Proforma Marketing
8800 East Pleasant Valley Road,
Cleveland, 44131, OH,
United States
Cleveland, 44131, OH,
United States
1 800-825-1525
Professional Services
Proforma Marketing Technographics
Proforma Marketing Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Proforma Marketing and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1000 Proforma Marketing employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Proforma Marketing has purchased the following applications: Microsoft Dynamics AX for ERP Financial in 2011, Cisco Webex Meetings for Audio Video and Web Conferencing in 2017, Zoominfo Platform for Account Based Marketing in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Proforma Marketing is running and its propensity to invest more and deepen its relationship with Microsoft , Cisco Systems , Google 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 Proforma Marketing revenues, which have grown to $250.0 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 Proforma Marketing 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.
Proforma Marketing Tech Stack and Enterprise Applications
Proforma Marketing ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Microsoft | Legacy | Microsoft Dynamics AX | ERP Financial | ERP | n/a | 2011 | 2011 |
In 2011, Proforma Marketing implemented Microsoft Dynamics AX as its ERP Financial platform. Functional specifications were developed that documented module requirements, transaction flows, and control points for a US-based professional services firm with 1,000 employees and $250,000,000 in revenue.
The functional specification set for Microsoft Dynamics AX defined core finance modules including general ledger, accounts payable, accounts receivable, fixed assets, cash management, procurement, and project accounting. Specifications detailed chart of accounts design, multi-entity and intercompany posting rules, period close sequences, tax handling, and financial reporting requirements, with configuration guidance for ledger dimensions, posting profiles, and automated batch processing.
Design work included workflow and automation requirements for invoice approval, vendor onboarding, payment runs, credit management, and account reconciliation. The document specified security and role-based access controls for finance, procurement, and project services, along with audit trail and segregation of duties controls aligned to ERP Financial governance practices. Integration touchpoints were identified for payroll interfaces, CRM billing feeds, supplier portals, and a central reporting data store to support consolidated financial reporting and operational dashboards.
Deployment and operational coverage described phased rollout across finance, procurement, and project management teams in the United States, including cutover sequencing for opening balances, historical transaction migration, and end user training. The specifications also captured testing requirements such as unit, integration, user acceptance, and reconciliation scripts, plus production support procedures for configuration changes and periodic maintenance. Microsoft Dynamics AX is referenced throughout the functional specification as the system of record for transactional finance and project accounting in the ERP Financial environment.
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Proforma Marketing 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 | 2017 | 2017 |
In 2017, Proforma Marketing implemented Cisco Webex Meetings for Audio Video and Web Conferencing on its website. The deployment embeds Cisco Webex Meetings join flows into customer-facing pages to support virtual client consultations and externally accessible events while providing browser-based meeting access for remote participants.
Configuration centered on standard Cisco Webex Meetings capabilities such as scheduled meeting hosting, screen sharing, recording, and participant management, aligning with Audio Video and Web Conferencing workflows. Operational ownership is oriented toward client-facing teams including sales, marketing, and service delivery, with governance focused on web embedding patterns, meeting scheduling practices, and access control to maintain consistent collaboration workflows.
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Proforma Marketing CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | Zoominfo Platform | Account Based Marketing | CRM | n/a | 2023 | 2023 |
In 2023, Proforma Marketing deployed Zoominfo Platform to support Account Based Marketing on its website. The Zoominfo Platform is instrumented on the corporate site to enable on‑site account discovery, web prospecting, and targeted audience building that directly serve marketing and sales business functions.
Deployment uses embedded Zoominfo Platform components to capture intent signals, perform firmographic enrichment, and assemble dynamic account segments consistent with Account Based Marketing workflows. Operational ownership sits with marketing for campaign configuration and qualification handoffs to sales, while governance centers on enrichment rules, consent-aware web capture, and data hygiene to maintain consistent targeting workflows across Proforma Marketing United States operations.
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CRM | CRM |
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2022 | 2022 |
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Customer Support | CRM |
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2015 | 2015 |
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Customer Support | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2016 | 2016 |
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Proforma Marketing 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at Proforma Marketing
| First Name | Last Name | Title | Function | Department | Phone | |
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VP Sales | VP | Sales | |
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Chief Sales Officer | CXO | Sales | |
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Executive Vice-President of Sales & Marketing | CXO | Marketing | |
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Chief Operating Officer & General Counsel | CXO | Finance | |
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Vice-President of Operations | VP | Operations | |
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CEO | CXO | Finance | |
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Executive Vice-President, Operations | CXO | Finance | |
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Director of Human Resources | Director | HR | |
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Vice President of Sales and Marketing | VP | Marketing | |
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VP of Operations | VP | Operations | |
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Inside Sales and Client Support | Manager | Customer Service | |
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Vice President of Sales | VP | Sales | |
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Director Of Client Services | Director | Customer Service | |
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Vice President of Marketing | VP | Marketing | |
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Apps Being Evaluated by Proforma Marketing Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Proforma Marketing IT executives and key decision makers. This section highlights Proforma Marketing's latest recorded technology evaluations, including Toast POS for Point Of Sale on 2024-11-06. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Proforma Marketing digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2024-11-06 | Proforma Marketing | Evaluated | Toast | Toast POS | Point Of Sale | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Proforma Marketing Technographics
Proforma Marketing is a Professional Services organization based in United States,
with around 1000 employees and annual revenues of $250.0 million.
Proforma Marketing operates a diverse technology stack with applications such as
Microsoft Dynamics AX, Cisco Webex Meetings and Zoominfo Platform,
covering areas like ERP Financial, Audio Video and Web Conferencing and Account Based Marketing.
Proforma Marketing has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Cisco Systems and Zoominfo.
Proforma Marketing recently adopted applications including
Zoominfo Platform in 2023, StackPath CDN in 2023 and Pipedrive CRM in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Proforma Marketing’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Proforma Marketing’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 Proforma Marketing technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.