Preparing Your CRM for Agentic AI

Why stronger data foundations are now essential for AI‑driven customer engagement

Agentic AI is opening up a new chapter for CRM, one where systems can interpret customer signals, streamline processes and support decisions across the entire lifecycle. As highlighted in this practical guide, “data is at the centre of this paradigm shift” and many organisations are now recognising that stronger data foundations are essential to unlock the full potential of these capabilities.

This guide, created by Informatica and Cloud Perspective, explains why “good enough” data is no longer sufficient in an agentic environment and how organisations can build the trusted, consistent and governed data foundation that modern CRM depends on. Through practical insights, clear frameworks and real‑world case studies, it shows how organisations are strengthening their CRM data today to prepare for the AI‑driven customer engagement of tomorrow.

Download the guide now to discover:

• Why agentic AI raises the bar for CRM data
• The four fundamentals of trusted, AI‑ready information
• How to decouple data management from CRM applications
• The role of governance, lineage and shared definitions
• How organisations are already transforming CRM outcomes through stronger data foundations

If AI is the future of CRM, data is the foundation. This practical guide shows you how to build it.