List of OptifiNow Intelligent Sales Automation Customers
Seal Beach, 90740, CA,
United States
Since 2010, our global team of researchers has been studying OptifiNow Intelligent Sales Automation 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 OptifiNow Intelligent Sales Automation for Sales Automation 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 OptifiNow Intelligent Sales Automation for Sales Automation include: Sun West Mortgage Company, a United States based Banking and Financial Services organisation with 1040 employees and revenues of $250.0 million, Emporium TPO, a United States based Banking and Financial Services organisation with 550 employees and revenues of $138.0 million, Remn Wholesale, a United States based Construction and Real Estate organisation with 10 employees and revenues of $1.0 million, Oak Tree Funding, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using OptifiNow Intelligent Sales Automation, 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 OptifiNow Intelligent Sales Automation 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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Emporium TPO | Banking and Financial Services | 550 | $138M | United States | OptifiNow | OptifiNow Intelligent Sales Automation | Sales Automation | 2022 | n/a |
In 2022, Emporium TPO deployed OptifiNow Intelligent Sales Automation to consolidate CRM and marketing automation across its United States wholesale channel. The implementation targeted consolidation of sales and marketing tools under a single Sales Automation platform to enable scaling of the wholesale sales team and streamline lead-to-close workflows.
OptifiNow Intelligent Sales Automation was configured to deliver core CRM functionality and marketing automation, including lead capture and routing, nurture campaign orchestration, pipeline management, activity tracking, and automation workflow templates consistent with Sales Automation capabilities. The vendor delivered a "white glove" configuration approach that accelerated mobilization and reduced time to initial use for sales and marketing operators.
Operational coverage focused on Emporium TPO’s wholesale sales organization in the United States, with the application serving both sales and marketing business functions. The deployment centralized contact and campaign management to replace fragmented toolsets and create a single source of sales engagement and marketing nurture data for the wholesale channel.
Governance and rollout emphasized vendor-led configuration and rapid activation, with OptifiNow’s configuration model supporting faster mobilization across teams. Emporium TPO benefited from consolidated CRM and marketing automation, enabling standardized sales processes and centralized oversight of wholesale sales activities.
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Oak Tree Funding | Banking and Financial Services | 10 | $1M | United States | OptifiNow | OptifiNow Intelligent Sales Automation | Sales Automation | 2021 | n/a |
In 2021, Oak Tree Funding implemented OptifiNow Intelligent Sales Automation. The deployment targeted its wholesale call-center CRM in the United States, positioning OptifiNow Intelligent Sales Automation as a Sales Automation application to operationalize loan scenario quoting and sales engagement workflows.
Oak Tree Funding configured OptifiNow Intelligent Sales Automation using the vendor's Intelligent Sales Automation and CRM modules to orchestrate call-center workflows, agent scripting, and automated nurture sequencing. The implementation included configuration of automated email and SMS nurture flows and real-time quote presentation within the CRM, aligning sales automation capabilities with wholesale loan origination and call handling functions.
Oak Tree Funding was the first client to use the integration between OptifiNow and LoanScorecard to enable rapid loan scenario quotes embedded in the wholesale call-center CRM, and it explicitly used OptifiNow's Support OnDemand integration for operational support. The LoanScorecard integration delivered rapid scenario generation inside the OptifiNow workflow, reducing call times and enabling downstream automated email and SMS nurture flows, impacting sales, wholesale origination, call-center operations, and marketing automation governance.
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Remn Wholesale | Construction and Real Estate | 10 | $1M | United States | OptifiNow | OptifiNow Intelligent Sales Automation | Sales Automation | 2020 | n/a |
In 2020, Remn Wholesale implemented OptifiNow Intelligent Sales Automation. The deployment consolidated CRM and marketing automation capabilities under the Sales Automation category for its national wholesale sales organization in the United States, centralizing account management and campaign execution workflows.
The implementation used OptifiNow CRM and OptifiNow Marketing Automation modules, with Marketing Automation and Intelligent Sales Automation features configured by OptifiNow. Configuration focused on centralized account records, contact and activity tracking, campaign orchestration, segmentation and automated outreach workflows consistent with Sales Automation functionality. Sales activity tracking and campaign scheduling were configured to align marketing touches with account-level sales processes.
Operational coverage targeted Remn Wholesales national wholesale sales organization in the United States, impacting account management and campaign execution across sales and marketing functions. Governance shifted toward unified campaign approval and account assignment processes within the OptifiNow platform to reduce manual handoffs and establish a single source for account-level campaign orchestration. OptifiNow Intelligent Sales Automation served as the unified application enabling these capabilities, improving account management and campaign execution as noted in the vendor post.
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Banking and Financial Services | 1040 | $250M | United States | OptifiNow | OptifiNow Intelligent Sales Automation | Sales Automation | 2020 | n/a |
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