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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39 results in Reports

  • Customer Relationship Management (CRM)
  • Past 6 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: 88
  • For Infrastructure & Operations Professionals

    Report:Find The Sweet Spot For Your Bring-Your-Own-Device Program

    Continuous Improvement: The Workforce Enablement Playbook

    Infrastructure and operations (I&O) leaders have the opportunity to offload costs and responsibility while increasing productivity by launching formal bring-your-own-device (BYOD) programs that meet...

    • Downloads: 84
  • For Infrastructure & Operations Professionals

    Report:Building The Foundation For Customer Insight: Hadoop Infrastructure Architecture

    The proliferation of customer-facing data-intensive systems in almost every modern enterprise has catalyzed the rapid deployment of big data environments, commonly with Hadoop as the underlying...

    • Downloads: 155
    • Rating:
  • 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: 139
    • 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: 72
    • 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: 1265
    • Rating:
  • For Infrastructure & Operations Professionals

    Report:The State And Direction Of Service Management: Progression, Deceleration, Or Stagnation?

    Benchmarks: The Service Management and Automation Playbook

    "How do we stack up against our peers?" is perhaps the most common question asked of Forrester, and never has this information been more important for service management and automation (SMA)...

    • Downloads: 178
  • For Sourcing & Vendor Management Professionals

    Report:Measuring Satisfaction For Technology Services

    The Importance Of Customer Satisfaction Increases For Service Provisioning

    As technology becomes a critical part of delivering value to customers, the measurement of customer satisfaction (CSAT) in outsourcing relationships rises in importance. The reputation and value of...

    • Downloads: 120
  • For Customer Experience Professionals

    Report:Voice Of The Customer Vendor Go-To-Market Strategies, 2014

    Exercise Due Diligence When Selecting VoC Vendors

    When companies select vendors to support their voice of the customer (VoC) programs, they must look not only at vendor capabilities but also at other factors that drive success in the vendor...

    • Downloads: 189
  • For Customer Insights Professionals

    Report:TechRadar™: Customer Analytics Methods, Q1 2014

    Road Map: The Customer Analytics Playbook

    Forrester has identified 15 key customer analytics methods that customer insights professionals must master. Customer insights professionals are faced with tough decisions about which combination of...

    • Downloads: 437
  • For CIO Professionals

    Report:2014 Technology Imperatives For US Healthcare Providers

    The Regulatory Tsunami Upends US Healthcare BT

    The seismic shift in business goals brought about by the Affordable Care Act and other legislative actions are causing providers to forge new relationships with care delivery stakeholders. The...

    • Downloads: 323
    • Rating:
  • For Customer Experience Professionals

    Report:Voice Of The Customer Vendor Landscape, 2014

    A Customer Experience Professional's Guide To The VoC Vendor Market

    Companies use voice of the customer (VoC) programs to collect and analyze customer feedback, inform customer experience improvements, and track the results of those improvements. To manage the...

    • Downloads: 309
  • 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: 259
    • 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: 434
    • Rating:
  • 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: 208
    • 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: 2361
    • Rating:
  • For Sales Enablement Professionals

    Report:Leverage The Channel Management Technology Spectrum

    Tools And Technology: The Channel Partner Loyalty Playbook

    Channel partners' loyalty to vendors and suppliers is waning, resulting in risk to vendors' and suppliers' wallet share and revenue growth with respect to their channel partners. Channel...

    • Downloads: 99
  • 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: 144
  • For CMO Professionals

    Report:Start To Build Your Ultimate Customer Relationship

    Digital Platforms Pave The Way For Others To Build Powerful Lifestyle-Enhancing Relationships

    Thanks to digital disruption, consumers have fully embraced a world where they use digital enablers to connect with companies more deeply than ever before. Digital platform providers like Amazon.com,...

    • Downloads: 331
  • 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: 163
  • 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: 1554
    • Rating:
  • 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: 634
    • Comments: 1
    • 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: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: