29 Ratings
81 Ratings
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Score 8.7 out of 100
29 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 6.6 out of 100

Feature Set Ratings

  • Salesforce Essentials ranks higher in 9 feature sets: Sales Force Automation, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM, Integrations with 3rd-party Software, Platform

Sales Force Automation

9.1

Salesforce Essentials

91%
7.7

Workbooks

77%
Salesforce Essentials ranks higher in 6/9 features

Customer data management / contact management

9.0
90%
2 Ratings
8.5
85%
9 Ratings

Territory management

9.5
95%
2 Ratings
7.7
77%
9 Ratings

Opportunity management

8.0
80%
2 Ratings
8.8
88%
9 Ratings

Integration with email client (e.g., Outlook or Gmail)

9.5
95%
2 Ratings
6.4
64%
9 Ratings

Quote & order management

9.0
90%
1 Rating
7.6
76%
8 Ratings

Interaction tracking

9.5
95%
2 Ratings
6.4
64%
8 Ratings

Channel / partner relationship management

9.0
90%
1 Rating
8.4
84%
8 Ratings

Workflow management

N/A
0 Ratings
8.2
82%
7 Ratings

Contract management

N/A
0 Ratings
7.2
72%
9 Ratings

Marketing Automation

7.4

Salesforce Essentials

74%
7.3

Workbooks

73%
Workbooks ranks higher in 2/2 features

Lead management

7.4
74%
2 Ratings
8.0
80%
7 Ratings

Email marketing

N/A
0 Ratings
6.6
66%
7 Ratings

CRM Project Management

9.0

Salesforce Essentials

90%
7.5

Workbooks

75%
Salesforce Essentials ranks higher in 3/3 features

Task management

9.0
90%
1 Rating
7.7
77%
7 Ratings

Billing and invoicing management

9.0
90%
1 Rating
6.8
68%
8 Ratings

Reporting

9.0
90%
1 Rating
7.8
78%
7 Ratings

CRM Reporting & Analytics

9.0

Salesforce Essentials

90%
8.6

Workbooks

86%
Salesforce Essentials ranks higher in 3/3 features

Forecasting

9.0
90%
1 Rating
8.2
82%
8 Ratings

Pipeline visualization

9.0
90%
1 Rating
8.8
88%
8 Ratings

Customizable reports

9.0
90%
1 Rating
8.8
88%
8 Ratings

Customization

9.1

Salesforce Essentials

91%
7.7

Workbooks

77%
Salesforce Essentials ranks higher in 4/4 features

Custom fields

9.5
95%
2 Ratings
8.4
84%
8 Ratings

Custom objects

9.0
90%
1 Rating
7.6
76%
7 Ratings

Scripting environment

9.0
90%
1 Rating
7.5
75%
6 Ratings

API for custom integration

9.0
90%
1 Rating
7.5
75%
7 Ratings

Security

9.3

Salesforce Essentials

93%
7.5

Workbooks

75%
Salesforce Essentials ranks higher in 2/2 features

Single sign-on capability

9.5
95%
2 Ratings
7.0
70%
5 Ratings

Role-based user permissions

9.0
90%
2 Ratings
8.0
80%
7 Ratings

Social CRM

9.0

Salesforce Essentials

90%
6.6

Workbooks

66%
Salesforce Essentials ranks higher in 1/2 features

Social engagement

9.0
90%
1 Rating
7.3
73%
1 Rating

Social data

N/A
0 Ratings
6.0
60%
3 Ratings

Integrations with 3rd-party Software

9.0

Salesforce Essentials

90%
6.9

Workbooks

69%
Salesforce Essentials ranks higher in 2/2 features

Marketing automation

9.0
90%
1 Rating
6.7
67%
6 Ratings

Compensation management

9.0
90%
1 Rating
7.0
70%
2 Ratings

Platform

9.5

Salesforce Essentials

95%
4.2

Workbooks

42%
Salesforce Essentials ranks higher in 1/1 features

Mobile access

9.5
95%
2 Ratings
4.2
42%
7 Ratings

Customer Service & Support

Salesforce Essentials

Feature Set Not Supported
N/A
6.3

Workbooks

63%
Workbooks ranks higher in 3/3 features

Case management

N/A
0 Ratings
6.2
62%
8 Ratings

Call center management

N/A
0 Ratings
6.8
68%
2 Ratings

Help desk management

N/A
0 Ratings
5.8
58%
8 Ratings

Attribute Ratings

  • Salesforce Essentials is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.5

Salesforce Essentials

95%
2 Ratings
7.0

Workbooks

70%
18 Ratings

Likelihood to Renew

Salesforce Essentials

N/A
0 Ratings
8.5

Workbooks

85%
7 Ratings

Usability

Salesforce Essentials

N/A
0 Ratings
7.3

Workbooks

73%
1 Rating

Availability

Salesforce Essentials

N/A
0 Ratings
9.1

Workbooks

91%
4 Ratings

Support Rating

Salesforce Essentials

N/A
0 Ratings
8.2

Workbooks

82%
2 Ratings

Online Training

Salesforce Essentials

N/A
0 Ratings
6.4

Workbooks

64%
1 Rating

Likelihood to Recommend

Salesforce

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
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

Salesforce

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
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

Salesforce

  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
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

Pricing Details

Salesforce Essentials

Starting Price

$35 per month per user

Editions & Modules

Salesforce Essentials editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Workbooks

    Starting Price

    $30 per user/per month

    Editions & Modules

    Workbooks editions and modules pricing
    EditionModules
    Workbooks CRM Edition$301
    Workbooks Business Edition$652

    Footnotes

    1. per user/per month
    2. per user/per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    Likelihood to Renew

    Salesforce

    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

    Salesforce

    No answers on this topic

    Workbooks Online

    Workbooks CRM never let me down.
    Read full review

    Online Training

    Salesforce

    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

    Salesforce

    We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
    Read full review

    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

    Salesforce

    • Not budget friendly for smaller start-ups.
    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

    Add comparison