What users are saying about
12 Ratings
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Score 6.9 out of 100
28 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

LexisNexis InterAction

It's well suited to organizations that intend to dedicate the staff to maintaining it as recommended in best practices material. It's much too large and complicated if it's only to be used as an address book and in those cases, a much simpler CRM might work better.
Anonymous | TrustRadius Reviewer

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

LexisNexis InterAction
5.1
Workbooks
7.7
Customer data management / contact management
LexisNexis InterAction
8.0
Workbooks
8.5
Workflow management
LexisNexis InterAction
3.0
Workbooks
8.2
Territory management
LexisNexis InterAction
3.0
Workbooks
7.7
Opportunity management
LexisNexis InterAction
5.0
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
LexisNexis InterAction
8.0
Workbooks
6.4
Interaction tracking
LexisNexis InterAction
3.0
Workbooks
6.4
Channel / partner relationship management
LexisNexis InterAction
6.0
Workbooks
8.4
Contract management
LexisNexis InterAction
Workbooks
7.2
Quote & order management
LexisNexis InterAction
Workbooks
7.6

Customer Service & Support

LexisNexis InterAction
8.7
Workbooks
6.3
Case management
LexisNexis InterAction
8.0
Workbooks
6.2
Call center management
LexisNexis InterAction
9.0
Workbooks
6.8
Help desk management
LexisNexis InterAction
9.0
Workbooks
5.8

Marketing Automation

LexisNexis InterAction
8.0
Workbooks
7.3
Lead management
LexisNexis InterAction
7.0
Workbooks
8.0
Email marketing
LexisNexis InterAction
9.0
Workbooks
6.6

CRM Project Management

LexisNexis InterAction
4.7
Workbooks
7.5
Task management
LexisNexis InterAction
5.0
Workbooks
7.7
Billing and invoicing management
LexisNexis InterAction
4.0
Workbooks
6.8
Reporting
LexisNexis InterAction
5.0
Workbooks
7.8

CRM Reporting & Analytics

LexisNexis InterAction
4.3
Workbooks
8.6
Forecasting
LexisNexis InterAction
4.0
Workbooks
8.2
Pipeline visualization
LexisNexis InterAction
4.0
Workbooks
8.8
Customizable reports
LexisNexis InterAction
5.0
Workbooks
8.8

Customization

LexisNexis InterAction
4.3
Workbooks
7.7
Custom fields
LexisNexis InterAction
4.0
Workbooks
8.4
Custom objects
LexisNexis InterAction
4.0
Workbooks
7.6
Scripting environment
LexisNexis InterAction
4.0
Workbooks
7.5
API for custom integration
LexisNexis InterAction
5.0
Workbooks
7.5

Security

LexisNexis InterAction
8.0
Workbooks
7.5
Single sign-on capability
LexisNexis InterAction
8.0
Workbooks
7.0
Role-based user permissions
LexisNexis InterAction
8.0
Workbooks
8.0

Social CRM

LexisNexis InterAction
4.5
Workbooks
6.6
Social data
LexisNexis InterAction
4.0
Workbooks
6.0
Social engagement
LexisNexis InterAction
5.0
Workbooks
7.3

Integrations with 3rd-party Software

LexisNexis InterAction
5.0
Workbooks
6.9
Marketing automation
LexisNexis InterAction
5.0
Workbooks
6.7
Compensation management
LexisNexis InterAction
5.0
Workbooks
7.0

Platform

LexisNexis InterAction
5.0
Workbooks
4.2
Mobile access
LexisNexis InterAction
5.0
Workbooks
4.2

Pros

LexisNexis InterAction

  • Collects contact information from incoming employees
  • Synchronizes with Outlook contacts
  • Separate interface for marketing and casual users
Anonymous | TrustRadius Reviewer

Workbooks

  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood | TrustRadius Reviewer

Cons

LexisNexis InterAction

  • The Windows app for marketing could be more wizard driven and simpler
  • Technical support documentation is lacking in up to date information
Anonymous | TrustRadius Reviewer

Workbooks

  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder | TrustRadius Reviewer

Likelihood to Renew

LexisNexis InterAction

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds | TrustRadius Reviewer

Reliability and Availability

LexisNexis InterAction

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Online Training

LexisNexis InterAction

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | TrustRadius Reviewer

Alternatives Considered

LexisNexis InterAction

No answers on this topic

Workbooks

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve | TrustRadius Reviewer

Return on Investment

LexisNexis InterAction

  • I'm only in the IT department so I'm not really sure about ROI but IA does much more than our marketing department is using it for. I would think the company is paying a lot of money for something that isn't being utilized.
Anonymous | TrustRadius Reviewer

Workbooks

  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
David Carter | TrustRadius Reviewer

Screenshots

Pricing Details

LexisNexis InterAction

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

LexisNexis InterAction Editions & Modules

Additional Pricing Details

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

LexisNexis InterAction
6.0
Workbooks
8.7

Likelihood to Renew

LexisNexis InterAction
Workbooks
8.5

Usability

LexisNexis InterAction
Workbooks
7.3

Reliability and Availability

LexisNexis InterAction
Workbooks
9.1

Support Rating

LexisNexis InterAction
Workbooks
8.2

Online Training

LexisNexis InterAction
Workbooks
6.4

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