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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31 results in Reports

  • Marc Cecere
  • For CIO Professionals

    Report:The Forrester Wave™: Business Transformation Consultancies, Q3 2015

    The 10 Providers That Matter Most And How They Stack Up

    In Forrester's 23-criteria evaluation of business transformation consultancies, we identified the 10 most significant service providers — Accenture, Capgemini, Cognizant, Deloitte, EY, IBM, Infosys,...

    • Downloads: 719
  • For CIO Professionals

    Report:CIOs: Structure Your Tech Management Roles To Balance Local And Enterprise Capabilities

    The First In A Two-Part Series On Defining And Implementing Shared Services Or Local Capabilities

    Many CIOs struggle with this question: Which processes, technologies, organizations, and competencies should be common across the organization (i.e., enterprise), and which should be specific to a...

    • Downloads: 363
  • For CIO Professionals

    Report:Upgrade Change Management To Transform For Growth

    Behavioral Science Helps CIOs Accelerate Change To Better Serve Customers

    Done well, organizational change management (OCM) is the unsung hero of successful business transformations. Done poorly, it's the silent killer of projects that fail. Unfortunately, although CIOs...

    • Downloads: 169
  • For CIO Professionals

    Report:Create The Operating Model For The Information Management Organization

    Part One In A Two Part Series On Designing Your Data Organization

    In the increasingly digitized world, having superior data on where your customers go, what they do, and how they use your products is a competitive advantage. However, data management in most...

    • Downloads: 512
  • For Customer Insights Professionals

    Report:Define Data Responsibilities To Boost Enterprise Intelligence

    Who Does What To Maximize The Impact Of Customer Data

    As firms try to ramp up their data capabilities to make the best use of customer data, they are finding a lot wrong with the state of their organization. They lack the skills and knowledge they need,...

    • Downloads: 196
  • For CMO Professionals

    Report:Unify Data Expertise To Fuel Your Marketing Operating System

    Define Data Responsibilities To Boost Enterprise Intelligence

    This report, originally written for customer insights professionals, includes content relevant to CMOs. And here's why: Dramatic changes in how empowered customers now use digital and nondigital...

    • Downloads: 147
  • For CIO Professionals

    Report:Four Examples Of Decoding An IT Org Chart

    This presentation illustrates four examples of IT organization redesigns. Use this presentation to help envision your own redesign and understand the goals, barriers, and target groups...

    • Downloads: 55
  • For CIO Professionals

    Report:Asset-Based Consulting Will Gradually Change The Consulting Revenue Model

    CIOs: Base Your Selection On What The Consultants Know And The Resources They Have Access To Inside And Outside Their Consultancy

    The days of consultants relying on individual experience to execute complex projects are waning. The best consultancies are increasingly using reusable assets in the form of templates, best...

    • Downloads: 221
  • For CIO Professionals

    Report:Brief: Master Change Management And Upgrade Skills To Transform

    The Need For Increasingly Frequent, Global, And Customer-Obsessed Transformation Strains Understaffed CIOs

    Most companies are transforming in ways that require wrenching changes to business models and technology and that stretch their ability to execute. The increased need for speed and customer obsession...

    • Downloads: 182
  • For CIO Professionals

    Report:Market Overview: Business Transformation Consultancies

    Business transformations consist of fundamental changes in business systems, processes, roles and culture. They are linked to — but distinct from — IT transformations, in that they focus...

    • Downloads: 364
  • For CIO Professionals

    Report:Brief: Technology Management's Checklist For Improving Customer Experience

    Five Critical Actions CIOs Should Take

    The advent of mobile and digital mechanisms for engaging customers has highlighted the increasingly crucial relationship between technology management and customer experience. However, the specifics...

    • Downloads: 275
  • For CIO Professionals

    Report:What Drives The Size Of IT Functions?

    Benchmark data such as the percentage of IT people in an organization or IT spending compared to revenue is useful, but it won't determine how much to spend or what the appropriate size of a specific...

    • Downloads: 821
  • For CIO Professionals

    Report:Design The Tech Organization For The BT Agenda

    Organization: The Business Technology Agenda Playbook

    The business technology (BT agenda) focuses on technology to win, serve, and retain customers. Organizational elements including innovation labs, flexible sourcing models, and specialized...

    • Downloads: 497
  • For Application Development & Delivery Professionals

    Report:Vendor Landscape: Change Management Is A New Differentiator In The Digital Era

    The ability to adapt to changing market dynamics is a critical part of growing as a business. While many companies pay close attention to technology and organizational change issues, far fewer...

    • Downloads: 123
  • For CIO Professionals

    Report:Year-End 2013 IT Budget Benchmarks

    How Forrester's Forrsights Data Can Help CIOs Prepare For 2014

    CIOs often request IT budget benchmarks. In this report, we have provided these benchmarks using data from our Forrsight's IT Budgets And Priorities Survey, Q4 2013. However, it's easy to misuse IT...

    • Downloads: 1780
  • For CIO Professionals

    Report:Emerging Business Technology Priorities

    Landscape: The Business Technology Agenda Playbook

    In the age of the customer, the focus of technology management must shift toward winning, serving, and retaining customers. Understanding how and where to prioritize this shift is a critical aspect...

    • Downloads: 691
  • For Infrastructure & Operations Professionals

    Report:Today's Reality: You Must Prepare For Your Future I&O Organization

    The digitalization of the most mundane aspects of life has transformed today's society, giving enterprises a unique opportunity to collect and process vast amounts of data that they can use to win,...

    • Downloads: 214
  • For CIO Professionals

    Report:Brief: Lessons From The Business Transformation Trenches

    Business transformations are top of mind for most firms. Many involved in these large-scale projects are treading deep into unfamiliar territory. Choosing the right consulting partner is therefore...

    • Downloads: 173
  • For CIO Professionals

    Report:Selecting Your Business Transformation Consultancy

    Industry/Customer Knowledge, A Track Record, Data, And Trust Are Key Consulting Differentiators For Large Complex Projects

    Business transformations are becoming riskier and more complex. They are increasingly global and cross-organizational in scope, require new technologies, and focus on customer needs over internal...

    • Downloads: 186
  • For CIO Professionals

    Report:Brief: Budgets And Spending For The Insurance Industry

    CIOs in insurance must balance the need for operational excellence with newer demands associated with the business technology (BT) agenda, which focuses on technology, systems, and processes to win,...

    • Downloads: 296
  • For CIO Professionals

    Report:Brief: Acquire New Skills For Technology Management

    The age of the customer raises uncertainty for CIOs and their technology management teams. Historically, tech management has used requirements from marketing, operations, and other business areas to...

    • Downloads: 190
  • For CIO Professionals

    Report:Executing Enterprise-Versus-Local Decisions

    The Second In A Two-Part Series On Defining And Implementing Shared Services Or Local Capabilities

    All CIOs wrestle with which processes, technologies, organizations, and roles should be consistent across the organization (enterprise) and which should be specific to a business unit or geography...

    • Downloads: 246
  • For CIO Professionals

    Report:The Future Of Consulting Through 2020

    Digital Is Changing The Operating Model, Services, And Strategies Of Consulting Firms

    In a changing digital world defined by increasing customer empowerment, reusable assets, and software-as-a-service (SaaS), consulting will significantly change over the next five years. These forces...

    • Downloads: 742
  • For CIO Professionals

    Report:Defining The New Vendor Management Organization

    Procurement-Based Approaches To Strategic Suppliers Won't Work In Light Of Business Technology Requirements

    CIOs need to raise the game of vendor management. To date, they've been too focused on procurement, cost savings, and managing existing relationships. To support the need for greater innovation,...

    • Downloads: 433
  • For CIO Professionals

    Report:Brief: Hiring And Retaining Diverse Technical Talent

    Building a diverse technical team is critical to win, serve, and retain a wide range of clients. But women and minorities are still underrepresented in most technology organizations. Are you...

    • Downloads: 96