AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

2B Advice Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2018 2018
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2020 2020
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Pipedrive Legacy Pipedrive CRM CRM CRM n/a 2021 2021 In 2021, 2B Advice implemented Pipedrive CRM. The small United States professional services firm deployed Pipedrive CRM as its central CRM to manage sales pipelines, contact records, and client engagement workflows, aligning with the CRM category. The implementation emphasizes lightweight, sales-focused capabilities appropriate for a company with roughly 10 employees, consolidating customer data into a single CRM instance. Deployment is surfaced on the company's website, with lead capture and inquiry flows directed into Pipedrive CRM to create contacts and deals and to enable pipeline progression from initial inquiry to proposal. Functional modules include pipeline management, contact and company records, activity scheduling, deal tracking, and email synchronization, configured to support business development and client management functions. Governance was scoped for a small team, with centralized ownership of record hygiene and standardized deal stages to maintain consistent sales processes.
Marketing Automation CRM 2020 2020
Tag Management CRM 2020 2020
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Governance, Risk and Compliance TRM 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Identity and Access Management (IAM) CyberSecurity 2023 2023
IT Decision Makers and Key Stakeholders at 2B Advice
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by 2B Advice Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD 2B Advice Technographics

2B Advice is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

2B Advice operates a diverse technology stack with applications such as Microsoft Azure Cloud Services, Microsoft 365 and Pipedrive CRM, covering areas like Application Hosting and Computing Services, Collaboration and CRM.

2B Advice has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and Pipedrive.

2B Advice recently adopted applications including Microsoft Entra ID (formerly Azure Active Directory) in 2023, Pipedrive CRM in 2021 and 2B Advice PrIME in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of 2B Advice’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates 2B Advice’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete 2B Advice technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.