Kate Leggett

VP, 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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184 results in Reports

  • Marketing Methods
  • Past 18 months
  • 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. The first step for sales enablement professionals in...

    • Downloads: 355
  • For Marketing Leadership Professionals

    Report:Put Distribution At The Heart Of Content Marketing

    Marketers Need A Solid Distribution Strategy To Drive A Return On Content Investments

    Investment in branded content is rising sharply, but too many brand marketers fail to plan for the distribution and discovery of their content. The result? Significant content investments don't reach...

    • Downloads: 728
  • For Customer Insights Professionals

    Report:Organize For Marketing Measurement

    Organization: The Cross-Channel Attribution Playbook

    Firms are eager to develop a fully integrated marketing performance measurement strategy as the next step in optimizing marketing budgets and plans. But how do they manage the process? This report...

    • Downloads: 380
  • For Marketing Leadership Professionals

    Report:Valuable Content Is Every Marketing Team's Job

    Organization: The Content Marketing Playbook

    Content marketing asks something more of marketers' content; it demands storytelling and a focus on building audiences and maintaining interest. Marketing organizations have long possessed only the...

    • Downloads: 230
  • For Customer Insights Professionals

    Report:Results Chain Modeling For L2RM Benefits Realization

    This toolkit is a companion to "Plan, Don't Hope, For Lead-To-Revenue Benefits," the performance management report of the lead-to-revenue playbook. In that report, we introduced three techniques that...

    • Downloads: 15
  • For eBusiness & Channel Strategy Professionals

    Report:2014 European Mobile Banking Functionality Benchmark

    Garanti Tops Our Review Of European Banks' Mobile Services

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the retail mobile banking offerings of 11 retail banks across Europe on more than 35 criteria. The banks have laid strong...

    • Downloads: 306
  • For Customer Insights Professionals

    Report:The Forrester Wave™: Loyalty Program Service Providers, Q4 2013

    The Eight Providers That Matter Most And How They Stack Up

    Forrester identified the eight most significant customer loyalty service providers — Aimia, Brierley+Partners, Connexions Loyalty, Epsilon, Kobie Marketing, Bond Brand Loyalty (formerly Maritz...

    • Downloads: 738
  • For Customer Insights Professionals

    Report:Lead-To-Revenue Management Benefits Register

    This provisional lead-to-revenue benefits register is a companion toolkit to "Plan, Don't Hope, For Lead-To-Revenue Benefits," the performance management report of the lead-to-revenue playbook. The...

    • Downloads: 23
  • For eBusiness & Channel Strategy Professionals

    Report:2014 Australian Mobile Banking Functionality Benchmark

    Australian Banks Offer Strong Mobile Services

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the retail mobile banking services of the four largest retail banks in Australia on 37 criteria. Australia's banks have laid...

    • Downloads: 223
  • For Customer Insights Professionals

    Report:Perk Up Your Customer Loyalty Program

    A Guide To Determining The Right Loyalty Benefits Mix

    Building a strong relationship with your customers is more important than ever, and loyalty programs offer an opportunity to reward, recognize, and engage them. But the prevailing manifestation of...

    • Downloads: 322
  • For Marketing Leadership Professionals

    Report:Case Study: BBC Radio1 Reaches Young UK Users With Mobile-Specific Ads

    A Mobile-Unique Approach Creates Engagement And Drives Results

    BBC Radio 1 reinvigorated its program The Breakfast Show with new content and a new host, with the goal of appealing to younger users and growing its audience. To reach these highly mobile listeners,...

    • Downloads: 78
  • For Customer Insights Professionals

    Report:Predictions 2015: Invest In Customer Insights To Activate Contextual Marketing

    CI Pros Will Close The Gaps Between Data, Insights, And Action This Year

    Customer insights (CI) professionals are in a unique position to help their firms make the journey toward customer obsession. Why? Because they enable their firms to close the gap between the...

    • Downloads: 365
  • For CMO Professionals

    Report:The State Of Customer Life-Cycle Marketing, 2013

    Benchmarks: The Customer Life-Cycle Marketing Playbook

    Making the transition to a marketing strategy that is based on the customer life cycle demands significant changes to marketing strategy, organization, analytics, measurement, and technology. We...

    • Downloads: 412
  • For Marketing Leadership Professionals

    Report:Brief: Best Practices For Engaging Consumers Via Messaging Apps

    To help brands connect with their audiences, messaging apps such as Instagram, Kik, Line, Snapchat, Tango, and WeChat have begun to offer nascent marketing tools. This brief report provides examples...

    • Downloads: 190
  • For Marketing Leadership Professionals

    Report:The Path To Mobile Marketing Mastery

    Executive Overview: The Mobile Marketing Playbook

    Today, two-thirds of US online adults use a smartphone, and Forrester predicts this number will grow. Many marketers realize that more and more customers are mobile-dominant, but few recognize the...

    • Downloads: 695
  • For Customer Insights Professionals

    Report:Shift Focus To The Customer Life Cycle To Take L2RM To The Next Level

    Vision: The Lead-To-Revenue Playbook

    Savvy marketers are re-engineering their lead-to-revenue (L2R) process to transform marketing — from a top-notch supplier of leads for the load-bearing sales channel to the architect of...

    • Downloads: 793
  • For Customer Insights Professionals

    Report:Toolkit: Loyalty Program Member Interaction Assessment

    The inner workings of a loyalty program and external member interactions are deeply interconnected. To truly assess the success of a given program, you must look not only at the strategy but also at...

    • Downloads: 42
  • For Marketing Leadership Professionals

    Report:How To Make The Most Of Google Enhanced Campaigns

    In mid-2013, Google introduced Google enhanced campaigns, an update to its AdWords system for pay-per-click ad management. This report explains what marketers should understand about Google enhanced...

    • Downloads: 236
  • For Customer Insights Professionals

    Report:Marketing Tactics To Drive Your Lead-To-Revenue Strategy

    Strategy Toolkit: The Lead-To-Revenue Playbook

    This toolkit is a companion to "Develop Your Revenue Growth And Acceleration Strategy," the strategic plan report of the lead-to-revenue (L2R) playbook. In that report we introduced a strategic...

    • Downloads: 323
  • For eBusiness & Channel Strategy Professionals

    Report:Customer Advocacy 2014: How US Consumers Rate Their Financial Institutions

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

    The traditional competitive barriers in retail financial services are crumbling. Digital touchpoints render branch distribution strength impotent. Digital technologies are cheaper and easier to...

    • Downloads: 271
  • For Marketing Leadership Professionals

    Report:Brief: Don't Neglect Mobile Web Ads In Favor Of Apps

    In-App Ads Are Appealing, But They're Not A Panacea

    Smartphones have captured the attention of customers, and marketers are following suit by shifting a portion of their budgets into mobile advertising. But with mobile, unlike with desktop planning,...

    • Downloads: 157
  • For Marketing Leadership Professionals

    Report:Predictions 2014: Marketing Leaders Put Insights To Use

    Big Data Makes Way For Smart Data Across Social, Mobile, And Media

    Marketers have more channels to choose from than ever before. In 2014, their choices will become even more numerous, thanks to increasing device proliferation, the Internet of Things, and the...

    • Downloads: 924
  • For Marketing Leadership Professionals

    Report:Optimize Your Search Marketing With Mobile

    Continuous Improvement: The Search Marketing Playbook

    Smartphone penetration is surging, and mobile search usage is on the rise. This means that mobile should be a priority — not an experiment — for search marketers. This playbook report...

    • Downloads: 524
  • For eBusiness & Channel Strategy Professionals

    Report:Make The Right Digital Decisions To Drive Canadian Usage-Based Insurance Sales

    Rate Reform Creates Powerful Incentive For Effective Digital Sales

    Canada and the US may share a border and consumer attitudes about usage-based insurance, but they don't share a common approach to the digital strategies for promoting these insurance options. With...

    • Downloads: 118
  • For eBusiness & Channel Strategy Professionals

    Report:2014 US Mobile Banking Functionality Benchmark

    Chase And U.S. Bank Top Our Review Of US Banks' Mobile Services

    We used our Mobile Banking Functionality Benchmark methodology to evaluate the retail mobile banking services of the five largest retail banks in the US across more than 35 criteria. The banks have...

    • Downloads: 533