Gerson Institute
1572 Second Avenue,
San Diego, 92101, CA,
United States
San Diego, 92101, CA,
United States
1 619-685-5353
Consumer Packaged Goods
Gerson Institute Technographics
Gerson Institute Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Gerson Institute and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Gerson Institute employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Gerson Institute has purchased the following applications: PayPal Enterprise for Payment Processing in 2020, Microsoft 365 for Collaboration in 2017, Oracle NetSuite CRM for CRM in 2005 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Gerson Institute is running and its propensity to invest more and deepen its relationship with PayPal , Microsoft , 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 Gerson Institute 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 Gerson Institute 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.
Gerson Institute Tech Stack and Enterprise Applications
Gerson Institute ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| PayPal | Legacy | PayPal Enterprise | Payment Processing | ERP | n/a | 2020 | 2020 |
In 2020, Gerson Institute implemented PayPal Enterprise for Payment Processing on its public website. PayPal Enterprise was configured as the primary online payments engine to handle the organization’s customer-facing checkout flows and electronic transaction capture.
The deployment of PayPal Enterprise included standard Payment Processing capabilities such as hosted checkout integration, card and PayPal wallet acceptance, tokenization for card on file, transaction settlement and refund handling, and payment reporting for finance teams. The implementation emphasized server-side payment notification and reconciliation workflows to ensure reliable transaction state and bookkeeping.
Operational coverage centered on the e-commerce channel and the finance function, with the Gerson Institute using PayPal Enterprise to consolidate online payment capture and merchant account operations. Governance focused on payment reconciliation procedures and controls consistent with online payments, and the technical integration was executed directly on the Gerson Institute website to link web checkout flows to the PayPal Enterprise processing layer.
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Gerson Institute Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Gerson Institute implemented Microsoft 365 to establish a unified Collaboration platform for its 30 person organization. The deployment is referenced on the Gerson Institute website and is positioned to support internal communications, document management, and public website content workflows using Microsoft 365.
The Microsoft 365 configuration includes category-aligned modules typical for Collaboration deployments, such as Exchange Online email and calendaring, SharePoint Online intranet and document libraries, OneDrive file synchronization, Teams for real time communication, and Office desktop and web applications for content authoring. Tenant level administration, user licensing aligned to a small organizational footprint, and identity based access controls are central to the implementation architecture.
Operational coverage is organization wide, supporting administrative and program functions through shared document stores, team channels, and integrated email. Microsoft 365 is used to coordinate content updates on the public website while enabling staff collaboration across remote and on site work.
Governance is implemented through centralized administration and standard Collaboration workflows for document lifecycle and access provisioning, using Microsoft 365 administrative and security controls to manage accounts and permissions.
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Gerson Institute CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite CRM | CRM | CRM | n/a | 2005 | 2005 |
In 2005, Gerson Institute implemented Oracle NetSuite CRM to centralize customer-facing processes and provide a single source of truth for sales and outreach. The deployment used Oracle NetSuite CRM as the primary CRM platform for a 30-person Consumer Packaged Goods organization, aligning contact and account management with basic analytics and activity tracking to support small team operations.
Configuration emphasized standard CRM capabilities, including contact and account records, lead and opportunity tracking, sales pipeline management, activity logging, case tracking, and prebuilt reporting and dashboards. The rollout targeted sales, marketing, and customer service workflows, with an internal administrator responsible for configuration, user provisioning, and basic workflow automation for lead routing and follow-up, keeping operational complexity proportionate to the organization size.
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Donor and Fundraising Management | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Gerson Institute PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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Gerson Institute 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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Gerson Institute
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Executive Director | Director | Finance | |
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Director Professional Services | Director | Finance | |
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Director of Education | Director | Finance | |
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Apps Being Evaluated by Gerson Institute Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Gerson Institute IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Gerson Institute 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 Gerson Institute Technographics
Gerson Institute is a Consumer Packaged Goods organization based in United States,
with around 30 employees and annual revenues of $3.0 million.
Gerson Institute operates a diverse technology stack with applications such as
PayPal Enterprise, Microsoft 365 and Oracle NetSuite CRM,
covering areas like Payment Processing, Collaboration and CRM.
Gerson Institute has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as PayPal, Microsoft and Oracle.
Gerson Institute recently adopted applications including
Classy in 2021, Intuit Mailchimp in 2021 and PayPal Enterprise in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Gerson Institute’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Gerson Institute’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 Gerson Institute technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.