CRM Integration Articles, Analysis, and News

Tips for Driving Customers to Self-Serve

Make self-service options readily available, easy to use, and valuable.

Phillip Britt // 26 Jun 2025

Tips to Ensure Service Reps Can Access the Info They Need

Modern contact center intelligence means agents are better informed and interactions move quickly.

Erik J. Martin // 28 Apr 2025

Post-Pandemic Live Events Look Very Different

In-person events are coming back, but not in their pre-COVID formats.

Linda Pophal // 28 Apr 2025

Securing FedRAMP Status Can Be a Profitable Endeavor

Government cloud security standards are tough to navigate, but the rewards of meeting them are great.

Phillip Britt // 28 Apr 2025

Sales Reps Deserve a System of Action CRM

It's time for a CRM that drives itself.

One Chowdhury // 08 Aug 2025

Embedded CDPs Emerge in Marketing

The MarTech world is moving quickly toward the concept of embedding customer data platform (CDP) capabilities within broader customer engagement and experience solutions.

Jonathan Moran // 05 Aug 2025

Is ‘I Thought YOU Were Handling That!’ Costing Your Team?

These moments waste your team's time, damage customer relationships, and slowly erode the trust that keeps your organization functioning.

Anne Lackey // 01 Aug 2025

How to Avoid the Customer Experience Cliff

When automation displaces so many human roles, CX quality takes a nosedive. The key is to define clear, human-centric strategies for implementing AI.

Jennifer Lee // 29 Jul 2025

Customer Experience

How Marketers Can Navigate the Zero-Click Era

As buyers increasingly rely on AI tools for faster decision making, more activities are starting to occur outside of your owned channels. Here's how to adapt.

John Buten // 08 Aug 2025