Protelo
340 Palladio Pkwy, Suite 520,
Folsom, 95630, CA,
United States
Folsom, 95630, CA,
United States
1 916-571-0927
Professional Services
Protelo Technographics
Protelo Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Protelo and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Protelo employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Protelo has purchased the following applications: LiveChat for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration in 2016, Zoominfo Platform for Account Based Marketing in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Protelo is running and its propensity to invest more and deepen its relationship with LiveChat, Inc. , Microsoft , Typeform 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 Protelo revenues, which have grown to $10.0 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 Protelo 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.
Protelo Tech Stack and Enterprise Applications
Protelo AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LiveChat, Inc. | Legacy | LiveChat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Protelo implemented LiveChat on its public website to provide real-time customer engagement. The LiveChat implementation uses a site-embedded chat widget, consistent with the Chatbots and Conversational AI category, to surface inbound inquiries and capture leads via synchronous conversations.
Deployment focused on widget configuration, agent routing and session handling, with typical Chatbots and Conversational AI functional elements such as canned responses, operating hour controls, session tagging, and transcript capture configured to support follow-up workflows. The LiveChat implementation organizes conversations into queues and agent sessions, and records chat transcripts for visibility into customer interactions.
Operational coverage centers on customer-facing teams in sales and support, with governance defined through operator role definitions, chat response protocols, and retention of conversation records. Protelo LiveChat Chatbots and Conversational AI deployment therefore aligns the application with customer support and lead qualification business functions.
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Protelo Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Protelo implemented Microsoft 365 as its Collaboration platform. Microsoft 365 was provisioned to standardize collaboration and productivity across the company, and the application name Microsoft 365 is referenced on the Protelo website, reinforcing the relationship Protelo Microsoft 365 Collaboration for internal collaboration and professional services operations.
The deployment leveraged core Microsoft 365 capabilities, with Exchange Online for enterprise email, SharePoint Online for document management and intranet content, Microsoft Teams for real-time messaging and meetings, OneDrive for personal file sync, and Office desktop and web applications for day to day productivity. The implementation included identity integration for centralized user provisioning and access control, and configuration of mailboxes, SharePoint sites, Teams channels, and OneDrive storage to support project centric collaboration workflows. Governance was aligned to Collaboration best practices, focusing on access rights, content lifecycle and administrative role separation to support ongoing operations across the organization.
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Survey and Questionnaire | Collaboration |
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2020 | 2020 |
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Protelo CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | Zoominfo Platform | Account Based Marketing | CRM | n/a | 2022 | 2022 |
In 2022, Protelo implemented Zoominfo Platform on its website to support Account Based Marketing for the professional services firm. The Zoominfo Platform deployment was centered on web-level instrumentation to capture visitor intent and inbound account signals and to drive account-centric list development for marketing and sales engagement.
The Zoominfo Platform configuration leveraged core Account Based Marketing capabilities typical for the category, including target account identification, firmographic enrichment, contact data capture, and website visitor intent instrumentation. The platform was embedded across key site pages to persistently track anonymous and known visitors, enrich inbound records in real time, and maintain segmented target account lists for coordinated outreach.
Operational coverage emphasized marketing and sales engagement as the primary business functions, with the corporate website serving as the primary data collection and activation touchpoint. Governance focused on defining account segmentation, establishing account-level routing and list maintenance workflows, and assigning marketing operational owners to manage segmentation and website tagging.
No external system integrations were specified in the source, therefore the implementation narrative centers on the Zoominfo Platform web deployment and ABM orchestration executed through site-level configuration. Zoominfo Platform remains the central application for Protelo Account Based Marketing efforts, instrumenting the website for account discovery and enrichment.
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Call Tracking and Recording | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Protelo PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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Protelo 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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2016 | 2016 |
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Content Delivery Network | 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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IT Decision Makers and Key Stakeholders at Protelo
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Protelo Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Protelo IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Protelo digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Protelo Technographics
Protelo is a Professional Services organization based in United States,
with around 60 employees and annual revenues of $10.0 million.
Protelo operates a diverse technology stack with applications such as
LiveChat, Microsoft 365 and Zoominfo Platform,
covering areas like Chatbots and Conversational AI, Collaboration and Account Based Marketing.
Protelo has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as LiveChat, Inc., Microsoft and Zoominfo.
Protelo recently adopted applications including
Zoominfo Platform in 2022, Hubspot Marketing Automation in 2021 and Amazon SES in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Protelo’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Protelo’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 Protelo technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.