SAP Sales Cloud vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
SAP Sales Cloud
Score 8.3 out of 10
N/A
SAP Sales Cloud (formerly SAP Cloud for Sales) is a cloud sales application with sales automation, enterprise resource planning (ERP) integration, and collaboration capabilities.N/A
Workbooks
Score 4.9 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
$30
per user/per month
Pricing
SAP Sales CloudWorkbooks
Editions & Modules
No answers on this topic
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
SAP Sales CloudWorkbooks
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
SAP Sales CloudWorkbooks
Features
SAP Sales CloudWorkbooks
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
SAP Sales Cloud
8.3
Ratings
7% above category average
Workbooks
7.7
Ratings
0% below category average
Customer data management / contact management8.80 Ratings8.50 Ratings
Workflow management8.60 Ratings8.20 Ratings
Territory management7.20 Ratings7.70 Ratings
Opportunity management8.00 Ratings8.80 Ratings
Integration with email client (e.g., Outlook or Gmail)7.90 Ratings6.40 Ratings
Contract management8.30 Ratings7.20 Ratings
Quote & order management8.30 Ratings7.60 Ratings
Interaction tracking8.50 Ratings6.40 Ratings
Channel / partner relationship management8.60 Ratings8.40 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
SAP Sales Cloud
8.1
Ratings
7% above category average
Workbooks
6.3
Ratings
18% below category average
Case management7.90 Ratings6.20 Ratings
Call center management8.60 Ratings6.80 Ratings
Help desk management8.00 Ratings5.80 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
SAP Sales Cloud
7.5
Ratings
1% below category average
Workbooks
7.3
Ratings
4% below category average
Lead management7.30 Ratings8.00 Ratings
Email marketing7.60 Ratings6.60 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
SAP Sales Cloud
8.2
Ratings
8% above category average
Workbooks
7.5
Ratings
1% below category average
Task management8.10 Ratings7.70 Ratings
Billing and invoicing management8.10 Ratings6.80 Ratings
Reporting8.60 Ratings7.80 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
SAP Sales Cloud
8.4
Ratings
10% above category average
Workbooks
8.6
Ratings
13% above category average
Forecasting8.30 Ratings8.20 Ratings
Pipeline visualization8.40 Ratings8.80 Ratings
Customizable reports8.50 Ratings8.80 Ratings
Customization
Comparison of Customization features of Product A and Product B
SAP Sales Cloud
7.7
Ratings
3% above category average
Workbooks
7.7
Ratings
3% above category average
Custom fields8.00 Ratings8.40 Ratings
Custom objects7.30 Ratings7.60 Ratings
Scripting environment7.70 Ratings7.50 Ratings
API for custom integration7.80 Ratings7.50 Ratings
Security
Comparison of Security features of Product A and Product B
SAP Sales Cloud
8.6
Ratings
3% above category average
Workbooks
7.5
Ratings
10% below category average
Single sign-on capability8.80 Ratings7.00 Ratings
Role-based user permissions8.30 Ratings8.00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
SAP Sales Cloud
7.2
Ratings
2% below category average
Workbooks
6.6
Ratings
11% below category average
Social data7.30 Ratings6.00 Ratings
Social engagement7.20 Ratings7.30 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
SAP Sales Cloud
7.7
Ratings
5% above category average
Workbooks
6.9
Ratings
6% below category average
Marketing automation8.00 Ratings6.70 Ratings
Compensation management7.40 Ratings7.00 Ratings
Platform
Comparison of Platform features of Product A and Product B
SAP Sales Cloud
7.5
Ratings
2% above category average
Workbooks
4.2
Ratings
54% below category average
Mobile access7.50 Ratings4.20 Ratings
Best Alternatives
SAP Sales CloudWorkbooks
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.7 out of 10
Creatio
Creatio
Score 9.7 out of 10
Enterprises
Creatio
Creatio
Score 9.7 out of 10
Creatio
Creatio
Score 9.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
SAP Sales CloudWorkbooks
Likelihood to Recommend
8.5
(0 ratings)
7.0
(0 ratings)
Likelihood to Renew
8.6
(0 ratings)
8.5
(0 ratings)
Usability
6.7
(0 ratings)
7.3
(0 ratings)
Availability
8.0
(0 ratings)
9.1
(0 ratings)
Performance
8.0
(0 ratings)
-
(0 ratings)
Support Rating
8.8
(0 ratings)
8.2
(0 ratings)
Online Training
7.0
(0 ratings)
6.4
(0 ratings)
Implementation Rating
8.0
(0 ratings)
-
(0 ratings)
Product Scalability
8.3
(0 ratings)
-
(0 ratings)
User Testimonials
SAP Sales CloudWorkbooks
Likelihood to Recommend
1. Better understanding of customer choice and sales insights. 2. High chance that we can convert the lead into sales as SAP analyzes the customer's need and behavior. 3. As it analyzes the data behind the scenes, a better price deal closing is possible, as it gives that level of insight.
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Workbooks offers great support, as do ( in our experience) local partners. It works really well for our sales and marketing departments. Workbooks is really effective in tracking our marketing campaigns. It also keeps tabs on existing clients, and gives insight on how quickly potentials are turned to customers.
As with all CRM it strongly depends on how well it is being maintained and used by the user. We have found that with the ease of use of Workbooks its become much less of an issue. Where as before we didn't only look at the data produced but actually had to keep track of the system being used accurately. We constantly needed to keep tabs on the actual level of maintaining.
The fact that we see data being produced organically (naturally being updated and tracked) to me is a testament of the user friendly nature of workbooks.
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Pros
  • Help sales teams decide based on relevant data
  • Provide a framework to guide sales teams on activities such as status updates, customer success, sales qualification, etc
  • Reduce manual work by predictive analysis, that is, by understanding when a template can be helpful, updating a manager on a finished task, etc
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  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
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Cons
  • One area of concern is the many data silos that are present within SAP sales cloud
  • While creating filters for accessing sales lead reports, the accuracy is missing sometimes.
  • The product is quite vast and a lot more learning material and knowledge base documents are required.
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  • We use it for support but find it difficult to easily link support emails that arrive to organisations, it requires a lot of manual input to open/close a case
  • The flexibility can be a hindrance as it can be difficult to work out exactly what you wish to see, especially in reports. Sometimes a simple report is all thats required but it provides a lot of information
  • Can sometimes be a little slow and goes down from time to time but this is fairly rare
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Likelihood to Renew
I know what SAP CRM can do in the future. We are very happy with the product and think it is a great choice for both SAP ERP users and even those who do not use other SAP products. We have both Salesforce and SAP CRM, and we feel that Salesforce is a good product for a few years, but SAP CRM is a more fully-featured product and is a better choice for complex organizations capable of running installed software of this complexity. It is often just a question of budget.
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the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
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Usability
In short, SAP CRM is a complete service that will help improve marketing strategy and productivity. It covers various topics, from big data analytics to resource management and housing sales data. SAP CRM has a long list of features and can do them all.
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No answers on this topic
Reliability and Availability
Product was mostly available. A couple accessibility issues did exist when sending API calls, and there was either no response, or a delayed response.
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Workbooks CRM never let me down.
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Support Rating
SAP's customer service is quick and efficient, with a response time of fewer than some minutes. In either case, you'll get instant help from the vendor or online forums. In addition, the vendor provides excellent global support for this tool. Like Salesforce, SugarCRM, etc., it's probably fine as a standalone CRM option.
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No answers on this topic
Online Training
Training was mostly completed over a couple conference calls, and reading the API documentation. Our developers were able to implement quickly after reading the documentation.
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Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
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Implementation Rating
I would rate the implementation a 7. While the process overall was successful, there were challenges related to data migration, integration with other systems, and initial user adoption. However, the support from SAP during the implementation phase was helpful, and we were able to resolve the major issues as the process progressed.
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No answers on this topic
Alternatives Considered
One of the most outstanding features of SAP Sales Cloud is its easy integration with our existing SAP ecosystem. This was essential because we used SAS/4HANA in our operations. Its ability to have a single platform that easily integrates sales data with other company operations was a huge advantage for us. In contrast, some of the other systems we explored required significant changes or integration work, which would have raised our overall costs and level of complexity.
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Workbooks is highly customizable, affordable, scalable, and a workhorse when it comes to being able to design a system to get things done. There is almost no limitations to what can be done with it, and even if you don't want to use their built in automation engine to design highly specific workflows, the functionality out of the gates is a tremendous asset for most businesses
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Scalability
I choose this rating because the sales and supply chain network has been strengthened by the use of this product. Sap Sales cloud has seamlessly unified the backend business processes into more transparent effective ones.The customer satisfaction have also increased with better customer collaboration and relationship.The vendor management process has also been significantly impacted and all for good
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No answers on this topic
Return on Investment
  • Integration with additional sales tools, such as LinkedIn Sales Navigator, greatly improves the speed and efficiency of our entire process.
  • Standard templates facilitate easy and efficient lead interaction.
  • The time is reduced and representative job productivity increases when SAP Sales Cloud is used.
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  • Tracking of customers who are in active support or not has benefited the support team's time by not supporting non paying customers.
  • Keeping track of why sales are won or lost has meant we can call upon times when new leads have the same characteristics as old wins/loses.
  • Creating auto invoicing scripts has drastically cut the finance team's invoicing time.
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ScreenShots

SAP Sales Cloud Screenshots

Screenshot of the SAP Sales Cloud dashboard, where users can can automate critical selling processes and give sellers AI-based recommendations. The dashboard features:
Cloud deployment
A unified view of customers
An optimised mobile selling experience
AI-driven insights, recommendations, and analytics
Embedded generative AI highlights and summarization

Workbooks Screenshots

Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record