Cypress, 90630, CA,
United States
United Exchange Corporation Technographics
United Exchange Corporation Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by United Exchange Corporation and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 85 United Exchange Corporation employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that United Exchange Corporation has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, Google Workspace (Formerly Google G-Suite) for Collaboration in 2014, Oracle NetSuite CRM for CRM 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 United Exchange Corporation is running and its propensity to invest more and deepen its relationship with Oracle , Google , Automattic 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 United Exchange Corporation 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 United Exchange Corporation 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.
United Exchange Corporation Tech Stack and Enterprise Applications
United Exchange Corporation ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Sage Business Cloud X3 (ex Sage ERP X3) | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014, United Exchange Corporation converted its on premises Sage Business Cloud X3 installation to Oracle NetSuite ERP as its chosen ERP Financial solution. The move positioned United Exchange Corporation on a cloud based business management suite that consolidates core financials and cross functional workflows into a single system of record.
Oracle NetSuite ERP was deployed to provide integrated financial management alongside CRM, ecommerce and professional services automation capabilities, using NetSuite's cloud architecture to deliver centralized transaction processing and real time visibility. Implementation work focused on configuring financials modules consistent with ERP Financial functional terminology, including general ledger consolidation, accounts receivable and accounts payable workflows, and integrated order to cash processes while bringing CRM and ecommerce into a unified data model.
The implementation replaced the named Sage Business Cloud X3 system and established a single cloud platform for finance and customer facing functions, enabling standardized close and reporting processes and tighter operational coordination between finance and commercial teams. The company cited greater business agility, visibility, flexibility and scalability for growth as expected outcomes from migrating to Oracle NetSuite ERP in the ERP Financial category.
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United Exchange Corporation Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2014 | 2014 |
In 2014, United Exchange Corporation implemented Google Workspace (Formerly Google G-Suite) as its primary Collaboration platform. The implementation is referenced in the company web properties and functions as the central environment for corporate email, calendaring, Drive based document storage, and real time document collaboration using Google Docs and Sheets.
United Exchange Corporation Google Workspace (Formerly Google G-Suite) Collaboration supports core business functions including corporate communications, document workflows, and internal collaboration across departments. Administration and deployment reflect a centralized cloud tenancy model, using the Google Admin console for domain verification, account provisioning, group and access management for 85 employees, and the website presence indicates domain and service validation consistent with corporate mail routing and service ownership.
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United Exchange Corporation CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite CRM | CRM | CRM | n/a | 2020 | 2020 |
United Exchange Corporation implemented Oracle NetSuite CRM in 2020. The deployment uses Oracle NetSuite CRM as a cloud SaaS instance embedded on the company website to capture leads and manage customer interactions. The implementation centralizes contact and account records and provisions a web-facing lead capture layer tied to the corporate site. The deployment structure is a single NetSuite instance configured to serve the organizations online engagement and internal CRM workflows.
Functional capabilities are centered on standard CRM workflows, including contact management, web-to-lead capture, sales pipeline and opportunity tracking, and centralized account profiling to support sales and marketing operations. Operational coverage spans sales and marketing teams and is oriented around online customer engagement through website forms and synchronized customer records. Governance emphasizes centralized data stewardship and CRM-driven workflow orchestration for lead routing, opportunity management, and consistent customer record handling. Oracle NetSuite CRM is used to unify website-originated interactions with internal sales and marketing processes within the CRM application.
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CRM | CRM |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at United Exchange Corporation
Apps Being Evaluated by United Exchange Corporation Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||