Downers Grove, 60515-1185, IL,
United States
Bluestone Advisors Technographics
Bluestone Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Bluestone Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Bluestone Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Bluestone Advisors has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2014, GleanView CRM for CRM in 2019, Intuit Mailchimp Mandrill for Transactional Email in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Bluestone Advisors is running and its propensity to invest more and deepen its relationship with Google , Salesforce , GleanView 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 Bluestone Advisors 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 Bluestone Advisors 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.
Bluestone Advisors Tech Stack and Enterprise Applications
Bluestone Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2014 | 2014 |
|
|
|
|
|
|
Collaboration | Collaboration |
|
2023 | 2023 |
|
Bluestone Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GleanView | Legacy | GleanView CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, Bluestone Advisors implemented GleanView CRM, deploying the GleanView CRM instance on its public website to capture prospective client inquiries and centralize contact records for its professional services practice. The deployment targets core business functions in sales pipeline management and client engagement for the firm’s US-based advisory team, reflecting a configuration scaled to a 10 person organization. The implementation narrative emphasizes web-embedded CRM usage and centralized contact and opportunity tracking as primary operational capabilities.
The configuration delivered standard CRM modules including web form lead capture, contact and account management, opportunity tracking, and activity logging, configured to mirror the firm’s advisory intake and follow up workflows. Integration is explicitly website-based, with the application accessible to internal users for day to day client engagement and pipeline management, consistent with a cloud-delivered application model implied by the site embedding. Governance was structured around a single administrative owner and standardized data fields and simple workflow rules for lead routing and follow up to maintain consistent intake and handoff across advisory staff.
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2022 | 2022 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
|
|
|
|
Sales Automation | CRM |
|
2022 | 2022 |
|
|
|
|
|
Tag Management | CRM |
|
2019 | 2019 |
|
Bluestone Advisors PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp Mandrill | Transactional Email | PaaS | n/a | 2016 | 2016 |
|
|
|
|
|
Transactional Email | PaaS |
|
2021 | 2021 |
|
Bluestone Advisors IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
IT Decision Makers and Key Stakeholders at Bluestone Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Bluestone Advisors Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||