CX Technology Guide 2023

The second edition of The Futurum Group’s CX Technology Guide is a free resource that has been designed to serve Customer Experience practitioners around the world, providing them with a comprehensive overview and technology roadmap for the CX software and services landscape.

The primary objective of the 2023 CX Technology Guide is to provide experienced CX practitioners and leaders with a comprehensive overview of the common pitfalls that can occur with CX design, integration, and implementation, and offer specific strategies for avoiding or remedying these issues via specific tactics and techniques.

The 2023 CX Technology Guide also puts the spotlight on four key industries (retail, telecommunications, financial services, and travel & hospitality), detailing the specific scenarios and approaches within each vertical that can negatively impact the delivery of good CX. Real-world case studies that illustrate success stories from end customers and their vendors are also included, along with detailed tactics and success metrics from their client engagements.

Who Should Download:

  • CX leaders and Practitioners
  • Technology/IT managers
  • Software Buyers/Decision Makers
  • Data Managers
  • Marketers
  • Technology Vendors

 


Author Information

Clint Wheelock

Clint brings over 20 years of market research and consulting experience, focused on emerging technology markets. He was co-founder and CEO of Dash Network, an integrated research and digital media firm focused on the CX market, which was acquired by The Futurum Group in 2022. He previously founded Tractica with a focus on human interaction with technology, including coverage of AI, user interface technologies, advanced computing, and other emerging sectors. Acquired by Informa Group, Clint served as Chief Research Officer for Informa’s research division, Omdia, with management and content strategy responsibility, formed by the combination of Tractica, Ovum, IHS Markit Technology, and Heavy Reading.
Clint was previously the founder and President of Pike Research, a leading market intelligence firm focused on the global clean technology industry, which was acquired by Navigant Consulting where he was Managing Director of the Navigant Research business.

Prior to Pike Research, Clint was Chief Research Officer at ABI Research, a New York-based industry analyst firm concentrating on the impact of emerging technologies on global consumer and business markets.

Clint holds a Master of Business Administration in Telecommunications Management from the University of Dallas and a Bachelor of Arts in History from Washington & Lee University.

Related Insights
Agentic AI
August 7, 2026

Salesforce’s Agentic Enterprise Index: A Paradigm Shift in AI Deployment

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, analyzes Salesforce's Agentic AI deployment trends showing organizations tripling active agents and reducing creation times by 53%,...
growth strategy
August 7, 2026

Freshworks Bets on FedRAMP to Crack the $102 Billion Federal IT Market

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Freshworks' FedRAMP 'In Process' designation enables it to capture federal IT market share through its AI-powered Freshservice...
DigiCert's Recognition as a Digital Trust Leader Signals Market Evolution
August 7, 2026

DigiCert’s Recognition as a Digital Trust Leader Signals Market Evolution

DigiCert earned Digital Trust Leader recognition from Frost & Sullivan for its PKI and intelligent trust infrastructure dominance, as enterprises increasingly prioritize quantum-safe encryption and machine identity management....
Shopify's 34% Revenue Surge Signals Strong Market Resilience Amid AI Growth
August 6, 2026

Shopify’s 34% Revenue Surge Signals Strong Market Resilience Amid AI Growth

Shopify's commerce platform achieved 34% revenue growth in Q2 2026, validating AI-embedded commerce as a critical enterprise software category. The results position Shopify within a $423.6B market projected to reach...
Can FIS's Digital One™ Commercial Transform APAC Banking?
August 6, 2026

Can FIS’s Digital One™ Commercial Transform APAC Banking?

FIS launched Digital One™ Commercial in Asia-Pacific, a composable platform enabling all business banking segments without full core replacement, targeting enterprise buyers' integration priorities....
Klaviyo's Q2 Surge: Is the Autonomous B2C CRM Strategy Paying Off?
August 6, 2026

Klaviyo’s Q2 Surge: Is the Autonomous B2C CRM Strategy Paying Off?

Klaviyo's strong Q2 2026 results validate its autonomous B2C CRM strategy, demonstrating that AI-native architectures are gaining significant enterprise traction as buyers prioritize generative AI and agentic automation in their...

Book a Demo

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.