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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Juan Martin Data, Technology Stack, and Enterprise Applications
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SAI Legacy SAI crm.es CRM CRM n/a 2017 2017
In 2017, Juan Martín deployed SAI crm.es CRM to structure its commercial organization across customer facing functions. The implementation established Accounts, Contacts and Opportunities modules to centralize sales lifecycle management and introduced the Cases module to handle post sales support for commercial and service functions. SAI crm.es was configured with automatic email linking so inbound and outbound messages attach to customer records and create or update Cases, enabling email centre workflows for the support team. Opportunity stages, account hierarchies and contact records were standardized within SAI crm.es to support repeatable sales processes. The deployment integrated SAI crm.es with the company email infrastructure to ensure message threading and case creation, and it covered commercial and service operations in Spain, Portugal and Brazil. Operational ownership rested with the commercial and support teams, with CRM serving as the system of record for customer, opportunity and case data. Governance was aligned to CRM driven processes, with case ownership and opportunity approval workflows managed through SAI crm.es to reduce manual handoffs and standardize regional practices. Rollout sequencing emphasized sales and service readiness, with configuration and training directed at commercial users and support agents.
Tag Management CRM 2021 2021
IT Decision Makers and Key Stakeholders at Juan Martin
First Name Last Name Title Function Department Email Phone
No data found
Apps Being Evaluated by Juan Martin Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Juan Martin Technographics

Juan Martin is a Distribution organization based in Portugal, with around 10 employees and annual revenues of $1.0 million.

Juan Martin operates a diverse technology stack with applications such as SAI crm.es, covering areas like CRM.

Juan Martin has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as SAI.

Juan Martin recently adopted applications including Google Tag Manager in 2021 and SAI crm.es in 2017, highlighting its ongoing modernization strategy.

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