Top Crm Trends For 2026

Publish date:

• 4th January, 2024

Hello, and a happy new year to our Codleo community. Hope you ushered in the new year in your unique style. We delve into the top CRM trends for this year that you should be aware of as a user. These trends are specially brought to you as Codleo Salesforce consultancy is always looking to bring you pertinent topics of interest.  Enjoy this read and keep coming back for more right here.

The top CRM trends for 2026 as per Salesforce Consultancy are:

1. Focus on hyper-customisation for clients. In today's competitive environment, customising communication is a mandate and not an option. The foundation of robust customisation lies in dynamic data, which your CRM is meant to manage. The more detailed and cleaner is the CRM data, the stronger the ability to customise each client’s experience. By deep diving into data, businesses send personalised messages, offer appropriate suggestions, and suggest good deals & discounts that strike a chord with the audiences.  Companies that will use the data available via CRM and an Salesforce consultancy will have an edge over rivals this year.

2. Uniting various teams. By uniting various teams such as sales, marketing, and operations, everyone is on the same page. This leads to success and the meeting of the important KPIs, as well as business goals, short-term or long-term. All departments need to be united with the same view and each contributes to making the journey from lead to client as easy, robust, and happy as possible. A culture of collaboration is important for the firm to scale, improve its finances and sales as well as gain an edge over rivals.

3. CRM success linked to AI. AI is more than a buzzword; it is a hidden weapon in our arsenal. It brings forth many possibilities for the CRM tool. For a successful personalisation strategy for your company using the CRM tool, AI has to be in the mix. AI removes the complicated process of client segmentation, enabling businesses to comprehend their particular requirements. With an automated CRM system like Salesforce and the help of a Salesforce consultancy, businesses review client information, curate marketing campaigns based on different variables, and provide customised engagement.

4. Social CRM is popular. Have you heard of this term? If not, this is what it means. It’s about linking the social media channels with the CRM tool. This integration provides businesses with a detailed view of what is trending on social media and a detailed comprehension of brand perception. By using social CRM, companies respond quickly and thoughtfully to comments, improving ties with leads & customers. Plus, companies can add valuable user feedback into strategies, enabling them to be focused and fulfill client expectations. Social CRM is a game changer, a cliché you would say. It is the truth. It is changing the way companies engage with their customers and amend themselves (their products or services) to meet their requirements.

Codleo Salesforce Consultancy transforms businesses with its unique tech solutions customised for your tech stack. Let’s transform yours.

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About the Author

Arun Jangra

Arun is a 5x Salesforce certified Developer with an overall work experience of 9 years. He is very organised and uses his skill set & knowledge to deliver out-of-box solutions.