Garden Grove, 92841-4206, CA,
United States
101 Financial Group Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by 101 Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 101 Financial Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that 101 Financial Group has purchased the following applications: GoDaddy Webmail for Collaboration in 2017, Keap CRM for CRM in 2016, Salesforce Heroku for Apps Development in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems 101 Financial Group is running and its propensity to invest more and deepen its relationship with GoDaddy , Google , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing 101 Financial Group revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for 101 Financial Group intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy Webmail | Collaboration | Collaboration | n/a | 2017 | 2017 |
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Collaboration | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Collaboration | Collaboration |
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2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Keap (formerly Infusionsoft) | Legacy | Keap CRM | CRM | CRM | n/a | 2016 | 2016 |
In 2016, 101 Financial Group implemented Keap CRM on its website. The deployment positioned Keap CRM as the central contact and lead capture system for the small professional services firm with approximately 10 employees.
Keap CRM configuration focused on contact management, web lead capture forms, email automation, and basic pipeline tracking, aligning with CRM category functional workflows. The implementation leveraged Keap CRM embedded web forms and campaign automation to create segmented contact records and automated follow up sequences.
Operational scope covered sales and client engagement workflows across the firm in the United States, with a single administrative account managing user permissions and campaign templates. Governance emphasized centralized data ownership and standardized intake through website forms, with operational processes structured around Keap CRM contact records and campaign sequences.
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Customer Support | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2023 | 2023 |
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Tag Management | CRM |
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2017 | 2017 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Heroku | Apps Development | PaaS | n/a | 2021 | 2021 |
In 2021, 101 Financial Group implemented Salesforce Heroku as its Apps Development platform to host and run customer facing components on the company website. Salesforce Heroku is used to provide application runtime and web hosting for the public site, linking the company name, application, and Apps Development category to the business function of digital customer engagement.
The implementation centers on platform as a service capabilities, with Salesforce Heroku providing managed application runtime, build and deployment pipeline support, and consumable add on services commonly used in Apps Development workflows. Operational scope is concentrated on the United States based website and the small internal development and operations team, with governance focused on code based deployments and platform configuration management to support ongoing updates to the public site.
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2014 | 2014 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2008 | 2008 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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