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Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

ProServe Solutions Tech Stack and Enterprise Applications

ProServe Solutions Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2021 2021
In 2021, ProServe Solutions implemented Zoom as its external conferencing and client engagement platform. Zoom is an Audio Video and Web Conferencing application and has been instrumented directly on the company website to provide client-facing meeting joins and virtual consultations. The deployment follows a cloud SaaS model with centralized account administration and host provisioning appropriate for a 30 person professional services firm, leveraging core capabilities such as scheduled meetings, video conferencing, screen sharing, and meeting recording. Configuration prioritized lightweight setup to support consultant-hosted sessions and public meeting access via embedded site links. Operational coverage centers on professional services delivery and customer-facing interactions, with the platform used for client demos, remote consultations, and internal team alignment. Governance was established around an administrator role to manage user accounts, host permissions, and meeting security settings, and rollout targeted firmwide adoption across delivery and sales functions. Implementation narratives emphasize site-level embedding of Zoom meeting access and use of standard conferencing workflows to streamline appointment scheduling and client joins.
Collaboration Collaboration 2013 2013
ProServe Solutions CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy Automattic Jetpack CRM CRM CRM n/a 2020 2020
In 2020, ProServe Solutions deployed Automattic Jetpack CRM on their website. The implementation is categorized under CRM and supports the professional services firm’s sales and client engagement activities for a 30 person organization. Automattic Jetpack CRM is configured to centralize contact records on the corporate site, capture leads via embedded web forms, and maintain basic pipeline stages and email activity logging. The configuration aligns with common CRM capabilities such as contact management, lead capture, pipeline management, tagging for segmentation, and lightweight workflow triggers for task assignment. Deployment is operated through the customer facing website, with system administration handled by internal staff, and operational coverage focused on sales and client services teams. Governance centers on contact ownership, form-to-lead routing, and routine data hygiene processes, with rollout concentrated at the site level and managed through application settings in Automattic Jetpack CRM.
Marketing Automation CRM 2021 2021

IT Decision Makers and Key Stakeholders at ProServe Solutions

First Name Last Name Title Function Department Email Phone
Owner CXO Finance
Senior Business Manager Consultant Manager Operations

Apps Being Evaluated by ProServe Solutions Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from ProServe Solutions IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the ProServe Solutions digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD ProServe Solutions Technographics
ProServe Solutions is a Professional Services organization based in United States, with around 30 employees and annual revenues of $3.0 million.
ProServe Solutions operates a diverse technology stack with applications such as Zoom and Automattic Jetpack CRM, covering areas like Audio Video and Web Conferencing and CRM.
ProServe Solutions has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Zoom Video Communications and Automattic.
ProServe Solutions recently adopted applications including Zoom in 2021, Hubspot Marketing Automation in 2021 and Automattic Jetpack CRM in 2020, highlighting its ongoing modernization strategy.
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Our research team continuously updates ProServe Solutions’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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