Denver, 80246, CO,
United States
InnoFin Solutions Technographics
InnoFin Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by InnoFin Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 45 InnoFin Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
InnoFin Solutions has purchased the following applications: Zoho SalesIQ for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration in 2016, Automattic Jetpack CRM for CRM 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 InnoFin Solutions is running and its propensity to invest more and deepen its relationship with Zoho Corp. , Olark , Microsoft 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 InnoFin Solutions 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 InnoFin Solutions 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.
InnoFin Solutions Tech Stack and Enterprise Applications
InnoFin Solutions AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoho Corp. | Legacy | Zoho SalesIQ | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, InnoFin Solutions deployed Zoho SalesIQ on their website to add real time visitor engagement and automated conversational capabilities. The implementation uses Zoho SalesIQ in the Chatbots and Conversational AI category to power on site live chat and conversational workflows for a 45 person professional services firm.
The deployment centers on the Zoho SalesIQ web widget and bot builder, with configuration of proactive chat triggers and visitor tracking to capture engagement signals. Zoho SalesIQ was configured for chat queueing, canned responses, and automated routing logic, supporting sales lead capture and basic conversational automation alongside manual agent handoffs.
Operational coverage is focused on the public website and the customer facing sales and support functions, with chat sessions routed to internal sales and support personnel. Governance was implemented through configuration level controls inside Zoho SalesIQ for routing rules and agent assignment, enabling consistent conversational workflows and centralized management of chat interactions.
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Chatbots and Conversational AI | AI-Powered Application |
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2019 | 2019 |
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InnoFin Solutions Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, InnoFin Solutions deployed Microsoft 365 as its Collaboration platform. The Microsoft 365 deployment provides Exchange Online, SharePoint Online, OneDrive, and Microsoft Teams to support email, document management, file synchronization, and real-time collaboration across the firm, and the application name Microsoft 365 is referenced on the company website.
The implementation follows a cloud-hosted Microsoft 365 tenant architecture, delivering core Collaboration services from Microsoft cloud endpoints and minimizing on-premises infrastructure for a 45 person professional services firm. Functional modules implemented include mailbox and calendaring, team workspaces and channels, document libraries and file sync, and tenant-level identity and access controls to manage user provisioning and single sign-on.
Public evidence shows Microsoft 365 is surfaced on the corporate site, indicating active use for external and internal collaboration. Governance and operational control are centered on tenant administration with role-based access, retention and sharing policies, and a compact rollout model that supports department-level adoption and client-facing document workflows.
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InnoFin Solutions CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2015 | 2015 |
In 2015, InnoFin Solutions implemented Automattic Jetpack CRM. The deployment is hosted on the company website and serves as the primary customer relationship management system, categorized as CRM. Automattic Jetpack CRM is used to centralize contact records, track client interactions, and manage simple sales pipeline workflows consistent with CRM functional expectations.
Architecture is delivered as a site-embedded application with centralized administration governing contact data and user access, supporting client-facing teams and project delivery staff. Governance is organized around site-level configuration and CRM data stewardship, aligning contact management, opportunity tracking, and activity logging with the companys sales and client service functions.
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Customer Support | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2017 | 2017 |
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InnoFin Solutions 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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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at InnoFin Solutions
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by InnoFin Solutions Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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