Vertex SMB
1041 Old Cassatt Road,
Berwyn, 19312, PA,
United States
Berwyn, 19312, PA,
United States
1 800-355-3500
Media
Vertex SMB Technographics
Vertex SMB Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Vertex SMB and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Vertex SMB 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 SMB has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2016, Microsoft 365 for Collaboration in 2015, 6sense Account Engagement Platform for Account Based Marketing in 2023 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 SMB is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , 6sense 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 SMB 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 Vertex SMB 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.
Vertex SMB Tech Stack and Enterprise Applications
Vertex SMB ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2016 | 2016 |
In 2016, Vertex SMB implemented Oracle NetSuite ERP to establish a centralized ERP Financial backbone for its US-based media operations. The deployment followed a cloud native SaaS model with a single instance configured to support core finance workflows, creating a primary system of record for transactional accounting and financial reporting.
Oracle NetSuite ERP was configured to deliver standard ERP Financial capabilities, including general ledger, accounts payable, accounts receivable, billing and order to cash workflows, fixed asset management, cash management, and financial reporting. Configuration work emphasized chart of accounts standardization, automated transaction posting, approval workflows for payables and receivables, and period close controls aligned with month end close procedures.
Operational scope focused on finance and accounting functions across the company, with role based access controls and audit trail configuration to support internal governance. Rollout incorporated structured process changes, including documented approval workflows and user training for accounting staff, positioning Oracle NetSuite ERP as the primary financial application for Vertex SMB.
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Vertex SMB Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Vertex SMB implemented Microsoft 365 for Collaboration. The 50-employee U.S. media company deployed Microsoft 365 to centralize cloud email, document collaboration, and file sharing across core business functions including editorial, marketing, and operations.
Configuration emphasized cloud-hosted mailboxes, shared document libraries, and end user file sync and sharing, aligning with Collaboration workflows for content creation and review. Administration focused on tenant-level user provisioning, role based access controls, and standard security and access policies to manage internal content lifecycles.
The Microsoft 365 deployment is also visible on Vertex SMBs website, where Microsoft 365 powered services support external contact and collaboration flows and consolidate corporate communications. Governance centered on centralized administration and user lifecycle management, enabling consistent collaboration practices across departments.
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Vertex SMB CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| 6sense | Legacy | 6sense Account Engagement Platform | Account Based Marketing | CRM | n/a | 2023 | 2023 |
In 2023, Vertex SMB implemented 6sense Account Engagement Platform on their website to support Account Based Marketing initiatives. The 6sense Account Engagement Platform is deployed as site-level instrumentation, collecting visitor behavior and intent signals directly from web pages to identify and prioritize target accounts for marketing and demand generation activities.
Configuration focuses on account identification, intent signal capture, engagement scoring, and orchestration of account-based outreach and personalization workflows. The deployment uses the platform's engagement scoring and intent data capabilities to create account profiles and trigger marketing playbooks consistent with Account Based Marketing best practices.
Operational ownership resides with Vertex SMBs marketing function, which has embedded the 6sense Account Engagement Platform into web content to feed account engagement insights into account-based workflows and sales outreach. Governance emphasizes marketing-led tagging and iterative rollout of tracking across site pages to refine account signals and engagement rules over time.
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Marketing Automation | CRM |
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2015 | 2015 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2014 | 2014 |
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Vertex SMB ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2018 | 2018 |
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Vertex SMB PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2021 | 2021 |
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Vertex SMB 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Vertex SMB
| First Name | Last Name | Title | Function | Department | Phone | |
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Director of Technology | Director | IT | |
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Director of Operations | Director | Finance | |
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Director of Marketing | Director | Marketing | |
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President, CEO and Co-Owner | CXO | Finance | |
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Executive Vice President | VP | Finance | |
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Apps Being Evaluated by Vertex SMB Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Vertex SMB IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Vertex SMB digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Vertex SMB Technographics
Vertex SMB is a Media organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
Vertex SMB operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Microsoft 365 and 6sense Account Engagement Platform,
covering areas like ERP Financial, Collaboration and Account Based Marketing.
Vertex SMB has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Microsoft and 6sense.
Vertex SMB recently adopted applications including
6sense Account Engagement Platform in 2023, SmartSheet in 2021 and Fastly in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Vertex SMB’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Vertex SMB’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 Vertex SMB technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.