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.

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28 results in Reports

  • Customer Relationship Management (CRM)
  • Application Development & Delivery
  • Past 12 months
  • For Application Development & Delivery Professionals

    Report:Big Data In Banking: It's Time To Act

    Compete In The Age Of The Customer By Making Use Of All The Available Data

    Big data is a key trend for many industries, including financial services in general and banking in particular. Key business drivers in the banking industry, such as improving customer service,...

    • Downloads: 130
  • For Application Development & Delivery Professionals

    Report:The Forrester Wave™: Customer Service Solutions For Enterprise Organizations, Q2 2014

    Due Diligence Required: These Vendors Are Great At Supporting Enterprise Organizations

    In the customer service solutions Forrester Wave™ for enterprise organizations, we identified the 11 most significant customer service solutions — eGain, Kana Enterprise, Microsoft, Moxie...

    • Downloads: 147
    • Rating:
  • For Application Development & Delivery Professionals

    Report:The Forrester Wave™: Customer Service Solutions For Small And Midsize Teams, Q2 2014

    Due Diligence Required: These Vendors Are Great At Supporting Small And Midsize Teams

    In Forrester's 84-criteria evaluation of customer service vendors for enterprise organizations, we identified the 11 most significant solution providers — Astute Solutions, eGain, Kana...

    • Downloads: 76
    • Rating:
  • For Application Development & Delivery Professionals

    Report:14 Digital Customer Experience Tools To Engage With Your Customers

    Tools And Technology: The Digital Experience Delivery Playbook

    Software platforms and applications that support digital experiences present challenges to tech buyers, who are discovering a vast and immature market. Application development and delivery (AD&D)...

    • Downloads: 1277
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Connect The Dots Between Customer Self-Service And Contact Centers

    Capturing Interaction Data From Multiple Self-Service Touchpoints To Increase Revenue And Effectiveness And Cut Costs

    As self-service systems of engagement channels such as mobile, the Web, and interactive voice response (IVR) peel off an increasing number of straightforward customer service requests, the tougher...

    • Downloads: 266
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Navigate The Future Of CRM In 2014

    Vision: The CRM Playbook

    The only source of competitive advantage is the one that can survive technology-fueled disruption: an obsession with understanding, connecting with, serving, and delighting customers. But as...

    • Downloads: 439
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Navigate The Future Of Customer Service In 2014

    Vision: The Contact Centers For Customer Service Playbook

    In the age of the customer, executives don't decide how customer-centric their companies are — customers do. Changes such as the explosion of digital communications, mobility, and the...

    • Downloads: 2367
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Chaotic Or Innovative? Discover Your Customer Data Management Maturity

    Benchmark: The Customer Data Management Playbook

    Are you a "Nomad," "Tourist," "Business Traveler," or "Explorer?" Forrester identified these four customer data management (CDM) maturity levels to help organizations determine their sophistication...

    • Downloads: 164
  • For Application Development & Delivery Professionals

    Report:Five Ways IT And Business Can Cooperate To Win At Digital Experience Delivery

    Enterprises are overhauling their digital customer experience strategies and adopting technology to address customer needs. Amid this rapid digital shift, many companies fall behind because...

    • Downloads: 292
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Transform Customer Processes And Systems To Improve Experiences

    Executive Overview: The CRM Playbook

    This report is the executive overview of Forrester's solution for application development and delivery (AD&D) professionals looking to implement customer relationship management (CRM) strategies and...

    • Downloads: 1561
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Self-Assessment Tool For Customer Data Management Capabilities

    Forrester recommends using the customer data management self-assessment tool to prepare to prioritize effort and investment in customer data management capabilities. The tool allows you to...

    • Downloads: 30
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Flex Your Customer Data Muscle: Do You Have What It Takes?

    Assessment: The Customer Data Management Playbook

    Customer data management (CDM) is no longer a boring, backwater capability. It is a foundation for and fundamental to success in the age of the customer. What are your firm's CDM capabilities? That's...

    • Downloads: 112
    • Rating:
  • For Application Development & Delivery Professionals

    Report:CRM Success Hinges On Effective Change Management

    Continuous Improvement: The CRM Playbook

    To succeed in the age of the customer, application development and delivery (AD&D) professionals who support front-office business processes cannot afford failed technology initiatives. But how...

    • Downloads: 224
  • For Application Development & Delivery Professionals

    Report:Better Governance Leads To Better Customer Service — Yes, Really!

    Processes: The Contact Centers For Customer Service Playbook

    Companies struggle to deliver reproducible, effective, and personalized customer service in line with customer expectations and company cost constraints. This leads to increased customer...

    • Downloads: 195
    • Comments: 2
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Benchmark Against Best Practices To Optimize CRM Performance

    Benchmarks: The CRM Playbook

    To succeed in the age of the customer, application development and delivery (AD&D) professionals who support front-office business processes cannot afford failed technology initiatives. But how do...

    • Downloads: 191
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Quick Take: With Salesforce1, Finally, An Integrated Cloud Platform

    New Mobile App Is The Tip Of The Iceberg For New Platform Release

    Salesforce1 was the big development revealed at salesforce.com's huge Dreamforce 2013 conference. But many left the conference wondering the same thing: What exactly is Salesforce1? A new mobile app?...

    • Downloads: 204
  • For Application Development & Delivery Professionals

    Report:Embrace Continuous Improvement To Power Customer Service Operations

    Continuous Improvement: The Contact Centers For Customer Service Playbook

    Companies struggle to deliver reproducible, effective, and personalized customer service that meets customer expectations and doesn't break the bank. Application development and delivery...

    • Downloads: 231
    • Comments: 1
  • For Application Development & Delivery Professionals

    Report:Build An Agile Customer Data Support Organization

    Organization: The Customer Data Management Playbook

    In a customer-centric world, designing, architecting, building, and deploying processes and applications based solely on business requirements no longer works. Leading organizations need to take an...

    • Downloads: 240
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Nail Your Next-Gen Customer Data Management Strategy

    Strategic Plan: The Customer Data Management Playbook

    Rookies make the mistake of thinking that customer data is just about customer relationship management (CRM) or just about transaction history. Not so — customer data is the lifeblood of your...

    • Downloads: 330
  • For Application Development & Delivery Professionals

    Report:Refocus The Digital Experience Technology Investment Discussion

    Business Case: The Digital Experience Delivery Playbook

    The growing demand to deliver digital customer experience technologies that support marketing and business goals adds a new twist to tried-and-true discussions about justifying technology spending....

    • Downloads: 367
  • For Application Development & Delivery Professionals

    Report:Mitigate CRM Risks By Using Sound Deployment Practices

    Processes: The CRM Playbook

    To succeed in the age of the customer, application development and delivery (AD&D) professionals who support front-office business processes cannot afford failed technology projects. Customer...

    • Downloads: 248
  • For Application Development & Delivery Professionals

    Report:Forrester's CRM Risk Evaluation Self-Assessment Tool

    Use Forrester's CRM Risk Assessment Framework to anticipate and remediate problems and risks that can trip up CRM initiatives.

    • Downloads: 46
  • For Application Development & Delivery Professionals

    Report:Mind The Gap When Organizing To Support Contact Center Applications

    Organization: The Contact Centers For Customer Service Playbook

    Contact center applications frequently require special service levels — such as uptime, performance, and scale — that exceed typical requirements for enterprise applications. Configuring them...

    • Downloads: 222
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Customer Engagement Can't Begin Without A Next-Gen Customer Data Management Platform

    Executive Overview: The Customer Data Management Playbook

    Are you doing everything possible to profit from the explosion of customer data? Most firms aren't. They struggle with the proliferation of data silos, an avalanche of big data, the demand for...

    • Downloads: 522
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Define Your Customer Relationship Management Plan

    Strategic Plan: The CRM Playbook

    To avoid wasting time and effort on ill-conceived customer relationship management (CRM) initiatives, you must make sure that that you keep a laser focus on creating business value. Sound planning...

    • Downloads: 519