Chicago, 60606, IL,
United States
Marco & Associates, LLC Technographics
Marco & Associates, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Marco & Associates, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Marco & Associates, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Marco & Associates, LLC has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, GoDaddy Webmail for Collaboration in 2011, 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 Marco & Associates, LLC is running and its propensity to invest more and deepen its relationship with Oracle , GoDaddy , 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 Marco & Associates, LLC 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 Marco & Associates, LLC 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.
Marco & Associates, LLC Tech Stack and Enterprise Applications
Marco & Associates, LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, Marco & Associates, LLC implemented Oracle NetSuite ERP. Oracle NetSuite ERP was adopted as their ERP Financial system to centralize accounting and financial management for the 30 employee consumer packaged goods firm. The implementation concentrated on core financial modules including general ledger, accounts payable, accounts receivable, billing, and fixed asset management to support order to cash and procure to pay workflows. Configuration work emphasized a unified chart of accounts and automated journal processing to create a single source of truth for transaction posting.
The deployment used a cloud hosted NetSuite configuration scaled to a small organization, with role based access controls and period close routines to strengthen financial governance. Oracle NetSuite ERP configuration included standard financial reporting and revenue recognition capabilities, and setup of automated invoice, payment, and reconciliation workflows to reduce manual ledger reconciliation. Operational coverage focused on finance and accounting, ensuring transactional capture from sales and procurement flowed directly into the financial ledgers. The implementation formalized month end close procedures and established system ownership within finance to ensure control, auditability, and consistent financial processes.
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Marco & Associates, LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy Webmail | Collaboration | Collaboration | n/a | 2011 | 2011 |
In 2011, Marco & Associates, LLC deployed GoDaddy Webmail as its hosted corporate email service tied to the company domain on its website. Marco & Associates, LLC uses GoDaddy Webmail, a Collaboration application, to provide webmail access, mailbox hosting, contacts management, and basic calendaring for business communications. The implementation leverages GoDaddy's cloud hosted email infrastructure with account and mailbox administration performed through the vendor control panel, and email routing configured at the domain DNS level. Configuration and provisioning are oriented toward organization wide email for client facing and internal communications, with the GoDaddy Webmail endpoints exposed on the company website to support inbound client inquiries and operational messaging. Governance is handled through the GoDaddy account console for account lifecycle and mailbox administration, and the deployment supports core business functions including client services, sales correspondence, and finance communications.
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Collaboration | Collaboration |
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2021 | 2021 |
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Marco & Associates, LLC 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, Marco & Associates, LLC deployed Salesforce Sales Cloud to centralize sales activity and capture website-generated demand. Salesforce Sales Cloud is used on their website to embed web-to-lead capture and initial engagement workflows, aligning platform capabilities with the Sales Automation,CRM,Sales Engagement category for a 30-employee Consumer Packaged Goods firm based in the United States. The deployment targets sales and client-facing functions and is sized for a small corporate sales organization.
Configured functional modules include lead management, contact and account management, opportunity and pipeline management, activity and task tracking, and sales engagement features for sequence and outreach tracking. Automation was implemented around web-to-lead capture, automated lead assignment and routing, opportunity stage progression, and standardized page layouts and validation rules to enforce consistent data capture. Reporting and dashboard functionality provides pipeline visibility and activity-level operational reporting for the sales team.
Operational integration is centered on the company website for real-time lead ingestion and routing into Salesforce Sales Cloud, with CRM records used as the source of truth for sales interactions. Governance practices reflect a centralized CRM administration model, defined sales process templates, and data hygiene routines to maintain record quality and handoff consistency. Rollout emphasis was on configuration simplicity, user training for a small sales headcount, and embedding CRM workflows into day-to-day selling motions.
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Marco & Associates, LLC 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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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Marco & Associates, LLC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Managing Partner/Co-Founder | CXO | Finance | ||||
| Director of Operations | Director | Finance | ||||
| Partner & Chief Sales Officer | CXO | Sales |
Apps Being Evaluated by Marco & Associates, LLC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||