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

Methodology

Analyst

Topics

Industry

Region

Vendor

33 results in Reports

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

    Report:The Modern CRM

    Create An Outside-In CRM Strategy With Six Key Steps

    The business benefit of customer relationship management (CRM) solutions, firmly centered around improved operational efficiencies, is easy to quantify and has helped CRM become widely deployed. Yet,...

    • Downloads: 202
  • For Application Development & Delivery Professionals

    Report:Benchmark Your Consumer Centricity In Retail And CPG

    Retail and consumer packaged goods (CPG) AD&D professionals have to help their stakeholders to drive actionable insight from a wide range of solutions and external agency services, such as those for...

    • Downloads: 53
  • For Application Development & Delivery Professionals

    Report:A Radical Rethink Of Data Architecture For Customer Engagement

    Effective Customer Engagement Requires Rapid Change And A New World Of Data

    A prerequisite to winning in the age of the customer is a deep and almost uncanny knowledge of customers and prospects. "Customer data" used to mean the data in customer relationship management (CRM)...

    • Downloads: 210
  • For Application Development & Delivery Professionals

    Report:Define The Right Metrics For Tracking CRM Success

    Performance Management: The CRM Playbook

    Defining the right metrics to track success and prompt corrective action is a critical best practice for getting more value out of customer relationship management (CRM) initiatives. In addition to...

    • Downloads: 1764
  • For Application Development & Delivery Professionals

    Report:Digital Creepiness: How Not To Spook Your Customers

    Find, But Don't Cross Your Customer's Creepiness Line When Designing, Developing, And Delivering Digital Experiences

    Customers are flocking to apps that use more personal information because they find them intensely valuable. However, at the same time, many people think its creepy how much detailed information...

    • Downloads: 149
  • For Application Development & Delivery Professionals

    Report:Vendors Battle For The Heart Of The Contact Center

    Customer service leaders struggle to meet customer expectations and internal cost structures. One leading factor contributing to this struggle is that the heart of the contact center is comprised of...

    • Downloads: 146
  • For Application Development & Delivery Professionals

    Report:Customer Data Should Be The Lifeblood Of Your Enterprise

    Some say that data is the new oil — but we think that comparing data to oil is too limiting. Data is the new sun: it's limitless and touches everything firms do. Customer data is the most...

    • Downloads: 712
  • For Application Development & Delivery Professionals

    Report:Refine The Source Of Truth In Your Contact Center To Drive Better Performance

    Performance Management: The Contact Centers For Customer Service Playbook

    To quote Yogi Berra, "If you don't know where you are going, you'll end up someplace else." Today's contact centers are not lacking a large quantity of data about their performance, especially now...

    • Downloads: 120
  • For Application Development & Delivery Professionals

    Report:Microsoft Ascending

    In First 100 Days, Nadella's Team Shifts To A More Open And Aggressive Posture

    When Microsoft named Satya Nadella the third CEO in its history this past February, we posited 10 questions he needed to answer to ensure Microsoft's future relevance to enterprises. As Nadella's...

    • Downloads: 205
  • For Application Development & Delivery Professionals

    Report:Brief: Systems Of Engagement Take Center Stage

    The Three Complementary Classes Of Modern Software

    Software is THE crucial element of business success in the age of the customer. It captures the essence of companies' value and brand promise and provides the means of engagement for customers. For...

    • Downloads: 213
  • For Application Development & Delivery Professionals

    Report:Extend CRM Operations With Lead Generation And Management

    The Forrester Wave: Lead-To-Revenue Management Platform Vendors, Q1 2014

    This report, originally written for customer insights professionals, includes content relevant to professionals using or supporting customer relationship management (CRM) applications, especially...

    • Downloads: 219
  • For Application Development & Delivery Professionals

    Report:See Me, Serve Me: Video Chat For Customer Service Starts To Take Hold

    The Technology Arrives, But Does It Improve The Customer Experience?

    Despite a history of false starts, live video chat for eCommerce and customer support is now at the beginning of a viable adoption cycle. Early adopters — most notably Amazon — are...

    • Downloads: 261
  • 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: 497
  • 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: 569
  • 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: 246
  • 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: 1531
  • 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: 459
  • 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: 718
  • 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: 2682
  • For Application Development & Delivery Professionals

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

    Benchmark Your CDM Capabilities And See Where You Stack Up

    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: 215
  • 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: 355
  • 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: 1703
  • 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: 36
  • For Application Development & Delivery Professionals

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

    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: 123
  • 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: 292