The Ultimate Guide to Customer Relationship Management
A curated Canadian edition of TechDay 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.
Canadian Customer Relationship Management News
Regional stories with direct local relevance
Focal AI launches agentic platform for Canadian advisers
Advisers could reclaim hours each week as the new software auto-fills forms, drafts emails and updates records after client meetings.
Carrick launches AI phone platform for health care
The platform is already helping clinics cut missed calls and no-shows as NL Health Services uses it in a cancer screening programme.
Canadian business travellers embrace unapproved AI tools
A gap in company controls is pushing many Canadian staff to use unauthorised AI for travel planning, expenses and rebooking.
Bloom IA launches AI sales coaching platform for B2B teams
The Montreal startup's software aims to close a coaching gap by showing managers how reps handle calls, not just whether they happened.
How this Ont. town is using AI from bylaw to trash pickup
Data silos and staff time are being cut as the township uses AI agents to speed calculations, analyse waste and answer residents online.
Beyond attendance: How today's tech brands are rethinking event ROI
Tech marketers are under pressure to prove events drive pipeline, as leaders now expect a clearer link to revenue than simple attendance counts.
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.
How this Ont. town is using AI from bylaw to trash pickup
Data silos and staff time are being cut as the township uses AI agents to speed calculations, analyse waste and answer residents online.
Expert Columns
Microsoft dramatically cut their distributors
Why You Need Phone Validation in Your Customer Data Toolkit
Why Customer 360 initiatives fail to deliver ROI
Beyond Prompt Engineering: Why Trust Engineering Is the Next AI Challenge
Beyond attendance: How today's tech brands are rethinking event ROI
Navigating data challenges in China's E-commerce market
Data matching explained: The key to clean, connected data
Why email automation fails without clean and verified data
How Sourcepass turns firewall upgrades into a competitive edge
Trust, transformation and the women leading modern client partnerships
Interviews
Interviews and video coverage from the networkRecent Customer Relationship Management News
Konverge embeds AI in custom software to streamline work
Businesses could cut delays and duplicate work as Konverge puts AI inside workflows, while keeping human oversight for compliance.
35 years of marketing in technology: A front-row seat to change
A veteran marketer reflects on 35 years in tech, tracing the journey from hand-coded web pages to data-fuelled, curiosity-driven SaaS leadership.
Zoho boosts global SMB growth with new AI-driven features
Zoho has grown its global SMB customer base by 40% in H1 2025, unveiling AI-driven features across six solutions to boost productivity and revenue.
Salesforce launches Agentforce 3 to boost enterprise AI
Salesforce unveils Agentforce 3, enhancing control and visibility for enterprises to efficiently scale AI agents across operations amid rising global adoption.
Exclusive: Zoho pushes AI frontier with privacy-first agentic tools
Zoho launches privacy-first AI agents that automate complex tasks, enhancing business workflows without compromising customer data security or adding extra costs.
Zoho launches secure browser & AI-powered CRM for businesses
Zoho launches Ulaa Enterprise, a secure browser for businesses, plus AI-enhanced CRM for Everyone, aiming to boost privacy and productivity with low IT costs.
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.
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.
me&u launches reservations platform with Aria partnership
The launch could help venues cut supplier sprawl and recognise returning diners across bookings, orders and events in one system.