St. Loui, 63141, MO,
United States
The Sherman Sheet Technographics
The Sherman Sheet Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The Sherman Sheet 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 Sherman Sheet 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 Sherman Sheet has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2020, Act! Marketing Automation for Marketing Automation in 2010 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 Sherman Sheet is running and its propensity to invest more and deepen its relationship with Google , Act! 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 Sherman Sheet 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 Sherman Sheet 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 Sherman Sheet Tech Stack and Enterprise Applications
The Sherman Sheet Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, The Sherman Sheet implemented Google Workspace (Formerly Google G-Suite) as its primary Collaboration platform. The deployment is documented on the company website and supports core business functions including corporate email, calendar scheduling, document collaboration, and cloud storage for a 10 employee organization in the Banking and Financial Services sector.
Google Workspace (Formerly Google G-Suite) was configured around standard functional modules such as Gmail, Google Drive, Google Docs and Sheets, Google Calendar, Google Meet, and the Google Admin console for user and device administration. Operational scope is company wide, centralizing communications and content workflows across the organization, with administration controls used to manage user accounts, groups, access permissions, and security settings. The configuration reflects common Collaboration practices for small professional services firms and is managed through internal administrative processes.
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The Sherman Sheet CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Act! | Legacy | Act! Marketing Automation | Marketing Automation | CRM | n/a | 2010 | 2010 |
In 2010, The Sherman Sheet implemented Act! Marketing Automation to automate communications across the customer lifecycle and to centralize outreach as a Marketing Automation solution. The Sherman Sheet implemented Act! Marketing Automation to support a subscriber service that serves money management firms, individual investment advisors, and brokers across the United States and Canada, with the Sales and Marketing teams as primary operational users.
The implementation emphasized configuration of the Act! Marketing Automation platform, including the creation of more than 75 custom AMA fields to support targeted segmentation and personalized messaging. The Sherman Sheet configured reusable email templates and parallel campaign orchestration, running as many as 12 campaigns simultaneously, and built a 13-message onboarding sequence for 30-day trial users plus follow-up sequences for non-converters and targeted reminders for current paid clients.
Act! Marketing Automation is used as a unified contact and engagement layer to track every customer touch, notes, and conversations, effectively functioning as the companys CRM for pipeline management from trial start to conversion. The Sherman Sheet partnered with Project Technology Consulting, an Act! partner, to maintain and optimize AMA, focusing on dashboard customization, field management, and campaign best practices to reduce manual updates and administrative time.
Governance and operational practices include role-based use by Sales and Marketing to manage subscriber segmentation, template ownership, and cadence rules for trial-to-paid conversion campaigns. Outcomes cited by the company include substantial time savings in campaign management and observable client growth, expanding from roughly 50 to more than 1,500 clients over the prior decade while enabling the team to prioritize delivering market research and customized portfolio reports.
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Marketing Automation | CRM |
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2010 | 2010 |
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IT Decision Makers and Key Stakeholders at The Sherman Sheet
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CEO | CXO | Finance | |
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COO | CXO | Finance | |
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Director of Marketing | Director | Marketing | |
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Manager of Subscriber Services | Manager | Finance | |
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Apps Being Evaluated by The Sherman Sheet Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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