TruePoint
3262 Penryn Road Suite 100-B,
Loomis, 95650, CA,
United States
Loomis, 95650, CA,
United States
1 916-259-1293
Professional Services
TruePoint Technographics
TruePoint Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TruePoint and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 TruePoint employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
TruePoint has purchased the following applications: Sage Intacct for ERP Financial in 2023, Microsoft 365 for Collaboration in 2015, Zendesk Service for Customer Support in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems TruePoint is running and its propensity to invest more and deepen its relationship with Sage , Microsoft , Zendesk 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 TruePoint revenues, which have grown to $6.0 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 TruePoint 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.
TruePoint Tech Stack and Enterprise Applications
TruePoint ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2023 | 2023 |
In 2023, TruePoint deployed Sage Intacct as its ERP Financial application for core accounting and project finance functions. The company lists use of Sage Intacct on its website, indicating public facing acknowledgement of the cloud financial application.
The Sage Intacct implementation centered on standard ERP Financial modules, including general ledger, accounts payable, accounts receivable, cash management, financial reporting, and project accounting to support professional services billing and revenue recognition. Configuration emphasized chart of accounts design and accounting dimensions to enable service line and project level cost tracking.
Operational coverage focused on TruePoint finance and accounting teams within the United States, centralizing transactional accounting and project billing workflows. The source does not name integrations, the implementation pattern is consistent with ERP Financial deployments that orchestrate time and expense capture and bank feed connectivity, however no external systems are specified in the source.
Governance work included configuring approval workflows, audit trails, and period close controls to standardize month end processes and maintain accounting control. The narrative positions Sage Intacct as the primary ERP Financial platform for TruePoint's accounting and project financial management, with the full application name Sage Intacct restated on the company site.
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TruePoint Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 TruePoint deployed Microsoft 365 for Collaboration. The Microsoft 365 deployment is surfaced on the company website and aligns with the collaboration needs of a 50-person professional services firm operating in the United States.
The implementation leverages Microsoft 365 capabilities such as Exchange Online for email, SharePoint Online for document management, OneDrive for personal file sync, and Microsoft Teams for real-time messaging and meetings, providing secure document co-authoring, calendaring, and group communication. Microsoft 365 is used to centralize content, standardize collaboration workflows, and enable cloud-first file access consistent with Collaboration category functionality.
Operational coverage spans internal business functions including project delivery, client engagement coordination, and firm administration, with tenant-level controls used for user provisioning and access management. Governance is applied through Microsoft 365 admin settings, role-based access and standard security controls to manage user identities and content sharing across the organization.
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TruePoint CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Service | Customer Support | CRM | n/a | 2019 | 2019 |
In 2019, TruePoint deployed Zendesk Service on its website to centralize incoming client inquiries and support requests. The deployment positions Zendesk Service as the company wide Customer Support application for handling web initiated tickets and email driven requests from professional services clients.
The implementation focuses on core Customer Support workflows typical for a firm of approximately 50 employees, including ticket creation via a website widget, basic ticket routing and assignment, a centralized agent console, and a lightweight knowledge base for repeatable answers. Configuration and module use emphasize case management, priority tagging, status workflows, and role based access for client engagement and account teams.
Operational coverage centers on client facing and operations functions, with administrative governance conducted through a small group of system administrators who manage ticket forms, user roles, and SLA rules. Rollout appears scoped to the primary U.S. site and the company website channel, with procedural changes for triage and escalation implemented to align support responsibilities across client services and delivery teams.
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TruePoint 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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2013 | 2013 |
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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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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at TruePoint
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by TruePoint Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from TruePoint IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the TruePoint digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD TruePoint Technographics
TruePoint is a Professional Services organization based in United States,
with around 50 employees and annual revenues of $6.0 million.
TruePoint operates a diverse technology stack with applications such as
Sage Intacct, Microsoft 365 and Zendesk Service,
covering areas like ERP Financial, Collaboration and Customer Support.
TruePoint has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Microsoft and Zendesk.
TruePoint recently adopted applications including
Sage Intacct in 2023, Zendesk Service in 2019 and Amazon EC2 in 2016,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of TruePoint’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates TruePoint’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete TruePoint technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.