Portland, 97204, OR,
United States
Smarsh Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Smarsh and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1400 Smarsh employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Smarsh has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2010, Culture Amp for Employee Experience in 2021, Drift AI Chatbot for Chatbots and Conversational AI in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Smarsh is running and its propensity to invest more and deepen its relationship with Intuit , Sage , Zuora 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 Smarsh revenues, which have grown to $200.0 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 Smarsh 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP Financial Management | x | 2010 | 2010 |
In 2010, Smarsh implemented Intuit Quickbooks Enterprise to establish a centralized ERP Financial platform for its finance and accounting operations in the United States. The deployment was positioned to consolidate transactional accounting and provide a single source for general ledger activity, accounts payable workflows, and accounts receivable processing under Intuit Quickbooks Enterprise.
Configuration emphasized core ERP Financial modules typical for mid-market financial systems, including general ledger, accounts payable, accounts receivable, fixed asset tracking, and financial reporting. The implementation included workflow configuration for invoice processing, role based user permissions for finance staff, and standardized month end close and reconciliation procedures to drive consistent accounting controls and governance across Smarsh finance and accounting functions.
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ERP Financial | ERP Financial Management |
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2017 | 2017 |
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Subscription and Recurring Billing | ERP Financial Management |
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2020 | 2020 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Culture Amp | Legacy | Culture Amp | Employee Experience | HCM | n/a | 2021 | 2021 |
In 2021, Smarsh implemented Culture Amp in an Employee Experience role, surfacing the application through smarsh.cultureamp.com for employee access. The deployment uses Culture Amp as a cloud-hosted Employee Experience platform to centralize engagement and feedback workflows for Smarsh employees.
Configuration focused on core Employee Experience capabilities typical of the category, including recurring pulse and engagement surveys, structured performance review workflows, and qualitative feedback collection. Culture Amp was configured with customizable review templates, role-based visibility controls, and scheduled survey cadences to align with Smarsh people management processes.
Operational ownership was placed with Smarsh People and HR functions, which administered user access, configuration, and phased rollout across organizational units while exposing the platform via the company subdomain for internal use. Governance emphasized survey cadence, confidentiality controls, and administrative oversight to incorporate Culture Amp into existing performance management and people operations workflows.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018 Smarsh implemented Drift AI Chatbot on its public website, deploying the Drift AI Chatbot as a front line conversational interface for external visitors. The deployment is categorized under Chatbots and Conversational AI and was positioned to manage inbound engagement and initial qualification directly on the company website.
The implementation focused on conversational engagement capabilities typical of Chatbots and Conversational AI, including automated responses, contextual question and answer flows, and lead capture workflows to support cross functional handoffs. Drift AI Chatbot was configured to handle standard conversational routing and scripted qualification paths, with conversational content authored to reflect Smarsh service offerings and buyer intent.
Operational ownership sits with customer facing teams, with the website channel serving as the primary scope of coverage and marketing and sales functions identified as primary stakeholders. Governance emphasized conversational content controls, escalation rules for human handoff, and monitoring of session flows to maintain consistent messaging and compliance with corporate communication standards.
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Chatbots and Conversational AI | AI-Powered Application |
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2021 | 2021 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Collaboration | Collaboration |
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2013 | 2013 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2020 | 2020 |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Account Based Marketing | CRM |
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2019 | 2019 |
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Call Tracking and Recording | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2015 | 2015 |
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Listing Management | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2012 | 2012 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2020 | 2020 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incident Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2018 | 2018 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2021 | 2021 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Configure Price Quote (CPQ) | SPM |
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2021 | 2021 |
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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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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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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