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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275 results in Reports

  • Marketing Methods
  • For Customer Insights Professionals

    Report:Be A Loyalty Company, Not A Company With A Loyalty Program

    Vision: The Customer Loyalty Playbook

    Customer loyalty practices come with a lot of baggage: They have become synonymous with points, discounts, and rewards. But it's time for a reality check. Loyalty is both behavioral and emotional,...

    • Downloads: 254
  • For CMO Professionals

    Report:Telecom Brands Are Not Connecting

    Technographics® TRUE Brand Compass: Telecom

    Customers' dissatisfaction with telecom providers is well documented. These firms are known for frustrating customers with confusing programming bundles, poor customer service, and opaque pricing....

    • Downloads: 114
  • For B2B Marketing Professionals

    Report:Apply The Hawthorne Effect For Continuous Improvement

    Continuous Improvement: The Channel Partner Loyalty Playbook

    In this time of high demand and constrained supply of channel partners, partner loyalty can be difficult to maintain, much less improve. Many channel professionals, in an attempt to buy partners'...

    • Downloads: 49
  • For B2B Marketing Professionals

    Report:Channel Partner Loyalty Capabilities Assessment

    Forrester's Channel Partner Loyalty Capabilities Assessment is a tool that illustrates and scores the seven critical program elements that contribute to channel partner loyalty.

    • Downloads: 57
  • For B2B Marketing Professionals

    Report:Gauge Your L2RM Progress And Success

    Benchmarks: The Lead-To-Revenue Playbook

    Business-to-business (B2B) marketers implementing a lead-to-revenue (L2R) process for the first time, or expanding an immature L2R program, often feel they are navigating uncharted waters — but...

    • Downloads: 275
  • For CMO Professionals

    Report:Brief: B2B CMOs Drive Content Marketing Results By Fostering Direct Involvement

    Benchmark Data Shows That Content Marketing Maturity Improves As Team Participation Increases

    Eager to put content marketing to work by attracting buyer attention and generating demand, business-to-business (B2B) CMOs often turn to agencies and freelancers to boost their content marketing...

    • Downloads: 188
  • For B2C Marketing Professionals

    Report:Build An Integrated Messaging Approach

    How To Develop Customer-Focused Integrated Messaging At Your Firm

    This report provides a road map for interactive marketers responsible for email marketing. It will help you unify your customer view, organize your teams by customer instead of by channel, and...

    • Downloads: 573
  • For B2B Marketing Professionals

    Report:B2B Marketing Tactics: Learning From Other Verticals

    In Forrester's report, "Marketing Tactics Of Top Tech Performers," we analyzed how top-performing tech companies apply various marketing tactics and metrics, and their resultant effectiveness. In...

    • Downloads: 504
  • For Customer Insights Professionals

    Report:Embrace Cross-Channel Attribution As The New Marketing Measurement Standard

    Executive Overview: The Cross-Channel Attribution Playbook

    Marketing measurement has evolved. Brands are embracing advanced measurement methodologies, such as cross-channel attribution, to determine the true impact of all interactions across all devices,...

    • Downloads: 941
  • For B2B Marketing Professionals

    Report:Mobile Is A Mainstream Content Source For Tech Buyers

    Deliver What They Want Where They Want It

    Mobile is becoming the new face of engagement. By 2016, smartphones and tablets will put power in the pockets of a billion business application buyers and/or users. Mobile is not simply another...

    • Downloads: 314
  • For B2C Marketing Professionals

    Report:Score Your Mobile Marketing Maturity

    Assessment: The Mobile Marketing Playbook

    This report for marketers explains how to assess your mobile marketing capabilities. We find that although mobile budgets are beginning to increase, the majority of marketers are still in the early...

    • Downloads: 605
  • For B2C Marketing Professionals

    Report:Brief: Best Practices For Engaging Consumers Via Messaging Apps

    To help brands connect with their audiences, messaging apps such as Instagram, Kik, Line, Snapchat, Tango, and WeChat have begun to offer nascent marketing tools. This brief report provides examples...

    • Downloads: 194
  • For CMO Professionals

    Report:2013 B2B CMO Imperatives

    Driving Growth With Customer Insights, Marketing Automation, And Content Marketing

    Business-to-business (B2B) CMOs will have three key initiatives to execute on in 2013 in order to separate themselves from the competition in front of empowered business buyers. Marketers must work...

    • Downloads: 1105
  • For B2C Marketing Professionals

    Report:Predictions 2014: Marketing Leaders Put Insights To Use

    Big Data Makes Way For Smart Data Across Social, Mobile, And Media

    Marketers have more channels to choose from than ever before. In 2014, their choices will become even more numerous, thanks to increasing device proliferation, the Internet of Things, and the...

    • Downloads: 928
  • For eBusiness & Channel Strategy Professionals

    Report:Build A Pervasive Corporate Mobile Competency

    Organization: The Mobile eBusiness Playbook

    Mobile strategy has evolved since 2010. Then, a mobile strategy equated to a mobile services road map and technology platform choices. An individual or small team could both create a strategy and...

    • Downloads: 615
  • For B2B Marketing Professionals

    Report:Transform From Top Lead Supplier Into Leader Of Customer Engagement

    The New Physics Of Lead-To-Revenue Management

    The report "The New Physics Of Lead-To-Revenue Management," originally written for sales enablement professionals, explains that standard practices, which demonstrate marketing spend's impact on...

    • Downloads: 229
  • For B2C Marketing Professionals

    Report:Marketers Embrace The Power Of Digital Video In China

    With the widespread adoption of online video viewing platforms by Chinese consumers, marketers have seized the moment and increased their investment levels in the new medium. However, marketers have...

    • Downloads: 176
  • For Customer Insights Professionals

    Report:Craft A Customer Loyalty Strategy That Raises Your Maturity

    Strategic Plan: The Customer Loyalty Playbook

    Companies that attempt to drive loyalty with a cookie-cutter strategy and ignore customer insights (CI) struggle and lack meaningful results. CI professionals seeking to build a loyalty strategy that...

    • Downloads: 490
  • For B2C Marketing Professionals

    Report:Case Study: BBC Radio1 Reaches Young UK Users With Mobile-Specific Ads

    A Mobile-Unique Approach Creates Engagement And Drives Results

    BBC Radio 1 reinvigorated its program The Breakfast Show with new content and a new host, with the goal of appealing to younger users and growing its audience. To reach these highly mobile listeners,...

    • Downloads: 79
  • For B2C Marketing Professionals

    Report:Craft A Maturity-Based Mobile Strategy

    Strategic Plan: The Mobile Marketing Playbook

    Mobile is hot. As with most hot topics in technology, marketers may be tempted to adopt strategies that are a mismatch for their level of mobile marketing maturity or to create upside-down strategies...

    • Downloads: 726
  • For B2B Marketing Professionals

    Report:Partner Marketing Capabilities Assessment

    To systematically determine how well your partner marketing program is performing today, and set a baseline for what to improve moving forward, measuring all the significant activity you put into...

    • Downloads: 47
  • For CMO Professionals

    Report:Assess The Impact Of Touchpoints Along The Consumer Path-To-Purchase

    How Research Touchpoints Affect Consumer Spending

    Consumers connect with brands throughout the customer life cycle — they discover, explore, buy, and engage using a multitude of touchpoints. In the explore phase, consumers use a variety of...

    • Downloads: 1115
  • For B2B Marketing Professionals

    Report:Tech Marketers' 2012 Investment Plans

    Money Shifts To Operations In the Tech Marketing Flywheel

    Tech marketers are making a big investment in the transition from "art to science" in 2012 as they flow more money into the activities and technologies of marketing operations. Two factors stand out...

    • Downloads: 452
  • For B2C Marketing Professionals

    Report:Harness The Power Of The Second Screen

    When And How It Makes Sense For Marketers To Integrate Second-Screen Experiences Into Their Plans

    Consumers today are rarely without a mobile, tablet, or laptop device close to hand, even when engaged in other activities such as watching TV. Being active on these second screens is now a normal...

    • Downloads: 226
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile's Trojan Horse: The Messaging Platform

    Engage Customers In Their Mobile Moments — Even If The Moments Aren't Yours

    Companies with a strong mobile user base are going public and being acquired for astounding valuations. Some have no revenue, and you likely haven't heard of most of these companies. You are probably...

    • Downloads: 291