About Forrester
Forrester Research, Inc. is an independent research company that provides pragmatic and forward-thinking advice to global leaders in business and technology.

Bill serves Application Development & Delivery Professionals. He is a leading expert on customer relationship management (CRM). His research focuses on helping organizations establish and validate CRM strategies, prioritize and focus CRM projects, build executive consensus, facilitate CRM vendor selection, and plan for project success.
Bill is the author of two books on customer-driven business strategies: Creating Value for Customers: Designing and Implementing a Total Corporate Strategy and Touchstones: Ten New Ideas Revolutionizing Business. He was named one of CRM Magazine's 2007 Influential Leaders, which recognizes the foremost thinkers, visionaries, and achievers in the industry.
Bill has extensive industry experience, with more than 25 years of leadership in several management consulting and systems integration firms. He was a managing director of CRM strategy with BearingPoint. Earlier in his career, he was a partner with both Accenture and Coopers & Lybrand Consulting.
An accomplished public speaker, Bill also has delivered speeches at many events, including Forrester's Consumer Forum, Marketing Forum, and Business Technology Forum.
Bill earned an MBA with Dean's List honors in marketing from the Richard Ivey School of Business, The University of Western Ontario.
Forrester's customer relationship management (CRM) research helps business process professionals embrace best practices — from process optimization to technology implementation — to...
Forrester's customer relationship management (CRM) research helps CRM professionals embrace best practices — from process optimization to technology implementation — to improve the...
Buyers Face Difficult Choices In A Crowded Market
Forrester evaluated leading enterprise CRM suite solutions against 516 criteria and found that with the latest releases of their solutions, Oracle's Siebel and SAP maintain their status as Leaders...
A Crowded Market Means Lots of Choices For Buyers
Forrester evaluated 18 leading customer relationship management (CRM) suite solutions against 516 criteria reflecting the requirements of large organizations. We found that heavyweight Leaders Oracle...
Eleven Trends Shape CRM Technology Adoption Agendas
As the economy recovers, what are the key trends that will drive customer relationship management (CRM) strategies and technology adoption in 2010? Business and IT professionals who support...
Forrester evaluated the customer service and support capabilities of 19 leading CRM suite solutions against 196 criteria. Customer service and business process professionals face a diverse range of...
Twelve Trends Drive Planning For Customer-Centric Process Transformation
The fundamental business needs that drive the requirement for effective and efficient customer management practices remain unchanged for 2011: acquiring new customers; building tighter bonds of...
Strategy And Business Value Are The Watchwords For The Next 12 Months
In light of the sudden and dramatic economic downturn, what are the key trends that will drive customer relationship management (CRM) strategies and technology adoption in 2009? Our recent surveys...
Look To New Solutions To Keep Pace With The Emerging Social Customer
Customer relationship management (CRM) is evolving from its traditional focus on optimizing customer-facing transactional processes to include the strategies and technologies to develop collaborative...
Many Choices With Robust Functionality And Sensible Price Points
Forrester evaluated 19 leading customer relationship management (CRM) suite solutions against 516 criteria reflecting the requirements of midsized organizations. We found that vendors in the Leader...
Use Our CRM FastForward Self-Assessment To Achieve Quick Wins
By 2010, organizations around the world will spend $11 billion annually on customer relationship management (CRM) solutions. Smart companies are selective about how and where they invest resources....
Assessment: The CRM Playbook
This report describes the best practices assessment that underpins Forrester's solution for application development and delivery (AD&D) executives looking to implement customer relationship...

Organizations continue to spend heavily on customer relationship management (CRM) — $11 billion annually by 2010 — to grow the top line, improve the customer experience, and boost the...
Vision: The CRM Playbook
The only source of competitive advantage is the one that can survive technology-fueled disruption: an obsession with understanding, connecting with, serving, and delighting customers. But as...

How Trail-Blazing Organizations Are Implementing Social Customer Strategies
The rise of Social Computing means that customer relationship management (CRM) professionals must find innovative new ways to cope with the emerging phenomenon of "social customers." Forrester talked...
We surveyed 73 business and technology decision-makers and influencers to discover their strengths and weaknesses compared to five eCommerce best practices capabilities. We found that adopting...
CRM software-as-a service (SaaS) solutions have moved beyond their previous status as a specialized deployment option and into the mainstream. According to Forrester's Enterprise and SMB Software...
Social Applications Stimulate Innovation But Sales, Order Management, And Service Hold The Keys To Your Revenue Engine
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...
We surveyed 58 business and technology decision-makers and influencers to discover their strengths and weaknesses compared to 18 customer services best practices capabilities. We found that adopting...
We surveyed 55 business and technology decision-makers and influencers to discover their strengths and weaknesses compared to 12 customer analytics best practices capabilities. We found that adopting...
We surveyed 73 business and technology decision-makers and influencers to discover their strengths and weaknesses compared to 22 marketing best practices capabilities. We found that adopting...
Solutions To Support Key Customer-Facing Business Processes
Forrester reviewed 24 CRM suite solutions to understand their strengths and weaknesses to support four key cross-functional processes in the finance and insurance industries: 1) claims management; 2)...
Using Social Computing To Collaborate With Customers In New Ways
The social web phenomenon — which Forrester calls Social Computing — forces business process professionals to expand their thinking about how their companies can and should engage with...
The 17 Solutions That Matter Most And How They Stack Up
During the past five years, the customer relationship management (CRM) solutions market has experienced considerable growth and turmoil, including significant vendor consolidation and a rapid rise in...

Solutions To Support Key Customer-Facing Business Processes
Forrester reviewed 24 CRM suite solutions to understand their strengths and weaknesses in supporting 10 key cross-functional processes in the retail and wholesale trade: 1) trade promotion; 2)...