Paso Robles, 93446, CA,
United States
Merrill and Associates Technographics
Merrill and Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Merrill and Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Merrill and Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Merrill and Associates has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2004, Microsoft 365 for Collaboration in 2016, Zendesk Service for Customer Support in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Merrill and Associates is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Zendesk 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 Merrill and Associates revenues, which have grown to $10.0 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 Merrill and Associates 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.
Merrill and Associates Tech Stack and Enterprise Applications
Merrill and Associates ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2004 | 2004 |
In 2004, Merrill and Associates implemented Intuit Quickbooks Enterprise. The deployment targeted ERP Financial functionality to centralize accounting for the 50-employee distribution firm and to support core finance and transaction processing for its U.S. operations.
Implementation configured Intuit Quickbooks Enterprise to deliver general ledger, accounts payable, accounts receivable, inventory valuation and order transaction tracking, and financial reporting. Configuration work focused on chart of accounts design, transaction workflow rules, multi-user access control, and prebuilt reporting sets to support month-end close and operational reporting.
The solution was integrated into distribution operational workflows through transactional imports and shared master data for customers and inventory items, supporting finance, sales order processing, purchasing, and warehouse transaction recording. Operational coverage included corporate finance, the sales order desk, and warehouse inventory functions, aligning transactional flows between order-to-cash and procure-to-pay processes.
Governance established role-based user permissions, standardized invoicing and payment workflows, and consolidated monthly close procedures inside the application, with documented reconciliation steps and user training to enforce financial controls and consistent transaction processing.
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Merrill and Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Merrill and Associates implemented Microsoft 365 to address Collaboration across its 50-employee United States distribution operation. The deployment was positioned to support core business functions including cloud email, document management, and team collaboration, reflecting a small-enterprise, tenant-based SaaS configuration.
The Microsoft 365 implementation consolidated standard Collaboration modules such as Exchange Online for email, SharePoint Online and OneDrive for Business for document storage and versioning, Microsoft Teams for real-time collaboration, and the Microsoft 365 desktop and web productivity apps. Identity and access were aligned to a single Microsoft 365 tenant model with Azure Active Directory based authentication and role-based access controls to manage user provisioning and permissions consistent with small organization governance.
Using Microsoft 365 on their website was explicitly noted in public site metadata, indicating web-facing integration points for authentication or content delivery tied to the Microsoft 365 tenant. Operational coverage focused on back-office and customer-facing workflows typical to distribution, with centralized tenant administration and policy-driven data controls implemented to manage sharing and compliance at the company level.
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Merrill and Associates CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Service | Customer Support | CRM | n/a | 2020 | 2020 |
In 2020, Merrill and Associates deployed Zendesk Service in a Customer Support role on their website. The implementation embeds Zendesk Service as a hosted web support channel on the public site, routing customer inquiries into a centralized, cloud-based ticketing queue accessible to the companys customer service and operations teams.
Zendesk Service provides a web messenger widget for on-site inquiry capture, a ticketing workflow for routing and escalation, and the agent interface used for case management and response orchestration, aligning with common Customer Support functional patterns. The rollout concentrated on operationalizing web contact points into internal service workflows, establishing ticket assignment and status tracking, and enabling basic reporting for the 50-employee distribution firm.
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Real Estate CRM | CRM |
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2020 | 2020 |
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Merrill and Associates 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Merrill and Associates
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Owner & President | CXO | Finance | |
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Real Estate Associate Broker | Manager | Finance | |
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Broker Associate | Non Manager | Operations | |
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Apps Being Evaluated by Merrill and Associates Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||