For Business Process & Applications Professionals (Length: 13 pages)

August 11, 2005

How To Select A CRM Software Vendor

Vendor Selection Criteria Used By 19 Leading Organizations

by William Band

with John Ragsdale, Jessica Harrington


Executive Summary (This is a document excerpt)

Selecting CRM software means much more than evaluating feature/function lists. Forrester talked with 19 leading organizations and found that they use a balanced set of criteria: vendors' current offering, strategy, and market presence. Within these categories, ease of use, analytic capabilities, and sound customer data management are of prime importance. Buyers want a flexible application that will demonstrably improve user productivity and the customer experience. And not only do they value the vendors' product capabilities, but they also value the expertise of systems integration partners.

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TABLE OF CONTENTS

NOTES & RESOURCES

itemDefine Must-Haves To Find The Right CRM Partner

itemA Balanced Set Of Criteria Is Required

itemCurrent Offering: Ease Of Use, Analytics, And Customer Data Are Critical

itemStrategy: Flexibility And Productivity Improvement Are Very Important

itemMarket Presence: Robust Systems Integration Partners Considered Important

recommendations

itemLook Beyond CRM Functionality And Include Strategy And Market Presence

itemSupplemental Material

Forrester interviewed 19 vendor and user organizations, including: Alcatel Networking, ATB Financial, Bolton Metropolitan Council, British Telecommunications, Capita Insurance Services, Cisco Systems, Cortal Consors, Deloitte, DHL International, Energie AG, Energis UK, Inter-Tel, Lyondell Chemical Company (Equistar), Pitney Bowes, Rohm and Haas, SaskTel, Tata International, The Bank of New York, and Vodafone Ireland.

Related Research Documents

itemThe Forrester Wave™: Enterprise CRM Suites, Q2 2005

July 13, 2005, Tech Choices

itemThe Forrester Wave™: Customer Data Integration, Q2 2005

June 13, 2005, Tech Choices

itemPeople Plus Technology Determines CRM Success

May 31, 2005, Best Practices

itemBuild The Right Business Case For CRM

March 17, 2005, Best Practices

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Analyst: William Band
Technology: Customer Relationship Management, Packaged Applications
Geography: Asia Pacific, Europe, North America