List of CRM Zen Customers
Santos, 11000-000,
Brazil
Since 2010, our global team of researchers has been studying CRM Zen 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 CRM Zen 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 CRM Zen for CRM include: Porto Seguro, a Brazil based Insurance organisation with 13700 employees and revenues of $6.66 billion, Qualicorp Administradora De Beneficios, a Brazil based Insurance organisation with 2821 employees and revenues of $373.0 million, PESA Paraná Equipamentos S/A, a Brazil based Professional Services organisation with 1200 employees and revenues of $100.0 million and many others.
Contact us if you need a completed and verified list of companies using CRM Zen, 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 CRM Zen 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 | Insight Source |
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PESA Paraná Equipamentos S/A | Professional Services | 1200 | $100M | Brazil | CRM Zen | CRM Zen | CRM | 2018 | n/a | In 2018, PESA Paraná Equipamentos S/A implemented CRM Zen as its primary CRM across commercial and service functions. The CRM Zen deployment focused on centralizing customer records and standardizing engagement workflows for sales and post-sale service. Configuration emphasized core CRM capabilities including contact and account management, opportunity and pipeline management, case and service ticket workflows, dashboarding and operational reporting, and workflow automation with role based access controls. CRM Zen was configured to support lead to cash and case resolution processes and used standard CRM terminology for account hierarchies and activity management. Usability work documented interactions between SAP, DBS, CIOLETTI and CRM Zen to align user experience and operational touchpoints, informing interface decisions and navigation patterns rather than asserting systems integration. Operational coverage targeted commercial, customer service and technical support teams across PESA operations in Brazil. Governance introduced centralized customer master stewardship and process controls around data quality and access, coupled with phased user adoption and training programs for sales and service workflows. The narrative positions CRM Zen as PESA Paraná Equipamentos S/A CRM focal point for customer engagement, instrumenting standardized processes and operational governance. | |
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Porto Seguro | Insurance | 13700 | $6.7B | Brazil | CRM Zen | CRM Zen | CRM | 2017 | n/a | In 2017, Porto Seguro implemented CRM Zen. CRM Zen is a CRM and Porto Seguro is listed as a customer on CRM Zen's website. The implementation emphasized core CRM functional modules, including contact and policyholder record management, lead and opportunity management, case management for customer service and claims intake, workflow automation, and reporting dashboards. CRM Zen was configured to provide a unified customer profile and pipeline management to support commercial and service workflows. Operational scope covered commercial sales, customer service, marketing, and claims-facing teams within Porto Seguro's insurance operations in Brazil. Governance and process changes focused on standardizing customer data models, instituting role based access to CRM records, and embedding structured workflows for sales pipelines and service case resolution. | |
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Qualicorp Administradora De Beneficios | Insurance | 2821 | $373M | Brazil | CRM Zen | CRM Zen | CRM | 2016 | n/a | In 2016, Qualicorp Administradora De Beneficios implemented CRM Zen to support its insurance customer management and distribution workflows. The CRM Zen deployment functioned as a CRM platform aimed at centralizing policyholder data, organizing sales pipelines, and supporting service case management across the organization, and Qualicorp is listed as a customer on CRM Zen's website. CRM Zen was configured to provide standard CRM capabilities including contact and policyholder management, opportunity and pipeline tracking, service case and ticketing workflows, campaign segmentation and orchestration, workflow automation, and operational dashboards. The implementation emphasized configuration of role based access control, data models for insurance products, and automated task orchestration to align sales and service activities with policy lifecycle events. Operational coverage included deployment to sales, customer service, and retention teams within Qualicorp Administradora De Beneficios, supporting multi channel engagement and distribution partner interactions. The implementation included integrations with internal policy administration and billing touchpoints and with contact center channels to ensure customer records and case histories were synchronized across service and sales touchpoints. Governance focused on process standardization and phased rollout, instituting user access policies and lifecycle workflows to govern customer data and handoffs between sales and service. Implementation work centered on embedding CRM Zen into Qualicorp Administradora De Beneficios business functions for sales orchestration, service operations, and customer retention without public disclosure of implementation partner details. |
Buyer Intent: Companies Evaluating CRM Zen
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