Compare Agentforce Sales (formerly Salesforce Sales Cloud) and Workbooks 
At a Glance
Market Segments
Mid-Market (45.9% of reviews)
Small-Business (60.5% of reviews)
Entry-Level Pricing
$25.00 1 User Per Month
Free
Agentforce Sales (formerly Salesforce Sales Cloud)
Star Rating
(25,585)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
(573)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 Agentforce Sales excels in providing powerful automation and customizable dashboards, which significantly enhance the efficiency of managing sales pipelines and customer relationships. Users appreciate how these features save time and streamline processes, making it a preferred choice for larger teams.
- Users say that Workbooks stands out as a genuine all-in-one CRM and business platform, integrating various functionalities like sales automation, marketing tracking, and customer support into a cohesive system. This holistic approach is particularly beneficial for small businesses looking for a unified solution.
- Reviewers mention that Agentforce Sales has a higher overall satisfaction score, reflecting its robust capabilities in sales analytics and lead scoring. Users highlight the real-time insights provided by the platform, which help in making informed decisions and optimizing sales strategies.
- According to verified reviews, Workbooks offers a flexible and user-friendly interface, making it easier for users to manage business data without feeling overwhelmed. This ease of use is a significant advantage for teams that may not have extensive technical expertise.
- G2 reviewers report that while Agentforce Sales has a slightly more complex setup process, its comprehensive features and support for larger organizations often outweigh this challenge. Users note that the platform's extensive capabilities justify the initial learning curve.
- Users say that Workbooks, despite its lower overall ratings, provides excellent customer support and a positive user experience, particularly for small businesses. Reviewers appreciate the platform's ability to keep everything organized in one place, which simplifies daily operations.
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
14,005
8.4
468
Ease of Use
8.2
17,994
8.4
472
Ease of Setup
7.8
8,940
7.9
228
Ease of Admin
7.9
4,492
8.2
235
Quality of Support
8.1
12,221
8.6
432
Has the product been a good partner in doing business?
8.4
4,455
8.7
222
Product Direction (% positive)
8.3
13,668
8.7
460
Features by Category
Sales Force Automation
8.8
9564
|
Verified
8.5
345
|
Verified
8.3
6404
|
Verified
8.0
207
8.7
9285
|
Verified
8.2
318
|
Verified
8.3
9513
|
Verified
8.2
346
|
Verified
8.0
7328
|
Verified
7.9
219
|
Verified
8.2
7623
|
Verified
8.1
282
|
Verified
8.0
6767
|
Verified
7.9
252
|
Verified
8.1
6669
|
Verified
8.1
248
|
Verified
8.3
7419
|
Verified
8.1
255
|
Verified
Marketing Automation
8.0
6683
|
Verified
7.9
269
|
Verified
8.1
7000
|
Verified
7.8
290
|
Verified
8.5
8090
|
Verified
8.0
309
|
Verified
7.9
5434
8.0
215
|
Verified
Customer Support
8.3
6837
|
Verified
8.4
277
|
Verified
8.1
6393
|
Verified
8.1
245
|
Verified
8.2
6793
|
Verified
8.2
265
|
Verified
8.0
5504
|
Verified
8.1
201
|
Verified
8.2
5998
|
Verified
8.2
208
|
Verified
Reporting & Analytics
8.5
9007
|
Verified
8.2
343
|
Verified
8.5
9172
|
Verified
8.1
343
|
Verified
8.2
7470
|
Verified
8.0
253
|
Verified
Mobile & Social
7.9
5630
|
Verified
7.8
168
|
Verified
7.8
5254
|
Verified
7.7
165
|
Verified
7.7
6110
|
Verified
7.5
207
|
Verified
Platform
8.5
3634
|
Verified
8.4
186
|
Verified
8.5
3636
|
Verified
8.2
155
|
Verified
8.6
3634
|
Verified
8.5
184
|
Verified
8.4
2903
|
Verified
8.0
107
|
Verified
8.5
3179
|
Verified
8.3
108
|
Verified
8.1
3198
|
Verified
7.8
129
|
Verified
8.7
3624
|
Verified
8.5
187
|
Verified
8.1
3031
8.2
144
|
Verified
Integration
8.5
2606
|
Verified
8.3
183
|
Verified
8.5
3077
|
Verified
8.2
137
|
Verified
8.5
2905
|
Verified
7.7
113
Generative AI
7.6
893
6.7
16
Agentic AI - CRM
7.9
258
Not enough data
7.9
252
Not enough data
8.2
253
Not enough data
8.0
241
Not enough data
8.0
242
Not enough data
8.1
251
Not enough data
8.2
247
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
274
Not enough data
8.8
298
Not enough data
8.8
318
Not enough data
8.6
293
Not enough data
Organization
9.0
355
Not enough data
8.8
345
Not enough data
8.8
341
Not enough data
Performance Analysis
8.4
286
Not enough data
8.8
309
Not enough data
Sales Analysis
8.4
285
Not enough data
8.8
302
Not enough data
Generative AI
8.5
127
Not enough data
8.5
127
Not enough data
Agentic AI - AI Sales Assistant
9.2
29
Not enough data
9.1
29
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
523
Not enough data
8.5
515
Not enough data
8.1
470
Not enough data
8.1
464
Not enough data
8.9
527
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
416
Not enough data
Generative AI
7.4
271
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
36
Not enough data
8.7
34
Not enough data
8.5
34
Not enough data
Route Planning
9.0
33
Not enough data
9.0
35
Not enough data
9.3
36
Not enough data
Sales Performance Management
8.4
31
Not enough data
8.6
34
Not enough data
9.1
34
Not enough data
Presentation and Forms
8.1
30
Not enough data
8.4
33
Not enough data
8.6
33
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
32
Not enough data
8.4
34
Not enough data
Sales Performance Features - Sales Planning
8.4
175
Not enough data
8.5
164
Not enough data
8.5
169
Not enough data
8.6
172
Not enough data
8.6
170
Not enough data
8.8
168
Not enough data
8.2
164
Not enough data
Territory Management - Sales Planning
8.6
166
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
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
56
Not enough data
8.2
55
Not enough data
7.9
57
Not enough data
8.1
58
Not enough data
Attribution
8.9
455
7.5
12
8.9
459
8.2
13
8.6
437
7.6
11
Discovery
8.9
463
8.1
13
8.6
456
7.4
12
8.6
434
7.5
12
Management
8.5
422
7.9
11
8.6
444
7.1
11
Platform
8.6
434
7.3
14
8.6
433
7.5
14
Agentic AI - Sales Performance Management
8.5
75
Not enough data
8.7
75
Not enough data
8.5
76
Not enough data
Incentives
8.2
439
6.7
9
8.4
504
6.7
8
8.0
437
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
537
6.9
9
Administrative
8.7
567
8.0
11
8.5
528
7.6
11
8.4
510
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
568
Not enough data
8.4
577
Not enough data
8.3
591
Not enough data
Customizations
8.7
622
Not enough data
8.5
592
Not enough data
8.5
625
Not enough data
8.3
570
Not enough data
8.4
597
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
8.4
80
Not enough data
8.3
79
Not enough data
8.3
79
Not enough data
Data Sourcing
8.5
969
8.1
12
8.7
1000
8.7
13
8.3
903
7.7
11
8.7
1032
8.2
14
8.6
963
8.3
15
Predictive Analytics
8.4
948
8.3
13
8.6
962
8.6
12
8.1
857
7.6
11
8.3
897
8.0
14
Sales Management
8.7
986
8.6
14
8.1
859
7.7
11
8.6
983
8.3
12
8.8
1053
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
8.6
45
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
347
Not enough data
8.4
345
Not enough data
8.5
226
Not enough data
8.3
352
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%
Accounting
6.1%
Marketing and Advertising
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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