List of Adviserly Customers
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United States
Since 2010, our global team of researchers has been studying Adviserly 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 Adviserly for Customer Engagement 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 Adviserly for Customer Engagement include: Serra Buick GMC Cadillac, a United States based Automotive organisation with 76 employees and revenues of $100.0 million, Al Serra Chevrolet, a United States based Automotive organisation with 100 employees and revenues of $45.0 million, Al Serra Buick GMC, a United States based Automotive organisation with 40 employees and revenues of $10.0 million, Thousand Oaks Imports, a United States based Automotive organisation with 90 employees and revenues of $10.0 million, Serra Chevrolet Automotive, a United States based Automotive organisation with 68 employees and revenues of $7.0 million and many others.
Contact us if you need a completed and verified list of companies using Adviserly, 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 software purchases.
The Adviserly 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 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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Adviserly | Professional Services | 10 | $3M | United States | Adviserly | Adviserly | Customer Engagement | 2020 | n/a |
In 2020, Adviserly deployed Adviserly on its public website, Apps Category: . The implementation embedded the Adviserly application into customer facing pages to expose advisor discovery and client engagement flows through the corporate user interface.
The deployment followed a front end integration model, implemented as an embedded script and UI components delivered by the vendor with minimal server side configuration on Adviserly's website. Operational ownership was assigned to marketing and client services teams, who maintain advisor profiles and manage inbound client contacts within Adviserly. Governance emphasized content control and profile lifecycle processes during ongoing website updates.
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Al Serra | Automotive | 2 | $1M | United States | Adviserly | Adviserly | Customer Engagement | 2020 | n/a |
In 2020, Al Serra implemented Adviserly on its public website, embedding Adviserly as the customer-facing advisor access and contact widget. Apps Category . The deployment used a lightweight front-end widget model that the company configured directly on site pages to surface advisor availability and basic lead capture workflows.
Operational ownership remained internal for the two-person organization, with configuration, content updates, and advisor listings maintained by the company owner and operators. Governance was kept intentionally lean, rollout executed page-by-page on the website, and ongoing administration performed through the Adviserly application console. The implementation centered on sales and customer engagement functions within the company website.
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Al Serra Buick GMC | Automotive | 40 | $10M | United States | Adviserly | Adviserly | Customer Engagement | 2020 | n/a |
In 2020 Al Serra Buick GMC implemented Adviserly on its public website. Adviserly is deployed as a site-embedded advisory engagement tool classified in the "" Apps Category, providing real-time advisor messaging, appointment scheduling and lead capture workflows typical for customer-facing dealership front ends.
Deployment emphasized customer engagement across sales and service touchpoints, configured to route website inquiries to dealership advisors and capture contact and inquiry context for follow up. Operational ownership and governance remained with dealership management, with in-house configuration of advisor availability and messaging to align online interactions with on-premise sales and service processes.
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Al Serra Chevrolet | Automotive | 100 | $45M | United States | Adviserly | Adviserly | Customer Engagement | 2020 | n/a |
In 2020, Al Serra Chevrolet implemented Adviserly as a Customer Engagement application embedded on their public website. The deployment is focused on a web-embedded engagement layer that presents Adviserly to website visitors as the primary customer-facing interaction point for online sales and service inquiries.
Configured as a website widget, Adviserly delivers conversational engagement, lead capture, and advisor guidance workflows that align with Customer Engagement platform capabilities. Operational scope centers on customer-facing retail sales and service functions at the dealership, with configuration handled through Adviserly's administrative interface and governance tied to digital lead handling and web content processes.
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Erik Habberstad | Automotive | 10 | $1M | United States | Adviserly | Adviserly | Customer Engagement | 2020 | n/a |
In 2020, Habberstad BMW implemented Adviserly on its public website. Habberstad BMW deployed Adviserly as a Customer Engagement application to manage website-driven customer interactions for the dealership.
The deployment is a web-embedded configuration, leveraging Adviserly as a lightweight engagement layer typical of Customer Engagement platforms, with guided conversational interfaces, lead capture forms, and appointment scheduling capabilities. Adviserly is configured to appear on core public pages to surface prompts and capture inbound interest, routing captured leads into the dealership’s customer follow-up process.
Operational ownership is assigned to customer-facing staff in sales and service, who handle inbound digital leads and appointment requests generated through Adviserly. Governance is centered on conversational content controls and lead routing rules to align automated engagement with existing sales desk workflows.
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Automotive | 10 | $1M | United States | Adviserly | Adviserly | Customer Engagement | 2021 | n/a |
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Automotive | 76 | $100M | United States | Adviserly | Adviserly | Customer Engagement | 2020 | n/a |
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Automotive | 68 | $7M | United States | Adviserly | Adviserly | Customer Engagement | 2020 | n/a |
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Automotive | 90 | $10M | United States | Adviserly | Adviserly | Customer Engagement | 2021 | n/a |
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Automotive | 70 | $7M | United States | Adviserly | Adviserly | Customer Engagement | 2023 | n/a |
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Buyer Intent: Companies Evaluating Adviserly
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