List of AgentDealer CRM Customers
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United States
Since 2010, our global team of researchers has been studying AgentDealer 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 AgentDealer 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 AgentDealer CRM for CRM include: Strategic Technology Partners United States, a United States based Distribution organisation with 21 employees and revenues of $6.0 million, Office Advantage, a United States based Professional Services organisation with 25 employees and revenues of $3.0 million, XCEL Office Solutions, a United States based Distribution organisation with 12 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using AgentDealer 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 software purchases.
The AgentDealer 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 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 | Insight Source |
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Office Advantage | Professional Services | 25 | $3M | United States | The Sailor Group | AgentDealer CRM | CRM | 2010 | n/a | In 2010, Office Advantage deployed AgentDealer CRM to manage sales, customer accounts and forecasting across their US operations. AgentDealer CRM, Category: , was implemented as the primary customer relationship management application to centralize sales activities and account records. The implementation emphasized sales pipeline visibility, account management workflows and forecasting capabilities within AgentDealer CRM. Functional configuration covered sales pipeline management, customer account management and sales forecasting modules, with the rollout tuned for a 25 person professional services firm operating in the United States. The Sailor Group provided support during the rollout, and the vendor testimonial highlights that AgentDealer CRM is critical for managing and growing the business and praises the support received from The Sailor Group. Operational outcomes cited include high user adoption and stronger pipeline management as a direct result of the deployment. | |
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Strategic Technology Partners United States | Distribution | 21 | $6M | United States | The Sailor Group | AgentDealer CRM | CRM | 2011 | n/a | Strategic Technology Partners implemented AgentDealer CRM in 2011 to centralize agent and dealer equipment records and to run sales and marketing workflows, Apps Category . The deployment focused on managing equipment asset data alongside contact and account records to support field distribution activities across North Texas operations. The implementation covered core CRM record management, lead and opportunity workflow automation, and campaign orchestration tied to sales and marketing functions. Strategic Technology Partners expanded AgentDealer CRM with Quote Builder and Campaign Monitor as described in the vendor testimonial, embedding quote generation and campaign execution into CRM workflows. Operational coverage remained concentrated on North Texas and on teams handling agent and dealer relationships, with configuration oriented around equipment lifecycle tracking and campaign-triggered outreach. The testimonial notes growth in capability as services were added to the AgentDealer CRM environment. | |
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XCEL Office Solutions | Distribution | 12 | $2M | United States | The Sailor Group | AgentDealer CRM | CRM | 2010 | n/a | In 2010 XCEL Office Solutions implemented AgentDealer CRM, Apps Category: . The deployment targeted sales and channel management workflows, with explicit use cases for MNS, MPS, dealer and agent channel relations, marketing integration and back-office connectivity to eAutomate, operating across the United States to improve pipeline visibility and forecasting. AgentDealer CRM was configured to provide core sales CRM functionality and channel management capabilities, including opportunity tracking, pipeline reporting and forecast orchestration. The implementation incorporated marketing automation touchpoints and proposal workflows to shorten sales cycles, and the AgentDealer CRM configuration emphasized data synchronization between sales records and operational back-office datasets. Integrations named in the deployment include Campaign Monitor for marketing execution and E-Automate for back-office connectivity, enabling bidirectional data flow between AgentDealer CRM and the service management and fulfillment systems. Operational coverage included sales, channel management, marketing and back-office functions within XCEL Office Solutions in the United States, with integration patterns focused on contact, opportunity and proposal data synchronization. Governance and rollout emphasized user adoption across the small user base, with the company reporting 100% user adoption. Vendor reporting also cited shortened proposal cycles and improved data flow as outcomes attributable to Campaign Monitor and E-Automate integrations with AgentDealer CRM. |
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