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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39 results in Reports

  • Customer Relationship Management (CRM)
  • Past 6 months
  • For Application Development & Delivery Professionals

    Report:Digital Experience Technology Integration: Go Beyond Just A Basket Of Solutions

    Tools And Technology: The Digital Experience Delivery Playbook

    Technical integration is a major pain point for application development and delivery (AD&D) professionals supporting digital experience (DX). While vendor platforms increasingly want to tell an...

    • Downloads: 1794
  • For Application Development & Delivery Professionals

    Report:Define Your CRM Plan

    Strategic Plan: The CRM Playbook

    To avoid wasting time and effort on ill-conceived CRM initiatives, you keep a laser focus on creating business value. Sound planning for CRM requires application development and delivery (AD&D)...

    • Downloads: 932
  • For Enterprise Architecture Professionals

    Report:Correspondence Management — A Reclamation Project For Many But A Superfund Site For Most

    Ten Best Practices To Achieve 50% Adoption By 2020

    Enterprises have been glacially slow to convert customer correspondence produced from core systems to electronic delivery, despite potential bottom-line and customer experience benefits. To reach...

    • Downloads: 45
  • For Application Development & Delivery Professionals

    Report:Vendor Landscape: Contact Center Interaction Management

    Contact Center Technology Continues To Evolve To Integrated Suites

    Serving the digital consumer by moving to a full omnichannel contact center has become an imperative, not a luxury. Vendors supplying contact center interaction management (CCIM) software continue to...

    • Downloads: 93
  • For Security & Risk Professionals

    Report:Market Overview: Customer Data Breach Notification And Response Services

    Customer-Facing Communication And Outreach Will Set The Tone For Breach Recovery And Response

    You can't stop every cyberattack, and accidental data loss happens. Customer-facing communication following a breach is a critical component of incident response and the first step in reassuring...

    • Downloads: 81
  • For Application Development & Delivery Professionals

    Report:Win Funding For Your Customer Service Project

    Business Case: The Contact Centers For Customer Service Playbook

    In the age of the customer, customer service must be a cornerstone of a company's customer experience strategy. Application development and delivery (AD&D) pros supporting customer service operations...

    • Downloads: 567
  • For Application Development & Delivery Professionals

    Report:CRM Sales Automation Software For Every User

    The Ecosystem Of Software Products Intent On Enabling Your Sales Teams Has Grown

    Sales organizations have traditionally used CRM sales force automation (SFA) software to track leads and opportunities and manage contacts, accounts, pipeline, and forecasts to increase the sales...

    • Downloads: 68
  • For Application Development & Delivery Professionals

    Report:Brief: Adapt — Don't Scrap — Your Workforce Optimization Tools To Support Social Customer Service

    Application development and delivery (AD&D) professionals supporting contact centers, in a race to develop applications in the age of the customer, view social customer service warily. On the one...

    • Downloads: 47
  • For Application Development & Delivery Professionals

    Report:Use Outsourcers To Build Your Omnichannel Customer Service Future

    Toss Out Outdated Attitudes About BPOs Due To Their Expertise In Chat, Social, And Even Customer Context Stores

    Customer service has decidedly moved away from a phone-only world. Consumers across all ages and demographics have adopted digital customer service channels such as chat, mobile, web, and social....

    • Downloads: 119
  • For Application Development & Delivery Professionals

    Report:Brief: A Focus On Cloud And The Age Of The Customer Power A Revived Aspect Software

    Aspect Software, long thought of as a moribund player in the contact center technology market, brought in a new management team a little over two years ago to right the ship. Now that the new team...

    • Downloads: 43
  • For Application Development & Delivery Professionals

    Report:Market Overview: Chat Solutions For Customer Service

    Twenty-One Solutions For Delivering Differentiated Experiences

    Customers demand superior service and support as the price for their ongoing loyalty and patronage, and they are increasingly leveraging the chat channel for customer service. The chat vendor...

    • Downloads: 1009
  • For Security & Risk Professionals

    Report:Protect Your Intellectual Property And Customer Data From Theft And Abuse

    Executive Overview: The Data Security And Privacy Playbook

    Data is the lifeblood of today's digital businesses, but for economic and even political gain, highly skilled cybercriminals and malicious insiders are determined to steal it. Meanwhile, customers...

    • Downloads: 1139
  • For Application Development & Delivery Professionals

    Report:Choose The Right Customer Service Solution For Your Business

    Tools And Technology: The Contact Centers For Customer Service Playbook

    Delivering a differentiated customer experience requires that you have the right technologies, business processes, and empowered organizational structures to support your organization's customer...

    • Downloads: 1019
  • For Application Development & Delivery Professionals

    Report:Quantify The Business Value Of CRM

    Business Case: The CRM Playbook

    CRM initiatives must not only be technically sound but also must answer the question, "What will we get for our money?" Application development and delivery (AD&D) pros who lead CRM projects must...

    • Downloads: 1182
  • For B2B Marketing Professionals

    Report:CRM Plus Marketing Automation Equals Engagement

    Modern Marketing Widens The Lead-To-Revenue Process Gap

    Customer relationship management (CRM) has traditionally been the core technology that organizations use to manage customer relationships. So it's no wonder that B2B marketers and their technology...

    • Downloads: 173
  • For Application Development & Delivery Professionals

    Report:Brief: Salesforce Project Best Practices

    How To Work With Partners In Agile, Business-Centric Models

    Salesforce continues its dominance as a leading choice for cloud CRM and cloud platform for companies of all sizes. Salesforce projects are rising in scale, with many now exceeding $10 million per...

    • Downloads: 102
  • For Application Development & Delivery Professionals

    Report:The Forrester Wave™: Salesforce Implementation Partners, Q2 2015

    The 13 Providers Best Suited For Larger, Transformational Salesforce Projects

    Salesforce — the behemoth of the software-as-a-service (SaaS) world — continues to expand into new solution areas, larger and more global deployments, and more strategic business...

    • Downloads: 206
  • For Enterprise Architecture Professionals

    Report:TechRadar™: Digitizing Operational Processes, Q2 2015

    A Digital Business Needs Operational Excellence To Drive Customer Experience

    As enterprises look to become customer-obsessed, digital initiatives have risen in priority. Investment in new mobile and online solutions has improved digital connections with customers — but...

    • Downloads: 250
  • For Application Development & Delivery Professionals

    Report:Modernize Your CRM In Six Steps

    Landscape: The CRM Playbook

    The business benefit of CRM solutions, firmly centered on improved operational efficiencies, is easy to quantify and has helped CRM become widely deployed. Yet, successful CRM is not only about...

    • Downloads: 697
  • For Application Development & Delivery Professionals

    Report:Transform Customer Processes And Systems To Improve Experiences

    Executive Overview: The CRM Playbook

    We've entered a new era that Forrester calls the age of the customer. The new power of customers means that a focus on the customer now matters more than any other strategic imperative. Forrester's...

    • Downloads: 2033
  • For Application Development & Delivery Professionals

    Report:Transform The Contact Center For Customer Service Excellence

    Executive Overview: The Contact Centers For Customer Service Playbook

    Customers increasingly demand effortless customer service over a range of touchpoints and communication channels. Customer service executives face the constant challenge of simultaneously meeting...

    • Downloads: 1687
  • For Application Development & Delivery Professionals

    Report:CRM And Marketing Automation: Better Together

    Lead-To-Revenue Management Requires More Power Than Customer Relationship Management Offers

    Application development and delivery (AD&D) professionals who support marketing have traditionally leveraged CRM solutions to identify prospective customers and manage active deals. But buyers use an...

    • Downloads: 276
  • For Infrastructure & Operations Professionals

    Report:Brief: Choose The Right Service Desk Sourcing Strategy

    Select From One Of Four Profiles To Make Your Decision

    The service desk is a key point of interaction between the technology management team and the business workforce that uses the technology and tech services. It is an important source of data about...

    • Downloads: 122
  • For Application Development & Delivery Professionals

    Report:Market Overview: Salesforce Services Partners

    Market Shakeout Changes The Provider Landscape

    Salesforce continues to grow at impressive rates, now boasting more than 140,000 customers and a wide solutions footprint spanning customer resource management (CRM), IT service management (ITSM),...

    • Downloads: 205
  • 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: 689