Boston, 2210, MA,
United States
Zerto Technographics
Zerto Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Zerto and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 Zerto employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Zerto has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, LiveChat for Chatbots and Conversational AI in 2016, 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 Zerto is running and its propensity to invest more and deepen its relationship with Oracle , TriNet HR Corporation , LiveChat, Inc. 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 Zerto revenues, which have grown to $115.0 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 Zerto 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.
Zerto Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2015 | 2016 |
In 2015, Zerto implemented Oracle NetSuite ERP to support core ERP Financial operations and centralize purchase order and reconciliation workflows. The deployment emphasized managing purchase orders and credit card statement reconciliation, with finance taking process ownership and acting as the liaison to the marketing team.
Configuration and functional scope centered on purchase order management, vendor record configuration, accounts payable reconciliation routines, and approval workflow setup inside Oracle NetSuite ERP, aligned to ERP Financial control patterns and transaction reconciliation processes. Operational workstreams included defining reconciliation procedures for corporate card statements and codifying PO intake and authorization workflows to ensure consistent postings and auditability.
Governance and rollout activities focused on process documentation and training, with explicit process guidelines and hands-on training developed for finance systems including Oracle NetSuite ERP and Docusign to standardize PO issuance, vendor communications, and credit card reconciliation across finance and marketing. These governance changes formalized the finance to marketing liaison role and established standardized operational procedures for the finance business function.
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Expense Management | ERP Financial Management |
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2015 | 2015 |
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Expense Management | ERP Financial Management |
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2015 | 2015 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LiveChat, Inc. | Legacy | LiveChat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2016 | 2016 |
In 2016, Zerto implemented LiveChat on its corporate website to centralize customer and prospect chat interactions. LiveChat is deployed as a Chatbots and Conversational AI solution embedded on web pages to provide immediate conversational entry points for visitors and scripted handoffs to human agents.
The implementation leverages core capabilities common to the Chatbots and Conversational AI category, including live messaging, proactive chat invitations, canned responses, agent routing, session transcripts, and basic conversational automation for routine inquiries. LiveChat is used to capture visitor context and conversation history, enabling support and sales users to resume sessions with prior transcript visibility.
Operational coverage is focused on the public website and directly supports customer support and presales engagement workflows. Monitoring and reporting from LiveChat inform staffing and escalation procedures for web based inquiries, and the solution is positioned to integrate conversational interaction data into Zerto business processes that manage inbound customer engagement.
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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, Zerto deployed Cisco Webex Meetings as its primary Audio Video and Web Conferencing solution. The deployment established a standardized conferencing platform to support internal collaboration, client briefings, and project review sessions across the company.
Cisco Webex Meetings was configured with core conferencing capabilities aligned to the Audio Video and Web Conferencing category, including scheduled and ad hoc video meetings, audio bridging, screen sharing, session recording, and participant management. The implementation prioritized both browser and native client access and embedded Cisco Webex Meetings entry points on Zerto's public website to streamline external attendee access.
Operational use focused on sales engagement, professional services delivery, and customer success workflows, centralizing meeting controls and standardizing scheduling and access policies. Governance activities included defining meeting roles and permissions, recording retention guidelines, and user provisioning workflows to ensure consistent adoption of Cisco Webex Meetings within Zerto's collaboration processes.
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application, Web and Enterprise Search | Content Management |
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2019 | 2019 |
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Content Management | Content Management |
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2020 | 2020 |
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Digital Signing | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2024 | 2024 |
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2013 | 2013 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Listing Management | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2012 | 2012 |
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Marketing Automation | CRM |
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2018 | 2018 |
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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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2014 | 2014 |
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Sales Engagement | CRM |
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2019 | 2019 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2016 | 2016 |
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IT Service Management | ITSM |
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2020 | 2020 |
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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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2018 | 2018 |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Zerto
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Zerto Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||