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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52 results in Reports

  • Ted Schadler
  • For CIO Professionals

    Report:Closing The Experience Gaps

    Adopt A New Experience Architecture And Philosophy To Bridge Gaps In Performance, Convenience, Personalization, And Trust

    Improving customer experience is now the No. 1 priority of business executives. And as Forrester's revised Customer Experience Index makes clear, simply meeting needs is not enough to deliver...

    • Downloads: 570
  • For CIO Professionals

    Report:Brief: Microsoft Office Crosses The Cloud Rubicon

    The Focus Is On Business Agility, And Here's Why It Matters

    Microsoft used the SharePoint Conference 2014 to forcefully assert that its entire Office portfolio is pivoting to cloud-first development and delivery. Microsoft gave services like Yammer and...

    • Downloads: 331
  • For Enterprise Architecture Professionals

    Report:Quick Take: IBM Forecasts Insights-Driven . . . And Buys The Weather Company

    First, IBM morphed from "big iron" to software and services. Now, it's transforming again. Yesterday, IBM announced its intent to acquire everything except the TV business from The Weather Company....

    • Downloads: 81
  • For Customer Experience Professionals

    Report:Close The Experience Gaps With The Right Business Technology

    Closing The Experience Gaps

    Companies that want to improve customer experience will increasingly rely on technology to close gaps in performance, convenience, personalization, and trust. Forrester has created a catalog showing...

    • Downloads: 177
  • For Application Development & Delivery Professionals

    Report:Brief: How The Washington Post Closes The Experience Gaps

    Improving customer experience is now the No. 1 priority of business executives. And as Forrester's revised Customer Experience Index makes clear, simply meeting needs is not enough to deliver...

    • Downloads: 87
  • For Application Development & Delivery Professionals

    Report:Brief: Adobe Tops The Technology Partner Podium

    Digital Experience Service Providers Turn Most Often To Adobe Ahead Of IBM, Google, Sitecore, and 58 Other Technology Products

    Forrester recently surveyed 46 service providers, ranging from giants like Deloitte Digital, Infosys, and SapientNitro to specialists like Siteworx, Rockfish, and Manifest Digital. We asked for their...

    • Downloads: 214
  • For Application Development & Delivery Professionals

    Report:Your Digital Experience Technology Strategy Starts With A Customer Journey Map

    Strategic Plan: The Digital Experience Delivery Playbook

    As firms like Rewe Group and Schneider Electric have learned, digital experience strategy shapes the technology you need — an investment that can take five years and cost between $20 million and $200...

    • Downloads: 247
  • For Customer Insights Professionals

    Report:Master Your Customers' Mobile Pathways

    How High Is Your Direct Engagement? Are Your Customers More Likely To Stop Along The Way?

    Some 70 million Americans spend more time online on their smartphones than on any other device. It's been hard to know how your customers find their way to and from your mobile moments. Until now....

    • Downloads: 239
  • For Application Development & Delivery Professionals

    Report:Make The Cloud A Foundation Of Your Digital Experience Platform Strategy

    Push Vendors And Service Providers To Describe Benefits, Not Cloud Marketing-Speak

    The digital experience (DX) platform market has been slow to move to the cloud. Fortunately, major digital experience platform vendors like Adobe and SAP hybris are now embracing the cloud to deploy...

    • Downloads: 256
  • For Application Development & Delivery Professionals

    Report:Brief: Digital Experience Delivery Platforms — Early Days, Early Lessons Learned

    Vendors' Marketing Visions Are Clearer Than The Product Capabilities — Or Most Companies' Needs

    Vendors are buying, building, and integrating their way toward platforms designed to help companies deliver omnichannel experiences across commerce, content, and campaigns. "The Forrester...

    • Downloads: 123
  • For CIO Professionals

    Report:Serving Your Customer-Obsessed Employees

    Analyze And Close Your Customer Engagement Technology Gap

    In the age of the customer, every employee has a responsibility to win, serve, and retain customers, directly, indirectly, or, in the case of customer-obsessed employees, both. As the head of the...

    • Downloads: 199
  • For Application Development & Delivery Professionals

    Report:The Business Impact Of Digital Experience Technology Is Profitable Growth

    Business Case: Digital Experience Delivery Playbook

    Armed with the methods in this report, application development and delivery (AD&D) professionals can help their companies link digital experience strategy to the technology road map. First, assess...

    • Downloads: 130
  • For Application Development & Delivery Professionals

    Report:The Road To Social Business Transformation Starts With A Burning Platform

    Road Map: The Social Business And Collaboration Playbook

    Social business technology can transform the way employees work by eliminating barriers to collaboration, improving customer engagement, and accelerating the flow of information and ideas. But even...

    • Downloads: 1187
  • For CIO Professionals

    Report:Mobile App Or Mobile Web? For IT, It's A Choice, Not A Battle

    Neither Is Perfect, But Either Could Be Perfect For Your Customer

    Companies struggle to choose between building a mobile app and implementing a mobile website. The decision becomes a battle shrouded in competing points of view and often a lack of customer...

    • Downloads: 459
  • For CIO Professionals

    Report:Quick Take: IBM Bets A Billion Dollars On Cognitive Computing

    IBM Announces Watson Group, Its First New Group In A Decade

    On January 9, 2014, IBM launched its first business unit in 19 years to bring Watson, the machine that beat two Jeopardy champions in 2011, to the rest of us. IBM posits that Watson is the start of a...

    • Downloads: 272
  • For CIO Professionals

    Report:Digital Insights Are The New Currency Of Business

    Build Systems Of Insight To Consistently Turn Big Data Into Business Action

    Businesses are drowning in data but starving for insights. Worse, they have no systematic way to consistently turn data into action. This can't continue. Demanding customers and competitive pressures...

    • Downloads: 993
  • For CIO Professionals

    Report:Wanted: Digital Engagement Providers

    Building and delivering great mobile experiences will be the beating heart of your customer engagement strategy for the next 10 years. The challenge of making a simple, intuitive app that fronts a...

    • Downloads: 1093
  • For Application Development & Delivery Professionals

    Report:Take Five Steps To Apply The Forrester Wave™: Web Content Management Systems

    Weight Your Priorities To Rank Vendors For Your Scenario

    We evaluated the 10 largest web content management (WCM) vendors against 29 criteria in "The Forrester Wave: Web Content Management Systems, Q1 2015." The rankings reflect the general requirements...

    • Downloads: 302
  • For CIO Professionals

    Report:Brief: Salesforce.com Is Building Industry Cloud Ecosystems

    A New Industry Initiative Will Extend Its Partner Ecosystem

    Recently, salesforce.com made a major announcement that it will formally develop and expand its solution footprint into six industries — financial services/insurance, healthcare/life sciences,...

    • Downloads: 510
  • For Sourcing & Vendor Management Professionals

    Report:Brief: Samsung Knox 2.0 Chases The Secure Mobile Market

    But Do Customers Need Another Vertical Enterprise Device Platform?

    The relaunch of Samsung Knox 2.0 was widely talked about at this year's Mobile World Congress in Barcelona. Customers and partners voiced mixed views on the market potential and the impact Knox will...

    • Downloads: 129
  • For CIO Professionals

    Report:The Forrester Wave™: File Sync And Share Platforms, Q3 2013

    The 16 Providers That Matter Most And How They Stack Up

    In Forrester's 26-criteria evaluation of file sync and share vendors, we identified, researched, analyzed, and scored products from the 16 most significant solution providers in this market:...

    • Downloads: 1599
  • For CIO Professionals

    Report:Mobile Moments Require A New Technology Strategy

    Tomorrow's Business Opportunities Require A New Technology Platform

    CIOs are pushing their teams to define, develop, and deploy mobile apps for employees and customers; a well-intentioned, but misguided approach to addressing the business technology (BT) agenda....

    • Downloads: 376
  • For CIO Professionals

    Report:Cognitive Engagement: A New Force Of Creative Destruction

    Artificial Intelligence Grows From Data To Dialog To Disruption

    IBM Watson beat two Jeopardy champions and will soon help oncologists pick treatment options faster. On a smartphone, Apple's Siri and Microsoft's Cortana answer simple questions on an ever-growing...

    • Downloads: 453
  • For Application Development & Delivery Professionals

    Report:Developers Beware: Google's Mobile-Friendly Search Will Bury Your Mobile-Unfriendly Sites

    Don't Let This Good Crisis Go To Waste — Use It To Drive Your Mobile Mind Shift

    On April 21, 2015, Google will change its search results for smartphones. When Google's new ranking algorithm deems a site to be mobile-friendly, the site will show up higher in search results. With...

    • Downloads: 128
  • For Application Development & Delivery Professionals

    Report:The Forrester Wave™: Digital Experience Platforms, Q4 2015

    The 10 Providers That Matter Most And How They Stack Up

    In Forrester's 40-criteria evaluation of digital experience platform vendors, we identified the 10 most significant software providers — Acquia, Adobe, Demandware, EPiServer, IBM, Oracle, SAP...

    • Downloads: 573