Chicago, 60606, IL,
United States
Clarity Partners, LLC Technographics
Clarity Partners, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Clarity Partners, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 75 Clarity Partners, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Clarity Partners, LLC has purchased the following applications: Intuit Quickbooks Pro for ERP Financial in 2006, Microsoft 365 for Collaboration in 2018, Hubspot CRM for CRM in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Clarity Partners, LLC is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , HubSpot 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 Clarity Partners, LLC revenues, which have grown to $8.0 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 Clarity Partners, LLC 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.
Clarity Partners, LLC Tech Stack and Enterprise Applications
Clarity Partners, LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Pro | ERP Financial | ERP | x | 2006 | 2006 |
In 2006, Clarity Partners, LLC implemented Intuit Quickbooks Pro as its ERP Financial application to centralize accounting, financial close, and tax planning workflows. The implementation integrated and compiled accounting data into Intuit Quickbooks Pro, and supported the year end financial close and creation of final statement reports, with accounting ledgers and close procedures executed in the Quickbooks environment. Tax planning activities were performed in conjunction with the accounting close, aligning financial reporting and tax documentation within the application.
Intuit Quickbooks Pro was used alongside the firm’s custom built CRM solution, with accounting and client records maintained to support professional services billing and tax-related record keeping. The project also included evaluation of competing firm web sites for style and design as part of a marketing effort to improve the company’s site, indicating cross-functional use across finance, tax, and marketing functions.
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Clarity Partners, LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Clarity Partners, LLC implemented Microsoft 365 as a Collaboration platform. The deployment targeted a United States based professional services firm with roughly 75 employees and covered core business functions including consulting, finance, and marketing. Microsoft 365 is also surfaced on the company website for public content and contact workflows.
The implementation leveraged standard Microsoft 365 capabilities to provide cloud email and calendar, document management and libraries, team chat and meetings, and cloud file storage. Configuration emphasis included Exchange Online style mailbox management, SharePoint Online document libraries, Microsoft Teams channels for project collaboration, and OneDrive for Business for individual file sync, with role based access controls and tenant level policies to manage sharing and retention.
Governance was organized around departmental collaboration needs, with centralized IT administration for user provisioning, permission management, and policy enforcement. Operational coverage focused on consultants and back office teams within the United States, and workflows were aligned to professional services delivery, knowledge sharing, and external client collaboration.
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Clarity Partners, LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2018 | 2018 |
In 2018 Clarity Partners, LLC implemented Hubspot CRM to centralize contact, prospect and engagement data for its professional services operations, deploying a cloud-hosted CRM to support sales and marketing workflows. The deployment targeted the companys US operations and scaled to the organization size of roughly 75 employees, positioning Hubspot CRM as the primary system for client lifecycle management in the CRM category.
Hubspot CRM implementation focused on core CRM capabilities typical for professional services, including contact and company records, deal pipeline configuration, activity tracking, and embedded website lead capture. The Hubspot CRM configuration included form and tracking instrumentation on claritypartners.com to capture inbound inquiries and route them into staged deal records and contact timelines, and it leveraged marketing automation workflows to standardize initial nurture steps and task creation for account teams.
Integrations were concentrated on the public website and inbound channels, using HubSpot on their website to surface form submissions and behavioral tracking directly into contact and deal records. Operational coverage included sales, marketing, and client services teams, with CRM records used to coordinate proposal and engagement workflows across those functions.
Governance emphasized contact data hygiene, standardized lifecycle stages and lead routing rules to ensure consistent assignment and follow up, and configuration of deal stages aligned to professional services engagement milestones. Rollout and adoption centered on internal process alignment, CRM usage standards, and ongoing configuration management to support sales pipeline orchestration and client engagement tracking.
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Customer Support | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Clarity Partners, LLC 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Clarity Partners, LLC
Apps Being Evaluated by Clarity Partners, LLC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||