San Diego, 92101, CA,
United States
SOCi Technographics
SOCi Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SOCi and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 SOCi employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SOCi has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Greenhouse ATS for Applicant Tracking System in 2020, OpenAI GPT-4 for Generative AI Platforms in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems SOCi is running and its propensity to invest more and deepen its relationship with Intuit , Greenhouse , Paylocity 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 SOCi revenues, which have grown to $75.0 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 SOCi 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.
SOCi Tech Stack and Enterprise Applications
SOCi ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, SOCi implemented Intuit Quickbooks Enterprise as its core ERP Financial system for corporate finance. The deployment targeted the companys U.S. finance and HR/payroll operations, aligning the ERP Financial platform with the needs of a 700 employee professional services firm.
The Intuit Quickbooks Enterprise implementation focused on standard financial management modules, including general ledger, accounts payable, accounts receivable, financial reporting, and payroll workflows. Configuration work emphasized chart of accounts alignment, transaction classification rules, and reporting structures to support operational accounting and statutory reporting needs.
Integrations and continuity aspects were addressed by aligning the deployment with QuickBooks Online workflows and by configuring the environment to operate alongside Intuit payroll software, preserving payroll processing continuity and data flows between accounting and HR payroll functions. Operational coverage centered on centralized finance teams and HR payroll administrators in the United States, with data consolidation and reconciliation workflows planned across those groups.
Governance and process changes accompanied the rollout, establishing consolidated accounting procedures, a centralized month end close cadence, and role based access controls for finance and payroll users. The implementation narrative for Intuit Quickbooks Enterprise reflects an ERP Financial centric approach to unify transactional accounting and payroll processes within SOCis finance operations.
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SOCi HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2020 | 2020 |
In 2020, SOCi deployed Greenhouse ATS as its Applicant Tracking System. The HR Operations & Systems Specialist role at SOCi is documented as owning day-to-day administration of Greenhouse ATS, including system administration, data entry, candidate pre-boarding and reporting support to ensure operational continuity for recruiting and onboarding workflows.
Greenhouse ATS configuration at SOCi centers on standard applicant tracking capabilities, with administration focused on candidate lifecycle management, offer and pre-boarding sequencing, and recruiting reporting. The implementation narrative emphasizes routine data audits and system configuration managed by HR Operations to maintain data integrity, and supports talent acquisition operations through configurable workflows and reporting for recruiting teams.
Operationally, Greenhouse ATS is administered alongside SOCi’s core HRIS Paylocity and EOR system Deel, with the HR Operations & Systems Specialist owning processes that span offer acceptance, pre-boarding activities, and offboarding tasks. The setup is scoped to HR operations and talent acquisition functions, handled remotely for the United States, and coordinates with HR business partners for leave of absence processing and employee lifecycle events.
Governance and process controls include ownership and maintenance of HR Systems documentation, coordination with the Senior Manager, HR Systems on strategic projects, and administrative support for compensation initiatives, benefits program administration, and survey and compliance reporting. The implementation is positioned as an operational, systems-first ATS deployment supporting SOCi’s recruiting, onboarding, and HR operations workflows.
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Core HR | HCM |
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2020 | 2020 |
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Payroll | HCM |
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2021 | 2021 |
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SOCi AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| OpenAI | Legacy | OpenAI GPT-4 | Generative AI Platforms | AI Development | n/a | 2023 | 2023 |
In 2023, SOCi integrated OpenAI GPT-4 into its product suite to accelerate AI-driven review management. The company framed this move within the Generative AI Platforms category as part of a broader investment in artificial intelligence funded by a reported $120 million raise, targeting automated and personalized customer engagement for multi-location brands.
The implementation centered on SOCi’s online review response tool, which was configured to generate personalized, context-aware replies and to surface suggested responses for corporate review. OpenAI GPT-4 was embedded into SOCi’s developing Genius product line to enable natural language generation, template orchestration, and automated response suggestion workflows that reduce manual drafting workload while preserving brand voice.
Integrations were explicit to review ecosystems, the review response tool connects with major review sites including Google, Facebook, and Yelp, enabling centralized orchestration of reputation management for customers such as Ace Hardware, Jersey Mike’s, Kumon, and Ford. Operational coverage targets enterprise marketing and reputation teams that manage reviews across thousands of local sites, shifting execution from dispersed location-level handlers to centralized corporate oversight.
Governance and process changes emphasized a corporate review layer that vets automated outputs before publication, enabling a smaller central team to monitor responses at scale. SOCi reported that the approach delivers efficiency and cost savings and improves customer experience and brand reputation, framing the OpenAI GPT-4 integration as a core component of its Generative AI Platforms capabilities for digital marketing and reputation management.
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SOCi AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Chatbots and Conversational AI | AI-Powered Application |
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2017 | 2017 |
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SOCi 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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2021 | 2021 |
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Collaboration | Collaboration |
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2013 | 2013 |
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Collaboration | Collaboration |
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2021 | 2021 |
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SOCi Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Contract Lifecycle Management | Content Management |
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2021 | 2021 |
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SOCi CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2019 | 2019 |
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Account Based Marketing | CRM |
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2024 | 2024 |
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Account Based Marketing, Sales Engagement | CRM |
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2019 | 2019 |
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Customer Support | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2019 | 2019 |
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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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2021 | 2021 |
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Sales Engagement | CRM |
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2021 | 2021 |
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SOCi ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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SOCi PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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SOCi 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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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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2016 | 2016 |
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Content Delivery Network | 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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IT Decision Makers and Key Stakeholders at SOCi
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by SOCi Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||