the voice of customer experience technology
the beat

CRM & Data

CRM & Customer Data Management

32 video storiesAll storiesVideo · 32
More storieschronological
SAP's CMO on Why Brands Are Sitting on a "Dark Data" Time Bomb
Interview

SAP's CMO on Why Brands Are Sitting on a "Dark Data" Time Bomb

SAP Engagement Cloud CMO on why 43% of Gen Z using AI agents to buy is forcing brands to rethink how they act on customer data.

Rhys Fisher · 24 Jul 2026
The CRM Stack Is Cracking, Treasure AI Warns
Interview

The CRM Stack Is Cracking, Treasure AI Warns

Treasure AI’s Rafael Flores explains why legacy CRM and CDP stacks may be too slow for AI-native customer engagement.

Nicole Willing · 20 Jul 2026
"Your AI Shouldn't Own the Relationship" The CRM Relationship Trap
Interview

"Your AI Shouldn't Own the Relationship" The CRM Relationship Trap

Learn how to improve your AI-led CRM, reduce sales friction, and keep trust central to customer engagement.

Francesca Roche · 10 Jul 2026
Legacy CX Platforms Turn to AI-Native Acquisitions as Agent Race Heats Up
Interview

Legacy CX Platforms Turn to AI-Native Acquisitions as Agent Race Heats Up

The Salesforce Fin acquisition shows legacy CRM platforms are buying AI-native CX capabilities to move fast, says John Kim, CEO of Delight.ai.

Nicole Willing · 7 Jul 2026
Legacy CRM Wasn’t Built for AI: The Case for a New Stack
Interview

Legacy CRM Wasn’t Built for AI: The Case for a New Stack

Jason Eubanks, Co-Founder and CEO of Aurasell, on why legacy CRM systems may struggle with agentic AI and what CX leaders should ask vendors.

Nicole Willing · 5 Jun 2026
Turning CRM Data Into Action: A Practical Playbook for CX Leaders
Roundtable​

Turning CRM Data Into Action: A Practical Playbook for CX Leaders

Learn how CX leaders can turn CRM and CDP data into systems of action with AI and outcome-led metrics that reduce customer effort.

Nicole Willing · 19 May 2026
How CRM Vendor Attio Turned Intercom's Fin AI Agent Into an Always-On Sales Rep
Case Study​

How CRM Vendor Attio Turned Intercom's Fin AI Agent Into an Always-On Sales Rep

CRM vendor Attio explains how Intercom's Fin AI agent helps it to meet prospects instantly, 24/7, as customer expectations evolve.

Nicole Willing · 14 May 2026
How is AI Reshaping CRM & Customer Data Stacks, & How Can Leaders Prove Investments Deliver Value?
Interview

How is AI Reshaping CRM & Customer Data Stacks, & How Can Leaders Prove Investments Deliver Value?

In this roundtable, a panel of CX leaders from ServiceNow, Zendesk, Zoho, Freshworks, and Arion Research join CX Today's Nicole Willing.

Nicole Willing · 14 Apr 2026
Why NFL Teams Are Struggling with Fan Engagement, And How to Fix It
Explainer

Why NFL Teams Are Struggling with Fan Engagement, And How to Fix It

Amperity's co-founder and CTO breaks down the messy reality of sports fan data, and how agentic AI is changing what teams can actually do.

Rhys Fisher · 8 Apr 2026
Why Mobile CX Is the New Power Move for Contact Centers
Sponsored · Diabolocom

Why Mobile CX Is the New Power Move for Contact Centers

Diabolocom's James Scott reveals how Mobile CX is transforming customer interactions to drive measurable ROI.

Rhys Fisher · 5 Nov 2025
How a CDP Goes Beyond a CRM and Unleashes Omni-Data Insights for Your CX
Sponsored · Content Guru

How a CDP Goes Beyond a CRM and Unleashes Omni-Data Insights for Your CX

The customer experience landscape is evolving rapidly, and traditional CRM systems are struggling to keep pace with modern demands. In this insightful conver...

Guest Blogger · 5 Aug 2025
Salesforce Update - The Google Gemini Announcement, Agentforce 2dx, & ITSM Push
News

Salesforce Update - The Google Gemini Announcement, Agentforce 2dx, & ITSM Push

Watch on YouTube. In this episode of our Salesforce Update, CX Today's Floyd March hosts two expert customer experience analysts to discuss the latest news i...

Floyd March · 4 Apr 2025
CRM: 5 Trends Tearing Through the Market - #CXTrends24
Interview

CRM: 5 Trends Tearing Through the Market - #CXTrends24

Watch on YouTube. CX Today's Charlie Mitchell hosts Ramprakash Ramamoorthy, Director of AI Research at Zoho . The video forms part of our Big CX Trends serie...

Charlie Mitchell · 1 Jul 2024
The Google-HubSpot Acquisition Rumors: Could It Really Happen?
Interview

The Google-HubSpot Acquisition Rumors: Could It Really Happen?

Watch on YouTube CX Today's Charlie Mitchell hosts Liz Miller, VP & Principal Analyst at Constellation Research and Rebecca Wetteman, CEO & Principal Analyst...

Charlie Mitchell · 16 Apr 2024
Ground Your AI Strategy on Data, Says Salesforce Exec
Feature

Ground Your AI Strategy on Data, Says Salesforce Exec

Watch on YouTube. In an exclusive interview from Enterprise Connect 2024, Rob Scott of CX Today speaks with Ryan Nichols, Chief Product Officer of Service Cl...

Rob Scott · 28 Mar 2024
BIG CX News - Dreamforce Special! The Latest on the Einstein 1 Platform, Copilot, & More
Feature

BIG CX News - Dreamforce Special! The Latest on the Einstein 1 Platform, Copilot, & More

Watch on YouTube. CX Today's Charlie Mitchell presents the latest trending news from Dreamforce 2023. He's joined by four prominent CX analysts to dissect th...

Charlie Mitchell · 27 Sept 2023
Barnardo's Discusses Its CRM Selection Process and Implementation
Interview

Barnardo's Discusses Its CRM Selection Process and Implementation

Watch on YouTube. CX Today's Charlie Mitchell hosts Melissa Bell, the Executive Leader of Practice Quality at Barnardo's Australia . We discuss Barnardo's CR...

Charlie Mitchell · 8 Aug 2023
Will CRM Systems Replace Contact Center Platforms?
Sponsored · CX Today; Glance

Will CRM Systems Replace Contact Center Platforms?

Watch on YouTube. CX Today's Charlie Mitchell hosts Tom Martin, CEO of Glance. In this session, we consider the evolution of CRM systems, discussing: Whether...

Charlie Mitchell · 17 Feb 2023
Who is Leading the Customer Engagement Platform Space? Omdia Research Reveals All
Interview

Who is Leading the Customer Engagement Platform Space? Omdia Research Reveals All

 Watch and subscribe on YouTube. CX Today's Charlie Mitchell hosts Mila D'Antonio, Principal Analyst at Omdia . In this session, we analyze Omdia's latest r...

Charlie Mitchell · 8 Sept 2022
The Future of Zendesk Following Its Acquisition
Interview

The Future of Zendesk Following Its Acquisition

Watch and subscribe on YouTube. In this session we debate the recent acquisition of Zendesk, discussing: What the low valuation of Zendesk means for the rest...

Charlie Mitchell · 15 Jul 2022
Enabling Awesome CX in CRM with makepositive
Sponsored · Sabio; makepositive

Enabling Awesome CX in CRM with makepositive

CX Today's Sandra Radlovački hosts Omar Paul, Delivery Director, makepositive, part of Sabio Group. In this session we discuss the following: Top challenges ...

Sandra Radlovački · 29 Jun 2022
5 Trends Driving CRM Innovation
Sponsored · Content Guru

5 Trends Driving CRM Innovation

CX Today's Charlie Mitchell hosts Martin Taylor, Director of Content Guru. In this session, we consider the future of CRM, discussing the following five tren...

Charlie Mitchell · 13 Jun 2022
Zendesk Discusses Its Latest CRM Innovations
Interview

Zendesk Discusses Its Latest CRM Innovations

Watch and subscribe on Youtube . In this session, we explore the latest CRM innovations from Zendesk, discussing: A rundown of the new Zendesk CRM capabiliti...

Charlie Mitchell · 13 May 2022
The Future of CX in a Post-Pandemic World and the Role of CRM
Sponsored · HubSpot

The Future of CX in a Post-Pandemic World and the Role of CRM

Watch on YouTube In this session we discuss the following: As we surface from the pandemic, why should business leaders prioritise customer experience? Has t...

Rob Scott · 21 Jul 2021
The Future of CX Starts with the CRM
Sponsored · SugarCRM

The Future of CX Starts with the CRM

Watch on YouTube In this session we discuss the following: CRM challenges in modern businesses Lost revenue opportunities Driving better CX with CRM If you’r...

David Dungay · 19 Jul 2021
The Past, Present and Future of CRM
Interview

The Past, Present and Future of CRM

Watch on YouTube . In this session we discuss the following: The problems that the CRM category emerged to address Surprises in the ways the CRM category has...

William Smith · 17 Jun 2021
Brandsnamed in this beat
SalesforceContent GuruPwCQualtricsHubSpotAcousticConcentrixTreasure AIServiceNowSAPTreasure DataCoevera