The Ultimate Guide to Customer Relationship Management
A curated American edition of IndustrialDay news, analysis, interviews, reviews, job moves, and related resources for Customer Relationship Management (CRM).
What to know about Customer Relationship Management
Customer Relationship Management (CRM) is a vital strategy that enables businesses to understand, engage, and nurture their customers effectively. It encompasses a broad range of tools, technologies, and techniques designed to manage interactions, data, and processes that drive customer satisfaction and loyalty.
Exploring recent stories tagged with Customer Relationship Management reveals critical insights about market trends, technological advancements, business challenges, and practical advice. From the rise of AI-enhanced CRM capabilities, strategic expansions by major providers, to the growing importance of personalised customer experiences, readers can learn how CRM continues to evolve in response to digital transformation and changing consumer expectations.
Whether you are a small-to-medium business aiming to leverage CRM for growth, or a large enterprise navigating complex integration and data analytics, these stories provide valuable perspectives on implementation strategies, overcoming customization challenges, and utilising advanced tools such as AI, cloud services, and real-time analytics. Clicking through these articles will equip you with knowledge to improve customer engagement, enhance service efficiency, and ultimately drive business success.
American Customer Relationship Management News
Regional stories with direct local relevance
Freehand names Krshna Prashant as first US Marketing Lead
The appointment signals a push to win cautious enterprise buyers as the supply-chain AI company expands in the US after a USD $75 million seed round.
Salesforce unveils Koa CRM reasoning model on NVIDIA
The model is already being piloted by customers as Salesforce pushes AI deeper into CRM workflows with fewer errors and more control.
Datarails launches Desk for finance request ticketing
Finance teams will gain a central queue with audit trails and AI-drafted replies, reducing time spent chasing invoices and records across systems.
Attentive launches AI Grow to boost email sign-ups
Retailers may lift sign-ups from existing traffic after beta tests showed a median 25% increase in email and SMS subscriptions.
Impala launches MCP server for philanthropy data in AI
Foundation teams can now query verified grant data in Claude and ChatGPT, as Impala bets on AI-powered analysis over proposal drafting.
Bolt launches AI platform for insurance distribution
Fragmented agency workflows could be cut as Bolt's new platform links quoting, servicing and carrier access across US insurance markets.
Analyst Insights
Research and market analysis connected to Customer Relationship Management
Litera adds AI search & growth tools for law firms
CFOs lack data trust, stalling AI adoption in finance
SnapLogic launches SnapCode for Claude Code integration
Microsoft launches AI sales & service tools in Copilot
Genesys names new partner chiefs to expand AI push
Featured News
Schrodinger's ERP both dead and alive, says Rimini Street
Businesses can avoid costly ERP rip-and-replace projects by layering AI and automation onto existing systems, Rimini Street says.
Theorem study: friction between pre-sales and executed media ads
Theorem's new survey finds friction remains the biggest barrier in enterprise pre-sales, despite widespread automation adoption.
Cohesity mitigating shadow AI by empowering staffers
Approved AI tools are cutting shadow use by staff, but Cohesity warns the bigger risk is corrupted enterprise knowledge and weak governance.
Expert Columns
Microsoft dramatically cut their distributors
Why You Need Phone Validation in Your Customer Data Toolkit
Bolt-on AI is the new lipstick on a pig; the pig is still running your enterprise
Why Customer 360 initiatives fail to deliver ROI
Beyond Prompt Engineering: Why Trust Engineering Is the Next AI Challenge
Navigating data challenges in China's E-commerce market
Data matching explained: The key to clean, connected data
Address data is the retail superpower
Why email automation fails without clean and verified data
How Sourcepass turns firewall upgrades into a competitive edge
Interviews
Interviews and video coverage from the networkRecent Customer Relationship Management News
B2B sales teams prefer clean data over AI assistants
Accurate prospect data remains the priority for most sales staff, with three-quarters choosing it over an AI assistant as CRM records stay patchy.
Ayla launches Dealer Hub for connected device networks
Manufacturers can now monitor dealer-installed devices across sites, aiming to cut service delays and spot faults before customers complain.
SAP adds TabPFN-3.5 Plus to AI Core for business data
Customers could get faster forecasts and risk scores from messy business tables as SAP brings Prior Labs' model into AI Core.
Zocks links client data platform to Claude for advisers
Advisers can now draft reviews and tax summaries with client context drawn from Zocks' conversation data, while keeping access read-only.
Intapp launches DealCloud plug-in for ChatGPT for finance
Eligible financial firms can now tap their own DealCloud records in ChatGPT while keeping confidential data and access barriers intact.
Atira raises USD $17.5 million for industrial AI sales
The funding will speed hiring and overseas expansion as manufacturers adopt software that has cut ask-to-bid times by up to 80%.
Sembly 3.0 aims to automate business document creation
Business teams could cut weeks from report and presentation work as the platform turns internal data into client-ready documents.
Totogi Ontology goes live in seven telecoms deployments
Telecoms operators are using the software to cut outages, alarm noise and order failures after live trials expanded across five continents.
Qualtrics unveils AI platform for experience management
The new system aims to let organisations test decisions and automate responses in live customer interactions before its 2027 release.
Pythian unveils Gemini Enterprise AI model for staff
The consultancy says workflow redesign, not tool access, helped triple AI engagement and cut database incident resolution times by 80%.
TD SYNNEX expands PartnerFirst with new partner tools
New lifecycle, quoting and messaging tools aim to help channel partners spot deals sooner and cut manual work across sales and renewals.
Practifi launches Sentir AI CRM for wealth managers
Wealth advisers will get daily briefings and AI-led workflow support as Practifi splits its platform into two products, Sentir and Naya.
Agiloft adds no-code contract management to Salesforce
Sales and legal teams can now handle contract requests inside Salesforce, with Agiloft aiming to cut manual tracking and data mismatches.
Salesforce expands Headless 360 across its platform
Authorised AI agents will now be able to call Salesforce functions across clouds with existing permissions, reducing the need for custom integrations.
Manufacturers back PLM as top data source for AI agents
Trusted product data is becoming the key test for AI adoption, with 66% of manufacturers saying systems fail without it.
Study finds companies lose 26% of time to wasted effort
Businesses could claw back hours and profit, with a study finding 26% of working time is lost to handoffs, switching and admin.
SEGA cuts ad production time by two-thirds with automation
Automation has slashed SEGA's ad production from three weeks to one, while also cutting media costs and outsourcing across seven markets.
Assistly adds revenue operations module for senior care
Senior care operators can now see billing, staffing and occupancy in one system, after Assistly tied revenue data to its platform.
SEI adds Zocks AI assistant to adviser services ecosystem
Advisers could see less admin and quicker follow-up as SEI widens its AI toolkit with software that turns client meetings into records and tasks.
Farsight deepens PitchBook data tie-up for deal teams
Deal teams can now pull PitchBook's private market data into Farsight without switching systems, cutting manual work in valuations and memos.