AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Advocate Group Tech Stack and Enterprise Applications

Advocate Group Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Cisco Systems Legacy Cisco Webex Meetings Audio Video and Web Conferencing Collaboration n/a 2018 2018
In 2018, Advocate Group implemented Cisco Webex Meetings to provide a centralized conferencing platform for its 28-employee professional services firm. The deployment of Cisco Webex Meetings addresses the company’s Audio Video and Web Conferencing requirements and is exposed on the Advocate Group website to simplify client access to virtual sessions. Configuration emphasized standard Audio Video and Web Conferencing capabilities, including hosted meeting scheduling, browser-based join, video and audio conferencing, screen sharing, recording, and participant management, aligned with typical meeting workflows for client engagement. The Webex Meetings instance is embedded on the corporate website to support scheduled and ad-hoc client consultations, and governance efforts focused on standardizing meeting links, access patterns, and usage policies across client services and sales workflows to ensure consistent operational handling and a predictable client experience.
Collaboration Collaboration 2017 2017
Collaboration Collaboration 2022 2022
Advocate Group CRM
Vendor
Previous System
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Category
Market
VAR/SI
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Insight
Salesforce Legacy Salesforce Sales Cloud Sales Automation, CRM, Sales Engagement CRM n/a 2022 2022
In 2022, Advocate Group implemented Salesforce Sales Cloud to centralize customer records and manage sales activities. The deployment emphasized Sales Automation,CRM,Sales Engagement capabilities and was instrumented on the Advocate Group public website to support inbound lead capture and initial contact workflows. Configuration focused on core Salesforce Sales Cloud modules, including lead capture and routing, contact and account management, opportunity management with defined pipeline stages, activity and task tracking, and dashboards and reports for sales visibility. Sales engagement functionality was configured to support repeatable outreach using activity logging and templated communication workflows. The implementation is connected to the company website so that inbound inquiry forms create leads directly in Salesforce Sales Cloud and trigger assignment rules for the small sales organization. Operational coverage centers on sales and business development users within the 28 person professional services firm headquartered in the United States, aligning CRM records to the client acquisition lifecycle. Governance was established with role based profiles, permission sets and a centralized admin configuration to control data access and pipeline definitions, accompanied by documented processes and a staged rollout to sales staff. Ongoing administration and minor configuration updates are managed internally by Advocate Group staff to maintain the Sales Cloud configuration.
Advocate Group IaaS
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Previous System
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Category
Market
VAR/SI
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Insight
Cloudflare Legacy Cloudflare CDN Content Delivery Network IaaS n/a 2020 2020
In 2020, Advocate Group implemented Cloudflare CDN on its public website. The deployment uses Cloudflare CDN as a Content Delivery Network to deliver cached assets and HTTP content from edge locations, providing global edge caching, TLS termination, and DNS proxying consistent with CDN implementations. Advocate Group Cloudflare CDN Content Delivery Network supports the firm’s website hosting and external web presence for the professional services business. Configuration emphasized standard Content Delivery Network capabilities, including cache rules, asset caching policies, and cache invalidation controls tied to the website deployment workflow. Operational scope targets web operations and marketing functions, with governance changes to centralize caching settings, coordinate content publishing and cache purging, and manage certificate and delivery settings through the Cloudflare CDN.

IT Decision Makers and Key Stakeholders at Advocate Group

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Apps Being Evaluated by Advocate Group Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Advocate Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Advocate Group digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Advocate Group Technographics
Advocate Group is a Professional Services organization based in United States, with around 28 employees and annual revenues of $3.0 million.
Advocate Group operates a diverse technology stack with applications such as Cisco Webex Meetings, Salesforce Sales Cloud and Cloudflare CDN, covering areas like Audio Video and Web Conferencing, Sales Automation, CRM, Sales Engagement and Content Delivery Network.
Advocate Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Cisco Systems, Salesforce and Cloudflare.
Advocate Group recently adopted applications including Slack Connect in 2022, Salesforce Sales Cloud in 2022 and Cloudflare CDN in 2020, highlighting its ongoing modernization strategy.
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Our research team continuously updates Advocate Group’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 Advocate Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.