Sucess Partners
5800 Democracy Drive, Suite 100,
Plano, 75024, TX,
United States
Plano, 75024, TX,
United States
1 800-752-2030
Professional Services
Sucess Partners Technographics
Sucess Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sucess Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Sucess Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Sucess Partners has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, Crisp for Chatbots and Conversational AI in 2019, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Sucess Partners is running and its propensity to invest more and deepen its relationship with Oracle , Crisp IM , Microsoft 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 Sucess Partners 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 Sucess Partners 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.
Sucess Partners Tech Stack and Enterprise Applications
Sucess Partners ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014, Sucess Partners implemented Oracle NetSuite ERP as an ERP Financial application. The deployment focused on a departmental rollout within the company finance and accounting organization, where an internal team member became the application administrator and primary system owner.
Configuration work centered on core financial modules including general ledger, accounts payable, and accounts receivable, with chart of accounts and transaction posting rules adjusted to support company workflows. The Oracle NetSuite ERP instance was configured for transaction controls and role based access, with the administrator managing system settings, templates for invoicing and billing, and scheduled maintenance tasks.
During the implementation the team integrated Vertex tax software with the ERP Financial environment to centralize tax calculation and reporting, aligning tax determination with invoicing and purchase workflows. Data synchronization processes were established to ensure master data and transactional flows supported real time tax calculation during sales and AP processing.
Governance shifted to an internal NetSuite administrator who handled user provisioning, configuration change control, and go live support, and who coordinated end user training during the departmental rollout. Process adjustments emphasized standardized accounting workflows and controlled configuration governance to sustain the Oracle NetSuite ERP and Vertex tax integration.
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Sucess Partners AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Crisp IM | Legacy | Crisp | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Success Partners implemented Crisp on their public website. Success Partners deployed Crisp as a Chatbots and Conversational AI solution to manage client engagement and front‑door lead capture across the site, embedding the Crisp web chat widget site wide and exposing conversational entry points on key pages.
Configuration centered on conversational automation and live agent workflows within Crisp, using automated messaging flows, canned responses, shared inbox management, and session tracking to support sales, marketing, and client services. Governance structured message ownership in the client services function with defined escalation paths and operating hours for the web channel, and the deployment relied on a cloud hosted conversational layer embedded in the site to centralize customer messaging and streamline inbound inquiry handling.
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Sucess Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016 Sucess Partners implemented Microsoft 365 as its primary Collaboration platform across the organization. The deployment targeted the firm’s professional services teams and administrative staff, establishing Microsoft 365 as the central collaboration layer for email, file storage, and team communications.
Microsoft 365 was configured to provide core Collaboration capabilities including Exchange Online for corporate email, Microsoft Teams for real time chat and meetings, SharePoint for intranet and document libraries, and OneDrive for individual file sync and sharing. Configuration emphasized tenant level user provisioning and mailbox setup, document library architecture and site collections in SharePoint, Teams topology for project and client workspaces, and client endpoint configuration for file synchronization.
Operational governance centered on tenant administration with Azure Active Directory identity and access control, role based access management for Teams and SharePoint sites, and application of Microsoft 365 compliance controls such as retention and data loss prevention policies. The implementation notes that Microsoft 365 is also surfaced on their website, indicating public facing or embedded Microsoft 365 components are in use alongside internal Collaboration services.
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Sucess Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Support | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sucess Partners 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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2020 | 2020 |
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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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2015 | 2015 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Sucess Partners
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Financial Officer | CXO | Finance | |
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Vice President, Sales | VP | Sales | |
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Senior VP Strategic Marketing | VP | Marketing | |
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Controller | Director | Finance | |
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Senior Accountant | Manager | Finance | |
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Apps Being Evaluated by Sucess Partners Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Sucess Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Sucess Partners 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 Sucess Partners Technographics
Sucess Partners is a Professional Services organization based in United States,
with around 200 employees and annual revenues of $20.0 million.
Sucess Partners operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Crisp and Microsoft 365,
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Sucess Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Crisp IM and Microsoft.
Sucess Partners recently adopted applications including
Amazon EC2 in 2020, Crisp in 2019 and Amazon CloudFront in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Sucess Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Sucess Partners’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 Sucess Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.