Workbooks CRM
Veeva CRM
Transfer contacts, companies, deals, and more from Workbooks CRM to Veeva CRM. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to Veeva CRM migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
The No-BS CRM
Workbooks is a UK-based CRM platform for mid-sized organizations offering sales, marketing, customer service, order management, invoicing, and event management with transparent pricing and fast implementation.
Pricing typically 50-70% less than Salesforce or Microsoft Dynamics
The industry cloud for life sciences
Veeva CRM is the leading CRM solution for pharmaceutical and life sciences field teams, built specifically for regulatory compliance and complex sales processes. It connects sales, marketing, and medical teams on a unified platform with hundreds of compliance features.
Built for pharma compliance with 21 CFR Part 11 and PDMA support
"The industry cloud for life sciences"
Veeva CRM is the leading CRM solution for pharmaceutical and life sciences field teams, built specifically for regulatory compliance and complex sales processes. It connects sales, marketing, and medical teams on a unified platform with hundreds of compliance features.
Ideal for: Pharmaceutical and life sciences companies requiring a compliant CRM with specialized functionality for field sales, medical affairs, and regulatory requirements.
Built for pharma compliance with 21 CFR Part 11 and PDMA support
Native integration with Veeva Vault PromoMats for content management
Offline capabilities for field teams with seamless data synchronization
AI agents including Pre-call, Media, and Voice Agent (free through 2030)
Learn more at
veeva.com
See exactly which data objects transfer from Workbooks CRM to Veeva CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to Veeva CRM.
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Need to go the other way? We support bidirectional migrations.
Veeva CRM → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
