Compare Agentforce Sales (formerly Salesforce Sales Cloud) and Workbooks 
Featured Products
At a Glance
Market Segments
Mid-Market (46.0% of reviews)
Small-Business (60.4% of reviews)
Entry-Level Pricing
$25.00 1 User Per Month
Free
Agentforce Sales (formerly Salesforce Sales Cloud)
Star Rating
(25,491)4.4 out of 5
Market Segments
Mid-Market (46.0% of reviews)
Pros & Cons
Entry-Level Pricing
$25.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plansWorkbooks
Star Rating
(573)4.2 out of 5
Market Segments
Small-Business (60.4% 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.
- G2 reviewers report that Salesforce Sales Cloud excels in overall user satisfaction, boasting a significantly higher G2 Score compared to Workbooks. Users appreciate its robust features, such as customizable sales processes and advanced analytics that help in creating reliable revenue forecasts.
- Users say that Salesforce Sales Cloud offers a seamless experience for managing customer records and contacts, with one reviewer highlighting how it simplifies day-to-day tasks and enhances productivity. In contrast, while Workbooks is noted for its flexibility, some users feel it lacks the depth of features found in Salesforce.
- Reviewers mention that Salesforce Sales Cloud's implementation process is quick and intuitive, making it easier for teams to get started. Users have praised the onboarding wizard, which contrasts with Workbooks, where some users have expressed a desire for more streamlined setup options.
- According to verified reviews, Salesforce Sales Cloud shines in its support quality, with users noting responsive assistance and helpful resources. While Workbooks also receives positive feedback for its support, Salesforce's higher ratings indicate a more consistent experience across its user base.
- G2 reviewers highlight that Salesforce Sales Cloud provides superior sales analytics capabilities, allowing users to extract valuable insights easily. Users have noted that this feature is crucial for making informed business decisions, whereas Workbooks, while functional, does not match the depth of analytics offered by Salesforce.
- Users appreciate the ease of use in both platforms, with Workbooks receiving praise for its well-structured interface and keyboard shortcuts that enhance efficiency. However, Salesforce Sales Cloud's comprehensive feature set and customization options often lead users to prefer it for more complex sales environments.
Pricing
Entry-Level Pricing
Agentforce Sales (formerly 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
Agentforce Sales (formerly Salesforce Sales Cloud)
Free Trial is available
Workbooks
Free Trial is available
Ratings
Meets Requirements
8.8
13,931
8.4
468
Ease of Use
8.2
17,919
8.4
472
Ease of Setup
7.8
8,871
7.9
228
Ease of Admin
7.9
4,476
8.2
235
Quality of Support
8.1
12,154
8.6
432
Has the product been a good partner in doing business?
8.4
4,439
8.7
222
Product Direction (% positive)
8.3
13,603
8.7
460
Features by Category
Sales Force Automation
8.8
9530
|
Verified
8.5
345
|
Verified
8.3
6401
|
Verified
8.0
207
8.7
9258
|
Verified
8.2
318
|
Verified
8.3
9489
|
Verified
8.2
346
|
Verified
8.0
7324
|
Verified
7.9
219
|
Verified
8.2
7617
|
Verified
8.1
282
|
Verified
8.0
6763
|
Verified
7.9
252
|
Verified
8.1
6663
|
Verified
8.1
248
|
Verified
8.3
7414
|
Verified
8.1
255
|
Verified
Marketing Automation
8.0
6675
|
Verified
7.9
269
|
Verified
8.1
6994
|
Verified
7.8
290
|
Verified
8.5
8061
|
Verified
8.0
309
|
Verified
7.9
5429
8.0
215
|
Verified
Customer Support
8.3
6829
|
Verified
8.4
277
|
Verified
8.1
6389
|
Verified
8.1
245
|
Verified
8.2
6789
|
Verified
8.2
265
|
Verified
8.0
5499
|
Verified
8.1
201
|
Verified
8.2
5993
|
Verified
8.2
208
|
Verified
Reporting & Analytics
8.5
8986
|
Verified
8.2
343
|
Verified
8.5
9157
|
Verified
8.1
343
|
Verified
8.2
7455
|
Verified
8.0
253
|
Verified
Mobile & Social
7.9
5622
|
Verified
7.8
168
|
Verified
7.8
5249
|
Verified
7.7
165
|
Verified
7.7
6103
|
Verified
7.5
207
|
Verified
Platform
8.5
3610
|
Verified
8.4
186
|
Verified
8.5
3613
|
Verified
8.2
155
|
Verified
8.6
3625
|
Verified
8.5
184
|
Verified
8.4
2897
|
Verified
8.0
107
|
Verified
8.5
3173
|
Verified
8.3
108
|
Verified
8.1
3190
|
Verified
7.8
129
|
Verified
8.7
3610
|
Verified
8.5
187
|
Verified
8.1
3027
8.2
144
|
Verified
Integration
8.5
2602
|
Verified
8.3
183
|
Verified
8.5
3068
|
Verified
8.2
137
|
Verified
8.5
2895
|
Verified
7.7
113
Generative AI
7.6
887
6.7
16
Agentic AI - CRM
7.8
248
Not enough data
7.9
246
Not enough data
8.2
247
Not enough data
8.0
240
Not enough data
8.0
238
Not enough data
8.0
241
Not enough data
8.1
243
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
8.8
40
Not enough data
8.5
36
Not enough data
8.6
40
Not enough data
8.5
40
Not enough data
Analysis
8.4
33
Not enough data
8.5
39
Not enough data
8.5
36
Not enough data
8.5
35
Not enough data
Reporting
8.7
34
Not enough data
8.5
29
Not enough data
8.8
27
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
273
Not enough data
8.8
296
Not enough data
8.8
316
Not enough data
8.6
291
Not enough data
Organization
9.0
353
Not enough data
8.8
344
Not enough data
8.8
339
Not enough data
Performance Analysis
8.4
285
Not enough data
8.8
307
Not enough data
Sales Analysis
8.4
284
Not enough data
8.8
301
Not enough data
Generative AI
8.5
126
Not enough data
8.4
126
Not enough data
Agentic AI - AI Sales Assistant
9.2
28
Not enough data
9.1
28
Not enough data
8.9
27
Not enough data
9.0
26
Not enough data
9.3
28
Not enough data
9.1
27
Not enough data
9.3
28
Not enough data
Integrated Workflows
8.7
522
Not enough data
8.5
515
Not enough data
8.1
469
Not enough data
8.1
464
Not enough data
8.8
526
Not enough data
8.4
472
Not enough data
8.6
484
Not enough data
Repeatability and Reportability
8.4
486
Not enough data
8.7
504
Not enough data
8.7
501
Not enough data
8.3
486
Not enough data
7.8
418
Not enough data
AI and Automation
8.5
465
Not enough data
8.4
473
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
270
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
90
Not enough data
8.3
89
Not enough data
8.2
90
Not enough data
8.5
90
Not enough data
Call Analytics
8.7
131
Not enough data
8.5
135
Not enough data
8.7
131
Not enough data
8.9
132
Not enough data
Artificial Intelligence - Conversation Intelligence
8.7
141
Not enough data
8.6
125
Not enough data
Not enough data
Not enough data
Generative AI
8.2
58
Not enough data
Agentic AI - Conversation Intelligence
8.6
12
Not enough data
9.2
14
Not enough data
9.2
13
Not enough data
9.2
14
Not enough data
8.6
12
Not enough data
8.8
12
Not enough data
9.0
13
Not enough data
Revenue Sourcing and Forecasting
8.6
65
Not enough data
8.5
66
Not enough data
8.8
66
Not enough data
8.5
63
Not enough data
8.4
63
Not enough data
8.3
57
Not enough data
8.2
58
Not enough data
CRM Data Enrichment
8.1
63
Not enough data
8.4
61
Not enough data
8.2
59
Not enough data
8.0
62
Not enough data
8.5
56
Not enough data
Account Management
8.2
63
Not enough data
8.0
63
Not enough data
8.1
60
Not enough data
8.2
59
Not enough data
8.6
55
Not enough data
8.4
56
Not enough data
Agentic AI - Revenue Operations & Intelligence (RO&I)
7.8
20
Not enough data
8.1
20
Not enough data
8.3
20
Not enough data
8.1
20
Not enough data
8.0
20
Not enough data
Territory Mapping
8.8
37
Not enough data
8.7
35
Not enough data
8.5
35
Not enough data
Route Planning
9.0
34
Not enough data
9.1
36
Not enough data
9.2
37
Not enough data
Sales Performance Management
8.4
32
Not enough data
8.5
35
Not enough data
9.1
35
Not enough data
Presentation and Forms
8.1
31
Not enough data
8.4
34
Not enough data
8.6
34
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
155
Not enough data
8.5
156
Not enough data
8.1
155
Not enough data
8.1
154
Not enough data
8.8
157
Not enough data
Branding & Customizatio
8.1
150
Not enough data
8.2
153
Not enough data
8.3
153
Not enough data
Automatic Rules & Configurations
8.4
154
Not enough data
8.3
154
Not enough data
8.0
155
Not enough data
Agentic AI - Business Scheduling
8.3
32
Not enough data
8.4
34
Not enough data
Sales Performance Features - Sales Planning
8.4
174
Not enough data
8.5
164
Not enough data
8.5
169
Not enough data
8.6
171
Not enough data
8.6
169
Not enough data
8.8
167
Not enough data
8.2
164
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
168
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
55
Not enough data
8.2
54
Not enough data
7.9
56
Not enough data
8.0
56
Not enough data
Attribution
8.9
452
7.5
12
8.9
456
8.2
13
8.6
435
7.6
11
Discovery
8.9
460
8.1
13
8.6
453
7.4
12
8.6
433
7.5
12
Management
8.5
421
7.9
11
8.6
442
7.1
11
Platform
8.6
432
7.3
14
8.6
432
7.5
14
Agentic AI - Sales Performance Management
8.5
75
Not enough data
8.6
74
Not enough data
8.5
76
Not enough data
Incentives
8.2
439
6.7
9
8.4
503
6.7
8
8.0
436
6.3
9
8.6
514
7.1
12
Personalization
8.6
485
7.3
10
8.8
561
8.6
12
8.9
594
8.5
14
8.6
536
6.9
9
Administrative
8.7
565
8.0
11
8.5
528
7.6
11
8.4
509
7.5
10
Agentic AI - Email Tracking
8.1
62
Not enough data
8.4
60
Not enough data
8.4
60
Not enough data
8.2
61
Not enough data
8.4
61
Not enough data
8.3
60
Not enough data
8.3
63
Not enough data
Analytics
8.3
567
Not enough data
8.4
576
Not enough data
8.3
590
Not enough data
Customizations
8.7
621
Not enough data
8.5
591
Not enough data
8.6
624
Not enough data
8.4
569
Not enough data
8.4
596
Not enough data
Generative AI
7.5
290
Not enough data
Agentic AI - Sales Analytics
8.3
80
Not enough data
8.6
79
Not enough data
8.3
79
Not enough data
8.3
79
Not enough data
8.3
79
Not enough data
Data Sourcing
8.5
967
8.1
12
8.7
998
8.7
13
8.3
901
7.7
11
8.7
1030
8.2
14
8.6
961
8.3
15
Predictive Analytics
8.4
946
8.3
13
8.6
960
8.6
12
8.1
855
7.6
11
8.3
895
8.0
14
Sales Management
8.7
984
8.6
14
8.1
858
7.7
11
8.6
981
8.3
12
8.8
1051
8.7
14
Agentic AI - Outbound Call Tracking
8.6
39
Not enough data
8.6
40
Not enough data
Calling
8.5
186
Not enough data
8.4
177
Not enough data
8.7
186
Not enough data
8.7
184
Not enough data
8.8
44
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
189
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
8.7
39
Not enough data
Agentic AI - Sales Coaching
9.0
21
Not enough data
9.0
21
Not enough data
9.2
22
Not enough data
9.2
22
Not enough data
Training
8.8
258
Not enough data
8.8
250
Not enough data
8.5
209
Not enough data
8.5
244
Not enough data
Feedback
8.8
239
Not enough data
8.6
234
Not enough data
8.6
215
Not enough data
8.6
202
Not enough data
8.8
226
Not enough data
8.9
229
Not enough data
8.7
200
Not enough data
Generative AI
7.6
72
Not enough data
Agentic AI - Sales Enablement
8.0
34
Not enough data
8.0
33
Not enough data
8.2
34
Not enough data
Content Management
8.3
353
Not enough data
8.1
344
Not enough data
8.2
330
Not enough data
8.5
319
Not enough data
8.3
337
Not enough data
Analytics
8.7
346
Not enough data
8.4
344
Not enough data
8.4
225
Not enough data
8.3
351
Not enough data
Learning Management - Sales Enablement
8.3
27
Not enough data
8.4
27
Not enough data
8.5
27
Not enough data
Revenue Enablement - Sales Enablement
8.3
26
Not enough data
8.3
29
Not enough data
8.8
28
Not enough data
Agentic AI - Revenue AI Platforms
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
Platform - Revenue AI Platforms
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
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Agentforce Sales (formerly Salesforce Sales Cloud) and Workbooks are categorized as Sales Analytics, Lead Scoring, Sales Performance Management, and CRM
Unique Categories
Agentforce Sales (formerly Salesforce Sales Cloud) is categorized as Sales Planning, Business Scheduling, Revenue Operations & Intelligence (RO&I), Conversation Intelligence, Sales Engagement, AI Sales Assistant, Location Intelligence, Field Sales, Sales Coaching, Sales Enablement, Outbound Call Tracking, Email Tracking, and Revenue AI Platforms
Workbooks is categorized as A/B Testing
Reviews
Reviewers' Company Size
Agentforce Sales (formerly 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
13.6%
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
8.3%
Computer Software
7.4%
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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