Pleasanton, 94588, CA,
United States
Medallia Technographics
Medallia Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Medallia and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2000 Medallia employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Medallia has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2018, Adobe Connect for Audio Video and Web Conferencing in 2017, DocuSign eSignature for Digital Signing 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 Medallia is running and its propensity to invest more and deepen its relationship with Oracle , PayPal , Avalara 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 Medallia revenues, which have grown to $800.0 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 Medallia 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.
Medallia Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2018 | 2018 |
In 2018 Medallia implemented Oracle NetSuite ERP to centralize ERP Financial functions across order to cash, billing, revenue recognition and accounts receivable. The Oracle NetSuite ERP deployment targeted core finance processes to support rapid revenue and collections growth during a high growth stage.
The implementation focused on Accounts Receivable, Order Management, invoicing and automated revenue recognition, along with professional services billing, general ledger reconciliations and financial reporting. Oracle NetSuite ERP was configured to enforce order review and invoicing controls, and to support contract-to-cash workflows and recurring billing for services.
Integrations were explicit and operational, with orders and contract data flowing from SFDC into Oracle NetSuite ERP for invoicing and revenue recognition. The project also included implementations of Tensoft for contract management, Avalara for sales tax automation, and OpenAir for professional services time and billing coordination. Operational ownership spanned Finance, Order Management, Sales and Legal, with San Mateo finance operations cited as a primary site of activity.
Governance and process changes included close collaboration with Legal to interpret complex non standard contracts, hands on order review into Oracle NetSuite ERP for consistency and revenue treatment, and ad hoc employee training and interim leadership in order management. Outcomes reported in implementation notes include handling Sales Tax VDA and returns that saved over $500K in uncollected sales tax, and being part of a small team managing 100 percent year over year A/R, revenue and collections growth.
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Payment Processing | ERP Financial Management |
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2018 | 2018 |
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Tax Management | ERP Financial Management |
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2013 | 2013 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017 Medallia deployed Adobe Connect as its Audio Video and Web Conferencing solution on the public website to support customer-facing virtual events. The initial rollout focused on external engagement scenarios, including product demos, webinars, client workshops and remote training delivered through the site.
The Adobe Connect implementation used standard category capabilities, including persistent meeting rooms, in-browser audio and video, screen sharing, chat, recording and playback, and registration and attendee management to support structured webinar and training workflows. Meeting room layouts and configurable pods were applied to create repeatable session templates and to capture recorded sessions for on-demand access.
Operational ownership centered on marketing, customer success and professional services teams, who standardized event templates, moderation roles and recording retention policies while provisioning hosted room links on the website. Adobe Connect was positioned as Medallia Adobe Connect Audio Video and Web Conferencing for customer engagement and training, centralizing external conferencing workflows and content capture for reuse in service delivery.
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Collaboration | Collaboration |
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2012 | 2012 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Medallia implemented DocuSign eSignature as a Digital Signing capability on its website. The deployment embeds DocuSign eSignature into public-facing web flows to capture electronic consent and signatures for customer agreements and online forms, using API-driven envelope presentation and audit logging consistent with Digital Signing workflows.
Functional modules implemented include DocuSign eSignature execution, embedded signing, template-based document generation, envelope lifecycle management, and tamper-evident audit trails. Operational coverage is focused on customer-facing agreement execution on the Medallia website, supporting sales and customer success signing workflows, and governance was adapted to formalize electronic signature validation and retention practices to align web signature records with contract administration and compliance requirements.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2019 | 2019 |
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Account Based Marketing | CRM |
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2019 | 2019 |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Account Based Marketing | CRM |
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2024 | 2024 |
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Customer Experience | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2015 | 2015 |
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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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Social Media Management | CRM |
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2025 | 2025 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2019 | 2019 |
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Incident Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2021 | 2021 |
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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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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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API Management | PaaS |
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2021 | 2021 |
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Apps Development | PaaS |
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2017 | 2017 |
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Test Automation Platform | PaaS |
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2020 | 2020 |
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Test Automation Platform | PaaS |
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2020 | 2020 |
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Test Automation Platform | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2013 | 2013 |
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Transactional Email | PaaS |
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2014 | 2014 |
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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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Backup as a Service (BaaS) | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Network Management and Monitoring | IaaS |
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2017 | 2017 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Medallia
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Medallia Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||