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What is Workbooks?

At Workbooks, we accompany you throughout your entire journey, providing CRM software and services from one reliable source. When you choose Workbooks, we demonstrate our commitment to your success by co-funding your CRM project as you progress. This philosophy, which we refer to as Shared Success, means that your achievements are intertwined with ours. The goal of Shared Success is to minimize the likelihood of your CRM project encountering issues and to lower the costs associated with its implementation. Here’s how we facilitate this process: 1. We begin by hosting a co-funded workshop to help you identify what you need to meet your business objectives before you commit to purchasing software. 2. Once you decide to invest in Workbooks, we contribute to your implementation, ensuring you receive a tailored CRM solution at a competitive price. 3. Additionally, our co-funded customer success program ensures that your business processes are adaptable and that your CRM evolves alongside your growth. This unique approach contributes to our clients’ loyalty, with an average retention period of over 10 years, and more than 1,000 businesses globally rely on Workbooks to enhance collaboration, efficiency, and operational effectiveness. Ultimately, we believe that your success fuels our own, creating a mutually beneficial partnership.

What is Akoonu?

Equip each member of your sales team with the necessary insights to promote accountability and maintain the accuracy of pipeline data. Instantly enhance efficiency for everyone involved with intuitive pipeline visuals, integrated views, and real-time updates on opportunities. Built on the Salesforce Lightning Platform, this solution ensures complete data protection while facilitating quick implementation and seamless integration with current business processes. Easily monitor the progress of transactions in your pipeline, including new leads, successful deals, losses, and modifications. Summary metrics clearly illustrate variations in total value, showcasing all pertinent data that impacts overall results. You can effortlessly explore individual deals to evaluate their progress without sifting through numerous windows, tabs, or clicks. Utilize visual cues alongside numerical data to gauge pipeline risk according to different deal attributes like quantity, value, status, and timeline. Furthermore, assess crucial information related to each deal to gain a deeper understanding of their context and pinpoint any potential challenges that may emerge. This holistic strategy not only boosts visibility but also empowers your sales team, ultimately enhancing the quality of decision-making in your sales processes. By implementing these practices, your team can better anticipate and respond to market changes, further driving success.

Media

Media

Integrations Supported

Adobe Acrobat Sign
Basecamp
Box
COZYROC SSIS+ Suite
Honeywell Forge
HubSpot Customer Platform
Kixie PowerCall & SMS
MIE Trak Pro
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft Outlook
SQL Server
Sage 50
Salesforce
Salesforce Lightning Dialer
Salesforce Platform
Spotler
dotdigital Engagement Cloud

Integrations Supported

Adobe Acrobat Sign
Basecamp
Box
COZYROC SSIS+ Suite
Honeywell Forge
HubSpot Customer Platform
Kixie PowerCall & SMS
MIE Trak Pro
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft Outlook
SQL Server
Sage 50
Salesforce
Salesforce Lightning Dialer
Salesforce Platform
Spotler
dotdigital Engagement Cloud

API Availability

Has API

API Availability

Has API

Pricing Information

$39.00 per user per month
Free Trial Offered?
Free Version

Pricing Information

$20 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Workbooks

Date Founded

2007

Company Location

United Kingdom

Company Website

www.workbooks.com

Company Facts

Organization Name

Akoonu

Company Location

United States

Company Website

www.akoonu.com

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social Media Management

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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