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List of Aptean Workwise OnContact Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Coakley Brothers Construction and Real Estate 92 $15M United States Aptean Aptean Workwise OnContact CRM 2017 n/a In 2017, Coakley Brothers implemented Aptean Workwise OnContact CRM to centralize sales, quoting and customer-service activities across its U.S. operations. The deployment targeted sales, marketing and customer service functions and was positioned to improve responsiveness and support sales development. The implementation of Aptean Workwise OnContact configured core CRM capabilities including centralized contact and account records, opportunity and sales pipeline tracking, quote generation workflows, and case tracking for customer-service interactions. Configuration focused on aligning quoting and opportunity workflows with field sales processes, and instrumenting service request logging to create a single source of customer truth. Operational governance established sales operations ownership of CRM data and standardized quoting and case-handling processes to ensure consistent responses across sites. Rollout covered commercial-facing teams across the United States, and the program emphasized process alignment between sales, marketing and service to drive the stated objectives of improved responsiveness and sales development.
Douglas Dynamics Automotive 1436 $541M United States Aptean Aptean Workwise OnContact CRM 2021 n/a In 2021, Douglas Dynamics implemented Aptean Workwise OnContact. The deployment targeted the MDX Division in Milwaukee, WI and centralized customer, opportunity and service case records to support sales, field service and product engineering workflows. Aptean Workwise OnContact CRM was configured with contact management, opportunity management, case management and quoting workflows, and extended with templates for service parts catalogs and customer account records. Configuration aligned CRM record types to engineering change notification references, reflecting the division's active use of BOMs and ECNs in new product development and manufacturing documentation. Operational coverage included product engineering, manufacturing planning and aftermarket service teams within the MDX Division. Source materials reference concurrent use of WorkWise ERP and SolidWorks by product engineers, and no technical integrations between those systems and Aptean Workwise OnContact are specified in the documentation provided. Governance emphasized role based access controls, standardized record templates and workflow rules to ensure consistent capture of customer feedback and service requirements across product development and field validation activities. The narrative positions Douglas Dynamics Aptean Workwise OnContact CRM as the central record system linking sales, service and engineering touchpoints for the MDX Division in 2021.
Goodway Technologies Corp. Manufacturing 200 $30M United States Aptean Aptean Workwise OnContact CRM 2018 n/a In 2018 Goodway Technologies Corp implemented Aptean Workwise OnContact as a Sales Automation solution to drive sales automation and to improve customer service and marketing processes across its United States operations. The deployment targeted improved pipeline visibility and campaign management as primary objectives for sales, marketing, and service teams. The implementation leveraged Aptean Workwise OnContact modules for sales automation, marketing automation, and service case management to create unified lead to opportunity workflows, structured campaign segmentation and execution, and standardized case intake and resolution processes. Aptean Workwise OnContact was configured to centralize contact and opportunity records and to support sales pipeline stages, campaign lists and response tracking, and case lifecycle status tracking for customer service. Operational scope emphasized alignment across sales, marketing and customer service departments within the United States, with governance focused on consistent pipeline management, campaign approval workflows and case handling procedures. Rollout included role-based access and administrative controls to enforce data ownership and process adherence, and operational governance emphasized ongoing configuration management and change control for CRM and marketing automation workflows.
Manufacturing 100 $10M United States Aptean Aptean Workwise OnContact CRM 2016 n/a
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