Guidebook
525 University Avenue Suite 31,
Palo Alto, 94301, CA,
United States
Palo Alto, 94301, CA,
United States
1 650-319-7233
Professional Services
Guidebook Technographics
Guidebook Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Guidebook and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Guidebook employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Guidebook has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, TeamSupport SnapEngage for Chatbots and Conversational AI in 2018, Google Workspace (Formerly Google G-Suite) for Collaboration 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 Guidebook is running and its propensity to invest more and deepen its relationship with Intuit , TeamSupport , Drift 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 Guidebook revenues, which have grown to $10.0 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 Guidebook 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.
Guidebook Tech Stack and Enterprise Applications
Guidebook 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, Guidebook deployed Intuit Quickbooks Enterprise as its ERP Financial application to centralize finance and accounting functions. The implementation targeted core financial operations for the United States professional services firm of roughly 100 employees, consolidating transactional accounting, payroll, and reporting into a single application. Intuit Quickbooks Enterprise was positioned as the system for revenue, expense, and payroll accounting supporting the companys finance and accounting business function.
Configuration work emphasized core ERP Financial modules including general ledger, accounts payable, accounts receivable, payroll processing, job costing for project based billing, and consolidated financial reporting. Key configuration elements included chart of accounts design, multi user security and role based access controls, period close workflows, and automation of bank and transaction imports to support recurring reconciliation activities. Implementation choices reflected typical ERP Financial practices for a mid market professional services organization.
Guidebook personnel had prior experience with Zuora, QuickBooks Online, and Salesforce, which informed data mapping and billing configuration considerations during deployment. Governance centered on finance owned month end close procedures, documented account mappings, and role based user training for finance and operations to establish operational controls and sustain ongoing bookkeeping and reporting.
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Guidebook AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| TeamSupport | Legacy | TeamSupport SnapEngage | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Guidebook deployed TeamSupport SnapEngage on its website to add chat-based customer engagement. TeamSupport SnapEngage, classified as Chatbots and Conversational AI, was implemented as an embedded web chat widget to surface conversational interactions to site visitors and prospective customers.
The deployment was executed as a SaaS hosted widget integration into Guidebook's web property, with configuration aligned to Chatbots and Conversational AI capabilities such as live chat handling, proactive messaging, conversational lead capture, and routing of inquiries into operational support and sales workflows. Operational ownership rested with product and customer support teams, rollout used staged front-end script placement and quality assurance on customer-facing pages, and governance emphasized inbox routing and conversational workflow configuration rather than back-end system conversions.
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Chatbots and Conversational AI | AI-Powered Application |
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2018 | 2018 |
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Guidebook Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2012 | 2012 |
In 2012, Guidebook implemented Google Workspace (Formerly Google G-Suite) to provide company-wide Collaboration capabilities. Guidebook, a United States professional services firm with about 100 employees, uses Google Workspace (Formerly Google G-Suite) as its primary cloud collaboration and communications platform.
The deployment centers on standard Google Workspace modules including Gmail for corporate email, Google Drive for cloud file storage, Docs, Sheets and Slides for document collaboration, Calendar for scheduling, and Google Meet for conferencing. Configuration aligns with a cloud SaaS model under a single Guidebook-managed domain, using the Google Workspace admin console for user provisioning, group-based access control, and shared drive organization to support cross-functional document workflows.
Operational coverage includes core business functions such as product, marketing, sales, operations, and customer success, with administration focused on domain-level identity and access governance and centralized folder and sharing policies. The implementation emphasizes Collaboration as the application category, embedding Google Workspace (Formerly Google G-Suite) into daily communication, document collaboration, and scheduling workflows across the company.
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Guidebook CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing, Sales Engagement | CRM |
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2015 | 2015 |
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Customer Support | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2013 | 2013 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2016 | 2016 |
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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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Sales Engagement | CRM |
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2018 | 2018 |
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Guidebook TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Guidebook 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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Guidebook 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Cloud Storage | IaaS |
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2015 | 2015 |
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Cloud Storage | IaaS |
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2019 | 2019 |
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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 Guidebook
| First Name | Last Name | Title | Function | Department | Phone | |
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CEO and Co-Founder | CXO | Finance | |
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Chief Product Officer and Co-Founder | CXO | Finance | |
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CFO | CXO | Finance | |
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Senior Director, Strategic Finance | Director | Finance | |
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Apps Being Evaluated by Guidebook Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Guidebook IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Guidebook 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 Guidebook Technographics
Guidebook is a Professional Services organization based in United States,
with around 100 employees and annual revenues of $10.0 million.
Guidebook operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, TeamSupport SnapEngage and Google Workspace (Formerly Google G-Suite),
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Guidebook has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, TeamSupport and Google.
Guidebook recently adopted applications including
Salesforce Sales Cloud in 2021, OneTrust Cookie Consent in 2019 and OneTrust CookiePro in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Guidebook’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Guidebook’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 Guidebook technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.