Loomis, 95650, CA,
United States
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, Zendesk Service for Customer Support in 2019, GoDaddy for Application Hosting and Computing Services in 2013 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 , Zendesk , GoDaddy 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 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 |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy | Application Hosting and Computing Services | IaaS | n/a | 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 | |
|---|---|---|---|---|---|---|
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CEO | CXO | Finance | |
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Director Of Business Development | Director | Finance | |
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Apps Being Evaluated by TruePoint Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||