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Workbooks CRM – Your Alternative to Salesforce

While Salesforce is recognised as the market leader in CRM,  it isn’t the right fit for every organisation.

We have many clients who have switched to Workbooks from Salesforce. The three most common reasons for switching are:

  1. Licence Costs – Workbooks is 3X less expensive than Salesforce
  2. Co-Funded Implementation – Workbooks lowers the cost of implementation with co-funded implementation services
  3. Vendor Relationship – In the mid-market Salesforce works through partners, while our clients prefer to deal directly with us
Workbooks CRM – Your Alternative to Salesforce

Compare Workbooks and Salesforce

Feature Title
Licence Cost
Entry level pricing for CRM edition, which includes sales and customer support, starts at £25 per user per month. Order processing & invoicing is included in our Business edition at £55 per user per month.
Salesforce’s entry level pricing starts at £60 per user per month, nearly 3x the price of Workbooks CRM edition, despite offering similar functionality. This rises to £120 for the Enterprise Licences, which includes functionality that is standard in both Workbooks CRM and Business editions. And if you want to do invoicing in Salesforce, you need to buy third party plug-ins or build it yourself.
Support & Implementation
We develop and implement the software ourselves, ensuring you get value quickly. Our local team of consultants and engineers help make implementation and set-up a fast and smooth process. Our customers highly value our ‘can do attitude’, and the quality of our support and knowledge base.
Salesforce customers give set-up a satisfaction score of 75% (7 points lower than Workbooks)*. The quality of support is rated 6 points lower at Salesforce than at Workbooks* – a small difference, but one that can significantly impact your day-to-day.
Sales & Service Functionality
Workbooks CRM edition includes both sales and support functionality in the same licence
Salesforce requires you to buy both, so if you want the Professional edition for Sales and Service Cloud, it increases to £80 or £140 for Enterprise.
API, Sandbox & Workflows
All Workbooks editions include 5 databases at standard, typically one live database and 4 for testing and development. API and Automation Engine is included in all edition
If you want to integrate Salesforce with other systems, you need to be on the Enterprise edition. Workflows are only included in Enterprise edition. Only a basic Sandbox is included in the Salesforce licences. Full Sandbox incurs an extra cost.
Mix & Match
Workbooks allows you to mix your licences across users. If you want some CRM edition and some Business edition, that’s completely fine.
Salesforce requires all users to be on the same licence level. If some of your users need Enterprise edition features, everyone needs to pay for that licence level.
Workbooks – Your Alternative To Salesforce image

Workbooks – Your Alternative To Salesforce

G2 is the world’s leading B2B software and services review site. Its influential Grid® Report for CRM ranks products based on reviews posted by real-life users, including more than 500 active Workbooks users.

According to reviewers:

  • 85% would recommend Workbooks
  • 86% think Workbooks meets their requirements
  • 92% rated Workbooks 4 or 5 stars

As well as rating Workbooks highest for overall satisfaction, reviewers also highlighted our exceptional payback period. On average, reviewers saw a return on their investment in Workbooks in only 12 months – 7 months less than Salesforce.

Download your copy for a complete comparison of Workbooks and Salesforce.

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With other vendors, you

  • Pay one company for software and pay another to implement it​

  • Are pressured into buying software before understanding the true cost of implementation

  • Pay full cost for implementation of the cloud CRM software

Vs.
With Workbooks you can

  • Get CRM software and implementation from a single vendor​

  • A co-funded workshop before you buy software to ensure it meets your needs​

  • Get free consulting days to co-fund your implementation

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Lower the cost and risk of switching CRM image

Lower the cost and risk of switching CRM

With our proven migration path, moving your data into Workbooks CRM becomes easy and low-risk.

With Workbooks, you’ll create a shared vision of what success looks like for your business. Working with our in-house team of experts, you’ll identify your most important outcomes and work out the best way to achieve them using our platform, before right-sizing your CRM project.

Our white paper, 6 Steps to Switching CRM, guides you step-by-step through everything you need to have in place to make the switch from your current CRM.

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With Workbooks, you're in safe hands image

With Workbooks, you're in safe hands

Workbooks CRM helps marketing, sales, finance and service teams work better, together, and in the right way with a single cloud-based system.

  • NO need to spend hundreds of pounds to cover all your customer-facing departments’ needs. Our licence fee starts at £25 per user per month and most features come straight out-of-the-box to cover marketing, sales, order processing and invoicing, and customer service
  • NO third party influences and no hidden costs during implementation. You can trust our UK-based team to help get you up-and-running and make sure you get value quickly
  • NO vast amount of training is needed to become an expert. Designed for SMEs, Workbooks CRM is intuitive for fast and wide adoption
  • NO bother. You know you have made the right choice with Workbooks, the solution with the highest NPS score of all major vendors.
  • You’re NO longer a small fish in a big pond. You have direct access to Workbooks’ executive team and you can influence the product direction and roadmap

Book your call with us to learn more about why Workbooks is your perfect partner on your CRM journey.

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