LexisNexis InterAction vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
LexisNexis InterAction
Score 6.9 out of 10
N/A
LexisNexis InterAction is a fully-featuerd customer relationship management (CRM) software.N/A
Workbooks
Score 4.6 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
$30
per user/per month
Pricing
LexisNexis InterActionWorkbooks
Editions & Modules
No answers on this topic
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
LexisNexis InterActionWorkbooks
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
LexisNexis InterActionWorkbooks
Top Pros
Top Cons
Features
LexisNexis InterActionWorkbooks
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
LexisNexis InterAction
5.1
1 Ratings
40% below category average
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management8.01 Ratings8.59 Ratings
Workflow management3.01 Ratings8.27 Ratings
Territory management3.01 Ratings7.79 Ratings
Opportunity management5.01 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)8.01 Ratings6.49 Ratings
Interaction tracking3.01 Ratings6.48 Ratings
Channel / partner relationship management6.01 Ratings8.48 Ratings
Contract management00 Ratings7.29 Ratings
Quote & order management00 Ratings7.68 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
LexisNexis InterAction
8.7
1 Ratings
15% above category average
Workbooks
6.3
8 Ratings
17% below category average
Case management8.01 Ratings6.28 Ratings
Call center management9.01 Ratings6.82 Ratings
Help desk management9.01 Ratings5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
LexisNexis InterAction
8.0
1 Ratings
6% above category average
Workbooks
7.3
7 Ratings
3% below category average
Lead management7.01 Ratings8.07 Ratings
Email marketing9.01 Ratings6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
LexisNexis InterAction
4.7
1 Ratings
47% below category average
Workbooks
7.5
9 Ratings
1% below category average
Task management5.01 Ratings7.77 Ratings
Billing and invoicing management4.01 Ratings6.88 Ratings
Reporting5.01 Ratings7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
LexisNexis InterAction
4.3
1 Ratings
56% below category average
Workbooks
8.6
8 Ratings
12% above category average
Forecasting4.01 Ratings8.28 Ratings
Pipeline visualization4.01 Ratings8.88 Ratings
Customizable reports5.01 Ratings8.88 Ratings
Customization
Comparison of Customization features of Product A and Product B
LexisNexis InterAction
4.3
1 Ratings
55% below category average
Workbooks
7.7
8 Ratings
2% above category average
Custom fields4.01 Ratings8.48 Ratings
Custom objects4.01 Ratings7.67 Ratings
Scripting environment4.01 Ratings7.56 Ratings
API for custom integration5.01 Ratings7.57 Ratings
Security
Comparison of Security features of Product A and Product B
LexisNexis InterAction
8.0
1 Ratings
4% below category average
Workbooks
7.5
8 Ratings
10% below category average
Single sign-on capability8.01 Ratings7.05 Ratings
Role-based user permissions8.01 Ratings8.07 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
LexisNexis InterAction
4.5
1 Ratings
47% below category average
Workbooks
6.6
3 Ratings
9% below category average
Social data4.01 Ratings6.03 Ratings
Social engagement5.01 Ratings7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
LexisNexis InterAction
5.0
1 Ratings
35% below category average
Workbooks
6.9
6 Ratings
3% below category average
Marketing automation5.01 Ratings6.76 Ratings
Compensation management5.01 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
LexisNexis InterAction
5.0
1 Ratings
40% below category average
Workbooks
4.2
7 Ratings
56% below category average
Mobile access5.01 Ratings4.27 Ratings
Best Alternatives
LexisNexis InterActionWorkbooks
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
LexisNexis InterActionWorkbooks
Likelihood to Recommend
6.0
(1 ratings)
7.0
(18 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(7 ratings)
Usability
-
(0 ratings)
7.3
(1 ratings)
Availability
-
(0 ratings)
9.1
(2 ratings)
Support Rating
-
(0 ratings)
8.2
(1 ratings)
Online Training
-
(0 ratings)
6.4
(1 ratings)
User Testimonials
LexisNexis InterActionWorkbooks
Likelihood to Recommend
LexisNexis
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.
Read full review
Workbooks Online
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.
Read full review
Pros
LexisNexis
  • Collects contact information from incoming employees
  • Synchronizes with Outlook contacts
  • Separate interface for marketing and casual users
Read full review
Workbooks Online
  • 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
Read full review
Cons
LexisNexis
  • The Windows app for marketing could be more wizard driven and simpler
  • Technical support documentation is lacking in up to date information
Read full review
Workbooks Online
  • 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).
Read full review
Likelihood to Renew
LexisNexis
No answers on this topic
Workbooks Online
the product works. support has been good or great so 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.
Read full review
Reliability and Availability
LexisNexis
No answers on this topic
Workbooks Online
Workbooks CRM never let me down.
Read full review
Online Training
LexisNexis
No answers on this topic
Workbooks Online
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Read full review
Alternatives Considered
LexisNexis
No answers on this topic
Workbooks Online
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.
Read full review
Return on Investment
LexisNexis
  • 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.
Read full review
Workbooks Online
  • 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
Read full review
ScreenShots

Workbooks Screenshots

Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record