Jacksonville, 32202-3713, FL,
United States
The Dalton Agency Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by The Dalton Agency and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 The Dalton Agency employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that The Dalton Agency has purchased the following applications: Basis Automated Billing for AR Automation in 2023, Microsoft 365 for Collaboration in 2015, Google Tag Manager for Tag Management in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems The Dalton Agency is running and its propensity to invest more and deepen its relationship with Basis Global Technologies , Microsoft , Google 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 The Dalton Agency revenues, which have grown to $1.0 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 The Dalton Agency 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 Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Basis Global Technologies | Legacy | Basis Automated Billing | AR Automation | ERP Financial Management | n/a | 2023 | 2023 |
In 2023 The Dalton Agency deployed Basis Automated Billing as part of its Basis platform adoption for the agency’s United States digital media business. The Dalton Agency implemented Basis Automated Billing, an AR Automation solution, alongside broader Basis platform usage to consolidate adtech, improve cross-channel campaign performance, and support new business efforts that delivered lower CPA and higher ROAS for client campaigns.
The implementation configured Basis Automated Billing to deliver core AR Automation capabilities including automated invoice generation, billing reconciliation, configurable billing rules for media buys, scheduled statement delivery, and workflow automation for invoice approvals. Configuration emphasized aligning billing cycles to campaign pacing and client contract terms, and standardizing reconciliation processes to reduce manual accounting handoffs.
Operational scope focused on finance and account management functions within the agency, centralizing billing data from the Basis adtech platform and feeding agency finance workflows for client billing and collections. Given The Dalton Agency’s small size, the deployment relied on configuration and platform-native workflows rather than complex custom architecture, enabling rapid adoption across client services and finance teams in the United States.
Rollout and governance centered on staged activation by client billing cycle, with new governance for billing rules, invoice review, and reconciliations to ensure consistent AR processes. Use of Basis Automated Billing is inferred to have supported finance operations by automating billing reconciliation and invoice generation, while the broader Basis platform adoption produced the cited campaign outcomes of lower CPA and higher ROAS.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Tag Manager | Tag Management | CRM | n/a | 2015 | 2015 |
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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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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