Unitrends
200 Summit Drive, Suite 200,
Burlington, 1803, MA,
United States
Burlington, 1803, MA,
United States
1 866-359-5411
Professional Services
Unitrends Technographics
Unitrends Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Unitrends and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 Unitrends employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Unitrends has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2013, Drift AI Chatbot for Chatbots and Conversational AI in 2018, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Unitrends is running and its propensity to invest more and deepen its relationship with Oracle , Drift , Cisco Systems 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 Unitrends revenues, which have grown to $100.0 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 Unitrends 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.
Unitrends Tech Stack and Enterprise Applications
Unitrends ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2013 | 2013 |
In 2013 Unitrends implemented Oracle NetSuite ERP to centralize finance, accounts payable and cash management operations. This deployment positioned Oracle NetSuite ERP as the companys core ERP Financial system supporting invoice processing, expense reporting and month end accounting workflows.
The implementation emphasized accounts payable capability, including vendor invoice data entry, coding, management approval gates, accruals and reconciliation processes during the monthly close. Responsibilities extended to managing the vendor master file, setting up new suppliers, processing wire transfers and ACH payments, and administering weekly cash disbursements to ensure timely vendor payments.
Unitrends administered and managed the Concur Travel and Reimbursement system, maintaining user administration and an interface with Oracle NetSuite ERP for monthly expense reporting and expense posting. Operational coverage centered on finance and procurement functions, with the Oracle NetSuite ERP environment serving as the transactional ledger for supplier invoices, payments and expense integrations.
Governance included monitoring and maintaining accounts payable policies and procedures to ensure internal and external compliance, enforcing management approval prior to payment, and resolving invoicing and purchase order discrepancies with suppliers. The finance team lead provided training and mentorship to staff, and managed supplier relationships while ensuring inquiries and payment issues were responded to and resolved in a timely manner.
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Unitrends AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Unitrends deployed Drift AI Chatbot on its website. The deployment places Drift AI Chatbot within the Chatbots and Conversational AI category to provide automated visitor engagement and initial qualification on the Unitrends public site for this professional services organization.
The implementation is front-end centric, running as an embedded web chat widget backed by Drift’s conversational AI engine and configured with playbooks for lead capture, scripted and AI-driven conversational flows, routing rules, and handoff signals for human follow-up. Functional capabilities implemented include real-time visitor engagement, automated qualification prompts, contextual response generation, and administrative configuration through the vendor console. Operational scope is web-facing, supporting marketing and sales demand generation workflows on the Unitrends site and managed by centralized configuration of conversational playbooks and routing logic.
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Unitrends Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Unitrends implemented Cisco Webex Meetings on its website. Unitrends uses Cisco Webex Meetings as its Audio Video and Web Conferencing solution to support customer engagement and internal collaboration, with meeting access surfaced directly from public-facing pages and customer portals.
The deployment is embedded on the website to enable browser-based join flows alongside native Webex client access. Functional capabilities implemented include real-time audio and video, screen and content sharing, meeting recording and playback, host controls and participant management, and scheduling workflows to support both ad hoc and planned sessions.
Operational coverage emphasizes external-facing business functions such as sales, marketing, and customer success, while also serving professional services delivery and internal collaboration needs. Governance was addressed through centralized host provisioning and standardized meeting controls to maintain consistent branding and attendee experience on the website, with phased adoption aligned to customer engagement channels.
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Collaboration | Collaboration |
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2016 | 2016 |
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Event Management | Collaboration |
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2016 | 2016 |
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Unitrends CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2016 | 2016 |
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Customer Support | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Listing Management | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Unitrends ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2014 | 2014 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Unitrends TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Unitrends 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Unitrends
| First Name | Last Name | Title | Function | Department | Phone | |
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SVP Strategic Alliances and Business Development | VP | Sales | |
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Chief Financial Officer | CXO | Finance | |
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Chief Technology Officer | CXO | IT | |
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Global Accountant | Manager | Finance | |
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Manager, Financial Planning and Analysis | Manager | Finance | |
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Director, Sales Accounting Operations | Director | Sales | |
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Apps Being Evaluated by Unitrends Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Unitrends IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Unitrends digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Unitrends Technographics
Unitrends is a Professional Services organization based in United States,
with around 600 employees and annual revenues of $100.0 million.
Unitrends operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Drift AI Chatbot and Cisco Webex Meetings,
covering areas like ERP Financial, Chatbots and Conversational AI and Audio Video and Web Conferencing.
Unitrends has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Drift and Cisco Systems.
Unitrends recently adopted applications including
Intercom in 2021, Adobe Marketo in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Unitrends’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Unitrends’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 Unitrends technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.