Veeva CRM vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Veeva CRM
Score 7.6 out of 10
N/A
Veeva CRM is an enterprise customer relationship management application for pharmaceutical, biotech, consumer health, and animal health companies. CRM supports field sales and medical teams, including primary care, specialty care, key accounts, retail sales, and medical science liaisons.N/A
Workbooks
Score 4.6 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
Veeva CRMWorkbooks
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
Veeva CRMWorkbooks
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Features
Veeva CRMWorkbooks
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Veeva CRM
9.1
4 Ratings
17% above category average
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management10.04 Ratings8.59 Ratings
Workflow management9.04 Ratings8.27 Ratings
Territory management7.04 Ratings7.79 Ratings
Opportunity management8.03 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)10.03 Ratings6.49 Ratings
Contract management10.03 Ratings7.29 Ratings
Quote & order management9.03 Ratings7.68 Ratings
Interaction tracking10.04 Ratings6.48 Ratings
Channel / partner relationship management9.03 Ratings8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Veeva CRM
9.3
3 Ratings
22% above category average
Workbooks
6.3
8 Ratings
17% below category average
Case management10.03 Ratings6.28 Ratings
Call center management8.01 Ratings6.82 Ratings
Help desk management10.02 Ratings5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Veeva CRM
8.5
3 Ratings
12% above category average
Workbooks
7.3
7 Ratings
3% below category average
Lead management9.03 Ratings8.07 Ratings
Email marketing8.03 Ratings6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Veeva CRM
9.7
3 Ratings
25% above category average
Workbooks
7.5
9 Ratings
1% below category average
Task management10.03 Ratings7.77 Ratings
Billing and invoicing management10.03 Ratings6.88 Ratings
Reporting9.03 Ratings7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Veeva CRM
8.7
4 Ratings
13% above category average
Workbooks
8.6
8 Ratings
12% above category average
Forecasting8.03 Ratings8.28 Ratings
Pipeline visualization9.03 Ratings8.88 Ratings
Customizable reports9.04 Ratings8.88 Ratings
Customization
Comparison of Customization features of Product A and Product B
Veeva CRM
8.8
4 Ratings
15% above category average
Workbooks
7.7
8 Ratings
2% above category average
Custom fields8.04 Ratings8.48 Ratings
Custom objects7.04 Ratings7.67 Ratings
Scripting environment10.03 Ratings7.56 Ratings
API for custom integration10.04 Ratings7.57 Ratings
Security
Comparison of Security features of Product A and Product B
Veeva CRM
9.5
4 Ratings
13% above category average
Workbooks
7.5
8 Ratings
10% below category average
Single sign-on capability9.04 Ratings7.05 Ratings
Role-based user permissions10.04 Ratings8.07 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Veeva CRM
8.5
1 Ratings
16% above category average
Workbooks
6.6
3 Ratings
9% below category average
Social data8.01 Ratings6.03 Ratings
Social engagement9.01 Ratings7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Veeva CRM
9.0
2 Ratings
23% above category average
Workbooks
6.9
6 Ratings
3% below category average
Marketing automation9.02 Ratings6.76 Ratings
Compensation management9.01 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Veeva CRM
10.0
4 Ratings
29% above category average
Workbooks
4.2
7 Ratings
56% below category average
Mobile access10.04 Ratings4.27 Ratings
Best Alternatives
Veeva CRMWorkbooks
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
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Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
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Score 9.1 out of 10
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Score 9.1 out of 10
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User Ratings
Veeva CRMWorkbooks
Likelihood to Recommend
9.0
(4 ratings)
7.0
(18 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(7 ratings)
Usability
-
(0 ratings)
7.3
(1 ratings)
Availability
-
(0 ratings)
9.1
(2 ratings)
Support Rating
-
(0 ratings)
8.2
(1 ratings)
Online Training
-
(0 ratings)
6.4
(1 ratings)
User Testimonials
Veeva CRMWorkbooks
Likelihood to Recommend
Veeva Systems
Good for larger teams with a lot of activities and therefore a good justification for the investment. Great for 'as above' + the companies looking to integrate Veeva CRM with other Veeva offerings, such as Align, Inslight, Zinc/PromoMats etc. Not so great for smaller organisations or those with more slightly more restricting budgets.
Read full review
Workbooks Online
It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
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Pros
Veeva Systems
  • Commercial Cloud
  • Sunrise UI
  • Multi device support from browser, iOS devices
Read full review
Workbooks Online
  • 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
Veeva Systems
  • There is no offline version of the app so it is hard for field staffs to access where internet connectivity is not strong
  • Can be expensive specially for a smaller company as it is based on SAAS platform
Read full review
Workbooks Online
  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
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Likelihood to Renew
Veeva Systems
No answers on this topic
Workbooks Online
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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Reliability and Availability
Veeva Systems
No answers on this topic
Workbooks Online
Workbooks CRM never let me down.
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Online Training
Veeva Systems
No answers on this topic
Workbooks Online
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
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Alternatives Considered
Veeva Systems
Better for field based medical personnel when recording Medical calls.
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Workbooks Online
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
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Return on Investment
Veeva Systems
  • Oftentimes it is the field sales force that heavily influence the choice of the CRM solution. It appears that many of our field sales force prefer Veeva. Happy reps = more actively used CRM = clearer understanding of the reps' activities.
  • Veeva offer 2 implementation versions - out of the box implementation (around 6-8 weeks to install) and 'all singing, all dancing' implementation (based on the length of your specific string). You can pick one and therefore influence your ROI accordingly.
  • Again, as Veeva CRM is pretty much a de facto CRM solution, this is good for scalability if/when rolling it out across multiple regions/branches
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Workbooks Online
  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
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ScreenShots

Workbooks Screenshots

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