Estes Group
1635 Foxtrail Dr #336,
Loveland, 80538, CO,
United States
Loveland, 80538, CO,
United States
1 888-300-2340
Professional Services
Estes Group Technographics
Estes Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Estes Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 Estes Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Estes Group has purchased the following applications: Ruby Live Chat for Chatbots and Conversational AI in 2015, Microsoft 365 for Collaboration in 2015, Zoominfo Platform for Account Based Marketing 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 Estes Group is running and its propensity to invest more and deepen its relationship with Ruby , Microsoft , Zoominfo 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 Estes Group revenues, which have grown to $3.0 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 Estes 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.
Estes Group Tech Stack and Enterprise Applications
Estes Group AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ruby | Legacy | Ruby Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2015 | 2015 |
In 2015, Estes Group implemented Ruby Live Chat on their public website. The Ruby Live Chat deployment embeds a web chat widget to provide real time conversational engagement for prospective clients and inbound inquiries. This implementation applies Chatbots and Conversational AI to client facing interactions for a 25 person professional services firm based in the United States, supporting customer service and lead capture workflows.
Configuration centers on live agent session handling, chat transcript capture, and contact capture capabilities that are typical within Chatbots and Conversational AI deployments. Operational coverage is web channel focused and directed at client services and business development teams, with governance implied through chat handling procedures and transcript retention to support follow up and handoff to internal teams.
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Estes 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 Estes Group implemented Microsoft 365 to establish a standardized Collaboration platform across its professional services operations, and their public website indicates active use of Microsoft 365. The deployment was positioned as a company wide tenant supporting core office productivity and client delivery workflows for a 25 person firm in the United States.
The Microsoft 365 implementation emphasized standard Collaboration capabilities, including Exchange Online for corporate email and calendaring, SharePoint Online for centralized document libraries and intranet content, Microsoft Teams for real time chat and meetings, and OneDrive for personal file sync. Configuration work aligned with small business patterns, using a single Microsoft 365 tenant, role based administration, site collections and Teams channels to segment project work and client deliverables.
Operational coverage focused on professional services functions such as project teams, delivery coordination, and back office administration, with identity and access managed through the Microsoft 365 identity stack. Governance practices described align with tenant level administration, mailbox and site access controls, and external sharing policy management, supporting secure collaboration and managed content access across the organization.
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Estes Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | Zoominfo Platform | Account Based Marketing | CRM | n/a | 2022 | 2022 |
In 2022, Estes Group deployed Zoominfo Platform for Account Based Marketing on their public website. The deployment positioned Zoominfo Platform as the primary source for firmographic identification and contact discovery to support ABM driven outreach and demand generation activities.
Configuration centered on website-level instrumentation and the platform's data enrichment and audience segmentation capabilities. The implementation used contact and company enrichment tied to inbound inquiry flows, list building for targeted outreach, and intent signal capture configured to flag engaged accounts. Zoominfo Platform was provisioned to populate marketing qualification fields and to support account scoring and persona filters used by the small marketing team.
Operational coverage focused on marketing and sales coordination within Estes Group, integrating the website as the primary touchpoint and routing enriched leads into existing marketing workflows. Governance emphasized web tag management, consent capture for data processing, and regular data hygiene review cycles to maintain contact accuracy. Rollout was scoped to the company's website and core go to market processes, enabling ongoing refinement of targeting and qualification rules by marketing leaders.
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Estes Group ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2017 | 2017 |
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Estes Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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Estes Group 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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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 Estes Group
| First Name | Last Name | Title | Function | Department | Phone | |
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Business Consultant, Process Improvement Expert, Information Technology Executive, CEO | Manager | Operations | |
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Director Enterprise Solutions | Director | Finance | |
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Vice President, Sales & Marketing | VP | Marketing | |
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Apps Being Evaluated by Estes Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Estes Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Estes Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Estes Group Technographics
Estes Group is a Professional Services organization based in United States,
with around 25 employees and annual revenues of $3.0 million.
Estes Group operates a diverse technology stack with applications such as
Ruby Live Chat, Microsoft 365 and Zoominfo Platform,
covering areas like Chatbots and Conversational AI, Collaboration and Account Based Marketing.
Estes Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Ruby, Microsoft and Zoominfo.
Estes Group recently adopted applications including
Zoominfo Platform in 2022, Amazon CloudFront in 2022 and Amazon EC2 in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Estes Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Estes Group’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 Estes Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.