Houston, 77058, TX,
United States
Vertex Energy Inc. Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Vertex Energy Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 282 Vertex Energy Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Vertex Energy Inc. has purchased the following applications: Salesforce HR Service Center for HR Service Delivery in 2024, Salesforce Field Service (ex ClickSoftware) for Field Service Management in 2019, Microsoft 365 for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Vertex Energy Inc. is running and its propensity to invest more and deepen its relationship with Salesforce , Microsoft , 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 Vertex Energy Inc. revenues, which have grown to $131.0 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 Vertex Energy Inc. 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.
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce HR Service Center | HR Service Delivery | HCM | Airo Digital Labs | 2024 | 2024 |
In 2024 Vertex Energy Inc. implemented Salesforce HR Service Center as part of an HR Service Delivery program, consolidating HR, ITSM, and endpoint management onto the Salesforce platform to streamline onboarding and employee self service in the United States. The rollout included Salesforce HR Service Center alongside IT Service Center and Employee Concierge to provide a unified employee facing service portal and single point of contact for HR and IT inquiries.
Configuration centered on service catalog orchestration, case management, knowledge base enablement, and automated onboarding workflows that coordinate HR and IT tasks. Implementation included Employee Concierge capability to handle guided onboarding and mobile and email self service, and the configuration aligned with HR Service Delivery functional terminology such as case routing, service level orchestration, and automated task assignment for day one readiness.
Integrations deployed as part of the consolidation included HR, IT, and payroll touch points to enable integrated HR IT payroll day one workflows, and endpoint management was brought onto the same platform to support device provisioning and support cases. Operational coverage emphasized cross functional HR and IT processes across United States employees, using the Salesforce platform to centralize ticketing and employee lifecycle events.
Airo Digital Labs is listed as the SI VAR and Cloudaction served as the system integrator for the project, with Cloudaction reporting outcomes including faster onboarding, integrated HR IT payroll day one workflows, and real time self service via mobile and email in the partner case study. Governance was adjusted to centralize HR and IT service governance on the Salesforce platform, standardizing workflows and request handling between HR, IT, and payroll teams.
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Field Service (ex ClickSoftware) | Field Service Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, Vertex Energy Inc. implemented Salesforce Field Service (ex ClickSoftware) as part of a companywide Field Service Management initiative to standardize field operations and support a broader digital transformation strategy. The deployment was framed to help increase shareholder value through well aligned IT strategy and execution while consolidating multiple ERPs onto a single platform and extending mobile service capabilities across business units.
The implementation focused on core Field Service Management capabilities, including work order management, centralized scheduling and dispatch, mobile technician applications, asset and inventory tracking, and service agreement and SLA handling. Salesforce Field Service (ex ClickSoftware) was configured to support automation of technician assignments and to enable real time updates between field crews and dispatch, reflecting typical category aligned operational workflows.
Integration scope centered on linking the new Field Service implementation to the consolidated ERP platform and enterprise operational systems to unify service records, billing triggers, and parts inventory. Operational coverage targeted field operations and maintenance teams across all business units, enabling coordinated service orchestration and a single source of truth for field activity data.
Governance was established through a collaborative digital transformation program that combined IT leadership and cross functional stakeholders to optimize processes and roles, and to manage rollout sequencing and change management. The program emphasized process optimization and systems alignment rather than isolated tool deployment, with Salesforce Field Service (ex ClickSoftware) serving as the Field Service Management backbone for operational execution.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Vertex Energy Inc. implemented Microsoft 365. The corporate website references Microsoft 365, confirming the application is in active use as the companys Collaboration platform. Vertex Energy Inc. uses Microsoft 365 to support corporate communications, document management, and productivity workflows across the organization, aligning the Microsoft 365 application with Collaboration business functions for an employee base of approximately 282 staff.
The Microsoft 365 deployment reflects standard Collaboration modules and capabilities, including cloud email, document collaboration and libraries, team chat and meeting tools, and personal file sync and storage. Operational governance is oriented around tenant administration and policy controls to manage access and collaboration workflows, and the implementation is positioned to support core corporate departments that rely on shared content and synchronous communication. Microsoft 365 is referenced on Vertex Energy Inc.s public site, reinforcing its role as the primary Collaboration platform for the company.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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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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2015 | 2015 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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