Coleman Insights
909 Aviation Parkway Suite 400,
Morrisville, 27560, NC,
United States
Morrisville, 27560, NC,
United States
1 919-571-0000
Professional Services
Coleman Insights Technographics
Coleman Insights Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Coleman Insights and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Coleman Insights employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Coleman Insights has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2009, Microsoft 365 for Collaboration in 2015, Crazy Egg for Marketing Analytics in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Coleman Insights is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Crazy Egg 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 Coleman Insights revenues, which have grown to $3.0 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 Coleman Insights 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.
Coleman Insights Tech Stack and Enterprise Applications
Coleman Insights ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2009 | 2009 |
In 2009 Coleman Insights implemented Oracle NetSuite ERP as its ERP Financial solution to centralize finance and accounting for the firm, aligning the application to its United States professional services operations. The deployment used Oracle NetSuite ERP as a cloud based SaaS platform, positioning core financial control and reporting on a single vendor application for a 30 person organization.
Configuration centered on ERP Financial functional modules typical for professional services, including general ledger, accounts payable, accounts receivable, billing and revenue recognition workflows, fixed asset tracking, cash management, and financial reporting. Implementation work emphasized a consolidated chart of accounts and structured invoice and billing processes to support recurring and project based revenue streams common to services firms.
Governance and operational rollout focused on centralizing month end close procedures and establishing role based access controls and audit trail capabilities within Oracle NetSuite ERP. The program targeted finance and operations teams for operational ownership, with staged module activation and process standardization to create repeatable period close and compliance workflows across the company.
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Coleman Insights Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Coleman Insights implemented Microsoft 365 as its Collaboration platform. The deployment was positioned to support the boutique professional services firm’s internal communication and document workflows, with Microsoft 365 explicitly referenced on the company website.
Microsoft 365 was configured to deliver core Collaboration capabilities, including cloud email and calendaring, team chat and meetings, and centralized document libraries and file sync. The implementation emphasizes SharePoint Online and OneDrive for document management and Exchange Online for organizational mail, with Microsoft Teams used for real-time collaboration and meeting orchestration.
Operationally the Microsoft 365 rollout covered the full employee base of the 30-person firm, enabling client-facing delivery, internal research collaboration, and marketing coordination through unified collaboration tooling. The company publicly lists Microsoft 365 on its website which indicates the platform is part of its external technology footprint and employee productivity stack.
Governance was established through the Microsoft 365 administration surface, applying standard controls for identity, access provisioning, mailbox and document sharing policies, and retention settings. Day-to-day workflow adjustments centered on centralized account management and policy enforcement to align Collaboration usage with professional services workflows.
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Coleman Insights CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Crazy Egg | Legacy | Crazy Egg | Marketing Analytics | CRM | n/a | 2019 | 2019 |
In 2019, Coleman Insights implemented Crazy Egg on their website. The implementation positions Crazy Egg as a Marketing Analytics application that instruments visitor interactions to inform site content and engagement strategy. Coleman Insights uses Crazy Egg across its public website and digital content pages.
The deployment leverages client-side page instrumentation to capture heatmaps, click maps, scroll maps, and session recordings, enabling behavioral analysis consistent with Marketing Analytics platforms. Collected data is applied to marketing and digital strategy workflows within the firm, supporting editorial decisions and iterative site optimization cycles. No named integrations are documented, and governance appears to be marketing-led analysis and content optimization driven by web behavior insights.
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Marketing Analytics, Lead Generation | CRM |
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2019 | 2019 |
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Marketing Analytics, Marketing Automation | CRM |
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2013 | 2013 |
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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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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Coleman Insights 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Coleman Insights CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Endpoint Detection and Response (EDR) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Coleman Insights
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Apps Being Evaluated by Coleman Insights Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Coleman Insights IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Coleman Insights digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Coleman Insights Technographics
Coleman Insights is a Professional Services organization based in United States,
with around 30 employees and annual revenues of $3.0 million.
Coleman Insights operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Microsoft 365 and Crazy Egg,
covering areas like ERP Financial, Collaboration and Marketing Analytics.
Coleman Insights has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Microsoft and Crazy Egg.
Coleman Insights recently adopted applications including
Salesforce Sales Cloud in 2021, Google Cloud Platform (GCP) in 2021 and StackPath CDN in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Coleman Insights’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Coleman Insights’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 Coleman Insights technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.