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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91 results in Reports

  • Past 18 months
  • Sales Enablement
  • For Sales Enablement Professionals

    Report:Scoring Your Partner Program For Loyalty

    Assessment: The Channel Partner Loyalty Playbook

    To systematically determine how well your partner program is performing today, and set a baseline for what to improve moving forward, measuring all the significant activity you put into building...

    • Downloads: 164
    • Rating:
  • For Sales Enablement Professionals

    Report:The State Of Lead-To-Revenue Management

    Landscape: The Lead-To-Revenue Playbook

    In order to establish the current state of lead-to-revenue management (L2RM) practices among tech marketers, we recently analyzed 80 client inquiries on the topic that tech marketing professionals...

    • Downloads: 550
    • Comments: 2
    • Rating:
  • For Sales Enablement Professionals

    Report:Sales Role Profile: Sales Operations

    This report is designed to give technology sales enablement professionals an introduction to the sales operations role, as well as an overview of the general concerns facing people in this position....

    • Downloads: 116
    • Comments: 1
    • Rating:
  • For Sales Enablement Professionals

    Report:Introduction To The Value Equation Framework

    As a wave of B2B organizations develop business strategies that are predicated on selling more things to existing customers, they are asking their sales forces to move from selling products to...

    • Downloads: 222
    • Rating:
  • For Sales Enablement Professionals

    Report:Making The Case For Partner Loyalty Investment

    Business Case: The Channel Partner Loyalty Playbook

    Partners will remain loyal to a vendor to the extent that the vendor relationship helps them achieve their business goals. The strength of this partner-vendor relationship is determined by multiple...

    • Downloads: 136
  • For Sales Enablement Professionals

    Report:Seller Insight Study: Sales Professionals' Perspectives On Building A Business Case

    Knowing ROI metrics is important to build a strong business case. However, knowing how to apply them is even more so. Forrester surveyed 180 technology sales representatives who sell to senior-level...

    • Downloads: 36
  • For Sales Enablement Professionals

    Report:A Holistic Measurement System Enables Continuous Improvement

    Performance Management: The Lead-To-Revenue Playbook

    The seminal idea behind lead-to-revenue management (L2RM) was the need to calibrate marketing's activities (and budget) to the result of revenue generation. But effective performance management of...

    • Downloads: 132
    • Rating:
  • For Sales Enablement Professionals

    Report:Paving The Way To Partner Loyalty Maturity

    Road Map: The Channel Partner Loyalty Playbook

    In this report, we present a compendious road map to guide you through the steps to build a partner loyalty program or to revamp an existing one. Follow this road map — and the companion...

    • Downloads: 169
    • Rating:
  • For Sales Enablement Professionals

    Report:Market Overview: Managed Service Providers, Part 2

    Service Provider Market Dynamics Will Muddy The Channel Ecosystem

    An inflection point has surfaced in the managed service provider (MSP) market. Tech vendors must awaken to the revolution that is swiftly taking shape in the ecosystem as cloud computing adoption...

    • Downloads: 140
    • Rating:
  • For Sales Enablement Professionals

    Report:Channel Strategies For India's Tier Two And Tier Three Cities

    Tech Vendors Must Venture Beyond India's Largest Cities To Achieve Market-Leading Growth

    Tech vendors targeting the Indian market currently direct most of their investments and resources to the country's largest metropolitan areas, usually referred to as tier one cities. However, with...

    • Downloads: 139
    • Rating:
  • For Sales Enablement Professionals

    Report:Sales Role Profile: Frontline Sales Manager

    This report is designed to give sales enablement professionals an introduction to the frontline sales manager role as well as an overview of the general concerns facing people in this position. A...

    • Downloads: 81
    • Rating:
  • For Sales Enablement Professionals

    Report:Demand Insights: The Network And Telecommunications Market For SMB Customers

    SMBs Are Adopting Networking Technology In A Vein Not Dissimilar To Enterprises

    True to our "SMB phoenix" characterization, small to medium-size businesses (SMBs) are proving to be aggressive adopters of network and communications technologies and services. No longer can SMBs be...

    • Downloads: 427
  • For Sales Enablement Professionals

    Report:Automating Your End-To-End Process

    Tools And Technology: The Lead-To-Revenue Playbook

    The lead-to-revenue management (L2RM) process calibrates marketing and sales activities around a common success factor — revenue. An optimized process yields bigger pipelines, shorter sales...

    • Downloads: 271
    • Rating:
  • For Sales Enablement Professionals

    Report:The Case For B2B Customer Experience Programs Is Revenue Generation And Renewal

    But Marketing Cannot Take On This Issue Alone

    Research conducted over the past years indicates that B2B customers perceive their experiences to be worse than those delivered by bottom-of-the-barrel consumer industries such as TV service...

    • Downloads: 184
  • For Sales Enablement Professionals

    Report:Executives' Perceptions Of Differentiation Among Suppliers: Update For 2011

    Results, not products, differentiate vendors in the eyes of executives.Executives assign strategic supplier status to vendors that are willing and able to align in substantial, not superficial, ways....

    • Downloads: 8
  • For Sales Enablement Professionals

    Report:Asian Tech Distributors Are Optimistic About Business Growth In 2013

    These data charts present the results of Forrester's H2 2012 Asia Pacific Tech Distributor Business Confidence Index Tracker Survey.

    • Downloads: 13
  • For Sales Enablement Professionals

    Report:Build Battle Cards That Focus On Buyer Priorities

    Insights Into Building Battle Cards That Help Sales Reps Win Deals

    Sales reps need battle cards to anticipate and counter competitors' claims in sales conversations, but today's battle cards are little more than side-by-side product comparisons. Sales enablement...

    • Downloads: 259
    • Rating:
  • For Sales Enablement Professionals

    Report:Stakeholder Profile: Sales Training Leader

    In order to execute a successful sales enablement strategy, many different stakeholders must be able to work together effectively. The ability to start working more effectively across traditional...

    • Downloads: 100
    • Rating:
  • For Sales Enablement Professionals

    Report:Mobile Is A Mainstream Content Source For Tech Buyers

    Deliver What They Want Where They Want It

    Mobile is becoming the new face of engagement. By 2016, smartphones and tablets will put power in the pockets of a billion business application buyers and/or users. Mobile is not simply another...

    • Downloads: 265
    • Rating:
  • For Sales Enablement Professionals

    Report:Executive Buyer Insight Study: Are Salespeople Prepared For Executive Conversations?

    Addressing Gaps In How Effectively Salespeople Engage With Executives

    To avoid being relegated to commodity status, vendors are refining their sales strategies to engage with higher level decision-makers earlier in the problem-solving process. Getting a meeting with...

    • Downloads: 716
  • For Sales Enablement Professionals

    Report:Use Field Marketing To Align Marketing Content With International Customer Needs

    Tech Vendors That Sell Globally Tend To Market And Localize Centrally

    Tech marketing executives are struggling to strike a balance between the control they need to communicate a consistent brand promise and deliver a consistent brand experience while also being...

    • Downloads: 199
    • Rating:
  • For Sales Enablement Professionals

    Report:Provisional L2RM Process Catalog

    This provisional lead-to-revenue process catalog is a companion tool for the processes module of Forrester's lead-to-revenue playbook. Designed to jump-start your own process documentation, it...

    • Downloads: 10
    • Rating:
  • For Sales Enablement 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: 184
    • Rating:
  • For Sales Enablement Professionals

    Report:Seller Insight Study: Sales Professionals' Perspective On Creating A Shared Vision Of Success

    In the midst of an increasingly dynamic business climate, executives must find effective ways to navigate the challenges of establishing a vision of success from salespeople to buyer stakeholders....

    • Downloads: 43
  • For Sales Enablement Professionals

    Report:The Millennial Workforce Effect On SMB Technology Utilization

    SMB Millennials "Out-Tech" Even Their Enterprise Peers

    It is well understood that the entrée of the Millennial generation into the workforce is having a profound effect on businesses' technology decision-making and utilization. What is less well...

    • Downloads: 63
 
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