Kate Leggett

Vice President, Principal Analyst

Forrester Bio

Author Insights

Blog

Evolve Your CRM From Departmental CRM To Unified CRM

Kate Leggett September 9, 2020
CRM is widely used by companies both big and small. Gone are the days when it was purchased as a monolithic on-premises application. Today, it’s almost exclusively deployed in the cloud. As CRM moved to the cloud, business leaders in charge of sales, service, and marketing drove the purchase. Sales leaders only cared about how […]
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Blog

Knowledge Management Solutions Are Powerful, But Choosing The Right One Is Hard

Kate Leggett August 18, 2020
Since the start of the pandemic, customer service organizations are doubling down on their investments in knowledge management because these solutions: Empower customer service agents to deliver successful outcomes. One of the top three drivers of customer service success is agent knowledge. The early days of knowledge management focused on streamlining access to curated content. […]
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Blog

How To Make Customer Service More Digital

Kate Leggett July 20, 2020
Phone experiences are increasingly becoming suboptimal as more and more customer service journeys begin before customers pick up the phone. This is because most companies deploy their communication channels in silos, which means that: (1) Agents have no knowledge of the customer’s prior digital interactions and (2) they cannot easily understand a customer’s prior actions […]
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Blog

Digital-First Customer Service Solutions Deliver Highly Automated Service

Kate Leggett July 13, 2020
There is no single customer service solution that is ideal for all sizes of organizations, all industries, or all business models. For example, many companies selling and supporting higher-value, considered purchases have complex customer service processes that require collaboration between the account and customer service organization. Each customer interaction is also an opportunity to nurture […]
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Blog

Digital-First Customer Service Solutions Emerge As Their Own Software Category

Kate Leggett June 29, 2020
More customers are using self-service as a first point of contact during the pandemic. Learn how companies are working to improve the experience.
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Blog

How To Successfully Add RPA To Customer Service Operations

Kate Leggett May 18, 2020
More and more customer service organizations turn to robotic process automation (RPA) to make agents more effective. The technology offloads repeatable tasks from agents, enforces compliance to process and policy, and allows agents to focus on work that matters. Yet contact centers often don’t see the initial ROI of RPA play out as they scale […]
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Blog

RPA Helps Contact Centers Deliver Better Customer Experiences

Kate Leggett March 4, 2020
RPA (robotic process automation) is a tactical, short-term fix to digitize common, reproducible agent tasks in the contact center. It’s an easy overlay to your existing technology ecosystem and extends the life of the contact center applications. Forrester data shows that over 44% of organizations are already using RPA. There are two forms of RPA. […]
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Blog

Top CRM Trends For 2020

Kate Leggett February 11, 2020
Customer experience (CX) is still king in 2020. Modern customer relationship management (CRM) must be used as a foundational technology for customer engagement in order to deliver experiences that keep your customers coming back for more. Here are our top five trends for CRM in 2020: Self-service for end-to-end customer journey support increases. More customers […]
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Blog

Five Forces Shape The Modern CRM Landscape

Kate Leggett February 4, 2020
What is CRM? It’s not SFA (sales force automation) and it’s not marketing automation — although many use CRM to reference these two technologies. Forrester defines CRM as: “The business processes and supporting technologies that support the key activities of targeting, acquiring, retaining, understanding, and collaborating with customers.” . . . that is, to support […]
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Blog

The Three Megatrends For Customer Service In 2020

Kate Leggett January 16, 2020
As AI and automation move deeper into customer service, new areas will be impacted including staffing, processes, and culture.
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Blog

The Future Of Contact Center Work: How To Source New Agent Talent

Kate Leggett January 14, 2020
AI and automation are already reshaping call centers. Get your customer service organization prepared with these talent acquisition tips.
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Blog

RPA Impacts Employee And Customer Experiences — And That’s A Big Deal

Kate Leggett November 12, 2019
Customer service organizations use robotic process automation (RPA) as a tactical and short-term approach to digitize common agent tasks. There are two forms of RPA: unattended and attended RPA. A task can start with an agent and be supported by attended automation, which can kick off unattended RPA to complete the process. Customer service leaders […]
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Blog

Much To Gain For SAP With Bob Stutz Joining Its CRM Team

Kate Leggett October 18, 2019
Bob Stutz and CRM have always been synonymous. Stutz started his CRM career at Siebel in 1998, in the early days of IT-driven, on-premises CRM. Siebel was a powerhouse in its time, peaking at 45% market share in 2002. Stutz’s tenure ended after it was acquired by Oracle (2005), and he moved to SAP to […]
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Blog

Use RPA To Make Customer Service Agents More Effective

Kate Leggett October 1, 2019
Customer service organizations turn to robotic process automation (RPA) to provide tactical and short-term fixes to digitize common, reproducible agent tasks. There are two forms of RPA: Attended mode RPA. These bots target the front office. They are invoked by agents in the flow of their work. In the case of an exception, the bot […]
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Blog

Salesforce Buys ClickSoftware To Bolster Its Field Service Offering

Kate Leggett August 8, 2019
Salesforce continues its fast and furious acquisition spree by picking up ClickSoftware for $1.53 billion to beef up its field service capabilities. Field service is a rapidly growing area in CRM. Growth is fueled by the demand for: 1) differentiated customer experiences, which extends to a field worker showing up at a customer or a […]
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Blog

Use Forrester’s Customer Service Wave™ To Guide Your Product Selection

Kate Leggett August 8, 2019
Not all customer service vendor solutions are a good fit for your organization, and choosing the right one depends on the number of agents you have, your growth projections, your business model, the type of industry you are in, and whether you are looking for a standalone customer service solution or one that is part […]
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Blog

Salesforce Buys Tableau To Actualize Data-Driven Engagement

Kate Leggett June 10, 2019
Salesforce announced today its intent to acquire Tableau Software. This move adds a robust data visualization and insights solution to its customer engagement portfolio. Unlike other acquisitions, Tableau will operate under its own brand post-acquisition. Tableau Software offers an enterprise business insights (BI) solution to access, combine, and cleanse data from disparate sources. It allows […]
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Blog

Your Customers Want to Self-Serve — It’s Good For Them And Good For You

Kate Leggett May 23, 2019
Your customers have more choice over what products to buy, where to buy them, and how to buy them. What they don’t have is time. In fact, Forrester finds that two-thirds of customers say valuing their time is the most important thing a company can do to provide them with good service. Customer service organizations […]
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Blog

Happy Agents Deliver Great Customer Service — Here’s How To Do It

Kate Leggett March 20, 2019
Happy customer service agents mean happy customers — and happy shareholders. Engaged agents also have better job performance, are more productive, and stay in their jobs longer — which is one of the costlier factors in managing customer service operations. Customer service leaders have to balance their job demands with technology and training. They also […]
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Blog

How To Build A Modern Customer Service Agent Workspace

Kate Leggett February 12, 2019
Automation and AI increasingly handle routine tasks. Customer service agents already focus on escalations and exceptions. They need a powerful workspace to empower them to understand their customer, their journey, and their context. They also need to be armed with the right knowledge and data to help solve hard problems. They need to be focused on […]
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