Customer relationship management (CRM)
MarTech is your source for CRM (customer relationship management) content. You’ll find a variety of up-to-date and authoritative resources, including the latest news, tactic-rich tutorials, and the latest data to help you work smarter and make better decisions.
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Customer relationship management (CRM)
How to apply your lead scoring strategy in HubSpot and Monday.com
Implementing a new lead scoring strategy or refining your old one? Review some basics and put them to work in two popular CRMs.
Marketing artificial intelligence (AI)
AI transformation: 2025 predictions
Experts predict that AI will spur transformation around data, content optimization, decisioning and hiring chief AI officers in the year ahead.
4 key features in Salesforce’s Agentforce 2.0
The new version of Agentforce adds a pre-built skills library, Slack integration, a more powerful reasoning engine and an agent testing center.
Customer relationship management (CRM)
HubSpot to acquire conversational intelligence platform Frame AI
Frame AI will add capabilities to pull insights from unstructured data in emails, calls, meetings and other conversations.
Marketing artificial intelligence (AI)
AI is poised to disrupt the world of martech vendors and users
The Martech AI 2025 report shows how genAI is already changing the martech stack and the way digital marketers are operating.
Customer relationship management (CRM)
5 ways to integrate LinkedIn with your CRM for better sales-marketing collaboration
Connecting the largest online community of businesspeople with your CRM streamlines a number of processes. Here's how you can do it.
Marketing artificial intelligence (AI)
AI-powered martech news and releases: September 19
At Salesforce’s Dreamforce and HubSpot’s Inbound the talk is all about agents and their ability to deliver on AI's promise.
HubSpot unveils Breeze, its ‘complete AI solution’
Platform has personas for marketing, sales and service, as well as four bots and more than 80 other new features.
Marketing artificial intelligence (AI)
Salesforce launches new, ‘more trustworthy’ generation of AI bots
Agentforce is designed to take actions on its own using guardrails and can be customized without much technical know. CEO Marc Benioff calls it, "AI for the rest of us."
HubSpot experts share tips for successful CRM implementations
Whether you're using HubSpot support or implementing on your own, here are some factors and steps to consider.
3 elements of a customer technology strategy
Tips for shifting from siloed martech, salestech and support tech to a cohesive strategy for seamless customer interactions.
Customer relationship management (CRM)
22 must-have reports for measuring CRM health
Find out the reports you need to monitor data hygiene, improve marketing and sales processes and much more.
Comic Con trivia, cat personalities and beyond: Empowering customer engagement
Komo is bringing customer engagement activations to huge events like Comic Con but also to sports, shopping centers and media broadcasts.
Marketing artificial intelligence (AI)
Sourcing first-party data for a CDP: Best of the MarTechBot
See how the MarTechBot responds to a prompt and how the prompt can be improved. Today: how to source data for a new CDP.
Customer relationship management (CRM)
3 traits of an effective marketing CRM product owner
Discover why curiosity, problem-solving and business acumen are the most important traits for your CRM product owner.
Marketo experts share tips for successful MAP implementations
Implementing a marketing automation platform like Adobe Marketo Engage requires careful preparation for the project, data and team members.
Customer relationship management (CRM)
Postie launches CRM Optimization for direct mail
Why mass mail to a large random audience when you could mail to a relevant audience based on automated analysis of CRM data?
Rumors of an Alphabet-HubSpot deal just won’t go away
There's plenty of smoke, but as yet no fire to the rumors.
What does ‘better data quality’ mean for marketers? And how do we get there?
A step-by-step guide to improving the quality of your marketing data and keeping it there.
Marketing artificial intelligence (AI)
Unifying first-party data using CDPs and other tools: Best of the MarTechBot
See how the MarTechBot responds to a prompt and how the prompt can be improved. Today: CDPs and other tools that help unify data.
Ana Mourão: Spotlight on the expert
Ana Mourão is a senior digital marketing leader and CDP advisor at the iconic global tools brand Stanley Black & Decker.
Customer relationship management (CRM)
Salesforce reportedly close to deal for Informatica
The deal would give the CRM giant powerful data managing tools, a significant customer list and more AI technology.
Customer relationship management (CRM)
MarTech’s CRM experts to follow
CRM is essential to martech. Doesn't matter if you're B2B or B2C, you use it. Here are the must follow voices to stay up to date on the latest developments.
Marketing artificial intelligence (AI)
How to make sure your data is AI-ready
Use these practical tips to prepare your customer data so you can make the most of artificial intelligence.
Customer relationship management (CRM)
Salesforce predicts lower growth as CEO focuses on AI’s problems
CEO Marc Benioff kicked off the earnings call by talking a little about Salesforce's success and a lot about the problems with AI.
Only 6% of global marketers apply customer insights to product and brand
Only 30% have access to a single customer engagement platform capable of creating personalized, seamless experiences across channels.
Salesforce rolls out new edition of Marketing Cloud for small businesses
Called Marketing Cloud Growth, the new edition is designed around tasks that small businesses lack the people and resources to take on.
CRM and marketing automation: The challenges and benefits of integration
These foundational elements of the martech stack work better together, if you get the integration right.
Salesforce’s full-funnel approach to social media
Social listening and analytics inform the company’s growing social media team on how to engage customers and streamline customer care.
How ThriftBooks uses data insights, loyalty and experience to drive ecommerce sales
The independent online bookseller used year-round ecommerce strategies to grow sales 20% over the holidays.
Customer relationship management (CRM)
Real-time vs. batch-based CRM data processing: Key considerations
Make the most of your CRM data. Learn how real-time and batch-based processing works and ways to use each approach in your campaigns.
Project and workflow management
Microsoft unveils new workflow and analysis tools for Customer Insights
The company is evolving the product into a full-service marketing backbone, similar to offerings from Salesforce and HubSpot.
Customer relationship management (CRM)
2023 in review: Our top 10 articles on CRM
As the year comes to a close we're looking back on what's been learned. Here are 10 of the most popular posts about CRM by our experts.
Customer relationship management (CRM)
5 ways CRMs are leveraging AI to automate marketing today
Here’s how AI innovations in major CRM platforms are transforming functions like sentiment analysis, campaign creation and more.
Marketing automation software for small business: How to get started
Marketing automation software can help small businesses streamline marketing, enhance customer engagement and drive growth.
Marketing artificial intelligence (AI)
Salesforce updates Einstein 1 Platform with unified business data
Data Cloud Vector Database will bring together all business data, including unstructured data from emails and PDFs, to improve AI experience.
Marketing artificial intelligence (AI)
Expanded integration lets Salesforce sell through AWS
The collaboration is expected to also aid AI development and use, as well as more streamlined data management.
How HubSpot found the right sports sponsorship partner
The NWSL's Angel City FC was created with a mission that goes beyond playing soccer. That mission made it a perfect partner for HubSpot.
Customer relationship management (CRM)
The data disconnect: Why understanding your data landscape matters more than ever
Do you understand all the possible sources from which data flows into your CRM? It might be time for a data landscape assessment.
Salesforce tries to grab AI talent from the OpenAI maelstrom
CEO Mark Benioff hopes he can lure dissatisfied AI experts to come work on Salesforce's Einstein 1 Platform.