TAG Inc.
1227 Prospect St. Suite 200,
La Jolla, 92037, CA,
United States
La Jolla, 92037, CA,
United States
1 619-225-9322
Banking and Financial Services
TAG Inc. Technographics
TAG Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TAG Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 TAG Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that TAG Inc. has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2017, Oracle NetSuite CRM for CRM in 2007 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems TAG Inc. is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Oracle 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 TAG Inc. 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 TAG Inc. 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.
TAG Inc. Tech Stack and Enterprise Applications
TAG Inc. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, TAG Inc. implemented Intuit Quickbooks Enterprise to address core accounting functions. The deployment was scoped to centralize the company financial operations under an ERP Financial framework for the 50 person banking and financial services firm.
The implementation configured Intuit Quickbooks Enterprise with standard financial modules including general ledger, accounts payable, accounts receivable, invoicing, bank reconciliation, and a configurable chart of accounts to support period close and financial reporting. Configuration work emphasized concurrent accounting controls, role based permissions, audit trail capabilities, and customized reporting to align with the firm s small finance team workflows.
Deployment architecture used a small scale client server installation within TAG Inc. infrastructure to enable concurrent access by finance and operations staff and to leverage existing skills. Governance changes introduced formal month end close procedures, documented accounting workflows, and centralized financial ownership in the finance department, with staff leveraging moderate QuickBooks and Excel knowledge for ongoing operations.
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TAG Inc. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, TAG Inc. provisioned Microsoft 365 as its Collaboration platform. The deployment covered TAG Inc., a 50-employee United States banking and financial services firm, and was used to centralize email, meetings, and document collaboration across the organization.
Microsoft 365 was implemented with core Collaboration capabilities including Exchange Online for email, Microsoft Teams for real-time communication, SharePoint Online for document libraries, OneDrive for file sync, and the Office application suite for productivity. Configuration focus aligned with mailbox hosting, team channel structure, document library permissions, and endpoint file synchronization to support communication and document workflows.
Administration and governance were organized around a single Microsoft 365 tenant model, with centralized user account management and policy controls typical of Collaboration deployments. TAG Inc. also surfaces Microsoft 365-powered content or services on its public website, indicating the Microsoft 365 instance supports both internal collaboration and customer facing content delivery.
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TAG Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite CRM | CRM | CRM | n/a | 2007 | 2007 |
In 2007, TAG Inc. implemented Oracle NetSuite CRM to establish a centralized customer management platform for its 50-employee banking and financial services operations in the United States. The deployment positioned Oracle NetSuite CRM as the primary CRM supporting sales and customer service business functions across the company.
The implementation focused on standard CRM functional modules including contact and account management, opportunity and pipeline management, case and support tracking, and sales workflow automation. Configuration work emphasized role-based layouts, custom fields aligned to financial services account attributes, and automated task sequencing for lead-to-opportunity handoffs.
Operational coverage targeted sales, client services, and account management teams, with user provisioning scoped to department roles and hierarchical access controls to reflect compliance needs common in the banking and financial services sector. Data governance measures were instituted to enforce data quality rules, standardized account hierarchies, and ownership conventions for customer records within Oracle NetSuite CRM.
Governance and rollout used a staged adoption model with documented processes for record creation, opportunity management, and service case escalation, and included formal CRM stewardship assigned within the sales organization. Ongoing operational processes prioritized maintaining a single source of truth for customer data and enforcing access and workflow policies through the CRM platform.
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Customer Experience | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2014 | 2014 |
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TAG Inc. 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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2019 | 2019 |
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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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at TAG Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Director of Professional Services | Director | Finance | |
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Controller | Director | Finance | |
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Construction Software Division Manager | Manager | Operations | |
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Marketing & Business Development | CXO | Marketing | |
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Apps Being Evaluated by TAG Inc. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from TAG Inc. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the TAG Inc. 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 TAG Inc. Technographics
TAG Inc. is a Banking and Financial Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
TAG Inc. operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Oracle NetSuite CRM,
covering areas like ERP Financial, Collaboration and CRM.
TAG Inc. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Oracle.
TAG Inc. recently adopted applications including
Hotjar in 2021, Amazon EC2 in 2021 and Amazon CloudFront in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of TAG Inc.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates TAG Inc.’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 TAG Inc. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.