McLean, 22102-3470, VA,
United States
Aptaria
Aptaria, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Aptaria collaboration with software players such as Salesforce empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Aptaria | Salesforce | Salesforce Sales Cloud | Sales Automation,CRM,Sales Engagement | CRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Citibank | Banking and Financial Services | 226000 | $81.1B | United States | Salesforce | Salesforce Sales Cloud | Sales Automation,CRM,Sales Engagement | 2008 |
In 2008, Citibank deployed Salesforce Sales Cloud for its Wealth Management unit with implementation partner Aptaria. Aptaria helped the Wealth Management unit implement a unified Salesforce.com solution that provided an easy-to-access 360 degree view of the customer and was described as the largest-ever Salesforce implementation to date.
The deployment centered on Salesforce Sales Cloud as a Sales Automation,CRM,Sales Engagement platform, configured for account and contact consolidation, opportunity management, activity and interaction tracking, and client-facing sales engagement workflows typical of the category. Aptaria led architecture and configuration, establishing a centralized data model, role-based access controls for relationship managers, and standardized sales processes across the Wealth Management organization to operationalize the 360 degree customer view. The implementation aligned business functions including wealth advisory, private banking sales, and client servicing under a single CRM platform.
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Citigroup | Banking and Financial Services | 230000 | $81.1B | United States | Salesforce | Salesforce Sales Cloud | Sales Automation,CRM,Sales Engagement | 2007 |
In 2007, Citigroup implemented Salesforce Sales Cloud for its Citibank Wealth Management unit. Aptaria led the implementation effort, delivering what was reported as the largest-ever Salesforce implementation to date and provisioning a unified Salesforce.com solution that provided an easy-to-access 360 degree view of the customer.
The deployment focused on Sales Automation,CRM,Sales Engagement capabilities within Salesforce Sales Cloud, including account and contact consolidation, opportunity and pipeline management, and sales engagement workflows. Configuration emphasized a consistent data model and centralized customer records to support relationship management and front-office sales processes.
Operational scope was confined to the Citibank Wealth Management unit, where the implementation aligned sales workflows and client service processes on a single platform. Governance included project-led configuration control, role-based access for wealth advisors, and phased rollout practices managed by Aptaria to coordinate enterprise-scale adoption.
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Buyer Intent: Companies Evaluating Aptaria Services
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