Portland, 97224, OR,
United States
tru Independence Technographics
tru Independence Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by tru Independence and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 24 tru Independence employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that tru Independence has purchased the following applications: Microsoft 365 for Collaboration in 2020, Hubspot CRM for CRM in 2021, New Relic APM for Application Performance Management in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems tru Independence is running and its propensity to invest more and deepen its relationship with Microsoft , Google , 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 tru Independence 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 tru Independence 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.
tru Independence Tech Stack and Enterprise Applications
tru Independence Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, tru Independence implemented Microsoft 365 as its core Collaboration platform. The deployment covers the company’s 24 employees in the United States and is referenced on its public website, indicating organization-wide adoption for productivity and communication access. tru Independence Microsoft 365 Collaboration supports internal communications and document workflows across client service and back-office functions.
The Microsoft 365 implementation is a cloud-hosted suite provisioned to provide Exchange email, OneDrive file storage, SharePoint team sites, and Microsoft Teams collaboration capabilities, reflecting standard Collaboration category functionality. Configuration appears to emphasize centralized document libraries and shared mailboxes to streamline small-firm coordination and client-facing correspondence, with identity and access managed through Microsoft account models. Governance likely centers on tenant-level policies, role-based access, and basic information-management controls appropriate for a 24-employee financial services firm.
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Collaboration | Collaboration |
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2020 | 2020 |
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tru Independence CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2021 | 2021 |
In 2021 tru Independence deployed Hubspot CRM as its CRM to centralize web lead capture and customer records on its public website. The 24 employee United States banking and financial services firm uses Hubspot CRM to instrument website forms and contact pages on https://www.tru-ind.com/ for inbound lead capture and initial qualification.
Hubspot CRM configuration emphasizes core CRM modules such as contact and company records, deal pipeline management, contact segmentation, and automated email sequences, reflecting standard CRM functional workflows. The Hubspot CRM implementation includes website form embedding and tracking to populate contacts and create deals, and uses built in tasking and activity timelines to support sales follow up.
Operationally the deployment covers sales and marketing workflows in the United States, establishing lead routing, contact ownership rules, and simple workflow automations for handoff between inbound marketing capture and sales outreach. Governance appears oriented toward centralized contact hygiene and process driven follow up, with the cloud hosted Hubspot CRM integrated directly into the website to enable continuous inbound capture and activity logging.
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Customer Support | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2021 | 2021 |
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tru Independence ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| New Relic | Legacy | New Relic APM | Application Performance Management | ITSM | n/a | 2021 | 2021 |
In 2021, tru Independence instrumented its public website with New Relic APM for Application Performance Management. New Relic APM was deployed to capture application-level telemetry from the customer-facing site, including transaction traces, error analytics, and browser performance data.
The implementation leveraged standard Application Performance Management capabilities such as real-user monitoring, distributed tracing, configurable dashboards, and alerting, which are consumed by web operations and engineering for incident detection and root cause analysis. tru Independence uses New Relic APM for Application Performance Management to support web operations and engineering functions, with governance focused on consolidated dashboards and alert thresholds to drive operational workflows and troubleshooting.
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tru Independence 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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SD-WAN | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at tru Independence
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| President & COO, Board Member | CXO | Finance |
Apps Being Evaluated by tru Independence Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||