List of 3i Infotech ORION CRM Customers
Mumbai, 400703,
India
Since 2010, our global team of researchers has been studying 3i Infotech ORION CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased 3i Infotech ORION CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using 3i Infotech ORION CRM for CRM include: EUROSTAR Group, a United Arab Emirates based Professional Services organisation with 500 employees and revenues of $1.00 billion, Partnership for Supply Chain Management, Inc, a United States based Distribution organisation with 1000 employees and revenues of $603.0 million, Aprio, a United States based Professional Services organisation with 2000 employees and revenues of $450.0 million, Hafele (Thailand) Ltd., a Thailand based Manufacturing organisation with 150 employees and revenues of $20.0 million and many others.
Contact us if you need a completed and verified list of companies using 3i Infotech ORION CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the CRM software purchases.
The 3i Infotech ORION CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of CRM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aprio | Professional Services | 2000 | $450M | United States | 3i Infotech | 3i Infotech ORION CRM | CRM | 2023 | n/a |
In 2023 Aprio deployed 3i Infotech ORION CRM to centralize client onboarding, account setup and advisor support workflows, positioning the system as the firm wide CRM for client relationship management. The implementation focused on using 3i Infotech ORION CRM to capture documentation for new accounts, push account setup into billing systems, and initiate client setups in financial planning software while exposing Online Services and a Client Portal for client self service.
Configuration of 3i Infotech ORION CRM concentrated on contact and account management, document capture and retention, automated service request processing, alerts and daily report handling, and role based workflows to support Client Service Associates and advisor teams. The deployment included workflow orchestration for underwriting liaison and for preparing client meeting materials, reflecting operational processes for client relationship management and advisor support functions within the CRM.
The implementation addressed integrations and operational handoffs across internal reporting, billing systems, and financial planning software, and operated alongside SalesForce, eMoney, HubSpot and Schwab within the advisor technology stack. Governance changes emphasized standardized account setup procedures, daily report and alert review processes, and stewardship of client data across reporting and CRM systems.
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EUROSTAR Group | Professional Services | 500 | $1.0B | United Arab Emirates | 3i Infotech | 3i Infotech ORION CRM | CRM | 2016 | n/a |
In 2016, EUROSTAR Group implemented 3i Infotech ORION CRM, deploying the CRM to support sales, marketing and customer service functions across EUROSTAR Group operations in the United Arab Emirates. The implementation focused on core CRM capabilities, including contact and account management, opportunity and pipeline management, activity tracking, reporting and dashboards, and case management, with configuration for role based access and a centralized customer data repository.
Governance and rollout emphasized standardizing commercial workflows and instituting data governance, with IT and commercial leadership accountable for CRM policies, user provisioning and configuration controls. Operational coverage targeted commercial and client facing departments, using CRM driven workflows to orchestrate lead to order and service case lifecycles, and aligning 3i Infotech ORION CRM, CRM, with EUROSTAR Group professional services business functions.
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Hafele (Thailand) Ltd. | Manufacturing | 150 | $20M | Thailand | 3i Infotech | 3i Infotech ORION CRM | CRM | 2016 | n/a |
In 2016, Hafele (Thailand) Ltd. implemented 3i Infotech ORION CRM, deploying a CRM to support its manufacturing distribution operations in Thailand. The implementation targeted a mid market deployment for a 150 person company, aligning sales, after sales and customer engagement workflows. The project established a centralized customer record and activity tracking capability for the Thailand organization.
3i Infotech ORION CRM was configured with core CRM modules including contact and account management, sales force automation for opportunity and pipeline management, activity and task orchestration, quotation and order tracking, and service case management. Configuration emphasized role based access controls, configurable workflows, and dashboard reporting to support sales and customer service processes. The deployment included standard CRM functional terminology such as lead to order workflows, opportunity stages, activity timelines, and customer service queues.
Operational coverage focused on sales, inside sales, and after sales service teams across Hafele (Thailand) Ltd operations in Thailand, with CRM ownership placed with commercial leadership and IT for governance and access control. Rollout followed a phased user onboarding approach with data consolidation from existing records and configuration tuning to match manufacturing channel and distribution workflows. Training and process alignment centered on standardizing sales stages and service case handling to create a single source of customer truth.
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Distribution | 1000 | $603M | United States | 3i Infotech | 3i Infotech ORION CRM | CRM | 2016 | n/a |
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Buyer Intent: Companies Evaluating 3i Infotech ORION CRM
- Goldman Sachs, a United States based Banking and Financial Services organization with 48300 Employees
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