Sana Commerce Cloud vs. Workbooks

Its suited more for B2B-focused or mid-size companies that want to have a more robust platform for their eCommerce and don't want to invest that much (like the case of Magento and other big names). If you want to make constant UX and design enhancements and tests, you'll have a couple of headaches. It's not that bad but; you wont be able to do it all without customizing and spending good money on it.

Incentivized

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.

• Quote Workflow--pretty simple and easy to understand and implement
• Easy-to-learn admin tools
• Very flexible/customizable initial configuration

Incentivized

• 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

• The service could be much better. It's expensive and hard to monitor because they only check cases twice a week (if you don't have a pre-plan).
• The language and different time schedules have been an issue for tech problems. They're in Holland and Ukraine and we're in Mexico, and is really hard to find developers who know the platform to hire as an extra resource.
• You can't import SKUS to populate a landing page programmatically.

Incentivized

• 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).

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.

Workbooks CRM never let me down.

Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..

Sana Commerce is not as robust, flexible (or expensive) as Magento but is better (and more expensive) than Shopify. It is well balanced and you can customize according to your clients' needs. They are constantly upgrading their platform so you can keep your eCommerce up to date, but you must consider an extra cost to adapt it to the latest version.

Incentivized

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.

Incentivized

• The ROI was 18% more than expected
• Our traffic has increased by 250%
• Some of our clients think our site is too complex

Incentivized

• 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

Incentivized