Atlanta, 30305, GA,
United States
Cloud Sherpas Technographics
Cloud Sherpas Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cloud Sherpas and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1020 Cloud Sherpas employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Cloud Sherpas has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2012, Zoom for Audio Video and Web Conferencing in 2021, Salesforce Marketing Cloud for Marketing Automation in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Cloud Sherpas is running and its propensity to invest more and deepen its relationship with Oracle , Zoom Video Communications , Salesforce 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 Cloud Sherpas revenues, which have grown to $270.0 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 Cloud Sherpas 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.
Cloud Sherpas Tech Stack and Enterprise Applications
Cloud Sherpas ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2012 | 2012 |
In 2012, Cloud Sherpas implemented Oracle NetSuite ERP to centralize and standardize its finance operations at the company level. The deployment used Oracle NetSuite ERP as a cloud-hosted SaaS financial system aligned with the ERP Financial category, aimed at providing a unified ledger and consolidated financial reporting.
Implementation focused on core ERP Financial modules, including general ledger, accounts receivable, accounts payable, billing and revenue recognition, fixed assets, and project accounting. Oracle NetSuite ERP was configured with automated approval workflows, period close orchestration, multi-currency processing, and role-based accounting controls to support professional services billing and recognition requirements.
The rollout targeted finance and accounting functions and extended to procurement and professional services finance, covering Cloud Sherpas operations in the United States. Operational scope emphasized a single chart of accounts, standardized chart mapping for consolidated reporting, and support for multi-entity financial management consistent with ERP Financial operational terminology.
Governance changes included centralized accounting policy enforcement, role-based access and segregation of duties, and structured change management for accounting and billing processes. Training and staged adoption were used to align finance teams to new month-end close workflows and to instrumented reporting delivered from Oracle NetSuite ERP.
|
Cloud Sherpas Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Cloud Sherpas implemented Zoom for Audio Video and Web Conferencing, deploying Zoom on their public website to provide direct, browser-based access to client meetings and external consultations. Cloud Sherpas Zoom Audio Video and Web Conferencing supports client engagement and remote consulting delivery through website-initiated meeting flows and public meeting links.
Configuration emphasized embedding web conferencing capabilities and standard Audio Video and Web Conferencing features including video meetings, screen sharing, recording, and meeting scheduling to streamline client interactions. Operational coverage centers on external-facing client touchpoints via the corporate site, with governance focused on consolidating conferencing access points and standardizing web-based meeting workflows for practice teams.
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Cloud Sherpas CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Marketing Cloud | Marketing Automation | CRM | n/a | 2013 | 2013 |
In 2013, Cloud Sherpas implemented Salesforce Marketing Cloud to centralize website-driven marketing and digital engagement. The deployment targeted Marketing Automation use cases, embedding Salesforce Marketing Cloud capabilities into the company website to capture behavioral data and manage subscriber interactions.
Configuration emphasized core Marketing Automation workflows, including email campaign orchestration, journey orchestration, segmentation and list management, content management and automated send schedules. The implementation leveraged standard Salesforce Marketing Cloud modules such as Email Studio and automation workflows to support campaign scheduling, personalization tokens and template-based content reuse.
The implementation connected the website to Salesforce Marketing Cloud for form capture and web tracking, enabling triggered journeys based on site behavior and captured leads. Operational ownership sat with marketing and digital demand generation teams, who used the application for campaign execution, lead nurturing and audience segmentation across digital channels.
Governance centered on marketing operations processes, with campaign approval workflows, subscriber consent handling and suppression list management embedded in the application configuration. The narrative reflects a SaaS first Marketing Automation deployment using Salesforce Marketing Cloud, instrumented on the Cloud Sherpas website for digital engagement and campaign automation.
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IT Decision Makers and Key Stakeholders at Cloud Sherpas
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Co-founder and CTO | CXO | Finance | ||||
| Chairman and Chief Executive Officer | CXO | Finance | ||||
| Chief Financial Officer | CXO | Finance |
Apps Being Evaluated by Cloud Sherpas Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||