About Forrester
Forrester Research, Inc. is an independent research company that provides pragmatic and forward-thinking advice to global leaders in business and technology.

Carlton serves Customer Insights (CI) Professionals. He was a founding member of the CI practice in 2009, and currently leads the global team of Forrester analysts that help clients capture, manage, and analyze customer data as well as apply the resulting insights to marketing and business strategy. Carlton began his Forrester career in 2006 as an analyst specializing in digital channels, emerging products, and enterprise technology in healthcare. He also led Forrester's consumer product strategy practice, where he managed a team of analysts that focused on innovation and digital disruption.
In addition to leading his team at Forrester, Carlton posts his thoughts and opinions on Twitter and on his blog.
Prior to joining Forrester, Carlton spent nine years as an IT and eBusiness leader in the health insurance industry. He also has experience with two start-ups and a leading marketing services provider.
Carlton holds a B.S. in civil engineering management from the University of Vermont.
CMOs Must Take A More Active Role In Business And Technology Strategy
Forrester Research and Heidrick & Struggles recently conducted a global survey of nearly 200 chief marketing officers (CMOs). In this report, you will find out how these CMOs view their relationship...

Using Ancient Greek Philosophy As A Framework For 21st Century Travel Loyalty
The Greek philosopher Aristotle believed that there were three levels of friendships: utility, pleasure, and good. The lowest, utility, describes the current state of travel loyalty programs —...
The Benefits Of A Flexible And Result-Focused Approach To Marketing Planning
Marketing planning has changed little in the past century. It's essentially a linear process built on the development of rigid 12-month plans built around brand and channel metrics. This approach is...
Benchmarks: The Marketing Mix Optimization Playbook
Few marketers have a structured approach to optimizing their marketing mix, often missing the opportunity to deliver better results with the same level of investment or to effectively reallocate...
Use Technology To Move From Experimentation To Driving Results
In 2012, CMOs will need to embrace technology to help them handle big issues like: 1) addressing the maturation of social media from cool tool to critical connector with customers; 2) determining how...

New Mobile Ad Formats Help Shape The Marketing Continuum
After more than a decade of fast-paced innovation, mobile is creating a link between digital ads and their physical-world counterparts in magazines, billboards, bar codes, and aisles. With new mobile...
Success Will Depend On Measuring The Handoff Between Phases
To get the best returns from the adoption of a customer-centric approach to marketing, Forrester believes that marketers must make the shift from the traditional marketing funnel to the customer life...

Loyalty currently is at the top of my research agenda. Why? I think that marketing organizations have been approaching loyalty with uneven success by adopting established approaches mainly based on...
Assessing Your Marketing-IT Partnership Readiness To Develop A Custom Action Plan
In the future, only companies that understand and anticipate their customers' needs and can consistently deliver unique, tailored customer experiences will be able to attract and retain loyal...

While marketers spend most of their efforts and resources on top-of-mind channels like the Web or TV, two-thirds of consumers report lackluster interactions with brands, leading to low levels of...
Organization: The Marketing Mix Optimization Playbook
Most marketers have earned their stripes through corporate work experience and business-school training that takes a top-down linear approach to marketing planning and optimization. Today, the...
This model allows you to assess your IT/marketing partnership readiness along the three critical dimensions of people, process, and technology. Use this model to identify strengths and weaknesses of...

Mastering The Customer Data Flow Requires Marketing And IT To Join Forces
Today's marketing organization must use technology to deliver compelling brand experiences and drive business growth. Today's IT organizations must tune their efforts to needs of the business. This...
The Nine Providers That Matter Most And How They Stack Up
Since Forrester published its first Wave™ evaluation on marketing mix modeling in 2011, the market has undergone significant growth and evolution as marketers demand more in-depth, real-time,...
Performance Management: The Marketing Mix Optimization Playbook
Successful optimization of the marketing mix requires careful coordination of multiple data streams, generation of insights from marketing mix models, and careful review of budget allocation...
With the increasing richness and complexity that digital channels and social media bring to the marketing equation, senior marketers increasingly realize that, to be relevant in shaping their...
Marketing planning has changed little in the past century. It's essentially a linear process built on the development of rigid 12-month plans built around brand and channel metrics. This approach...
We have just published my new report on loyalty marketing: "A New Approach To Brand Loyalty." From the interviews with more than 50 marketing leaders, we have learned that more than 40% of chief...
Companies are grappling to maintain their traditional sources of competitive advantage in the age of the customer — a world where empowered consumers, commoditized products, and intense...
Loyalty Marketing Must Take The Brand Beyond Points And Programs
Most chief marketing officers (CMOs) have a tactical view of loyalty marketing. They tell us that their approach, while necessary, has unclear objectives and focuses too much on short-term financial...
MarketShare, Marketing Management Analytics, ThinkVine, And SymphonyIRI Are Leaders
The marketing mix modeling market is undergoing a transformation as marketers increasingly demand that vendors provide solutions that are updated frequently, can easily aggregate data streams, can...

No, I’m not Australian . . . at Forrester, "boomerangs" are analysts that, after leaving the research team for a stint in the "real world," have decided to re-join. Clients and...
Forrester believes that chief marketing officers (CMOs) must abandon the century-old marketing/sales funnel and embrace the customer life cycle in order to better manage their customers' interaction...

This model allows you to assess your IT/marketing partnership readiness along the three critical dimensions of people, process, and technology. Use this model to identify strengths and weaknesses of...
