Customer data management
Customer data management includes monitoring data integrity, privacy and security for CRM platforms and, for some organizations, separate customer data platforms while maintaining updated, compliance customer records across sales, marketing service and e-commerce operations.
Top Stories
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Answer
25 Apr 2025
How can analytics improve content management?
Customer data and behavior analytics tools can give content managers insight into the kind of content site visitors want. Continue Reading
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News
04 Apr 2025
Where AI really fits into digital customer experience tech
An interview with Calvin Cheng, partner at consultancy West Monroe, who works on digital strategy and CX teams. Continue Reading
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News
24 Aug 2023
Salesforce unveils new tools for field service workers
The CRM vendor's new tools for service workers include a virtual appointment scheduler and a platform to view details about customers' purchased products and service history. Continue Reading
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News
23 Aug 2023
Twilio's new CDP tool unites data for more personalization
Twilio's new tool uses its customer data platform, Segment, to connect real-time unified customer profiles with isolated data and boost marketing customization for better CX. Continue Reading
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Definition
22 Aug 2023
heat map (heatmap)
A heat map is a two-dimensional representation of data in which various values are represented by colors. Continue Reading
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Feature
17 Aug 2023
Genesys offers workforce management tool to measure EX
A contact center management firm uses a Genesys tool that collects information about employees' experience to uncover organizational weaknesses and identify ways to improve. Continue Reading
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Feature
16 Aug 2023
Online forms tool offers custom designs and user insights
Digital marketing agency SmartBug Media uses digital customer survey platform Typeform to create custom-designed, brand-appropriate questionnaires and collect user data insights. Continue Reading
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Tip
08 Aug 2023
How to collect customer feedback
Businesses that collect customer feedback are more likely to create positive experiences and address issues. Analyzing feedback can show deeper insights into customer sentiment. Continue Reading
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Tip
03 Aug 2023
How to gather and evaluate customer sentiment
Businesses can harvest customer sentiment from a variety of places, including social media, surveys, likes, comment cards, contact centers and word-of-mouth. Continue Reading
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Tip
31 Jul 2023
ABM vs. demand generation: How are they different?
ABM and demand generation differ in significant ways. But when approached correctly, the two can complement one another, leading to higher revenue and long-term customer loyalty. Continue Reading
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Tip
25 Jul 2023
Top 12 demand-generation strategies for quality leads
Demand generation can play a key role in increasing revenue. Learn some effective demand-generation strategies that stimulate interest in a company's product or service. Continue Reading
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Tip
24 Jul 2023
Top 9 benefits of account-based marketing
Account-based marketing is a targeted approach to building or strengthening customer relationships. Learn how this strategy can make your marketing campaigns even more effective. Continue Reading
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Definition
20 Jul 2023
dimension table
In data warehousing, a dimension table is a database table that stores attributes describing the facts in a fact table. Continue Reading
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Tip
19 Jul 2023
How to fit customer experience security into your strategy
Most organizations overlook security in their CX strategies. However, with collaboration, personalization, CIAM controls and more, organizations can offer a secure and positive CX. Continue Reading
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Tip
19 Jul 2023
7 ways to collect customer data that keep you compliant
Organizations can collect customer data through cookies and sales transactions, but they must be transparent and ensure they follow government regulations for data privacy. Continue Reading
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News
18 Jul 2023
Microsoft releases Sales Copilot, teases Insights tools
The tech giant released generative AI-supported functions for sellers to generate text and summaries, and unveiled new Dynamics 365 Customer Insights tools for marketers. Continue Reading
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Tip
13 Jul 2023
8 customer journey KPIs that businesses should track
To ensure CX teams properly track their customers' journeys, use KPIs such as churn and engagement rates to help inform what users enjoy and where they get stuck. Continue Reading
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News
10 Jul 2023
Genesys Cloud CX gets FedRAMP certified for government use
The CX vendor obtained Moderate Impact level authorization for its Genesys Cloud CX platform, bolstering security and safeguarding internal operations for U.S. government users. Continue Reading
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News
06 Jul 2023
Event analytics tool answers CX data queries using ChatGPT
Mixpanel aims to improve users' CX strategy with its new generative AI-supported data query tool, which lets users type CX data-related questions and get answers in chart format. Continue Reading
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Feature
21 Jun 2023
Using Fibery to build The Ultimate Workspace for solopreneurs
The no-code digital workspace vendor for SMBs brings total customization to online knowledge hubs and generative AI tools to build online workspaces and create content quickly. Continue Reading
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News
15 Jun 2023
Tableau analytics platform tightens connection to Salesforce
The update includes a tightened connection to Salesforce aimed at making it easier for joint customers to work with their customer data. The update also provides more functions. Continue Reading
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Tip
15 Jun 2023
8 CX challenges facing organizations and how to address them
There are many barriers to effective CX initiatives, but most revolve around communication at the consumer and enterprise level. Continue Reading
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News
13 Jun 2023
Salesforce moves forward with secure, private generative AI
With its new AI Cloud and built-in Einstein GPT Trust Layer, The CRM and CX vendor is investing in generative AI technology and adding data security and privacy features. Continue Reading
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News
12 Jun 2023
Salesforce unveils AI Cloud with new Einstein GPT Trust Layer
AI Cloud houses the Einstein GPT Trust Layer with generative AI safety features, including data masking to remove personal information from data sent to large language models. Continue Reading
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News
07 Jun 2023
Salesforce adds GPT to Commerce and Marketing clouds
The CRM giant adds generative AI capabilities and an expanded Google partnership to help marketers bring personalized content to customers and improve CX. Continue Reading
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Definition
06 Jun 2023
digital ecosystem
A digital ecosystem is a group of interconnected information technology resources that can function as a unit. Continue Reading
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Definition
23 May 2023
Adobe Experience Platform
Adobe Experience Platform is a suite of customer experience management (CXM) solutions from Adobe. Continue Reading
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Definition
18 May 2023
customer analytics (customer data analytics)
Customer analytics, also called customer data analytics, is the systematic examination of a company's customer information and behavior to identify, attract and retain the most profitable customers. Continue Reading
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News
16 May 2023
SAP's new CX tools for retailers include generative AI assistant
The vendor's new tools include Digital Assistant for better personalization, accelerators to use customer data to improve CX, and a platform to sell excess products on the market. Continue Reading
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Definition
02 May 2023
build to order
Build to order is a methodology and manufacturing practice where a product is created once a confirmed order is received. Continue Reading
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News
19 Apr 2023
Salesforce integrates Einstein GPT and Data Cloud into Flow
The CRM giant updated Flow, its automation toolkit, with generative AI and Data Cloud capabilities to trigger automatic responses using natural language prompts and real-time data. Continue Reading
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News
14 Apr 2023
Zendesk teams with OpenAI for new AI-backed CX tools
The CX giant's partnership with OpenAI brings new tools to help CX personnel summarize content, create knowledge bases and macros, and quickly compose ticket responses. Continue Reading
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News
06 Apr 2023
Overcoming data privacy challenges in digital marketing
As access to customers' personal data tightens, online marketers must reevaluate their strategies to reach their desired targets in an effective and creative way. Continue Reading
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News
27 Mar 2023
Amazon Chime SDK gets new tools for call analytics insights
The communications service's new call analytics tool set enables users to conduct voice tone analysis to track customer sentiment and send the data to their preferred data lake. Continue Reading
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News
22 Mar 2023
Adobe unveils new collaboration tool for marketing teams
The CX giant revealed new technology for faster workflows between marketing, product and data teams to collaborate on marketing campaigns in its new Product Analytics platform. Continue Reading
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Definition
22 Mar 2023
customer data platform (CDP)
A customer data platform (CDP) is a type of software application that provides a unified platform of customer information that can be collected, viewed or accessed by other systems. Continue Reading
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News
21 Mar 2023
Adobe and RainFocus pair for more data insight at events
The CX software giant pairs with the event marketing services vendor to provide customers with tools for deeper personalized experiences at in-person and online events. Continue Reading
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News
13 Mar 2023
CX personalization drives strategy for customer data mining
Users are more likely to engage with custom-made, exclusive digital experiences, which ease the flow of zero- and first-party data back to the vendor for improved CX strategies. Continue Reading
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News
06 Mar 2023
Microsoft's new Dynamics 365 Copilot uses generative AI
Copilot accelerates routine tasks for marketing and sales teams like creating email responses and collecting customer insight data, intensifying the AI race in CRM software. Continue Reading
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News
01 Mar 2023
Generative AI-supported tools coming from Pegasystems
CRM platform Pega Infinity will incorporate artificial intelligence language tools for quicker task management, insight visualization and app development. Continue Reading
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Definition
27 Feb 2023
Salesforce Customer 360
Salesforce Customer 360 is a collection of tools that connect Salesforce apps and create a unified customer ID to build a single view of the customer. Continue Reading
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Definition
15 Feb 2023
identity resolution
Identity resolution is a data management process that links a customer's online behavior to their unique identity by gathering different data sets and identifying non-obvious relationships. Continue Reading
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Definition
06 Feb 2023
Net Promoter Score (NPS)
Net Promoter Score (NPS) is a metric that organizations use for assessing customer loyalty toward their brand, products or services. Continue Reading
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News
03 Feb 2023
Salesforce upheaval likely as Elliott Management moves in
As the CRM and CX giant's financial fortunes have sagged in recent years, activist investor funds have targeted the vendor for cuts that could slow technology R&D and investment. Continue Reading
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Definition
31 Jan 2023
market basket analysis
Market basket analysis is a data mining technique used by retailers to increase sales by better understanding customer purchasing patterns. Continue Reading
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Definition
27 Jan 2023
social media influence
Social media influence is a marketing term that describes an individual's ability to affect other people's thinking in a social online community. Continue Reading
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Feature
23 Jan 2023
Compare the top 13 CDP software products in 2023
CDPs, which vendors may sell as standalone products or as subsets of CRM systems, help organizations build detailed customer profiles. Top CDPs include Emarsys and Oracle Unity CDP. Continue Reading
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News
18 Jan 2023
Microsoft and Salesforce step up smart store retail tech
The tech giants are quickly evolving their technologies aimed at the brick and mortar commerce market, with new software for smart store analytics, CX and retail associates. Continue Reading
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Definition
10 Jan 2023
customer acquisition cost
Customer acquisition cost is the fee associated with convincing a consumer to buy your product or service, including research, marketing and advertising costs. Continue Reading
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News
04 Jan 2023
Telus completes WillowTree acquisition in $1.2B CX deal
Telus acquired the developer of customer experience products, including mobile apps and unified web interfaces, and strengthened its position in the custom CX and UI market. Continue Reading
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Tip
27 Dec 2022
4 types of customer data platforms
Data consolidation CDPs simply collect and unify customer data. Other CDP types, such as automated analytics and automated actions CDPs, go a step further and analyze data. Continue Reading
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Definition
20 Dec 2022
surveillance capitalism
Surveillance capitalism is an economic theory proposed by Harvard Business School Professor Emerita Shoshana Zuboff in 2014 that describes the modern, mass monetization of individuals' raw personal data in order to predict and modify their behavior. Continue Reading
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Definition
15 Dec 2022
actionable insights
Actionable insights are conclusions drawn from data that can be turned directly into an action or a response. Continue Reading
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Feature
14 Dec 2022
4 benefits of a customer data platform
CDPs organize customer data to support personalized CX strategies and compliance. Benefits of CDPs include unified customer profiles and enhanced marketing efforts. Continue Reading
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Definition
14 Dec 2022
integration
Integration is the act of bringing together smaller components or information stored in different subsystems into a single functioning unit. Continue Reading
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News
13 Dec 2022
MuleSoft CEO Brent Hayward on Salesforce integrations, APIs
In four-plus years since its acquisition, MuleSoft has emerged as vital connective tissue inside and outside the Salesforce platform. Interview with CEO Brent Hayward. Continue Reading
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Definition
06 Dec 2022
real-time analytics
Real-time analytics is the use of data and related resources for analysis as soon as it enters the system. Continue Reading
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Definition
07 Nov 2022
availability bias
In psychology, the availability bias is the human tendency to rely on information that comes readily to mind when evaluating situations or making decisions. Continue Reading
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Definition
01 Nov 2022
system of record (SOR)
A system of record (SOR) is an information storage and retrieval system that stores valuable data on an organizational system or process. Continue Reading
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News
19 Oct 2022
Oracle pushes forward with CX tech amid layoff cycle
Rumors of the demise of Oracle marketing, CRM and customer service turn out to be unfounded, as the company forges ahead with vertical-specific CX offerings. Continue Reading
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Definition
23 Sep 2022
Salesforce Trailhead
Salesforce Trailhead is a series of online tutorials that coach beginner and intermediate developers who need to learn how to code for the Salesforce platform. Continue Reading
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News
21 Sep 2022
Salesforce customers react as details about Genie emerge
Salesforce grows up by connecting all its clouds to one data platform. The hard part will be demonstrating value behind the investments it will require. Continue Reading
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News
20 Sep 2022
Salesforce Genie integrates automation, CDP, AI features
Salesforce Genie delivers a suite of automation, analytics and customer data tools the company claims is one of its biggest innovations over its 20-plus year history. Continue Reading
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News
20 Sep 2022
More automation, embedded analytics part of Tableau plans
New capabilities scheduled for release as part of the vendor's final two platform updates in 2022 are designed to speed the ability to reach insights and take actions. Continue Reading
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News
14 Sep 2022
Salesforce adds automation features across Customer 360
Salesforce's upcoming Customer 360 features include automation tied together with CDP data for sales, marketing, service and e-commerce. Continue Reading
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News
30 Aug 2022
Panera's AI drive-through test addresses labor concerns
The restaurant chain is using Tori, a voice assistant from startup OpenCity. The company says its goal is to redirect employees from the drive-through lines to other tasks. Continue Reading
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News
17 Aug 2022
A hyper-personalized AI platform for community finance
Using the vendor's Cortex AI platform, DeepTarget created a digital experience platform that community finance institutions can use to predict what consumers will buy. Continue Reading
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News
12 Aug 2022
Third-party cookies remain as Google advertising in DOJ's sights
If Google gets sued by U.S. antitrust authorities on the grounds its advertising network is a monopoly, marketers need to plan for how it may affect their operations. Continue Reading
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Definition
11 Aug 2022
soft copy
A soft copy (sometimes spelled 'softcopy') is an electronic copy (or e-copy) of some type of data, such as a file viewed on a computer's display or transmitted as an email attachment. Continue Reading
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News
07 Jul 2022
Salesforce CodeGen lead discusses AI-generated programming
The head of Salesforce's open source, AI-assisted no-code project discusses the company's approach to AI moving forward, as well as what users might see next on the roadmap. Continue Reading
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News
14 Jun 2022
Adobe adds CDP functionality for B2B use cases
Adobe catches up with the competition with the release of new customer data platform features for marketers, including a 'data clean room' and tools for B2B users. Continue Reading
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News
24 May 2022
Pegasystems acquires process mining tech, partners with CDP
Pegasystems partners with Celebrus CDP and Google Cloud to expand the reach of its CX tools and acquires Everflow, a process mining tech company. Continue Reading
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News
20 May 2022
Oracle plugs customer data platform into customer service
Oracle Service adds Unity CDP integration to afford contact center agents a historical view of customer interactions and new features. Continue Reading
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Tip
19 May 2022
The future of DMPs in a post-cookies world
DMPs are still important in marketers' jobs, but the move away from third-party cookies threatens the DMP's future. Here's what marketers and DMP providers need to know. Continue Reading
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Definition
05 May 2022
clickstream data (clickstream analytics)
Clickstream data and clickstream analytics are the processes involved in collecting, analyzing and reporting aggregate data about which pages a website visitor visits -- and in what order. Continue Reading
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News
30 Mar 2022
New Google Cloud retail tool targets search abandonment
The new tool is aimed at providing better results for online shoppers. It understands user intent and context, provides results for broad inquiries, and includes semantic search. Continue Reading
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Definition
18 Mar 2022
customer-managed relationship (CMR)
A customer-managed relationship (CMR) is a relationship in which a business uses a methodology, software, apps and perhaps internet capability to encourage the customer to control access to information and ordering. Continue Reading
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Definition
10 Mar 2022
data residency
Data residency refers to the physical or geographic location of an organization's data or information. Continue Reading
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Feature
03 Mar 2022
Finance industry giants disclose AI challenges
Education, explainability, privacy and integration are some of the problems institutions face when implementing machine learning tools and technology. Continue Reading
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News
09 Feb 2022
Adobe Journey Optimizer adds mobile marketing capabilities
Adobe adds marketing personalization and messaging orchestration capabilities to Experience Cloud for B2B and B2C users whose customers favor smartphones. Continue Reading
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News
25 Jan 2022
Google debuts Topics, its latest third-party cookie replacement
Topics, a replacement for browser tracking cookies, is Google's latest idea to preserve browser privacy while preserving the value of its digital ad platform. Continue Reading
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News
12 Jan 2022
Customer data platform market heats up again
As companies plan for the post-pandemic reality, customer data platforms are expected to be a bigger part of marketing workflows and other emerging use cases. Continue Reading
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News
16 Dec 2021
Biden targets federal CX improvements with executive order
President Biden issues a detailed executive order that lays out agency-by-agency federal digital experience improvement mandates -- and builds accountability into the process. Continue Reading
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News
09 Nov 2021
Real Madrid teams up with Adobe to enhance global fan experience
Real Madrid is using Adobe’s Experience Cloud software to better connect with its fans in Spain and worldwide Continue Reading
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Definition
08 Oct 2021
What is a customer account record?
A customer account record is the basic unit of information about a customer that resides in a CRM, or customer relationship management system. Continue Reading
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News
16 Sep 2021
Salesforce automation tools for 2022: RPA, document ingestion
Salesforce Einstein Automate tools to come next year include RPA, document intake and drag-and-drop process automation. Continue Reading
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Tip
02 Aug 2021
10 voice of the customer tools to consider
A voice of the customer tool is invaluable for creating an action plan to improve the customer experience. Continue Reading
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News
27 Jul 2021
OpenText releases customer data platform
OpenText customers get a natively integrated runtime CDP to drive marketing personalization and other customer interactions; AI content security features debut. Continue Reading
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News
20 Jul 2021
Redpoint Global moves into data quality as a service
Redpoint Global users get tools to manage first-party partner, product and customer data quality, identity and governance with In Situ feature bundle. Continue Reading
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Definition
12 Jul 2021
metadata
Often referred to as data that describes other data, metadata is structured reference data that helps to sort and identify attributes of the information it describes. Continue Reading
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News
01 Jul 2021
Google gives third-party cookies a stay of execution
Experts -- and Google -- tell us why 'The Cookiepocalypse' for which advertisers are braced is delayed until at least 2023, and what it means for internet advertising. Continue Reading
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News
22 Jun 2021
Retail tech propels stores past the pandemic
At NRF Converge, speakers discuss technologies to propel recovery from the recession of 2020, and how social media becomes a minefield for companies that don't have a strategy. Continue Reading
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Tip
08 Apr 2021
10 sentiment analysis tools to consider
Sentiment analysis is a vital component in customer relations and customer experience. Several versatile sentiment analysis software tools are available to fill this growing need. Continue Reading
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News
26 Mar 2021
Twilio Segment CEO Peter Reinhardt on the future of CDPs
In a wide-ranging Q&A, Twilio Segment CEO Peter Reinhardt discusses Twilio's $3.2 billion acquisition of the company he co-founded, and the future of CDPs. Continue Reading
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News
24 Mar 2021
Acquia digital experience platform adds CX-friendly tools
After two years of transition, Acquia users get a first glance at how all of its recent acquisitions and product introductions align to build digital experiences. Continue Reading
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News
23 Mar 2021
Optimizely shores up DX platform with Zaius CDP acquisition
CMS and A/B testing vendor Optimizely, formerly Episerver, acquires the Zaius customer data platform to extend digital experience and personalization capabilities. Continue Reading
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News
03 Mar 2021
Upland Software acquires BlueVenn marketing automation CDP
Upland Software buys BlueVenn customer data platform for $54.3 million in cash, adding to Upland's growing cloud platform of marketing and analytics apps. Continue Reading
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News
18 Feb 2021
Amazon bolsters e-commerce for small business with Selz buy
Australian e-commerce platform Selz may have caught Amazon's attention because it employs Liquid, Shopify's template language, which will simplify migrations. Continue Reading
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Guest Post
19 Jan 2021
What the loss of third-party cookies means for IT departments
Due to browsers and companies making it all but impossible to use third-party cookies, companies should consider a strong foundation of customer data to stay relevant. Continue Reading
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News
19 Jan 2021
Data privacy law is coming, big tech privacy officers say
At the digital CES 2021 event, privacy leaders at Google, Twitter and Amazon said the time is right for a data privacy law. Continue Reading
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News
28 Dec 2020
SAP files for Qualtrics IPO
SAP announced plans for a Qualtrics IPO in July. On Monday, the official paperwork was filed. Continue Reading
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Feature
23 Dec 2020
Customer data platforms dominate CX technology headlines
As the tech titans release their CDPs, it raises a question: Can this technology save itself from becoming another data silo in the marketing stack? Continue Reading