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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13 results in Reports

  • Customer Relationship Management (CRM)
  • Financial Services
  • Past 18 months
  • 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: 436
    • 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: 595
  • 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: 251
    • 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: 128
  • 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: 524
    • Rating:
  • 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: 314
    • Rating:
  • 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: 636
    • Rating:
  • 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: 339
  • 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: 367
    • Rating:
  • 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: 300
    • Rating:
  • 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: 1773
    • Rating:
  • 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: 370
  • 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: 312
    • Comments: 1
    • Rating:
 
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