Salesforce Service Cloud
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Campaign Membership
- Campaign Management
- Lead and Opportunity Management
- Quotas, and Forecast
- Case or ticket assignment
- Automatic ticket numbers
- Fully Featured Reporting Functionality
- Foreign Currency & Exchange Rates
- Manage Products and Pricing Schemes
- Sales Order Processing
- Unlimited Customizable Dashboards
- Notes, Activities and Notifications
- Capacity to send Outbound Emails
- Account & Contact Management
- Sales Management & Automation
- Marketing Management
- Customer Service Management
- Order Processing
- Invoicing & Credit Notes
- Automation Engine & Workflows
- Customizable Layouts
- Security
- Data Management
- Reporting & Dashboards
- Mobile
- Sandbox & Testing
- Events Management
Pricing Info
Pricing Info
Workbooks offers the following enterprise pricing plans, choose what’s best for your business:
Free Plan – $0
- 2 users completely free
- Free online support
- Contact management
- Sales force automation
- Marketing automation
- Customer support
- Order management
- Invoicing & credit notes
- Reporting & views
Workbooks.com CRM – $30/user/month
- Most free package features
- Unlimited users
- Optional Add-ons
Workbooks.com Business – $65/user/month
- All features from previous packages
- Unlimited users
- Unlimited platform and support options
Integrations
Integrations
Workbooks integrates with the following software and applications:
- Adobe Sign
- Barbour ABI
- Basecamp
- Box
- Campaign Master
- Constant Contact
- Creditsafe
- dotdigital
- Eventbrite
- EventHQ
- GoCardless
- GoogleDocs
- GoToMeeting
- Hellosign
- Hubspot
- Import/Export
- Lead Forensics
- Loqate
- MagneticOne Mobile
- MailChimp
- Microsoft Azure
- Microsoft Exchange Server
- Microsoft Outlook
- Microsoft SQL Server
- Mondago
- MPZ Mail
- MySQL
- Piesync
- Quickbooks
- Sage
- Wolters Kluwer
- Xero
- Zapier
- Zendesk
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Amstore, ClinkClink, Megatech Ltd
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Workbooks helps sales leaders, sales people, and marketers with the necessary tools to create leads, handle the sales pipeline and close more deals.
Company Email
info@workbooks.com
Contact No.
Company's Address
Unit 9 Suttons Business Park,
Suttons Park Avenue,
Reading, Berkshire RG6 1AZ,
United Kingdom
Workbooks Comparisons
Popular Workbooks Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Computer Telephony Integration (CTI)
- Record types
- Lead-contact account management
- Files
- Salesforce identity
- Roles and permissions
- Snap-ins for live agent chat
- Social customer service pro
- Knowledge
- Work order management
- Service console
- Customer community
- Chatter
- Community starter
- Email integration with Outlook
- Advanced case management
- Customer account portal
- Custom page layouts
- Standard success Plan
- Asset management
- Omni-channel supervisor
- Field service dispatch
- Service contracts and entitlements
- Developer Sandbox
- Unlimited online training
- Activity feed
- Developer Pro Sandbox
- Topics and recommendations
- Data and file storage
- Order management
- Omni-channel routing
- Case auto-assignment
- Service analytics app
- Social customer service starter pack
- Product tracking
- Case milestone tracker
- Unlimited custom applications
- Google Apps integration
- Custom profiles
- AppExchange app integration
- Offline access
- Lightning App builder
- Case escalation rules and queues
- Web services API
- Opportunity tracking
- Workflow and approval automation
- Web and email case capture
- Task management
- Customizable reports and dashboards
- Case email auto-response
- Advanced reporting features
- Salesforce mobile app
- Email templates
Pricing Info
Salesforce Service cloud offers 4 SMB and enterprise pricing plans billed annually.
Essentials – $25/user per month
- Chatter
- Salesforce mobile app
- Files
- Topics and recommendations
- Case auto-assignment
- Web and email case capture
- Case email auto-response
- Case escalation rules and queues
- Lead-contact account management
- 1 Service console app per org
- Basic omni-channel routing
- Omni-channel supervisor
- Knowledge (read only)
- Knowledge (read-write)
- Computer Telephony Integration (CTI)
- Phone
- Social Customer Service
- Live agent chat (limited functionality)
- Next best action
- Help center
- Customizable reports and dashboards
- Opportunity tracking
- Task management, activity feed
- Email integration with Outlook
- Google Apps integration
- Custom profiles and page layouts
- Lightning App builder
- AppExchange app integration
- Email templates
- Data and file storage per user
- Limited Lightning flow automation
Professional – $75/user per month
- All Essentials plan features except phone, live chat, and help center, plus:
- Service orders
- Service contracts and entitlements
- Work order management
- Asset management and product tracking
- Unlimited custom applications
- Developer Sandbox
- 2 Roles and permissions per org
- 3 Record types per object
Available add-ons:
- Knowledge (read-write) – $75/user/month
- Web services API – $25/user/month
- Developer Pro Sandbox
Enterprise – $150/user per month
- All Essentials and Professional plan features except phone, plus:
- Service console apps
- Advanced case management
- Advanced reporting features
- Offline access
- Web services API
- Lightning flow automation (unlimited)
- Roles and permissions
- Record types (per object)
- Salesforce identity
- Workflow approval
Available add-ons:
- Knowledge (read-write) – $75/user/month
- Chat (live agent) – $75/user/month
- Developer Pro Sandbox
- Full Sandbox
Unlimited – $300/user per month
- All Enterprise plan features, plus:
- Knowledge (read-write)
- Chat (live agent)
- Developer Pro Sandbox
- 1 Full Sandbox per org
- 24/7 Support and configuration services
Integrations
Salesforce Service Cloud supports integrations with the following business systems, applications and services:
- Autotask
- ConnectWise
- JIRA
- Salesforce Service Cloud
- ServiceNow
- Zendesk
- Oracle Service Cloud
- Freshdesk
- Freshservice
- Desk.com
- Help Scout
- Cherwell Software
- Wrike
- SugarCRM
- Microsoft Dynamics CRM
- Zoho CRM
- Netsuite
- Autotask
- Close.io
- ConnectWie
- Infusionsoft
- Pipedrive
- HubSpot CRM
- Oracle Sales Cloud
- Base CRM
- CustomerGauge
- Act! Essentials
- Sap Hybrid Cloud for Customers
- Sage CRM
- Bullhorn
- Maximizer CRM
- Insightly
- Microsoft Dynamics GP
- Microsoft Dynamics AX
- QuickBooks
- Freshbooks
- Taxify
- Sage Intacct
- Sage 200
- Tipalti
- Plaid
- Shopify
- Volusion
- Ecwid
- Bigcommerce
- Magento
- Etsy
- Woocommerce
- Weebly
- SAPAnywhere
- Epages
- Oracle Eloqua
- Marketo
- HubSpot Marketing
- Act-On
- MailChimp
- Mailjet
- Allbound
- Autopilot
- Constant Contact
- Kissmetrics
- Facebook Lead Ads
- Campaign Monitor
- iContact
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Stanley Black & Decker, Sprouts, Coca-Cola, Activision, Spotify, Aldo
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A cloud-hosted customer service platform designed to allow faster, smarter case resolution. By providing a 360-degree view of each customer, this IT asset management solution enables businesses to quickly resolve issues, thereby driving better user experience and higher customer satisfaction.
Company Email
info@salesforce.com
Contact No.
Company's Address
Salesforce Tower, 415 Mission Street, 3rd Floor
San Francisco, CA 94105
USA
Salesforce Service Cloud Comparisons
Popular Salesforce Service Cloud Alternatives
You shouldn’t count on just a broad array of functionalities and flexible pricing packages from a popular CRM Software. Almost as essential as main features is a quality customer support. You want to ensure that when you have any questions about Workbooks or Salesforce Service Cloud, or you run into a problem, or maybe you’ll need to ask for a specific revision or feature useful to your business you can rely on a responsive and helpful customer support. Check out if services such as phone support, tickets or live chat are offered. What is more, it’s a significant advantage if you can enjoy personal training or at least an FAQ you can use.
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