Forbes Consulting Group
24 Hartwell Ave.,
Lexington, 2421, MA,
United States
Lexington, 2421, MA,
United States
1 781-862-4132
Professional Services
Forbes Consulting Group Technographics
Forbes Consulting Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Forbes Consulting Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Forbes Consulting Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Forbes Consulting Group has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Microsoft 365 for Collaboration in 2015, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Forbes Consulting Group is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Salesforce 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 Forbes Consulting Group revenues, which have grown to $5.0 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 Forbes Consulting 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.
Forbes Consulting Group Tech Stack and Enterprise Applications
Forbes Consulting Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, Forbes Consulting Group implemented Intuit Quickbooks Enterprise as its ERP Financial platform. The deployment centralized core accounting and billing for the 50-employee professional services firm, configuring Intuit Quickbooks Enterprise to support general ledger, accounts receivable, accounts payable, invoicing, and consolidated financial reporting aligned to project billing cycles.
Operational coverage focused on corporate finance and operations within the United States, with a single-site, centralized configuration and role-based access controls sized for a small company. Governance and process changes included chart of accounts standardization and transaction flow automation, and the job posting for related roles explicitly listed candidate requirements working Experience with Quickbooks/Pastel, which informed staffing and user competency planning. Integrations were not specified in source materials, so the implementation narrative centers on in-application configuration, ERP Financial controls, and audit trail instrumentation provided by Intuit Quickbooks Enterprise.
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Forbes Consulting 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, Forbes Consulting Group deployed Microsoft 365 to provide firmwide Collaboration capabilities for its 50-person professional services organization in the United States. The Microsoft 365 deployment is cloud-hosted and is surfaced on the company website, with core productivity and collaboration services provisioned to support day to day client work and internal coordination. Forbes Consulting Group Microsoft 365 Collaboration supports internal collaboration and document management across consulting delivery, client engagement, and back office functions.
The implementation emphasized standard Collaboration functionality such as cloud document storage, real time coauthoring, shared calendars, and consolidated email and presence tools, configured at a level appropriate for a small professional services firm. Administrative governance focused on centralized user provisioning and access controls, with role based access applied to protect client documents and to align with practice area responsibilities. The public website integrates with Microsoft 365 assets and contact flows, indicating operational linkage between external client touchpoints and the firmwide Collaboration environment.
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Forbes Consulting Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2021 | 2021 |
In 2021 Forbes Consulting Group implemented Salesforce Sales Cloud as its primary sales platform, aligning deployment to a Sales Automation,CRM,Sales Engagement use case for a 50 person professional services firm. The implementation is positioned on the company website to capture and route incoming demand into the CRM and sales engagement workflows.
Salesforce Sales Cloud was configured to provide standard Sales Cloud capabilities, including lead capture and qualification, opportunity management, contact and account records, activity tracking, sales pipeline views, and executive dashboards. The configuration emphasized sales engagement features such as templated outreach and task orchestration to support a compact sales team while preserving consulting account context for client delivery staff.
Operationally the deployment integrates website lead intake directly into Salesforce Sales Cloud, using embedded forms and automated lead assignment to ensure web inquiries are created as CRM records and routed to assigned sellers. The rollout covers the front office sales and client delivery functions, creating a single source for pipeline and contact data and enabling consistent qualification and handoff workflows across the firm.
Governance was established around a centralized CRM admin role, user provisioning, role based access to opportunity and account data, and defined sales qualification steps to standardize follow up. Training and documented workflows focus on pipeline discipline and consistent use of the Salesforce Sales Cloud sales engagement and reporting capabilities, supporting ongoing operational control in a small professional services environment.
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Forbes Consulting 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Forbes Consulting Group 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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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Forbes Consulting Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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President | CXO | Finance | |
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IT Director | Director | IT | |
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Vice President of Operations | VP | Operations | |
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Corporate Controller | Director | Finance | |
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Apps Being Evaluated by Forbes Consulting Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Forbes Consulting Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Forbes Consulting Group 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 Forbes Consulting Group Technographics
Forbes Consulting Group is a Professional Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
Forbes Consulting Group operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Salesforce Sales Cloud,
covering areas like ERP Financial, Collaboration and Sales Automation, CRM, Sales Engagement.
Forbes Consulting Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Salesforce.
Forbes Consulting Group recently adopted applications including
Salesforce Sales Cloud in 2021, Amazon EC2 in 2018 and Amazon CloudFront in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Forbes Consulting Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Forbes Consulting 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 Forbes Consulting Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.