32 Ratings
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Score 8.5 out of 100
28 Ratings
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Score 7 out of 100

Likelihood to Recommend

Salesforce Essentials (formerly SalesforceIQ)

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.
Melanie Zehr | 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

Salesforce Essentials (formerly SalesforceIQ)
9.1
Workbooks
7.7
Customer data management / contact management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
8.5
Territory management
Salesforce Essentials (formerly SalesforceIQ)
9.5
Workbooks
7.7
Opportunity management
Salesforce Essentials (formerly SalesforceIQ)
8.0
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Salesforce Essentials (formerly SalesforceIQ)
9.5
Workbooks
6.4
Quote & order management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
7.6
Interaction tracking
Salesforce Essentials (formerly SalesforceIQ)
9.5
Workbooks
6.4
Channel / partner relationship management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
8.4
Workflow management
Salesforce Essentials (formerly SalesforceIQ)
Workbooks
8.2
Contract management
Salesforce Essentials (formerly SalesforceIQ)
Workbooks
7.2

Marketing Automation

Salesforce Essentials (formerly SalesforceIQ)
7.4
Workbooks
7.3
Lead management
Salesforce Essentials (formerly SalesforceIQ)
7.4
Workbooks
8.0
Email marketing
Salesforce Essentials (formerly SalesforceIQ)
Workbooks
6.6

CRM Project Management

Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
7.5
Task management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
7.7
Billing and invoicing management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
6.8
Reporting
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
7.8

CRM Reporting & Analytics

Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
8.6
Forecasting
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
8.2
Pipeline visualization
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
8.8
Customizable reports
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
8.8

Customization

Salesforce Essentials (formerly SalesforceIQ)
9.1
Workbooks
7.7
Custom fields
Salesforce Essentials (formerly SalesforceIQ)
9.5
Workbooks
8.4
Custom objects
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
7.6
Scripting environment
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
7.5
API for custom integration
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
7.5

Security

Salesforce Essentials (formerly SalesforceIQ)
9.3
Workbooks
7.5
Single sign-on capability
Salesforce Essentials (formerly SalesforceIQ)
9.5
Workbooks
7.0
Role-based user permissions
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
8.0

Social CRM

Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
6.6
Social engagement
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
7.3
Social data
Salesforce Essentials (formerly SalesforceIQ)
Workbooks
6.0

Integrations with 3rd-party Software

Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
6.9
Marketing automation
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
6.7
Compensation management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Workbooks
7.0

Platform

Salesforce Essentials (formerly SalesforceIQ)
9.5
Workbooks
4.2
Mobile access
Salesforce Essentials (formerly SalesforceIQ)
9.5
Workbooks
4.2

Customer Service & Support

Salesforce Essentials (formerly SalesforceIQ)
Workbooks
6.3
Case management
Salesforce Essentials (formerly SalesforceIQ)
Workbooks
6.2
Call center management
Salesforce Essentials (formerly SalesforceIQ)
Workbooks
6.8
Help desk management
Salesforce Essentials (formerly SalesforceIQ)
Workbooks
5.8

Pros

Salesforce Essentials (formerly SalesforceIQ)

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

Salesforce Essentials (formerly SalesforceIQ)

  • 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.
Melanie Zehr | 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

Salesforce Essentials (formerly SalesforceIQ)

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

Salesforce Essentials (formerly SalesforceIQ)

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 4 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Online Training

Salesforce Essentials (formerly SalesforceIQ)

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

Salesforce Essentials (formerly SalesforceIQ)

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
Melanie Zehr | TrustRadius Reviewer

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

Salesforce Essentials (formerly SalesforceIQ)

  • Not budget friendly for smaller start-ups.
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

Salesforce Essentials (formerly SalesforceIQ)

General

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

Salesforce Essentials (formerly SalesforceIQ) 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

Salesforce Essentials (formerly SalesforceIQ)
9.5
Workbooks
7.0

Likelihood to Renew

Salesforce Essentials (formerly SalesforceIQ)
Workbooks
8.5

Usability

Salesforce Essentials (formerly SalesforceIQ)
Workbooks
7.3

Reliability and Availability

Salesforce Essentials (formerly SalesforceIQ)
Workbooks
9.1

Support Rating

Salesforce Essentials (formerly SalesforceIQ)
Workbooks
8.2

Online Training

Salesforce Essentials (formerly SalesforceIQ)
Workbooks
6.4

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