AI Buyer Insights:

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

2B Advice
Location
7220 Avenida Encinas Ste 208,
San Diego, CA, 92011-4661,
United States
Website
https://www.2b-advice.com/us/
Phone
1 858-366-9750
Artw industry
Professional Services
Employee
Revenue

2B Advice Technographics

2B Advice Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by 2B Advice and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 2B Advice employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that 2B Advice has purchased the following applications: Microsoft 365 for Collaboration in 2018, Pipedrive CRM for CRM in 2021, 2B Advice PrIME for Governance, Risk and Compliance 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 2B Advice is running and its propensity to invest more and deepen its relationship with Microsoft , Pipedrive , Brevo 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 2B Advice 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 2B Advice 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.

2B Advice Tech Stack and Enterprise Applications

Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
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
2B Advice Legacy 2B Advice PrIME Governance, Risk and Compliance TRM n/a 2021 2021
In 2021, 2B Advice implemented 2B Advice PrIME, Apps Category . The deployment placed 2B Advice PrIME on the company public website to surface vendor-managed capabilities to external users and centralize administrative control. Configuration focused on embedding the 2B Advice PrIME application into site workflows and enabling vendor-hosted configuration and an administrative console, aligning operational scope to marketing and client engagement functions. Governance was maintained through internal administrator provisioning and vendor configuration handoffs, and rollout was limited to the company website and internal administration teams. The relationship is 2B Advice, 2B Advice PrIME, Apps Category, marketing and client engagement.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2020 2020
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
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
No data found
Show All Contacts

Apps Being Evaluated by 2B Advice Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from 2B Advice IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the 2B Advice digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
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 365, Pipedrive CRM and 2B Advice PrIME, covering areas like Collaboration, CRM and Governance, Risk and Compliance.
2B Advice has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Pipedrive and 2B Advice.
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.