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
Zoho Canada expands vertical approach in municipal government
Zoho Canada's Gary Yorke says municipalities need departments to share a directory and data infrastructure to make AI work for residents.
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.
Analyst Insights
Research and market analysis connected to Customer Relationship Management
Certinia expands Veda AI for professional services
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
Featured News
Zoho Canada expands vertical approach in municipal government
Zoho Canada's Gary Yorke says municipalities need departments to share a directory and data infrastructure to make AI work for residents.
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.
Expert Columns
AI in Retail is Only as Good as its Data Foundation
How to Choose the Right Email Verification API: A Buyer's Guide
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
Interviews
Interviews and video coverage from the networkRecent Customer Relationship Management News
Luware launches NimbusOne after Microsoft certification
Certified by Microsoft, the new client lets contact centre agents stay in Teams or work in CRM tools, reducing switching and support burdens.
FIS launches AI suite for CFO cash flow forecasting
Finance teams can now spot liquidity pressure earlier, as the new suite pulls together data from multiple systems and forecasts cash across time horizons.
Amperity launches Pér AI agent for marketing workflows
The tool aims to cut delays between analysis and campaign action, letting marketers approve AI-suggested steps inside existing systems.
CAS picks NEWWORK platform for AI-enabled operations
The pilot will link sales, production and logistics data, giving CAS real-time visibility across orders and deliveries as it tests an AI operating layer.
Mobilise launches telecom software for non-telco brands
The launch gives travel and fintech brands a faster route into mobile services, with software that avoids building telecom systems from scratch.
Manufacturers back MCP-linked AI for productivity gains
Connected product data is now seen as the key to productivity gains, with manufacturers citing faster decisions, development and launches.
Pipedrive rolls out Nova AI meeting tool worldwide
Sales teams will get AI meeting notes and CRM updates at no extra cost as Pipedrive expands Nova across Google Meet, Zoom and Teams.
Mastercard launches SME report as firms prioritise stability
New research shows 68% of SMEs now value stability over rapid expansion, prompting Mastercard to add business tools and cyber support.
Acceldata launches xFactory for governed private AI
Large enterprises can now build governed AI on fragmented data without moving it, as Acceldata targets regulated sectors with xFactory.
Tech Race Summit explores personalisation, AI and cybersecurity
AI and personalisation are reshaping Softswiss's product, engineering and security priorities as the group warns of higher cyber risk and tighter data demands.
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.
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.