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  • Kate Leggett

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  • For Application Development & Delivery Professionals

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    Report Vendors Battle For The Heart Of The Contact Center

    Landscape: The Contact Centers For Customer Service Playbook
    September 29, 2017 | Kate Leggett, Art Schoeller, Ian Jacobs

    The heart of the contact center comprises a set of complex, unintegrated technologies, which firms must leverage to deliver quality service. But application development and delivery (AD&D) pros...

  • For Application Development & Delivery Professionals

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    Report Define The Right Metrics For Tracking CRM Success

    Performance Management: The CRM Playbook
    September 21, 2017 | John Bruno, Kate Leggett

    Defining the right metrics to track success and prompt corrective action is a critical best practice for getting more value out of customer relationship management (CRM) initiatives. This report...

  • For Application Development & Delivery Professionals

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    Report Choose The Right Customer Service Solution For Your Business

    Tools And Technology: The Contact Centers For Customer Service Playbook
    September 19, 2017 | Ian Jacobs, Kate Leggett

    Delivering a differentiated customer experience (CX) requires the right technologies, processes, and organizational structures. Therefore, application development and delivery (AD&D) professionals...

  • For Application Development & Delivery Professionals

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    Report Choose The Right CRM Solutions For Your Organization

    Tools And Technology: The CRM Playbook
    September 15, 2017 | John Bruno, Kate Leggett

    The CRM technology landscape is changing with the commoditization of core features, the rise of point solutions, the shift to software-as-a-service (SaaS) solutions, and the need to provide...

  • For Application Development & Delivery Professionals

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    Report Assess CRM Capabilities To Pinpoint Opportunities

    Assessment: The CRM Playbook
    September 12, 2017 | Kate Leggett

    This report helps application development and delivery (AD&D) pros who are looking to implement customer relationship management (CRM) strategies and solutions. The effects of automation and...

  • For Application Development & Delivery Professionals

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    Report Engagement Costs Continue To Rise Even With Digital: Here's How To Fight It

    Five Steps To Reinvent Customer Service In A Post-Digital World
    September 7, 2017 | Kate Leggett

    Customers use a broad spectrum of channels to interact with a company. Often, they shift from one channel to another — or even use more than one simultaneously. As more channels and touchpoints...

  • For Application Development & Delivery Professionals

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    Report Quantify The Business Value Of CRM

    Business Case: The CRM Playbook
    August 30, 2017 | John Bruno, Kate Leggett

    CRM initiatives must not only be technically sound but must also answer the question "What will we get for our money?" This report describes how application development and delivery (AD&D)...

  • For Application Development & Delivery Professionals

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    Report Assess Customer Service Capabilities To Pinpoint Opportunities For Better Service

    Assessment: The Contact Centers For Customer Service Playbook
    August 28, 2017 | Kate Leggett, Ian Jacobs

    An explosion of channels, new technologies like artificial intelligence, and increasingly demanding consumers challenge organizations to reshape their service approach in the age of the customer....

  • For Application Development & Delivery Professionals

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    Report Implement Effective Customer Service Metrics

    Benchmarks: The Contact Centers For Customer Service Playbook
    August 23, 2017 | Ian Jacobs, Kate Leggett

    Customer service managers can easily become distracted by the sheer volume of metrics available for tracking operational activities and fail to deliver on key business goals. To keep customer...

  • For Application Development & Delivery Professionals

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    Report CRM Success Hinges On Effective Change Management

    Continuous Improvement: The CRM Playbook
    August 4, 2017 | John Bruno, Kate Leggett

    There's too much at stake today to have a failed CRM initiative. CRM success depends on adoption, and failure results in underutilized investment and unmet business objectives that can put your...

  • For Application Development & Delivery Professionals

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    Report Mitigate CRM Risks With Sound Deployment Practices

    Processes: The CRM Playbook
    August 4, 2017 | Kate Leggett

    To succeed in the age of the customer, application development and delivery (AD&D) professionals who support front-office business processes cannot afford failed technology projects. Customer...

  • For Application Development & Delivery Professionals

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    Report Win Funding For Your Customer Service Project

    Business Case: The Contact Centers For Customer Service Playbook
    August 2, 2017 | Ian Jacobs, Kate Leggett

    In the age of the customer, customer service must be a cornerstone of a company's customer experience (CX) strategy. Customer service and application development and delivery (AD&D) pros must...

  • For Application Development & Delivery Professionals

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    Report The Forrester Wave™: Customer Service Solutions For Midsize Teams, Q2 2017

    Rapid Time-To-Value Fuels Differentiation In Customer Service Solutions
    June 28, 2017 | Ian Jacobs, Kate Leggett

    In our 34-criteria evaluation of customer service solution vendors for small and midsize teams, we identified the 10 most significant ones — Astute Solutions, bpm'online, eGain, Freshdesk,...

  • For Application Development & Delivery Professionals

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    Report The Forrester Wave™: Customer Service Solutions For Enterprise Organizations, Q2 2017

    Intelligence And Omnichannel Engagement Are Fueling Adoption Of Customer Service Solutions
    June 28, 2017 | Kate Leggett, Ian Jacobs

    In our 35-criteria evaluation of customer service solution vendors for enterprise organizations, we identified the nine most significant ones — eGain, Microsoft, Oracle, Pegasystems, Salesforce,...

  • For Application Development & Delivery Professionals

    Report

    Report How AI Will Transform Customer Service

    The Present And Future Of Artificial Intelligence In Contact Centers
    June 16, 2017 | Kate Leggett

    Artificial intelligence (AI) helps customer service agents complete repetitive, predictable tasks — or takes them over. Instead of replacing agents, AI will enhance their skills and allow them to...

  • For Application Development & Delivery Professionals

    Report

    Report Map The Way To Your CRM Business Outcomes

    Road Map: The CRM Playbook
    June 8, 2017 | Kate Leggett

    When application development and delivery (AD&D) professionals create a CRM road map, they need to evaluate alternative CRM tactics, leverage synergies between initiatives, slot each new initiative...

  • For Application Development & Delivery Professionals

    Report

    Report Amazon Connect: Not Yet Ready For Prime Time

    Take A Wait-And-See Approach Before Choosing Amazon's New Cloud Contact Center Offering

    Amazon aims to disrupt the contact center industry with Amazon Connect — a cloud-based addition to the company's growing product portfolio that runs on Amazon Web Services (AWS). It attempts to...

  • For Application Development & Delivery Professionals

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    Report Visual Engagement Drives Relationships And Revenue For Customer Service

    Use Video To Elevate Your Customer Service Experience
    May 5, 2017 | Nick Barber, Kate Leggett

    Companies increasingly leverage visual engagement — video, cobrowsing, screen sharing, and annotations — to cut through the customer conversation clutter, to be better understood, and to connect...

  • For Application Development & Delivery Professionals

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    Report Define Your CRM Plan

    Strategic Plan: The CRM Playbook
    May 5, 2017 | Kate Leggett, John Bruno

    To avoid wasting time and effort on ill-conceived customer relationship management (CRM) initiatives, you should keep a laser focus on creating business value. Sound planning for CRM requires...

  • For Application Development & Delivery Professionals

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    Report Stop Buying End-To-End CRM

    Evaluate CRM As An Ecosystem Instead
    May 3, 2017 | John Bruno, Kate Leggett

    Companies rely heavily on mature CRM suites to provide operational efficiencies as sales, marketing, and customer service organizations interact with customers. But with companies placing greater...

  • For Application Development & Delivery Professionals

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    Report Transform The Contact Center For Customer Service Excellence

    Executive Overview: The Contact Centers For Customer Service Playbook
    May 1, 2017 | Kate Leggett

    Customers increasingly demand effortless customer service. Customer service executives face the constant challenge of simultaneously meeting customer expectations and business cost goals....

  • For Application Development & Delivery Professionals

    Report

    Report TechRadar™: Customer Service Intelligence, Q2 2017

    The State Of Intelligence In Customer Service, Now And In 2025
    April 7, 2017 | Kate Leggett, Rowan Curran

    Good service, whether it's to answer a customer's question prior to purchase or help a customer resolve an issue post-purchase, should capture the fundamentals of a great experience: ease,...

  • For Application Development & Delivery Professionals

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    Report Five Ways To Cut The Risk Of Going All In With A Salesforce Customer Platform

    Salesforce Is Now A Major Platform For Digital Business — Don't Let Complexity Cut Its Value

    Salesforce is the most prominent choice for enterprises seeking a single platform for all things customer. The growing number of enterprises signing up to go all in with Salesforce as their...

  • For Application Development & Delivery Professionals

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    Report Navigating Salesforce's Complex Landscape

    Not Just CRM: A Primer To Aid Strategic Planning

    Many enterprises have expansive visions for using Salesforce but quickly encounter a vexing question: Which of the vendor's several cloud applications will they need? No wonder: Salesforce now...

  • For Application Development & Delivery Professionals

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    Report Transform Customer Processes And Systems To Improve Experiences

    Executive Overview: The CRM Playbook
    March 2, 2017 | Kate Leggett

    The age of the customer means that a focus on the customer now matters more than any other strategic imperative. Forrester's CRM playbook outlines four steps that application development and...

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