AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

PERQ Data, Technology Stack, and Enterprise Applications
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Drift Legacy Drift AI Chatbot Chatbots and Conversational AI AI-Powered Application n/a 2019 2019
In 2019, PERQ deployed Drift AI Chatbot on its public website to automate real time visitor engagement and capture web leads. Drift AI Chatbot is implemented as a cloud hosted conversational layer in the Chatbots and Conversational AI category, delivered via an embedded site widget and configured with conversational playbooks and AI response models. Functional modules include chat based lead capture, qualification dialogue trees, intent based routing rules, and appointment scheduling capabilities, with content and playbook versions managed by marketing operations. The deployment supports core marketing and sales functions by qualifying inbound web traffic and triggering live handoffs to sales representatives. Governance centered on playbook ownership, content review cycles, and defined handoff and escalation workflows between marketing and sales teams. The implementation positions Drift AI Chatbot to centralize PERQ web engagement under Chatbots and Conversational AI and to standardize conversational routing and qualification as operationalized processes.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
In 2016 PERQ implemented Microsoft 365 as its primary Collaboration platform. The deployment is visible in public-facing site components and underpins employee productivity workflows, with Microsoft 365 used to provide cloud-based collaboration and content delivery across the organization. The implementation aligns Microsoft 365 Collaboration capabilities such as unified messaging, document storage and sharing, team collaboration, and content management into a centrally administered cloud tenant suitable for a 120 person professional services firm. Tenant administration and standard governance constructs are implied by the deployment, including centralized user provisioning, access controls, and content governance to support business functions in marketing, sales enablement, and internal collaboration. PERQ Microsoft 365 Collaboration supports company operations by consolidating email, document collaboration, and site-facing content workflows under a single cloud platform.
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Ironclad Legacy Ironclad Clickwrap (formerly PactSafe) Contract Lifecycle Management Content Management n/a 2018 2018
PERQ implemented Ironclad Clickwrap (formerly PactSafe) in 2018 to provide Contract Lifecycle Management across its commercial operations. The deployment established the application as the primary system for contract creation through execution, with operational oversight by Sales Operations and a dedicated Contract Manager covering three markets. Ironclad Clickwrap (formerly PactSafe) was configured to enforce market-specific templates and to centralize template governance, authoring controls, and execution capture consistent with clickwrap acceptance workflows. Functional configuration focused on template management by market, supervision of the end-to-end contract securement process from creation to completion, and structured handling of redlines and negotiations. The Contract Manager maintained templates aligned to sales strategies, distributed training materials and led education on contract terms and legal language for Sales and Client Success teams. Processes were aligned with Salesforce-driven reporting needs and Sales Operations delivered ongoing governance and change management to standardize contract workflows and support tools.
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Account Based Marketing CRM 2018 2018
Account Based Marketing CRM 2020 2020
Customer Engagement CRM 2017 2017
Customer Experience CRM 2019 2019
Customer Support CRM 2015 2015
Data Management Platform CRM 2015 2015
Data Management Platform CRM 2020 2020
Digital Advertising Platform CRM 2015 2015
Digital Advertising Platform CRM 2022 2022
Digital Advertising Platform CRM 2014 2014
Marketing Automation CRM 2018 2018
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2013 2013
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Sales Engagement CRM 2014 2014
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2019 2019
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2015 2015
Transactional Email PaaS 2015 2015
Transactional Email PaaS 2019 2019
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2013 2013
Content Delivery Network IaaS 2022 2022
IT Decision Makers and Key Stakeholders at PERQ
First Name Last Name Title Function Department Email Phone
No data found
Apps Being Evaluated by PERQ Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD PERQ Technographics

PERQ is a Professional Services organization based in United States, with around 120 employees and annual revenues of $30.0 million.

PERQ operates a diverse technology stack with applications such as Drift AI Chatbot, Microsoft 365 and Ironclad Clickwrap (formerly PactSafe), covering areas like Chatbots and Conversational AI, Collaboration and Contract Lifecycle Management.

PERQ has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Drift, Microsoft and Ironclad.

PERQ recently adopted applications including HubSpot Ads in 2022, Cloudflare CDN in 2022 and Salesforce Sales Cloud in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of PERQ’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates PERQ’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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