Pleasanton, 94588, CA,
United States
SmartERP Technographics
SmartERP Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SmartERP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 SmartERP employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
SmartERP has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2020, Zoominfo Platform for Account Based Marketing in 2021, Atlassian Jira Service Desk for IT Service Management 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 SmartERP is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Microsoft , Zoominfo 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 SmartERP revenues, which have grown to $37.0 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 SmartERP 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.
SmartERP Tech Stack and Enterprise Applications
SmartERP Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, SmartERP implemented Zoom as its Audio Video and Web Conferencing solution and exposed meeting access directly on its public website. The implementation supports client-facing booking and meeting entry flows alongside internal team collaboration for a 350 person professional services firm, enabling external clients to join virtual consultations and project update meetings from the website.
Zoom is provisioned as a cloud-hosted conferencing platform and configured for standard Audio Video and Web Conferencing capabilities such as scheduled meetings, screen sharing, participant controls, and meeting recording to support delivery, client services, and sales functions. Governance is managed through centralized administrative account controls and meeting policy configuration to manage user permissions and external access, with website-embedded join workflows used to streamline client interactions. The relationship is SmartERP Zoom Audio Video and Web Conferencing for client-facing and internal communications.
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Collaboration | Collaboration |
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2018 | 2018 |
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SmartERP CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | Zoominfo Platform | Account Based Marketing | CRM | n/a | 2021 | 2021 |
In 2021 SmartERP implemented Zoominfo Platform as an Account Based Marketing solution, deploying the Zoominfo Platform directly on its corporate website to support account identification and engagement workflows. The deployment is explicitly web-facing, instrumenting site-level lead capture and visitor identification to surface account and contact signals for inbound qualification.
Configuration centered on standard Account Based Marketing capabilities, including account targeting, contact enrichment, intent signal consumption, website visitor identification, and list segmentation to support targeted outreach. Zoominfo Platform was configured to enrich form submissions and to drive account lists used by demand programs, aligning enrichment and intent workflows with marketing automation processes.
Operationally the implementation covers marketing and sales demand generation workflows, where website-based signals feed account-based playbooks and lead qualification routing. Governance adjustments focused on managing enriched contact data, consent and tracking on the website, and aligning enrichment rules with qualification and routing processes to operationalize Account Based Marketing across the revenue team.
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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SmartERP ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Atlassian | Legacy | Atlassian Jira Service Desk | IT Service Management | ITSM | n/a | 2020 | 2020 |
In 2020, SmartERP deployed Atlassian Jira Service Desk as its IT Service Management solution. The implementation was provisioned as a web accessible, customer facing service portal embedded on SmartERP's website to centralize incoming support requests and simplify external ticket intake. SmartERP uses Atlassian Jira Service Desk in the IT Service Management category to manage both customer support interactions and internal IT service operations.
Configuration focused on standard IT Service Management capabilities, including service request catalogs, incident management queues, knowledge base linkage for self service, SLA schemes, and automation rules for triage and priority routing. The Atlassian Jira Service Desk configuration emphasized role based queues and configurable workflows to support assigned ownership and automated escalations consistent with ITSM best practices.
The only disclosed integration point is the website embedded portal, which routes customer submitted requests into the Atlassian Jira Service Desk instance. Operational coverage spans SmartERP's service delivery, client success, and internal IT teams within the United States, providing a unified intake and ticket lifecycle for those business functions.
Governance was organized around IT and service team responsibilities, with formalized SLA tracking, escalation workflow definitions, and role based access controls to enforce assignment and approval policies. Atlassian Jira Service Desk serves as SmartERP's central IT Service Management application for customer facing support and internal ticketing workflows.
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SmartERP 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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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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2018 | 2018 |
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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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at SmartERP
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| VP Sales | VP | Sales | ||||
| VP Business Development | VP | Sales | ||||
| VP Sales | VP | Sales | ||||
| Marketing Director | Director | Marketing | ||||
| CEO | CXO | Operations |
Apps Being Evaluated by SmartERP Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||