Saint Charles, 63301, MO,
United States
Client Services Incorporated Technographics
Client Services Incorporated Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Client Services Incorporated and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Client Services Incorporated employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Client Services Incorporated has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Salesforce Marketing Cloud for Marketing Automation in 2020, GoDaddy for Application Hosting and Computing Services 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 Client Services Incorporated is running and its propensity to invest more and deepen its relationship with Intuit , Salesforce , GoDaddy 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 Client Services Incorporated revenues, which have grown to $80.0 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 Client Services Incorporated 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.
Client Services Incorporated Tech Stack and Enterprise Applications
Client Services Incorporated ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Client Services Incorporated implemented Intuit QuickBooks Enterprise as its ERP Financial application. Deployment targeted finance and accounting functions across its United States operations and was configured to centralize the general ledger, accounts payable, accounts receivable, and financial reporting workflows. The implementation was sized for a 400 employee banking and financial services firm and prioritized a standardized chart of accounts and period close orchestration.
Configuration emphasized core ERP Financial capabilities, including GL structures, account reconciliation, revenue and receivables management, payables processing, transaction-level audit trails, and statutory reporting templates. Intuit QuickBooks Enterprise was configured with role based access controls, batch posting workflows, and administrative company file management to support multiuser concurrency and month end close processes. Functional terminology and workflows were aligned to accounting and finance best practices to ensure coherent bookkeeping, audit readiness, and controlled financial reporting.
Operational coverage included accounting, billing, and treasury adjacent teams, with hiring preferences indicating familiarity with accounting systems and prior exposure to Microsoft Dynamics SL Solomon and QuickBooks to accelerate administration and knowledge transfer. Governance centered on finance led ownership, standardized accounting procedures, and user training to align processes with the Intuit QuickBooks Enterprise configuration and maintain transactional control and compliance.
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Client Services Incorporated CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Marketing Cloud | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, Client Services Incorporated deployed Salesforce Marketing Cloud to operationalize website-driven customer engagement and campaign orchestration. The implementation leveraged core Salesforce Marketing Cloud capabilities including Email Studio for campaign execution, Journey Builder for behavioral and lifecycle orchestration, Content Builder for web and email personalization, and Automation Studio for scheduled and event-driven sends, supporting marketing and client communications use cases under the Marketing Automation category.
Salesforce Marketing Cloud was integrated with the company website to capture on-site signals and trigger targeted messages and automated journeys, and the platform was provisioned for use by marketing and client services teams. Governance focused on contact and consent management, segmentation rules, and campaign approval workflows to control audience targeting and message delivery within the Salesforce Marketing Cloud environment.
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Client Services Incorporated IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy | Application Hosting and Computing Services | IaaS | n/a | 2018 | 2018 |
In 2018, Client Services Incorporated deployed GoDaddy as its Application Hosting and Computing Services to host and operate its public website www.clientservices.com. The deployment centralized domain registration and public site hosting under the GoDaddy account to support corporate marketing and customer access.
Configuration focused on standard hosting capabilities within GoDaddy, including DNS and domain management, web server provisioning, and SSL certificate management, while web content remained served from the hosted environment. GoDaddy was used to provision site hosting, control panel access and operational management for content publishing and uptime monitoring.
Operational governance centered on account and DNS administration, certificate renewal workflows, and role based access for site maintainers, aligning site operations with corporate IT and marketing processes in the United States. Integrations were scoped to the public website and associated domain and hosting services, with responsibilities limited to corporate web presence and customer facing digital touchpoints.
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IT Decision Makers and Key Stakeholders at Client Services Incorporated
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CIO | CXO | Finance | |
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CEO | CXO | Finance | |
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Assistant Vice President of Operations | VP | Operations | |
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Assistant Vice President, Operations | VP | Operations | |
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Apps Being Evaluated by Client Services Incorporated Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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