Customer Relationship Management (CRM)

CRM systems leverage technology to organize and synchronize marketing, sales, customer service, and technical support processes, helping organizations reduce costs and improve efficiency. Forrester provides advice on how to plan, justify, evaluate, implement, and improve areas like sales force automation and sales effectiveness, customer service and support, customer self-service and assisted service, and multichannel management. Research coverage includes CRM architecture, strategy, deployment, and services.

Refine your results

Date Range

Role

Methodology

Analyst

Topics

Industry

Region

30 results in Everything

  • Marketing Communications
  • For CMO Professionals

    Report:Shopper Marketing Breaks Out Of The Store

    Follow The Customer Life Cycle To Influence Pre-Store Purchase Decisions

    Shopper marketing is expanding beyond the brick-and-mortar world as frugal and in-the-know consumers use technology to inform their purchases. This shift will create a proliferation of marketing...

    • Downloads: 913
  • For Marketing Leadership Professionals

    Report:Value Your Subscribers More Accurately

    Performance Management: The Email Marketing Playbook

    This report, part of the email marketing playbook, provides interactive marketers with advice on email marketing performance management, with a focus specifically on list maintenance. We've outlined...

    • Downloads: 602
  • For Marketing Leadership Professionals

    Report:Better Triggers, More Relevance

    How Interactive Marketers Must Make Digital Messaging More Engaging

    As a marketer you want to be timely and relevant when you send a message and basic triggered messaging has addressed one side of this equation — timeliness — for many marketers. But when...

    • Downloads: 457
  • For Marketing Leadership Professionals

    Report:Consumer Email Attitudes Improve

    Consumers delete fewer email messages, integrate email promotions with personal emails, and forward promotional emails more today than in past years. But email marketers shouldn't be too smug about...

    • Downloads: 412
  • For Customer Insights Professionals

    Client Inquiry:Effect Of Multicontacts On Response

    Our client is set to approve a direct marketing program that is testing a multiple contact approach against a single contact approach. What we would like are any industry benchmarks or examples that...

    • For CMO Professionals

      Report:Marketers Need To Put Money Where A Consumer's Mouth Is

      How Consumers Discover New Brands, Products, And Services

      This report, originally written for market insights professionals, includes important content for CMOs and marketing leaders looking to improve discovery of their products and services. The discover...

      • Downloads: 269
      • Rating:
    • For CMO Professionals

      Report:How To Define The Role Of Digital In Integrated Campaigns

      Four Ways To Strategically Add Value To Multichannel Marketing

      Marketers continue to treat digital channels as an afterthought of their integrated campaigns, instead of as strategic assets. But it's time for marketers to rethink their approach to multichannel...

      • Downloads: 1112
    • For Infrastructure & Operations Professionals

      Report:IT Service Management Case Study: Making The Transition From On Premises To SaaS With BMC

      Good Practices When Migrating To An SaaS-Delivered ITSM Solution

      How do you successfully move IT service management (ITSM) tool enablement from an on-premises model to a software-as-a-service (SaaS) model? A North American brand communications agency found itself...

      • Downloads: 160
    • For Marketing Leadership Professionals

      Report:Build An Integrated Messaging Approach

      Road Map: The Email Marketing Playbook

      This report provides a road map for interactive marketers responsible for email marketing. It will help you unify your customer view, organize your teams by customer instead of by channel, and...

      • Downloads: 375
    • For eBusiness & Channel Strategy Professionals

      Client Inquiry:Industry Pricing For SMS Services

      We are a messaging vendor and are thinking about different ways to price our platform/services. What is Forrester's take on a plan?

      • For Customer Insights Professionals

        Client Inquiry:Best-In-Class Highly Personalized Multichannel Communications Programs

        What are some great examples of automated, highly personalized, multichannel communications programs? My company has a few programs in pilot mode, but it seems that this concept of highly automated,...

        • For Marketing Leadership Professionals

          Report:The New Messaging Mandate

          Vision: The Email Marketing Playbook

          This report lays out Forrester's vision of email marketing for interactive marketers: Integrate email into a multichannel conversation that includes a number of non-email communication vehicles. Why?...

          • Downloads: 980
        • For Customer Insights Professionals

          Report:Design A Social Intelligence Function

          Organization: The Social Intelligence Playbook

          Finding and acting on insights gleaned from online and social discussions requires the right combination of a clear objective, business planning, technology, and, most importantly, people to do the...

          • Downloads: 600
        • For Marketing Leadership Professionals

          Report:Improve With Simple Innovations

          Continuous Improvement: The Email Marketing Playbook

          This report for interactive marketers is part of Forrester's email marketing playbook and provides our current recommendations for how to continuously improve your email marketing programs. By...

          • Downloads: 1102
        • For CMO Professionals

          Report:Embed The Customer Life Cycle Across Marketing

          Vision: The Customer Life-Cycle Marketing Playbook

          Today's empowered customer has the world at her fingertips — literally — through the multiple keyboards and connections to opinions all throughout her day. The challenge for today's...

          • Downloads: 474
        • For Marketing Leadership Professionals

          Report:How To Defuse Digital Marketing Privacy Concerns

          Stay Ahead Of Privacy Legislation By Creating A Value-For-Data Exchange

          Recent advances in audience targeting point to a digital marketing future that leverages consumer data to create personalized messaging and drive higher conversions. However, this potential is...

          • Downloads: 371
        • For Sales Enablement Professionals

          Report:Adapt Your Messaging And Campaigns For A Changing Workforce

          Information Workers Are A New Buying Center For Enterprise Technology

          Forrester proposed changing the term IT to BT several years ago to reflect the fact that information technology was now so pervasive to businesses that decision-making around the necessary...

          • Downloads: 191
        • For Marketing Leadership Professionals

          Report:Using Paid And Earned Media Together

          How Advertising Campaigns And Social Marketing Influence Each Other

          While it's very helpful to categorize the different online media touchpoints into groups such as earned, owned, and paid media, it's important to recognize that all of these touchpoints influence...

          • Downloads: 1018
        • For Analyst Relations Professionals

          Report:AR And Social Media, Part 3: Beginners Start Here

          Analyst relations (AR) professionals are weighing the opportunities and threats posed by social media, but many take a backward approach to developing a social AR strategy. They often begin with...

          • Downloads: 227
          • Rating:
        • For Marketing Leadership Professionals

          Report:Case Study: Oreck Improves Media Spend ROI By Taking A Unified View Of The Customer

          Oreck decided it was time to get smart about impression delivery across multiple channels. Working with partner Knotice, Oreck created a unified view of the customer to effectively target and deliver...

          • Downloads: 286
          • Rating:
        • For Marketing Leadership Professionals

          Report:Earned Media: The Intersection Of Interactive Marketing And PR

          How Interactive Marketers Can Apply PR Best Practices To Succeed With Empowered Customers

          Interactive marketers excel in paid and owned media but are often in uncharted waters when tasked with earning media through relationships with advocates and detractors. Thus, PR professionals are...

          • Downloads: 627
          • Rating:
        • For eBusiness & Channel Strategy Professionals

          Client Inquiry:Postmortem Of The US Online Holiday Season 2010

          What works in digital marketing to drive online and in-store traffic for a consumer electronics retailer during the holiday period (October thru December); with a specific focus on Black Friday and...

          • For Marketing Leadership Professionals

            Report:How To Integrate Email And Mobile Marketing

            Marketers should format emails for convenient mobile access. Do this by following Forrester's principles of convenience — create mobile emails that are immediate, simple, and contextually...

            • Downloads: 701
          • For Customer Insights Professionals

            Report:The Intersection Of Customer Intelligence And Public Relations

            How Social Intelligence Bridges The Gap Between Diverse Disciplines

            Customer Intelligence and public relations aren't obvious bedfellows. The two teams sit on opposite sides of the marketing and strategy organization but share similar goals and will now share a...

            • Downloads: 355
            • Rating:
          • For Marketing Leadership Professionals

            Report:Graduate From Email To Integrated Messaging

            Executive Overview: The Email Marketing Playbook

            The rules for how to best message your users are changing. Now your customers check their email, text messages, and social media posts in parallel. Even trickier: People tap their inboxes from...

            • Downloads: 481
            • Rating:
           
          Loading...

          Browse

          About Forrester

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

          Roles We Serve

          Forrester supports leaders in 13 roles across three distinct client segments: Business Technology, Marketing & Strategy, and Technology Industry.

          Analysts & Coverage Areas

          Aligned to your professional role, Forrester's analysts are experts in the specific technologies, issues, and trends currently impacting your business.

          Forrester Leadership Boards

          Fresh thinking and collaborative problem-solving through an unmatched combination of peer networking, forward-looking analysis, and professional guidance.

          Consulting

          Our expert analysts provide custom research-based frameworks to guide you through each phase of your critical business initiatives from identifying opportunity to optimizing results.

          Community

          Connect with peers and analysts, share your views, and ask questions on key business issues.

          Blog

          Forrester analysts weigh in on the latest business and technology news.

          • BROWSE
          • Register
          • Call +1 617.613.5730
          • Cart