List of Merlin Customer Relationship Management Customers
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United Kingdom
Since 2010, our global team of researchers has been studying Merlin Customer Relationship Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Merlin Customer Relationship Management for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Merlin Customer Relationship Management for CRM include: Travis Perkins, a United Kingdom based Distribution organisation with 17000 employees and revenues of $6.55 billion, Travis Perkins, a United Kingdom based Distribution organisation with 17594 employees and revenues of $6.22 billion, Health Carousel, a United States based Professional Services organisation with 1700 employees and revenues of $748.0 million, Global Brands, a United Kingdom based Distribution organisation with 218 employees and revenues of $89.0 million, Duffells, a United Kingdom based Distribution organisation with 80 employees and revenues of $28.0 million and many others.
Contact us if you need a completed and verified list of companies using Merlin Customer Relationship Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Merlin Customer Relationship Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Avolites | Manufacturing | 51 | $20M | United Kingdom | Merlin Business Software | Merlin Customer Relationship Management | CRM | 2022 | n/a |
In 2022, Avolites implemented Merlin Customer Relationship Management to centralize sales administration and customer recordkeeping. The deployment emphasized core CRM capabilities, positioning Merlin Customer Relationship Management as the primary CRM for supporting sales, shipping, finance, marketing, and IT support functions within the company.
Configuration work focused on contact and account management, opportunity tracking, quotation and sales order processing, proforma invoice generation, and GRN recording, aligned to standard CRM workflows. Merlin Customer Relationship Management was used for structured data entry, maintaining accurate client records, preparing and processing quotations, purchase orders, and sales orders, and generating and emailing order acknowledgments to customers.
Operational coverage extended across the Sales team and international distributor communications, while also supporting Shipping, Finance, Marketing, and IT support team activities. Daily usage included booking travel and meetings, updating client contracts, document scanning and correspondence via email, and participation in Microsoft Teams sales meetings, reflecting cross functional adoption rather than a single-department pilot.
Governance and process changes centered on establishing routine workflows for order acknowledgement and confirmation, routing inquiries and messages, and centralized record maintenance with reporting lines into company Directors. Operational tasks captured in the system included proforma invoice creation, GRN entries, client communications, and scheduling logistics, creating a consistent administrative operating model under Merlin Customer Relationship Management and the CRM category.
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Datim | Distribution | 82 | $24M | United Kingdom | Merlin Business Software | Merlin Customer Relationship Management | CRM | 2016 | n/a |
In 2016 Datim implemented Merlin Customer Relationship Management to support sales, quoting, and marketing workflows. The deployment targeted the sales organization and the sales director's office, providing a centralized application for managing quotation follow up through hot bubble status and processing incoming orders.
Merlin Customer Relationship Management was configured to handle contact and opportunity management, quotation tracking, activity logging, appointment scheduling and basic marketing lead staging, reflecting standard CRM functional capabilities. Quotations were prepared by extracting data from the company estimating system and then entered into Merlin Customer Relationship Management for presentation to customers, while incoming sales orders received via fax and email were recorded and tracked through the CRM.
Lead capture and marketing outreach were operationalized by managing the ABI website, searching and downloading leads for stage 1 marketing calls and logging those leads into Merlin Customer Relationship Management. The CRM served as the central record for sales activity used in daily and weekly sales meetings, enabling the sales assistant and sales director to coordinate follow up, appointments, expenses and presentation delivery.
Governance and process emphasis centered on the sales director's office, with the CRM used by a sales assistant and PA to enforce consistent quotation workflows, appointment scheduling and marketing call staging. The implementation created a single system of record for sales and marketing customer engagement, quotation lifecycles and order capture within Datim's distribution operations.
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Duffells | Distribution | 80 | $28M | United Kingdom | Merlin Business Software | Merlin Customer Relationship Management | CRM | 2015 | n/a |
In 2015, Duffells deployed Merlin Customer Relationship Management to centralize customer and account data across its distribution operations. Merlin Customer Relationship Management operates as a CRM platform to support account management, sales order process oversight from product procurement to customer orders and delivery, and to maintain client data in alignment with current sales strategies.
Implementation focused on core CRM capabilities, including contact and account management, opportunity and pipeline tracking, and sales order entry linked to procurement workflows. Configuration included supplier record attributes to capture niche product approvals such as British Standards TS007 and FD40, contract management fields to support supplier negotiations and Master Service Agreement references, and embedded reporting via Merlin Analytics to surface account-level intelligence for weekly and monthly reviews.
The deployment integrated CRM-driven workflows with procurement and order fulfillment processes to support the end-to-end Sales Order Process managed by account and procurement staff. Operational coverage explicitly included Sales and Procurement teams and extended to HR and Project Management for new starter induction activities, with Merlin Analytics used for business intelligence and account performance monitoring.
Governance established data maintenance rules and structured workflows to keep client data current and to align CRM records with commercial policies, including adherence to the Consumer Rights Act 2015. The system was used to instrument supplier performance monitoring, inform vendor selection and contract negotiations, and to provide structured inputs for board-level weekly and monthly operational reviews.
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Fireco | Distribution | 134 | $20M | United Kingdom | Merlin Business Software | Merlin Customer Relationship Management | CRM | 2016 | n/a |
In 2016 Fireco implemented Merlin Customer Relationship Management as its CRM to centralize customer management and activity tracking across trade, education and care customers. Merlin Customer Relationship Management served as the primary system for sales and account management activities at the Hove based distribution business, supporting prospecting, repeat customer management and upsell identification.
Configuration emphasized contact and account management, activity logging and consultative selling workflows, with bespoke configurations used to capture appointment and meeting outcomes. The CRM was used to record sales opportunities, manage account portfolios and coordinate follow up actions, and it was extended to track installer engagement and certification activities for the Fireco Pro network.
Merlin Customer Relationship Management operated alongside Goldmine CRM and the Google platform for customer management and activity tracking, with users maintaining records and communications across those systems. Operational coverage included the sales and business development teams and, from June 2018, a small installer-facing team that used the CRM to schedule and document business development meetings with fire safety installers across the UK.
Governance focused on workflow standardization for account management and installer coordination, with the CRM used to organize certification training events and to maintain installer qualification records and interaction histories. System usage reinforced consultative selling processes and centralized activity tracking for sales, installer management and customer service functions.
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Global Brands | Distribution | 218 | $89M | United Kingdom | Merlin Business Software | Merlin Customer Relationship Management | CRM | 2014 | n/a |
In 2014, Global Brands implemented Merlin Customer Relationship Management. The Merlin Customer Relationship Management deployment targeted CRM functions across sales, customer service and order management for Global Brands United Kingdom operations, aligning the application with the distributor’s operational model and existing Merlin experience within the business.
The implementation configured core CRM modules including contact and account management, telesales workflow orchestration, opportunity and pipeline management, and order-to-cash coordination that incorporated sales order processing and proforma invoice generation. Configuration emphasized telesales features and inbound-outbound call handling, reflecting documented operational practices where telesales staff used Merlin for sales order processing, logistics and despatch management, and preparation of proforma invoices between 2007 and 2013. Automation included standardized closure letter generation and department monthly budget reporting workflows to support repeatable sales and service processes.
Integration and operational coverage focused on linking the CRM to internal order processing and despatch procedures and finance-adjacent invoicing activities, implemented across Global Brands distribution operations in the United Kingdom. Governance centralized CRM workflow ownership within sales and customer service leadership, with a rollout sequence prioritizing telesales and order management teams and documented process handoffs for logistics and despatch. The deployment supported day-to-day sales, customer service and logistics functions for a company of approximately 218 employees.
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Professional Services | 1700 | $748M | United States | Merlin Business Software | Merlin Customer Relationship Management | CRM | 2017 | n/a |
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Distribution | 65 | $25M | United Kingdom | Merlin Business Software | Merlin Customer Relationship Management | CRM | 2021 | n/a |
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Manufacturing | 56 | $20M | United Kingdom | Merlin Business Software | Merlin Customer Relationship Management | CRM | 2018 | n/a |
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Retail | 16 | $3M | United Kingdom | Merlin Business Software | Merlin Customer Relationship Management | CRM | 2017 | n/a |
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Distribution | 17000 | $6.6B | United Kingdom | Merlin Business Software | Merlin Customer Relationship Management | CRM | 2014 | n/a |
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