New York, 10152-2600, NY,
United States
Davies & Associates Technographics
Davies & Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Davies & Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2 Davies & Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Davies & Associates has purchased the following applications: Freshdesk Messaging (Formerly Freshchat) for Chatbots and Conversational AI in 2019, Microsoft 365 for Collaboration in 2015, CallRail Call Tracking for Call Tracking and Recording in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Davies & Associates is running and its propensity to invest more and deepen its relationship with Freshworks , Microsoft , Google 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 Davies & Associates revenues, which have grown to $1.0 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 Davies & Associates 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.
Davies & Associates Tech Stack and Enterprise Applications
Davies & Associates AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Freshworks | Legacy | Freshdesk Messaging (Formerly Freshchat) | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Davies & Associates implemented Freshdesk Messaging (Formerly Freshchat) on their corporate website. The deployment uses the Freshdesk Messaging web embedded chat widget and a cloud hosted conversational layer consistent with Chatbots and Conversational AI platforms, enabling real time messaging and asynchronous conversations with site visitors. Freshdesk Messaging (Formerly Freshchat) is configured to present an on page chat interface for client intake and initial case inquiries.
Given the firm has two employees, administration and message handling is managed directly through the Freshdesk Messaging console, with configuration focused on automated greeting flows, canned replies, and routing to staff inboxes to support immigration advisory client engagement. The implementation impacts client intake and frontline customer engagement functions, and is limited in scope to the website channel without named systems integrations.
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Davies & Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Davies & Associates implemented Microsoft 365 as their Collaboration platform. The two person professional services firm uses Microsoft 365 to provide cloud hosted email, calendaring, document storage and web facing content integration on their public site https://www.usimmigrationadvisor.com/. Microsoft 365 centralizes client correspondence, document drafting and internal coordination for the firm, aligning Collaboration capabilities with day to day operations.
The deployment reflects a small scale tenant configuration of Microsoft 365 using Exchange Online for email, SharePoint and OneDrive for document management, and Microsoft Teams for messaging and meeting workflows, consistent with standard Collaboration implementations. Administration is consolidated under a single tenant administrator with lightweight governance focused on account provisioning, access controls and document permissions, and the application is surfaced on the website to support contact and customer facing information.
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Collaboration | Collaboration |
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2016 | 2016 |
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Davies & Associates CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CallRail | Legacy | CallRail Call Tracking | Call Tracking and Recording | CRM | n/a | 2022 | 2022 |
In 2022, Davies & Associates implemented CallRail Call Tracking. The deployment uses CallRail Call Tracking and aligns with the Call Tracking and Recording category to instrument the firm website in the United States for inbound call attribution and lead capture.
The CallRail Call Tracking deployment focused on embedding tracking scripts and configuring dynamic number insertion and call event capture, leveraging standard Call Tracking and Recording capabilities such as call session attribution and call level analytics. Operational coverage is limited to the company website and the firm’s client intake and marketing functions, with tracking data surfaced in the CallRail dashboard for routing and review. Governance emphasized a lightweight process for managing tracking numbers and consent settings, with centralized administration by firm staff given the small organizational size.
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CRM, Sales Engagement | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Tag Management | CRM |
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2021 | 2021 |
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Davies & Associates 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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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Davies & Associates
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Apps Being Evaluated by Davies & Associates Executives
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