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Workbooks CRM – Your Alternative To GoldMine

GoldMine is more of an advanced contact manager than a comprehensive CRM system, with limited functionality mainly focused around contact management and sales pipeline management.

The three most common reasons for switching are:

  1. Customer Satisfaction – Users are more likely to recommend Workbooks than GoldMine
  2. Co-Funded Implementation – Workbooks lowers the cost of implementation with co-funded implementation services
  3. Core Functionality – Workbooks’ core functionality extends beyond marketing, sales and customer service to include marketing automation, order management and fulfilment, invoicing, supplier management and event management
Workbooks CRM – Your Alternative To GoldMine

Compare Workbooks with GoldMine

Feature Title
Workbooks CRM is rated higher by users than GoldMine for customisation, workflow capability, content and document management, and performance and integration.* Workbooks' sales force automation features, including product list and price management, and quote and order management, are rated at least 13 points higher than GoldMine*.
When it comes to marketing automation capabilities and being able to track and monitor your marketing campaigns, GoldMine doesn’t offer the breadth of features Workbooks does, potentially leaving you in the dark as to where your leads and sales are coming from – important when this is the only team that can use the system. GoldMine is also not as easily customisable to your business needs, with its customers only giving the platform a satisfaction score of 76% against a 87% for Workbooks*.
Support & Implementation
We develop and implement the software ourselves, ensuring you get value quickly. Our local team of consultants and engineers help make implementation and set-up a fast and smooth process. Our customers highly value our ‘can do attitude’, and the quality of our support and knowledge base.
GoldMine customers give set-up a satisfaction score of 70% (11 points lower than Workbooks)*. The quality of support is rated 10 points lower at GoldMine than at Workbooks* – a very substantial difference that can dramatically impact your day-to-day.
Satisfaction / NPS
With one of the highest Net Promoter Scores (NPS) at 45 and 85% of our customers likely to recommend Workbooks*, your business is in safe hands. 87% of customers are satisfied that Workbooks CRM is going in the right direction*, which makes it a future-proof choice for your business.
Only 73% of GoldMine customers would recommend the software which is also reflected in an NPS score of 7*; Only half of GoldMine customers (50%) rate GoldMine as going in the right direction*.
Mix & Match
Workbooks allows you to mix your licences across users. If you want some CRM edition and some Business edition, that’s completely fine.
GoldMine requires all users to be on the same licence level. If some of your users need Enterprise edition features, everyone needs to pay for that licence level.
Workbooks CRM – Your Alternative To GoldMine image

Workbooks CRM – Your Alternative To GoldMine

G2 is the world’s leading B2B software and services review site. Its influential Grid® Report for CRM ranks products based on reviews posted by real-life users, including more than 500 active Workbooks users.

According to reviewers:

  • 85% would recommend Workbooks
  • 86% think Workbooks meets their requirements
  • 92% rated Workbooks 4 or 5 stars

As well as rating Workbooks highest for overall satisfaction, reviewers also highlighted our exceptional payback period. On average, reviewers saw a return on their investment in Workbooks in only 12 months – 4 months less than GoldMine.

Download your copy for a complete comparison of Workbooks and GoldMine.

With other vendors, you
  • Pay one company for software and pay another to implement it​

  • Are pressured into buying software before understanding the true cost of implementation

  • Pay full cost for implementation of the cloud CRM software

With Workbooks you can
  • Get CRM software and implementation from a single vendor​

  • A co-funded workshop before you buy software to ensure it meets your needs​

  • Get free consulting days to co-fund your implementation

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