The Ultimate Guide to Customer Relationship Management
A curated American 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.
American Customer Relationship Management News
Regional stories with direct local relevance
Lumin Digital raises USD $115 million in new capital
Backers including clients boosted the bank software provider's war chest to fund AI, payments and lending development as valuation hit USD $1.6 billion.
ConnectOne uses nCino AI to cut lending admin tasks
Routine lending work could be slashed for ConnectOne Bank staff as nCino's AI tools cut some document searches from 20 minutes to 30 seconds.
Supplyline Medical links Shopify & NetSuite in real time
Real-time syncing should cut manual work and inventory errors as healthcare buyers increasingly depend on online procurement for critical supplies.
Airbyte adds action-taking AI agents to OpenAI marketplace
Businesses can now let AI agents update Salesforce records and run tasks through Airbyte's new OpenAI Marketplace listing.
Aligned raises USD $60 million in Series B funding
The funding gives the New York- and Tel Aviv-based group room to expand its AI deal workspace as buyers demand faster, simpler sales cycles.
MANTL tops USD $40 billion in deposits, saves 1M hours
Banks and credit unions are using MANTL to speed up onboarding as deposits grow and branch staff save more than 1 million hours.
Analyst Insights
Research and market analysis connected to Customer Relationship Management
SnapLogic launches SnapCode for Claude Code integration
Microsoft launches AI sales & service tools in Copilot
Genesys names new partner chiefs to expand AI push
Parloa tops USD $50 million ARR after Series D boost
8x8 sees surging AI demand as usage revenue jumps 70%
Expert Columns
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
Trust, transformation and the women leading modern client partnerships
Respect through results: Breaking through male-dominated construction with no-code tech
Why more SaaS vendors are embedding data quality into their core platforms
Recent Customer Relationship Management News
Klaviyo opens Composer beta & expands Customer Agent
The move aims to help brands spot missed revenue and handle service queries from a single customer profile, rather than separate AI tools.
ASTRSK launches AI PR training platform for founders
Founders with tight PR budgets can now access a self-paced 21-day course, with AI tools for pitching and media lists, for USD $199.
Cake & Arrow says insurance AI needs better workflow fit
Insurers risk wasted AI spending unless new tools fit agents' daily workflows, as Cake & Arrow's research found uneven uptake and patchy support.
G2 launches buyer intent tools across six platforms
Go-to-market teams can now surface buyer signals inside chatbots, CRMs and analytics software, making outreach more targeted and timely.
Zapier survey says 92% of the sales leads are dropped
Missed revenue is mounting as 92% of sales managers say qualified leads are dropped each month, despite widespread AI adoption.
NEWWORK launches AI digital workforce platform in US
Large companies may gain a way to move AI pilots into production, as the platform adds governance and audit controls for enterprise workflows.
Opaque hires Microsoft veteran as Chief Platform Officer
The appointment signals a push to help regulated firms deploy AI agents without risking data leaks or unauthorised actions in sensitive systems.
Address data is the retail superpower
Cleaner address records can cut failed deliveries, trim costs and lift conversions as retailers chase faster, more reliable eCommerce fulfilment.
Canopy launches AI coworker for accounting automation
Accounting firms could cut admin bottlenecks as Canopy’s new AI tool handles onboarding, billing checks and document chasing inside its platform.
Monk raises USD $25 million to tackle invoice delays
The funding will help Monk target a USD $3 trillion US receivables market where many overdue bills stall over portal errors and missing details.
Treasure AI launches agentic platform for marketers
Marketers could cut manual campaign work as the new platform uses customer data and AI agents to trigger actions across channels in real time.
TCS launches AI job training with Cincinnati & Salesforce
Final-year students in Cincinnati will get paid AI training and a route into TCS roles through a three-month university-linked scheme.
Hapax launches AI platform to automate workplace tasks
Beta testing showed the platform can cut manual work quickly, completing more than 350 automations in under two weeks at one organisation.
Cox Business launches AI contact centre with RingCentral
Businesses gain an AI-enabled contact centre with omnichannel support, as Cox Business broadens its portfolio beyond traditional telecoms services.
Unanet, Xpedeon expand North America construction tie-up
Contractors in North America will gain a single flow of data from pipeline tracking to invoicing as two construction software systems are linked.
US small firms turn to AI tools to cut operating costs
US small firms are leaning on AI to slash admin costs and free staff for higher-value work, avoiding deeper headcount cuts for now.
Respect through results: Breaking through male-dominated construction with no-code tech
A tech leader swaps a NASDAQ-100 post for Florida construction, using no-code tools to tame chaos and boost profits by 28%.
People.ai links SalesAI to MCP for trusted CRM data
People.ai plugs SalesAI into MCP so Claude, Copilot and ChatGPT can tap cleaner revenue data directly inside existing AI workflows.
EILEEN FISHER adopts Aptos tech to unify store sales
EILEEN FISHER will roll out Aptos ONE POS across 50+ North American stores to unify sales, inventory visibility and omnichannel service.
FourKites unveils Loft AI platform for enterprise workflows
FourKites launches Loft AI platform and Sophie agent to turn natural-language instructions into automated workflows across enterprise apps.
