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
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.
Analyst Insights
Research and market analysis connected to Customer Relationship Management
HPE launches scale-up server for SAP HANA workloads
DevRev wins ISO 27001 certification for AI security
Why brand visibility is the most critical metric in today's AI-driven world
Building an enterprise data integrity architecture for AI and compliance
G2's 2026 Best Software Awards reveal major market shifts
Expert Columns
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
35 years of marketing in technology: A front-row seat to change
Why more SaaS vendors are embedding data quality into their core platforms
Avoid these 3 common pitfalls when using AI to improve customer experience
Keep them coming back: How to reduce SaaS churn rates
Adoption of AI in Manufacturing: A look into trends, strategies and challenges
Interviews
Interviews and video coverage from the networkRecent Customer Relationship Management News
Glean & Gainsight integrate customer signals into AI
Customer-facing teams can now see health, risk and sentiment signals in one place as the integration goes generally available inside Glean.
Anthropic launches AI agents for financial services
Banks and asset managers gain templates for modelling, KYC and reporting as Claude is plugged into Excel, PowerPoint and Word.
Syspro launches marketplace for manufacturing ERP users
Manufacturers and distributors can now cut integration headaches as Syspro’s new marketplace bundles partner software around its ERP platform.
Infobip & TGR Haas launch AI fan companion RaceMate
Fans of TGR Haas can now get live race data and quizzes in chat as Formula One teams race to deepen digital loyalty.
Klaviyo launches Custom Skills for Customer Agent AI tool
Brands can now tailor automated service to their own rules as Klaviyo opens its Customer Agent AI tool to custom functions and integrations.
Cognizant named Aston Martin F1 Global AI Services partner
The deal should help Aston Martin turn race data into quicker decisions and better fan management as AI becomes central to its operations.
Salesforce launches Agentforce Operations for back office
Businesses could cut back-office cycle times by up to 70% as Salesforce expands Agentforce into finance, supply chain and compliance.
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365 Data Centres boosts win rates with Collective[i]
Embedding the software into daily workflows lifted 365 Data Centres' win rates by more than 15% and cut sales cycles by 35% in six months.
Backbase named Forrester leader & customer favourite
Banks seeking to cut fragmentation may see Backbase's Forrester nod as validation that its AI-native platform can unify front-office work.
Q4 launches AI-native CRM for investor relations teams
Investor relations teams could cut admin time as Q4’s new system turns meeting notes, reports and contact searches into AI chat tasks.
Oracle NetSuite launches AI coding skills for developers
Developers should see fewer errors and faster builds as NetSuite opens its coding guidance to more than 25 AI platforms worldwide.
Payment firms expand into broader merchant services
Merchants could soon get payments, loyalty, lending and checkout tools from one supplier as firms chase fuller control of commerce.
Celonis & ProcessLab launch banking apps for mortgages
Banks could speed up mortgage approvals and customer service with the new tools, after one lender cut response times by 32%.
Salesforce launches Headless 360 for agents & developers
The launch aims to let firms and software agents use Salesforce data and workflows inside coding tools and collaboration apps, cutting build times by up to 40%.
Paysight adds Paymend failed-payment recovery tool
Merchants could recover more lost sales as the tie-up gives Paysight users access to Paymend's 18% failed-payment recovery rate.
Canva & Klaviyo launch one-click email template link
Marketers can now skip rebuilds and file exports as the new link sends finished Canva emails straight into Klaviyo's template library.
HubSpot launches AI tools to tackle search decline
Organic traffic is falling for customers, prompting new tools that help marketers track brands across answer engines and AI assistants.
Emergent launches Wingman AI agent for workplace tasks
Australian firms under productivity pressure can now offload routine work to an always-on agent that links Gmail, Slack and calendars.
Emergent launches Wingman autonomous AI agent for work
By handling emails, calendars and routine requests in the background, the tool aims to cut admin for businesses wary of autonomous AI risks.
Rue Gilt Groupe plugs Riskified into Zendesk to curb fraud
Real-time risk scores are now guiding Rue Gilt Groupe agents on refunds and reroutes, as online retailers battle growing service-channel fraud.