Cleversafe
222 South Riverside Plaza, Suite 1700,
Chicago, 60606, IL,
United States
Chicago, 60606, IL,
United States
1 312-423-6640
Communications
Cleversafe Technographics
Cleversafe Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cleversafe and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Cleversafe employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cleversafe has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2013, Microsoft 365 for Collaboration in 2015, Adobe Marketo for Marketing Automation in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Cleversafe is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , HCL Technologies 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 Cleversafe revenues, which have grown to $35.0 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 Cleversafe 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.
Cleversafe Tech Stack and Enterprise Applications
Cleversafe ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2013 | 2013 |
In 2013, Cleversafe implemented Oracle NetSuite ERP to centralize ERP Financial processes for its finance and accounting organization. The deployment used the Oracle NetSuite ERP cloud service model to provide a unified financial management platform across the company finance function.
The implementation focused on core ERP Financial modules, including general ledger, accounts receivable, accounts payable, fixed assets, billing, revenue recognition, and financial reporting. Configuration work emphasized a consolidated chart of accounts, period close workflows, automated reconciliations, and role based access controls to support month end close and statutory reporting cycles.
Operational coverage included finance, accounting, and revenue operations teams within Cleversafe, with governance built around approval workflows, change control for financial configurations, and segregation of duties controls. Integrations were implemented using standard connector and API patterns to link the Oracle NetSuite ERP instance with Cleversafe transactional systems and payroll, with rollout executed in phased waves across finance functions to limit operational disruption.
|
Cleversafe Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Cleversafe implemented Microsoft 365 as its Collaboration platform. The deployment is referenced on Cleversafe's public website, indicating Microsoft 365 was adopted as the companywide cloud collaboration and productivity suite.
The Microsoft 365 implementation consolidated standard Collaboration capabilities, including Exchange Online email, SharePoint and OneDrive content collaboration, and Microsoft Teams real-time communication and coauthoring workflows. Configuration work focused on tenant-level service settings, user and group provisioning, and shared content libraries to support document collaboration and group calendaring.
Architecture followed a cloud-hosted, tenant-based SaaS model managed by Cleversafe IT, provisioned for an organization of about 200 employees in the Communications industry. Operational scope covered corporate functions such as communications and marketing, with tenant administration used to enforce role-based access and service configuration across teams.
Governance emphasized centralized account provisioning, role based access controls, and content lifecycle rules for collaborative artifacts. The narrative centers on Cleversafe Microsoft 365 Collaboration adoption in 2015 and the platform's role in standardizing corporate collaboration and productivity workflows.
|
|
|
|
|
Collaboration | Collaboration |
|
2020 | 2020 |
|
Cleversafe CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Marketo | Marketing Automation | CRM | n/a | 2014 | 2014 |
Cleversafe implemented Adobe Marketo in 2014 to add a Marketing Automation layer directly on its public website, providing web-based lead capture and campaign orchestration for its marketing and demand generation teams. The implementation uses Adobe Marketo as the primary Marketing Automation application for form embedding and site-level visitor tracking, aligning the application with web channel acquisition workflows.
Adobe Marketo deployment was focused on web instrumentation and campaign modules, including embedded lead capture forms, landing page management, email nurture workflows, segmentation and scoring capabilities typical of Marketing Automation platforms. The implementation was realized through script based tag deployment on the corporate website, enabling Adobe Marketo to collect behavioral signals and trigger automated campaign flows managed by the marketing operations team.
Operational coverage centered on marketing and demand generation, with governance oriented around lead field mapping, campaign naming conventions, and staged content rollout on site pages. Adobe Marketo was positioned to centralize web driven demand processes, support lead lifecycle orchestration, and provide a consistent data model for marketing activities across Cleversafe.
|
Cleversafe IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2017 | 2017 |
|
IT Decision Makers and Key Stakeholders at Cleversafe
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
President and Chief Executive Officer | CXO | Finance | |
|
|
|
Senior Vice President of Finance and Operations | VP | Finance | |
|
|
|
Senior Vice President of Product Strategy and Customer Solutions | VP | Customer Service | |
|
Apps Being Evaluated by Cleversafe Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Cleversafe IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Cleversafe digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Cleversafe Technographics
Cleversafe is a Communications organization based in United States,
with around 200 employees and annual revenues of $35.0 million.
Cleversafe operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Microsoft 365 and Adobe Marketo,
covering areas like ERP Financial, Collaboration and Marketing Automation.
Cleversafe has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Microsoft and Adobe Systems.
Cleversafe recently adopted applications including
HCL SmartCloud Notes (ex IBM Smartcloud Notes) in 2020, IBM Cloud (formerly IBM Bluemix and IBM SoftLayer) in 2017 and Microsoft 365 in 2015,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Cleversafe’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Cleversafe’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 Cleversafe technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.