AI Buyer Insights:

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

ZenPlanner
Location
9325 Dorchester St, #202,
Highlands Ranch, 80129, CO,
United States
Website
https://www.zenplanner.com/
Phone
1 303-927-0484
Artw industry
Professional Services
Employee
Revenue

ZenPlanner Technographics

ZenPlanner Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by ZenPlanner and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 88 ZenPlanner employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that ZenPlanner has purchased the following applications: Zoominfo Platform for Account Based Marketing in 2023, Drift AI Chatbot for Chatbots and Conversational AI in 2017, Zoom 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 ZenPlanner is running and its propensity to invest more and deepen its relationship with Zoominfo , 6sense , 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 ZenPlanner revenues, which have grown to $10.0 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 ZenPlanner 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.

ZenPlanner Tech Stack and Enterprise Applications

ZenPlanner CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoominfo Legacy Zoominfo Platform Account Based Marketing CRM n/a 2023 2023
Account Based Marketing CRM 2023 2023
Customer Support CRM 2014 2014
Digital Advertising Platform CRM 2018 2018
Donor and Fundraising Management CRM 2020 2020
Marketing Analytics CRM 2014 2014
Marketing Analytics CRM 2014 2014
Marketing Automation CRM 2014 2014
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2022 2022
Partner Relationship Management CRM 2016 2016
Partner Relationship Management CRM 2021 2021
ZenPlanner 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 2017 2017
In 2017, ZenPlanner deployed Drift AI Chatbot on their website. ZenPlanner uses Drift AI Chatbot in the Chatbots and Conversational AI category to support online lead capture, conversational engagement, and routing for marketing and sales functions. The implementation centers on an embedded web chat widget and configured conversational playbooks, with scripted qualification flows and automated routing to sales follow-up channels, reflecting standard Chatbots and Conversational AI capabilities. Configuration focuses on customer-facing pages and session-level context handling, with marketing owning message content and workflows and sales owning lead handoff and follow-up governance. Drift AI Chatbot is instrumented to handle front-line customer interactions and qualification, supporting operational coverage across ZenPlanner website touchpoints and enabling repeatable conversational workflows for demand capture and initial triage.
Chatbots and Conversational AI AI-Powered Application 2018 2018
ZenPlanner Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2020 2020
In 2020, ZenPlanner implemented Zoom as its Audio Video and Web Conferencing solution and embedded Zoom on the company website to provide browser-accessible meetings for external users. The implementation positions Zoom as the primary web conferencing layer for client-facing interactions and public meeting endpoints on ZenPlanner.com. Configuration work emphasized embedding meeting join flows and provisioning persistent meeting links within site pages, aligning with standard Audio Video and Web Conferencing capabilities such as real-time audio and video, scheduled meetings, and browser-based joins. Functional configuration included account-level meeting templates and standardized join URLs to support consistent external access and simplified navigation from marketing and support pages to live sessions. Operational scope centers on customer engagement and service delivery workflows driven from the corporate website, impacting client onboarding and remote consultations. Governance focused on centralized account settings for meeting access and link management, and rollout controls limited to public web pages rather than an internal-only conferencing footprint.
Collaboration Collaboration 2015 2015
Online Meeting Scheduling Collaboration 2020 2020
ZenPlanner Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Contract Lifecycle Management Content Management 2016 2016
Enterprise Content Management Content Management 2020 2020
ZenPlanner ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2018 2018
ZenPlanner PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2011 2011
Transactional Email PaaS 2020 2020
Transactional Email PaaS 2012 2012
ZenPlanner IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2018 2018
Content Delivery Network IaaS 2014 2014
Content Delivery Network IaaS 2021 2021
Database Management, Open-Source Database IaaS 2022 2022

IT Decision Makers and Key Stakeholders at ZenPlanner

First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts

Apps Being Evaluated by ZenPlanner Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from ZenPlanner IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the ZenPlanner digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD ZenPlanner Technographics
ZenPlanner is a Professional Services organization based in United States, with around 88 employees and annual revenues of $10.0 million.
ZenPlanner operates a diverse technology stack with applications such as Zoominfo Platform, Drift AI Chatbot and Zoom, covering areas like Account Based Marketing, Chatbots and Conversational AI and Audio Video and Web Conferencing.
ZenPlanner has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Zoominfo, Drift and Zoom Video Communications.
ZenPlanner recently adopted applications including Zoominfo Platform in 2023, 6sense Account Engagement Platform in 2023 and Zen Planner UpLaunch Platform in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of ZenPlanner’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates ZenPlanner’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 ZenPlanner technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.