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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221 results in Reports

  • Marketing Methods
  • For Marketing Leadership Professionals

    Report:The Mobile Mind Shift Index

    Measuring And Analyzing The Shift In Consumers' Expectations

    Six years into the smartphone transition, customers are making a mobile mind shift. The shifted customer expects that any desired information or service is available on any appropriate device, in...

    • Downloads: 358
    • Rating:
  • For Sales Enablement Professionals

    Report:The Skills And Structures For L2R Success

    Organization: The Lead-To-Revenue Playbook

    B2B marketers are adopting the lead-to-revenue (L2R) concept to ensure that revenue goals are met on time by optimizing the balance among lead value, velocity, and volumes, as well as ensuring that...

    • Downloads: 126
  • For Customer Insights Professionals

    Report:Base Your Plan For Intelligent Loyalty On Maturity

    Strategic Plan: The Customer Loyalty Playbook

    Loyalty programs that attempt to implement a cookie-cutter strategy and ignore customer insights typically struggle and usually lack meaningful results. Organizations seeking to build a program that...

    • Downloads: 146
  • For Sales Enablement Professionals

    Report:The Lead-Nurturing Payoff For The Tech Industry

    Engage With Early-Stage Buyers, Drive Pipeline And Revenue Performance

    Today's empowered technology buyers are two-thirds of the way through their buying process before they engage with tech vendors' sales teams. Forrester believes that a robust lead-nurturing program...

    • Downloads: 576
  • For Customer Insights Professionals

    Report:Are You Ready For Cross-Channel Attribution?

    Assessment: The Cross-Channel Attribution Playbook

    Cross-channel attribution is a complex, advanced measurement approach, allowing marketers to uncover the true impact of their marketing campaigns across channels. To get it right, organizations must...

    • Downloads: 314
  • For Sales Enablement Professionals

    Report:European B2B Marketers Will Invest In Automation In 2013

    Local Vendors Continue To Innovate

    Wake up, marketing automation vendors: The European market is getting hot! Forrester's Q4 2012 US And Europe B2B Marketing Tactics And Benchmarks Online Survey shows us that the rate of investment is...

    • Downloads: 101
    • Rating:
  • For Customer Insights Professionals

    Report:Cross-Channel Attribution Puts The Science In Marketing Measurement

    Executive Overview: The Cross-Channel Attribution Playbook

    Traditional campaign measurement focuses on simple, one-sided metrics, often giving credit to the last interaction an organization had with a customer and delivering an incomplete view of marketing...

    • Downloads: 341
    • Rating:
  • For Sales Enablement Professionals

    Report:The State Of Lead-To-Revenue Management

    Landscape: The Lead-To-Revenue Playbook

    In order to establish the current state of lead-to-revenue management (L2RM) practices among tech marketers, we recently analyzed 80 client inquiries on the topic that tech marketing professionals...

    • Downloads: 546
    • Comments: 2
    • Rating:
  • For Customer Insights Professionals

    Report:Should You Engage In A Customer Intelligence Safe Haven?

    Why Marketers Must Create Partnerships To Succeed In The Future

    The notion of a "safe haven" in customer intelligence (CI) isn't new; for years, direct marketers and catalogers have relied on cooperatives for their customer acquisition needs. But in the digital...

    • Downloads: 234
  • Report:Trends 2011: Customer Relationship Management

    Twelve Trends Drive Planning For Customer-Centric Process Transformation

    The fundamental business needs that drive the requirement for effective and efficient customer management practices remain unchanged for 2011: acquiring new customers; building tighter bonds of...

    • Downloads: 2676
  • For Sales Enablement Professionals

    Report:The New Physics Of Lead-To-Revenue Management

    Vision: The Lead-To-Revenue Playbook

    The need to calibrate marketing spend to revenue generation was the seminal driver of lead-to-revenue management (L2RM). But savvy B2B marketing leaders are going beyond revenue performance...

    • Downloads: 176
    • Rating:
  • For Marketing Leadership Professionals

    Report:Case Study: Mint.com Grows Its Business Using Game Mechanics

    Mint.com wanted to increase traffic from new and returning users to its site as well as deepen engagement and exposure to monetized elements. By employing a suite of game mechanics — including...

    • Downloads: 362
  • For Marketing Leadership Professionals

    Report:Marketing Strategy For The Mobile Mind Shift

    Delivering Utility At Speed To Perpetually Connected Customers

    Customers are in the midst of a total mind shift. As a result of their perpetual mobile connections, their expectations have changed. They're not interested in your messaging and logos. They want...

    • Downloads: 370
  • For Customer Insights Professionals

    Report:Two Approaches For Socializing Your Loyalty Program

    Direct Integration With Social Channels Creates The Richest Engagement And Data Opportunities

    Across the globe, more and more consumers are interacting socially than ever before. When it comes to loyalty, social channels provide an opportunity for brands to engage with members beyond the...

    • Downloads: 127
  • For Marketing Leadership Professionals

    Report:Extend Your Marketing Into Games

    See Through The Myths, And Tap Games As A Medium For Marketing

    Are you looking to deliver interactive, integrated marketing messages and advertising to reach an attractive, broad base of users in a medium where emotional response is predictable and guaranteed?...

    • Downloads: 157
    • Rating:
  • For Marketing Leadership Professionals

    Report:It's Time To Integrate Facebook Into Your Marketing Site

    Using Facebook Login To Your Advantage

    This report, originally written for eBusiness and channel strategy professionals, contains important insight and recommendations for interactive marketing professionals as well. Since the...

    • Downloads: 372
    • Rating:
  • For Customer Experience Professionals

    Report:The Forrester Wave™: EFM Satisfaction And Loyalty Solutions, Q3 2011

    Medallia And MarketTools Lead With Strong Performers Close Behind

    In Forrester's 76-criteria evaluation of enterprise feedback management (EFM) satisfaction and loyalty solutions, we found that Medallia and MarketTools led the pack with comprehensive software...

    • Downloads: 770
  • For Marketing Leadership Professionals

    Report:The Scientific Method Comes To Marketing

    Executive Overview: The Marketing Mix Optimization Playbook

    When making their investment decisions across the marketing mix, senior marketers face the constant challenge of coping with the proliferation of communication and engagement platforms while facing...

    • Downloads: 440
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:Topic Overview: Mobile Strategy Starter Kit

    Mobile will be the most important digital channel for the foreseeable future. Mobile devices have the potential to eclipse fixed devices attached to the Internet in the foreseeable future. They are...

    • Downloads: 1250
  • For Marketing Leadership Professionals

    Report:Partner Up For Influencer Marketing

    Work With Key Collaborators To Identify And Engage Influencers

    Interactive marketers are often responsible for influencer marketing programs, particularly within business-to-consumer (B2C) organizations. But identifying and engaging influencers is both complex...

    • Downloads: 375
  • For CMO Professionals

    Report:Bigger B2B Marketing Budgets Come With Great Expectations

    Use The Forrester Marketing Flywheel To Assess Budget Allocation

    After several years of making cuts, B2B marketing leaders have larger budgets in 2011, but they come with a catch: more scrutiny and greater expectations for results. Budgeting is no longer an annual...

    • Downloads: 709
  • For Marketing Leadership Professionals

    Report:Advance Through The Stages Of Mobile Maturity

    Road Map: The Mobile Marketing Playbook

    This report provides a road map for interactive marketers who are responsible for mobile marketing. As consumer mobile adoption balloons and as hardware, software, and interfaces evolve, interactive...

    • Downloads: 1355
    • Rating:
  • For CIO Professionals

    Report:CIO: The Future Of Mobile Is Context

    Building A Foundation To Enable Next-Generation Mobile Services

    CIOs that Forrester interviewed understand the potential of context and are building the foundational infrastructure needed to support the use of context across consumer touchpoints — not just...

    • Downloads: 763
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:Building A Pervasive Corporate Mobile Competency

    Organization: The Mobile eBusiness Playbook

    Mobile strategy has evolved since 2010. Then, a mobile strategy equated to a mobile services road map and technology platform choices. An individual or small team could both create a strategy and...

    • Downloads: 268
  • For Customer Insights Professionals

    Report:Examining The Member Interactions Of Five Major Loyalty Programs

    Programs Fall Short Across All Evaluation Criteria

    Forrester applied its new Customer Loyalty Program Review methodology to five popular loyalty programs from the retail, travel, and financial services industries. The results of the evaluation...

    • Downloads: 583
 
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