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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152 results in Reports

  • Past 6 months
  • eBusiness & Channel Strategy
  • For eBusiness & Channel Strategy Professionals

    Report:How Ready Is Your Commerce Platform For Responsive Web?

    An Analysis Of The Leading Commerce Suite Vendors' Responsive Web Maturity

    Delivering optimized commerce experiences across an increasingly diverse landscape of mobile, tablet, and desktop browsers is now an imperative for eBusiness teams. Responsive web design (RWD) has...

    • Downloads: 112
  • For eBusiness & Channel Strategy Professionals

    Report:Brief: Demandware Gears Up To Enter The Store

    Demandware's Acquisition Of Tomax Accelerates In-Store Ambitions, But Retailers Will Likely Take A "Wait and See" Approach

    Demandware announced on January 12 its intent to the acquire Tomax, a Salt Lake City-based provider of point-of-service (POS), store operations, and merchandising solutions, a decision that will...

    • Downloads: 89
  • For eBusiness & Channel Strategy Professionals

    Report:Build A World-Class B2B eCommerce Business

    Executive Overview: The B2B eCommerce Playbook

    Although some eBusiness and channel strategy professionals are very mature in their understanding and execution of business-to-business (B2B) eCommerce, most organizations are still in the early...

    • Downloads: 994
  • For eBusiness & Channel Strategy Professionals

    Report:Nailing In-Store Pickup

    Meeting And Exceeding The Expectations Of Today's Shopper

    Omnichannel fulfillment capabilities — the ability to offer the customer cross-channel visibility and ordering options — have become the standard for leading traditional retailers, with...

    • Downloads: 188
  • For eBusiness & Channel Strategy Professionals

    Report:Build A World-Class Mobile Banking Strategy

    Executive Overview: The Mobile Banking Strategy Playbook

    Mobile banking is the most important strategic change in retail banking in more than a decade. The mobile banking strategy playbook provides insights for all banking eBusiness and channel strategy...

    • Downloads: 1398
  • For eBusiness & Channel Strategy Professionals

    Report:Follow Best Practices To Encourage Mobile Insurance Use

    Processes: The Mobile Insurance Strategy Playbook

    The future of insurance is mobile, yet the path to that future is riddled with obstacles. One of the biggest is the low adoption rate of mobile sites and apps. This stems partly from the...

    • Downloads: 675
  • For eBusiness & Channel Strategy Professionals

    Report:European Mobile And Tablet Commerce Forecast, 2013 To 2018

    Forrester estimates that 49% of online retail, travel, and daily deals sales in the EU-7 (France, Germany, Italy, the Netherlands, Spain, Sweden, and the UK) will be from mobile and tablets by 2018....

    • Downloads: 188
  • For eBusiness & Channel Strategy Professionals

    Report:2014 US Credit Card Secure Website Benchmark

    Discover Takes The Top Spot

    Digital teams at credit card issuers have worked hard on enhancements to their secure websites as the Web has become the primary way that cardholders manage their money. But these teams need to...

    • Downloads: 146
  • For eBusiness & Channel Strategy Professionals

    Report:Who Does Mobile Commerce Well?

    Lessons From 20 Top Mobile Merchants

    One of the most common questions that eBusiness executives currently pose is "Who does mobile commerce well?" In this document, we provide examples of 20 mobile experiences across a variety of retail...

    • Downloads: 350
  • For eBusiness & Channel Strategy Professionals

    Report:Brief: Key Technology Themes For Digital Retailers

    NRF's Big Show Highlights A New Generation Of Solutions Offering Customer-Centric And Data-Based Insights

    The rules of engagement between retailers and customers are changing. Recognizing the serious challenge they face, eBusiness professionals often turn to solution providers that specialize in...

    • Downloads: 161
  • For eBusiness & Channel Strategy Professionals

    Report:The Mobile Banking Metrics That Matter

    Performance Management: The Mobile Banking Strategy Playbook

    To achieve key business goals — such as boosting mobile banking use, improving mobile experiences, and increasing sales — eBusiness and channel strategy executives at banks need to put...

    • Downloads: 1001
  • For eBusiness & Channel Strategy Professionals

    Report:Predictions 2015: European Retailers Will Embrace Experimentation

    Customers are increasingly empowered with the ability to decide where, when, and how they engage with organizations as they shop. In 2015, European consumers' increasingly multitouchpoint shopping...

    • Downloads: 138
  • For eBusiness & Channel Strategy Professionals

    Report:Brief: Audit Your Digital Transformation Efforts To Ensure Successful Delivery

    Introducing Forrester's Digital Business Transformation Program Assessment Tool

    Digital transformation is a complex and potentially expensive undertaking. How do you know if your team is set up for success? Do you have the right senior sponsorship and cross-functional governance...

    • Downloads: 115
  • For eBusiness & Channel Strategy Professionals

    Report:Trends 2015: Staffing And Hiring For eBusiness

    Our Annual Benchmark Of eBusiness Team Sizes And Job Functions

    In our annual organizational and staffing survey of eBusiness and channel strategy professionals, we found that while eBusiness budgets have grown by more than 10%, finding the skills and...

    • Downloads: 156
  • For eBusiness & Channel Strategy Professionals

    Report:Avoid The Rush And Deal With The Realities Of Same-Day Delivery

    Large Retailers Tout Same-Day Delivery As The Next Standard For Shipping, But Challenges Raise Doubts About Long-Term Viability

    Same-day delivery is often touted in the media as the next standard for fulfilling online orders, but many retailers struggle to see the viability of offering this service as a long-term business...

    • Downloads: 141
  • For eBusiness & Channel Strategy Professionals

    Report:Get Mobile Strategy Right By Designing For Bank Customers' Mobile Moments

    Strategic Plan: The Mobile Banking Strategy Playbook

    Mobile strategies fail when firms fail to understand customers or outline clear business objectives. eBusiness and channel strategy executives at banks should document strategic plans that all...

    • Downloads: 1060
  • For eBusiness & Channel Strategy Professionals

    Report:Get Mobile Insurance Strategy Right By Designing For Customers' Mobile Moments

    Strategic Plan: The Mobile Insurance Strategy Playbook

    Mobile strategies fail when firms fail to understand evolving customer expectations or outline clear business objectives. eBusiness and channel strategy executives at insurance companies should...

    • Downloads: 837
  • For eBusiness & Channel Strategy Professionals

    Report:Choose The Right Mobile Insurance Solution

    Tools And Technology: The Mobile Insurance Strategy Playbook

    Technology decisions will make or break even the best mobile strategy. In their haste to show mobile progress, many insurance digital teams have rushed to get mobile apps into iTunes and Google Play...

    • Downloads: 129
  • For eBusiness & Channel Strategy Professionals

    Report:Mobile Mandate For eBusiness Professionals

    Business Case: The Mobile eBusiness Playbook

    Mobile offers eBusiness and channel strategy professionals the opportunity to engage with consumers at every step of their purchasing journey, from upper-funnel demand generation through...

    • Downloads: 1146
  • For eBusiness & Channel Strategy Professionals

    Report:Good Alone, Better Together: Integrating Chat And Virtual Agents

    Creating Seamless Customer Service Interactions Is Key To Meeting Customer Expectations

    Increasingly, organizations are turning to live chat and virtual agent tools in order to keep pace with the ever-demanding consumer. And for good reason: the ability to scale immediate, contextual...

    • Downloads: 193
  • For eBusiness & Channel Strategy Professionals

    Report:Lessons In Leading A Digital Business Transformation

    Insights From The Front Lines At 3M, Bank Of America, And Walgreens

    The forces of digital disruption have reached critical mass, threatening every incumbent firm in every industry. Attendees at our Forum For eBusiness & Channel Strategy Professionals heard from...

    • Downloads: 308
  • For eBusiness & Channel Strategy Professionals

    Report:2014 US Online Banking Benchmark

    Citi And Wells Fargo Have The Most Extensive Secure Website Functionality

    Despite the growth of mobile and tablet banking over the past few years, online banking continues to be widely used in the US, with almost three-quarters of US online adults using it compared with...

    • Downloads: 263
  • For eBusiness & Channel Strategy Professionals

    Report:Brief: Disrupting Payments — Commerce Innovators Signal What Is To Come

    Key Themes From Finovate Fall And Money20/20 Center Around Redefining Digital Identity And Delivering Enhanced Commerce Value

    Digital and mobile technology is evolving rapidly and transforming the way consumers and businesses interact. Investors are actively targeting the payments space as hundreds of well-funded potential...

    • Downloads: 249
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Intelligent Portfolios From Charles Schwab Will Ignite The Robo-Advisor Market

    Charles Schwab's strong entry into the digital investment management market will boost awareness and adoption of so-called "robo-advisors," which offer managed accounts for a fraction of what...

    • Downloads: 130
  • For eBusiness & Channel Strategy Professionals

    Report:Forrester Research Online Retail Forecast, 2013 To 2018 (US), Q4 2014 Update

    ForecastView Spreadsheet Q4 2014 Update

    Our US online retail forecast update in Q4 found a slightly faster uptake in eCommerce sales in 2014, which are projected to grow at an 11.1% compound annual growth rate (CAGR) by 2018. The increase...

    • Downloads: 28