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Marketing Automation > Viewpoints

Marketing automation and Customer Relationship Management (CRM) can help organizations build better relationships with customers, both new and old. Explore tools, techniques, and marketing automation platforms for analyzing and responding to customer behavior with unique marketing. Browse our latest marketing automation news, analysis, and advice. 

The Missing Middle: 7 Ways Marketers Can Fix the Biggest Gap in Their Martech Stacks

Many organizations still struggle to deliver timely, relevant customer experiences because they're missing the middle layer.

If the Email Bounces, Do You Still Have the Lead?

When a capture form treats its notification email as the delivery mechanism rather than as an alert about a record that already exists, a wrong address or a rejected message erases the enquiry with no trace, and the audit that finds those losses runs against the mail log rather than the CRM.

A Martech Dilemma: Composability vs. Consolidation

This is a battle with no clear battle lines.

From Offer Eligibility to Customer Intelligence: A Data Maturity Playbook for AI-Ready Enterprises

Turn offer eligibility from a one-time conversion step into verified, permissioned customer intelligence that supports personalization, loyalty, and long-term growth.

The Customer Expectation Reset: How Generative AI Is Rewriting the Digital Experience Playbook

Generative AI hasn't just introduced new capabilities, it has fundamentally reset user expectations. The gap between expectation and reality is forcing a rethink of content infrastructure from the ground up.

Make Your Martech Stack AI-Ready

If marketing leaders don't take time to unify data and streamline their processes, AI can end up delivering incorrect or misaligned outputs faster than humans in the loop can fix them.

Beyond Speed-to-Lead: How AI Improves Lead Quality for More Conversions

AI chatbots provide more than just rapid responses; they also ensure high-quality, consistent, and compliant CRM data that ultimately drives higher conversion rates.

AI in CRM: Where Security Risks Are Hiding

As AI agents gain autonomy inside CRM platforms, cybercriminals are exploiting hidden security risks to turn trusted CX automation into a silent gateway for customer data theft.

The Global Content Playbook: Why Brands Need Cultural Intelligence to Avoid Customer Experience Missteps

As AI enables brands to scale global content creation faster, cultural intelligence is emerging as a strategic driver to ensure multilingual content is not only linguistically accurate, but also culturally relevant.

Fraud Is a Revenue Problem and Your CRO Should Own It

Fraud is more than just a security failure; it is a revenue leak. Companies need to start treating it that way.

Good Data Privacy Stewardship Is a Competitive Advantage for B2B Marketers

Companies that prioritize data privacy act with integrity and discipline, which carries over to other parts of the organization.

AI Isn't Killing SaaS; the People Who Sold It Are

Software sales followed a simple playbook that hasn't panned out.

Dynamic Customer Journeys Need to Outgrow Campaign Thinking

Customer journeys rarely unfold in an orderly fashion; they're shaped by intent, timing, behavior, friction, and feedback as they happen.

Where Brand Loyalty Actually Gets Built

Habit drives more decisions than marketers think.

The New AI Risk for Marketers: Flawlessly Bad Decisions, Beautifully Integrated

Agentic AI is increasingly shaping CRM automation and customer engagement. But while the technology has improved, strong outputs are often built on flawed judgment.

The Deliverability Tax: Why Your Content Is Being Silenced (and What to Do About It)

As inbox providers and operating systems crack down on generic marketing outreach, poorly personalized messages are increasingly filtered, suppressed, or ignored. Behavioral relevance and real-time personalization are more essential than ever.

How Generation Alpha Will Rewrite the Rules of Customer Relationships

It's the end of anonymous loyalty: Generation Alpha will make traditional loyalty obsolete by expecting brands to earn trust from day one.

OpenAI Is Opening Up Advertising. Marketers Have Been Ready for Months

The whole world is watching OpenAI launch its ad platform. The data shows marketers have been waiting all year to try it out.

Influencer Marketing Isn’t Broken. Measurement Is

Influencer marketing doesn't struggle because it doesn't work, but because it's evaluated through metrics too narrow for real consumer behavior.

How CX Teams Can Keep AI Fatigue at Bay

Here are three disciplines that distinguish stalled rollouts from sustained results in AI-powered customer experience.