List of Spotio Field Sales Engagement Platform Customers

Spotio

11816 Inwood Rd Ste162,
Dallas, 75244, TX,
United States

https://www.spotio.com/

1 866-212-1250

Professional Services

$1M

Since 2010, our global team of researchers has been studying Spotio Field Sales Engagement Platform 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 Spotio Field Sales Engagement Platform for Sales Engagement 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 Spotio Field Sales Engagement Platform for Sales Engagement include: Brinks Home Security, a United States based Professional Services organisation with 1200 employees and revenues of $515.0 million, Trinity Solar, a United States based Utilities organisation with 1600 employees and revenues of $250.0 million, Shack Shine, a Canada based Professional Services organisation with 150 employees and revenues of $25.0 million, Storm Guard Roofing & Construction, a United States based Construction and Real Estate organisation with 150 employees and revenues of $23.0 million, MPower Energy, a United States based Utilities organisation with 200 employees and revenues of $22.0 million and many others.

Contact us if you need a completed and verified list of companies using Spotio Field Sales Engagement Platform, 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 Spotio Field Sales Engagement Platform 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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Customer	Industry	Empl.	Revenue	Country	Vendor	Application	Category	When	SI	Insight Source
Applied Solar Energy Solutions	Utilities	20	$2M	United States	SPOTIO	Spotio Field Sales Engagement Platform	Sales Engagement	2019	n/a	In 2019, Applied Solar Energy Solutions implemented the Spotio Field Sales Engagement Platform. The deployment targeted field sales and canvassing operations, aligning with the Sales Engagement category to improve door to door lead generation and appointment setting. The company operates with about 20 employees and a field force of six canvassers, which made the implementation operationally concentrated on field-level selling activities. The Spotio Field Sales Engagement Platform was configured to deliver sales prospecting, sales activity management, sales territory mapping, sales rep productivity tools, and a field sales CRM tailored to door to door workflows. Configuration emphasized mobile-first canvasser workflows for pipeline building, activity logging, and territory visualization, converting ad hoc prospecting into repeatable sales processes. Standard Sales Engagement capabilities such as activity sequencing, lead assignment, and opportunity-stage tracking were applied to structure field selling and follow up. Operational coverage focused on the six canvassers and central sales functions, with the platform used to schedule and record appointments, track field activity, and maintain a centralized pipeline for sales operations. No external system integrations were specified in the source, so the implementation relied on in-platform CRM and territory management as the core operational stack. The solution served as the primary tool for day to day canvassing, appointment generation, and pipeline visibility. Adoption required governance and workflow changes, including standardized territory assignments, structured activity reporting, and accountability for pipeline stages and follow up. Canvassers moved from fragmented prospecting to disciplined pipeline-building workflows, enabling managers to monitor activity, coach field reps, and enforce routine reporting. These governance changes made previously unmanageable field activity more structured and visible. According to company estimates, Spotio helped reduce cost per lead by nearly 50 percent and cost per sale by 20 percent. Applied Solar Energy Solutions reports generating an additional two to three appointments per week and at least two extra sales per month, alongside increased team efficiency and reduced employee turnover as canvassers became more successful.
Aspen Rooﬁng & Exteriors	Construction and Real Estate	35	$4M	United States	SPOTIO	Spotio Field Sales Engagement Platform	Sales Engagement	2019	n/a	In 2019, Aspen Roofing & Exteriors deployed the Spotio Field Sales Engagement Platform as its primary field sales tool. The Spotio Field Sales Engagement Platform was used in a Sales Engagement capacity by outside sales representatives operating in the Greater Denver Area, and it served as the central application for field visit capture and sales activity logging. Implementation focused on mobile field operations and inspection workflows, with Spotio configured to record door to door canvass activity, schedule and log property inspections, capture photographic evidence of storm damage, and track follow up visits. The platform was used alongside JobNimbus and other CRM tools to track visits, needs, and sales, with Spotio acting as the interface for field data capture and sales activity orchestration. Standard Sales Engagement capabilities such as lead mapping, visit history, and pipeline status tracking were applied to support homeowner conversations and product option reviews. Operational scope covered outside sales and inspection processes, specifically field representatives conducting property inspections, photographing damages, reviewing findings with homeowners, and coordinating insurance adjuster meetings to document claimable damages. The deployment emphasized mobile-first access for reps in the Greater Denver Area and alignment with claims coordination and customer engagement workflows. Business functions impacted included field sales, claims coordination, and post-visit follow up. Governance and workflow changes centered on an inspection to revisit workflow, with Spotio capturing evidence for adjuster meetings and enabling systematic revisit scheduling for prospects who were not ready to purchase. Deployment activity included a field pilot during June 2019 through August 2019, with Spotio used to standardize inspection documentation and sales follow up processes for the small business environment of Aspen Roofing & Exteriors.
Brinks Home Security	Professional Services	1200	$515M	United States	SPOTIO	Spotio Field Sales Engagement Platform	Sales Engagement	2020	n/a	In 2020, Brinks Home Security implemented the Spotio Field Sales Engagement Platform to operationalize an expanding Field Sales organization, completing a phased deployment over roughly 10 months. The implementation was driven by Sales Operations and a Senior Sales Operations Analyst who led financial modeling of territory mapping and coordinated cross-company sales tool initiatives to support market expansion. The Spotio Field Sales Engagement Platform was configured to support core Sales Engagement workflows, including territory mapping, field activity capture, lead assignment, and sales performance reporting. Configuration work emphasized territory alignment and configurable activity tracking, with reporting and analytics tuned to ongoing improvements in sales performance visibility and operational cadence. Integrations for the deployment included direct administration and data exchange with the companys CPQ tool and NetSuite, enabling consolidated administration of sales tools and consolidated reporting across quoting and financial systems. The integration landscape focused on handoffs between field activity in Spotio and downstream sales operations processes in CPQ and NetSuite to maintain data consistency for order and revenue workflows. Governance was centralized in Sales Operations, which assumed ongoing administration of Spotio, CPQ, and NetSuite and managed continuous reporting enhancements and territory model refinements. The implementation connected Brinks Home Security, Spotio Field Sales Engagement Platform, Sales Engagement, and Sales Operations and Field Sales functions to create an operational framework for territory-based field selling and cross-functional sales tool governance.
	Utilities	50	$5M	United States	SPOTIO	Spotio Field Sales Engagement Platform	Sales Engagement	2019	n/a
	Utilities	100	$10M	United States	SPOTIO	Spotio Field Sales Engagement Platform	Sales Engagement	2018	n/a
	Construction and Real Estate	100	$20M	United States	SPOTIO	Spotio Field Sales Engagement Platform	Sales Engagement	2019	n/a
	Insurance	70	$7M	United States	SPOTIO	Spotio Field Sales Engagement Platform	Sales Engagement	2016	n/a
	Professional Services	100	$15M	United States	SPOTIO	Spotio Field Sales Engagement Platform	Sales Engagement	2018	n/a
	Professional Services	50	$5M	United States	SPOTIO	Spotio Field Sales Engagement Platform	Sales Engagement	2018	n/a
	Manufacturing	15	$1M	United States	SPOTIO	Spotio Field Sales Engagement Platform	Sales Engagement	2016	n/a

Showing 1 to 10 of 20 entries

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