Kate Leggett

Principal Analyst serving Application Development & Delivery PROFESSIONALS

Kate serves Application Development & Delivery Professionals. She is a leading expert on customer relationship management (CRM) and customer service strategies, maturity, benchmarking, governance, and ROI. She is an accomplished public speaker and frequently presents at industry events such as CRM Evolution. She has been published in The Wall Street Journal, Forbes magazine, and industry publications such as CRM Magazine, KM World, and Destination CRM.

Previous Work Experience

Kate has extensive industry experience, with more than 10 years of leadership at CRM and 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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134 results in Reports

  • Marketing Methods
  • Past 18 months
  • For Marketing Leadership Professionals

    Report:Don't Confuse Tablet And Mobile Marketing

    Contextual Marketing Demands A Unique Approach To Tablets

    Too many marketing leaders still lump tablets and smartphones in the same mobile bucket. That's a mistake. Why? Because tablets are not primarily mobile devices. Instead, they are mostly used within...

    • Downloads: 639
    • Rating:
  • For Customer Insights Professionals

    Report:Culture, Data, And Technology Are Key Ingredients For Measurement Success

    Strategic Plan: The Cross-Channel Attribution Playbook

    A key piece in cross-channel attribution is developing a strategy that outlines where the organization needs to progress to achieve attribution nirvana. To be successful at cross-channel attribution,...

    • Downloads: 285
    • Rating:
  • For CMO Professionals

    Report:Marketers Need To Put Money Where A Consumer's Mouth Is

    How Consumers Discover New Brands, Products, And Services

    This report, originally written for market insights professionals, includes important content for CMOs and marketing leaders looking to improve discovery of their products and services. The discover...

    • Downloads: 352
    • Rating:
  • For Customer Insights Professionals

    Report:Develop Your Revenue Growth And Acceleration Strategy

    Strategic Plan: The Lead-To-Revenue Playbook

    The lead-to-revenue management (L2RM) strategic plan provides the linkage between the L2RM vision and the operational processes and tactics through which the vision will be realized. This plan...

    • Downloads: 245
    • Rating:
  • For Customer Insights Professionals

    Report:Navigate The Journey From L2RM Vision To Success

    Road Map: The Lead-To-Revenue Playbook

    This report is for business-to-business (B2B) marketing leaders who must power-up their lead-to-revenue management (L2RM) processes to achieve goals for new customer acquisition, current customer...

    • Downloads: 173
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy 2013: How US Consumers Rate Their Financial Services Firms

    Customers Rate Their Banks, Credit Card Issuers, Insurers, And Investment Firms

    For 10 years Forrester has shown that customer advocacy — the perception on the part of customers that their firm does what's best for them, not just the firm's own bottom line — is the...

    • Downloads: 380
  • For Marketing Leadership Professionals

    Report:Understand Immediacy, Simplicity, And Context

    Processes: The Mobile Marketing Playbook

    This report highlights the key principles of mobile experience that interactive marketers must weave into the process of crafting mobile marketing strategies. More people own smartphones than ever...

    • Downloads: 1643
    • Rating:
  • For Marketing Leadership Professionals

    Report:Gauging Your Progress And Success

    Benchmarks: The Lead-To-Revenue Playbook

    B2B marketers implementing a lead-to-revenue (L2R) process for the first time or expanding an immature program often feel they are navigating uncharted waters — but they are not alone! Rather...

    • Downloads: 137
    • Rating:
  • For Customer Insights Professionals

    Report:The Skills And Structures For L2R Success

    Organization: The Lead-To-Revenue Playbook

    B2B marketers are adopting the lead-to-revenue (L2R) concept to ensure that revenue goals are met on time by optimizing the balance among lead value, velocity, and volumes, as well as ensuring that...

    • Downloads: 300
  • For Customer Insights Professionals

    Report:Metrics That Matter In L2RM Assessment Tool: Measurement And Performance

    This assessment tool enables you to score various lead-to-revenue management performance and marketing metrics.

    • Downloads: 24
    • Rating:
  • For eBusiness & Channel Strategy Professionals

    Report:2013 US Mobile Banking Functionality Rankings

    Forrester Evaluates The Four Largest Banks' Retail Mobile Offerings

    With customer expectations rising and substantial business at stake, digital banking strategy teams know they need to keep improving their mobile services. This is one of three reports that detail...

    • Downloads: 604
  • For Marketing Leadership Professionals

    Report:Beyond ROI: Showcasing The True Impact Of Mobile Marketing

    Business Case: The Mobile Marketing Playbook

    Mobile phones are becoming ubiquitous, but the same cannot be said for sophisticated mobile marketing strategies within organizations. It's a classic chicken-or-egg problem: Marketers can't build a...

    • Downloads: 379
    • Rating:
  • For Customer Insights Professionals

    Report:Quick Take: Adobe Underscores Marketing Reinvention At Adobe Summit 2014

    Announcements Emphasize Partnerships And Innovation

    On March 25, 2014, at its annual digital marketing summit, Adobe very deliberately positioned its Marketing Cloud as a comprehensive platform for digital marketers, rather than a suite of...

    • Downloads: 67
    • Rating:
  • For Marketing Leadership Professionals

    Report:Get To Know Mobile Tactics

    Tools And Technology: The Mobile Marketing Playbook

    Smartphone adoption is increasing and propelling your audience into the growing segment of always addressable customers. A key touchpoint for these mobile-savvy and connected consumers, smartphones...

    • Downloads: 557
    • Rating:
  • For Sales Enablement Professionals

    Report:European B2B Marketers Will Invest In Automation In 2013

    Local Vendors Continue To Innovate

    Wake up, marketing automation vendors: The European market is getting hot! Forrester's Q4 2012 US And Europe B2B Marketing Tactics And Benchmarks Online Survey shows us that the rate of investment is...

    • Downloads: 243
    • Rating:
  • For Customer Insights Professionals

    Report:The New Physics Of Lead-To-Revenue Management

    Vision: The Lead-To-Revenue Playbook

    The need to calibrate marketing spend to revenue generation was the seminal driver of lead-to-revenue management (L2RM). But savvy B2B marketing leaders are going beyond revenue performance...

    • Downloads: 541
    • Rating:
  • For Customer Insights Professionals

    Report:Pinpoint The Actions And Outcomes That Elevate Leads To Revenue

    Processes: The Lead-To-Revenue Playbook

    Lead-to-revenue management (L2RM) is all about optimizing processes and practices to ensure that every scintilla of potential revenue is realized from your marketing investment. A well-designed and...

    • Downloads: 441
    • Comments: 1
    • Rating:
  • For Marketing Leadership Professionals

    Report:Predictions 2014: Mobile Trends For Marketers

    Navigate Beyond The Hype To Drive Near-Term Results

    In 2014, there will be more than 2 billion smartphones globally. Mobile is becoming not only the new digital hub but also the bridge to the physical world. That's why mobile will affect more than...

    • Downloads: 658
    • Rating:
  • For CMO Professionals

    Report:The Customer Life Cycle: A Blueprint For Customer-Obsessed Enterprises

    Vision: The Customer Life-Cycle Marketing Playbook

    Today's empowered customer has the world at her fingertips — literally — through the multiple connections to information, products, and opinions all throughout her day. Marketers who...

    • Downloads: 868
  • For Marketing Leadership Professionals

    Report:Build Your Content Brand By Delivering Customer Value

    Vision: The Content Marketing Playbook

    To counter increasing media fragmentation and consumer disenchantment with advertising, marketers have begun to exploit the power of digital and social media by building large followings around...

    • Downloads: 237
    • Comments: 2
    • Rating:
  • For Customer Insights Professionals

    Report:Lead-To-Revenue Management Tactics And Execution Assessment Tool

    This tool helps to assess lead-to-revenue management tactics and execution in various categories, including inbound and outbound attraction campaigns, lead capture and origination, lead nurturing,...

    • Downloads: 39
  • For Marketing Leadership Professionals

    Report:Integrate YouTube Into Your Communication Strategy

    How To Activate Your Video Assets To Engage With Customers At Each Stage Of The Life Cycle

    As consumers embrace consumption of digital videos with gusto, marketers are waking up to the potential of integrating online video content into their marketing mix. Because YouTube plays a central...

    • Downloads: 206
    • Rating:
  • For Marketing Leadership Professionals

    Report:Forrester Research Interactive Marketing Forecast By Industry, 2013 To 2018 (US)

    ForecastView Spreadsheet

    Breaks out company spending on interactive marketing segmented by 12 industries. Each industry's spending is further broken into the various components of interactive marketing: display, paid search,...

    • Downloads: 9
  • For Marketing Leadership Professionals

    Report:Extend Your Marketing Into Games

    See Through The Myths, And Tap Games As A Medium For Marketing

    Are you looking to deliver interactive, integrated marketing messages and advertising to reach an attractive, broad base of users in a medium where emotional response is predictable and guaranteed?...

    • Downloads: 300
    • Rating:
  • For CMO Professionals

    Report:Big-Box Retailers Must Be Trusted And Essential To Build Their Brand

    Technographics® TRUE Brand Compass: Big-Box Retail

    Forrester's research shows that consumers demand more from brands in the 21st century. Marketers across all consumer industries now have a steeper hill to climb to earn brand preference, referral,...

    • Downloads: 208