First Rate
1903 Ascension Bvd.,
Arlington, 76006, TX,
United States
Arlington, 76006, TX,
United States
1 888-393-7283
Professional Services
First Rate Technographics
First Rate Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by First Rate and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 180 First Rate employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that First Rate has purchased the following applications: Microsoft 365 for Collaboration in 2015, Salesforce Pardot for Marketing Automation in 2016, Pathwire Mailgun for Transactional Email in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems First Rate is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Sinch 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 First Rate revenues, which have grown to $32.0 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 First Rate 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.
First Rate Tech Stack and Enterprise Applications
First Rate Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, First Rate implemented Microsoft 365 as its Collaboration platform. The Microsoft 365 deployment delivers core collaboration capabilities consistent with the Collaboration category, including Office productivity applications, Exchange-based email, SharePoint document management, and Microsoft Teams for real-time collaboration and conferencing.
The deployment is implemented as a cloud-hosted Microsoft 365 tenancy supporting organization-wide productivity and client delivery workflows for the professional services firm. Public site indicators show Microsoft 365 is in use on their website, and governance appears aligned to standard Microsoft 365 tenancy models with centralized user provisioning, policy controls, and role-based access to collaboration resources. The implementation targets collaboration across client-facing delivery, internal project teams, and back-office communications, reflecting a consolidated collaboration architecture for a mid-market professional services company.
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First Rate CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2016 | 2016 |
In 2016, First Rate deployed Salesforce Pardot to manage marketing automation activities on their public website. First Rate implemented Salesforce Pardot under the Marketing Automation category to standardize lead capture and nurture workflows for its professional services business.
The Salesforce Pardot deployment was configured for web form and landing page tracking, email marketing automation, contact segmentation, behavior‑based engagement programs, and lead scoring workflows. Configuration emphasized campaign tracking and automated nurture sequences consistent with Marketing Automation operational patterns.
Operational ownership is centered in the marketing organization, with workflows designed to capture website leads and feed prospect engagement pipelines that support marketing and sales functions. Governance concentrated on campaign orchestration, segmentation rules and automation rule maintenance to keep digital lead flows aligned with commercial processes.
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Sales Automation, CRM, Sales Engagement | CRM |
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2020 | 2020 |
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First Rate PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sinch | Legacy | Pathwire Mailgun | Transactional Email | PaaS | n/a | 2015 | 2015 |
In 2015, First Rate implemented Pathwire Mailgun to manage its Transactional Email flows on its public website. The deployment positioned Pathwire Mailgun as the primary transactional channel for automated site-driven messages such as account notifications, password resets, and payment confirmations.
Configuration centered on standard Transactional Email capabilities, including SMTP relay and API-based sending, templating for variable content, and event-level tracking for delivered, opened, and bounced messages. The implementation included domain authentication best practices such as SPF and DKIM, and suppression list management to handle bounces and unsubscribe events.
Operational ownership was aligned to customer-facing and operations teams responsible for message design, sending policies, and monitoring of delivery telemetry. Governance emphasized domain and sending policy controls, retention of event logs, and staged rollouts for new templates and flows. The Pathwire Mailgun implementation was scoped to the website and managed as a site-level sending service.
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First Rate 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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2015 | 2015 |
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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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2019 | 2019 |
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First Rate 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at First Rate
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by First Rate Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from First Rate IT executives and key decision makers. This section highlights First Rate's latest recorded technology evaluations, including ERI OLYMPIC Banking System for Core Banking on 2026-01-30 and Digital River Global Commerce for eCommerce on 2024-12-06. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the First Rate digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-01-30 | First Rate | Evaluated | ERI | ERI OLYMPIC Banking System | Core Banking | ERP Services and Operations |
| 2024-12-06 | First Rate | Evaluated | Digital River | Digital River Global Commerce | eCommerce | eCommerce |
FAQ - APPS RUN THE WORLD First Rate Technographics
First Rate is a Professional Services organization based in United States,
with around 180 employees and annual revenues of $32.0 million.
First Rate operates a diverse technology stack with applications such as
Microsoft 365, Salesforce Pardot and Pathwire Mailgun,
covering areas like Collaboration, Marketing Automation and Transactional Email.
First Rate has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Salesforce and Sinch.
First Rate recently adopted applications including
Salesforce Sales Cloud in 2020, Amazon EC2 in 2019 and Cloudflare CDN in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of First Rate’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates First Rate’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 First Rate technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.