SalesLoft

Workbooks

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Ratings & Reviews

Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.

Overall Rating

4.29 / 5 (136)

4.36 / 5 (102)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.0 / 5

4.5 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

August 4, 2020

August 6, 2019

Pros/Cons

  • Pros

  • The interface is very intuitive and I love how the dialer is integrated into the lead page.

  • The software is easy to use, effective and allows me to personalize my outreach at scale - which is incredibly valuable

  • Cons

  • There are times when there are some bugs that will not load correctly. These, however, are addressed quickly.

  • It doesn't integrate with HubSpot, only SalesForce. Completely understandable but detracts a bit from the capabilities.

  • 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.

Pricing

Pricing Range

What does it cost?

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Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Product Demo & Screenshots

Product Demo