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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

List of Demodesk Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Clark Switzerland Insurance 50 $8M Switzerland Demodesk Demodesk Sales Automation,Sales Engagement 2022 n/a In 2022, Clark Switzerland implemented Demodesk as a Sales Automation,Sales Engagement application to digitize and standardize advisor-led insurance sales and support interactions across its Swiss operations. The deployment prioritized meeting orchestration and advisor tooling to bring consistent structure to customer engagements and internal workflows. The implementation configured core capabilities including scheduling, playbooks, and AI summaries to enforce repeatable sales workflows and reduce manual documentation. Demodesk was used to standardize playbook-driven advisor scripts, schedule and manage customer appointments, and generate AI summaries to surface call insights and handoff notes for downstream service teams. Operational scope targeted CRM, sales and customer support processes in Switzerland, affecting advisor teams and support agents responsible for policy sales and servicing. Governance changes emphasized mandatory playbook adoption, centralized scheduling controls, and onboarding sequences that embedded the new meeting and summarization processes into daily advisor routines. Outcomes reported after rollout included a greater than 60% reduction in onboarding time and an approximately 20 to 30 percent improvement in post-call productivity. Demodesk served as the primary Sales Automation,Sales Engagement tool for advisor interactions, improving consistency and standardization across advisor-led sales and support workflows.
HeyJobs Professional Services 350 $55M Germany Demodesk Demodesk Sales Automation,Sales Engagement 2020 n/a In 2020, HeyJobs implemented Demodesk as a sales command center to automate CRM sync, capture call recordings, and enable AI driven coaching for HR and recruitment sales teams in Germany. The implementation targeted the Sales Automation,Sales Engagement category and consolidated seller workflows for candidate sourcing and recruiting sales motions at HeyJobs, a professional services firm with about 350 employees in Germany. Demodesk was configured to automate post call work, capture and archive call recordings, attach session metadata to opportunity records, and surface AI driven coaching insights to managers. Functional capabilities implemented included automated CRM synchronization, session recording and storage, call tagging for coaching, and coaching workflow orchestration to support continuous seller feedback loops. Integrations focused on bi directional CRM sync to ensure call notes, recordings, and outcomes were persisted in the sales system, and call recordings were made accessible to recruiting and sales managers for review. Operational coverage was scoped to HR and recruitment sales teams in Germany, where Demodesk functioned as a centralized sales engagement layer to standardize call capture and follow up. Governance changes emphasized standardizing post call processes and embedding coaching into regular sales cadence, while rollout prioritized automation of manual admin tasks. The deployment automated post call work, saved roughly 2.5 hours per representative per week, and produced an estimated ROI of approximately 400 to 500 percent attributed to improved productivity and data quality.
Treatwell Professional Services 700 $84M United Kingdom Demodesk Demodesk Sales Automation,Sales Engagement 2021 n/a In 2021, Treatwell deployed Demodesk to standardize and scale virtual sales demos across its regional sales teams. The implementation focused on CRM and sales processes across Treatwell's UK and multi-country operations, using Demodesk as a Sales Automation,Sales Engagement platform to enable interactive product walkthroughs. Configuration emphasized standardized demo templates, scheduling and administrative automation, and live interactive walkthrough capabilities delivered through Demodesk. The deployment extended core sales enablement workflows and sales operations processes, enabling sales representatives to run consistent demos, reduce manual meeting setup, and embed repeatable demo scripts for frontline teams. Operational rollout covered Treatwell's regional sales teams and sales operations functions, with integrations into Treatwell's CRM and sales process flows to centralize meeting records and streamline follow up. Governance introduced demo quality checkpoints and standardized playbooks, and the program delivered approximately 2 hours per day of administrative time savings and about a 30 percent uplift in demo conversion rates.
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