What is Workbooks?
Categories & Use Cases
Media
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Top Performing Features
Opportunity management
Users can track deals and create quotes.
Category average: 8.1
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Category average: 7.6
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7
Areas for Improvement
Social data
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
Category average: 6.7
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8.1
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.7
