Proficio
3264 Grey Hawk Court, Unit U,
Carlsbad, 92010, CA,
United States
Carlsbad, 92010, CA,
United States
1 800-779-5042
Communications
Proficio Technographics
Proficio Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Proficio and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 Proficio employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Proficio has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2012, Olark Live Chat for Chatbots and Conversational AI in 2017, WooCommerce for eCommerce 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 Proficio is running and its propensity to invest more and deepen its relationship with Oracle , Olark , Automattic 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 Proficio revenues, which have grown to $7.0 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 Proficio 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.
Proficio Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2012 | 2012 |
In 2012, Proficio implemented Oracle NetSuite ERP on an ERP Financial platform to centralize accounting and financial management across its United States operations. The deployment targeted finance and accounting functions at the 70 employee communications firm and leveraged Oracle's cloud SaaS delivery model to create a single financial system of record.
Oracle NetSuite ERP was configured with core General Ledger, Accounts Payable, Accounts Receivable, fixed asset management, billing, and financial reporting capabilities, including a standardized chart of accounts and period close automation. Configuration emphasized configurable approval workflows, automated journal entry processes, and role-based permissioning to support routine accounting operations and period-end sequencing.
Operational coverage focused on centralized master data for vendors and customers, audit trail instrumentation for financial transactions, and consolidated financial reporting across US operations. Governance instituted segregation of duties through system roles, centralized control over ledgers and currency handling, and staged rollout and training for accounting staff to standardize close and reporting processes.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Olark | Legacy | Olark Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2017 | 2017 |
In 2017, Proficio deployed Olark Live Chat on its website, adopting the Chatbots and Conversational AI category to add conversational support to its customer experience layer. Olark Live Chat was implemented as an on-site chat widget providing live messaging, visitor monitoring, chat transcripts, and canned responses to support web inquiries. The deployment targeted customer facing channels on the corporate website to surface live agent interactions alongside existing support operations.
Functional configuration emphasized messaging workflows, canned reply templates, and transcript capture for case handoff between support and sales teams, consistent with Chatbots and Conversational AI capabilities. Governance practices established included transcript review and standardized response workflows to ensure consistent handling of inbound chats, and the implementation was scoped to the website channel without public details of additional system integrations.
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2019 | 2019 |
In 2019, Proficio implemented WooCommerce on its public website, positioning WooCommerce as the primary eCommerce engine to power online product catalog, shopping cart, checkout orchestration, order management, and customer account workflows. The Automattic WooCommerce application is deployed at the site layer to enable online transactions and catalog presentation, and it serves the company website as the central eCommerce capability for customer self-service and purchase flows. This implementation reflects an applications architecture where the web presentation and storefront logic are managed through the WooCommerce platform.
Operational scope for the WooCommerce deployment centers on the corporate website and touches sales, marketing, and customer support functions involved in order capture and fulfillment. Configuration efforts emphasized catalog taxonomy, product attributes, pricing rules, tax and shipping configuration, and checkout customization consistent with eCommerce best practices. Governance and process ownership were organized around web operations, marketing, and service teams to manage product updates, order processing, and customer account administration.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2020 | 2020 |
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Database Management, Open-Source Database | IaaS |
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2024 | 2024 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Extended Detection and Response (XDR) | CyberSecurity |
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2023 | 2023 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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Security Information and Event Management (SIEM) | CyberSecurity |
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2024 | 2024 |
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IT Decision Makers and Key Stakeholders at Proficio
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Proficio Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Proficio IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Proficio 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 Proficio Technographics
Proficio is a Communications organization based in United States,
with around 70 employees and annual revenues of $7.0 million.
Proficio operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Olark Live Chat and WooCommerce,
covering areas like ERP Financial, Chatbots and Conversational AI and eCommerce.
Proficio has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Olark and Automattic.
Proficio recently adopted applications including
Elasticsearch in 2024, Elastic Security in 2024 and Elastic XDR in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Proficio’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Proficio’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 Proficio technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.