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.

  • Scan ID Solutions: Enhancing KYC Compliance for FinTech and Banking Apps

    Scan ID Solutions: Enhancing KYC Compliance for FinTech and Banking Apps

    Financial institutions face mounting regulatory pressure to verify customer identities accurately while preventing money laundering and fraud. Know Your Customer regulations require banks and FinTech companies to confirm the identity of every account holder through document verification and ongoing monitoring.…

  • The End Is Always Near: Why Tech Doom Predictions Never Age Well

    The End Is Always Near: Why Tech Doom Predictions Never Age Well

    Technology history tends to move in cycles of anxiety and adaptation. Periods of rapid adoption expose real constraints, and those constraints invite confident predictions that the system is on the verge of collapse. Bandwidth will run out. Storage will become…

  • Product Adoption: The Missing Link Between Acquisition and Revenue Growth

    Product Adoption: The Missing Link Between Acquisition and Revenue Growth

    Most sales and marketing teams obsess over acquisition. Traffic, signups, demo requests, pipeline. But there’s a quieter metric that determines whether all that effort actually turns into revenue: product adoption. Product adoption is what turns initial interest into long-term value. When…

  • Chatra: Integrate Chat with Your Site or Online Store in Just 5 Minutes

    Chatra: Integrate Chat with Your Site or Online Store in Just 5 Minutes

    Modern websites face a tricky balancing act. Visitors expect immediate answers, personalized experiences, and seamless communication across channels, yet most businesses struggle to deliver that level of responsiveness without overwhelming their teams. Email is slow, forms feel impersonal, and juggling…

  • Disconnected Marketing Stack and Digital Agency Marketing

    The Efficiency Imperative: Optimizing Tech Stacks for Smarter Digital Agency Marketing

    The mantra of doing more with less has shifted from a tired cliché to a financial necessity for marketing leaders in 2024. As economic headwinds tighten, the era of unchecked software spending is over, and organizations are now scrutinising their…

  • Best Platforms to Build AI Agents

    Best Platforms to Build AI Agents

    The artificial intelligence landscape has evolved dramatically, with AI agents becoming essential tools for businesses seeking automation, efficiency, and intelligent decision-making. As organizations increasingly recognize the transformative potential of agentic AI, the demand for robust development platforms has surged. This…

  • Martech for 2026

    Martech for 2026: The Shifts in AI, Data, and Buyer Behavior Every Leader Must Act On

    The Martech for 2026 report, authored by Scott Brinker and Frans Riemersma and sponsored by GrowthLoop, Hightouch, Intuit Mailchimp, MetaRouter, Progress, SAS, and Treasure Data, captures the most consequential shifts happening across marketing, technology, and buyer behavior. What follows are…

  • Stop Patching CX: Why Customer Experience Integration Is the New Standard

    Stop Patching CX: Why Integration Is the New Standard

    Tech stacks often begin with good intentions, but rarely is that enough. I’ve seen the same story play out in dozens of companies—starting with a core system, then suddenly bolting on a new analytics tool for marketing, a chatbot for…

  • The Potential of MarTech Isn’t the Dots—It’s the Connections That Complete the Vision

    The Potential of MarTech Isn’t the Dots—It’s the Connections That Complete the Vision

    After twenty-five years in the marketing technology industry, I’ve seen every generation of platforms promise transformation. CRMs, CDPs, marketing automation, enterprise analytics, AI-driven everything—you name it, I’ve implemented it. Each platform arrived with the same pitch: once it’s in place,…

  • SaaS Price Penalty

    Beware of the SaaS Contact Pricing Penalty

    The modern Software as a Service (SaaS) landscape is built on a deceptively simple revenue model: charge customers based on the number of contacts stored in the system. Whether you’re working with an email service provider, CRM, customer data platform,…

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