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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33 results in Reports

  • Duncan Jones
  • For Sourcing & Vendor Management Professionals

    Report:Value Added Reseller Vendor Selection Tool

    The evolving software value-added reseller (VAR) landscape brings new challenges and opportunities to sourcing and vendor management (SVM) professionals. Clients, who face conflicting  goals...

    • Downloads: 28
  • 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: 891
  • For Sourcing & Vendor Management Professionals

    Report:The SAP/Ariba Merger Will Not Be Frictionless

    'Ariba, An SAP Company' Faces Many Challenges But Will Do Better Than SAP's Previous ePurchasing Acquisition

    SAP's proposed $4.3 billion acquisition of Ariba has shaken the ePurchasing market. Customers of both companies want to know if their products face an uncertain future, since it's unlikely that SAP...

    • Downloads: 345
  • For Sourcing & Vendor Management Professionals

    Report:Quick Take: The Rimini Street Ruling Has Serious Implications For Oracle Customers

    Partial Summary Judgment Means That Outsourced Hosting And Customization May Breach Many Software License Agreements

    This report explains why the Nevada District Court's recent decision on some of the issues in the four-year-old Oracle versus Rimini Street case has significant implications for sourcing...

    • Downloads: 123
  • For Sourcing & Vendor Management Professionals

    Report:Choose The Best Driver For Your Sourcing Transformation Program

    Strategic Plan: The Strategic Software Sourcing Playbook

    Many sourcing and vendor management leaders tell Forrester that they want to use our strategic approach to software sourcing, and yet are unable to overcome widespread resistance to central...

    • Downloads: 163
  • For Sourcing & Vendor Management Professionals

    Report:Updated Q4 2013: Forrester's Software Contract Review Checklist User Guide

    Use This Report And The Associated Tool To Identify And Fix Common Problems In Software License Agreements

    Inadequate software license agreements cause many problems for Forrester's clients. We hear dozens of stories each year, such as disputed interpretation of outdated language or vital protection that...

    • Downloads: 209
  • For Sourcing & Vendor Management Professionals

    Report:Use Forrester's Software Supplier Tiering Framework To Increase Your Negotiation Power

    A Performance Management Toolkit Within The Strategic Software Sourcing Playbook

    One of the foundations of strategic software sourcing is a forward-looking categorization of suppliers that identifies preferred sources of new technology, above and beyond product-specific decision...

    • Downloads: 162
  • For Sourcing & Vendor Management Professionals

    Report:Microsoft SQL Server 2012 Licensing Changes — What You Need To Know

    Repackaging And The Move From Per-Processor To Per-Core Licensing Will Affect The Way Your Organization Uses SQL Server

    Microsoft's recent announcements will affect the way your organization licenses its SQL Server product and what you have to pay to use it. To prepare for these changes, sourcing and vendor management...

    • Downloads: 280
  • For Sourcing & Vendor Management Professionals

    Report:A Buyer's Guide To Invoice-To-Pay Solutions

    Twelve Invoice-To-Pay Technologies And Where They Fit In Forrester's Road Map To Accounts Payable Invoice Processing Excellence

    Procurement and finance managers struggling with inefficient invoice-to-pay (I2P) processes are often confused by the plethora of diverse technology products and services that are available today,...

    • Downloads: 689
  • For Sourcing & Vendor Management Professionals

    Report:Supplier Research Is Essential To Your Negotiation Preparation

    Supplier Intelligence: The Strategic Software Sourcing Playbook

    Gathering market intelligence about your software suppliers is a sourcing best practice, as it empowers your negotiations and ensures that you know what to ask for and when. It's easier to do today...

    • Downloads: 203
  • For Sourcing & Vendor Management Professionals

    Report:Implement Strategic Software Sourcing In These Six Easy Steps

    Road Map: The Strategic Software Sourcing Playbook

    Forrester speaks with many sourcing leaders who want to transform their firm's software buying approach from reactive procurement to strategic sourcing, but fear they won't be able to overcome the...

    • Downloads: 188
  • For Sourcing & Vendor Management Professionals

    Report:Boost Your Software Negotiation Strategy With A Toolkit Of Models, Checklists, And Documents

    Tools: The Strategic Software Sourcing Playbook

    Forrester hears from many clients who run into problems with a software negotiation partly because they did not do sufficient work before they started. Others want to prepare fully but are unsure...

    • Downloads: 324
  • For Sourcing & Vendor Management Professionals

    Report:Let's Clear Up The "Indirect Access" Mess

    Systems Of Engagement Will Cause Unexpected Software Costs Unless Buyers Take Action To Clarify Their License Agreements

    Forrester sees an increase in questions from clients about licensing disputes caused by so called "indirect access" scenarios. In these cases, software sales teams have told clients that they are...

    • Downloads: 120
  • For Sourcing & Vendor Management Professionals

    Report:Good Software Deals Improve BT Project ROI, Not Merely Reduce Cost

    Metrics: The Strategic Software Sourcing Playbook

    This report describes the metrics that form part of Forrester's solution for sourcing and vendor management executives who are moving to strategic software sourcing. Too many sourcing executives lead...

    • Downloads: 306
  • For Sourcing & Vendor Management Professionals

    Report:Understand Oracle Better To Marshal Maximum Software Negotiation Leverage

    Savvier Buyers Can Get A Better Deal From This Powerful Supplier

    Welcome to Oracle "May-nia," the final month of Oracle's financial year during which Forrester estimates the company will sell around $4 billion in software. If you're one of the many sourcing and...

    • Downloads: 390
  • For Sourcing & Vendor Management Professionals

    Report:Introducing Software License Optimization

    Continuous Improvement: The Strategic Software Sourcing Playbook

    This report describes how sourcing and vendor management leaders can practice continuous improvement as part of Forrester's strategic software sourcing approach. Software asset management (SAM), as...

    • Downloads: 894
  • For Sourcing & Vendor Management Professionals

    Report:Updated Q4 2013: Forrester's Software Contract Review Checklist

    Inadequate software license agreements cause many problems for Forrester’s clients. We hear dozens of reports from clients each year regarding issues like disputed...

    • Downloads: 32
  • For Sourcing & Vendor Management Professionals

    Report:Best Practices: Selecting And Implementing ePurchasing Products

    Focus On Overcoming Likely Adoption Challenges

    Forrester expects companies will spend more than $1 billion in 2013 on expanding, upgrading, or replacing their ePurchasing systems. While most will reap significant benefits from their investment,...

    • Downloads: 337
  • For Sourcing & Vendor Management Professionals

    Report:Get Better Software Deals By Aligning Your Sourcing Strategy And Commercial Approach

    Executive Overview: The Strategic Software Sourcing Playbook

    This report outlines how sourcing and vendor management (SVM) executives can implement Forrester's strategic software sourcing model. Our research has shown us that transactional procurement is...

    • Downloads: 416
  • For Sourcing & Vendor Management Professionals

    Report:Brief: Rethink Your Microsoft Licensing Strategy

    Microsoft's Office 365 ProPlus Subscription Product Fundamentally Changes Enterprises' Software Assurance Decision

    Sourcing professionals who are considering renewing or signing a Microsoft enterprise agreement (EA) in the next few months need to re-evaluate their plans, now that Microsoft has fundamentally...

    • Downloads: 198
  • For Sourcing & Vendor Management Professionals

    Report:Better Sourcing Can Improve Your Software ROI

    Business Case: The Strategic Software Sourcing Playbook

    Many sourcing and vendor management (SVM) professionals see the problems with their firm's current approach to dealing with the major software providers, but lack the authority to transform it. This...

    • Downloads: 135
  • For Sourcing & Vendor Management Professionals

    Report:Accelerate Your Software License Optimization Program By Using Specialist Services Providers

    Use Experts' Tools, Processes, And People To Replace Failing SAM

    If you've recently had a bad software audit experience, are worried about license compliance, or want to cut wasteful software expenditure, you may need to replace traditional, but obsolete, software...

    • Downloads: 370
  • For Sourcing & Vendor Management Professionals

    Report:Demand Pricing That Matches Business Value — The Radical Sourcing Trend For 2013

    Landscape: The Strategic Software Sourcing Playbook

    This report describes the software pricing and licensing landscape and explains why it makes it so important for sourcing and vendor management executives to implement Forrester's strategic software...

    • Downloads: 536
  • For Sourcing & Vendor Management Professionals

    Report:Align Your Commercial Approach With Your Software Category Sourcing Strategy

    Vision: The Strategic Software Sourcing Playbook

    This report describes Forrester's vision of strategic software sourcing for sourcing and vendor management (SVM) executives. It is more difficult than ever for software sourcing professionals to meet...

    • Downloads: 253
  • For Sourcing & Vendor Management Professionals

    Report:Market Overview: Value-Added Resellers

    A Buyer's Guide To The Evolving Software Reseller Landscape

    For years, Forrester has followed a changing landscape in the software value-added reseller (VAR) market. An increase in direct selling by original equipment manufacturers (OEMs), a diminishing role...

    • Downloads: 212