Compare Workbooks and 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:
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:
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.
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
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
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.
Workbooks CRM helps marketing, sales, finance and service teams work better, together, and in the right way with a single cloud-based system.
Book your call with us to learn more about why Workbooks is your perfect partner on your CRM journey.