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AI-driven CRM: the evolution

The new Customer Relationship Management: predict, personalize, act.

Optimize sales, marketing, customer service, and e-commerce, improve Customer Experience, increase operational efficiency: the opportunities of AI-CRM integration

Artificial Intelligence is one of the main transformative forces across every sector, and its impact on CRM processes is evident: advanced personalization, intelligent automation, predictive analytics, and real-time assistance are changing the way companies manage Customers.

AI becomes the native engine of relationships:

  • AI agents that collaborate (or act autonomously) alongside teams
  • Real-time analysis of all digital touchpoints
  • Proactive, personalized, multimodal responses
  • Intelligent orchestration of ecosystems of specialized agents

Artificial Intelligence generates content, automation, and insights in natural language, reshaping the relationship between brand and customer, turning data into dialogue, and redesigning the customer experience.

But how are organizations facing this evolution? Which tools are they adopting, with what objectives, and what obstacles do they encounter in integrating AI into their technological ecosystem?

CRM is no longer just a database: it is the company’s nervous system

The challenge for any organization is not whether to integrate AI into CRM processes but how to orchestrate it, keeping in mind 3 main directions:

  • AI embedded in the interface: natural language as the new UI
  • Copilot/Agent to ensure operational autonomy
  • Security & personalization for compliant, tailored AI

Transforming CRM into an AI-driven platform requires setting clear objectives, preparing data, engaging the organization’s people, and establishing project governance.

At Eng, we can guide and support companies in the technological implementation of an AI-Powered CRM, starting from the definition and direction of strategic transformation choices thanks to our consulting capabilities and a competence center CRM & Digital CX Consulting, combined with deep knowledge of processes and technologies. For several years, we have also actively collaborated in the research activities of the CRM Observatory by C-Direct Consulting.

A 5-phase roadmap, from idea to pervasive adoption

Effective AI adoption is a strategic journey: it starts with the “why” and arrives at “how we improve customer value.”

Goal: Understand potential, limits, and priorities
Actions:

  • Define 2–3 high-impact use cases
  • Align IT and Business
  • Establish key KPIs

Goal: Test small-scale, learn in the field
Actions:

  • Launch pilot projects on microprocesses
  • Involve end-users
  • Gather feedback and quick wins

Goal: Extend adoption across areas and teams
Actions:

  • Train people in critical AI use
  • Introduce new roles (e.g., prompt engineer)
  • Replicate successes across cases and departments

Goal: Govern and consolidate at scale
Actions:

  • Define policies and control frameworks
  • Monitor performance and risks
  • Establish an AI Council

Goal: Redesign CRM as an intelligent system
Actions:

  • Integrate AI pervasively and continuously
  • Evolve towards predictive/autonomous models
  • Reorganize processes and roles around AI

THE CRM OBSERVATORY

The CRM Observatory is the result of our long-standing collaboration with C-Direct Consulting srl, and, since 2015, has monitored a set of indicators that help understand how Customer Relationship Management is evolving not only over time but also based on company size, industry, and the Italian market.

Research and data analysis are the core of the CRM Observatory’s activities. These are complemented by the production of in-depth materials on the most interesting emerging trends, online and offline CRM events, and training courses.

Each edition is accompanied by a thematic focus in addition to the overall scenario analysis. After examining topics such as Data Analytics, Digital Transformation, and Omnichannel, the 10th edition of the Observatory explores one of the most discussed trends today: the connection between CRM & AI.

The CRM Observatory in numbers
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Generative AI is no longer in the lab: it is a strategic enabler reshaping competitiveness and the customer journey.

Elisa Fontana Senior CRM Consultant Engineering
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OBSERVATORY

10th CRM Observatory

AI applied to Customer-Driven processes

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COMPETENCE CENTER

CRM & Digital CX Consulting Services

We support organizations throughout the Digital Transformation process.

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Case Study

Data and Artificial Intelligence for cross-selling marketing

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