List of Formata Customers
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Since 2010, our global team of researchers has been studying Formata 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 Formata for Customer Experience 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 Formata for Customer Experience include: Siemens, a Germany based Manufacturing organisation with 312000 employees and revenues of $84.55 billion, Lockheed Martin, a United States based Aerospace and Defense organisation with 121000 employees and revenues of $71.04 billion, American Family Insurance, a United States based Insurance organisation with 12500 employees and revenues of $17.10 billion and many others.
Contact us if you need a completed and verified list of companies using Formata, 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 Formata 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 |
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American Family Insurance | Insurance | 12500 | $17.1B | United States | Formata | Formata | Customer Experience | 2024 | n/a |
In 2024 American Family Insurance deployed Formata as a Customer Experience application to support Customer Success and post sales teams in the United States. Formata delivered AI generated meeting prep briefs and unified customer context to reduce research time before calls and to centralize account insights for post sale workflows.
Configuration centered on the Customer Success meeting prep module, CRM integrations, and a Slack assistant to surface summaries within collaboration channels. Formata was configured to ingest customer records, conversation history, and knowledge base content, synthesizing that data into concise pre meeting summaries and suggested next steps. The implementation used automation to pull CRM context into the meeting prep flow and to push briefings into team communication channels.
Operational coverage focused on post sales and customer success workflows, embedding Formata into CRM workflows and communication touchpoints to standardize preparation across teams. Governance controls emphasized data access, content curation, and review workflows for AI generated content to align with insurance data handling practices. Rollout prioritized integration with existing customer records and case management touchpoints to ensure consistent customer context in every handoff.
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Lockheed Martin | Aerospace and Defense | 121000 | $71.0B | United States | Formata | Formata | Customer Experience | 2024 | n/a |
In 2024, Lockheed Martin deployed Formata to consolidate customer communications and automate meeting recaps and meeting preparation for post-sales and customer success teams. Formata is positioned in a Customer Experience use case to reduce context-switching by surfacing CS account briefs and automated prep notes directly into team workflows. The implementation emphasizes automated briefing generation and in-channel assistance to keep account teams aligned on customer engagements.
Implementation signals indicate configuration of Formata modules including CS account briefs, a Slack assistant, and generic CRM connectors to bring account context into recap and prep workflows. Integrations are described functionally with Slack for in-channel notifications and CRM connectors for record enrichment, enabling automatic meeting recap creation and distribution to post-sales and customer success staff. Governance and workflow changes focused on consolidating communication channels and standardizing brief templates so that Formata becomes the primary repository for meeting recaps and preparatory notes used by customer-facing teams, reducing manual context aggregation and context-switching.
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Siemens | Manufacturing | 312000 | $84.5B | Germany | Formata | Formata | Customer Experience | 2024 | n/a |
In 2024, Siemens implemented Formata to unify scattered customer data and deliver AI driven account briefs for post sales and customer success teams. The vendor lists Siemens as a customer in Europe, specifically Germany, and this deployment is categorized under Customer Experience.
The implementation centers on Formata's customer data consolidation and AI account briefing capabilities to create centralized account profiles and automated briefing documents for meeting preparation. Functional workflows align with Customer Experience use cases such as account intelligence, briefing generation, and customer success operational support.
Operational coverage targets post sales and customer success functions, where consolidated customer signals and AI driven account briefs are used to improve account understanding and retention. Governance and content standards are oriented around briefing quality and account data curation, with ownership logically residing in post sales and customer success leadership.
Formata is used to surface synthesized account insights into day to day account management and meeting prep workflows, supporting Siemens efforts to standardize account knowledge across teams. Published case level rollout details and partner involvement are not provided by the vendor.
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Buyer Intent: Companies Evaluating Formata
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