Lima, 45801, OH,
United States
Perry ProTECH Technographics
Perry ProTECH Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Perry ProTECH and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 201 Perry ProTECH employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Perry ProTECH has purchased the following applications: SAP Business One for ERP Financial in 2017, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, Hubspot CRM for CRM 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 Perry ProTECH is running and its propensity to invest more and deepen its relationship with SAP , Chargebee , Cisco Systems 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 Perry ProTECH revenues, which have grown to $52.0 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 Perry ProTECH 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.
Perry ProTECH Tech Stack and Enterprise Applications
Perry ProTECH ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Business One | ERP Financial | ERP | n/a | 2017 | 2017 |
In 2017, Perry ProTECH implemented SAP Business One as an ERP Financial application to centralize sales and customer management across its United States operations. The deployment emphasized SAP Business One CRM system functionality to track sales cycles, build sales quotes, and run customer reports, positioning the application as the primary record for opportunities and customer master data.
Configuration work focused on the SAP Business One CRM module and sales quotation capabilities, including opportunity stage tracking, quote template configuration, and customer reporting setup. The implementation tied CRM entities to master records and financial dimensions within the SAP Business One environment, enabling consistent customer, item, and pricing data across sales workflows.
Operational coverage included the sales, finance, and account management functions, with the CRM system used day to day by account executives and billing teams for quote generation and customer reporting. Reporting and dashboarding were configured to support pipeline reviews and customer activity reports, improving visibility for commercial and finance stakeholders.
Governance was restructured around sales pipeline controls and quote approval workflows implemented inside SAP Business One, with formalized data ownership for customer records and standardized reporting cadence. Process changes emphasized consistent quote creation, opportunity stage discipline, and centralized customer reporting through SAP Business One CRM capabilities.
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Subscription and Recurring Billing | ERP |
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2022 | 2022 |
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Perry ProTECH Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Perry ProTECH implemented Cisco Webex Meetings on their website. Cisco Webex Meetings is deployed as the company's primary Audio Video and Web Conferencing solution, and is used to enable web based meeting joins for client interactions and internal collaboration.
The deployment leverages core Cisco Webex Meetings capabilities including high definition video, multi party audio, screen sharing, recording, host controls, and participant management, with configuration optimized for embedding join flows directly into the corporate site. Implementation settings emphasize meeting access controls and session security appropriate for professional services engagements, and the full application name Cisco Webex Meetings is surfaced in client facing and internal meeting flows on the website.
Operational scope centers on Perry ProTECH professional services teams and client facing workflows, with the website integration serving as the primary entry point for scheduled and ad hoc sessions. Governance has been organized around meeting administration roles and host privileges to manage recording retention and participant permissions.
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Collaboration | Collaboration |
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2021 | 2021 |
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Perry ProTECH CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2021 | 2021 |
In 2021, Perry ProTECH implemented Hubspot CRM. The Hubspot CRM instance is embedded on the Perry ProTECH website to capture inbound leads, host contact forms, and surface marketing interactions for the professional services firm.
The implementation centers on core CRM capabilities such as contact management, deal and pipeline management, email marketing automation, web forms, and activity logging. Hubspot CRM was configured to capture form submissions from the site, enrich contact records with custom property fields, and associate interactions with deal records to enable consistent pipeline visibility.
Operationally the deployment supports sales and marketing workflows, enabling lead assignment, lifecycle stage tracking, and activity based follow up by account and project teams. The setup leverages a cloud SaaS architecture, with configuration focused on centralized contact records, custom properties, and standardized pipeline stages to align sales handoffs with marketing capture.
Governance emphasizes a single source of truth for customer data within Hubspot CRM, with rules for contact deduplication, standardized deal stages, and role based access to ensure records are used consistently across business functions. The implementation reflects a website centric CRM adoption pattern used to unify marketing capture and sales pipeline management for a mid market professional services organization.
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Marketing Automation | CRM |
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2017 | 2017 |
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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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Perry ProTECH ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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Perry ProTECH PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2022 | 2022 |
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Perry ProTECH 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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2013 | 2013 |
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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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2020 | 2020 |
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Perry ProTECH 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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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Perry ProTECH
| First Name | Last Name | Title | Function | Department | Phone | |
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| Accounts Receivable Specialist | Manager | Finance | ||||
| Collections Specialist | Manager | Finance | ||||
| Accounting Manager | Manager | Finance |
Apps Being Evaluated by Perry ProTECH Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||