Equation Technologies
533 2nd Street,
Encinitas, 92024, CA,
United States
Encinitas, 92024, CA,
United States
1 866-436-3530
Professional Services
Equation Technologies Technographics
Equation Technologies Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Equation Technologies and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Equation Technologies employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Equation Technologies has purchased the following applications: Sage Intacct for ERP Financial in 2019, Hubspot Live Chat for Chatbots and Conversational AI in 2018, Google Workspace (Formerly Google G-Suite) for Collaboration 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 Equation Technologies is running and its propensity to invest more and deepen its relationship with Sage , HubSpot , 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 Equation Technologies revenues, which have grown to $2.0 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 Equation Technologies 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.
Equation Technologies Tech Stack and Enterprise Applications
Equation Technologies ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2019 | 2019 |
In 2019 Equation Technologies selected and deployed Sage Intacct as its ERP Financial application, replacing a legacy accounting system. The cloud-based implementation consolidated core finance functions—general ledger, accounts payable, accounts receivable and financial reporting—to standardize and automate company-level accounting and reporting processes. Deployment covers the firm’s primary financial management for the 20-employee professional services organization and is operated as a SaaS platform.
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Equation Technologies AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Equation Technologies deployed Hubspot Live Chat on its public website. The implementation places Hubspot Live Chat as a customer-facing Chatbots and Conversational AI element to capture inbound inquiries for the 20-person professional services firm headquartered in the United States, routing initial contacts to sales and client services staff.
Hubspot Live Chat was configured to present a persistent web chat widget, capture contact details and session transcripts, and surface conversation history for follow up by sales and service teams. Functional capabilities reflect Chatbots and Conversational AI patterns, including canned responses, basic routing rules, and automated contact creation within the HubSpot contact environment to maintain conversational records. Governance for the tool is managed by a small central team that controls chat availability, messaging templates, and response ownership to align conversational workflows with sales and client engagement processes.
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Equation Technologies Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2013 | 2013 |
In 2013, Equation Technologies provisioned Google Workspace (Formerly Google G-Suite) as its Collaboration platform. The small professional services firm deployed Google Workspace across its corporate domain to centralize email, calendar, cloud document editing, and file storage for approximately 20 employees, and surfaces the service on its public website for corporate contact and identity.
The implementation scope included corporate email provisioning, Google Groups and distribution lists, shared drives for project documents, and role-based account administration configured via the Google Admin console. Identity and access management is handled through Google account provisioning with domain verification and DNS routing for mail delivery and service authentication, while governance focuses on centralized administration, account lifecycle controls for hires and exits, shared drive permissioning, and collaborative document ownership workflows. Google Workspace (Formerly Google G-Suite) operates as the primary Collaboration stack for Equation Technologies, supporting internal communications, client-facing document creation, scheduling, and team collaboration across the firm.
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Equation Technologies Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2010 | 2010 |
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Equation Technologies eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2009 | 2009 |
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Equation Technologies CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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CRM | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Equation Technologies 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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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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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Equation Technologies
| First Name | Last Name | Title | Function | Department | Phone | |
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President | CXO | Finance | |
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VP Operations | VP | Operations | |
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Office Manager | Manager | Finance | |
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President | CXO | Operations | |
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Customer Success Strategic Director | Director | Sales | |
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VP Operations | VP | Operations | |
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Delivery Lead/ Senior Project Manager (PMI-ACP) | Manager | Sales | |
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Apps Being Evaluated by Equation Technologies Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Equation Technologies IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Equation Technologies digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Equation Technologies Technographics
Equation Technologies is a Professional Services organization based in United States,
with around 20 employees and annual revenues of $2.0 million.
Equation Technologies operates a diverse technology stack with applications such as
Sage Intacct, Hubspot Live Chat and Google Workspace (Formerly Google G-Suite),
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Equation Technologies has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, HubSpot and Google.
Equation Technologies recently adopted applications including
Zoominfo Platform in 2021, ZoomInfo Chorus in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Equation Technologies’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Equation Technologies’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 Equation Technologies technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.