CRM Trading
Unit 3, Woking8, Forsyth Road, Woking,
Surrey, GU21 5SB,
United Kingdom
Surrey, GU21 5SB,
United Kingdom
44 17 8422-7830
Distribution
CRM Trading Technographics
CRM Trading Technographics, Software Purchases, AI and Digital Transformation Initiatives
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: Microsoft Dynamics NAV for ERP Financial in 2019, WooCommerce for eCommerce in 2021, 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 Microsoft , Automattic , 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.
CRM Trading Tech Stack and Enterprise Applications
CRM Trading ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics NAV | ERP Financial | ERP | 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 Trading eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2021 | 2021 |
In 2021, CRM Trading implemented WooCommerce on its website to provide a direct online sales channel for its United Kingdom distribution operations. The implementation places WooCommerce at the center of CRM Trading's eCommerce capability, supporting the public storefront, product catalog management, shopping cart and checkout workflows. The deployment is positioned to handle order capture and basic order management for the company's catalog of distribution products.
Configured modules include product listing and catalog configuration, shopping cart and checkout orchestration, tax and shipping rules, and order status tracking, reflecting typical eCommerce functional modules offered by WooCommerce. The solution uses the WooCommerce application from Automattic and is integrated into CRM Trading's website to centralize online order capture and support sales and fulfillment workflows. Governance appears to be operationally focused on website-led commerce and order processing by commercial and logistics teams across the United Kingdom.
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CRM Trading CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2019 | 2019 |
In 2019 CRM Trading implemented Intuit Mailchimp as its Marketing Automation solution on the public website. The deployment centered on embedding Mailchimp signup forms and adding Mailchimp tracking scripts to capture website subscribers and support email campaign delivery.
Intuit Mailchimp was configured to manage audience lists, create email campaigns and templates, and operate automated workflows for welcome series and announcements, reflecting standard Marketing Automation capabilities. The configuration included template-driven campaign orchestration, audience segmentation and basic reporting to inform campaign cadence.
Integration scope was website-centric, with embedded forms and tracking enabling lead capture from product pages and contact flows, and synchronization back into Mailchimp audiences for segmentation. Operational coverage focused on marketing and customer engagement activities supporting CRM Trading's distribution business in the United Kingdom.
Governance emphasized permission-based lists, consent capture at signup and scheduled campaign governance to maintain deliverability and compliance with UK email regulations. Ongoing operational responsibilities were centered with the internal marketing function, who manage lists, campaigns and template updates via the Intuit Mailchimp interface.
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CRM Trading PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2021 | 2021 |
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IT Decision Makers and Key Stakeholders at CRM Trading
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by CRM Trading Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CRM Trading IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CRM Trading digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
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
Microsoft Dynamics NAV, WooCommerce and Intuit Mailchimp,
covering areas like ERP Financial, eCommerce and Marketing Automation.
CRM Trading has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Automattic 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.