Updates
Change log and operating-standard updates for CRM Standard.
Latest Update
2026-05-12
Operating Principles
- Separate CRM product changes from CRM operating-principle changes.
- Record date and source when volatile figures or vendor features are cited.
- Note how a structural change affects reader behavior.
- Keep explicit review notes for privacy, AI automation, and consent changes.
Watch List
| Source | What to check | Cadence |
|---|---|---|
| CRM and marketing automation docs | Automation, permissions, data model, AI feature changes | Quarterly |
| Privacy and marketing consent rules | Consent, retention, deletion, external transfer | On change |
| Internal CRM operations | Data quality, SLA, automation failures, meeting rhythm | Monthly |
| Customer interviews and sales retrospectives | Gap between real lifecycle and CRM status | Monthly |
Change Log
2026-05-12
Structure
- Created first English version of CRM Standard.
- Added operating frame, execution system, verification, and update appendix.
Interpretation
- First version; no prior interpretation.
- Defines CRM as a customer operating system rather than a tool setup project.
Affected chapters
- All chapters.
Sources
- General operating frame; no volatile product claims.