Seneco & Associates Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Seneco & Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Seneco & Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Seneco & Associates has purchased the following applications: Microsoft 365 for Collaboration in 2019, Wix.com for Web Content Management in 2022, SmartOffice CRM for CRM in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Seneco & Associates is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Wix.com 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 Seneco & Associates revenues, which have grown to $4.0 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 Seneco & Associates 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
|
|
|
|
|
Collaboration | Collaboration |
|
2022 | 2022 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wix.com | Legacy | Wix.com | Web Content Management | Content Management | n/a | 2022 | 2022 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SmartOffice | Legacy | SmartOffice CRM | CRM | CRM | n/a | 2011 | 2011 |
In 2011 Seneco & Associates implemented SmartOffice CRM as its financial-services practice-management system, using the application to centralize client records and workflow within the CRM category. The deployment consolidated more than 1,000 contacts and was configured to capture the majority of staff activity across the small United States advisory firm.
SmartOffice CRM configuration emphasized activity tracking and document and policy tracking capabilities, enabling staff to log client interactions, associate insurance-related documents with policy records, and maintain a persistent activity timeline. The implementation included phone tracking integrated into contact records to surface call history and facilitate activity attribution, and workflows were aligned to brokerage style task assignments and follow up routines consistent with CRM practice management.
Operational coverage focused on core business functions including client service, policy administration, and sales activities for the United States practice. Integrated phone tracking tied inbound and outbound call events directly into SmartOffice CRM contact profiles, and the system captured staff activity to support ongoing client engagement and administrative continuity.
Rollout reflected heavy CRM adoption across the 20 person firm, which required standardized processes for activity logging and document tagging to ensure data consistency and operational governance. The implementation produced reported increases in operational efficiency and client satisfaction as part of the firm s practice-management use of SmartOffice CRM.
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2022 | 2022 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2022 | 2022 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2023 | 2023 |
|
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||