Advocate
6200 The Corners Parkway, T-100,
Norcross, 30092, GA,
United States
Norcross, 30092, GA,
United States
1 678-987-5900
Professional Services
Advocate Technographics
Advocate Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Advocate and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 90 Advocate 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 has purchased the following applications: Sage Intacct for ERP Financial in 2018, Microsoft 365 for Collaboration in 2015, ZoomInfo Chorus for Marketing Analytics 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 Advocate is running and its propensity to invest more and deepen its relationship with Sage , Microsoft , Zoominfo 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 revenues, which have grown to $22.0 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 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 Tech Stack and Enterprise Applications
Advocate ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, Advocate implemented Sage Intacct. Advocate implemented Sage Intacct as its ERP Financial platform to support finance and accounting for its United States professional services operations.
The deployment uses Sage Intacct’s cloud-hosted SaaS architecture and was configured to cover core ERP Financial capabilities, including general ledger, accounts payable, accounts receivable, billing, financial reporting, and revenue recognition workflows. Configuration focused on a multi-entity chart of accounts and period close workflows aligned with professional services revenue and billing cycles.
Sage Intacct is surfaced on Advocate’s website. Operational scope is centered on the finance organization across Advocate’s U.S. operations, with governance implemented through centralized chart of accounts, role-based access controls, and formal close and billing process definitions within the Sage Intacct environment.
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Advocate Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Advocate deployed Microsoft 365 as its Collaboration platform across its 90-person professional services firm in the United States. The Microsoft 365 implementation is reflected publicly through the use of Office 365 Mail on the company website, where hosted email handles inbound contact and client inquiries, establishing cloud email as the primary external communications channel.
Configuration emphasized core Collaboration capabilities, including hosted email, centralized document libraries, file sync and sharing, and real-time communication tools. Microsoft 365 was provisioned to support Exchange Online style email routing, SharePoint Online style centralized document management, OneDrive style personal file storage, Microsoft Teams style chat and meetings, and the Office productivity suite to enable collaborative authoring and review workflows. Tenant-level administration consolidated user provisioning, access policy controls, and mailbox configuration to align with Advocate's small firm operational model.
Operational coverage targeted company-wide collaboration and client-facing communications across services teams, with website email integration anchoring inbound workflows. Governance focused on tenant account management, role-based access aligned to service lines, and retention and sharing policies consistent with professional services requirements. The Microsoft 365 Collaboration deployment supported standard business functions such as internal communications, proposal drafting, and client deliverable review.
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Advocate CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | ZoomInfo Chorus | Marketing Analytics | CRM | n/a | 2021 | 2021 |
In 2021, Advocate implemented ZoomInfo Chorus to strengthen its Marketing Analytics capability. Advocate is using ZoomInfo on their website and positioned ZoomInfo Chorus to provide conversation-derived insights for marketing and sales enablement across the United States.
ZoomInfo Chorus was configured to capture and analyze conversations and transcribed interactions, aligning with typical Marketing Analytics workflows such as conversation analytics, topic tagging, and talk-track visibility. Configuration emphasized automated transcription, taxonomy-driven tagging and searchable conversation indexes to surface buyer signals and content performance for marketing campaigns.
Operational scope targeted marketing and sales functions within Advocate, with governance focused on taxonomy, tagging workflows and access controls to operationalize conversation insights. The website instrumentation routes engagement signals into the Chorus analytics pipeline, enabling marketing analytics teams to correlate web-driven interactions with recorded conversations and campaign measurement.
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Advocate PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2020 | 2020 |
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Advocate 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Advocate
| First Name | Last Name | Title | Function | Department | Phone | |
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CFO | CXO | Finance | |
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Controller | Director | Finance | |
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Apps Being Evaluated by Advocate Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Advocate IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Advocate digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Advocate Technographics
Advocate is a Professional Services organization based in United States,
with around 90 employees and annual revenues of $22.0 million.
Advocate operates a diverse technology stack with applications such as
Sage Intacct, Microsoft 365 and ZoomInfo Chorus,
covering areas like ERP Financial, Collaboration and Marketing Analytics.
Advocate has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Microsoft and Zoominfo.
Advocate recently adopted applications including
Google Cloud CDN in 2022, ZoomInfo Chorus in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Advocate’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Advocate’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 technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.