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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263 results in Reports

  • Marketing Methods
  • For eBusiness & Channel Strategy Professionals

    Report:Make The Right Digital Decisions To Drive Canadian Usage-Based Insurance Sales

    Rate Reform Creates Powerful Incentive For Effective Digital Sales

    Canada and the US may share a border and consumer attitudes about usage-based insurance, but they don't share a common approach to the digital strategies for promoting these insurance options. With...

    • Downloads: 108
  • For Customer Insights Professionals

    Report:Balance People And Process To Fund L2RM

    Business Case: The Lead-To-Revenue Playbook

    Today business buyers have more access to information that lets them explore solutions prior to engaging in a formal purchase process. This puts marketing in the hot seat to drive customer interest...

    • Downloads: 197
  • For Customer Insights Professionals

    Report:Brief: Demystifying Real-Time Interaction Management

    Anchor Your Contextual Marketing Engine With This System Of Engagement

    Customer obsession requires marketers to rethink campaigns and instead deliver self-perpetuating cycles of insight-driven interactions. We believe that firms will assemble contextual marketing...

    • Downloads: 82
  • For Marketing Leadership Professionals

    Report:How To Choose Partners For Social Marketing

    Tools And Technology: The Social Marketing Playbook

    This report outlines how interactive marketers can choose the right tools and partners for their social marketing programs. As an interactive marketer, you need to use new social technologies —...

    • Downloads: 1018
  • For Customer Insights Professionals

    Report:Pave A Clear Path To Advanced Loyalty

    Road Map: The Customer Loyalty Playbook

    Customer insights (CI) professionals striving to increase customer loyalty face many challenges, including me-too strategies, disparate data, siloed customer insights, and inadequate measurement...

    • Downloads: 549
  • For Marketing Leadership Professionals

    Report:Build The Case For Content Marketing On Efficiency, Differentiation, And Granular Metrics

    Business Case: The Content Marketing Playbook

    Content marketing doesn't exist in most CFOs' lexicons. This is because budgets for content marketing at many business-to-business (B2B) and business-to-consumer (B2C) companies simply do not exist;...

    • Downloads: 262
  • For Marketing Leadership Professionals

    Report:Extend Your Marketing Into Games

    See Through The Myths, And Tap Games As A Medium For Marketing

    Are you looking to deliver interactive, integrated marketing messages and advertising to reach an attractive, broad base of users in a medium where emotional response is predictable and guaranteed?...

    • Downloads: 353
  • For eBusiness & Channel Strategy Professionals

    Report:Predictions 2014: Mobile Trends In eBusiness

    Navigate Beyond The Hype To Drive Near-Term Results

    In 2014, there will be more than 2 billion smartphones globally. Mobile is becoming not only the new digital hub but also the bridge to the physical world. That's why mobile will affect more than...

    • Downloads: 886
  • For CMO Professionals

    Report:Marketers Need To Put Money Where A Consumer's Mouth Is

    How Consumers Discover New Brands, Products, And Services

    This report, originally written for market insights professionals, includes important content for CMOs and marketing leaders looking to improve discovery of their products and services. The discover...

    • Downloads: 384
  • For Sales Enablement 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: 489
  • For Marketing Leadership Professionals

    Report:Mobile App Discovery: Best Practices To Promote Your App

    Most brands would love to have their apps among the top 25 most downloaded apps on the Apple App Store or Google Play. With more than one million apps available, there's a great risk that your app...

    • Downloads: 563
  • For Marketing Leadership Professionals

    Report:Make Content Partnerships Work For Your Brand

    Link Content Partnerships With Key Elements Of Your Brand Strategy To Drive Results

    Partnerships with media organizations can play a key role in helping brands plan and execute their content marketing strategies. Media organizations can give marketers access to audiences they may...

    • Downloads: 317
  • For Customer Experience Professionals

    Report:Case Study: Best Western Great Britain Wins Validation For Customer Experience Strategy

    In 2010, Best Western International in Great Britain was a midmarket brand struggling to stand out in a sea of budget hotels and prove its value to customers. Partnering with customer experience...

    • Downloads: 130
  • For eBusiness & Channel Strategy Professionals

    Report:Executing End-To-End Mobile Services

    Best Practices: The Mobile eBusiness Playbook

    Mobile technologies are tactics — not strategies in themselves. Too often mobile services conversations start with "Let's build an app." Instead, decisions like these should only be undertaken...

    • Downloads: 1271
  • For Sales Enablement Professionals

    Report:Foster Channel Partner Loyalty For Competitive Advantage

    Executive Overview: The Channel Partner Loyalty Playbook

    Business-to-business (B2B) vendors have long understood the power of channels and wielded their channel networks as competitive weapons. But the channel ecosystem is undergoing dramatic changes, and...

    • Downloads: 447
  • For Marketing Leadership Professionals

    Report:Valuable Content Is Every Marketing Team's Job

    Organization: The Content Marketing Playbook

    Content marketing asks something more of marketers' content; it demands storytelling and a focus on building audiences and maintaining interest. Marketing organizations have long possessed only the...

    • Downloads: 168
  • For Marketing Leadership Professionals

    Report:Become Agile To Improve Your Mobile Approach

    Continuous Improvement: The Mobile Marketing Playbook

    By now, most marketers have successfully launched a mobile website, and many have an app or two. Even if your mobile traffic is growing exponentially and you've had success with several mobile...

    • Downloads: 293
  • For Marketing Leadership 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: 170
  • For Customer Insights Professionals

    Report:Navigate The Complex Customer Loyalty Ecosystem

    Tools And Technology: The Customer Loyalty Playbook

    Are you among the many customer insights professionals trying to boost your customers' loyalty but confused by the number of vendors offering loyalty solutions? The escalating importance of customer...

    • Downloads: 2697
  • For CIO Professionals

    Report:Trends 2014: Indian CMOs' Technology Spending Plans

    CIOs Must Ramp Up Their Marketing Quotient For Effective Collaboration With CMOs

    Forrester, in conjunction with MindForce Research, recently surveyed 101 CMOs in India to understand business and marketing priorities, marketing spending on technology, key tech management and...

    • Downloads: 109
  • For Marketing Leadership Professionals

    Report:Mobile Marketing — A Forrester Compilation

    More people own smartphones than ever before and they’re using them more often too. This makes a mobile marketing strategy crucial for any interactive marketer. Yet today we find that although...

    • Downloads: 359
  • For eBusiness & Channel Strategy Professionals

    Report:2013 US Mobile Banking Functionality Rankings

    Forrester Evaluates The Four Largest Banks' Retail Mobile Offerings

    With customer expectations rising and substantial business at stake, digital banking strategy teams know they need to keep improving their mobile services. This is one of three reports that detail...

    • Downloads: 661
  • For Customer Insights Professionals

    Report:Lead-To-Revenue Pioneers Discover It's Not Demand Generation On Steroids

    Landscape: The Lead-To-Revenue Playbook

    After bagging impressive early wins, lead-to-revenue management (L2RM) pioneers find it hard to sustain ongoing improvement. To learn why L2RM initiatives hit the wall, we analyzed 200 inquiries that...

    • Downloads: 137
  • 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: 172
  • For Customer Insights Professionals

    Report:Is It The Right Time For A US Loyalty Coalition?

    The Climate Is Shifting For Loyalty Programs That Reward Across Multiple Partners

    Coalition loyalty programs like Air Miles, Fly Buys New Zealand, Nectar, and Payback get a lot of press for their ability to reward consumer spend across categories and impact business performance...

    • Downloads: 231