customer relationship management (CRM)

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The Four Agreements That Enterprise Business Applications Must Adopt

Kate Leggett September 6, 2024
Enterprise business applications run all phases of a company’s operations such as sales, customer service, accounting, finance, human resources, inventory, and manufacturing. They streamline and coordinate work across the enterprise, supporting corporate goals of revenue, profitability, and cost optimization. As a result, the market for these applications continues to aggressively grow. Today’s business applications are […]
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Top CRM Trends To Follow As The Fall Conference Season Heats Up

Kate Leggett August 26, 2024
Learn five of the biggest trends in CRM to be watching before you head off to the big CRM conferences this fall.
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Salesforce Makes Moves Into The Back Office With A Strategic Workday Partnership

Kate Leggett July 25, 2024
Salesforce and Workday announced a strategic partnership to blend customer, financial, and employee data in a shared data foundation that negates the need to duplicate data or build custom integration. The result? Optimized employee and customer experiences that up-level business outcomes for joint Salesforce-Workday customers. The strategic objective? Salesforce extends its power into back-office workflows […]
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Frenemies Forever — The Tension Between CRM And CCaaS Vendors

Max Ball May 23, 2024
The two technologies are increasingly encroaching on each other’s spaces. It's up to the brands that deploy these solutions to decide what functionality to take from which vendor — which is not a simple task.
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Knowing When To Migrate To An Industry CRM

Kate Leggett April 26, 2024
Industry CRMs are highly verticalized solutions. Despite their value, companies are slow to adopt them. Learn why you should consider them.
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AI Will Transform Customer Service Interactions As A Collaborative Partner

Kate Leggett April 1, 2024
Enterprise customer service solutions support customers over a breadth of channels and manage inquiries to SLAs. Embedded AI will make agents more productive and effective.
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The Forrester Wave™: Customer Service Solutions, Q1 2024 — Key Learnings

Kate Leggett March 13, 2024
Great customer service sets companies apart, and you leave money on the table if you don’t meet your customers’ expectations of engagement. Business and IT leaders understand the economics of great customer service, and Forrester data shows that over 70% of enterprises invest in modern solutions. They enable organizations to serve and retain customers and […]
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Push Forward To Become An Intelligent Enterprise That Delivers Real Business Value

Kate Leggett March 13, 2024
Learn the four biggest challenges enterprise business applications can mitigate to fast-path your intelligent enterprise technology strategy.
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How GenAI Will Reshape CRM’s Value

Kate Leggett October 6, 2023
GenAI in CRM will make your front office more productive, help deliver better customer experiences, and unlock new revenue opportunities. Learn more in this post.
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It’s Not You, It’s Me: What It Really Means When Budget Is The Reason For The Breakup

Shari Srebnick September 5, 2023
Despite what customers may tell you, budget is often not the real reason why they’ve decided not to renew.
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Salesforce To Raise Prices An Average Of 9% Next Month

Liz Herbert July 11, 2023
Salesforce announced today that it will be increasing pricing an average of 9% starting in August. The pricing affects the Sales, Service, and Marketing Clouds as well as Industries (e.g., Financial Services Cloud) and Tableau. Much of its current (pre-increase) pricing can be found on its website (e.g., Sales Cloud pricing). The new pricing will […]
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Introducing The Financial Services CRM Landscape, Q2 2023

Kate Leggett June 14, 2023
Industry CRM is a clear choice in economic downturns for companies that are looking to get sustainable value from their tech investments. Our data at Forrester backs this up: Industry solutions grow at a compounded annual growth rate of 13.9%, a rate faster than horizontal customer experience tech. At Forrester, we see financial services firms […]
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How To Reduce Tech Debt In Your CRM Operations

Kate Leggett May 3, 2023
Uncover how to reduce tech debt in your CRM operations by understanding your CRM footprint, the CRM vendor landscape, and mapping a strategy to business outcomes.
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Industry CRM Is A Clear Choice In Economic Downturns

Kate Leggett May 1, 2023
Companies must make decisions to modernize while navigating a challenging economic climate. They must balance the need for speed and agility against cost pressures. They must balance the need to better serve customers against pressures to reduce headcount. Forrester sees more companies turning to industry CRM to help manage these journeys. Our data backs this […]
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Invest In A Cross-Channel Marketing Hub To Elevate Your Campaign Strategy

Rusty Warner March 21, 2023
Empowered customers expect seamless cross-channel experiences. B2C marketers must understand customers and create value exchanges in their individual moments of need. That’s a tough job if your martech ecosystem is overly complex or badly integrated — or both. A cross-channel marketing hub (CCMH) can help marketers overcome data and channel integration complexity to consistently engage […]
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Forrester Focuses The Lens On Industry-Specific CRM Solutions

Kate Leggett December 22, 2022
Enterprises are rapidly adopting industry-specific CRM. They are leaning into the promises to speed transitions to the cloud, to modernize the front office, and to enable enterprises to focus talent on creating brand differentiation. According to data and analytics decision-makers at enterprises from Forrester’s Data And Analytics Survey, 2022, the business priorities most frequently identified […]
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We Have Liftoff! Effective Customer Onboarding Is The Launchpad To Customer Value

Shari Srebnick December 13, 2022
Customer onboarding is critical for successful adoption, revenue retention, and growth.
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Unlock Loyalty Throughout The Customer Lifecycle

Mary Pilecki November 17, 2022
Loyalty marketers, the scope of your job just expanded. And before you panic, it’s a good thing. Loyalty marketers have conventionally focused their efforts on customers post-purchase: increasing customer retention, enrichment, and advocacy. But brands and customers alike have faced unprecedented challenges over the last few years, including a pandemic, supply chain issues, and social […]
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Poor Change Management Kills CRM Success — Here Is How To Get It Right

Kate Leggett October 3, 2022
Ready to give up on your CRM deployment? Before you do, you should know: CRM is a huge market. It is valued at $63.91 billion today and projected to grow to $145.79 billion by 2029, at a CAGR of 12.5%. Eighty-two percent of enterprises use CRM. Yet when I surveyed hundreds of business and IT […]
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Clean Up Your Martech And Loyalty Tech Ecosystem

Mary Pilecki October 3, 2022
We all know that there is a big difference between working hard and working smart. And specifically for marketers, the status quo often makes working smart impossible — functional silos inhibit internal efficiencies and negatively impact the overall customer experience. Some of today’s biggest marketing silos are technology-based — different platforms for different functions. Let’s […]
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