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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130 results in Reports

  • Customer Relationship Management (CRM)
  • Financial Services
  • For eBusiness & Channel Strategy Professionals

    Report:Enhance Customer Relationships Through Mobile

    Executive Overview: The Mobile eBusiness Playbook

    eBusiness and channel strategy professionals are faced with the challenge of an ever more connected consumer. Consumers expect to be able to engage with brands on their mobile devices. In fact, they...

    • Downloads: 970
  • 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: 153
  • 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: 328
  • 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: 503
  • 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 eBusiness & Channel Strategy Professionals

    Report:Case Study: mBank Builds A Next-Generation Online Banking Experience

    Poland's mBank launched a revolutionary new online banking platform on June 4, 2013. The new platform delivers a new generation of digital banking, with a mix of customer-centric interfaces, advanced...

    • Downloads: 587
  • For eBusiness & Channel Strategy Professionals

    Report:Banks Should Use ATMs To Boost Sales

    Leverage CRM, Better ATM Display, And Integration With Mobiles

    The recent advent of online and mobile banking has attracted plenty of attention. The humble automated teller machine (ATM), on the other hand, has mostly escaped the spotlight. Yet the ATM remains...

    • Downloads: 239
  • 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: 1113
  • 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: 1203
  • 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: 388
  • 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: 242
  • For Customer Experience Professionals

    Report:Better Customer Experience Correlates To Higher Net Promoter Scores

    Credit Card Companies And Wireless Service Providers Benefit From Higher Net Promoter Scores Through Better Customer Experience

    Net Promoter Score (NPS) is a wildly popular tool for assessing customers' likelihood to recommend a company's product or service. As valuable as NPS can be, by itself, the "one number you need to...

    • Downloads: 796
  • For Infrastructure & Operations Professionals

    Report:Case Study: Commonwealth Bank Of Australia Gets Service-Oriented Via Cloud Computing

    Transforms IT From Cost Center To Innovation Center By Leveraging Cloud And Policy-Based Orchestration

    Facing rising IT infrastructure costs, inflexible vendor contracts, and labor-intensive processes, Commonwealth Bank of Australia (CBA) undertook a massive IT transformation over the last five years....

    • Downloads: 475
  • For CIO Professionals

    Report:Smart Process Applications Fill A Big Business Gap

    They Will Grow Twice As Fast As The Enterprise Application Market

    Smart process apps are a new category of application software designed to support business activities that are people-intensive, highly variable, loosely structured, and subject to frequent change....

    • Downloads: 900
  • For eBusiness & Channel Strategy Professionals

    Report:Collaborative Advice

    Using Digital Touchpoints To Enhance Advisor-Client Relationships

    In the past, financial advisors and agents typically didn't involve clients in the advice generation process. They worked their magic behind the scenes and then presented clients with the final...

    • Downloads: 492
  • For eBusiness & Channel Strategy Professionals

    Report:Case Study: Hapoalim Injects A Human Touch Into Digital Banking

    Multichannel Integration Uncovers New Opportunities

    Bank Hapoalim observed a shift in expectations and interactions within a high-value segment of customers with a direct channel preference. To meet those customers' needs, Bank Hapoalim developed a...

    • Downloads: 459
  • For eBusiness & Channel Strategy Professionals

    Report:2012 US Credit Card Secure Website Rankings

    Discover Financial Services Takes The Top Spot With Robust Functionality And Strong User Experience

    Despite the rapid rise of mobile and tablet banking, secure websites remain the No. 1 digital touchpoint for credit cardholders interacting with their providers. Before eBusiness professionals at...

    • Downloads: 347
  • For CIO Professionals

    Report:The Process-Driven Business Of 2020

    Why And How To Shift From Incremental Improvement To Transformation

    Business executives expect the CIO to help continuously improve processes by implementing major software suites, developing new apps, or enhancing existing processes. Spurred by the great recession,...

    • Downloads: 2125
  • For eBusiness & Channel Strategy Professionals

    Report:Case Study: Digital Solutions Help Migdal's Agents To Master A Multi-Touchpoint World

    eBusiness and channel strategy professionals at insurers face a strategic dilemma — managing the in-person agent field force while migrating services online. Israeli insurance provider Migdal,...

    • Downloads: 483
  • For eBusiness & Channel Strategy Professionals

    Report:How Italian Banking Customers Use Different Channels, 2011

    The use of digital banking channels has grown rapidly in Italy, which has the highest mobile banking adoption in Europe — while the growth of branch use has come to a halt. Channel strategy...

    • Downloads: 364
  • For eBusiness & Channel Strategy Professionals

    Report:How Spanish Banking Customers Use Different Channels, 2011

    Spanish banks have been at the forefront of banking innovation in Europe, yet customer behavior in Spain has been slow to change. Spanish customers are more likely than customers almost anywhere in...

    • Downloads: 393
  • For eBusiness & Channel Strategy Professionals

    Report:How German Banking Customers Use Different Channels, 2011

    In Germany, as many consumers now bank online as in the branch. Younger, better-educated customers with higher incomes are migrating to the Internet and the mobile channel. While the Web is becoming...

    • Downloads: 484
  • For eBusiness & Channel Strategy Professionals

    Report:Best Practices In Multichannel Financial Services Sales

    Take An Agile Approach To Support Customers Across Multiple Touchpoints

    The rapid development of customer touchpoints, increasing customer expectations, and the pressure for success in the competitive market forces eBusiness and channel strategy executives at financial...

    • Downloads: 1961
  • For Application Development & Delivery Professionals

    Report:Banking IT In 2023 Updated

    Banking IT In 2023 Becomes Banking IT Today As Well As Banking IT In 2026

    Application development and delivery teams in financial services must design and select future-proof, forward-looking business applications capable of coping with future business scenarios. To...

    • Downloads: 1417
  • For Application Development & Delivery Professionals

    Report:Case Study: Santander Consumer USA Wins With A Smart Mobile CRM Implementation Strategy

    What happens when your sales reps blindly make decisions without having the right customer contact information and transaction data at their fingertips to guide them? Santander Consumer USA, a...

    • Downloads: 352