Kate Leggett

Principal Analyst serving Application Development & Delivery PROFESSIONALS

Kate serves Application Development & Delivery Professionals. She is a leading expert on customer service strategies. Her research focuses on helping organizations establish and validate customer service strategies, prioritize and focus customer service projects, facilitate customer service vendor selection, and plan for project success.

Previous Work Experience

Kate has extensive industry experience, with more than 10 years of leadership at customer service software companies, where she held senior product marketing and product management roles. She is also a published author on customer service trends and best practices.


Education

Kate earned a Bachelor of Science from the University of Toronto and a Master of Science from the University of Pennsylvania.

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35 results in Everything

  • Marketing Methods
  • Past 18 months
  • Customer Insights
  • For Customer Insights Professionals

    Report:Drive Smarter Customer Loyalty With Customer Intelligence

    Executive Overview: The Customer Loyalty Playbook

    Customer loyalty is a hot topic. Companies look to loyalty programs to enhance customer knowledge and drive customer retention, revenue, and engagement. But, while they see the potential of loyalty...

    • Downloads: 518
    • Rating:
  • For Customer Insights Professionals

    Report:The Customer Loyalty Ecosystem

    Tools And Technology: The Customer Loyalty Playbook

    Customer loyalty is top of mind for most marketers, but with so many vendors claiming to drive explicit or implicit loyalty, it's often difficult to identify a solution that best fits marketers'...

    • Downloads: 1933
  • For Customer Insights Professionals

    Report:Tackle Behavioral Targeting To Modernize Customer Interactions

    Benchmarks: The Cross-Channel Campaign Management Playbook

    For the recent Forrester Wave™ evaluation of cross-channel campaign management (CCCM), we surveyed 130 customers about their vendors. We found that users were generally satisfied with the...

    • Downloads: 632
    • Rating:
  • For Customer Insights Professionals

    Charts & Figures:A Wide Range Of Channels Is Used For Cross-Channel Attribution Strategies

    Benchmarking: Measure Marketing Performance

  • For Customer Insights Professionals

    Report:The Evolution Of The Customer Engagement Agency

    As the demand for customer intelligence (CI) from business stakeholders grows and more organizations increase their CI maturity, organizations' marketing agency needs have also changed. A few...

    • Downloads: 504
    • Rating:
  • For Customer Insights Professionals

    Report:Organizing For Intelligent Loyalty

    Organization: The Customer Loyalty Playbook

    This report outlines the organization process of Forrester's solution for customer intelligence executives working on driving customer loyalty. It is designed to help firms use stakeholder mapping to...

    • Downloads: 243
  • For Customer Insights Professionals

    Report:Examining The Member Interactions Of Five Major Loyalty Programs

    Programs Fall Short Across All Evaluation Criteria

    Forrester applied its new Customer Loyalty Program Review methodology to five popular loyalty programs from the retail, travel, and financial services industries. The results of the evaluation...

    • Downloads: 583
  • For Customer Insights Professionals

    Report:Base Your Plan For Intelligent Loyalty On Maturity

    Strategic Plan: The Customer Loyalty Playbook

    Loyalty programs that attempt to implement a cookie-cutter strategy and ignore customer insights typically struggle and usually lack meaningful results. Organizations seeking to build a program that...

    • Downloads: 146
  • For Customer Insights Professionals

    Report:Intelligence-Driven Loyalty

    Vision: The Customer Loyalty Playbook

    This report outlines the vision of Forrester's solution for customer intelligence executives working on driving customer loyalty. Many loyalty programs fail because they focus too heavily on...

    • Downloads: 1376
    • Rating:
  • For Customer Insights Professionals

    Report:TechRadar™ For Customer Intelligence Professionals: Customer Loyalty Programs, Q1 2013

    Business Case: The Customer Loyalty Playbook

    Loyalty technologies play a central role in the execution and differentiation of customer loyalty programs and, more specifically, in driving consumer participation in a program across channels...

    • Downloads: 365
    • Rating:
  • For Customer Insights Professionals

    Report:Forrester's Customer Loyalty Program Review Scorecard

    Forrester's Customer Loyalty Program Review Scorecard evaluates internal loyalty program business processes and member experiences with a given program. The business process review evaluates a...

    • Downloads: 115
  • For Customer Insights Professionals

    Report:Move Beyond Campaigns To Tap Hidden Customer Potential

    Cross-channel campaign management (CCCM) tools are the heart of the enterprise marketing platform, yet campaigns are too rigid and too rooted in batch-based techniques to allow firms to achieve...

    • Downloads: 84
  • For Customer Insights Professionals

    Report:Enable Loyalty Program Success With Sound Processes

    Processes: The Customer Loyalty Playbook

    Loyalty programs promise to increase retention and satisfaction, but they often fall short of delivering results because they lack an innovative strategy to set them apart from the competition. This...

    • Downloads: 869
    • Rating:
  • For Customer Insights Professionals

    Report:Should You Engage In A Customer Intelligence Safe Haven?

    Why Marketers Must Create Partnerships To Succeed In The Future

    The notion of a "safe haven" in customer intelligence (CI) isn't new; for years, direct marketers and catalogers have relied on cooperatives for their customer acquisition needs. But in the digital...

    • Downloads: 234
  • For Customer Insights Professionals

    The Customer Loyalty Playbook

    Drive Smarter Customer Loyalty With Customer Intelligence

    Customer loyalty is a hot topic. Companies look to loyalty programs to enhance customer knowledge and drive customer retention, revenue, and engagement. But, while they see the potential of loyalty...

    • For Customer Insights Professionals

      Report:The Forrester Wave™: Loyalty Program Service Providers, Q1 2012

      Epsilon And Kobie Marketing Lead, With Brierley+Partners And Aimia Close Behind

      Companies turn to loyalty program service providers for support across the loyalty value chain — from program strategy, technology, and program management to creative, fulfillment, and...

      • Downloads: 845
      • Rating:
    • For Customer Insights Professionals

      Report:Evaluate And Evolve Your Loyalty Program's Intelligence Quotient

      Assessment: The Customer Loyalty Playbook

      Successful intelligence-driven loyalty involves five major components: strategy, data, customer intelligence, offer management, and measurement. This report outlines Forrester's assessment process...

      • Downloads: 872
      • Rating:
    • For Customer Insights Professionals

      Report:Case Study: SCENE Uses Customer Insights To Deliver Value To Loyalty Customers

      This report provides a case study supporting Forrester's best practices for customer intelligence professionals working to drive customer loyalty. Forrester identifies four crucial best practices for...

      • Downloads: 167
    • For Customer Insights Professionals

      Report:Rethink Existing Approaches To Embed Cross-Channel Attribution

      Processes: The Cross-Channel Attribution Playbook

      Establishing a cross-channel attribution measurement framework requires a tremendous amount of due diligence, planning, and process across the organization. In this report of the cross-channel...

      • Downloads: 190
      • Rating:
    • For Customer Insights Professionals

      Report:Five Ways To Mobilize Your Loyalty Program In 2013

      Mobile Channels Offer Rich Opportunities For Rewards And Engagement

      Mobile continues to grow in importance for reaching and engaging empowered consumers and loyalty program members. From a data perspective, it opens up new streams of information that provide better...

      • Downloads: 271
    • For Customer Insights Professionals

      Report:Are You Ready For Cross-Channel Attribution?

      Assessment: The Cross-Channel Attribution Playbook

      Cross-channel attribution is a complex, advanced measurement approach, allowing marketers to uncover the true impact of their marketing campaigns across channels. To get it right, organizations must...

      • Downloads: 314
    • For Customer Insights Professionals

      Report:Buyers Want Expertise From Attribution Providers

      Benchmarking: Measure Marketing Performance

      During the recent Forrester Wave™ evaluation of cross-channel attribution providers, we surveyed 34 customers about their cross-channel attribution efforts and their vendor partnerships....

      • Downloads: 153
    • For Customer Insights Professionals

      Report:Measuring Loyalty Program Effectiveness

      Performance Management: The Customer Loyalty Playbook

      This report outlines Forrester's performance management solution for customer intelligence executives working on driving customer loyalty. Measuring the performance of loyalty programs remains a...

      • Downloads: 930
    • For Customer Insights Professionals

      Report:The Forrester Wave™: Cross-Channel Attribution Providers, Q2 2012

      Visual IQ Surfaces At The Top Of A Relatively Immature Market

      In Forrester's 67-criteria evaluation of cross-channel attribution vendors, we found that Visual IQ led the pack because of its expertise in cross-channel attribution methodology, reporting, and...

      • Downloads: 657
      • Comments: 1
      • Rating:
    • For Customer Insights Professionals

      Report:Measure The Strength Of The Marketing Technology Stack

      Performance Management: The Cross-Channel Campaign Management Playbook

      The evolution from channel-specific to cross-channel campaigns affords firms the opportunity to improve relevance and deliver sustainable competitive advantage. The processes of measuring and...

      • Downloads: 158
      • Rating:
    • For Customer Insights Professionals

      Report:Revisiting The Enterprise Marketing Software Landscape

      Consolidation And Growth Drive A Dynamic Software Marketplace

      Marketing today is impossible without significant investments in technology. When Forrester first charted the landscape of marketing technologies in 2007, we found that marketers were investing in...

      • Downloads: 899
      • Rating:
     
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