Tampa, 33610, FL,
United States
Synergy Equipment Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Synergy Equipment and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 450 Synergy Equipment employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Synergy Equipment has purchased the following applications: CDK IntelliDealer Financial Management for Automotive ERP in 2015, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, CallRail Call Tracking for Call Tracking and Recording in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Synergy Equipment is running and its propensity to invest more and deepen its relationship with CDK Global , InTempo Software , Cisco Systems 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 Synergy Equipment revenues, which have grown to $45.0 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 Synergy Equipment 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 Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CDK Global | Legacy | CDK IntelliDealer Financial Management | Automotive ERP | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015 Synergy Equipment implemented CDK IntelliDealer Financial Management as its Automotive ERP to support dealership accounting and core financial operations. CDK IntelliDealer Financial Management functions as the company’s central dealership ERP application, consolidating transactional financial processing and general ledger control for sales, parts and service revenue streams.
The deployment emphasized financial management capabilities common to Automotive ERP deployments, including general ledger, accounts payable, accounts receivable, fixed asset accounting and cash management, configured to centralize period controls and transactional posting workflows. CDK IntelliDealer Financial Management was configured to enforce a standardized chart of accounts and financial period processes to align dealership revenue recognition with corporate accounting requirements.
Operational coverage included business and dealership ERP support across Synergy Equipment’s United States operations, with a defined server administrator oversight function responsible for application server provisioning, patching and backup orchestration for CDK IntelliDealer Financial Management. Day to day support focused on accounting, finance and dealership operations users, ensuring application availability and transactional integrity.
Governance emphasized role based access for financial users and a server administration governance model paired with standardized reconciliation and month end close workflows to maintain accounting controls. No named system integrators or third party integrations were specified in the source notes, the implementation narrative centers on CDK IntelliDealer Financial Management as the Automotive ERP supporting Synergy Equipment’s accounting function.
|
|
|
|
|
Dealership Management | ERP Services and Operations |
|
2022 | 2022 |
|
|
|
|
|
Real Estate Property Management | ERP Services and Operations |
|
2018 | 2018 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Synergy Equipment implemented Cisco Webex Meetings to provide Audio Video and Web Conferencing capabilities for both external customer interactions and internal collaboration. The deployment places Cisco Webex Meetings on the company website to enable visitors to access meeting join links and initiate customer-facing sessions directly from the web presence.
The implementation leverages core meeting capabilities typical of Audio Video and Web Conferencing, including multi-party video, screen sharing, browser-based join, and hosted meeting orchestration. Configuration prioritizes browser access and centralized administration of conferencing sessions to reduce endpoint friction across sales, service, and field operations.
Operational scope covers customer engagement workflows alongside internal collaboration for a United States based automotive supplier with approximately 450 employees. Governance centers on standardized meeting policies and centralized tenant administration within Cisco Webex Meetings, while the public website integration provides the primary session initiation and access point for external users.
|
|
|
|
|
Collaboration | Collaboration |
|
2019 | 2019 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CallRail | Legacy | CallRail Call Tracking | Call Tracking and Recording | CRM | n/a | 2021 | 2021 |
In 2021 Synergy Equipment implemented CallRail Call Tracking on their website to introduce Call Tracking and Recording capabilities for inbound phone lead visibility. The CallRail Call Tracking deployment was configured to capture and attribute inbound calls from digital channels, and it uses standard category capabilities such as dynamic number insertion, per-source call attribution, call recording, and centralized reporting dashboards.
Implementation scope focuses on marketing, sales, and customer service workflows, with website instrumentation as the primary data collection layer. Governance and operational configuration center on access to call recordings, attribution reporting for campaign measurement, and call handling rules to route inbound leads to appropriate sales and service lines.
|
|
|
|
|
Marketing Automation | CRM |
|
2016 | 2016 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
|
|
|
|
Tag Management | CRM |
|
2020 | 2020 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
|
2021 | 2021 |
|
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||