PEF Services LLC
300 Executive Drive, Suite 150,
West Orange, 7052, NJ,
United States
West Orange, 7052, NJ,
United States
1 212-203-4685
Banking and Financial Services
PEF Services LLC Technographics
PEF Services LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by PEF Services LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 PEF Services 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 PEF Services LLC has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2020, Salesforce Pardot for Marketing Automation 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 PEF Services LLC is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Salesforce 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 PEF Services LLC revenues, which have grown to $5.0 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 PEF Services 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.
PEF Services LLC Tech Stack and Enterprise Applications
PEF Services LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, PEF Services LLC implemented Intuit Quickbooks Enterprise to support core ERP Financial functions across its finance and accounting organization. The deployment focused on configuring Intuit Quickbooks Enterprise as the central financial system for general ledger, accounts receivable, accounts payable, invoicing, and bank reconciliation to serve the firm’s small, single-entity operations in the United States.
The implementation included chart of accounts rationalization, role based access for accounting staff, and workflow configuration for invoice approval and payment processing. Rollout was executed as an internal finance and accounting initiative with emphasis on standardizing financial reporting and month end reconciliation procedures, and training was targeted to the accounting team where QuickBooks experience was preferred.
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PEF Services LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, PEF Services LLC deployed Microsoft 365 for Collaboration across its 50-person United States financial services firm. The implementation is visible on the company website and centers on Microsoft 365 productivity and collaboration services, using cloud-hosted Exchange Online for email, Microsoft Teams for messaging and meetings, SharePoint Online and OneDrive for document collaboration, and Office applications for document creation and editing. Microsoft 365 supports core business functions including employee communications, client correspondence, document management, and remote-capable workflows.
Deployment followed a tenant-first cloud architecture with centralized administrative controls, license assignment, and Microsoft identity management to provide single sign-on and access control. Governance focused on mailbox and file access policies, tenant configurations, and standard collaboration security controls consistent with the Collaboration category, with administration consolidated under internal IT to manage user provisioning, security settings, and content collaboration. Operational coverage targets corporate staff and back-office functions within the United States, aligning collaboration tooling to day-to-day banking and financial services processes.
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PEF Services LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2021 | 2021 |
In 2021, PEF Services LLC deployed Salesforce Pardot as its Marketing Automation solution on its corporate website, using the application to centralize digital lead capture and nurture workflows. Salesforce Pardot is positioned to support PEF Services LLC Marketing Automation needs for email program management and web-driven prospect engagement.
The implementation configured core Marketing Automation capabilities within Salesforce Pardot, including website-embedded tracking and form capture, automated email nurture programs, list segmentation, lead scoring and grading, landing page management, and campaign-level reporting. Configuration focused on campaign orchestration and content personalization through dynamic content and automated segmentation to streamline marketing operations.
Operationally the deployment is anchored to the company website for visitor tracking and form-based lead capture, with hosted Pardot assets and tracking scripts embedded in site pages to feed prospect and engagement data into marketing workflows. The rollout targets the companys marketing function and supports sales intake processes, scaled to PEF Services LLCs 50-person organizational footprint and United States operations.
Governance was implemented around an administrative owner, defined lead routing and qualification rules, and staged rollout of nurture programs to establish consistent campaign governance and campaign naming conventions. Controls emphasize data handling and consent workflows appropriate for a banking and financial services environment, and the implementation established ongoing owner responsibilities for segmentation, content cadence, and campaign lifecycle management.
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PEF Services 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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2021 | 2021 |
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Application Hosting and Computing Services | 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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PEF Services LLC 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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at PEF Services LLC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Chief Technology Officer | CXO | IT | |
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co-founder and CEO | CXO | Finance | |
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Controller | Director | Finance | |
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Chief Operating Officer | CXO | Finance | |
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Apps Being Evaluated by PEF Services LLC Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from PEF Services LLC IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the PEF Services LLC digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD PEF Services LLC Technographics
PEF Services LLC is a Banking and Financial Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
PEF Services LLC operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Salesforce Pardot,
covering areas like ERP Financial, Collaboration and Marketing Automation.
PEF Services LLC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Salesforce.
PEF Services LLC recently adopted applications including
Salesforce Pardot in 2021, Amazon EC2 in 2021 and Microsoft 365 in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of PEF Services LLC’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates PEF Services LLC’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 PEF Services LLC technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.