Case Study: Performing A Competitive Software Evaluation

Results:
The client was able to develop a clear road map for standardizing its CRM and ERP applications, which provide the potential to:
  • Significantly reduce operating costs.
  • Improve the company's leverage with technology providers.
Challenge:
The client wanted to standardize its CRM and ERP applications at the company's many locations around the globe. The IS executive turned to Forrester for advice on selecting the best solutions provider to meet the needs of a highly diversified manufacturer with multiple, discrete customer segments.

Who:
CIO, VP of IT, and Director of IT

How Forrester Helped:
To help the client, the Forrester team:
  • Reviewed the client's existing systems, architecture, and current organization.
  • Conducted a competitive SWOT analysis of the client's current solution against leading vendors' CRM solutions.
  • Hosted two onsite workshops to provide our recommended vendor solutions and high-level negotiation tactics for both CRM and ERP solutions.


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