Aldrich West Coast Private Company Report 2025

TITLE TRANSITION TECHNOLOGY | Software What accounting software do you currently use?

WEST COAST EXECUTIVES

28% 27%

44%

“A CRM that will be AI integrated will be more efficient in lead management.” “Data -driven customer insights enhance product offerings and focused marketing, resulting in increased customer retention and satisfaction.” “We could enhance our client experience by creating mobile apps that keep them engaged during the buying process.” “We can reach a broader audience and target prospects more effectively with digital marketing tools and social media.” “Marketing automation tools will allow us to create targeted campaigns based on consumer behavior.”

Microsoft Dynamics

QuickBooks Enterprise

Sage

23% 22% 8%

Oracle NetSuite

Workday

QuickBooks Online

Which of these areas do you currently have software in place for? 87% Payroll 80% CRM

67% Human resources

63% Time + attendance

33% GPT/AI

58% Marketing automation

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