Pensacola, 32501, FL,
United States
Saltmarsh, Cleaveland and Gund Technographics
Saltmarsh, Cleaveland and Gund Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Saltmarsh, Cleaveland and Gund and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 Saltmarsh, Cleaveland and Gund employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Saltmarsh, Cleaveland and Gund has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2001, Microsoft 365 for Collaboration in 2017, Exclaimer Cloud Signatures for Office 365 for Digital Signing in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Saltmarsh, Cleaveland and Gund is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , GoDaddy 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 Saltmarsh, Cleaveland and Gund revenues, which have grown to $15.0 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 Saltmarsh, Cleaveland and Gund 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.
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.
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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.
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Collaboration | Collaboration |
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2020 | 2020 |
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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.
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Digital Signing | Content Management |
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2021 | 2021 |
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Saltmarsh, Cleaveland and Gund CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2020 | 2020 |
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Saltmarsh, Cleaveland and Gund 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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2019 | 2019 |
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Saltmarsh, Cleaveland and Gund CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Saltmarsh, Cleaveland and Gund
Apps Being Evaluated by Saltmarsh, Cleaveland and Gund Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
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