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Vero Screening has selected Workbooks Cloud CRM to track client engagement

Type: #PR

Reading, England, 26 March 2013

Vero Screening, one of the leading independent background screening providers for pre-employment, public record, criminal record, and right to work information, has selected Workbooks CRM to track the requirements of its clients – from initial contact through to successful implementation and on-going account management.

Founded in 2006, Vero Screening uses the most sophisticated technology solution available and has successfully combined the ‘science’ of screening, from data security to workflow management, with the skill and enthusiasm of experienced staff and a dedicated client services team.

Vero moves from Sage ACT to Workbooks and will use Workbooks to ensure a consistent and formal sales process in client engagement, management, communication and handover.

Rupert Emson, CEO of Vero Screening commented “We found Sage ACT limiting and our sales team found it too difficult to use and non-intuitive. After extensive appraisals we decided Workbooks would be an ideal fit as it enables us to easily manage complex multi-tier relationships between organisations and people in a very intuitive, easy to use fashion. Workbooks CRM will bring our teams together and enable us to work more effectively as one coherent organisation.”

Vero is the latest of many customers moving from legacy, on network contact management systems to the Workbooks cloud based CRM and business applications.

Ian Moyse, Sales Director at Workbooks commented, “It is pleasing to see a customer whose business revolves around diligence and security selecting Workbooks as their CRM provider. We have worked hard to ensure we deliver a proven, secure, resilient and reputable cloud based CRM solution against some of the bigger brand names. For the non-Enterprise size customer we deliver a more predictable successful outcome, at what is often a 50-70% lower cost.”

Rupert continued, “As a screening company we were also impressed by Workbooks provision of a secure British hosted cloud solution and our ability to engage with the vendor closely. We are confident we will be able to grow our business and serve more customers through the efficiencies that Workbooks delivers to our business.”

About Workbooks is one of the fastest growing providers of web based CRM and business applications designed specifically for small and mid-size organisations.

Headquartered in the UK, our suite of products enables our customers to accelerate sales growth, improve marketing execution, streamline business processes and improve the quality of customer support they deliver. The Workbooks CRM Edition delivers easy to use sales force automation, marketing management and customer support tools.

The Workbooks Business Edition extends CRM to include the generation of transaction documents, such as customer orders, supplier purchase orders and customer invoices.

For more information, please visit