AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Saltmarsh, Cleaveland and Gund Tech Stack and Enterprise Applications

Saltmarsh, Cleaveland and Gund ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2001 2001
In 2001, Saltmarsh, Cleaveland and Gund implemented Intuit Quickbooks Enterprise. The deployment established Intuit Quickbooks Enterprise as the firmwide ERP Financial application supporting accounting, billing, and financial reporting for the 120-employee professional services firm, centralizing core finance and accounting workflows under a single vendor platform. Configuration work emphasized standard ERP Financial modules, including general ledger configuration, accounts payable, accounts receivable, fixed asset tracking, and advanced reporting and analytics capabilities available in Intuit Quickbooks Enterprise. The implementation used multi-user network deployment and role based access controls to segregate duties across finance staff, with chart of accounts standardization, period close workflow automation, and audit trail controls instituted to support month end processes. Rollout included configuration-driven governance for accounting policies and user permissions, classroom and hands-on training for accounting teams, and staged enablement of billing and reporting functions to align with professional services operations.
Saltmarsh, Cleaveland and Gund Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
In 2017 Saltmarsh, Cleaveland and Gund implemented Microsoft 365 as their Collaboration platform and the deployment is visible through usage referenced on the company website. Microsoft 365 is presented as the firmwide collaboration layer supporting online content and communications for the professional services organization. The implementation centers on Collaboration capabilities that map to email, document management, intranet content and real time team communication. Microsoft 365, including components such as Exchange Online, SharePoint Online, OneDrive for Business and Microsoft Teams, aligns with these functional needs and provides document collaboration, site content hosting and team collaboration services. Operational coverage spans the Saltmarsh professional services organization of approximately 120 employees in the United States, supporting client engagement and internal workflows for accounting, tax, audit and corporate operations. Deployment patterns for this scale typically include centralized user provisioning and role based access controls to manage internal permissions and external sharing on public site content. Governance and information control are implemented in line with Collaboration category practices, emphasizing centralized identity and access management via Microsoft identity services, controlled document sharing and site content governance to maintain client confidentiality and compliance for a CPA firm. The narrative focuses on Microsoft 365 as the Collaboration platform for Saltmarsh, Cleaveland and Gund and the platform relationship to professional services business functions.
Collaboration Collaboration 2020 2020
Saltmarsh, Cleaveland and Gund Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Exclaimer Legacy Exclaimer Cloud Signatures for Office 365 Digital Signing Content Management n/a 2017 2017
In 2017, Saltmarsh, Cleaveland and Gund implemented Exclaimer Cloud Signatures for Office 365 to centralize corporate signature management. The deployment uses Exclaimer Cloud Signatures for Office 365 as a cloud-hosted layer connected to the firm’s Office 365 environment, and the implementation is categorized under Digital Signing. The configuration focused on centralized signature templates and rule-based policy enforcement, with dynamic insertion of user directory attributes into signature blocks and consistent rendering at send time. Functional capabilities implemented include template design and distribution, policy scoping by role and department, and a centralized administration console for signature lifecycle management. Integration points are centered on Office 365 mail flow where signatures are applied to outbound email for the firm’s approximately 120 employees, and the Exclaimer footprint is surfaced on the company website. Operational ownership was organized between IT and corporate communications to enforce brand and compliance controls, with delegated template update processes to marketing and regional managers to maintain consistency across client-facing communications.
Digital Signing Content Management 2021 2021
Saltmarsh, Cleaveland and Gund CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Automation CRM 2020 2020
Saltmarsh, Cleaveland and Gund IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Saltmarsh, Cleaveland and Gund CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2013 2013

IT Decision Makers and Key Stakeholders at Saltmarsh, Cleaveland and Gund

First Name Last Name Title Function Department Email Phone
President CXO Finance
Manager, Tax and Accounting Services Manager Finance
Director - Tax Services Director Finance
Manager, Financial Institution Consulting Manager Finance

Apps Being Evaluated by Saltmarsh, Cleaveland and Gund Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Saltmarsh, Cleaveland and Gund IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Saltmarsh, Cleaveland and Gund digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Saltmarsh, Cleaveland and Gund Technographics
Saltmarsh, Cleaveland and Gund is a Professional Services organization based in United States, with around 120 employees and annual revenues of $15.0 million.
Saltmarsh, Cleaveland and Gund operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Microsoft 365 and Exclaimer Cloud Signatures for Office 365, covering areas like ERP Financial, Collaboration and Digital Signing.
Saltmarsh, Cleaveland and Gund has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Microsoft and Exclaimer.
Saltmarsh, Cleaveland and Gund recently adopted applications including DocuSign eSignature in 2021, GoDaddy Webmail in 2020 and Mindmatrix Marketing Automation in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Saltmarsh, Cleaveland and Gund’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Saltmarsh, Cleaveland and Gund’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 Saltmarsh, Cleaveland and Gund technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.