Compare Salesforce Sales Cloud and Workbooks 
Featured Products
At a Glance
Market Segments
Mid-Market (46.0% of reviews)
Small-Business (60.5% of reviews)
Entry-Level Pricing
$25.00 1 User Per Month
Free
Salesforce Sales Cloud
Star Rating
(25,423)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
(571)4.2 out of 5
Market Segments
Small-Business (60.5% 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 providing a comprehensive view of customer interactions, with users appreciating how it consolidates leads, opportunities, and customer data into one platform. This integration allows teams to work more efficiently and make informed decisions based on real-time insights.
- Users say that Workbooks offers a user-friendly experience, particularly highlighting its keyboard shortcuts that streamline data entry. Many find it beneficial for managing various aspects of their business, such as customer service and sales, all in one place, which enhances operational efficiency.
- Reviewers mention that Salesforce Sales Cloud has a robust implementation process, with many users praising its intuitive onboarding features that help teams get up and running quickly. This is contrasted by Workbooks, which, while easy to use, may not provide the same level of structured support during initial setup.
- According to verified reviews, Salesforce Sales Cloud is recognized for its strong analytics capabilities, with users noting its effectiveness in managing leads and forecasting. This feature is particularly valuable for budgeting and strategic planning, setting it apart from Workbooks, which, while functional, does not match the depth of analytics offered by Salesforce.
- G2 reviewers highlight that Workbooks shines in its ease of use across multiple devices, allowing seamless access and collaboration. Users appreciate this flexibility, especially when working with partners, whereas Salesforce Sales Cloud, while powerful, may require more training to fully leverage its extensive features.
- Users report that Salesforce Sales Cloud generally provides superior customer support, with many praising the quality and responsiveness of assistance. In contrast, while Workbooks has received positive feedback for its support, it does not consistently match the level of service that Salesforce users experience.
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
13,876
8.4
467
Ease of Use
8.2
17,863
8.4
471
Ease of Setup
7.8
8,821
7.9
227
Ease of Admin
7.9
4,464
8.2
235
Quality of Support
8.1
12,111
8.6
431
Has the product been a good partner in doing business?
8.4
4,427
8.7
222
Product Direction (% positive)
8.3
13,550
8.7
459
Features by Category
Sales Force Automation
8.8
9504
|
Verified
8.5
344
|
Verified
8.3
6398
|
Verified
8.0
207
8.7
9232
|
Verified
8.2
317
|
Verified
8.3
9475
|
Verified
8.2
345
|
Verified
8.0
7320
|
Verified
7.9
219
|
Verified
8.2
7613
|
Verified
8.1
282
|
Verified
8.0
6759
|
Verified
7.9
252
|
Verified
8.1
6658
|
Verified
8.1
248
|
Verified
8.3
7409
|
Verified
8.1
255
|
Verified
Marketing Automation
8.0
6670
|
Verified
7.8
268
|
Verified
8.1
6991
|
Verified
7.8
289
|
Verified
8.5
8041
|
Verified
8.0
309
|
Verified
7.9
5428
8.0
215
|
Verified
Customer Support
8.3
6820
|
Verified
8.4
276
|
Verified
8.1
6387
|
Verified
8.1
245
|
Verified
8.2
6787
|
Verified
8.2
265
|
Verified
8.0
5498
|
Verified
8.1
201
|
Verified
8.2
5992
|
Verified
8.2
207
|
Verified
Reporting & Analytics
8.5
8965
|
Verified
8.2
342
|
Verified
8.5
9144
|
Verified
8.0
342
|
Verified
8.2
7444
|
Verified
8.0
253
|
Verified
Mobile & Social
7.9
5621
|
Verified
7.8
168
|
Verified
7.8
5248
|
Verified
7.7
164
|
Verified
7.7
6099
|
Verified
7.5
207
|
Verified
Platform
8.6
3603
|
Verified
8.4
186
|
Verified
8.5
3608
|
Verified
8.2
155
|
Verified
8.6
3626
|
Verified
8.5
184
|
Verified
8.4
2899
|
Verified
8.0
107
|
Verified
8.5
3175
|
Verified
8.3
108
|
Verified
8.1
3192
|
Verified
7.8
129
|
Verified
8.7
3606
|
Verified
8.5
187
|
Verified
8.1
3028
8.2
144
|
Verified
Integration
8.5
2604
|
Verified
8.3
183
|
Verified
8.5
3067
|
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
246
Not enough data
8.0
241
Not enough data
8.0
238
Not enough data
8.0
241
Not enough data
8.2
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
8.9
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
9.1
28
Not enough data
9.0
28
Not enough data
9.0
27
Not enough data
9.0
26
Not enough data
9.2
28
Not enough data
9.1
27
Not enough data
9.2
28
Not enough data
Integrated Workflows
8.7
521
Not enough data
8.5
514
Not enough data
8.1
468
Not enough data
8.1
463
Not enough data
8.8
525
Not enough data
8.4
471
Not enough data
8.6
483
Not enough data
Repeatability and Reportability
8.4
485
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
8.4
90
Not enough data
8.6
87
Not enough data
8.4
90
Not enough data
8.3
89
Not enough data
8.3
90
Not enough data
8.5
89
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
8.4
65
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
156
Not enough data
8.5
157
Not enough data
8.1
156
Not enough data
8.1
155
Not enough data
8.8
158
Not enough data
Branding & Customizatio
8.1
151
Not enough data
8.2
154
Not enough data
8.3
154
Not enough data
Automatic Rules & Configurations
8.4
155
Not enough data
8.3
155
Not enough data
8.0
156
Not enough data
Agentic AI - Business Scheduling
8.3
33
Not enough data
8.4
35
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
172
Not enough data
8.6
170
Not enough data
8.8
168
Not enough data
8.2
165
Not enough data
Territory Management - Sales Planning
8.6
167
Not enough data
8.5
172
Not enough data
Quota & Capacity Management - Sales Planning
8.4
169
Not enough data
8.4
176
Not enough data
8.4
169
Not enough data
Agentic AI - Sales Planning
8.5
58
Not enough data
8.5
57
Not enough data
Agentic AI - Lead Scoring
7.8
56
Not enough data
8.2
55
Not enough data
7.9
57
Not enough data
8.0
57
Not enough data
Attribution
8.9
452
7.5
12
8.9
456
8.2
13
8.6
436
7.6
11
Discovery
8.9
460
8.1
13
8.6
454
7.4
12
8.6
434
7.5
12
Management
8.5
422
7.9
11
8.6
442
7.1
11
Platform
8.6
433
7.3
14
8.6
433
7.5
14
Agentic AI - Sales Performance Management
8.5
76
Not enough data
8.6
75
Not enough data
8.5
77
Not enough data
Incentives
8.2
439
6.7
9
8.4
503
6.7
8
8.0
437
6.3
9
8.6
514
6.8
11
Personalization
8.6
485
7.3
10
8.8
562
8.6
12
8.9
595
8.3
13
8.6
537
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
8.1
63
Not enough data
8.4
61
Not enough data
8.4
61
Not enough data
8.2
62
Not enough data
8.4
62
Not enough data
8.3
61
Not enough data
8.3
64
Not enough data
Analytics
8.3
568
Not enough data
8.4
577
Not enough data
8.3
591
Not enough data
Customizations
8.7
621
Not enough data
8.5
591
Not enough data
8.6
625
Not enough data
8.4
570
Not enough data
8.4
597
Not enough data
Generative AI
7.5
291
Not enough data
Agentic AI - Sales Analytics
8.3
81
Not enough data
8.6
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
966
7.9
11
8.7
997
8.7
13
8.3
901
7.7
11
8.7
1029
8.2
14
8.6
961
8.3
15
Predictive Analytics
8.4
945
8.3
13
8.6
958
8.6
12
8.1
854
7.6
11
8.3
894
8.0
14
Sales Management
8.7
983
8.6
14
8.1
857
7.7
11
8.6
980
8.3
12
8.8
1049
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
183
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
188
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
22
Not enough data
8.9
22
Not enough data
9.1
23
Not enough data
9.2
23
Not enough data
Training
8.8
259
Not enough data
8.8
251
Not enough data
8.5
210
Not enough data
8.5
245
Not enough data
Feedback
8.8
240
Not enough data
8.6
235
Not enough data
8.6
216
Not enough data
8.6
203
Not enough data
8.8
227
Not enough data
8.9
229
Not enough data
8.7
201
Not enough data
Generative AI
7.6
73
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
329
Not enough data
8.5
319
Not enough data
8.3
337
Not enough data
Analytics
8.7
345
Not enough data
8.4
342
Not enough data
8.4
224
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
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
7.4%
Marketing and Advertising
6.1%
Accounting
6.1%
Retail
4.9%
Other
67.4%
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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