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Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

List of Bitrix24 Sales Automation Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
ATECHSO Professional Services 30 $3M United States Bitrix24 Bitrix24 Sales Automation Sales Engagement 2018 n/a In 2018, ATECHSO deployed Bitrix24 Sales Automation as its Sales Engagement solution to centralize sales data and support sales operations. The implementation used Bitrix24 CRM to maintain the company database with essential account and sales information, aligning platform configuration to the needs of a 30 person professional services firm. Configuration emphasized CRM database management including account and contact records, opportunity tracking, and activity logging, consistent with Sales Engagement functional workflows. Automation and workflow configuration focused on lead capture into the CRM, opportunity progression stages, and standardized activity templates to maintain consistent pipeline hygiene. Operational coverage centered on the sales function and company leadership, with leadership collaborating directly on sales strategies and a unique value proposition informed by competitive analysis. The Bitrix24 Sales Automation instance was used to capture account intelligence and competitive notes, ensuring sales strategy inputs were stored alongside account and opportunity records. Governance and process updates established shared ownership between sales leadership and sellers, requiring centralized account updates and repository use for competitive insights. The narrative highlights platform configuration, sales process alignment and governance changes rather than external integrations or implementation partners.
Chermol Medicare & Insurance Solutions Healthcare 20 $2M United States Bitrix24 Bitrix24 Sales Automation Sales Engagement 2018 n/a In 2018 Chermol Medicare & Insurance Solutions implemented Bitrix24 Sales Automation as its Sales Engagement application to centralize sales management and commission administration. The deployment targeted sales operations, commission book management, workflow oversight and reporting for a 20-person healthcare insurance brokerage. Implementation work focused on configuring CRM records and sales pipeline stages, automating task and follow up triggers, and establishing dashboards for metrics and commission tracking. Operational governance included Bitrix24 training delivered by the Sales Manager, formalized policies and procedures, commissions research and book managing, and ongoing workflow management to align Sales Engagement capabilities with the companys sales operations and administrative processes.
Collective Goods Retail 350 $25M United States Bitrix24 Bitrix24 Sales Automation Sales Engagement 2017 n/a In 2017 Collective Goods implemented Bitrix24 Sales Automation to establish a Sales Engagement platform supporting its retail and e-commerce operations. The deployment targeted Sales Engagement workflows across sales, finance, inventory, and fulfillment functions at the 350 person United States based retailer, embedding the Bitrix24 Sales Automation application into day to day commercial processes. Bitrix24 Sales Automation was configured to support lead capture, cadence automation, opportunity management, quoting, pipeline visibility, and activity tracking consistent with Sales Engagement functionality. The implementation emphasized integration between the sales automation layer and Bitrix24 CRM to centralize customer and opportunity records and to maintain consistent sales process orchestration. Integrations implemented as part of the deployment included Sage ERP for order and financial synchronization, Braintree Payments for payment capture, UPS and American Group Freight Shipping for shipping orchestration and tracking, and RGIS Inventory Services for inventory reconciliation and audit feeds. These integrations linked front end sales engagement activities to back office order processing, payments, shipping logistics, and inventory services, enabling cross functional transaction flows. Governance and rollout were organized under centralized sales operations with staged adoption across commerce and store teams, configuration control inside Bitrix24 CRM, and role based access policies to align sales, finance, and fulfillment workflows. The narrative centers on architecture that unified sales engagement, CRM records, payment processing, shipping carriers, and inventory services through the Bitrix24 Sales Automation application.
Professional Services 20 $2M United States Bitrix24 Bitrix24 Sales Automation Sales Engagement 2018 n/a
Distribution 150 $20M United States Bitrix24 Bitrix24 Sales Automation Sales Engagement 2017 n/a
Professional Services 10 $2M Canada Bitrix24 Bitrix24 Sales Automation Sales Engagement 2016 n/a
Aerospace and Defense 600 $140M United States Bitrix24 Bitrix24 Sales Automation Sales Engagement 2019 n/a
Insurance 20 $3M United States Bitrix24 Bitrix24 Sales Automation Sales Engagement 2015 n/a
Professional Services 90 $10M United States Bitrix24 Bitrix24 Sales Automation Sales Engagement 2018 n/a
Manufacturing 80 $9M United States Bitrix24 Bitrix24 Sales Automation Sales Engagement 2018 n/a
Showing 1 to 10 of 19 entries

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