Customer Data Platforms Articles

Customer Relationship Management (CRM) and Customer Data Platforms (CDP) are essential tools for businesses looking to effectively manage customer interactions, streamline sales and marketing processes, and leverage data-driven insights for growth. These platforms help companies centralize customer data, automate workflows, and gain a comprehensive view of the customer journey. Key subtopics within CRM and data platforms include customer data management, data integration, data analytics, and marketing automation. Implementing a robust customer data platform strategy can improve customer engagement, optimize marketing campaigns, and ultimately drive more sales. Check out the articles below to discover how CRM and data platforms can help you take your customer relationships to the next level.

  • Creative Destruction: AI-Powered Marketing

    Creative Destruction: Why AI Will Unleash Marketing Creativity and Opportunities

    Thirty years ago, as I was adding PC connectivity to a manufacturing plant’s equipment to monitor equipment performance for predictive maintenance, I never imagined the world we now live in. I never imagined the job positions that I’d have. I never imagined the companies I’d be a part of creating. For those of you who don’t remember a time when…

  • Analyst Firms and Resources for Researching Martech Solutions

    Analyst Firms and Resources For Researching Your Next MarTech Solution

    The marketing technology (MarTech) landscape is vast, dynamic, and complex, with thousands of platforms promising to transform customer engagement, streamline operations, and drive revenue. For businesses, sales teams, marketing professionals, SaaS providers, and investors, selecting the right MarTech solution is a high-stakes decision. The wrong choice can drain budgets, disrupt workflows, demotivate and frustrate employees, or fail to deliver promised…

  • AgenticFlow: The No-Code AI Platform Powering the Next Generation of Intelligent Automation

    AgenticFlow: The No-Code AI Platform Powering the Next Generation of Intelligent Automation

    The acceleration of AI into business processes may be faster than any advancement I’ve witnessed in my career. Artificial intelligence is no longer a luxury; it has become a competitive necessity virtually overnight. AgenticFlow is positioning itself at the forefront of intelligent automation with a simple, compelling promise: let your AI agents handle the work while you focus on growth.…

  • Martech: Data Protection

    Why Data Protection Is a Critical Component of Every Modern Martech Stack

    As marketing tech gets more powerful, so too do the dilemmas that go with it. Marketers have at their fingertips today incredibly useful tools with which they can capture, analyze, and act upon more consumer information than ever. From CRMs and automation software to AI-fueled personalization engines and advanced analytics platforms, the modern martech stack is a marvel of ingenuity.…

  • Are You Hiring a Surgeon or Buying a Surgery? The Difference Will Define Your Marketing Success

    Are You Hiring a Surgeon or Buying a Surgery? The Difference Will Define Your Marketing Success

    I’m on the hunt for my next adventure right now. As I review job openings and network with colleagues, one thing is striking about our industry right now. Whether it’s hiring a Chief Marketing Officer (CMO) or onboarding a marketing agency, the decision isn’t just about cost or credentials—it’s about philosophy. I believe one of the most dangerous mistakes a…

  • Formstack: Collect Data, Create, and Sign Documents

    Formstack: Transform How You Collect Data, Create, and Sign Documents With This No-Code Platform

    In a world where digital expectations move faster than most business processes, teams often struggle to juggle spreadsheets, paper forms, and manual workflows that slow everything down. Whether you’re collecting customer feedback, managing internal approvals, or preparing documents for signature, inefficiencies cost time, money, and trust. Formstack Formstack exists to eliminate these inefficiencies with a simple but powerful promise: to…

  • Wix: The All-in-One Platform to Create, Manage, and Grow Your Online Presence

    Wix: The All-in-One Platform to Create, Manage, and Grow Your Online Presence

    Creating a website today comes with unique challenges for businesses, creators, and entrepreneurs alike. People expect professional design, fast load times, seamless mobile experiences, and built-in tools for marketing, commerce, and customer engagement—all without having to hire a developer or learn to code. Yet, assembling these capabilities often means stitching together multiple platforms, navigating technical complexity, or facing costly development…

  • Reasons for Custom Software Development

    Top 7 Signs Your Business Needs a Custom Software Solution (And Not Off-the-Shelf)

    In a fast-paced digital world, businesses need the right tools to stay competitive. While off-the-shelf software solutions may work for some, many companies find that they simply don’t meet their unique needs. Custom software development offers tailored solutions that scale with your business. But how do you know if it’s time to make the switch? Let’s dive into the seven…

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