Richard Fleischman & Associates (RFA)
330 Madison Avenue,
New York, 10017, NY,
United States
New York, 10017, NY,
United States
1 212-867-4600
Professional Services
Richard Fleischman & Associates (RFA) Technographics
Richard Fleischman & Associates (RFA) Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Richard Fleischman & Associates (RFA) and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Richard Fleischman & Associates (RFA) employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Richard Fleischman & Associates (RFA) has purchased the following applications: Hubspot Live Chat for Chatbots and Conversational AI in 2020, Adobe Connect for Audio Video and Web Conferencing in 2018, Hubspot 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 Richard Fleischman & Associates (RFA) is running and its propensity to invest more and deepen its relationship with HubSpot , Adobe Systems , Microsoft 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 Richard Fleischman & Associates (RFA) revenues, which have grown to $22.0 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 Richard Fleischman & Associates (RFA) 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.
Richard Fleischman & Associates (RFA) Tech Stack and Enterprise Applications
AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020 Richard Fleischman & Associates implemented HubSpot Live Chat on their public website, deploying the HubSpot Live Chat application as a customer-facing conversational layer. The deployment uses the vendor hosted chat widget embedded in web pages to provide real-time messaging, automated conversational responses, pre-chat capture and chat routing consistent with Chatbots and Conversational AI capabilities.
Operational coverage centers on client engagement and marketing-led lead capture, with the HubSpot Live Chat application configured to surface chat transcripts and interaction context within the HubSpot environment for follow-up. Governance and process changes focused on marketing operations owning configuration, defining chat response workflows and escalation paths to client services, and training site-facing agents to manage live conversations and automated handoffs.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018 Richard Fleischman & Associates implemented Adobe Connect on its website to provide Audio Video and Web Conferencing capabilities. The deployment positioned Adobe Connect as the primary synchronous engagement layer for client webinars and internal collaboration across the professional services organization.
Adobe Connect was configured as a web-embedded conferencing platform delivering persistent virtual meeting rooms, screen sharing, multimedia presentation pods, chat, and recording capabilities. Adobe Connect was used to centralize client-facing webinars, remote workshops, and staff training, leveraging browser access to minimize endpoint complexity.
Operational coverage for the Adobe Connect instance includes client engagement teams and delivery leads across the United States, surfaced directly within RFA's site for seamless access. Governance centers on role-based host controls, meeting templates, and recording workflow management to align conferencing usage with professional services delivery and training schedules.
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Collaboration | Collaboration |
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2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2020 | 2020 |
In 2020, Richard Fleischman & Associates implemented Hubspot CRM to centralize client and prospect records for its United States professional services firm. The implementation positions Hubspot CRM as the primary CRM for sales and marketing workflows across the 300 employee organization, aligning contact and account data with business development activities.
The deployment emphasizes core CRM functional modules, including contact and account management, sales pipeline and deal tracking, activity timelines, and marketing lead capture. On the website, the firm is using HubSpot On Their Website to capture inbound leads via embedded forms and tracking, feeding the CRM's contact records and activity history.
Architecturally the configuration ties web-originated leads directly into Hubspot CRM, enabling automated lead assignment, task creation for sellers, and centralized activity logging. Configuration work focused on CRM data model alignment, pipeline stages and automation rules that orchestrate lead routing and follow up across sales and marketing functions.
Governance was implemented through role based access and administrative controls to maintain data quality and pipeline hygiene, with operations scoped to sales, marketing and client services teams. The deployment narrative indicates an enterprise style CRM adoption within a mid market professional services environment, with Hubspot CRM serving as the system of record for customer and prospect engagement.
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics, Lead Generation | CRM |
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2017 | 2017 |
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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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Marketing Automation | CRM |
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2021 | 2021 |
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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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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2020 | 2020 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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SD-WAN | IaaS |
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2016 | 2017 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Cloud Access Security Brokers (CASB) | CyberSecurity |
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2018 | 2018 |
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Extended Detection and Response (XDR) | CyberSecurity |
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2019 | 2019 |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Richard Fleischman & Associates (RFA)
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Apps Being Evaluated by Richard Fleischman & Associates (RFA) Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Richard Fleischman & Associates (RFA) IT executives and key decision makers. This section highlights Richard Fleischman & Associates (RFA)'s latest recorded technology evaluations, including Teleperformance Call Center Service for Professional Services on 2024-06-18. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Richard Fleischman & Associates (RFA) digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Richard Fleischman & Associates (RFA) Technographics
Richard Fleischman & Associates (RFA) is a Professional Services organization based in United States,
with around 300 employees and annual revenues of $22.0 million.
Richard Fleischman & Associates (RFA) operates a diverse technology stack with applications such as
Hubspot Live Chat, Adobe Connect and Hubspot CRM,
covering areas like Chatbots and Conversational AI, Audio Video and Web Conferencing and CRM.
Richard Fleischman & Associates (RFA) has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as HubSpot and Adobe Systems.
Richard Fleischman & Associates (RFA) recently adopted applications including
Hubspot Marketing Automation in 2021, ActiveCampaign in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Richard Fleischman & Associates (RFA)’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Richard Fleischman & Associates (RFA)’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 Richard Fleischman & Associates (RFA) technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.