Overland Park, 66210, KS,
United States
Synchronize Technographics
Synchronize Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Synchronize and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Synchronize employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Synchronize has purchased the following applications: Adobe WorkFront for Business Process Management in 2022, Levitate Platform for Marketing Automation in 2024, Microsoft 365 for Collaboration in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Synchronize is running and its propensity to invest more and deepen its relationship with Adobe Systems , Levitate , Act-On Software 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 Synchronize revenues, which have grown to $5.0 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 Synchronize 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.
Synchronize Tech Stack and Enterprise Applications
Synchronize ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe WorkFront | Business Process Management | ERP Services and Operations | n/a | 2022 | 2022 |
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Synchronize CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Levitate | Legacy | Levitate Platform | Marketing Automation | CRM | n/a | 2024 | 2024 |
In 2024, Synchronize implemented the Levitate Platform to automate personalized email outreach and weekly communications for the financial advisory firms it serves, using the Levitate Platform as a Marketing Automation solution. The deployment targeted client engagement workflows and advisor-facing outreach, aligning campaign management and automated messaging with Synchronize's service offerings to financial advisors.
The implementation leveraged inferred Levitate Platform modules including email automations and campaign management to create personalized templates, cadence-based weekly communications, and segmentation-driven outreach. Configuration emphasized automated send schedules and personalization tokens to scale advisor-client touches while maintaining consistent messaging for advisory practices.
Operational scope covered Synchronize's client engagement and marketing functions that support advisor communications across its U.S. operations. Integrations with other systems were not specified in the source information, so the implementation narrative focuses on in-platform automation and campaign orchestration within the Levitate Platform.
Vendor-reported results include an approximately 80 percent average open rate compared with about 40 percent prior, and an estimated nineteen thousand two hundred dollars per year saved via automation. Synchronize tracked these vendor-reported engagement and cost-savings metrics as part of the Levitate Platform implementation.
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Marketing Automation | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2023 | 2023 |
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Synchronize Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2022 | 2022 |
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Synchronize Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2023 | 2023 |
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Web Content Management | Content Management |
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2024 | 2024 |
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Synchronize eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2023 | 2023 |
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Synchronize PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2021 | 2021 |
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Apps Development | PaaS |
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2025 | 2025 |
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Transactional Email | PaaS |
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2022 | 2022 |
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Transactional Email | PaaS |
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2022 | 2022 |
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Synchronize 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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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Domain Name System (DNS) | IaaS |
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2022 | 2022 |
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Domain Name System (DNS) | IaaS |
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2022 | 2022 |
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Network Management and Monitoring | IaaS |
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2022 | 2022 |
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Synchronize CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Sockets Layer (SSL) | CyberSecurity |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at Synchronize
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Synchronize Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||