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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64 results in Reports

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

    Report:Buyer Role Profile: Network Manager

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

    • For Sales Enablement Professionals

      Report:Buyer Role Profile: Infrastructure And Operations

      This report is designed to give sales enablement professionals an introduction of the infrastructure and operations (I&O) role, as well as an overview of the general concerns facing people in this...

      • Downloads: 142
      • Rating:
    • For Sales Enablement Professionals

      Report:B2B Marketing Tactics: Learning From Other Verticals

      In Forrester's report, "Marketing Tactics Of Top Tech Performers," we analyzed how top-performing tech companies apply various marketing tactics and metrics, and their resultant effectiveness. In...

      • Downloads: 369
    • For Sales Enablement Professionals

      Report:Market Overview: Channel Data Management

      The Gateway To Channel Sales And Marketing Visibility

      Few tech vendors are immune to the millions of dollars in lost revenue that amount from overpayments of channel incentives, stock-outs, gray market activity, and audit penalties/fines. Having...

      • Downloads: 145
    • For Sales Enablement Professionals

      Report:Buyer Role Profile: Security Operations

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

      • Downloads: 126
    • For Sales Enablement Professionals

      Report:Understanding The Reality Of Your Sales Force

      A Prerequisite To Boosting Sales Productivity

      Increasingly, B2B CEOs are pursuing business strategies that require a transformation of their sales force. Because a sales force is really a composite of many individual salespeople, assessing the...

      • Downloads: 391
      • Rating:
    • For Sales Enablement Professionals

      Report:Partner Marketing Capabilities Assessment

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

      • Downloads: 37
    • For Sales Enablement Professionals

      Report:The Shape-Shifting Tech Industry Channel Ecosystem

      Hybrid Partners Are The New Norm

      While cloud computing has been a boon for the tech industry in general, for channel partners the story is different. Channel partners have to deal with shrinking product margins, skills shortages,...

      • Downloads: 298
      • 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: 122
      • Rating:
    • For Sales Enablement Professionals

      Report:Use The L2RM Platform Forrester Wave™ To Support Buyer Engagement

      The Forrester Wave: Lead-To-Revenue Management Platform Vendors, Q1 2014

      This report, originally written for customer insights professionals, includes content relevant to professionals responsible for sales enablement, especially those leading marketing for B2B companies....

      • Downloads: 89
    • For Sales Enablement Professionals

      Report:Buyer Role Profile: VP Of Customer Service

      This report is designed to give professionals in sales enablement an introduction to the VP of customer service role as well as an overview of the general concerns facing people in this position. The...

      • Downloads: 139
    • For Sales Enablement Professionals

      Report:What Do Executive Buyers Find Valuable?

      Your buyers have changed, and there are some things you should know about them if you expect to get any money out of their wallets. If you are a sales, marketing, product, or other leader with...

      • Downloads: 157
    • For Sales Enablement Professionals

      Report:The 10 Most Innovative Partner Co-Marketing Tactics

      Becoming A Trusted Marketing Advisor Requires Focus And Follow-Through

      B2B partner marketers are tasked with improving the marketing prowess of their partner communities, but progress has been slow to date. With the rise of social media and avant-garde digital marketing...

      • Downloads: 398
      • Rating:
    • For Sales Enablement Professionals

      Report:Partner Loyalty Metrics That Matter

      Performance Management: The Channel Partner Loyalty Playbook

      Program performance management is about systematic measurement and relentless adjustment, in this case, of your channel partner loyalty program. Identifying the right metrics and implementing the...

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

      Report:Stakeholder Profile: Vice President Of Sales

      This report is designed to give sales enablement professionals an introduction to the vice president (VP) of sales role as well as an overview of the general concerns facing people in this position....

      • Downloads: 137
      • Rating:
    • For Sales Enablement Professionals

      Report:Buyer Role Profile: Enterprise Architect

      This report is designed to give sales enablement professionals an introduction to the enterprise architect (EA) role, as well as an overview of the general concerns facing people in this position....

      • Downloads: 203
    • For Sales Enablement Professionals

      Report:Seeding The Cloud Channel

      Channel Partners' Plans And Needs For Business Model Transformation

      As technologies and tech decision-makers' needs evolve at a livelier pace, channel professionals need to consider channel partners' perceptions and investment plans and develop their own game plan to...

      • Downloads: 255
      • 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: 276
      • Rating:
    • For Sales Enablement Professionals

      Report:Buyer Role Profile: Data Center Manager

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

      • Downloads: 94
    • For Sales Enablement Professionals

      Report:Cloud Channel Trends, 2013 To 2014

      A Critical Mass Of Channel Partners Are Embracing Cloud

      Forrester recently surveyed channel partner company executives on their business model plans with respect to cloud computing. What we learned: After much gnashing of teeth (over marginalized...

      • Downloads: 798
      • Rating:
    • For Sales Enablement Professionals

      Report:Content Management Process And Organization Capabilities Assessment

      B2B marketers realize that delivering an effective content marketing strategy is now a critical differentiation imperative as they align with the customer life cycle. Review the criteria and answer...

      • Downloads: 50
    • For Sales Enablement Professionals

      Report:Leverage The Channel Management Technology Spectrum

      Tools And Technology: The Channel Partner Loyalty Playbook

      Channel partners' loyalty to vendors and suppliers is waning, resulting in risk to vendors' and suppliers' wallet share and revenue growth with respect to their channel partners. Channel...

      • Downloads: 96
    • For Sales Enablement Professionals

      Report:Event Marketing Giveaways That Work

      Evaluating What Makes Effective Swag

      New social and digital marketing tactics receive attention from B2B marketers seeking the "next big thing," and virtual events continue to gain popularity, but traditional events remain very...

      • Downloads: 272
    • For Sales Enablement Professionals

      Report:Asia Pacific Channels: Indian Tiger, Chinese Dragon

      Indian Partners Outpace Chinese

      China and India are two of the largest emerging markets with strong economic growth. China represents the third largest single country tech market by market size; India ranks 11th. Homogenous...

      • Downloads: 55
      • 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: 348
      • Rating: