Surrey, GU21 5SB,
United Kingdom
CRM Trading Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by CRM Trading and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 55 CRM Trading employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CRM Trading has purchased the following applications: WooCommerce for eCommerce in 2021, Microsoft Dynamics NAV for ERP Financial in 2019, Intuit Mailchimp for Marketing Automation in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CRM Trading is running and its propensity to invest more and deepen its relationship with Automattic , Microsoft , Intuit 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 CRM Trading 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 CRM Trading 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.
eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2021 | 2021 |
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics NAV | ERP Financial | ERP Financial Management | Dynamics Square | 2019 | 2020 | In 2019, CRM Trading upgraded to Microsoft Dynamics NAV 2018 as an ERP Financial implementation to consolidate its accounting and tax reporting for a UK-based distribution business. CRM Trading is a 55-employee wholesaler of fragrance, skincare, cosmetics, and hair-care, and the Microsoft Dynamics NAV deployment was scoped to address finance processing bottlenecks and compliance requirements. The implementation centralized the whole financial process inside Microsoft Dynamics NAV, configuring ledger management, transaction processing, user setup workflows, and employee ledger maintenance. Dynamics Square configured Business Intelligence capabilities within NAV 2018 to provide near real-time insights and to support operational decision workflows, and the solution enabled one-click opening of ledgers and robust data export routines. Integrations implemented as part of the program included embedding Microsoft Office 365 and Microsoft Excel with Microsoft Dynamics NAV to enable report sharing and bulk data exports. The NAV 2018 setup was aligned to support Making Tax Digital submissions to HMRC, thereby covering statutory tax reporting for CRM Trading's UK finance operations. Operational coverage focused on finance and support ticket handling, improving the timeliness of invoicing and customer communications through email distribution of tax invoices and reports. Dynamics Square led the upgrade from Dynamics NAV 2009 to NAV 2018 and guided governance changes, training, and BI adoption to improve support ticket measurement and process visibility. Post rollout the client reported resolution of ledger performance issues, error-free Excel exports, instant report sharing via Office 365, and the ability to submit MTD returns to HMRC, all delivered within the Microsoft Dynamics NAV ERP Financial configuration. |
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2019 | 2019 |
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
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|
|
Transactional Email | PaaS |
|
2021 | 2021 |
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