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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808 results in Reports

  • Customer Relationship Management (CRM)
  • 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: 4
  • 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: 3249
  • 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: 274
  • 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: 85
  • 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: 64
  • 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: 56
  • 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: 58
  • 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: 127
  • 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: 75
  • 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: 63
  • 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: 172
  • 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: 105
  • 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: 91
  • 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: 656
  • 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: 488
  • 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: 289
  • 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: 166
  • 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: 75
  • For Customer Insights Professionals

    Report:Quick Take: Oracle Acquires Offline Data Powerhouse Datalogix

    The Deal Touts Ubiquitous Customer Recognition And Targeting, But Only If Oracle Manages The Integration Well

    On December 22, 2014, Oracle announced that it has signed an agreement to acquire Datalogix, the Colorado-based consumer transaction data firm. This acquisition adds yet another significant data...

    • Downloads: 71
  • For Application Development & Delivery Professionals

    Report:Brief: Retool For A New Workforce Reality — New Technology For A New Breed Of Agent

    Agent Tools Must Provide Process Guidance And Predictive Data

    A new generation of contact center agents has begun to vex application development and delivery (AD&D) professionals. The new agents seem reluctant to learn detailed product and service information...

    • Downloads: 80
  • For Enterprise Architecture Professionals

    Report:TechRadar™: Customer-Centric BPM Technology, Q4 2014

    Tools And Technology: Business Processes Management Playbook

    The shift to customer centricity has disrupted an aging business process management (BPM) software market with deep roots in the back office and a mixed track record for driving efficiency and worker...

    • Downloads: 246
  • For Application Development & Delivery Professionals

    Report:Better Governance Leads To Better Customer Service — Yes, Really!

    Processes: The Contact Centers For Customer Service Playbook

    Companies struggle to deliver reproducible, effective, and personalized customer service in line with customer expectations and company cost constraints. This leads to increased customer...

    • Downloads: 381
  • For Application Development & Delivery Professionals

    Report:Market Overview: Enterprise Sales Force Automation Solutions

    Today's Solutions Are Changing The Nature Of Your Customers' Interactions With Your Sales Department

    The sales force automation (SFA) market is undergoing significant change with increasing emphasis on mobile sales capability, integration with other software products, real-time actionable insight,...

    • Downloads: 134
  • For Application Development & Delivery Professionals

    Report:Implement Effective Customer Service Metrics

    Benchmarks: The Contact Centers For Customer Service Playbook

    This report outlines the method for defining metrics as part Forrester's solution for application development and delivery (AD&D) executives looking to implement customer service metrics. This report...

    • Downloads: 1090
  • For Application Development & Delivery Professionals

    Report:Choose The Right Customer Service Solution For Your Business

    Tools And Technology: The Contact Centers For Customer Service Playbook

    Delivering a differentiated customer experience requires that you have the right technologies, business processes, and empowered organizational structures to support your organization's customer...

    • Downloads: 804