Workbooks Features

Based on 187 Workbooks reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 155 Workbooks reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 185 Workbooks reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 108 Workbooks reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 109 Workbooks reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Based on 130 Workbooks reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Based on 188 Workbooks reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 145 Workbooks reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Syncs lead data within the sales database for consistency and accuracy This feature was mentioned in 14 Workbooks reviews.

As reported in 14 Workbooks reviews. Provides analysis on lead scores, funnel insights, and both open and closed opportunities

Based on 345 Workbooks reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information 208 reviewers of Workbooks have provided feedback on this feature.

Based on 318 Workbooks reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 346 Workbooks reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 220 Workbooks reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Based on 283 Workbooks reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 253 Workbooks reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Based on 249 Workbooks reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Based on 256 Workbooks reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Based on 269 Workbooks reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Based on 290 Workbooks reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Based on 310 Workbooks reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Based on 216 Workbooks reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities

Based on 277 Workbooks reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.

Based on 246 Workbooks reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Based on 266 Workbooks reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Based on 202 Workbooks reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Based on 208 Workbooks reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Based on 184 Workbooks reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 138 Workbooks reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 114 Workbooks reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Based on 169 Workbooks reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Based on 165 Workbooks reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 208 Workbooks reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 343 Workbooks reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 343 Workbooks reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 254 Workbooks reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

As reported in 12 Workbooks reviews. Compiles data from a breadth of either internal or external sources.

Based on 14 Workbooks reviews. Enables user to communicate data by securely exporting and sharing it.

As reported in 12 Workbooks reviews. Allows users to view data visualizations on several devices.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. This feature was mentioned in 15 Workbooks reviews.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 16 Workbooks reviews.

As reported in 14 Workbooks reviews. Provides scores or rankings of each prospect based on the data provided.

As reported in 13 Workbooks reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing.

Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 12 Workbooks reviews.

Based on 15 Workbooks reviews. Provides live customer data so that sales organizations forecasts stay current.

As reported in 15 Workbooks reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

Based on 12 Workbooks reviews. Enables competition between a sales team by providing things like challenges and scoreboards.

Based on 13 Workbooks reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication. This feature was mentioned in 15 Workbooks reviews.

Aligns lead scores with predefined lead distribution criteria This feature was mentioned in 12 Workbooks reviews.

Matches and assigns leads to the correct sales representative 13 reviewers of Workbooks have provided feedback on this feature.

Based on 11 Workbooks reviews. Determines which leads should be prioritized and then accelerates them up the pipeline

As reported in 13 Workbooks reviews. Integrates with lead capture and lead intelligence tools to discover leads

As reported in 12 Workbooks reviews. Creates and assigns scoring system to rank the viability of leads

Integrates with CRM or marketing automation tools to contextualize lead data This feature was mentioned in 12 Workbooks reviews.

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities 11 reviewers of Workbooks have provided feedback on this feature.

Aligns lead scores and strategy with existing sales operations This feature was mentioned in 11 Workbooks reviews.

Assigns achievement badges to high-performing employees based on pre-determined standards.

Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements. 11 reviewers of Workbooks have provided feedback on this feature.

Creates user profiles similar to social media pages that display private or public statuses and updates. This feature was mentioned in 10 Workbooks reviews.

Generates reports with customizable fields to further understand employee performance. This feature was mentioned in 12 Workbooks reviews.

As reported in 13 Workbooks reviews. Visualizes individual and team insights such as new leads and outbound calls.

Allows teams to set trackable goals within the tool.

Integrates with CRM and financial systems to help determine goals 11 reviewers of Workbooks have provided feedback on this feature.

Organizes team members by roles, activities and objectives and weighs tasks by importance. 11 reviewers of Workbooks have provided feedback on this feature.

Based on 10 Workbooks reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Provides reporting and analytics tools to quantify the results of the experiment.

Provides heatmap functionality to assess what parts of the website visitors are engaging with most.

Allows for the testing of multiple variables at a time during a single test.

Allows multiple experiments to be deployed simultaneously.

Allows mobile web pages to be tested during A/B experiments.

What You See is What You Get (WYSIWYG) features allow the editing of web pages without HTML. This means you can directly edit pages with images and text without any coding.

Uses algorithms and continuous data entry to enable the technology to develop insights and optimize testing.

Requires little to no knowledge of coding. Usually this means it comes with prewritten code.

Allows users to generate text based on a text prompt. 17 reviewers of Workbooks have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting