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The Customer Analytics Playbook For 2019

Turn Data Into Insights With Customer Analytics

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

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

    Vision: The Data Management Playbook
    November 19, 2019 | 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...

  • Report Research Overview: Customer Analytics Technologies And Services

    Tools And Technology: The Customer Analytics Playbook
    November 12, 2019 | Brandon Purcell

    Customer analytics is a key part of powering an insights-driven business. To derive insights and take effective actions, customer insights (CI) leaders must partner with both technology and service...

  • Report Predictions 2020: Healthcare

    Election-Year Rhetoric, Regulatory Uncertainty, And Virtual Care Will Shape The Year Ahead For Healthcare Organizations

    2020 will bring legislative turmoil as the Affordable Care Act (ACA) returns to the US Supreme Court and election-year rhetoric thrusts Medicare for All and healthcare job growth onto center stage....

  • Report The State Of Customer Analytics 2019

    Landscape: The Customer Analytics Playbook
    November 5, 2019 | Brandon Purcell, Emily Miller

    In this report, we give customer insights (CI) pros key benchmarks to plan their customer analytics capability. Compared with our 2018 benchmarks, we see firms adopting more analytical techniques...

  • Report Cast A Wide Behavioral Data Net To Fuel AI-Powered B2B Marketing

    Pay More Attention To What Your Prospects Do Than What They Say
    October 25, 2019 | Steven Casey

    B2B marketing's AI-powered future is closer than you think. In just a few years, AI has progressed from a promising enabling technology found in a few B2B applications to a staple of modern...

  • Report Make Customer Lifetime Value Your Polaris For Long-Term Growth

    This Customer-Obsessed Metric Brightens The Path To Profitability
    September 26, 2019 | Brandon Purcell, Allison Snow

    Customer lifetime value (CLV) — isn't new, but it's gaining traction as customer insights (CI) professionals seek to maximize efficiency, demonstrate economic value, and leverage advances in data...

  • Report How To Calculate Customer Lifetime Value For Your Business

    Choose Your Own CLV Adventure From Four Different Approaches
    September 26, 2019 | Brandon Purcell, Allison Snow

    Customer lifetime value (CLV) is a crucial metric for companies because it allows them to predict the future profitability of their customers, yet firms struggle to calculate it. This report...

  • Report Marketing Insights Are The Engine For Customer Obsession

    Intermediate Level: Insights Practices For Marketing Innovation
    September 13, 2019 | Mary Pilecki

    Many marketing organizations have established an insights practice to leverage marketing and customer data for insights that will help their decision making. Once "insights" has become a common...

  • Report Gauge Your Customer Analytics Maturity

    Assessment: The Customer Analytics Playbook
    September 6, 2019 | Brandon Purcell, Emily Miller

    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...

  • Report Gauge Your CRM Maturity

    Assessment: The CRM Playbook
    August 30, 2019 | Kate Leggett

    An explosion of channels, new technologies like artificial intelligence, and demanding consumers challenge organizations to reshape the way that they target, acquire, retain, understand, and...

  • Report How To Choose The Right CX Beacon Metric

    Use Our 13-Criterion Tool To Determine Whether NPS, Satisfaction, Or Another KPI Should Be Your Organization's Top-Level CX Metric
    August 29, 2019 | Maxie Schmidt-Subramanian

    Firms need a customer experience (CX) beacon metric to measure the overall success of their CX efforts, rally employees behind CX as a priority, and build a CX measurement architecture. But CX...

  • Report Research Overview: Text Analytics Technology

    A Guide To General-Purpose And Domain-Specific Platforms For Text Analytics
    July 18, 2019 | Boris Evelson

    To become an insights-driven business, organizations must strive to turn all data at their disposal into actionable insights. This is especially challenging when both structured and unstructured...

  • Report Now Tech: Location Intelligence Technologies, Q3 2019

    Forrester's Overview Of 34 Location Intelligence Technology Providers
    July 18, 2019 | James McCormick, Emily Miller

    You can use location intelligence technology to make sense of big spatial and customer location data; democratize advanced spatial insights; and scale intelligent business decisions, actions, and...

  • Report The Forrester Wave™: Customer Analytics Service Providers, Q2 2019

    The 12 Providers That Matter Most And How They Stack Up
    May 30, 2019 | Brandon Purcell

    In our 33-criterion evaluation of customer analytics service providers, we identified the 12 most significant ones — Allant Group, Clarity Insights, CSS Corp, EXL Service, Fractal Analytics,...

  • Report The Four Essential Steps To Transform Into An Insights-Driven Business

    The Strategy Report In The Insights-Driven Business Playbook
    May 14, 2019 | Cinny Little

    Being 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. But enterprise-level...

  • Report The State Of The Digital Store

    Landscape: The Digital Store Playbook
    May 9, 2019 | Sucharita Kodali, Claudia Tajima

    The face of retail continues to change. In-store digital testing and learning is well underway, and digital business leaders have the technical know-how and an increasingly cross-functional view to...

  • Report Your Go-To Portfolio Of B2B And B2B2C Insights And Analytics Methods

    Compete And Thrive With A Full Suite Of Analytical Techniques
    May 3, 2019 | Allison Snow

    B2B and B2B2C firms have varying levels of sophistication and investment in analytics — and employ analytics for a variety of use cases. Firms that have concentrated analytics power (talent,...

  • Report Score Big With Fanalytics

    How Advanced Customer Analytics Drives Better Fan Engagement In Sports
    April 26, 2019 | Brandon Purcell, Emily Miller

    Like in many other industries, harnessing data and technology in the pro sports world is now an imperative. Sports industry pros use technologies like AI and machine learning for customer analytics...

  • Report Use Your Contact Center To Deliver Great Banking Customer Experiences

    Great Customer Service Does Not Happen By Chance
    April 4, 2019 | Aurelie L'Hostis

    We surveyed and interviewed executives at retail banks to understand the state of contact centers and customer service in retail banking. This report examines the findings from our survey and...

  • Report Come Together (Right Now) To Deliver The Next Best Experience

    Vision: The Customer Analytics Playbook
    April 3, 2019 | Brandon Purcell

    We're living in the age of the customer, so it's understandable that many companies are striving — and claiming — to be customer obsessed. Yet many still fall short of creating superior customer...

  • Report The Forrester Wave™: B2B Customer Analytics, Q1 2019

    The Six Providers That Matter Most And How They Stack Up
    March 11, 2019 | Allison Snow

    In our 35-criterion evaluation of B2B customer analytics providers, we identified the six most significant ones — 6sense; CaliberMind; Datorama, a Salesforce company; Lattice Engines; Mintigo; and...

  • Report Determine Your Data's Worth: Data Plus Use Equals Value

    Intermediate Level: Strategy Practices For Insights-Driven Businesses
    February 5, 2019 | Jennifer Belissent, Ph.D.

    As the data economy heats up, the fear of being left behind leaves company execs in a cold sweat. Board members ask about data commercialization strategies, and the question that is top of mind for...

  • Report Turn Data Into Insights With Customer Analytics

    Executive Overview: The Customer Analytics Playbook
    February 1, 2019 | Brandon Purcell, Emily Miller

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

  • Report How Analytics Drives Customer Life-Cycle Management

    February 1, 2019 | Brandon Purcell

    With the growing importance of customer insights (CI) in organizations, the role of analytics to extract insight and embed it back into organizational processes is at the forefront of business...

  • Report The State Of Insights-Driven Business Maturity, 2019

    Benchmarks: The Insights-Driven Business Playbook
    January 31, 2019 | James McCormick

    In previous reports in this playbook, we identified insights-driven businesses, how they are different, and why they succeed. The next step for CIOs is to understand the overall maturity of their...

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