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  • Customer Relationship Management (CRM)

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The CRM Playbook For 2017

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 Application Development & Delivery Professionals

    Report

    Report The Forrester Wave™: Customer Service Solutions For Midsize Teams, Q2 2017

    Rapid Time-To-Value Fuels Differentiation In Customer Service Solutions
    June 28, 2017 | Ian Jacobs, Kate Leggett

    In our 34-criteria evaluation of customer service solution vendors for small and midsize teams, we identified the 10 most significant ones — Astute Solutions, bpm'online, eGain, Freshdesk,...

  • For Application Development & Delivery Professionals

    Report

    Report The Forrester Wave™: Customer Service Solutions For Enterprise Organizations, Q2 2017

    Intelligence And Omnichannel Engagement Are Fueling Adoption Of Customer Service Solutions
    June 28, 2017 | Kate Leggett, Ian Jacobs

    In our 35-criteria evaluation of customer service solution vendors for enterprise organizations, we identified the nine most significant ones — eGain, Microsoft, Oracle, Pegasystems, Salesforce,...

  • For Application Development & Delivery Professionals

    Report

    Report The Forrester Wave™: Sales Force Automation Solutions, Q2 2017

    June 27, 2017 | John Bruno

    In our 35-criteria evaluation of sales force automation (SFA) providers, we identified the 10 most significant ones — bpm'online, CRMNEXT, Infor, Microsoft, NetSuite, Oracle, Pegasystems,...

  • For Infrastructure & Operations Professionals

    Report

    Report TechRadar™: Automation Technologies, Robotics, And AI In The Workforce, Q2 2017

    As Physical And Software Robots Rise, You Need A Long-Term Strategic Plan For Your Workforce
    June 26, 2017 | J. P. Gownder

    Automation technologies — physical robots, software and artificial intelligence (AI), and customer self-service solutions — are reshaping the workplace and the way your business engages with its...

  • For Application Development & Delivery Professionals

    Report

    Report How AI Will Transform Customer Service

    The Present And Future Of Artificial Intelligence In Contact Centers
    June 16, 2017 | Kate Leggett

    Artificial intelligence (AI) helps customer service agents complete repetitive, predictable tasks — or takes them over. Instead of replacing agents, AI will enhance their skills and allow them to...

  • For CIO Professionals

    Report

    Report Evaluate Infor's Role In Your BT Strategy

    Infor's Revamped Portfolio Of Sector-Specific Software Could Be The Right Alternative To Megavendors For Certain Operational Needs
    June 9, 2017 | Somak Roy

    The oligopolistic nature of the market for business applications limits CIOs' choices. An alternative has emerged in the form of the resurgent Infor, whose industry-specific proposition contrasts...

  • For Application Development & Delivery Professionals

    Report

    Report Map The Way To Your CRM Business Outcomes

    Road Map: The CRM Playbook
    June 8, 2017 | Kate Leggett

    When application development and delivery (AD&D) professionals create a CRM road map, they need to evaluate alternative CRM tactics, leverage synergies between initiatives, slot each new initiative...

  • For CIO Professionals

    Report

    Report Data Commercialization: A CIO's Guide To Taking Data To Market

    The Data Economy Will Transform The CIO Role
    June 7, 2017 | Jennifer Belissent, Ph.D.

    Digital transformation fuels a thriving data economy. As companies have embraced all things digital, many have put their data to work internally to improve operational efficiency, service delivery,...

  • For B2C Marketing Professionals

    Report

    Report The Forrester Wave™: Data Management Platforms, Q2 2017

    Marketers Have A Choice: Stay Tactical Or Think Long Term
    June 1, 2017 | Susan Bidel, Samantha Merlivat

    In our 35-criteria evaluation of data management platforms (DMPs), we identified the 11 most significant ones — The ADEX, Adform, Adobe, KBM Group, Lotame, MediaMath, Neustar, Nielsen, Oracle,...

  • For Application Development & Delivery Professionals

    Report

    Report Amazon Connect: Not Yet Ready For Prime Time

    Take A Wait-And-See Approach Before Choosing Amazon's New Cloud Contact Center Offering
    May 31, 2017 | Kate Leggett, Art Schoeller

    Amazon aims to disrupt the contact center industry with Amazon Connect — a cloud-based addition to the company's growing product portfolio that runs on Amazon Web Services (AWS). It attempts to...

  • For Application Development & Delivery Professionals

    Report

    Report Four Trends Are Shaping CRM Adoption In Indian Financial Services

    Prioritize Customer Experience When Selecting A CRM Solution
    May 23, 2017 | Somak Roy

    Indian financial services firms are overhauling their existing CRM systems, which were typically built for an earlier era. In the age of the customer, banks and insurance firms need a CRM portfolio...

  • For Customer Experience Professionals

    Report

    Report Rethink Customer Service To Build Emotional Engagement

    Strategies For Building Customer Loyalty With Empathy And Human Interactions
    May 22, 2017 | Riccardo Pasto

    Service organizations aiming only to appeal to the rational side of customers' needs will have an increasingly difficult time maintaining loyalty. Companies with a reputation for great service...

  • For Enterprise Architecture Professionals

    Report

    Report The Future Of CCM: Communications-As-A-Service

    Enterprise Cloud Environments Will Orchestrate Diverse Communications Services
    May 10, 2017 | Craig Le Clair

    Customer communication has increased in volume, speed, and personalization and is now delivered from a variety of platforms and applications. Coordination of outbound communications with customers...

  • For Application Development & Delivery Professionals

    Report

    Report Visual Engagement Drives Relationships And Revenue For Customer Service

    Use Video To Elevate Your Customer Service Experience
    May 5, 2017 | Nick Barber, Kate Leggett

    Companies increasingly leverage visual engagement — video, cobrowsing, screen sharing, and annotations — to cut through the customer conversation clutter, to be better understood, and to connect...

  • For Application Development & Delivery Professionals

    Report

    Report Define Your CRM Plan

    Strategic Plan: The CRM Playbook
    May 5, 2017 | Kate Leggett, John Bruno

    To avoid wasting time and effort on ill-conceived customer relationship management (CRM) initiatives, you should keep a laser focus on creating business value. Sound planning for CRM requires...

  • For Application Development & Delivery Professionals

    Report

    Report Stop Buying End-To-End CRM

    Evaluate CRM As An Ecosystem Instead
    May 3, 2017 | John Bruno, Kate Leggett

    Companies rely heavily on mature CRM suites to provide operational efficiencies as sales, marketing, and customer service organizations interact with customers. But with companies placing greater...

  • For Application Development & Delivery Professionals

    Report

    Report Transform The Contact Center For Customer Service Excellence

    Executive Overview: The Contact Centers For Customer Service Playbook
    May 1, 2017 | Kate Leggett

    Customers increasingly demand effortless customer service. Customer service executives face the constant challenge of simultaneously meeting customer expectations and business cost goals....

  • For Infrastructure & Operations Professionals

    Report

    Report Be Aware Of These Sourcing Trends For Managed Services And Cloud

    April 19, 2017 | Bill Martorelli

    As the nature of sourcing demand and delivery continues to evolve, infrastructure and operations (I&O) professionals will witness the impact of service delivery automation, which has been...

  • For Application Development & Delivery Professionals

    Report

    Report Drive Revenue, Please Customers By Connecting Customer Journeys

    Use Contextual Data To Repair Broken Journeys Between Self-Service And Contact Center Agents
    April 19, 2017 | Art Schoeller

    In the old fairy tale of Hansel and Gretel, the protagonists used bread crumbs to mark their trail home, but animals quickly ate them, leaving the pair lost in the wilderness. Customers who hop...

  • For Customer Insights Professionals

    Report

    Report Mobile World Congress Misses An Opportunity To Promote The Data Economy

    But Smart Cities Award Winners Show What's Possible
    April 11, 2017 | Jennifer Belissent, Ph.D.

    This year's Mobile World Congress (MWC) once again broke attendance records — expanding well beyond its telecom origins and evolving into a consumer- and business-oriented digital transformation...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Chatbot Commerce Benchmark

    Use Forrester's POST Methodology To Make Smart Conversational Interface Technology Choices
    April 10, 2017 | Julie A. Ask, Andrew Hogan

    Very few Fortune 500 companies are represented in more than 34,000 chatbots that are reportedly live on Facebook Messenger. As of December 31, 2016, only 13 of the 128 Fortune 500 firms we...

  • For Application Development & Delivery Professionals

    Report

    Report TechRadar™: Customer Service Intelligence, Q2 2017

    The State Of Intelligence In Customer Service, Now And In 2025
    April 7, 2017 | Kate Leggett, Rowan Curran

    Good service, whether it's to answer a customer's question prior to purchase or help a customer resolve an issue post-purchase, should capture the fundamentals of a great experience: ease,...

  • For Application Development & Delivery Professionals

    Report

    Report Five Ways To Cut The Risk Of Going All In With A Salesforce Customer Platform

    Salesforce Is Now A Major Platform For Digital Business — Don't Let Complexity Cut Its Value
    April 3, 2017 | John R. Rymer, Liz Herbert

    Salesforce is the most prominent choice for enterprises seeking a single platform for all things customer. The growing number of enterprises signing up to go all in with Salesforce as their...

  • For eBusiness & Channel Strategy Professionals

    Report

    Report Death Of A (B2B) Salesman: Two Years Later

    Vision: The B2B eCommerce Playbook
    March 29, 2017 | Andy Hoar

    Two years after forecasting that 1 million B2B salespeople would be displaced by 2020, Forrester sees B2B buyers both accelerating their shift to self-serve and demanding higher-quality...

  • For Enterprise Architecture Professionals

    Report

    Report Enhance Your Data Governance To Meet New Privacy Mandates

    The EU's GDPR Will Require Firms To Be More Transparent With Their Customers' Data
    March 28, 2017 | Henry Peyret

    Data governance traditionally addresses privacy simply by classifying data for masking or anonymization. But the EU's General Data Protection Regulation (GDPR) will change that. It introduces new...

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