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Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

List of Veloxity CRM Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
20/15 Visioneers Professional Services 10 $1M United States Veloxity Veloxity CRM CRM 2020 n/a In 2020, 20/15 Visioneers implemented Veloxity CRM to support scientific and technology consulting sales and to centralize historical customer and project data for secondary and tertiary decision-making across R&D and market-facing activities in the United States. As a professional services firm with 10 employees the deployment is sized for a compact, centralized user base focused on sales and research workflows. The Veloxity CRM implementation emphasizes CRM category capabilities, including sales pipeline analytics and informatics features inferred from vendor materials, together with contact, opportunity, and lead management workflows. Configuration prioritized opportunity stage modeling, contact record enrichment, and analytics views that surface historical CRM data to inform R&D prioritization and client engagement planning. Operational coverage spans sales, R&D, and market-facing business functions within the United States, using a single organizational account structure and cross-functional access to aggregated CRM records. Governance focused on centralized data stewardship and usage policies so historical CRM records can be leveraged consistently across project strategy and market activities, and the rollout aligned to the small-team structure to minimize administrative overhead.
Links Asset Trust Leisure and Hospitality 25 $10M United States Veloxity Veloxity CRM CRM 2019 n/a In 2019, Links Asset Trust implemented Veloxity CRM, deploying CRM capabilities to centralize prospect and member lead lists across its portfolio of private clubs in the United States. The deployment focused on consolidating club prospect lists onto Veloxity CRM to establish a single customer record for membership and prospect management. Configuration emphasized CRM opportunity and prospect modules, aligning record types to membership pipelines and contact segmentation for club operations. Standard CRM functions such as lead capture, opportunity tracking, activity management, and list consolidation were provisioned to support sales and marketing workflows across individual clubs. This setup enabled consistent use of Veloxity CRM for prospect qualification and membership conversion processes. Operational scope covered Links Asset Trusts private club portfolio in the United States and targeted club operations, membership sales, and marketing teams. Governance centered on centralization of prospect lists and standardized record structures to reduce duplication and enable cross-club visibility. The record indicates the implementation improved organization of prospect and member lead lists and provided actionable sales and marketing insights for club operations.
Sapio Sciences Professional Services 25 $2M United States Veloxity Veloxity CRM CRM 2020 n/a In 2020, Sapio Sciences implemented Veloxity CRM to manage its sales pipeline, quoting, and sales team activities across its North American commercial operations. The Veloxity CRM deployment centralized CRM functions including lead capture, opportunity staging, quote generation, and sales activity tracking to support the companys commercial workflows. Veloxity CRM was integrated with NetSuite using a Besyncly connector to automatically push closed-won opportunities into NetSuite, eliminating manual opportunity handoffs to finance. Operational scope covered sales for opportunity management and the finance team for closed-won record consumption, and the integration required alignment of opportunity record fields and closed-won event triggers to ensure reliable data mapping into NetSuite. The integration produced a reported time savings of about half a day per month for the finance team.
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