Balboa Capital
575 Anton Blvd 12th floor,
Costa Mesa, 92626, CA,
United States
Costa Mesa, 92626, CA,
United States
1 888-225-2621
Banking and Financial Services
Balboa Capital Technographics
Balboa Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Balboa Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 455 Balboa Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Balboa Capital has purchased the following applications: Salesforce Field Service (ex ClickSoftware) for Field Service Management in 2019, Drift AI Chatbot for Chatbots and Conversational AI in 2019, Microsoft 365 for Collaboration in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Balboa Capital is running and its propensity to invest more and deepen its relationship with Salesforce , BuildingLink , Drift 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 Balboa Capital revenues, which have grown to $60.0 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 Balboa Capital 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.
Balboa Capital Tech Stack and Enterprise Applications
Balboa Capital ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Field Service (ex ClickSoftware) | Field Service Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, Balboa Capital implemented Salesforce Field Service (ex ClickSoftware) to support Field Service Management across its Sales Cloud, Service Cloud, Commercial Cloud and Financial Cloud environments. The implementation was executed by Salesforce developers using Lightning, with configuration and customization aligned to sales, customer service, and help desk workflows within the organization.
The deployment included a Field Service Lightning setup for multi-level service territories that represent the regions where agents and technicians can work, and standard field service capabilities such as work order and case management, scheduling and dispatch configuration, and automation of work order lifecycles. Technical work included converting Salesforce Classic buttons to Lightning Quick Actions, building Lightning components with the Salesforce Lightning Design System and Lightning App Builder, and authoring SOQL and SOSL queries to surface related object data.
Integrations and data operations were explicit parts of the implementation, including DocuSign and Conga Composer integration with Conga template and email template management, inbound Apex REST web service classes for external calls into Salesforce, and bulk data loads of Leads, Accounts, Contacts and Opportunities using Data Loader and Import Wizard. The team also implemented Web to Lead, Web to Case and Email to Case flows to capture external requests into the CRM.
Operational governance included developer-led configuration standards and end user enablement, with developers training agents and users on newly developed functionality and embedding RPA within Salesforce to improve the performance of case management for customer service requests, help desk requests, and work orders. The implementation narrative centers on system architecture and operational coverage rather than vendor substitution, reflecting an in-house Salesforce development and administration approach.
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Real Estate Property Management | ERP Services and Operations |
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2007 | 2007 |
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Balboa Capital AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Balboa Capital implemented Drift AI Chatbot on its customer-facing website, deploying a Chatbots and Conversational AI solution to automate initial engagement and inbound inquiries. Balboa Capital implemented Drift AI Chatbot, a Chatbots and Conversational AI application, to support sales, marketing, and customer service functions by handling first-contact conversations and qualifying web leads.
The implementation focused on conversational playbooks and intent driven flows consistent with Chatbots and Conversational AI patterns, including scripted qualification dialogs, automated responses for common product and financing queries, and bot to human escalation rules. Operational ownership sits with web and digital teams who configured messaging, escalation thresholds, and content updates, while governance emphasized conversational content review and change control for customer facing dialogs.
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Balboa Capital Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Balboa Capital implemented Microsoft 365 to standardize Collaboration across its corporate environment. The implementation is observable on the company website indicating use of Microsoft 365 assets for public-facing content and form handling.
The deployment follows a cloud-hosted Microsoft 365 tenant architecture, leveraging core Collaboration capabilities such as Exchange Online for email, SharePoint Online for intranet and document management, Microsoft Teams for real-time collaboration, and OneDrive for Business for endpoint file sync. Identity and access control are aligned with Azure Active Directory and role-based administration to support centralized tenant governance and user provisioning.
Operational coverage centers on centralized corporate functions including marketing, finance, and sales support teams, with configuration oriented toward document lifecycle, email continuity, and internal collaboration workflows. Governance emphasizes tenant-level administrative controls, conditional access, and data classification policy frameworks to manage compliance and information protection across the Collaboration footprint.
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Balboa Capital CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2020 | 2020 |
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Balboa Capital 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Balboa Capital CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Balboa Capital
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Operating Officer | CXO | Finance | |
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Director of Operations | Director | Finance | |
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Vice President, Portfolio Management | VP | Investment | |
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CEO | CXO | Finance | |
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President | CXO | Finance | |
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Apps Being Evaluated by Balboa Capital Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Balboa Capital IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Balboa Capital digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Balboa Capital Technographics
Balboa Capital is a Banking and Financial Services organization based in United States,
with around 455 employees and annual revenues of $60.0 million.
Balboa Capital operates a diverse technology stack with applications such as
Salesforce Field Service (ex ClickSoftware), Drift AI Chatbot and Microsoft 365,
covering areas like Field Service Management, Chatbots and Conversational AI and Collaboration.
Balboa Capital has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Salesforce, Drift and Microsoft.
Balboa Capital recently adopted applications including
Salesforce Pardot in 2021, Okta Identity Cloud in 2021 and Demandbase ABX Cloud in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Balboa Capital’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Balboa Capital’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 Balboa Capital technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.