CRM software updates this October focused on enhancing artificial intelligence (AI), data visualization, and integration flexibility, helping companies improve customer insights and operational efficiency. Here’s an overview of some key updates from various CRM providers:
1. Salesforce Einstein 1 and Workflow Enhancements
Salesforce continues to expand its Einstein 1 platform, with improvements in AI-driven insights and automations designed to help teams manage customer interactions more effectively. The recent updates include streamlined workflows, predictive insights, and recommendation engines that assist sales and marketing teams with real-time customer data, delivering a more personalized customer journey. This month, Salesforce also introduced enhanced options for automating data synchronizations, making it easier for teams to access a single source of truth across customer channels.
2. Zoho CRM: Zia Enhancements and GraphQL Integration
Zoho CRM released multiple updates centered around Zia, its AI-powered assistant, and data management capabilities. Zia now supports enhanced segmentation and grouping, helping companies identify driving factors behind performance trends. Additionally, Zia Vision has been fine-tuned for better image validation, which is particularly useful for e-commerce and retail. Zoho also introduced Circuits, a developer-friendly tool for custom functions, and support for GraphQL, offering streamlined data queries for users in the Ultimate Edition.
3. Sage CRM: Mobile Usability and Mailchimp Integration
In October 2024, Sage CRM released updates focused on improving accessibility and integrating popular marketing tools. Sage introduced a refined mobile interface, featuring updated fonts and responsive icons that adapt to various screen sizes, making it easier for users to access CRM functionalities on the go. This update addresses the need for more versatile mobile CRM solutions, especially for field teams who rely on their devices to stay connected to customer data.
Additionally, Sage CRM enhanced its Mailchimp integration, allowing for more advanced campaign control and customizable workflows. This integration gives users the flexibility to manage email campaigns and audience segmentation directly within Sage, streamlining marketing efforts. Furthermore, Sage CRM Ally, a beta AI chatbot, was launched to assist users with real-time queries, signaling Sage’s move toward more AI-powered customer support features. This chatbot aims to make information more accessible, supporting users in quickly navigating and managing customer interactions.
4. HubSpot Breeze AI Suite Expansion
Building on its September release, HubSpot’s Breeze AI suite introduced advanced Customer Journey Mapping and deeper insights for lead scoring and personalization. Breeze AI’s “Customer Agent” capabilities now automate responses to FAQs, while “Prospecting Agents” facilitate targeted outreach, enriching the quality of customer interactions.
5. Freshsales: Advanced Reporting and Customizable Pipelines
Freshsales focused on improving usability with customizable sales pipelines that allow users to visualize lead journeys and tailor stages to unique workflows. Enhanced reporting capabilities help users gather insights across multiple dimensions, a feature aimed at giving small businesses the power to track real-time KPIs with ease. Freshsales also integrated lead scoring enhancements, aiding teams in better prioritizing high-value leads.
6. Zendesk CRM: Enhanced Omnichannel Support
Zendesk enhanced its omnichannel capabilities by refining its Unified Agent Workspace, providing agents with consolidated customer data from all touchpoints—email, chat, social media, and phone. The new updates make customer service faster and more personalized by enabling agents to manage interactions seamlessly and with enriched customer history insights.
This month’s updates reflect the CRM industry’s continued push toward integrating AI, improving automation, and expanding data management flexibility, helping businesses respond more proactively to customer needs. These features will likely continue to shape customer engagement strategies as CRMs evolve further.
