CROSSMARK
1921 State Highway 121,
Plano, 75056, TX,
United States
Plano, 75056, TX,
United States
1 469-814-1000
Professional Services
CROSSMARK Technographics
CROSSMARK Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CROSSMARK and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25000 CROSSMARK employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CROSSMARK has purchased the following applications: Sage 300 ERP (formerly Accpac) for ERP Financial in 2019, JobAdder ATS for Applicant Tracking System in 2016, Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) for Analytics and BI in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CROSSMARK is running and its propensity to invest more and deepen its relationship with Sage , SAP , JobAdder 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 CROSSMARK revenues, which have grown to $1.00 billion 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 CROSSMARK 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.
CROSSMARK Tech Stack and Enterprise Applications
CROSSMARK ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage 300 ERP (formerly Accpac) | ERP Financial | ERP | n/a | 2019 | 2019 |
In 2019, CROSSMARK configured Sage 300 ERP (formerly Accpac) as its ERP Financial platform to support core accounts receivable and accounts payable operations at the Mississauga, ON finance site. The deployment emphasized transactional finance workflows and month end control for a field-facing professional services organization operating with centralized finance oversight.
The implementation focused on the Accounts Receivable module to manage cash application, customer payment deductions, and monitoring of the Aged Trial Balance report, with enforced posting of all entries in Sage 300 ERP prior to period close. Accounts Payable controls were established to track incoming payable invoices, prepare and approve cheque requests, and route approved requests to head office for cheque preparation. Processes for reconciling customers payments and deductions on a monthly basis were configured, and the system was used to gather and compile trade spend backup to finalize monthly trade spend and charge back to clients where applicable.
Operational integrations and touch points included coordination with warehouse teams to investigate deductions and the use of customer portals to gather supporting documentation for deduction claims and trade spend reconciliation. The deployment used Sage 300 ERP for daily cash application work, classification of deductions, and reconciliation workflows, supporting Customer Business Manager interactions and finance desk activities. New hires received hands on training in the Sage 300 ERP workflows for deduction classification and posting to ensure consistent ledger treatment.
Governance changes established approval gates, including Customer Business Manager sign off for returned inventory authorizations and a defined cheque request approval path that involved head office processing. Monthly reconciliation ownership and filing practices were codified to align AR, AP and trade spend processes with period close timelines. Sage 300 ERP (formerly Accpac) was the operational system of record for these finance functions, linking transactional accounting, reconciliation, and trade spend chargeback activities.
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Expense Management | ERP |
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2013 | 2013 |
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CROSSMARK HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| JobAdder | Legacy | JobAdder ATS | Applicant Tracking System | HCM | n/a | 2016 | 2016 |
In 2016 CROSSMARK deployed JobAdder ATS as its Applicant Tracking System to centralize recruiting and talent acquisition workflows. JobAdder ATS was adopted as the company recruiting platform and is referenced in public job listings held by CROSSMARK.
The implementation emphasized standard Applicant Tracking System capabilities, including job requisition management, job posting and distribution, candidate sourcing and resume parsing, applicant tracking and pipeline management, interview scheduling and offer tracking, and reporting dashboards. Configuration work included role based access for recruiters and hiring managers, configurable hiring stages, and normalized candidate records to support consistent pipeline processing.
Operational coverage focused on CROSSMARK recruiting teams and corporate HR recruiters, using JobAdder ATS to publish openings and manage candidate flows from requisition to hire. The application supported hiring manager collaboration and recruiter workflow orchestration within the talent acquisition function.
Governance established standardized hiring workflows and requisition approval paths, with ownership assigned to HR and recruiting leadership. Process changes concentrated on centralized candidate records, structured interview notes, and coordinated recruiter to hiring manager communication inside JobAdder ATS.
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Applicant Tracking System | HCM |
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2016 | 2016 |
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HR Compliance | HCM |
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2018 | 2018 |
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Payroll | HCM |
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2011 | 2011 |
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Recruiting | HCM |
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2018 | 2018 |
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Recruiting | HCM |
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2019 | 2019 |
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CROSSMARK Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) | Analytics and BI | Analytics and BI | n/a | 2015 | 2015 |
In 2015, CROSSMARK implemented Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) to support Analytics and BI for enterprise reporting and analytics workflows. The deployment centered on data mart databases feeding a SQL Server and Analysis Services based platform, with SSRS used as the primary reporting layer and SSAS cubes providing analytical models and hierarchies.
The implementation included a broad set of SSRS report types, including Matrix, Drill Down, Drill Through, cascading parameterized and chart reports, with reports deployed to a report server and managed through report subscriptions. Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) configurations also incorporated report snapshots to improve SSRS performance, and Excel 2010 with Power Pivot was used for ad-hoc analysis.
ETL and data movement were implemented via a mix of SSIS and scheduled SQL Server Agent jobs, plus bespoke extraction code written in Scope on the Cosmos system, C , batch files, and T-SQL to support the MSN NIF pipeline and aggregate data for forwarding to internal teams. SSRS report deployment and SQL Server Agent job scheduling were part of the operational cadence for data loads and refresh cycles.
On the multidimensional side, the SSAS workstream modified Facts and Dimensions, created user defined hierarchies, organized measure groups and calculations, and maintained cubes to populate analytical models. A Malevich site was configured and hosted to enable an efficient code review process, and the team tracked project status and created issue items for timely review and updates to technical and transformation files.
Operational governance emphasized scheduled jobs and subscription management for report distribution, and explicit use of report snapshots to address performance concerns in SSRS. The platform supported internal reporting and analytics functions across CROSSMARK, with ongoing maintenance activities focused on cube population, measure adjustments and ETL orchestration.
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Data Warehouse | Analytics and BI |
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2012 | 2012 |
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CROSSMARK Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2015 | 2015 |
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CROSSMARK SCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Supply Chain Management | SCM |
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2016 | 2016 |
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CROSSMARK CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2011 | 2011 |
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CROSSMARK ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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CROSSMARK 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Cloud Storage | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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CROSSMARK 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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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at CROSSMARK
| First Name | Last Name | Title | Function | Department | Phone | |
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Senior Director of Analytics and Insights | Director | IT | |
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Director Analytics and Insights | Director | IT | |
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Director, Analytics and Insights | Director | IT | |
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VP of IT Innovation and Enterprise Architecture | VP | IT | |
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CIO | CXO | Finance | |
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Director, People & Culture | Director | HR | |
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Payroll Specialist | Manager | Finance | |
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Executive Vice President and Chief Financial Officer | CXO | Finance | |
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Vice President Controller & Finance Transformation | VP | Finance | |
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Vice President Finance | VP | Finance | |
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Corporate Travel Manager | Manager | Finance | |
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Executive Vice President of Operations | VP | Finance | |
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Assistant Controller | Director | Finance | |
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Accounting Manager | Manager | Finance | |
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Senior Director: Strategic Sourcing and Administrative Services | Director | Procurement | |
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Senior HR Manager | Manager | HR | |
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General counsel | CXO | Finance | |
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Chief human resources officer | CXO | HR | |
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Vice President, Human Resources | VP | HR | |
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Executive Legal Assistant | Manager | Legal | |
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Apps Being Evaluated by CROSSMARK Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CROSSMARK IT executives and key decision makers. This section highlights CROSSMARK's latest recorded technology evaluations, including Yardi Voyager for Real Estate Property Management on 2025-01-15. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CROSSMARK digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-01-15 | CROSSMARK | Evaluated | Yardi | Yardi Voyager | Real Estate Property Management | ERP Services and Operations |
FAQ - APPS RUN THE WORLD CROSSMARK Technographics
CROSSMARK is a Professional Services organization based in United States,
with around 25000 employees and annual revenues of $1.00 billion.
CROSSMARK operates a diverse technology stack with applications such as
Sage 300 ERP (formerly Accpac), JobAdder ATS and Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting),
covering areas like ERP Financial, Applicant Tracking System and Analytics and BI.
CROSSMARK has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, JobAdder and Microsoft.
CROSSMARK recently adopted applications including
Google Cloud Platform (GCP) in 2021, Okta Identity Cloud in 2021 and Proofpoint Email Security and Protection in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CROSSMARK’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CROSSMARK’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 CROSSMARK technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.