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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295 results in Reports

  • Customer Service Solutions
  • For CIO Professionals

    Report:Top Technologies For Your BT Agenda

    Tools And Technology: The Business Technology Agenda Playbook

    In today's competitive environment, investing in business technologies is central to companies' ability to win, serve, and retain customers. Business execs know this, but they don't think that their...

    • Downloads: 254
  • 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: 157
  • For CIO Professionals

    Report:Serving Your Customer-Obsessed Employees

    Analyze And Close Your Customer Engagement Technology Gap

    In the age of the customer, every employee has a responsibility to win, serve, and retain customers, directly, indirectly, or, in the case of customer-obsessed employees, both. As the head of the...

    • Downloads: 131
  • For eBusiness & Channel Strategy Professionals

    Report:Demands For Effortless Service Must Influence Your Customer Strategy

    Consumers of all generations demand effortless service. They want to use self-service communication channels to quickly get answers to their questions; move between communication channels during a...

    • Downloads: 217
  • 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: 130
  • For eBusiness & Channel Strategy Professionals

    Report:2014 European Online Banking Functionality Benchmark

    mBank Offers The Most Extensive Secure Site Functionality

    Digital teams at banks should continuously evaluate their secure websites to look for improvements to online banking content and functionality. These teams want to know how their online banking...

    • Downloads: 162
  • For Security & Risk Professionals

    Report:Forrester's Customer IAM Security Maturity Model

    Customer identity and access management (IAM) is essential to providing customers an easy-to-use, easy-to-administer, cost-effective, and most importantly, secure, experience. This Customer IAM...

    • Downloads: 29
  • 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: 220
  • 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: 270
  • For eBusiness & Channel Strategy Professionals

    Report:Trends 2014: European Digital Insurance

    Digital Executives Must Lead The Transformation To Digital Business

    Digital disruption has arrived in insurance. Years of slow growth, low consumer trust, and heavy regulation have weakened incumbents. In the meantime, customer expectations have been rising, fuelling...

    • Downloads: 345
  • For CIO Professionals

    Report:Brief: The Home Depot's Age Of The Customer Transformation

    Senior Management's Digital Transformation Business Plan

    On Wednesday, March 19, 2014 at the International Strategy & Investment (ISI) Fourth Annual Retail Summit in Atlanta, Frank Blake, chairman and CEO of The Home Depot, talked about the firm's age of...

    • Downloads: 229
  • 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: 605
  • 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: 260
  • 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: 1546
  • 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: 470
  • For Infrastructure & Operations Professionals

    Report:Setting The IT Service Desk On Fire

    Learn How To Dramatically Increase Customer Experience From Others

    For many organizations, customer experience surveys of the IT service desk are already in place. However, if customer experience scores are at unacceptable levels, knowing what and how to change can...

    • Downloads: 324
  • 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: 2701
  • For eBusiness & Channel Strategy Professionals

    Report:2013 UK Bank Secure Website Rankings

    Barclays Offers The Most Extensive Online Banking Functionality

    Digital teams at banks should continuously evaluate their secure websites to look for improvements to content and functionality. These teams need to know how their online banking functionality...

    • Downloads: 192
  • For Sourcing & Vendor Management Professionals

    Report:TechRadar™: Software-As-A-Service, Q1 2014

    Vendors Have More And Better SaaS Options Than Ever — Are You Prepared?

    Nearly 15 years after the appearance of software-as-a-service (SaaS) startups such as salesforce.com, NetSuite, and Google, software-as-a-service is nearing its tipping point. SaaS adoption is poised...

    • Downloads: 898
  • 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: 256
  • For Customer Experience Professionals

    Report:Quick Take: Amazon's Mayday Turns Customer Support Into Customer Experience

    Amazon.com's recently announced Mayday customer support feature is a major improvement on existing approaches, enabling customers to connect to live customer support professionals 24x7x365 —...

    • Downloads: 320
  • For Infrastructure & Operations Professionals

    Report:This Isn't Your Grandfather's Service Desk

    How To Transform Your Service Desk To A Customer-Experience-Focused Organization

    While the service desk remains the primary point of contact for business customers with issues, questions, and challenges related to their hardware and software, the traditional metrics focus on...

    • Downloads: 327
  • 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: 297
  • 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: 266
  • For Infrastructure & Operations Professionals

    Report:Service Catalog Case Study: Fife Council's Journey To Customer Service Excellence

    Service Catalog As A Strategic Control Point For Business, Government, And Community

    Fife Council is a unitary authority with an IT department responsible for providing services and support to both its business and the community of Fife, Scotland, totaling over 385,000 people. This...

    • Downloads: 214