Hopkins, 55305-5220, MN,
United States
Advocate Group Technographics
Advocate Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Advocate Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 28 Advocate 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 Advocate Group has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2022, Cloudflare CDN for Content Delivery Network in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Advocate Group is running and its propensity to invest more and deepen its relationship with Cisco Systems , Microsoft , Salesforce 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 Advocate Group revenues, which have grown to $3.0 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 Advocate 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.
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.
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Collaboration | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Advocate Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
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.
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Advocate Group IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
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.
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IT Decision Makers and Key Stakeholders at Advocate Group
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Apps Being Evaluated by Advocate Group Executives
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