Palo Alto, 94306, CA,
United States
Branch Metrics Technographics
Branch Metrics Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Branch Metrics and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 Branch Metrics employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Branch Metrics has purchased the following applications: Tipalti Invoice Management and Bill Processing System for AP Automation in 2019, Greenhouse ATS for Applicant Tracking System in 2019, Drift AI Chatbot for Chatbots and Conversational AI 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 Branch Metrics is running and its propensity to invest more and deepen its relationship with Tipalti , Greenhouse , 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 Branch Metrics revenues, which have grown to $130.0 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 Branch Metrics 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.
Branch Metrics Tech Stack and Enterprise Applications
Branch Metrics ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tipalti | Legacy | Tipalti Invoice Management and Bill Processing System | AP Automation | ERP | n/a | 2019 | 2019 |
In 2019 Branch Metrics implemented Tipalti Invoice Management and Bill Processing System as a component of its AP Automation capabilities. The company uses Tipalti Invoice Management and Bill Processing System on their website to handle vendor invoice intake and bill submission workflows.
The deployment emphasizes invoice intake, automated validation and exception handling, approval routing and bill processing orchestration, consistent with AP Automation functional patterns. Tipalti Invoice Management and Bill Processing System is presented through a web-facing interface for invoice submission and is configured to support centralized invoice lifecycle management, including invoice capture and structured approval flows.
Operationally the implementation covers finance and accounts payable business functions, surfacing vendor-facing invoice submission on Branch Metrics website and routing invoices into internal AP workflows. Governance and process alignment were focused on standardizing invoice routing and approval sequences to integrate the web intake channel into the company's accounts payable operating model.
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Branch Metrics HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2019 | 2019 |
In 2019, Branch Metrics implemented Greenhouse ATS, an Applicant Tracking System, to centralize recruiting and candidate intake. The Greenhouse ATS instance is surfaced on Branch Metrics' public website for job postings and applicant capture, and it is used to manage job requisitions, candidate pipelines, interview scheduling, scorecards, and offer workflows consistent with Applicant Tracking System capabilities.
The deployment emphasizes configuration of hiring workflows and recruiter and hiring manager roles, with Greenhouse ATS handling requisition approvals, interview kits, and candidate stage transitions. Operational coverage is focused on Branch Metrics talent acquisition and recruiting teams, with the application integrated into the company website for direct candidate application and career page management.
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Branch Metrics 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 | 2020 | 2020 |
In 2020, Branch Metrics deployed Drift AI Chatbot on its website. Branch Metrics implemented Drift AI Chatbot as a Chatbots and Conversational AI solution to manage customer engagement and web lead capture, aligning the application to marketing and sales intake workflows.
Deployment used a web-embedded conversational widget pattern, with Drift AI Chatbot configured for conversational playbooks, intent detection, and automated routing to human agents or internal queues. The implementation emphasized integration into lead routing and CRM intake processes, conversation analytics monitoring, and governance controls such as script versioning and staged message testing, with operational coverage focused on the customer-facing website and supporting marketing and customer success functions.
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Branch Metrics Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2014 | 2014 |
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Branch Metrics Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Contract Lifecycle Management | Content Management |
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2019 | 2019 |
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Web Content Management | Content Management |
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2018 | 2018 |
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Branch Metrics 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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Account Based Marketing, Sales Engagement | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Branch Metrics ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Incident Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Branch Metrics 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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2021 | 2021 |
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Cloud Storage | IaaS |
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2014 | 2014 |
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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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Branch Metrics
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Branch Metrics Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||