Lexington, 40503, KY,
United States
Consolo Services Group Technographics
Consolo Services Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Consolo Services Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40 Consolo Services Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Consolo Services Group has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2015, Hubspot CRM for CRM in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Consolo Services Group 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 Consolo Services Group revenues, which have grown to $4.0 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 Consolo Services Group 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.
Consolo Services Group Tech Stack and Enterprise Applications
Consolo Services Group 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, Consolo Services Group deployed Intuit Quickbooks Enterprise as its core accounting platform, classified under ERP Financial. The 40-employee, US-based healthcare services firm implemented Intuit Quickbooks Enterprise to consolidate bookkeeping and operational finance functions, leveraging internal experience with accounting software such as QuickBooks, NetSuite, and Intacct. Deployment was scoped to a single corporate office with multi-user access provisioned for finance, operations, and HR administrators. The initial rollout prioritized centralizing the chart of accounts, standardized account mappings, and foundational financial reporting structures.
Configuration centered on general ledger, accounts payable, accounts receivable, billing, payroll interfacing, and cash management modules consistent with ERP Financial capabilities. The implementation used a multi-user architecture with a centralized data file hosted on an internal server or hosted instance and desktop client access for accounting staff and managers, with role based access controls and invoice approval workflows. Project activities included configuring tax setups, customer billing workflows aligned to healthcare service revenue, month end close procedures, and audit trail logging. Operational governance emphasized user permissions, periodic reconciliations, and documented standard operating procedures for financial recordkeeping.
|
Consolo Services Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Consolo Services Group implemented Microsoft 365. The Microsoft 365 implementation is referenced on the company's public website and serves as the core Collaboration platform for internal communications, email, and document management. The deployment aligns with the Collaboration category and supports small enterprise workflows for a 40 person healthcare services firm.
Configuration centers on a cloud SaaS tenant model leveraging Microsoft 365 capabilities such as Exchange Online for mail, SharePoint Online for shared document libraries, Microsoft Teams for synchronous collaboration, and OneDrive for user file storage, reflecting typical Collaboration functional modules. Administration and governance are concentrated in centralized tenant administration with role based user provisioning, access controls, and content sharing policies to support administrative and operational business functions. The implementation emphasizes consolidated user identity, document workflows, and team communication patterns consistent with Collaboration platform usage in a small healthcare services organization.
|
Consolo Services Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2016 | 2016 |
In 2016, Consolo Services Group implemented Hubspot CRM. The cloud SaaS deployment embedded Hubspot CRM tracking and lead capture directly on the Consolo public website, using HubSpot forms and on-site analytics to route inbound inquiries into the central contact database. The implementation centralized contact records, company profiles, and engagement history to support sales and marketing workflows within the CRM.
Configuration focused on standard CRM functional modules such as contact and company management, deal pipeline stages, activity logging, and templated email engagement, scaled for a 40 person healthcare services firm. Operational coverage included sales and marketing teams in the United States, with automated web lead capture, lead assignment rules, and pipeline progression workflows tied to website interactions. Governance concentrated on a single source of truth for customer data and defined sales to marketing handoff processes to maintain consistent data capture and routing.
|
|
|
|
|
Marketing Automation | CRM |
|
2016 | 2016 |
|
|
|
|
|
Marketing Automation | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Automation | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Automation | CRM |
|
2019 | 2019 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2011 | 2011 |
|
Consolo Services Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2021 | 2021 |
|
Consolo Services Group IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2013 | 2013 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
|
IT Decision Makers and Key Stakeholders at Consolo Services Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| Chief Revenue Officer | CXO | Finance | ||||
| CTO | CXO | Finance | ||||
| COO | CXO | Finance |
Apps Being Evaluated by Consolo Services Group Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||