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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162 results in Reports

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

    Report:How US Online Consumers Research And Buy Credit Cards

    Online Capabilities Are Crucial To The Purchase Journey

    Credit cards remain the top selling financial product in the US, even though sales are significantly lower than before the financial crisis. Prospects shopping for a new credit card have clear goals...

    • Downloads: 94
  • 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: 1310
  • For eBusiness & Channel Strategy Professionals

    Report:Key Trends In B2B eCommerce

    Landscape: The B2B eCommerce Playbook

    This report outlines the landscape and the key trends that eBusiness and channel strategy professionals are seeing in the $559 billion US market for business-to-business (B2B) eCommerce. Forrester...

    • Downloads: 1793
  • For eBusiness & Channel Strategy Professionals

    Report:Saving The Payer Role In Population Health Management

    Following the introduction of the Affordable Care Act, the US healthcare market is seeing a shift from traditional payer-based care management to provider-driven population health management (PHM)....

    • Downloads: 94
  • For eBusiness & Channel Strategy Professionals

    Report:Retail eCommerce In Brazil: Key Metrics 2014

    Understanding KPIs In Latin America's Largest eCommerce Market

    The Retail eCommerce In Brazil series summarizes the results of a survey that Forrester Research conducted together with E-Commerce Brasil in August and September 2014. In this survey, respondents...

    • Downloads: 114
  • For eBusiness & Channel Strategy Professionals

    Report:2014 US Bank Digital Sales Benchmark

    Bank Of America Tops Our Review Of US Banks' Sales Functionality

    We used our Digital Sales Functionality Benchmark methodology to evaluate the public websites of the five largest retail banks in the US. This benchmark covers 36 criteria across four categories...

    • Downloads: 248
  • For eBusiness & Channel Strategy Professionals

    Report:How US Online Consumers Research And Buy Mortgages

    Homebuyers And Refinancers Have Complex Purchase Journeys

    The mortgage purchase journey is complex, with customers using a mix of digital and human touchpoints to research and then buy mortgages. The journey differs depending on whether the customer is...

    • Downloads: 115
  • For eBusiness & Channel Strategy Professionals

    Report:Retail eCommerce In Brazil: Team Headcount, Priorities And Challenges

    Understanding eCommerce Teams And Their Key Initiatives

    The Retail eCommerce In Brazil series summarizes the results of a survey that Forrester Research conducted together with E-Commerce Brasil in August and September 2014. In this survey, respondents...

    • Downloads: 82
  • For eBusiness & Channel Strategy Professionals

    Report:China Online Retail Forecast, 2014 To 2019

    Embrace The Mobile Sales Momentum In China

    China's eCommerce market continues to grow rapidly in terms of both the number of online buyers and the amount they're spending. Total online retail spending in China reached $307 billion in 2013 and...

    • Downloads: 118
  • 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 eBusiness & Channel Strategy Professionals

    Report:Develop A Data-Driven Digital Business

    Short-Sighted Analytics Are Hindering Digital Leaders

    Forrester's digital maturity model defines measurement as one of the four key pillars of transformation, yet too many eBusiness professionals lack the customer-centric, cross-touchpoint insight...

    • Downloads: 205
  • For eBusiness & Channel Strategy Professionals

    Report:Quick Take: Aetna Acquires Bswift To Address The Retailization Of Health Insurance

    Health Insurers Must Increase Focus On The Entire Customer Life Cycle

    On November 3, 2014, Aetna announced the acquisition of bswift for approximately $400 million. Bswift is one of the most prominent standalone healthcare exchange technology platforms yet to be...

    • Downloads: 86
  • For eBusiness & Channel Strategy Professionals

    Report:Trends 2015: North American Digital Insurance

    eBusiness Executives Must Drive Digital Business Transformation

    Disrupt or be disrupted. That's the challenge facing American and Canadian insurers in 2015. Customer experience expectations, their willingness to consider a growing array of new options to buy...

    • Downloads: 120
  • For eBusiness & Channel Strategy Professionals

    Report:TechRadar™: Retail Analytics Q3, 2014

    The Best Solutions Already Have Broad Adoption

    As retailers look to become customer-obsessed in the age of the customer — through personalization 2.0, a single view of the customer, big data processing, and omnichannel engagement —...

    • Downloads: 328
  • For eBusiness & Channel Strategy Professionals

    Report:US Commerce Platform Technology Forecast, 2014 To 2019

    ForecastView Document

    We forecast that the market for commerce technology will almost double by 2019, with growth coming on the back of more than five years of rampant commerce technology replatforming as online retailers...

    • Downloads: 17
  • For eBusiness & Channel Strategy Professionals

    Report:Forrester Research Online Holiday Retail Sales Forecast, 2014 (Western Europe)

    ForecastView Document

    Derived from the Western European online retail forecast, this forecast details the regional online retail spending in the holiday season (i.e., November and December). This includes historical data...

    • Downloads: 11
  • For eBusiness & Channel Strategy Professionals

    Report:The State Of Mobile App Development

    Few eBusiness Teams Keep Pace With Customer App Expectations

    eBusiness professionals struggle to keep pace with consumer expectations of mobile apps. Competitors, entrepreneurs, and brands outside their industry push the envelope on what defines "best in...

    • Downloads: 125
  • For eBusiness & Channel Strategy Professionals

    Report:Brief: Five Lessons From Five Cyber Mondays

    Insights From US eCommerce's Biggest Day Of The Year

    Cyber Monday, the Monday after Black Friday, is now the biggest shopping day of the year for online retailers in the US. In fact, online retail sales exceeded $2 billion on Cyber Monday in 2014. In...

    • Downloads: 86
  • For eBusiness & Channel Strategy Professionals

    Report:Capture The Global eCommerce Opportunity

    Landscape: The eCommerce Globalization Playbook

    Gone are the days when most brands offered just one or two international sites: Today, a global eCommerce footprint is the end goal. To reach that goal, companies are taking a strategic look at the...

    • Downloads: 1926
  • For eBusiness & Channel Strategy Professionals

    Report:Retail eCommerce In Brazil: Marketing And Site Features

    A Look At The Most Effective Customer Acquisition Tactics And Most Popular Site Features

    The Retail eCommerce In Brazil series summarizes the results of a survey that Forrester Research conducted together with E-Commerce Brasil in August and September 2014. In this survey, respondents...

    • Downloads: 106
  • 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: 175
  • 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: 1050
  • For eBusiness & Channel Strategy Professionals

    Report:The Case For Channel-Shifting Customers Online

    Business Case: The B2B eCommerce Playbook

    Business-to-business (B2B) companies know they can generate revenue and save money by migrating their offline customers online. The question is, how much and under what circumstances? Forrester...

    • Downloads: 773
  • For eBusiness & Channel Strategy Professionals

    Report:Leverage Boutique CSPs As An Alternative To Large-Scale CSPs

    Market Overview: Commerce Service Providers (CSPs), Q2 2014, Part 4

    eBusiness professionals increasingly call upon commerce service providers (CSPs) to define and deliver their digital strategies. This report details how boutique CSPs help business-to-consumer (B2C)...

    • Downloads: 65
  • For eBusiness & Channel Strategy Professionals

    Report:US Online Holiday Retail Forecast, 2014

    Online Sales Will Reach $89 Billion This Holiday Season

    We predict that US online retail sales during the critical months of November and December will be higher than ever. Forrester projects that the online channel will generate $89 billion during that...

    • Downloads: 197