AI Buyer Insights:

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

DFY CRM Tech Stack and Enterprise Applications

DFY CRM ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Visa Legacy Visa Authorize.Net Payment Processing ERP n/a 2023 2023
DFY CRM Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2023 2023
Collaboration Collaboration 2023 2023
Collaboration Collaboration 2023 2023
DFY CRM CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DFY CRM Legacy DFY CRM CRM CRM n/a 2023 2023
In 2023, DFY CRM implemented DFY CRM as its customer relationship management platform and instrumented the application on the company website to capture inbound leads. DFY CRM implemented DFY CRM to centralize CRM activities supporting sales, marketing, and client onboarding for the ten person professional services firm. The deployment is a vendor-hosted CRM configuration that routes website contact activity into contact records, pipeline stages, and activity tracking, and it leverages common CRM functional modules such as contact management, opportunity management, task and activity logging, email outreach automation, and reporting. Operational scope covers sales and client delivery functions across the organization, with configuration and ongoing administration handled internally to fit a small company governance model. Workflows were adjusted to funnel website captured leads into pipeline stages and assign follow up tasks, while dashboards provide pipeline visibility for sales and operations.
Marketing Automation CRM 2022 2022
Marketing Automation CRM 2022 2022
DFY CRM IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2022 2022

IT Decision Makers and Key Stakeholders at DFY CRM

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by DFY CRM Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from DFY CRM IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the DFY CRM digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD DFY CRM Technographics
DFY CRM is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
DFY CRM operates a diverse technology stack with applications such as Visa Authorize.Net, Microsoft 365 and DFY CRM, covering areas like Payment Processing, Collaboration and CRM.
DFY CRM has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Visa, Microsoft and DFY CRM.
DFY CRM recently adopted applications including Visa Authorize.Net in 2023, Microsoft 365 in 2023 and Slack Connect in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of DFY CRM’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates DFY CRM’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 DFY CRM technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.