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At a Glance
Market Segments
Mid-Market (45.9% of reviews)
Small-Business (60.3% of reviews)
Entry-Level Pricing
$25.00 1 User Per Month
Free
Salesforce Sales Cloud
Star Rating
(25,307)4.4 out of 5
Market Segments
Mid-Market (45.9% of reviews)
Pros & Cons
Entry-Level Pricing
$25.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plansWorkbooks
Star Rating
(570)4.2 out of 5
Market Segments
Small-Business (60.3% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Salesforce Sales Cloud excels in Opportunity & Pipeline Management with a score of 8.7, while Workbooks trails slightly behind at 8.2. Reviewers mention that Salesforce's robust features allow for better tracking and forecasting of sales opportunities.
- Reviewers mention that Workbooks offers a Free Entry Level Price, making it more accessible for small businesses, whereas Salesforce Sales Cloud starts at $25.00, which some users feel is a barrier for entry-level users.
- G2 users highlight that Salesforce Sales Cloud has a superior CRM Integration score of 8.8 compared to Workbooks' 7.6. Users say that Salesforce's integration capabilities with other platforms enhance their overall sales process significantly.
- Users on G2 report that Workbooks shines in Quality of Support with a score of 8.6, surpassing Salesforce's 8.1. Reviewers mention that Workbooks' customer support is responsive and helpful, which is crucial for small businesses.
- Reviewers mention that Salesforce Sales Cloud's Lead Management features are highly rated at 8.5, while Workbooks scores 8.0. Users say that Salesforce's lead scoring and tracking functionalities are more advanced, providing better insights into lead behavior.
- Users report that Workbooks has a more user-friendly Ease of Use score of 8.4 compared to Salesforce's 8.1. Reviewers mention that the intuitive interface of Workbooks makes it easier for new users to adapt quickly.
Pricing
Entry-Level Pricing
Salesforce Sales Cloud
Starter Edition
$25.00
1 User Per Month
Out-of-the-box CRM for up to 10 users
- Automatic data capture
- Lead Management
- Opportunity Management
Free Trial
Salesforce Sales Cloud
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.8
13,798
8.4
467
Ease of Use
8.2
17,778
8.4
471
Ease of Setup
7.8
8,742
7.9
227
Ease of Admin
7.9
4,445
8.1
234
Quality of Support
8.1
12,036
8.6
431
Has the product been a good partner in doing business?
8.4
4,408
8.7
221
Product Direction (% positive)
8.2
13,472
8.7
460
Features by Category
Sales Force Automation
8.8
9457
|
Verified
8.5
345
|
Verified
8.3
6391
|
Verified
8.0
208
8.7
9177
|
Verified
8.2
318
|
Verified
8.3
9431
|
Verified
8.2
346
|
Verified
8.0
7313
|
Verified
7.9
220
|
Verified
8.2
7604
|
Verified
8.1
283
|
Verified
8.0
6752
|
Verified
7.9
253
|
Verified
8.1
6652
|
Verified
8.1
249
|
Verified
8.3
7403
|
Verified
8.1
256
|
Verified
Marketing Automation
8.0
6664
|
Verified
7.9
269
|
Verified
8.1
6986
|
Verified
7.8
290
|
Verified
8.5
8014
|
Verified
8.0
310
|
Verified
7.9
5424
8.0
216
|
Verified
Customer Support
8.3
6809
|
Verified
8.4
277
|
Verified
8.1
6382
|
Verified
8.1
246
|
Verified
8.2
6779
|
Verified
8.2
266
|
Verified
8.0
5495
|
Verified
8.1
202
|
Verified
8.2
5985
|
Verified
8.2
208
|
Verified
Reporting & Analytics
8.5
8934
|
Verified
8.2
343
|
Verified
8.5
9121
|
Verified
8.1
343
|
Verified
8.2
7428
|
Verified
8.0
254
|
Verified
Mobile & Social
7.9
5615
|
Verified
7.8
169
|
Verified
7.8
5246
|
Verified
7.7
165
|
Verified
7.7
6095
|
Verified
7.5
208
|
Verified
Platform
8.5
3587
|
Verified
8.4
187
|
Verified
8.5
3594
|
Verified
8.2
155
|
Verified
8.6
3618
|
Verified
8.5
185
|
Verified
8.4
2895
|
Verified
8.0
108
|
Verified
8.5
3168
|
Verified
8.3
109
|
Verified
8.1
3189
|
Verified
7.8
130
|
Verified
8.7
3594
|
Verified
8.5
188
|
Verified
8.1
3023
8.2
145
|
Verified
Integration
8.5
2600
|
Verified
8.3
184
|
Verified
8.5
3054
|
Verified
8.2
138
|
Verified
8.5
2890
|
Verified
7.7
114
Generative AI
7.6
883
6.9
17
Agentic AI - CRM
7.9
245
Not enough data
7.9
245
Not enough data
8.2
242
Not enough data
8.0
239
Not enough data
8.0
237
Not enough data
8.1
239
Not enough data
8.2
241
Not enough data
Reports
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Self Service
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Advanced Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Building Reports
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Cartography
8.7
39
Not enough data
8.4
35
Not enough data
8.6
39
Not enough data
8.4
39
Not enough data
Analysis
8.4
32
Not enough data
8.5
38
Not enough data
8.5
35
Not enough data
8.5
34
Not enough data
Reporting
8.7
33
Not enough data
8.5
28
Not enough data
8.7
26
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
8.6
271
Not enough data
8.8
293
Not enough data
8.8
315
Not enough data
8.6
289
Not enough data
Organization
8.9
350
Not enough data
8.8
341
Not enough data
8.8
335
Not enough data
Performance Analysis
8.4
283
Not enough data
8.8
306
Not enough data
Sales Analysis
8.4
284
Not enough data
8.8
298
Not enough data
Generative AI
8.5
123
Not enough data
8.4
123
Not enough data
Agentic AI - AI Sales Assistant
9.1
26
Not enough data
9.0
26
Not enough data
8.9
25
Not enough data
9.0
24
Not enough data
9.2
25
Not enough data
9.1
25
Not enough data
9.1
25
Not enough data
Integrated Workflows
8.7
519
Not enough data
8.5
511
Not enough data
8.1
467
Not enough data
8.1
462
Not enough data
8.9
521
Not enough data
8.4
470
Not enough data
8.6
483
Not enough data
Repeatability and Reportability
8.4
484
Not enough data
8.7
502
Not enough data
8.7
498
Not enough data
8.4
484
Not enough data
7.8
418
Not enough data
AI and Automation
8.5
463
Not enough data
8.4
470
Not enough data
8.3
429
Not enough data
8.0
433
Not enough data
7.8
415
Not enough data
Generative AI
7.4
269
Not enough data
Agentic AI - Sales Engagement
8.3
89
Not enough data
8.5
90
Not enough data
8.6
87
Not enough data
8.4
89
Not enough data
8.3
89
Not enough data
8.3
89
Not enough data
8.5
88
Not enough data
Call Analytics
8.7
132
Not enough data
8.6
136
Not enough data
8.7
132
Not enough data
8.9
132
Not enough data
Agent Performance Management
8.7
141
Not enough data
8.7
125
Not enough data
8.7
142
Not enough data
Generative AI
8.2
57
Not enough data
Agentic AI - Conversation Intelligence
8.8
12
Not enough data
9.2
13
Not enough data
9.3
12
Not enough data
9.2
13
Not enough data
8.8
12
Not enough data
9.1
13
Not enough data
9.1
13
Not enough data
Revenue Sourcing and Forecasting
8.6
64
Not enough data
8.4
64
Not enough data
8.8
65
Not enough data
8.5
62
Not enough data
8.4
62
Not enough data
8.3
56
Not enough data
8.2
57
Not enough data
CRM Data Enrichment
8.1
62
Not enough data
8.4
60
Not enough data
8.2
58
Not enough data
8.0
61
Not enough data
8.5
55
Not enough data
Account Management
8.2
62
Not enough data
8.0
62
Not enough data
8.1
59
Not enough data
8.2
58
Not enough data
8.6
54
Not enough data
8.4
55
Not enough data
Agentic AI - Revenue Operations & Intelligence (RO&I)
7.7
19
Not enough data
8.1
19
Not enough data
8.2
19
Not enough data
8.1
19
Not enough data
8.0
19
Not enough data
Territory Mapping
8.8
35
Not enough data
8.6
33
Not enough data
8.4
33
Not enough data
Route Planning
9.0
32
Not enough data
9.0
34
Not enough data
9.2
35
Not enough data
Sales Performance Management
8.3
30
Not enough data
8.4
33
Not enough data
9.0
33
Not enough data
Presentation and Forms
8.0
29
Not enough data
8.3
32
Not enough data
8.5
32
Not enough data
Computing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Experimental Design
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - A/B Testing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrations
8.1
156
Not enough data
8.5
157
Not enough data
8.1
157
Not enough data
8.1
156
Not enough data
8.8
157
Not enough data
Branding & Customizatio
8.1
151
Not enough data
8.2
155
Not enough data
8.3
154
Not enough data
Automatic Rules & Configurations
8.4
155
Not enough data
8.3
154
Not enough data
8.0
157
Not enough data
Agentic AI - Business Scheduling
8.5
33
Not enough data
8.3
33
Not enough data
Sales Performance Features - Sales Planning
8.4
175
Not enough data
8.5
165
Not enough data
8.5
170
Not enough data
8.6
171
Not enough data
8.6
169
Not enough data
8.8
168
Not enough data
8.2
165
Not enough data
Territory Management - Sales Planning
8.6
166
Not enough data
8.5
171
Not enough data
Quota & Capacity Management - Sales Planning
8.4
168
Not enough data
8.4
175
Not enough data
8.4
169
Not enough data
Agentic AI - Sales Planning
8.5
57
Not enough data
8.5
56
Not enough data
Agentic AI - Lead Scoring
7.8
52
Not enough data
8.2
52
Not enough data
7.9
52
Not enough data
8.0
53
Not enough data
Attribution
8.9
447
7.5
12
8.9
451
8.2
13
8.6
433
7.6
11
Discovery
8.9
454
8.1
13
8.6
449
7.4
12
8.6
431
7.5
12
Management
8.5
419
7.9
11
8.7
437
7.1
11
Platform
8.6
429
7.3
14
8.6
429
7.5
14
Agentic AI - Sales Performance Management
8.4
75
Not enough data
8.6
75
Not enough data
8.5
76
Not enough data
Incentives
8.2
440
6.7
9
8.4
503
6.7
8
8.0
438
6.3
9
8.6
515
6.8
11
Personalization
8.6
484
7.3
10
8.8
561
8.6
12
8.9
593
8.3
13
8.6
538
6.9
9
Administrative
8.7
566
8.0
11
8.5
529
7.6
11
8.4
510
7.5
10
Agentic AI - Email Tracking
8.2
65
Not enough data
8.4
63
Not enough data
8.4
63
Not enough data
8.3
64
Not enough data
8.4
64
Not enough data
8.3
63
Not enough data
8.4
66
Not enough data
Analytics
8.3
570
Not enough data
8.4
578
Not enough data
8.4
592
Not enough data
Customizations
8.7
622
Not enough data
8.5
590
Not enough data
8.6
626
Not enough data
8.4
571
Not enough data
8.4
599
Not enough data
Generative AI
7.5
292
Not enough data
Agentic AI - Sales Analytics
8.3
81
Not enough data
8.5
80
Not enough data
8.3
80
Not enough data
8.3
80
Not enough data
8.3
80
Not enough data
Data Sourcing
8.5
967
8.1
12
8.7
998
8.8
14
8.3
902
7.9
12
8.7
1029
8.3
15
8.6
962
8.4
16
Predictive Analytics
8.4
944
8.5
14
8.6
957
8.7
13
8.1
855
7.8
12
8.3
895
8.1
15
Sales Management
8.7
984
8.7
15
8.1
858
7.9
12
8.6
979
8.5
13
8.8
1047
8.8
15
Agentic AI - Outbound Call Tracking
8.5
38
Not enough data
8.5
39
Not enough data
Calling
8.5
186
Not enough data
8.4
177
Not enough data
8.7
186
Not enough data
8.7
183
Not enough data
8.8
43
Not enough data
Contacts
8.8
177
Not enough data
8.7
180
Not enough data
8.7
182
Not enough data
Insights
9.1
187
Not enough data
8.9
183
Not enough data
8.3
179
Not enough data
8.5
189
Not enough data
8.4
183
Not enough data
8.6
39
Not enough data
Agentic AI - Sales Coaching
9.1
22
Not enough data
9.0
22
Not enough data
9.1
22
Not enough data
9.2
22
Not enough data
Training
8.8
259
Not enough data
8.8
251
Not enough data
8.5
211
Not enough data
8.5
246
Not enough data
Feedback
8.8
239
Not enough data
8.6
236
Not enough data
8.6
216
Not enough data
8.6
204
Not enough data
8.9
228
Not enough data
8.9
229
Not enough data
8.7
202
Not enough data
Generative AI
7.7
73
Not enough data
Agentic AI - Sales Enablement
8.1
32
Not enough data
8.2
32
Not enough data
8.3
32
Not enough data
Content Management
8.3
352
Not enough data
8.2
343
Not enough data
8.2
328
Not enough data
8.5
319
Not enough data
8.3
336
Not enough data
Analytics
8.7
343
Not enough data
8.4
342
Not enough data
8.5
224
Not enough data
8.3
351
Not enough data
Learning Management - Sales Enablement
8.6
25
Not enough data
8.7
25
Not enough data
8.6
25
Not enough data
Revenue Enablement - Sales Enablement
8.5
25
Not enough data
8.5
26
Not enough data
9.1
25
Not enough data
Categories
Categories
Shared Categories
Salesforce Sales Cloud and Workbooks are categorized as Sales Analytics, Lead Scoring, Sales Performance Management, and CRM
Unique Categories
Salesforce Sales Cloud is categorized as Business Scheduling, Field Sales, Conversation Intelligence, Sales Engagement, AI Sales Assistant, Sales Coaching, Sales Enablement, Sales Planning, Email Tracking, Revenue Operations & Intelligence (RO&I), Outbound Call Tracking, and Location Intelligence
Workbooks is categorized as A/B Testing
Reviews
Reviewers' Company Size
Salesforce Sales Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Workbooks
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
13.5%
Information Technology and Services
11.8%
Financial Services
6.8%
Marketing and Advertising
4.9%
Internet
3.2%
Other
59.7%
Information Technology and Services
8.2%
Computer Software
7.6%
Marketing and Advertising
6.1%
Accounting
6.1%
Retail
4.9%
Other
67.2%
Discussions
When do you need a CRM?
11 Comments
MA
Your writing is really informative, especially because it's so meaningful and updated. Thanks for sharing this wonderful post!
Your writing is really...Read more
How can total cost of ownership (TCO) be made better using Salesforce?
11 Comments
AS
When planning for a Salesforce implementation and creating your budget you’ll want to consider the total cost of ownership (TCO). Figuring this out will help...Read more
What are the features of CRM software?
8 Comments
MM
1. Customer Management,
2. Employee Day to Day Activity tracking,
3. Make your business process smooth
4. Automated workflow
5. Validated workflow...Read more
Which Email marketing products is Workbooks integrated with ?
2 Comments
IM
Workbooks has out of the box free included integration with Mailchimp. Dotmailer and Constant Contact (MPZmail integration will also be available from them...Read more
What are the key differences between Salesforce and Workbooks and have you moved anyone else from Salesforce to your platform?
1 Comment
IM
Workbooks often provides all (and more) that a customer had or wanted from Salesforce with an easier to use interface and at 50-70% cheaper licensing. We...Read more
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