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Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

CRM Trading Data, Technology Stack, and Enterprise 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
Transactional Email PaaS 2021 2021
IT Decision Makers and Key Stakeholders at CRM Trading
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by CRM Trading Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD CRM Trading Technographics

CRM Trading is a Distribution organization based in United Kingdom, with around 55 employees and annual revenues of $5.0 million.

CRM Trading operates a diverse technology stack with applications such as WooCommerce, Microsoft Dynamics NAV and Intuit Mailchimp, covering areas like eCommerce, ERP Financial and Marketing Automation.

CRM Trading has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Automattic, Microsoft and Intuit.

CRM Trading recently adopted applications including WooCommerce in 2021, Intuit Mailchimp Mandrill in 2021 and Microsoft Dynamics NAV in 2019, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of CRM Trading’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates CRM Trading’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 CRM Trading technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.