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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9 results in Reports

  • Customer Relationship Management (CRM)
  • Financial Services
  • Past 18 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: 15
  • 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: 143
  • 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: 437
    • Rating:
  • 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: 189
    • 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: 1021
    • 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: 1091
  • 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: 235
  • 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: 377
    • Rating:
  • 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: 742
    • Rating: