Salesforce.com

Workbooks

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Ratings & Reviews

Overall Rating

4.36 / 5 (14,052)

4.36 / 5 (102)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.0 / 5

4.5 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

April 1, 2020

August 6, 2019

Pros/Cons

  • Pros

  • Beautiful interface and mostly very good price

  • very flexible, fairly easy to use, great availability

  • Cons

  • The new Lightning experience​ looks pretty good however it is missing so many functions from the classic view.

  • not many, can be clunky but the pros definitely outweigh the little cons

  • Pros

  • The product is customizable and affordable. The customer service is prompt and thorough.

  • Workbooks is quite easy to use and provide a high level of flexibility and control in reporting and configuration

  • Cons

  • The reporting element can be a little overwhelming but the support received is second to none. Other than that it is great!

  • The only area we would like to see improved is Case handling. I think the software could be a little more intuitive and automated when is comes to customer communications.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

How it's priced

Salesforce users pay either a monthly or annual subscription fee for each user login. It is a cloud-based solution.

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Contract Term

Salesforce requires a year-long contract for cloud-based deployment; renewed annually.

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Upfront Costs

Additional fees apply for implementation (e.g., special integrations, customizations and/or data migration).

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Recurring Costs

Fees apply for premium support.

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Advisor Recommendations & User Awards

FrontRunners

FrontRunners

2019

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Number of times our advisors have recommended this product

(in the last 30 days)

56 Recommendations

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Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots

Support

Phone Support

Phone support included in subscription fee.

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Online Case Submission

Online case submission available to all users.

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Online Support Options

Help website, knowledge base, and online community included in subscription fee. Additional support can be purchased.

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Training

“Getting started” online catalogue available to all users. Additional live and/or online training included in subscription fee. Online training includes webinars and/or videos.

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