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  • Customer Relationship Management (CRM)

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The CRM Playbook For 2018

Transform Customer Processes And Systems To Improve Experiences

The age of the customer means that a focus on the customer now matters more than any other strategic imperative. Forrester's CRM playbook outlines four steps that application development and...

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  • For Customer Insights Professionals

    Report

    Report It's Time To Raise The Bar With Analytics

    Assessment: The Customer Analytics Playbook
    January 19, 2018 | Brandon Purcell

    Customer analytics powers customer obsession by helping insights-driven businesses understand their customers and drive growth. While advanced statistical techniques form the backbone of customer...

  • For Application Development & Delivery Professionals

    Report

    Report Unlock The Hidden Value Of Chatbots For Your Customer Service Strategy

    Go Beyond Just Cost Reduction
    January 19, 2018 | Daniel Hong, Ian Jacobs

    Chatbots have strong appeal as firms bring mass personalization to customers. Cost savings are the best-known benefit, but less-well-known benefits include insights from unstructured data, cost...

  • For Application Development & Delivery Professionals

    Report

    Report Five Key CRM Trends For 2018 That Shape How Companies Drive Relationship And Revenue

    Vision: The CRM Playbook
    January 16, 2018 | Kate Leggett

    In the age of the customer, good customer experiences are the only sources of competitive differentiation. CRM has the potential to transform customer relationships, but companies have only started...

  • For Enterprise Architecture Professionals

    Report

    Report Personalized, Fast Data Delivers Business Outcomes Your CEO Cares About

    Vision: The Data Management Playbook
    January 16, 2018 | Michele Goetz

    As investment in data and analytics has grown, satisfaction in analytic capabilities has decreased and dissatisfaction has increased. The crux of the situation is that data management can't start...

  • For CIO Professionals

    Report

    Report Digital Insights Are The New Currency Of Business

    Beginner Level: Technology Practices For Insights-Driven Businesses
    January 12, 2018 | Brian Hopkins, Ted Schadler

    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...

  • For CIO Professionals

    Report

    Report Four Essential Steps To Transform To An Insights-Driven Business

    The Strategy Report In The Insights-Driven Business Playbook
    January 11, 2018 | Cinny Little

    Insights driven is not just new terminology for big data; it's an operational transformation that firms must pivot to now or risk losing out to competitors old and new. Enterprise-level...

  • For B2B Marketing Professionals

    Report

    Report The Forrester Tech Tide™: Channel Software, Q1 2018

    Eight Technology Categories Automate Indirect Channel Programs
    January 10, 2018 | Jay McBain

    Channel software is increasingly critical to firms' ability to win, retain, and serve their customers. To accelerate performance of partnerships and alliances, B2B marketers need to automate...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Accelerate Your Digital Insurance Strategy With Six Emerging Technology Building Blocks

    Tools And Technology: The Digital Insurance Strategy Playbook
    January 5, 2018 | Ellen Carney

    Digital technology is transforming insurance. Hundreds of disruptive early-stage insurers and insurtech startups are roiling up the status quo, powered by emerging and sometimes overhyped...

  • For Application Development & Delivery Professionals

    Report

    Report Developing Tomorrow's Digital Experiences

    Vision: The Mobile App Development Playbook
    December 22, 2017 | Julie A. Ask, Michael Facemire

    Digital channels are more amorphous and fragmented than ever. However, they share a common core: mobile. Mobile will emerge as the central choreographer in this broader, connected ecosystem....

  • For Application Development & Delivery Professionals

    Report

    Report The Forrester Wave™: Microsoft Dynamics 365 Services, Q4 2017

    The 13 Providers That Matter Most And How They Stack Up
    December 20, 2017 | Ashutosh Sharma, Somak Roy

    Buyers of Microsoft Dynamics 365 are increasingly enterprises. Our 30-criteria evaluation of Microsoft Dynamics 365 service providers identified the 13 most significant ones — Avanade, DXC...

  • For B2C Marketing Professionals

    Report

    Report The Future Of Social Intelligence Is In The Enterprise, Not Marketing

    Social Listening Platforms Flourish When They're No Longer An Island
    December 15, 2017 | Jessica Liu

    Forrester has long argued that companies mustn't silo social listening data within marketing, customer insights, or PR and communications teams. Now, B2C marketers must realize the next stage in...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Evolve Now To Personalization 2.0: Individualization

    Your Customers Expect And Will Reward You For Personally Relevant, Value-Added, Individualized Experiences
    December 5, 2017 | Brendan Witcher

    To meet customer expectations of rich, relevant experiences, digital business professionals must help their firms evolve their personalization strategy from segmentation to individualization. The...

  • For B2B Marketing Professionals

    Report

    Report Forrester Data Global Business Technographics® Mobility Survey, 2017: Overview

    A Business Technographics Presentation
    December 4, 2017 | Tania Somani, Tyler McDaniel

    This report is our overview of global decision makers’ mobile priorities, adoption rates, drivers, and challenges based on the Forrester Data Global Business Technographics® Mobility Survey, 2017....

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Envisioning The Future Of Omnichannel Commerce

    Vision: The Omnichannel Commerce Playbook
    December 1, 2017 | Brendan Witcher

    Omnichannel is not a new concept, but B2C, B2B, and even B2B2C companies still struggle to grasp the evolution they need to transform from multichannel to omnichannel. The full spectrum of...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Next-Gen Tools Will Drive Your Digital Transformation In Sales

    Innovative Interfaces And Engagement Technologies Usher In A New Era In B2B Sales
    November 27, 2017 | John Bruno

    Every successful company in history has excelled at selling its product or service, but over time, differentiation has moved from the offering to the experience. Companies can no longer afford to...

  • For Customer Experience Professionals

    Report

    Report The Best And Worst Of Customer Service Via Facebook Messenger

    A Forrester Digital UX Review
    November 15, 2017 | Laura Naparstek, Andrew Hogan, Ian Jacobs

    As a CX professional, you need to know which companies are enabling customer service effectively via Facebook Messenger and how. Why? Because the practice is spreading, so your executives are bound...

  • For Application Development & Delivery Professionals

    Report

    Report Predictions 2018: Blended AI Will Disrupt Your Customer Service And Sales Strategy

    Prepare For Dips In Customer Satisfaction And Service Levels
    November 9, 2017 | Daniel Hong, Nick Barber, Ian Jacobs

    Artificial intelligence. All the craze. Application development and delivery (AD&D) professionals are on the frontline in learning how to use AI in customer service and sales. Whether that's...

  • For B2C Marketing Professionals

    Report

    Report Predictions 2018: Data Drives Media Disruption

    Who Has Data, And How The Way They Use It Will Determine Success

    The one constant in media since the first display ad ran in 1994 has been change, and 2018 will be no exception. Data — access to it and the collection and use of it — will offer some B2C...

  • For Application Development & Delivery Professionals

    Report

    Report Predictions 2018: New Technologies Propel Software Development

    Serverless, Low-Code, And Natural Interfaces Emerge To Complement Agile And DevOps Adoption

    Every company is in the software business. Fast, iterative delivery of high-quality software means better customer engagement and higher satisfaction. Software development leaders face new...

  • For Application Development & Delivery Professionals

    Report

    Report Refine The Source Of Truth In Your Contact Center To Improve Performance

    Performance Management: The Contact Centers For Customer Service Playbook
    October 30, 2017 | Art Schoeller

    To quote Yogi Berra, "If you don't know where you are going, you'll end up someplace else." Contact centers don't lack for performance data, especially now that many capture extensive customer...

  • For Application Development & Delivery Professionals

    Report

    Report Plan For Success In Conversational Computing

    Moving From Simple Chatbots To Valuable Conversational Apps
    October 26, 2017 | Rob Koplowitz, Andrew Hogan

    Conversational computing is moving from extensive experimentation largely driven by application developers to solutions that provide real and differentiated business value. It's early days, and...

  • For Customer Insights Professionals

    Report

    Report Forrester Data: Smart Home Devices Forecast, 2017 To 2022 (US)

    ForecastView Document
    October 23, 2017 | Satish Meena, Frank E. Gillett

    We expect the smart home devices installed base in the US to grow at a five-year compound annual growth rate (CAGR) of 42%, powered by the smart speakers category. We break up this forecast into 12...

  • For Customer Experience Professionals

    Report

    Report Humanize Your Conversational Bot

    Use Bot Personality And Engage Better To Connect With Humans
    October 19, 2017 | Amit Bhatia

    While conversational bots are multiplying and organizations of all sizes are jumping on the chatbot bandwagon, tech-obsessed firms are missing a key piece of the puzzle. The success of conversation...

  • For Application Development & Delivery Professionals

    Report

    Report Vendor Landscape: Digital Experience Portals

    Ding-Dong! The Salesman's Dead — Long Live Self-Service
    October 13, 2017 | Mark Grannan

    Portal scenarios are critical to delivering secure web and mobile experiences on top of back-end and transaction systems of record. They must be part of your modern digital experience (DX) platform...

  • For Customer Insights Professionals

    Report

    Report Vendor Landscape: The Consumer Data Ecosystem's Service Providers

    Partners To Leverage For First-, Second-, Third-, And Zero-Party Data Optimization
    October 10, 2017 | Fatemeh Khatibloo

    The consumer insights (CI) ecosystem used to be simple — comprised mostly of agencies, data brokers, and database providers. But today's marketer relies on a multitude of data providers, partners,...

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