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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41 results in Reports

  • Duncan Jones
  • For Sourcing & Vendor Management Professionals

    Report:TechRadar™: Software-As-A-Service, Q1 2014

    Vendors Have More And Better SaaS Options Than Ever — Are You Prepared?

    Nearly 15 years after the appearance of software-as-a-service (SaaS) startups such as salesforce.com, NetSuite, and Google, software-as-a-service is nearing its tipping point. SaaS adoption is poised...

    • Downloads: 1232
  • For Application Development & Delivery Professionals

    Report:Align Your Business Applications To Cloud And BT Imperatives

    Executive Overview: The Business Applications Playbook

    Rapid business change, fueled by technology advances such as mobility and analytics, is transforming how application development and delivery (AD&D) professionals buy, deploy, and manage business...

    • Downloads: 906
  • For Application Development & Delivery Professionals

    Report:The New Way To Choose Business Applications

    Selection: The Business Applications Playbook

    The old way of choosing business applications is obsolete. For years, consultants have sold expensive projects to gather "requirements" from all corners of the business and assemble them into an...

    • Downloads: 310
  • For Sourcing & Vendor Management Professionals

    Report:Quick Take: The Rimini Street Ruling Has Serious Implications For Oracle Customers

    Partial Summary Judgment Means That Outsourced Hosting And Customization May Breach Many Software License Agreements

    This report explains why the Nevada District Court's recent decision on some of the issues in the four-year-old Oracle versus Rimini Street case has significant implications for sourcing...

    • Downloads: 161
  • For CIO Professionals

    Report:The Fog Begins To Lift On Oracle's Cloud Shift

    A Progress Report On Oracle's Strategic Transformation And What It Means For CIOs' BT Strategy

    Does Oracle's progress in its move to the cloud earn it a major role in your business technology (BT) strategy, or should you reduce your dependence on it? Many CIOs tell us that Oracle is one of...

    • Downloads: 113
  • For Application Development & Delivery Professionals

    Report:Bridge The Budget GAAP In Your Business Applications Strategy

    Business Case: The Business Applications Playbook

    Last century's financial evaluation models are inappropriate for the business technology (BT) era. AD&D leaders are unable to justify a fundamental shift in their business applications strategies in...

    • Downloads: 53
  • For B2B Marketing Professionals

    Report:Best Practices For Software Pricing And Licensing

    Grow Your Software Products' Revenue By Aligning Pricing With How You Deliver Business Value, While Balancing Simplicity And Fairness

    Forrester speaks with dozens of software company executives each year who are finding it difficult to decide the best way to package and price their software products, especially as they move their...

    • Downloads: 407
  • For Application Development & Delivery Professionals

    Report:The Best And Worst Of License-To-SaaS Conversion Programs

    Insist On A Fair And Flexible Deal When You Switch To Software Companies' Cloud-Based Products

    The strategic shift in the software market from on-premises to cloud provides a rare opportunity for an application development and delivery (AD&D) leader to reassess her incumbents' place in her...

    • Downloads: 162
  • For Application Development & Delivery Professionals

    Report:Best Practices: Strategic Software Development Partnerships

    Management: The Business Applications Playbook

    Strong partnerships with a few key providers of software products, platforms, and services are an essential foundation of a digital transformation. You need great software as the foundation of your...

    • Downloads: 180
  • For Sourcing & Vendor Management Professionals

    Report:Implement Strategic Software Sourcing In These Six Easy Steps

    Forrester speaks with many sourcing leaders who want to transform their firm's software buying approach from reactive procurement to strategic sourcing, but fear they won't be able to overcome the...

    • Downloads: 248
  • For Infrastructure & Operations Professionals

    Report:Quick Take: Microsoft Cleans Windows Licensing And Reveals A Path To VDI

    Microsoft's New Per-User Subscription License Enables Use On And From Multiple Devices, Both Locally And/Or Virtually

    Infrastructure and operations (I&O) professionals who set client device strategies for their organizations should welcome Microsoft's new option of a user subscription license (USL) for Windows. Not...

    • Downloads: 213
  • For Application Development & Delivery Professionals

    Report:B2B Order Management Bridges The Gap Between B2B eCommerce And ERP

    Create A B2B Order Management Strategy That Prioritizes Speed And Agility Over Economies Of Standardization

    Many eCommerce projects fail due to problems integrating front-office applications with back-office order tracking and execution. This "integration gap" is a particular challenge in B2B scenarios...

    • Downloads: 293
  • For Sourcing & Vendor Management Professionals

    Report:Value Added Reseller Vendor Selection Tool

    The evolving software value-added reseller (VAR) landscape brings new challenges and opportunities to sourcing and vendor management (SVM) professionals. Clients, who face conflicting  goals...

    • Downloads: 38
  • For Application Development & Delivery Professionals

    Report:Deliver Four Capabilities To Resolve The Buyer/Seller Conflict Within B2B eCommerce

    What Application Delivery Leaders Who Are Building Sell-Side Platforms Can Learn From Forrester's eProcurement Wave

    Beware of the buyer — that is Forrester's message for application development and delivery (AD&D) leaders in B2B firms who are developing or implementing eCommerce platforms. The 14% annual...

    • Downloads: 132
  • For Sourcing & Vendor Management Professionals

    Report:Best Practices: Establishing Trusted Partnerships With Your Key Software Providers

    External Partnerships, Based On Trust And Shared Goals, Are Vital To Delivery Of The BT Agenda

    Everyone talks about "strategic partners," but Forrester's research has found that few supplier relationships actually deserve that accolade. This report is a must-read for sourcing and vendor...

    • Downloads: 217
  • For Sourcing & Vendor Management Professionals

    Report:Supplier Research Is Essential To Your Negotiation Preparation

    Gathering market intelligence about your software suppliers is a sourcing best practice, as it empowers your negotiations and ensures that you know what to ask for and when. It's easier to do today...

    • Downloads: 239
  • For Sourcing & Vendor Management Professionals

    Report:Market Overview: Value-Added Resellers

    A Buyer's Guide To The Evolving Software Reseller Landscape

    For years, Forrester has followed a changing landscape in the software value-added reseller (VAR) market. An increase in direct selling by original equipment manufacturers (OEMs), a diminishing role...

    • Downloads: 463
  • For Sourcing & Vendor Management Professionals

    Report:Forrester's Supplier Partnership Assessment Model

    Forrester's supplier partnership assessment model consists of five important qualities for evaluating suppliers (trust, innovation, customer centricity, preferred customer, and long-term prospects)...

    • Downloads: 45
  • For Sourcing & Vendor Management Professionals

    Report:Brief: Rethink Your Microsoft Licensing Strategy

    Microsoft's Office 365 ProPlus Subscription Product Fundamentally Changes Enterprises' Software Assurance Decision

    Sourcing professionals who are considering renewing or signing a Microsoft enterprise agreement (EA) in the next few months need to re-evaluate their plans, now that Microsoft has fundamentally...

    • Downloads: 357
  • For Sourcing & Vendor Management Professionals

    Report:Let's Clear Up The "Indirect Access" Mess

    Systems Of Engagement Will Cause Unexpected Software Costs Unless Buyers Take Action To Clarify Their License Agreements

    Forrester sees an increase in questions from clients about licensing disputes caused by so called "indirect access" scenarios. In these cases, software sales teams have told clients that they are...

    • Downloads: 177
  • For Sourcing & Vendor Management Professionals

    Report:Build A Software Sourcing Strategy To Deliver Your Firm's BT Agenda

    This report describes Forrester's vision of strategic software sourcing for sourcing and vendor management (SVM) executives. You have a crucial role to play in furthering your organization's business...

    • Downloads: 451
  • For CIO Professionals

    Report:Quick Take: Is Ellison Really Stepping Down?

    Oracle's Announcement Changes Little In The Near Term, But Is Act One Of An Executive Succession

    Many have interpreted Oracle's announcement on September 18, 2014 that founder Larry Ellison will now be chief technology officer (CTO), not CEO, as a major leadership change at the company. The...

    • Downloads: 67
  • For Sourcing & Vendor Management Professionals

    Report:Forrester's Software Contract Review Checklist

    Sourcing and vendor management professionals can use this checklist tool to zero in on the key issues that most frequently cause compliance problems and contract disputes for our sourcing and vendor...

    • Downloads: 37
  • For Sourcing & Vendor Management Professionals

    Report:Better Sourcing Can Improve Your Software ROI

    Many sourcing and vendor management (SVM) professionals see the problems with their firm's current approach to dealing with the major software providers, but lack the authority to transform it. This...

    • Downloads: 208
  • For Sourcing & Vendor Management Professionals

    Report:Use Forrester's Software Supplier Tiering Framework To Increase Your Negotiation Power

    One of the foundations of strategic software sourcing is a forward-looking categorization of suppliers that identifies preferred sources of new technology, above and beyond product-specific decision...

    • Downloads: 210