Amherst, 14228, NY,
United States
ProServe Solutions Technographics
ProServe Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by ProServe Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 ProServe Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
ProServe Solutions has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2021, Automattic Jetpack CRM for CRM in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems ProServe Solutions is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Google , 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 ProServe Solutions revenues, which have grown to $3.0 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 ProServe Solutions 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.
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 | Phone | |
|---|---|---|---|---|---|---|
| Owner | CXO | Finance | ||||
| Senior Business Manager Consultant | Manager | Operations |
Apps Being Evaluated by ProServe Solutions Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||