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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49 results in Reports

  • Customer Relationship Management (CRM)
  • Application Development & Delivery
  • Past 12 months
  • For Application Development & Delivery Professionals

    Report:Win Funding For Your Customer Service Project

    Business Case: The Contact Centers For Customer Service Playbook

    In the age of the customer, customer service must be a cornerstone of a company's customer experience strategy. Application development and delivery (AD&D) pros supporting customer service operations...

    • Downloads: 525
  • For Application Development & Delivery Professionals

    Report:CRM Sales Automation Software For Every User

    The Ecosystem Of Software Products Intent On Enabling Your Sales Teams Has Grown

    Sales organizations have traditionally used CRM sales force automation (SFA) software to track leads and opportunities and manage contacts, accounts, pipeline, and forecasts to increase the sales...

    • Downloads: 26
  • For Application Development & Delivery Professionals

    Report:Brief: Adapt — Don't Scrap — Your Workforce Optimization Tools To Support Social Customer Service

    Application development and delivery (AD&D) professionals supporting contact centers, in a race to develop applications in the age of the customer, view social customer service warily. On the one...

    • Downloads: 30
  • For Application Development & Delivery Professionals

    Report:Use Outsourcers To Build Your Omnichannel Customer Service Future

    Toss Out Outdated Attitudes About BPOs Due To Their Expertise In Chat, Social, And Even Customer Context Stores

    Customer service has decidedly moved away from a phone-only world. Consumers across all ages and demographics have adopted digital customer service channels such as chat, mobile, web, and social....

    • Downloads: 97
  • For Application Development & Delivery Professionals

    Report:Brief: A Focus On Cloud And The Age Of The Customer Power A Revived Aspect Software

    Aspect Software, long thought of as a moribund player in the contact center technology market, brought in a new management team a little over two years ago to right the ship. Now that the new team...

    • Downloads: 34
  • For Application Development & Delivery Professionals

    Report:Market Overview: Chat Solutions For Customer Service

    Twenty-One Solutions For Delivering Differentiated Experiences

    Customers demand superior service and support as the price for their ongoing loyalty and patronage, and they are increasingly leveraging the chat channel for customer service. The chat vendor...

    • Downloads: 956
  • 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: 989
  • For Application Development & Delivery Professionals

    Report:Quantify The Business Value Of CRM

    Business Case: The CRM Playbook

    CRM initiatives must not only be technically sound but also must answer the question, "What will we get for our money?" Application development and delivery (AD&D) pros who lead CRM projects must...

    • Downloads: 1141
  • For Application Development & Delivery Professionals

    Report:Brief: Salesforce Project Best Practices

    How To Work With Partners In Agile, Business-Centric Models

    Salesforce continues its dominance as a leading choice for cloud CRM and cloud platform for companies of all sizes. Salesforce projects are rising in scale, with many now exceeding $10 million per...

    • Downloads: 84
  • For Application Development & Delivery Professionals

    Report:The Forrester Wave™: Salesforce Implementation Partners, Q2 2015

    The 13 Providers Best Suited For Larger, Transformational Salesforce Projects

    Salesforce — the behemoth of the software-as-a-service (SaaS) world — continues to expand into new solution areas, larger and more global deployments, and more strategic business...

    • Downloads: 153
  • For Application Development & Delivery Professionals

    Report:Modernize Your CRM In Six Steps

    Landscape: The CRM Playbook

    The business benefit of CRM solutions, firmly centered on improved operational efficiencies, is easy to quantify and has helped CRM become widely deployed. Yet, successful CRM is not only about...

    • Downloads: 667
  • For Application Development & Delivery Professionals

    Report:Transform Customer Processes And Systems To Improve Experiences

    Executive Overview: The CRM Playbook

    We've entered a new era that Forrester calls the age of the customer. The new power of customers means that a focus on the customer now matters more than any other strategic imperative. Forrester's...

    • Downloads: 2016
  • For Application Development & Delivery Professionals

    Report:Transform The Contact Center For Customer Service Excellence

    Executive Overview: The Contact Centers For Customer Service Playbook

    Customers increasingly demand effortless customer service over a range of touchpoints and communication channels. Customer service executives face the constant challenge of simultaneously meeting...

    • Downloads: 1656
  • For Application Development & Delivery Professionals

    Report:CRM And Marketing Automation: Better Together

    Lead-To-Revenue Management Requires More Power Than Customer Relationship Management Offers

    Application development and delivery (AD&D) professionals who support marketing have traditionally leveraged CRM solutions to identify prospective customers and manage active deals. But buyers use an...

    • Downloads: 253
  • For Application Development & Delivery Professionals

    Report:Market Overview: Salesforce Services Partners

    Market Shakeout Changes The Provider Landscape

    Salesforce continues to grow at impressive rates, now boasting more than 140,000 customers and a wide solutions footprint spanning customer resource management (CRM), IT service management (ITSM),...

    • Downloads: 177
  • For Application Development & Delivery Professionals

    Report:Brief: Focus On Three New Service Experiences To Thrive In The Age Of The Digital Customer

    Social, Proactive, And Embedded Customer Service Builds Intimacy With The New Breed Of Consumers

    A new generation of customers doesn't seem to remember details of service processes. They have begun to prefer self-service versus speaking with contact center agents and now look to companies to act...

    • Downloads: 188
  • For Application Development & Delivery Professionals

    Report:How To Measure And Improve The Contact Center Agent Experience

    Contact center agents can have a huge impact on customer experience. Unhappy contact center agents equal unhappy customers. It's that simple. What is less straightforward is how application...

    • Downloads: 119
  • For Application Development & Delivery Professionals

    Report:Contact Centers Must Go Digital Or Die

    Rework Your Contact Center Technology And Staffing Models To Align With Customer Channel Preferences

    Consumer preference for customer service channels is changing across all ages and demographics. Adoption of digital customer service channels, with an emphasis on self-service channels such as web...

    • Downloads: 451
  • For Application Development & Delivery Professionals

    Report:Implement Effective Customer Service Metrics

    Benchmarks: The Contact Centers For Customer Service Playbook

    Customer service managers can easily become distracted by the sheer volume of metrics available for tracking operational activities and fail to deliver on key business goals. To keep customer service...

    • Downloads: 1349
  • 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: 517
  • 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: 369
  • 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: 222
  • 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: 308
  • 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: 128
  • 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: 3777