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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54 results in Reports

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

    Report:Why Do Salespeople Think Buyers Meet With Them?

    Salespeople in different roles (e.g., strategic accounts, geographic, inside sales) and with different levels of experience have very different perspectives on selling — or do they? There are...

    • Downloads: 127
  • For Sales Enablement Professionals

    Report:What Do Reps Believe Makes A Meeting Successful?

    Salespeople in different roles (e.g., strategic accounts, geographic, inside sales) and with different levels of experience have very different perspectives on selling — or do they? There are...

    • Downloads: 125
  • For Sales Enablement Professionals

    Report:How Prepared Do Sales Reps Think They Are?

    As a leader responsible for delivering content or programs to prepare salespeople to have successful sales conversations, there are some important things you should know about the perspectives of...

    • Downloads: 141
  • For Sales Enablement Professionals

    Report:Finding And Developing Partners Of The Future

    Opportunities Abound In The Tech Accelerator Community

    In the past 18 months, the buzz and momentum surrounding tech accelerator programs in the US has exploded, and now more than 100 tech accelerators dot the country. This boom is not only great for the...

    • Downloads: 270
  • For Sales Enablement Professionals

    Report:Being Strategic Does Not Guarantee Partner Loyalty

    Landscape: The Channel Partner Loyalty Playbook

    Every few years, channel partners reassess their vendor portfolios and determine how much to invest in each of their relationships. The tech industry ecosystem is now in that state, and tech vendors...

    • Downloads: 166
  • For Sales Enablement Professionals

    Report:Tip The Balance From Reference Customers To Advocates

    Capture Buyer Satisfaction And Enthusiasm Earlier

    Most business-to-business (B2B) marketing budgets have a significant and recurring line item entitled "customer reference program," which involves extensive spending and effort so the sales force and...

    • Downloads: 174
  • 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: 844
  • For Sales Enablement Professionals

    Report:Executive Buyer Expectations — The Bar Is Low

    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 sales, marketing, product, or other leader with...

    • Downloads: 136
  • 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: 765
  • For Sales Enablement Professionals

    Report:Why Do Sales Reps Believe They Lose Deals?

    Salespeople in different roles (e.g., strategic accounts, geographic, inside) and different levels of experience have very different perspectives on selling — or do they? There are some things...

    • Downloads: 164
  • For Sales Enablement Professionals

    Report:Buyer Role Profile: Service Desk

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

    • Downloads: 135
  • For Sales Enablement Professionals

    Report:Executive Buyers Prefer Email And Phone

    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: 142
  • 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: 271
  • For Sales Enablement Professionals

    Report:The Characteristics Of A Differentiated Meeting, According To Salespeople

    Salespeople in different account segmentations (such as strategic accounts, geographic sales, or inside sales) and with different levels of experience bring a range of perspectives on what makes a...

    • Downloads: 126
  • For Sales Enablement Professionals

    Report:Asia Pacific Tech Distributors' Business Confidence Is Waning

    Technology distributors are an integral part of the tech value chain in Asia Pacific and command a key role in the partner ecosystem of most tech vendors. To assess the health of the tech industry in...

    • Downloads: 31
  • 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: 153
  • For Sales Enablement Professionals

    Report:What Does It Take To Win With Executive Buyers?

    The Early Bird Catches The Worm

    Your buyers have changed; catch up! There are some things you should know about your buyers if you expect to get any money out of their wallets. If you are a sales, marketing, product, or other...

    • Downloads: 192
  • For Sales Enablement Professionals

    Report:B2B Marketing Tactics And Results: Channel-Oriented Versus Direct

    Channel Ecosystem Entropy Diminishes Results

    In this economic climate of scrutinized marketing budgets and demonstrable return on investment (ROI) expectations, business-to-business (B2B) marketers need to make sure that they're doing the right...

    • Downloads: 339
  • For Sales Enablement Professionals

    Report:Buyer Role Profile: VP Of Security

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

    • Downloads: 185
  • 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: 249
  • For Sales Enablement Professionals

    Report:Elevate Your Sales Training Impact With A Strategic Framework

    Introducing Forrester's Sales Training Solution Framework

    Buyers command more power in the marketplace than ever before, and consequently they have greater expectations for sales reps they meet with. Sellers who do not understand and cannot help solve their...

    • Downloads: 51
  • For Sales Enablement Professionals

    Report:Evaluate Your Channel Partner Loyalty Initiative

    Benchmarks: The Channel Partner Loyalty Playbook

    In 2012, Forrester surveyed channel professionals to get a pulse on the progress vendors are making toward successfully building channel partner loyalty programs. The results show that the majority...

    • Downloads: 255
  • 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: 423
  • For Sales Enablement Professionals

    Report:Which L2RM Platform Vendors Have An Edge In Europe?

    The L2RM Platform Forrester Wave™ From A European Point Of View

    Many of the lead-to-revenue management (L2RM) automation vendors with a global reach have not yet seriously set up shop in Europe because they consider firms in that territory to be late adopters of...

    • Downloads: 33
  • For Sales Enablement Professionals

    Report:Buyer Role Profile: Application Manager

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

    • Downloads: 67