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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38 results in Reports

  • Duncan Jones
  • 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: 428
  • For Sourcing & Vendor Management Professionals

    Report:Good Software Deals Improve BT Project ROI, Not Merely Reduce Cost

    This report describes the metrics that form part of Forrester's solution for sourcing and vendor management executives who are moving to strategic software sourcing. Too many sourcing executives lead...

    • Downloads: 387
  • For CIO Professionals

    Report:Redefine Oracle's Role In Your BT Strategy

    Seize The Unprecedented Opportunity To Reassess, Reinvigorate, And Renegotiate Your Oracle Relationship

    Is Oracle a leading contributor to your business technology (BT) agenda or a legacy IT incumbent? While still one of the largest technology providers, Oracle's role in helping you accelerate your...

    • Downloads: 236
  • 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: 60
  • For Sourcing & Vendor Management Professionals

    Report:Four Questions That Should Guide Your Microsoft Strategy

    Transitioning To Cloud-Based Subscription Models Provides A Unique Opportunity To Realign Your Commercial And Adoption Strategies

    Do you think that you understand Microsoft from previous dealings with the company? Think again. Microsoft's ongoing strategic transformation has significant implications for any technology...

    • Downloads: 263
  • For B2B Marketing Professionals

    Report:Case Study: SAP Simplifies Its Pricing

    SAP's Pricing Team Standardizes On Fewer Metrics While Better Aligning Licensing With Business Value

    Forrester recently published our software pricing and licensing best practices to help software company sales enablement (SE) professionals to decide how to package software into price list products,...

    • Downloads: 171
  • 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: 196
  • For Sourcing & Vendor Management Professionals

    Report:Boost Your Software Negotiation Strategy With A Toolkit Of Models, Checklists, And Documents

    Forrester hears from many clients who run into problems with a software negotiation partly because they did not do sufficient work before they started. Others want to prepare fully but are unsure...

    • Downloads: 437
  • 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: 99
  • 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: 187
  • 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: 138
  • 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: 240
  • For Sourcing & Vendor Management Professionals

    Report:Four Software Licensing Trends That Support Your Business Technology Agenda

    The software market has changed radically over the last three or four years, and the licensing landscape has changed with it. Trends such as big data, cloud, and mobile have undermined several common...

    • Downloads: 323
  • For Sourcing & Vendor Management Professionals

    Report:The Forrester Wave™: eProcurement, Q2 2014

    The 11 Largest Procure-To-Pay (P2P) Platforms, Graded By Their Ability To Deliver Visibility And Control Through High User Adoption

    In Forrester's 69-criteria evaluation of eProcurement providers, we identified the 11 most significant software platforms — Basware, Capgemini IBX, Coupa, Ivalua, Oracle (E-Business Suite...

    • Downloads: 883
  • For Application Development & Delivery Professionals

    Report:Best Practices: Elevating Your SAP Relationship To Strategic Supplier Level

    Aligning Your SAP Working And Commercial Relationships After You Have Recalibrated Its Role In Your BT Sourcing Strategy

    Forrester recently described why and how to recalibrate SAP's role in advancing your business technology (BT) strategy. This report is a follow-up to that report. It explains what to do next if you...

    • Downloads: 45
  • For Application Development & Delivery Professionals

    Report:Three Secrets Of Successful Business Applications Projects

    Execution: The Business Applications Playbook

    Many business applications projects underperform or even utterly fail. Forrester's research into business applications selection and implementation has identified that one root cause is often...

    • Downloads: 96
  • 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: 157
  • 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: 162
  • 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:Best Practices For Managing Software Negotiations

    Software salespeople always seem to have the upper hand in negotiations with Forrester's sourcing and vendor management (SVM) clients. Not only are they often more highly trained than their buyer...

    • Downloads: 700
  • For Sourcing & Vendor Management Professionals

    Report:Measure Your Software Sourcing Maturity To Identify Improvement Priorities

    Does your organization already practice strategic software sourcing, or is it still relying on reactive procurement? This report explains how to assess your software sourcing team's current state so...

    • Downloads: 254
  • 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: 356
  • 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: 236
  • For Sourcing & Vendor Management Professionals

    Report:Best Practices: Selecting And Implementing ePurchasing Products

    Focus On Overcoming Likely Adoption Challenges

    Forrester expects companies will spend more than $1 billion in 2013 on expanding, upgrading, or replacing their ePurchasing systems. While most will reap significant benefits from their investment,...

    • Downloads: 440
  • 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