List of TRooTech Adv-Quote Customers
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Since 2010, our global team of researchers has been studying TRooTech Adv-Quote 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 TRooTech Adv-Quote for Configure Price Quote (CPQ) 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 TRooTech Adv-Quote for Configure Price Quote (CPQ) include: IKEA United States, a United States based Retail organisation with 16520 employees and revenues of $4.00 billion, Modulr, a United Kingdom based Banking and Financial Services organisation with 400 employees and revenues of $70.0 million, Defy Medical, a United States based Healthcare organisation with 20 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using TRooTech Adv-Quote, 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 TRooTech Adv-Quote 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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Defy Medical | Healthcare | 20 | $2M | United States | TRooTech | TRooTech Adv-Quote | Configure Price Quote (CPQ) | 2022 | n/a |
In 2022, Defy Medical implemented TRooTech Adv-Quote to introduce Configure Price Quote (CPQ) capabilities tied to its Salesforce patient-access workflows. The TRooTech Adv-Quote implementation was delivered in the context of a TRooTech-published Salesforce patient onboarding and referral management case study, indicating the vendor provided CRM and patient-access automation in the United States healthcare context alongside CPQ functionality. The initial scope emphasized productization, quote generation, configurable pricing rules and approval routing tailored to a small healthcare practice workflow.
Integrations centered on Salesforce CRM, using patient and referral records as primary objects to trigger quote generation and to persist pricing and order data. Where pricing and ordering workflows existed, TRooTech Adv-Quote was likely configured to produce templated patient quotes, enforce pricing logic and route approvals within Salesforce, aligning patient-access and administrative teams. Governance and rollout focused on mapping referral and onboarding processes to quoting and order capture steps, and operational coverage targeted patient-access and referral management functions rather than broad enterprise modules.
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IKEA United States | Retail | 16520 | $4.0B | United States | TRooTech | TRooTech Adv-Quote | Configure Price Quote (CPQ) | 2023 | n/a |
In 2023, TRooTech listed IKEA United States as an enterprise client for TRooTech Adv-Quote, indicating a 2023 engagement around Configure Price Quote (CPQ) capabilities for retail quoting and pricing. The disclosure positions TRooTech Adv-Quote as the primary application referenced for CPQ work with IKEA United States, linking the company, application, and Configure Price Quote (CPQ) category to commercial quoting workflows.
The engagement is described as likely focused on sales quoting, pricing automation and order to invoice handoffs, and these areas align with common CPQ functional modules. TRooTech Adv-Quote usage can be inferred to include configurable pricing rules, quote generation and document production, product configuration for retail assortments, and approval workflow orchestration consistent with Configure Price Quote (CPQ) implementations.
Integrations were likely scoped to support commerce and ERP handoffs in the United States, enabling quote to order data transfer and invoice handoff to downstream order management and billing systems. This integration focus places IKEA United States TRooTech Adv-Quote Configure Price Quote (CPQ) within commerce operations and sales order processing, emphasizing system-to-system orchestration rather than standalone quoting.
Operational coverage is centered on US sales and commerce functions, requiring governance over pricing rule administration and quote approval processes. Rollout implications implied by the vendor listing point to a configuration driven deployment model, with CPQ configuration and pricing governance established to align quoting behavior with IKEA United States commercial policies.
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Modulr | Banking and Financial Services | 400 | $70M | United Kingdom | TRooTech | TRooTech Adv-Quote | Configure Price Quote (CPQ) | 2023 | n/a |
In 2023, Modulr implemented TRooTech Adv-Quote, deploying TRooTech Adv-Quote as its Configure Price Quote (CPQ) application for enterprise quoting and pricing automation. TRooTech lists Modulr among its global clients and promotes enterprise quoting and pricing solutions for fintech and payments, and the engagement targeted sales and finance automation in the United Kingdom.
The deployment centered on standard Configure Price Quote (CPQ) capabilities including configurable product and service catalogs, rules-based pricing and discounting, automated quote generation, and approval workflow orchestration. Implementation work included custom platform and integration efforts to connect TRooTech Adv-Quote with Modulr sales and finance automation systems, using API-driven integration points and configurable modules to support quote-to-order handoffs.
Operational scope was focused on Modulr sales and finance teams in the UK region, with governance changes to centralize pricing policies and enforce role-based approval workflows across sales and finance functions. Rollout emphasized configuration of pricing governance, quote workflow orchestration, and integration-driven automation to embed TRooTech Adv-Quote into Modulr’s commercial operations.
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