SkuVault is a cloud-based inventory and warehouse management system offering unlimited SKUs, orders and warehouses. According to the vendor, this solution’s real-time quantity syncs prevent out of stocks, barcoding and QC reduce picking and shipping errors, and the smart re-order reports ensure that your purchasing decisions are backed by hard data. The vendor says their clients on average decrease out of stocks by 10 times, reduce labor costs by 30%, and…
N/A
Workbooks
Score4.9 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
SkuVault
Workbooks
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
SkuVault
Workbooks
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
$350 For 2 users
Optional
Additional Details
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More Pricing Information
Features
SkuVault
Workbooks
Sales Force Automation
Comparison of Sales Force Automation features of SkuVault and Workbooks
Feature
SkuVault
-
Ratings
Workbooks
7.7
9 Ratings
2% below category average
Customer data management / contact management
00 Ratings
8.59 Ratings
Workflow management
00 Ratings
8.27 Ratings
Territory management
00 Ratings
7.79 Ratings
Opportunity management
00 Ratings
8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)
00 Ratings
6.49 Ratings
Contract management
00 Ratings
7.29 Ratings
Quote & order management
00 Ratings
7.68 Ratings
Interaction tracking
00 Ratings
6.48 Ratings
Channel / partner relationship management
00 Ratings
8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of SkuVault and Workbooks
Feature
SkuVault
-
Ratings
Workbooks
6.3
8 Ratings
20% below category average
Case management
00 Ratings
6.28 Ratings
Call center management
00 Ratings
6.82 Ratings
Help desk management
00 Ratings
5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of SkuVault and Workbooks
Feature
SkuVault
-
Ratings
Workbooks
7.3
7 Ratings
6% below category average
Lead management
00 Ratings
8.07 Ratings
Email marketing
00 Ratings
6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of SkuVault and Workbooks
Feature
SkuVault
-
Ratings
Workbooks
7.5
9 Ratings
3% below category average
Task management
00 Ratings
7.77 Ratings
Billing and invoicing management
00 Ratings
6.88 Ratings
Reporting
00 Ratings
7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of SkuVault and Workbooks
Feature
SkuVault
-
Ratings
Workbooks
8.6
8 Ratings
12% above category average
Forecasting
00 Ratings
8.28 Ratings
Pipeline visualization
00 Ratings
8.88 Ratings
Customizable reports
00 Ratings
8.88 Ratings
Customization
Comparison of Customization features of SkuVault and Workbooks
Feature
SkuVault
-
Ratings
Workbooks
7.7
8 Ratings
1% above category average
Custom fields
00 Ratings
8.48 Ratings
Custom objects
00 Ratings
7.67 Ratings
Scripting environment
00 Ratings
7.56 Ratings
API for custom integration
00 Ratings
7.57 Ratings
Security
Comparison of Security features of SkuVault and Workbooks
Feature
SkuVault
-
Ratings
Workbooks
7.5
8 Ratings
11% below category average
Single sign-on capability
00 Ratings
7.05 Ratings
Role-based user permissions
00 Ratings
8.07 Ratings
Social CRM
Comparison of Social CRM features of SkuVault and Workbooks
Feature
SkuVault
-
Ratings
Workbooks
6.6
3 Ratings
13% below category average
Social data
00 Ratings
6.03 Ratings
Social engagement
00 Ratings
7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of SkuVault and Workbooks
Feature
SkuVault
-
Ratings
Workbooks
6.9
6 Ratings
9% below category average
Marketing automation
00 Ratings
6.76 Ratings
Compensation management
00 Ratings
7.02 Ratings
Platform
Comparison of Platform features of SkuVault and Workbooks
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Their support has been MORE than amazing. I work with them quite often to work in ways to improve how we use our system and learning all about the new things that are coming. The support staff always does their best and usually we are able to find a solution to the issues. And if are unable to find it on the 1st try pass it up to a specialist who quickly works to help you solve it
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info