Corte Madera, 94925, CA,
United States
Equilibrium Technographics
Equilibrium Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Equilibrium and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Equilibrium employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Equilibrium has purchased the following applications: Zendesk Chat for Chatbots and Conversational AI in 2017, Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, Oracle NetSuite CRM for CRM in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Equilibrium is running and its propensity to invest more and deepen its relationship with Zendesk , Cisco Systems , Oracle 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 Equilibrium 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 Equilibrium 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.
Equilibrium Tech Stack and Enterprise Applications
Equilibrium AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2017 | 2017 |
In 2017, Equilibrium implemented Zendesk Chat on its public website to enable real time customer engagement. Equilibrium is a United States professional services firm with 20 employees, and the deployment targets client facing inquiries and basic conversational engagement. Zendesk Chat, categorized as Chatbots and Conversational AI, was embedded as the primary web chat interface for visitors on https://www.equilibrium.com/.
Configuration focused on the web chat widget, routing of chat requests to on staff agents, capture of chat transcripts, and standard conversational workflows typical for Chatbots and Conversational AI deployments. Operational coverage is limited to the firm’s client facing team and the corporate website, reflecting a small business scale implementation. Governance emphasized operational ownership by client services with processes to triage incoming chats into existing internal workflows and follow up procedures.
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Equilibrium Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Equilibrium implemented Cisco Webex Meetings as its primary Audio Video and Web Conferencing application. Equilibrium is a 20 employee professional services firm in the United States and the Cisco Webex Meetings deployment is exposed on their public website to provide browser-based access for client sessions and remote consultations.
The implementation centers on standard Cisco Webex Meetings capabilities, including audio and video conferencing, screen sharing, meeting scheduling, recording, and host participant controls, aligned to client-facing engagement and internal collaboration workflows. The deployment leverages Webex Meetings cloud-hosted meeting services with web-embedded access and browser join flows, and governance is implemented through meeting access controls, role-based host privileges, and scheduled meeting workflows to support consulting delivery and client communications.
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Equilibrium CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite CRM | CRM | CRM | n/a | 2012 | 2012 |
In 2012, Equilibrium implemented Oracle NetSuite CRM to centralize sales, client engagement, and opportunity management for its 20 person professional services firm. The deployment used Oracle NetSuite CRM as a cloud SaaS CRM provisioned for front office operations, with configurations to model contacts, accounts, and projects typical of a professional services workflow. Role based access and tenant level administrative controls were configured to align visibility and security with small company needs.
Functional configuration focused on contact management, opportunity and pipeline management, activity tracking, sales forecasting, and case tracking consistent with CRM best practices. The implementation introduced workflow automation for lead to project handoff, standardized opportunity stages and activity cadence, and administrative controls for user roles and data visibility. Governance covered user permissioning, basic change control for form and field changes, and a phased rollout across sales, account management, and delivery teams to align the application with business processes.
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Customer Support | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Equilibrium 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Equilibrium CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Equilibrium
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Founder and VP Sales - Major Accounts | CXO | Sales | ||||
| Director of Operations | Director | Finance | ||||
| Administrator of IT | Manager | IT |
Apps Being Evaluated by Equilibrium Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||