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Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

List of Wheely Sales Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Pride The Portable Toilet Co Professional Services 10 $1M United States Wheely Sales Wheely Sales Sales Automation 2023 n/a In 2023, Pride The Portable Toilet Co implemented Wheely Sales to enable Sales Automation on its public website. The Wheely Sales implementation is web-embedded and focuses on customer acquisition and order intake, linking on-page lead capture to sales pipeline tracking consistent with Sales Automation functionality. Pride The Portable Toilet Co Wheely Sales Sales Automation supports quote initiation and contact capture directly from site visitors, aligning the application with frontline sales and booking workflows. Configuration and architecture are lightweight and website-centric, appropriate for a 10-employee professional services firm, with Wheely Sales handling lead forms, basic contact management, and quote workflows. Operational coverage centers on sales and customer-facing booking processes rather than broad enterprise integrations, and administration is consolidated to internal staff who manage pipeline stages and form configurations. The deployment emphasizes on-site orchestration of inbound leads through Wheely Sales, reinforcing the relationship between Pride The Portable Toilet Co, Wheely Sales, and its Sales Automation business function.
Vantine Studios Professional Services 50 $5M United States Wheely Sales Wheely Sales Sales Automation 2020 n/a In 2020 Vantine Studios implemented Wheely Sales to support Sales Automation on its public website. The deployment is web-embedded on https://www.vantineimaging.com/, acting as the primary lead capture and qualification entry point for the 50-person professional services firm. Implementation scope emphasized online lead capture, contact management and pipeline visibility across Sales and Marketing, with Wheely Sales used to capture form submissions and record initial prospect interactions. Wheely Sales was configured to track web-originated leads and to surface qualification status for follow up. Configuration focused on pipeline management, activity logging and automated follow-up sequences to standardize handoffs between marketing and sales. Governance centered on defined qualification criteria and routing rules, with administrative controls for web forms and automation maintained by internal staff. The implementation positioned Wheely Sales as the central Sales Automation system for web-driven demand generation and sales workflow orchestration.
Wheely Sales Professional Services 10 $1M United Kingdom Wheely Sales Wheely Sales Sales Automation 2021 n/a In 2021, Wheely Sales implemented the Wheely Sales application as a Sales Automation solution embedded on its public website. The small United Kingdom professional services firm, operating with about 10 employees, uses the implementation to capture inbound leads via website forms and to centralize sales activity and contact records for its sales and marketing functions. The deployment surfaces lead capture widgets and web-to-lead workflows directly on the site, steering new inquiries into structured opportunity records and standardized pipeline stages. Configuration focuses on lightweight, user-level access suitable for a compact team size and on-screen workflow elements that reduce manual data entry. Functional emphasis in the Wheely Sales implementation includes lead capture, lead qualification, pipeline management, sequence-based outreach, and activity tracking consistent with Sales Automation capabilities. Operational coverage centers on the sales function with role-based access, task assignment, and defined handoff points to ensure consistent follow-up. Governance has been implemented through configured pipeline stages and user permissions that codify sales process steps and approvals for a small organization. The implementation is centered on website-integrated sales workflows and internal process standardization rather than broad enterprise integrations.
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