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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813 results in Reports

  • Customer Relationship Management (CRM)
  • For Customer Experience Professionals

    Report:Brief: How Customer Data Elevates Experiences

    Companies now have access to an abundance of customer data. At the same time, customer attitudes regarding the use of customer data are shifting. Today's customers expect companies to make use of...

    • Downloads: 115
  • For Application Development & Delivery Professionals

    Report:The Forrester Wave™: CRM Suites For Large Organizations, Q1 2015

    Salesforce, SAP, Oracle, And Microsoft Lead A Mature Field Of Vendors

    In this Forrester Wave evaluation of customer relationship management (CRM) suites for enterprise organizations, we identified the nine most significant CRM suites solutions — Infor CRM...

    • Downloads: 139
  • For Application Development & Delivery Professionals

    Report:The Forrester Wave™: CRM Suites For Midsize Organizations, Q1 2015

    Salesforce And Microsoft Lead A Mature Field Of Vendors

    In this Forrester Wave evaluation of customer relationship management (CRM) suites for midsize organizations, we identified the 10 most significant CRM suites solutions — Aptean Pivotal CRM,...

    • Downloads: 108
  • For Customer Experience Professionals

    Report:What's New With Customer Feedback Management Vendors

    A CX Pro's Guide To The Evolved CFM Vendor Landscape

    In the past year, the already-dynamic customer feedback management (CFM) market has further evolved, requiring customer experience (CX) professionals to navigate a changed vendor landscape. This...

    • Downloads: 97
  • For Application Development & Delivery Professionals

    Report:Forrester's Fast-Forward CRM Capabilities Best Practices Self-Assessment

    Forrester’s best practices framework for CRM defines the critical capabilities necessary for building high-quality customer relationships. The framework distills findings from our interviews...

    • Downloads: 221
  • For Application Development & Delivery Professionals

    Report:You Can't Personalize Digital Experiences Without Predictive

    Predictive Analytics Solutions Are The Personalization Engine That Digital Experience Platforms Lack

    Digital experience delivery vendors have generally fallen short in their use of predictive analytics to contextualize digital customer experiences. Many of these vendors offer simple, rules-based...

    • Downloads: 184
  • For Enterprise Architecture Professionals

    Report:Brief: Ten Trends Will Reshape Customer Communications Management

    Enterprise architects face unprecedented pressure from the business to secure technology to help reduce print costs, prepare for mobile payment growth, and revise language used in customer...

    • Downloads: 99
  • For Application Development & Delivery Professionals

    Report:Customer-Activated Communication And Collaboration Will Support The BT Agenda

    A New Class Of Applications Emerges That Will Transform Core Processes

    Listening and responding to the voice of the customer (VoC) is rapidly becoming an imperative. Marketing often gets the listening ball rolling, but real transformation integrates systems to capture...

    • Downloads: 90
  • For Application Development & Delivery Professionals

    Report:Trends 2015: The Future Of Customer Service

    Vision: The Contact Centers For Customer Service Playbook

    In the age of the customer, executives don't decide how customer-centric their companies are — customers do. Changes such as the explosion of digital communications, mobility, and insights...

    • Downloads: 3461
  • For Enterprise Architecture Professionals

    Report:Are You Using Data To Win? Discover Your Data Management Maturity

    Benchmarks: The Data Management Playbook

    Enterprise architects need to marshal resources to meet the business requirement for fast, accurate data delivery and, at the same time, modernize the platform from the outside in. Forrester...

    • Downloads: 321
  • For Security & Risk Professionals

    Report:Top Security And Risk Priorities For The Business Technology Agenda

    Fail To Preserve Customer Trust And Watch Your Firm's Competitive Strengths And Revenue Disappear

    Digital businesses cannot succeed in today's competitive environment if they don't protect their customers from cybercriminals and fraudsters, safeguard their firm's intellectual property from...

    • Downloads: 163
  • For Application Development & Delivery Professionals

    Report:Behavioral Analytics Can Optimize Matching Contact Center Agents With Consumers

    Predictive Analytics Can Help Enterprises Better Match Customers To Agents To Grow Revenue, Reduce Costs, And Improve Satisfaction

    Part of the promise of online dating services like eHarmony and Match.com is their ability to use software analytics of personality profiles to increase the successful outcome of connecting two...

    • Downloads: 123
  • For Application Development & Delivery Professionals

    Report:TechRadar™ For AD&D Pros: Contact Center Solutions For Customer Service, Q1 2015

    Landscape: The Contact Centers For Customer Service Playbook

    Across all industries, organizations have made cementing customer relationships through improved customer engagement, loyalty, and experience a top priority. To achieve this goal, however, these...

    • Downloads: 114
  • For Application Development & Delivery Professionals

    Report:Brief: Take Social Customer Service Beyond Your Own Walled Garden

    The modern consumer uses social media to communicate with family, friends, as well as companies. In response, companies have increased their investment in social media as a customer support channel....

    • Downloads: 74
  • For Enterprise Architecture Professionals

    Report:Fix The Data Problems That Destroy Your Customer Effectiveness

    Marketing, sales, and customer service professionals consider customer relationship management (CRM) applications the single source of truth about a customer. However, poor quality customer...

    • Downloads: 155
  • For Application Development & Delivery Professionals

    Report:Moment-Of-Truth Best Practices In Retail And CPG

    Application development and delivery (AD&D) professionals have heard how mobile moments transform customer experience and how micro moments — critical windows of opportunity — are the...

    • Downloads: 124
  • For Application Development & Delivery Professionals

    Report:Brief: Real-Time Speech Analytics — Still More Sizzle Than Steak

    Most customer service organizations record phone interactions with their customers. If they get around to analyzing those recordings, whatever they find can't change the outcome of those calls...

    • Downloads: 80
  • For eBusiness & Channel Strategy Professionals

    Report:Use Customer-Centric Metrics To Benchmark Your Digital Success

    Benchmarks: The Digital Business Transformation Playbook

    It's easy to measure basic digital metrics like page views or the number of Facebook fans you have, but all too often these superficial metrics offer little or no insight into how your firm is...

    • Downloads: 237
  • For Infrastructure & Operations Professionals

    Report:Top Technologies For The Infrastructure & Operations BT Agenda

    Your company's only route to sustainable competitive advantage is to deliver a superior customer experience. Because your customers, channels, competitors, and coveted talent are digital, your...

    • Downloads: 155
  • For Customer Experience Professionals

    Report:Four Questions That Free Employees To Access Customer Data

    A Guide For Customer Experience Pros Looking To Break Down Information Silos

    The vast majority of the information workforce directly supports customers or helps their organizations understand customers' behavior. But the way that organizations warehouse client data and...

    • Downloads: 106
  • For Security & Risk Professionals

    Report:Develop Identity And Access Management Metrics For Employee And Customer Processes

    Performance Management: The Identity And Access Management Playbook

    Most security and risk (S&R) professionals struggle to ensure that identity access management (IAM) receives the attention it deserves, and they constantly fight the notion that IAM is a purely...

    • Downloads: 695
  • For Customer Insights Professionals

    Report:Make Sense Of A Fractured Consumer Data Ecosystem

    Landscape: The Personal Identity And Data Management Playbook

    Although widespread adoption of personal identity and data management (PIDM) remains a few years away, the ecosystem of data lockers, digital identification tools, and authorization managers is...

    • Downloads: 505
  • For Application Development & Delivery Professionals

    Report:Navigate The Future Of CRM In 2015

    Vision: The CRM Playbook

    As organizations strive to succeed in the age of the customer and cope with digital disruptions, those responsible for customer-facing processes struggle with how to define customer relationship...

    • Downloads: 352
  • For eBusiness & Channel Strategy Professionals

    Report:Channel Management: Core To Your Customer Service Strategy

    Consumers' preferences for customer service channels are rapidly changing. And it's not just the younger generation of consumers — there's disruption and change across all ages and...

    • Downloads: 198
  • For eBusiness & Channel Strategy Professionals

    Report:Brief: Boosting Channel Partner Engagement

    Partner Engagement Begets Partner Experience, Which Begets Partner Productivity

    Channel partner engagement — how and how often partners interact with business-to-business (B2B)/tech vendors — is critical, as engagement is a key indicator of partner loyalty and...

    • Downloads: 85