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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29 results in Reports

  • Customer Relationship Management (CRM)
  • Past 6 months
  • For Sourcing & Vendor Management Professionals

    Report:The Forrester Wave™: EMEA Workplace Services, Q2 2013

    Providers Driving Workplace Services In EMEA

    Workplace services are rapidly evolving far beyond their origins in desktop and desk-side management toward a post-desktop future in which end users' consumer-derived expectations dominate the...

    • Downloads: 82
    • Rating:
  • For CIO Professionals

    Report:Winning The Customer Experience Game

    Best Practices For CIOs

    Customer experience (CX) is too often thought of in terms of the IT help desk. But CIOs and their IT teams are increasingly being challenged with improving the customer experience for the...

    • Downloads: 163
  • For Application Development & Delivery Professionals

    Report:Quantify The Business Value Of CRM

    Business Case: The CRM Playbook

    Customer relationship management (CRM) initiatives must not only be technically sound but must answer the question, "What will we get for our money?" Application development and delivery (AD&D) pros...

    • Downloads: 149
    • Rating:
  • For Sourcing & Vendor Management Professionals

    Report:Demand Innovation From Your Workplace Services Supplier

    Invest In Innovation Governance To Overcome Suppliers' Hesitancy

    Forrester interviewed 40 customer references across 14 suppliers as part of the 2013 Forrester Wave™ evaluations of workplace services providers. Customers had nearly uniform praise for the...

    • Downloads: 55
  • For Sourcing & Vendor Management Professionals

    Report:The Forrester Wave™: North American Workplace Services, Q2 2013

    Evaluating Leading Providers Amidst A Category Redefinition

    Workplace services are rapidly evolving far beyond their origins in desktop and desk-side management toward a post-desktop future in which end users' consumer-derived expectations dominate the...

    • Downloads: 124
  • For Application Development & Delivery Professionals

    Report:TechRadar™ For AD&D Pros: Contact Center Solutions For Customer Service, Q2 2013

    Landscape: The Contact Centers For Customer Service Playbook

    Locking in customer loyalty via deeper engagement and differentiated experiences will continue to be critical priorities for organizations in all sectors in the decade ahead. But navigating the...

    • Downloads: 172
    • Rating:
  • For Sourcing & Vendor Management Professionals

    Report:The Forrester Wave™: Global Workplace Services, Q1 2013

    Evaluating Leading Providers Amidst A Category Redefinition

    Workplace services are rapidly evolving far beyond their origins in desktop and desk-side management toward a post-desktop future in which end users' consumer-derived expectations dominate the...

    • Downloads: 221
    • Rating:
  • For Infrastructure & Operations Professionals

    Report:The State And Direction Of IT Service Management: 2012 To 2013

    Forrester Research, in conjunction with itSMF-USA, conducted its second annual survey to understand the state of IT service management (ITSM) in 2012 and its direction in 2013 — a critical...

    • Downloads: 391
    • Comments: 1
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:Understand Communication Channel Needs To Craft Your Customer Service Strategy

    Consumers' preferences for customer service channels are rapidly changing. And it's not just the younger generation of consumers — there's disruption and change across all ages and...

    • Downloads: 342
    • Rating:
  • For Application Development & Delivery Professionals

    Report:The Future Of Customer Data Management

    Vision: The Customer Data Management Playbook

    Customer data is the lifeblood of the contemporary enterprise. It's used in virtually every function of the business, including product research, design, and development; advertising and marketing...

    • Downloads: 683
    • Rating:
  • For Infrastructure & Operations Professionals

    Report:IT Service Management Case Study: Making The Transition From On Premises To SaaS With BMC

    Good Practices When Migrating To An SaaS-Delivered ITSM Solution

    How do you successfully move IT service management (ITSM) tool enablement from an on-premises model to a software-as-a-service (SaaS) model? A North American brand communications agency found itself...

    • Downloads: 144
  • 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: 848
    • Rating:
  • For Sales Enablement Professionals

    Report:Buyer Role Profile: Service Desk

    This report is designed to give sales enablement professionals an introduction to the service desk role as well as an overview of the general concerns facing people in this position. The information...

    • Downloads: 45
  • For Application Development & Delivery Professionals

    Report:Choose Digital Experience Tools To Engage With Customers In A Cross-Channel World

    Tools And Technology: The Digital Experience Delivery Playbook

    Systems that support digital experiences present challenges to tech buyers, who are discovering a vast and immature market. Application development and delivery (AD&D) professionals face a...

    • Downloads: 533
    • Rating:
  • For Customer Insights Professionals

    Report:Customer Engagement Agency Progress Reflects Industry Maturity

    During our recent customer engagement agency (CEA) Forrester Wave™, we surveyed more than 100 CEA clients to understand their choice of vendors and the quality of the relationships. We found...

    • Downloads: 136
  • For Application Development & Delivery Professionals

    Report:Navigate The Future Of CRM In 2013

    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: 1989
    • Rating:
  • For Application Development & Delivery Professionals

    Report:Navigate The Future Of Customer Service

    Vision: The Contact Centers For Customer Service Playbook

    As organizations strive to succeed in the age of the customer, business and IT professionals responsible for customer service struggle to understand changing customer behavior, re-engineer end-to-end...

    • Downloads: 1512
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:Must-Have eCommerce Features

    Road Map: The Retail eCommerce Playbook

    Companies often struggle with how to prioritize the countless issues that populate eCommerce to-do lists. This chapter of the retail eCommerce playbook is a prescriptive look at the industry...

    • Downloads: 803
    • Rating:
  • For Application Development & Delivery Professionals

    Report:TechRadar™ For AD&D Pros: The Extended CRM Technology Ecosystem, Q1 2013

    Landscape: The CRM Playbook

    Locking in customer loyalty through deeper engagement and differentiated experiences will continue to be critical priorities for organizations in all sectors in the decade ahead, but navigating the...

    • Downloads: 452
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:Best Practices In Mobile Banking

    Processes: The Mobile Banking Strategy Playbook

    The critical question for many digital banking teams after they build mobile banking is how to encourage customer adoption and use. Forrester spoke to eBusiness executives at banks about the current...

    • Downloads: 608
  • For Customer Experience Professionals

    Report:Top Ways To Combat Survey Fatigue

    Customer experience professionals depend on surveys for their voice of the customer (VoC) and customer experience (CX) measurement programs. But with so many surveys coming at each individual...

    • Downloads: 267
  • For eBusiness & Channel Strategy Professionals

    Report:2012 US Bank Secure Website Rankings

    Citi Moves To The Top With Added Functionality And A New Look

    Digital banking teams want to know where they stack up against competitors when it comes to their secure websites and other digital features — everything from mobile functionality to customer...

    • Downloads: 253
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:2012 Canadian Bank Secure Website Rankings

    Firms Continue To Enhance Core Functionality But Lack New Digital Banking Features

    This report details how the secure websites of the six largest retail banks in Canada stack up against each other across six categories and 66 individual criteria measuring the banks' online...

    • Downloads: 132
  • For Customer Experience Professionals

    Report:Executive Q&A: Customer Experience Measurement

    To measure customer experience (CX), firms need a framework that tells them not only how good their customers' experiences are but also how to improve them and what benefits to expect from doing so....

    • Downloads: 414
    • Rating:
  • For Business Process Professionals

    Report:Forrester's Best Practices Framework For Customer Service Self-Assessment

    • Downloads: 66
    • Rating:
 
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