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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 Implement Effective Customer Service Metrics

    Benchmarks: The Contact Centers For Customer Service Playbook
    August 23, 2017 | Ian Jacobs, Kate Leggett

    Customer service managers can easily become distracted by the sheer volume of metrics available for tracking operational activities and fail to deliver on key business goals. To keep customer...

  • For Application Development & Delivery Professionals

    Report

    Report Vendor Landscape: Services Providers For US Government Salesforce Integration

    More US Government Clients Are Signing With Salesforce As A Path To Modernization, But Selecting The Right Services Partner Is Key
    August 21, 2017 | Liz Herbert, Rick Parrish

    The US government has received a clear message: Modernize now. Government agencies have allocated new funds for major technology refreshes, and Salesforce is garnering significant interest. But...

  • For Customer Insights Professionals

    Report

    Report Turn Data Into Insights With Customer Analytics

    Executive Overview: The Customer Analytics Playbook
    August 15, 2017 | Brandon Purcell

    The scale and diversity of customer data provide rich new sources of insight, letting firms engage with customers in new ways and enable the digital disruption of entire industries. Today's...

  • For CIO Professionals

    Report

    Report Four Technology Priorities For US Healthcare Providers

    Providers Must Close Gaps In Customer Insight And Engagement
    August 14, 2017 | Kate McCarthy

    Regulatory upheaval is ongoing, but it does not change the imperative for providers to deliver on their promise to improve the cost/quality paradigm as they shift to value-based care. As business...

  • For Infrastructure & Operations Professionals

    Report

    Report Atlassian Innovates Crisis Response With ChatOps

    An Automation And Human Collaboration Success Story
    August 8, 2017 | Dave Bartoletti, Elinor Klavens

    Technology outages are a fact of life, and no company can prevent them completely. Although most companies plan for failure, they typically focus on fast technology recovery only. Customer-obsessed...

  • For Application Development & Delivery Professionals

    Report

    Report CRM Success Hinges On Effective Change Management

    Continuous Improvement: The CRM Playbook
    August 4, 2017 | John Bruno, Kate Leggett

    There's too much at stake today to have a failed CRM initiative. CRM success depends on adoption, and failure results in underutilized investment and unmet business objectives that can put your...

  • For Application Development & Delivery Professionals

    Report

    Report Mitigate CRM Risks With Sound Deployment Practices

    Processes: The CRM Playbook
    August 4, 2017 | Kate Leggett

    To succeed in the age of the customer, application development and delivery (AD&D) professionals who support front-office business processes cannot afford failed technology projects. Customer...

  • For Application Development & Delivery Professionals

    Report

    Report Win Funding For Your Customer Service Project

    Business Case: The Contact Centers For Customer Service Playbook
    August 2, 2017 | Ian Jacobs, Kate Leggett

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

  • For Infrastructure & Operations Professionals

    Report

    Report ESM: Elevate Service Value Beyond The Technology Organization

    Enable Your Digital Business With This New Enterprise Platform
    August 2, 2017 | Charles Betz

    Enterprise service management (ESM) has become a leading trend in the crowded IT service management (ITSM) market. By expanding service thinking and the service app store as well as speeding up...

  • For Customer Experience Professionals

    Report

    Report Read My Lips: Clear Communication Can Mean Billions In Revenue

    Improving Customer Communications Creates An Easy And Engaging Customer Experience — And Drives Revenue
    July 31, 2017 | Faith Adams, Margaret Rodriguez

    How well your company communicates with your customers has a surprisingly large impact on your brand's overall customer experience. In turn, this outsized influence translates into a revenue impact...

  • For B2B Marketing Professionals

    Report

    Report Vendor Landscape: B2B Marketing Data Providers, Q3 2017

    July 26, 2017 | Steven Casey, Steven Wright

    Many B2B marketers believe that inaccurate and incomplete data is a hard fact of life that is too difficult and expensive to fix — even though it eats marketing ROI and eviscerates good customer...

  • For Application Development & Delivery Professionals

    Report

    Report The Forrester Wave™: Salesforce Implementation Partners, Q3 2017

    Dozens Of Salesforce Partners Know The Tech — But Few Have Proven Ability To Drive Digital Business In Salesforce Deployment
    July 24, 2017 | Liz Herbert

    Salesforce buyers have evolved from a seeking a cloud customer relationship management (CRM) tool to seeking a strategic platform for digital business. In our 35-criteria evaluation of Salesforce...

  • For Security & Risk Professionals

    Report

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

    Executive Overview: The Data Security And Privacy Playbook
    July 12, 2017 | Stephanie Balaouras

    Data is the lifeblood of today's digital businesses, and sophisticated cybercriminals are determined to steal it. Forrester's data security and privacy playbook shows S&R pros how to navigate the...

  • For B2C Marketing Professionals

    Report

    Report Making The Most Of Customer Data Onboarding

    If You Only Use Onboarding For Ad Targeting, You're Doing It Wrong
    July 12, 2017 | Joe Stanhope

    Customer data onboarding is a well-accepted marketing practice, and commercially available onboarding solutions have been available for several years. But as digital marketing becomes more complex,...

  • For Security & Risk Professionals

    Report

    Report Develop Identity And Access Management Metrics That Matter To The Business

    Performance Management: The Identity And Access Management Playbook
    July 7, 2017 | Andras Cser, Merritt Maxim

    Most security and risk (S&R) professionals struggle to ensure that identity and access management (IAM) remains a top business technology priority. S&R pros who succeed at nurturing their internal...

  • For B2C Marketing Professionals

    Report

    Report Consumer Data: Beyond First And Third Party

    Decoding The Value Of Four Consumer Data Types
    July 3, 2017 | Fatemeh Khatibloo

    Consumer data used to be pretty simple. There was first-party data you collected in the course of doing business, and there was third-party data from brokers and aggregators. But that was before...

  • For Application Development & Delivery Professionals

    Report

    Report The Top 10 Chatbots For Enterprise Customer Service

    June 29, 2017 | Ian Jacobs

    In Forrester's evaluation of the emerging market for chatbots in customer service, we identified the10 most significant providers — [24]7, Artificial Solutions, Creative Virtual, Inbenta,...

  • 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,...

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