Plano, 75074, TX,
United States
The Vested Group Technographics
The Vested Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The Vested Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 The Vested Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
The Vested Group has purchased the following applications: Microsoft 365 for Collaboration in 2018, Exclaimer Cloud Signatures for Office 365 for Digital Signing in 2018, Zoominfo Platform for Account Based Marketing in 2023 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 Vested Group is running and its propensity to invest more and deepen its relationship with Microsoft , Exclaimer , HubSpot 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 Vested Group revenues, which have grown to $10.0 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 Vested Group 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 Vested Group Tech Stack and Enterprise Applications
The Vested Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018 The Vested Group implemented Microsoft 365 to provide Collaboration capabilities. The company's website indicates use of Microsoft 365 assets, and the deployment focuses on Microsoft 365 services for email, team chat, file synchronization and document collaboration.
The implementation appears as a cloud based Microsoft subscription configured to support professional services workflows, unified communication and document management across the organization. Microsoft 365 is used to centralize business communication and client collaboration workflows, aligning the application to core business functions such as internal communications, document lifecycle management and shared project collaboration.
Governance is managed through Microsoft 365 administrative and identity controls to enforce user access and content governance, leveraging built in collaboration controls and policy configuration typical of Microsoft 365 deployments. The Vested Group Microsoft 365 Collaboration deployment emphasizes platform native capabilities for secure file sharing, team collaboration and email continuity without named third party integrations disclosed in the available source.
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The Vested Group Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exclaimer | Legacy | Exclaimer Cloud Signatures for Office 365 | Digital Signing | Content Management | n/a | 2018 | 2018 |
In 2018, The Vested Group implemented Exclaimer Cloud Signatures for Office 365 as its Digital Signing solution. The implementation is visible on the company website and centralizes email signature management across the organization. The deployment uses the cloud signature management architecture of Exclaimer Cloud Signatures for Office 365, connecting to Office 365 mail flow to apply consistent signatures organization wide. The scope addresses corporate email for the organization of approximately 100 employees.
Configuration work emphasized centralized signature templates, dynamic attribute mapping for user details, and managed signature policies administered through the Exclaimer Cloud Signatures for Office 365 console. Integration is directly with Office 365 for signature injection during message routing, supporting marketing and corporate communications workflows. Governance focused on template control and staged policy rollout across departments, with signatures authored centrally and applied uniformly. The implementation represents a cloud based Digital Signing architecture governed from Exclaimer Cloud Signatures for Office 365.
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Web Content Management | Content Management |
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2021 | 2021 |
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The Vested Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | Zoominfo Platform | Account Based Marketing | CRM | n/a | 2023 | 2023 |
In 2023, The Vested Group deployed Zoominfo Platform to support Account Based Marketing. The Vested Group implemented Zoominfo Platform on their website to enable more targeted account engagement and to surface contact and firmographic data for outbound programs.
The implementation centered on instrumenting the corporate website to capture intent signals and to enrich inbound account data, leveraging Zoominfo Platform capabilities such as account and contact enrichment, intent detection, and engagement orchestration. Operational scope emphasized marketing and sales alignment, with configuration focused on campaign orchestration, account scoring, and contact discovery to support demand generation and sales development workflows.
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CRM | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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The Vested Group 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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Content Delivery Network | IaaS |
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2020 | 2020 |
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The Vested Group CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at The Vested Group
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Apps Being Evaluated by The Vested Group Executives
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