Search Results

• Report The Forrester Tech Tide™: AI And Analytics For Retail, Q2 2021

  Nineteen Technologies Underpin AI And Analytics For Retail

  May 26, 2021 | Sucharita Kodali, Madeline Cyr, George Lawrie

  Artificial intelligence and analytics are increasingly critical to retailers' ability to win, serve, and retain their customers. To accelerate their performance by harnessing AI and analytics,...

• Report Best Practices For Help Desk Chatbot Success

  A Good User Experience Is The Key To Conversational AI Success

  March 29, 2021 | Will McKeon-White, Charles Betz

  The chatbot value proposition is the creation of faster, self-service support features for customers and employees alike. But in practice, chatbots suffer from low satisfaction scores. As IT...

• Report The State Of Chat In Retail, 2021

  Consumers Use Chat For Customer Support, Including Prepurchase Support, But Not For Commerce

  March 23, 2021 | Julie Ask, Nicole Murgia

  As consumers increasingly opt to engage with retailers and brands via chat, firms must ensure that customer experiences are efficient, effective, and effortless. Digital business pros have used...

• Report Three Imperatives For Advanced CX Measurement Programs

  Advanced Level: Measurement Practices For CX Transformation

  February 24, 2021 | Maxie Schmidt-Subramanian

  Once customer experience (CX) transformation leaders have evolved and scaled their CX measurement program, they need to further advance its effectiveness and efficiency. This report lays out three...

• Report The Forrester Wave™: Contract Lifecycle Management For All Contracts, Q1 2021

  The 11 Providers That Matter Most And How They Stack Up

  February 24, 2021 | Andrew Bartels

  In our 32-criterion evaluation of contract lifecycle management (CLM) software providers, we identified the 11 most significant ones — Agiloft, CobbleStone Software, Conga, ContractPodAi, DocuSign,...

• Report How AI And Automation Drive Better Customer Service Experiences

  Follow Six Simple Steps To Avoid Frustrating Customers When Deploying AI And Automation In Customer Service

  February 16, 2021 | Karine Cardona-Smits, Ian Jacobs

  AI and automation are in demand for companies exploring ways to reduce their call center costs. But when companies fail to take the right approach, they disappoint both customers and employees....

• Report The Forrester Tech Tide™: Sales Technologies, Q1 2021

  15 Technologies That Underpin Sales

  February 16, 2021 | Mary Shea, PhD

  Sales technologies are increasingly critical to firms' ability to win, serve, and retain customers. To accelerate revenue performance, companies are evaluating and adopting a range of contributing...

• Report The State Of Consumers And Technology, 2020

  Increasingly Intimate Technologies Spark The Next Mind Shift

  February 2, 2021 | Anjali Lai

  Technology became a lifeline for consumers during the crises of 2020: Consumers now spend more time using more devices for more sophisticated tasks. What is the result of this intense reliance on...

• Report The Three Customer Service Megatrends In 2021: Post-Pandemic Customer Service Excellence

  Vision: The Contact Centers For Customer Service Playbook

  January 25, 2021 | Kate Leggett

  The COVID-19 pandemic has elevated the importance of customer service to nurture customers, retain and increase their loyalty, and grow revenue. Customer service leaders are also accelerating...

• Report Forrester Infographic: Conversational AI Raised Efficacy But Not CX During The Pandemic In Asia

  January 20, 2021 | Vasupradha Srinivasan

  Most organizations see value in service automation, especially when managing a crisis. Many have also made significant investments in service automation as a way to improve efficiency and customer...

• Report The Forrester Tech Tide™: Contact Center Technologies For Customer Service, Q1 2021

  Twenty Technologies Underpin Customer Service

  January 19, 2021 | Kate Leggett, Ian Jacobs, Art Schoeller

  Customer service is increasingly critical to firms' ability to win, serve, and retain their customers. To accelerate their performance in customer service, companies are evaluating and adopting a...

• Report Harness ChatOps To Empower Remote Collaboration

  ChatOps: The Accidental Standard

  December 21, 2020 | Rich Lane, Will McKeon-White

  With the shift to remote work and its ever-increasing complexity, teams are struggling to find ways to make collaboration easier and automate more. ChatOps is an important capability, enabling...

• Report Case Study: SBI Card Transformed Digital Customer Service With Targeted Automation

  December 14, 2020 | Vasupradha Srinivasan, Arnav Gupta

  Leading Indian credit card and financial services provider SBI Card transformed its end customer experience (CX) with targeted AI and automation initiatives. SBI Card put together a mix of...

• Report Chatbots And Virtual Assistants Can Help B2B Organizations Close The Digital Experience Gap

  Automated Conversational Engagement Meets The Modern B2B Buyer's Need For Immediacy

  December 11, 2020 | Steven Casey

  Social distancing has fast-forwarded the B2B buyer journey into an almost exclusively digital adventure. With face-to-face meetings all but impossible, buyers are seeking experiences and content...

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  Webinar Customer Service Predictions 2021

  Customer Service Becomes A Critical Lifeline For Distressed Customers

  November 20, 2020 | Ian Jacobs, Daniel Hong, Julie Ask

  Customer service has long been tagged with the dreaded “cost center” label. But the pandemic kicked off a sea change in that perception. The purpose of customer service is no longer...

• Report Forrester Predictions 2021: Accelerating Out Of The Crisis

  October 28, 2020 | Sharyn Leaver

  2020 shattered the status quo. In 2021, advanced organizations will adapt and use the upheaval to forge a competitive edge. Discover your organization's path to success. Read Forrester's 2021...

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  Webinar What's Hot And What's Not In Wealth Management Tech For 2020

  October 14, 2020 | Vijay Raghavan

  In the highly competitive world of wealth management, financial services must invest in tech initiatives that will differentiate them, drive revenue growth, and keep their customers and financial...

• Report The State Of Chatbots In Financial Services

  Most Consumers Are Neither Interested Nor Comfortable Using Chatbots For Financial Activities

  August 5, 2020 | Aurelie L'Hostis, Peter Wannemacher, Luis Deya

  The hype surrounding chatbots remains high and COVID-19 has put pressure on customer service teams, but digital teams in financial services firms should remain wary of any push to roll out chatbots...

• Report The Forrester Tech Tide™: Financial Well-Being, Q3 2020

  Eighteen Technologies Underpin Financial Well-Being Programs

  July 27, 2020 | Aurelie L'Hostis

  Putting financial well-being at the core of their strategy is critical to financial services firms' ability to win, serve, and retain customers. To develop their financial well-being program,...

• Report Now Tech: Contract Lifecycle Management Software, Q3 2020

  Forrester's Overview Of 39 CLM Vendors

  July 22, 2020 | Andrew Bartels

  Companies use contract lifecycle management (CLM) software to consolidate and understand existing contracts, create and negotiate new contracts, and link contracts to other related applications....

• Report Your Automation Psychology And Roadmap Just Shifted Gears

  Ease The Pain With A Skills-Based Future-Of-Work Plan

  May 29, 2020 | Craig Le Clair

  Forrester's "The Forrester Tech Tide™: Intelligent Automation, Q1 2020" highlights 19 intelligent automation (IA) technologies and advises on investment priorities. But because of COVID-19, the...

• Report Best Practices: Web Chat For Investors

  What Real Investors Say About Web Chat Experiences

  May 28, 2020 | Jennifer Wise

  Investment firms aim to offer web chat experiences that meet investors' expectations and drive use of the channel. To see how they stack up, we assessed the chat feature on eight investment firms'...

• Report Research Overview: Artificial Intelligence

  A Guide To Navigating Our AI Technology Research Portfolio

  May 20, 2020 | Srividya Sridharan

  Many AI technologies can help enterprises engage customers, augment employees' intelligence, and operate efficiently. This overview for CIOs provides a collection of and guide to Forrester's most...

• Report The Conversational Chatbot Buyer's Guide

  Decipher AI/ML Buzzwords To Understand The Features That Really Matter

  May 20, 2020 | Vasupradha Srinivasan

  Most organizations today have dedicated experience and strategy teams that own chatbot buying decisions. These teams must often decipher the technical jargon about AI and ML that makes it hard to...

• Report The Top Retail Technology Investments In 2020

  Retail And Brand Professionals Share Their Priorities For Tech-Driven Commerce Initiatives In The Coming Year

  May 11, 2020 | Brendan Witcher

  In January and February 2020, we interviewed more than 60 retail and brand professionals from over 50 companies to understand which technology initiatives they are investing in this year. This...