Workbooks CRM Greatly Out Scores Competitors in G2 Crowd Report

Slma-recommended-187 G2-non-gated (1)Title:   G2 Crowd Grid Report for CRM Summer 2018: vs. Competitors

Published by/Authors:  G2 Crowd

Gated: No

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Length:  14 Pages, PDF


This PDF compares with eleven competitors shown on a CRM G2 Crowd Grid®.   Of 41 categories with numerical scores Workbooks CRM has 24 first place scores, 11  second place and 6 ties.  This is the highest scoring of any company listed in the report. The number two company had 11 first place, 24 second place and 5 tied scores.  This is a great performance.  

Pricing for CRM competitors editions are included on the pages 6-11 of the report. 

The companies compared are:

  1. Workbooks
  2. SugarCRM
  3. Salesforce CRM
  4. Netsuite CRM
  5. Dynamics 365
  6. Goldmine
  7. Zoho CRM
  8. SAP CRM
  9. Sage CRM
  10. Siebel
  11. Oracle Sales Cloud
  12. ACT!

SLMA Comments:   The following is taken directly from G2 Crowd’s explanation of how the grid and scoring is determined.   The reality is this report reflects the opinions of real users and not a simple analysts opinion.   While some consider CRM a me-too commodity software application, Workbooks CRM, a UK based company, seems to separate itself from the pack by its noticeable first place scoring in a majority of the 41 categorizes measured, awhile keeping its pricing at below market value as compared to ten out of eleven competitors. 

Grid® Methodology Grid® Rating Methodology.  

The Grid® represents the democratic voice of real software users, rather than the subjective opinion of one analyst. G2 Crowd rates products from the CRM category algorithmically based on data sourced from product reviews shared by G2 Crowd users and data aggregated from online sources and social networks. Technology buyers can use the Grid® to help them quickly select the best products for their businesses and to find peers with similar experiences. For vendors, media, investors, and analysts, the Grid® provides benchmarks for product comparison and market trend analysis.

Grid® Scoring Methodology G2 Crowd rates products and vendors based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. We apply a unique algorithm (v3.0) to this data to calculate the Satisfaction and Market Presence scores in real time. The Grid® Report for CRM | Summer 2018 is based off of scores calculated using the G2 Crowd algorithm v3.0 from reviews collected up until June 06, 2018. To view the CRM Grid® with the most recent data, please visit the CRM page.

 Recommended for: 

  • President
  • C-Level Folks
  • CFO
  • CSO
  • CMO
  • Marketing Operations
  • Content Management and Creation
  • Product Management

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This review was conducted independently without the advice or consent of the publisher.  Of course, we only review those papers that are worth it for you to read, we leave the others to someone else.

Note:  If you would like your research or e-book reviewed, you may submit it to:  There is no guarantee it will be reviewed.  You may not be given notice if it is reviewed.  If you would like to submit artwork for the cover of the work along with a copy of the work, you may do so.  Members and non-members, sponsors and non-sponsors are welcomed to submit work for review.  Sponsors are given priority for white paper reviews.

 This blog is supported by the generous sponsorship of  VanillaSoft and Goldmine CRM Software and the 25 additional sponsors of the SLMA. 

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Is it time for you to have a Personal Brand?

Note:  This is an abbreviated article that originally appeared in the Funnel Media Group Blog as Do You Have a Personal Brand?

Invest YourselfFor many careers, having your own personal brand, beyond words on a resume, not only makes sense, but is required and expected. It could be a sales job, marketing (of course), even CEOs and Presidents have personal brand considerations. For your own brand you have to consider how you will invest in yourself.  

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How to Identify High-Value Prospects - eBook from Pointclear

Slma-recommended-187TMcDade Ebookitle:  PREDICTIVE B2B MARKET TARGETING

Subtitle:  How to identify Your High-Value Prospects-Before You Run a Program

Published by/Authors:  Dan McDade CEO of PointClear

Gated: Yes – a small gate

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Funnel Radio Line-up August 30



10:30 am SLMA Radio Special Episode with host Susan Finch

Guest: Anil Kaul, CEO @AbsolutData

Topic: What can AI do for me? Speaking to the puzzled, intrigued and curious.

What do sales managers say about AI as a tool to help them manage? Are they welcoming or defensive. Our guest, Anil Kaul, says that most are still puzzled, intrigued and curious. Tune in Thursday 10:30am Pacific.

He asks us to ask the question, "What am I going to be doing next to increase productivity?" First, hire the right sales person, coach them, and spend the time training them. Companies spend a lot of time hiring and firing sales staff. They take the hit and miss approach. And now sales managers are expected to spend all of their time coaching. Listen to how this can be solved so sales can get back to SALES and managers can better use their time. 

11:00 am Special Edition of CRM Radio - James Obermayer, host with guest, Paul Petersen

Topic: Petersen Shares Stories of Things He has Learned in Life

Paul Petersen, GM and VP of Goldmine Software shares his struggles from a young man to adjust to the realities of business.  He has worked for 7 CEO’s as a senior manager and each taught him that he must consider being:

  1. Adaptability: He had to accept and participate in change; He has had 7 CEOs – all good guys, but different. He chose to participate rather than fight it (excepting criminal or ethical lapses)
  2. An “idea” is NOT a “plan”: many a good idea goes unfulfilled for want of execution. Have an idea? Enlist others to help -- have a bias for action.
  3. Communicating is hard – He learned more from listening than speaking. And by listening, he was more relevant for what  he heard
  4. No one Cares what you did (or know) – only what you do now. No one says “tell us about software in the old days, Mr. Petersen” or cares about his thoughts on Fleetwood Mac before the girls joined.
  5. Make your boss look good (and team) – don’t be a kiss ass, but be supportive, do what you can to help others succeed; offer praise, cooperation – and phrase critiques gently.
  6. Lastly Bonus: have coping strategies: Pick your battlesbe activedo stuff /press on

The Best ABM Podcasts on Sales Pipeline Radio with Matt Heinz - 8 to Choose from! A full Course on ABM!

Funnel-radio-host-heinz-spr-400x400Listen to Matt Heinz on Sales Pipeline Radio interview eight experts on ABM.  This is a free full course on Account Based Marketing!

Is ABM a fad or here to stay?    Sangram Vajra

ABM Noise Making you Kranky?  Robert Pease and Brian Hosford

ABM- Joys and Failures  Lauren Vaccarello 

Continue reading "The Best ABM Podcasts on Sales Pipeline Radio with Matt Heinz - 8 to Choose from! A full Course on ABM!" »

How to Win Big Contracts - Podcast with Konrath and Petersen

Paul Petersen interviews Jill Konrath, author of More Sales in Less Time. Jill Konrath’s career is defined by her relentless search for fresh strategies that actually work in today’s sales world. Jill’s newsletters are read by 125,000+ sellers worldwide. Her popular blog has been syndicated on numerous business and sales websites.

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A good drive on the 18th hole has stopped many a golfer from giving up the game.

GolferStuff happens in golf and sales. You can shank it, hit into all the traps, and miss every green but that one sweet under-par hole can change the game for you. Just like that one sweet sale can change your outlook on sales.

Continue reading "A good drive on the 18th hole has stopped many a golfer from giving up the game." »

Data Dogs talk about Why Corporate Strategy is all about Data-Podcast

Click to Listen 

Mark Godley sits down with Karan Singh, COO at SalesSource, and Lars Nilsson, CEO of SalesSource, to discuss why data can make or break B2B GTM strategy. Between the three of these data dogs they know a thing or two about data and most of it has been learned through trial by fire in their early years. Join the podcast to hear what pitfalls to avoid when choosing a data provider and what defines success.  

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