Meet Workbooks CRM – the No-BS Salesforce alternative

A lot of CRM solutions offer similar experiences – they’re designed to help you manage all interactions with customers and prospects. But when it comes to prices, customization, implementation, support, and ultimately getting a solution that helps you secure results – there’s a lot of variation.

The best way to decide which CRM is right for you is to compare providers on the following:

Price: Do I have to pay for everyone to be on the same license? Are the long-term costs going to skyrocket after a big initial discount? Will I be paying for functionality I don’t need?

Support: Do you want support based in the same location as you to ensure faster response times? Have you checked out reviews of CRM providers’ support?

Implementation: Would you prefer to work with a CRM provider that understands your business and then implements your software themselves with one point of contact? Or would you prefer to work with a provider that passes this onto a third-party with extra costs?

Customization: How will you get the functionality you need from your CRM provider? Do they provide workshops to help you map out what’s needed? Have you compared the costs of these workshops?

Owain Williams, Editor, TechRadar, recently rated Workbooks #1 CRM for midsize businesses for these reasons:

Ease of use:

“As someone who has used a variety of CRM platforms over the years, I found that Workbooks offers one of the smoothest user experiences in the market. The layout is clean and uncluttered. It’s gentle enough for new users to get up and running quickly, while still providing robust features for power users and administrators. I was able to start using basic functions with minimal training.”

Implementation:

“It is clear that Workbooks is one of the best CRM platforms on the market. This is a fully-integrated CRM solution, not just a collection of modules. It provides tools for sales, marketing, support, order management, and more in a unified interface.

What really sets Workbooks apart is their hands-on approach to implementation and support. They work closely with each customer to tailor the system to their unique needs and provide ongoing consulting to ensure they get the most out of the platform.”

Support:

“Workbooks offers a comprehensive range of support channels to ensure that users can get help whenever and however they need it. customers feel that Workbooks go above and beyond when it comes to supporting them in getting the most from their CRM.”

Many CRM providers deliberately make pricing complicated to drive prospects into meetings because there’s a much higher chance of them making commitments face-to-face. If it’s hard to understand, it’s also easier to add additional costs on later in the process once you’ve signed the contract.

At Workbooks, we want to help you. That means there are no tactics like this. And if we don’t think Workbooks is the best fit for your business, we’ll tell you.

It depends on your requirements. Salesforce is highly extensible and has a very large ecosystem, but additional modules, integrations, support plans, and partner services can increase the total cost and complexity. Workbooks is a single platform for sales, marketing, service, orders, and operations, helping mid-sized businesses avoid stitching together multiple disconnected tools.

Workbooks is designed to reduce implementation complexity by combining software, onboarding, and ongoing support in a more direct relationship. Workbooks offers onboarding options including Self-Start, Jump-Start, and Shared-Success, with Shared-Success starting with a workshop to establish business goals, a CRM roadmap, and project scope.

Implementation time depends on your requirements, data, integrations, and the level of training your team needs. However, Workbooks is designed to get mid-sized organizations live quickly, with a structured onboarding approach and direct support from our own implementation team. Unlike many Salesforce implementations, which may require third-party consultants, multiple add-ons, and heavier customization, Workbooks provides a more guided implementation model focused on faster time to value and lower project risk.