Atlanta, 30326, GA,
United States
MineralTree Technographics
MineralTree Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by MineralTree and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 MineralTree employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
MineralTree has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2010, Zendesk Chat for Chatbots and Conversational AI in 2016, Zoom for Audio Video and Web Conferencing 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 MineralTree is running and its propensity to invest more and deepen its relationship with Oracle , Intuit , Zendesk 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 MineralTree revenues, which have grown to $20.0 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 MineralTree 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.
MineralTree Tech Stack and Enterprise Applications
MineralTree ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, MineralTree implemented Oracle NetSuite ERP to centralize its finance and accounting functions. The Oracle NetSuite ERP deployment positioned the company on an ERP Financial platform supporting core transactional finance, billing, and consolidated reporting for the 120-employee professional services firm.
Implementation work concentrated on configuring core ERP Financial modules including general ledger, accounts payable, accounts receivable, billing and revenue management, fixed asset tracking, and financial reporting. Configuration emphasized a standardized chart of accounts, period close workflows, automated invoice and billing processing, and role-based access controls to align accounting and finance processes.
Operational ownership was placed with corporate finance and accounting, and the rollout was staged to bring transaction processing, month-end close, and financial reporting into the new system. Governance centered on change control for master data and accounting configurations, defined approval workflows for payables and receivables, and user training to institutionalize Oracle NetSuite ERP financial workflows.
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ERP Financial | ERP |
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2013 | 2013 |
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MineralTree AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2016 | 2016 |
In 2016, MineralTree deployed Zendesk Chat on its public website as a Chatbots and Conversational AI solution to manage real-time client inquiries and drive site engagement. The deployment targeted on-site widget configuration and live messaging to support customer support and client services functions within the professional services organization.
Zendesk Chat was configured to provide a website chat widget, proactive chat triggers based on page behavior, canned responses and an agent console for live handling, and transcript capture for auditability. Standard Chatbots and Conversational AI capabilities such as automated greetings and offline messaging were used to route inbound conversations into defined follow-up processes. The implementation relied on lightweight, web-hosted widget instrumentation to integrate conversational touchpoints without altering core web infrastructure.
Operational ownership was assigned to customer support and client success teams, who managed routing rules, response templates, and chat queue workflows. Governance emphasized chat handling procedures, transcript retention policies, and agent training to ensure consistent, auditable customer interactions through Zendesk Chat.
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Chatbots and Conversational AI | AI-Powered Application |
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2017 | 2017 |
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MineralTree Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, MineralTree implemented Zoom as its Audio Video and Web Conferencing platform, embedding Zoom meeting and webinar links directly on the corporate website to support external client engagement. The deployment uses Zoom as a cloud hosted conferencing layer, providing browser based join options and link driven session access from public web pages and marketing touchpoints.
The implementation leverages core Zoom capabilities common to the Audio Video and Web Conferencing category, including scheduled and ad hoc video meetings, webinar delivery, screen sharing, participant controls, and session recording for client-facing interactions. Zoom meeting configuration was aligned to enable both one to one client consultations and multiuser webinar sessions, with meeting templates and standardized host settings to maintain consistent user experience.
Operational coverage extends across client services, sales, and marketing functions, with the Zoom application surfaced on the MineralTree website to streamline request for demos, client onboarding calls, and public webinars. The configuration focuses on web embedded access and public meeting links, keeping the conferencing layer tightly coupled to externally facing engagement flows rather than internal-only collaboration tooling.
Governance and rollout centered on internal configuration controls and meeting administration, instituting standardized host profiles, access controls, and scheduling workflows to manage public facing sessions. Documentation and user guidance supported department level adoption, emphasizing consistent session setup and recording retention practices for client engagement use cases.
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Collaboration | Collaboration |
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2012 | 2012 |
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MineralTree 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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2021 | 2021 |
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Customer Support | CRM |
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2013 | 2013 |
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Marketing Analytics | CRM |
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2013 | 2013 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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MineralTree ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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MineralTree PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2013 | 2013 |
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MineralTree 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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2016 | 2016 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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MineralTree 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 MineralTree
Apps Being Evaluated by MineralTree Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||