NEILPATEL
750 B Street, Suite 1400,
San Diego, 92101, CA,
United States
San Diego, 92101, CA,
United States
1 619-356-8119
Professional Services
NEILPATEL Technographics
NEILPATEL Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by NEILPATEL and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 NEILPATEL employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that NEILPATEL has purchased the following applications: Adobe WorkFront for Business Process Management in 2020, Zoom for Audio Video and Web Conferencing in 2019, Hubspot CRM for CRM in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems NEILPATEL is running and its propensity to invest more and deepen its relationship with Adobe Systems , Zoom Video Communications , 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 NEILPATEL revenues, which have grown to $1.4 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 NEILPATEL 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.
NEILPATEL Tech Stack and Enterprise Applications
NEILPATEL ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe WorkFront | Business Process Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, NEILPATEL implemented Adobe WorkFront to establish a centralized Business Process Management capability for professional services work intake and project orchestration. Adobe WorkFront is explicitly used on their website to capture requests and route them into structured work queues, making the application visible as part of the client and internal intake flow.
The implementation focuses on Business Process Management functions such as request intake forms, workflow automation, approvals, work assignment and scheduling, and status reporting. Adobe WorkFront was configured to enforce standardized request fields and approval gates, and to provide queue-based assignment and progress tracking consistent with BPM practice.
NEILPATEL Adobe WorkFront Business Process Management supports marketing operations and project delivery workflows within the organization, centralizing intake previously handled through ad hoc channels. Governance changes emphasized centralized request submission, standardized approval workflows, and role-based access to work queues, enabling more consistent orchestration of client projects and internal campaigns.
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NEILPATEL 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 | 2019 | 2019 |
In 2019, NEILPATEL implemented Zoom, deploying the Zoom application on its public website to deliver Audio Video and Web Conferencing capabilities for client engagement and live sessions. The deployment was focused on embedding web join flows and registration links directly on site pages to surface conference access to external participants without additional portals. NEILPATEL used the solution in the context of a professional services workflow supporting remote consultations and client-facing events.
Configuration emphasized standard Audio Video and Web Conferencing functional flows, including meeting and webinar provisioning, browser-based join experiences, screen sharing and session recording for on-demand access. The Zoom application was configured to present meeting controls and registration widgets within site pages, preserving web-native authentication and browser compatibility considerations. This setup reflects category-aligned capabilities for synchronous client communication, scheduling, and session capture.
Operational scope centered on the public website as the integration point, with session orchestration and link management governed by client services and digital experience owners. Governance focused on centralized publication of meeting links and consistent session access procedures for external attendees, with administrative control retained on the website configuration layer. The implementation narrative is limited to the website integration and application-level configuration described above.
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Collaboration | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2019 | 2019 |
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NEILPATEL CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, NEILPATEL implemented Hubspot CRM on its website to centralize client and prospect interactions for its professional services operations. The deployment emphasized embedding Hubspot CRM tracking and form capture on public pages to surface inbound leads directly into the CRM.
Configuration work centered on standard contact and company records, mapped contact properties for lead qualification, and sales pipeline stages to track consulting opportunities. Hubspot CRM was configured for automated ingestion of web leads through embedded forms and tracking code, contact activity logging, and structured opportunity records to support repeatable sales workflows.
The implementation integrated the website with Hubspot CRM using embedded tracking and form embeds to enable real time lead capture and contact enrichment. Operational coverage included marketing, sales, and client services teams, with lead assignment rules and ownership handoffs used to orchestrate intake through the pipeline.
Governance introduced standardized qualification fields, owner assignment logic, and data hygiene processes to maintain contact consistency and streamline routing. The rollout followed a web-first enablement approach, with staged adoption across teams to align intake and follow up workflows to the Hubspot CRM object model.
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Customer Engagement | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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NEILPATEL PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2020 | 2020 |
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NEILPATEL 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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NEILPATEL CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at NEILPATEL
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Apps Being Evaluated by NEILPATEL Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from NEILPATEL IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the NEILPATEL digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD NEILPATEL Technographics
NEILPATEL is a Professional Services organization based in United States,
with around 150 employees and annual revenues of $1.4 million.
NEILPATEL operates a diverse technology stack with applications such as
Adobe WorkFront, Zoom and Hubspot CRM,
covering areas like Business Process Management, Audio Video and Web Conferencing and CRM.
NEILPATEL has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Adobe Systems, Zoom Video Communications and HubSpot.
NEILPATEL recently adopted applications including
HubSpot Ads in 2021, Hubspot Marketing Automation in 2021 and ConvertKit in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of NEILPATEL’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates NEILPATEL’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 NEILPATEL technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.