Portland, 97223, OR,
United States
The Preneed Company of America Technographics
The Preneed Company of America Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The Preneed Company of America and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 277 The Preneed Company of America 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 Preneed Company of America has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2016, Zoom for Audio Video and Web Conferencing in 2020, Hubspot CRM for CRM in 2018 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 Preneed Company of America is running and its propensity to invest more and deepen its relationship with Oracle , Zoom Video Communications , 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 The Preneed Company of America revenues, which have grown to $100.0 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 Preneed Company of America 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.
The Preneed Company of America Tech Stack and Enterprise Applications
The Preneed Company of America ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud ERP | ERP Financial | ERP | Trinamix | 2016 | 2017 |
In 2016, The Preneed Company of America went live with Oracle Cloud ERP. Trinamix completed the implementation of Oracle Financials Cloud, Planning and Budgeting Cloud Service and Expenses Cloud modules under the ERP Financial category, positioning Oracle Cloud ERP as the central financial platform.
The implementation configured Oracle Financials Cloud for core accounting, general ledger and accounts payable workflows, while Planning and Budgeting Cloud Service provided centralized budgeting and forecasting capabilities. Expenses Cloud introduced standardized expense management and control processes. The deployment removed spreadsheet-driven budgeting and tracking that had previously depended on Excel.
Prior operations relied on an in-house CRM for commission data that was manually extracted and reconciled in accounting software, creating redundant data touchpoints. The Oracle Cloud ERP implementation consolidated budgeting, commission accounting and expense workflows, eliminating multi-stage manual intervention and spreadsheet handoffs. The integrated financial solution establishes centralized planning, automated journal flows and standardized financial close processes consistent with ERP Financial practices.
Governance and operational scope focused on finance and planning teams, with the platform positioned to enable future functional expansion such as human capital management. Trinamix led the deployment and acknowledged internal team contributions to the project success. The rollout eliminated manual spreadsheets for complex commission management and created a scalable financial foundation for subsequent functional capabilities.
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The Preneed Company of America Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, The Preneed Company of America implemented Zoom as its Audio Video and Web Conferencing solution. The Preneed Company of America uses Zoom on its public website to provide client-facing meeting access and self-service join flows, and the Zoom application is positioned to support synchronous video consultations and virtual client engagements.
The deployment leverages Zoom cloud-hosted meeting and web client capabilities, with standard Audio Video and Web Conferencing modules such as real-time video meetings, screen sharing, meeting recording, and scheduled meeting links. Configuration emphasis is on web-embedded join flows and public-facing meeting pages, aligning the Zoom application with online appointment and client communication workflows.
Operationally the implementation supports customer service and client engagement functions alongside internal meeting needs, with centralized account administration managed through Zooms cloud admin console and role-based user provisioning inferred for secure scheduling. Governance focus centers on meeting scheduling controls and public meeting access on the company website, ensuring the Zoom application is the primary Audio Video and Web Conferencing touchpoint for external client interactions.
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Collaboration | Collaboration |
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2020 | 2020 |
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The Preneed Company of America CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2018 | 2018 |
In 2018, The Preneed Company of America deployed Hubspot CRM in a website-centric implementation, using Hubspot CRM to centralize inbound contact capture and manage customer engagement. The implementation emphasized CRM-driven lead intake from the corporate website, embedding Hubspot forms and tracking to feed web-origin inquiries directly into the contact database.
The configuration centered on core CRM modules typical to the category, including contact and company records, web form capture, activity tracking, and marketing automation workflows for inbound lead qualification. Implementation work included property mapping and contact deduplication, basic pipeline configuration for sales intake, and automated routing rules to move web leads into operational queues.
Integrations were focused on the corporate web channel, leveraging Hubspot form endpoints and tracking scripts to synchronize website activity with the Hubspot CRM contact timeline. Operational coverage was oriented toward marketing and sales use cases for online lead handling and contact management, with governance practices to standardize inbound lead fields and handoff workflows within the organization.
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2018 | 2018 |
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The Preneed Company of America EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2016 | 2017 |
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Financial Consolidation and Close | EPM |
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2016 | 2016 |
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The Preneed Company of America ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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The Preneed Company of America 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | 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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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at The Preneed Company of America
| First Name | Last Name | Title | Function | Department | Phone | |
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| Vice President and CFO | VP | Finance | ||||
| Financial Controller | Director | Finance | ||||
| Vice President, IT | VP | IT | ||||
| IT Manager | Manager | IT |
Apps Being Evaluated by The Preneed Company of America Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-05-25 | The Preneed Company of America | Evaluated | GoDaddy | GoDaddy | Application Hosting and Computing Services | IaaS |