AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

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.
ERP Financial ERP 2013 2013
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.
Chatbots and Conversational AI AI-Powered Application 2017 2017
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.
Collaboration Collaboration 2012 2012
MineralTree CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Account Based Marketing CRM 2019 2019
Account Based Marketing CRM 2021 2021
Customer Support CRM 2013 2013
Marketing Analytics CRM 2013 2013
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2020 2020
Sales Automation, CRM, Sales Engagement CRM 2021 2021
MineralTree ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2021 2021
MineralTree PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2013 2013
MineralTree IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Content Delivery Network IaaS 2017 2017
Content Delivery Network IaaS 2020 2020
MineralTree CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at MineralTree

First Name Last Name Title Function Department Email Phone
CFO CXO Finance
VP-marketing VP Marketing
Sales and Marketing Manager Manager Marketing
President and CEO CXO Finance
Director of Finance Director Finance
Vice President of Sales VP Sales
Team Lead Business Development Representative Non Manager Sales
Senior Product Marketing Manager Manager Marketing

Apps Being Evaluated by MineralTree Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from MineralTree IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the MineralTree digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD MineralTree Technographics
MineralTree is a Professional Services organization based in United States, with around 120 employees and annual revenues of $20.0 million.
MineralTree operates a diverse technology stack with applications such as Oracle NetSuite ERP, Zendesk Chat and Zoom, covering areas like ERP Financial, Chatbots and Conversational AI and Audio Video and Web Conferencing.
MineralTree has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Zendesk and Zoom Video Communications.
MineralTree recently adopted applications including Zoom in 2021, Zoominfo Platform in 2021 and ZoomInfo Chorus in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of MineralTree’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates MineralTree’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 MineralTree technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.