Atlanta, 30307, GA,
United States
Small Business Services Technographics
Small Business Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Small Business Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Small Business Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Small Business Services has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Intuit Mailchimp for Marketing Automation in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Small Business Services is running and its propensity to invest more and deepen its relationship with Intuit 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 Small Business Services revenues, which have grown to $18.0 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 Small Business Services 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.
Small Business Services Tech Stack and Enterprise Applications
Small Business Services 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, Small Business Services implemented Intuit Quickbooks Enterprise as its ERP Financial platform. The deployment centralized core accounting and financial management for the 150-employee United States firm, providing a structured system for transaction recording and financial consolidation. The implementation configured core modules including general ledger, accounts payable, accounts receivable, inventory management, and financial reporting to support routine accounting, billing cycles, and statutory reporting requirements.
Building on four to five years of operational experience with QuickBooks Pro, the Intuit Quickbooks Enterprise configuration emphasized a standardized chart of accounts, role based security, automated recurring journal entries, and recurring billing workflows. The rollout focused on finance and accounting process standardization, month end close discipline, and audit trail capabilities consistent with ERP Financial operations, with governance concentrated in finance leadership to control master data and access rights across the company.
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Small Business Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2019 | 2019 |
In 2019 Small Business Services implemented Intuit Mailchimp as its Marketing Automation solution to centralize email marketing and on-site subscriber capture. The deployment focuses on using Intuit Mailchimp on their website to run customer-facing email campaigns and on-site sign up flows, supporting marketing and customer communications for the company’s small business banking and financial services operations in the United States.
The implementation is organized around core Marketing Automation capabilities, including audience management and segmentation, campaign builder and templating, automated email workflows, embedded signup forms, and basic campaign reporting. Deployment architecture centers on embedding Mailchimp scripts and forms into the corporate website to synchronize subscriber lists and trigger automated journeys, with administration and governance retained by the marketing function to manage opt-in consent, template standards, and campaign scheduling.
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IT Decision Makers and Key Stakeholders at Small Business Services
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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President/CEO | CXO | Finance | |
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Small Business Comptroller | Director | Finance | |
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Tax & Financial Planning Consultant | Manager | Finance | |
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Apps Being Evaluated by Small Business Services Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||