List of PM AM CRM Customers
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Since 2010, our global team of researchers has been studying PM AM CRM 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 PM AM CRM 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 PM AM CRM for CRM include: Gottesman Business Brokers, a United States based Banking and Financial Services organisation with 100 employees and revenues of $10.0 million, Urja Techniques India, a India based Utilities organisation with 100 employees and revenues of $10.0 million, Lindahl & Associates, a United States based Professional 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 PM AM CRM, 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 PM AM CRM 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 | Insight Source |
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Gottesman Business Brokers | Banking and Financial Services | 100 | $10M | United States | PM AM Corporation | PM AM CRM | CRM | 2013 | n/a | In 2013, Gottesman Business Brokers implemented PM AM CRM, a CRM application, to consolidate customer contact management and sales processes for its M&A brokerage business in the United States. The implementation targeted replacement of an aging Access database and disparate spreadsheets by centralizing contact and deal data in PM AM CRM. PM AM CRM was adopted with a focus on sales and contact management capabilities, inferred from the vendor testimonial and deployment context. The configuration emphasized contact records, activity history, and pipeline tracking typical of CRM deployments, enabling persistent corporate memory of interactions and deal touchpoints. Operational coverage included broker and sales teams supporting M&A transactions, and corporate functions that rely on historical client relationships and deal records. The deployment was scoped to U.S. operations for Gottesman Business Brokers and addressed cross-team access to account and opportunity information. Governance centered on creating a single authoritative customer record within PM AM CRM and standardizing sales workflows and contact logging practices. The implementation delivered improved corporate memory of past customer contacts and organizational efficiency as reported in the vendor testimonial. | |
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Lindahl & Associates | Professional Services | 10 | $1M | United States | PM AM Corporation | PM AM CRM | CRM | 2013 | n/a | In 2013, Lindahl & Associates implemented PM AM CRM to transition from spreadsheets to a modern CRM and centralize contact records and sales activity. The deployment targeted the firm’s sales and client-facing operations in the United States, with PM AM CRM configured to support contact management and sales and transaction tracking workflows. PM AM CRM was used to consolidate dispersed spreadsheet records into centralized customer records, establish opportunity and transaction tracking, and provide a single source of truth for account and contact data. The engagement included vendor support, training, and data migration assistance from PM AM Corporation, which provided structured data import routines and end user training to shift routine activities into CRM workflows. Governance changes emphasized standardized record fields and process checkpoints for lead capture and transaction updates to reduce spreadsheet fragmentation. The implementation of PM AM CRM delivered improved contact management and clearer sales and transaction tracking across the company’s U S operations. | |
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Urja Techniques India | Utilities | 100 | $10M | India | PM AM Corporation | PM AM CRM | CRM | 2013 | n/a | In 2013, Urja Techniques India adopted PM AM CRM to consolidate a rapidly growing export contact list and key-account information that had been maintained in disparate Excel sheets. The PM AM CRM deployment targeted customer data management for Urja Techniques India, centralizing contact records for teams responsible for export sales and account maintenance. PM AM CRM was configured to provide core CRM capabilities including centralized contact and account management, data deduplication and consolidation workflows, and structured account hierarchies for key customers. Configuration emphasized a master contact repository, standardized data fields for export partners, and automated record merging routines to reduce manual reconciliation effort. Operational coverage concentrated on internal commercial teams and staff responsible for maintaining customer records in India, with rollout governance focused on establishing CRM-driven update workflows and a single source of truth for account information. The deployment produced significant time savings for staff maintaining customer records, reflecting a measurable reduction in manual merging effort reported in vendor documentation. |
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