ShelfGenie
5500 Interstate North Parkway, Suite 250,
Atlanta, 30328, GA,
United States
Atlanta, 30328, GA,
United States
1 770-955-4375
Consumer Packaged Goods
ShelfGenie Technographics
ShelfGenie Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by ShelfGenie and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 ShelfGenie employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that ShelfGenie has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2015, CallRail Call Tracking for Call Tracking and Recording 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 ShelfGenie is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , CallRail 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 ShelfGenie revenues, which have grown to $20.0 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 ShelfGenie 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.
ShelfGenie Tech Stack and Enterprise Applications
ShelfGenie ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, ShelfGenie implemented Intuit Quickbooks Enterprise as its ERP Financial application to centralize core accounting functions and financial reporting. The deployment focused on financial operations rather than broader ERP modules, aligning the Intuit Quickbooks Enterprise application with Treasury, Accounts Payable, and Reporting workflows.
Configuration centered on general ledger management, accounts payable processing, bank reconciliation routines, and data import capabilities. The implementation used QuickBooks application import tools to bring transactional data into Intuit Quickbooks Enterprise, and reporting was compiled on demand using both Intuit Quickbooks Enterprise and Excel to meet internal reporting requests.
ShelfGenie integrated Intuit Quickbooks Enterprise with Concur technology systems to coordinate vendor invoices and the approval process, maintaining a combined workflow between AP in Intuit Quickbooks Enterprise and Concur driven approvals. Operational coverage was focused on the finance and accounting functions within the United States, with daily monitoring of bank account balances and a weekly reconciliation cadence implemented to support cash control and payable processing.
Governance established a predictable cadence for daily bank balance monitoring and weekly reconciliations, and formalized invoice approval routing through Concur linked to AP records in Intuit Quickbooks Enterprise. Processes emphasized consistent data import discipline and request driven reporting, positioning Intuit Quickbooks Enterprise as the authoritative financial ledger for routine accounting and vendor payment workflows.
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ShelfGenie Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 ShelfGenie implemented Microsoft 365 to provide core Collaboration capabilities across the organization. ShelfGenie is a 200-employee consumer packaged goods company that standardized on Microsoft 365 to consolidate productivity, email, and team collaboration under a single vendor platform.
The deployment of Microsoft 365 included standard Collaboration modules such as Exchange Online for corporate email, SharePoint Online for intranet and document management, OneDrive for personal file sync, Microsoft Teams for real-time communication, and the Office productivity suite for desktop and web authoring. Microsoft 365 is used on their website according to site metadata, indicating tenant-level services extend to customer or public-facing workflows.
Operational governance appears to follow typical Microsoft 365 patterns, with tenant administration, identity management and single sign-on via Microsoft identity services, and role-based access controls to segment content across functions such as sales, marketing, and operations. Configuration and user provisioning reflect a centralized Collaboration posture appropriate for a mid-market CPG firm, focused on simplifying communication, content sharing, and cross-functional coordination without additional named third-party integrations disclosed.
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ShelfGenie CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CallRail | Legacy | CallRail Call Tracking | Call Tracking and Recording | CRM | n/a | 2020 | 2020 |
In 2020, ShelfGenie implemented CallRail Call Tracking on their website. The deployment uses CallRail Call Tracking as a Call Tracking and Recording solution to capture inbound phone activity originating from digital channels and web pages.
The implementation centers on web-based tracking scripts and dynamic number insertion to attribute calls to specific landing pages and marketing campaigns, with call recording and session-level attribution enabled to preserve audio and metadata for analysis. Configuration included provisioning site-level tracking, mapping marketing touchpoints to phone number pools for channel attribution, and establishing CallRail dashboards for call analytics and call logs.
Operational ownership landed with marketing operations and inside sales groups, who consume CallRail Call Tracking data to inform campaign attribution and lead qualification workflows. Governance emphasized centralized configuration of tracking rules and number pools, ongoing monitoring of call logs and recordings through CallRail user interfaces, and role-based access for marketing, sales, and support teams.
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CRM | CRM |
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2016 | 2016 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2021 | 2021 |
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ShelfGenie ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2016 | 2016 |
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ShelfGenie 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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2020 | 2020 |
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ShelfGenie PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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ShelfGenie 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2008 | 2008 |
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Content Delivery Network | 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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IT Decision Makers and Key Stakeholders at ShelfGenie
| First Name | Last Name | Title | Function | Department | Phone | |
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Owner | CXO | Finance | |
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Controller | Director | Finance | |
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Chief Operating Officer | CXO | Finance | |
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Director of Operations and Manufacturing | Director | Finance | |
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CEO | CXO | Finance | |
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Apps Being Evaluated by ShelfGenie Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from ShelfGenie IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the ShelfGenie digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD ShelfGenie Technographics
ShelfGenie is a Consumer Packaged Goods organization based in United States,
with around 200 employees and annual revenues of $20.0 million.
ShelfGenie operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and CallRail Call Tracking,
covering areas like ERP Financial, Collaboration and Call Tracking and Recording.
ShelfGenie has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and CallRail.
ShelfGenie recently adopted applications including
Adobe Audience Manager in 2021, Adobe Analytics Cloud in 2021 and Adobe Marketing Cloud (ex Omniture) in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of ShelfGenie’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates ShelfGenie’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 ShelfGenie technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.