Kate Leggett

Vice President, Principal Analyst

Forrester Bio

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Blog

The Rise Of Industry Cloud Business Applications

Kate Leggett June 30, 2021
Verticalization is back! Why? Horizontal business applications — as mature as they are — don’t fully support industry-specific workflows that span the front and back office. Manufacturers must track projects, schedules, time sheets, and labor efficiencies that are not core to customer relationship management (CRM) or inventory management. Healthcare providers must manage a patient’s health […]
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Blog

There’s A New Forrester Wave™ For Sales Force Automation — And The Leaders Embody Current Sales Trends

Kate Leggett April 21, 2021
COVID has upended business as we knew it, and sales organizations have felt this impact. Almost half of B2B US companies have slashed their sales teams. Sellers work from home, over digital channels, and sales managers have become much more data-driven and focused on post-sale engagement to preserve and grow revenue. There’s a much-needed increased […]
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Blog

Microsoft Doubles Down On Healthcare And Conversational AI With $19.7B Purchase Of Nuance

Daniel Hong April 15, 2021
Earlier this week, Microsoft announced its intent to acquire Nuance for $19.7 billion in its second-largest acquisition after LinkedIn. For the past 15 years, Nuance has been the largest independent speech recognition vendor servicing healthcare and enterprise customer service markets. With this acquisition, Microsoft gets serious healthcare chops, an arsenal of conversational AI assets (including […]
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Blog

Three Key CRM Trends In 2021 That Will Allow You To Better Engage Your Customers

Kate Leggett April 1, 2021
For a 30-year-old technology category, it is amazing to see the CRM (customer relationship management) industry continue to grow at a staggering rate. Why? Because CRM is at the heart of every business that wants to compete on customer experience. It enables companies to access 360-degree views of customers in real time to drive reliable, […]
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Blog

Genesys To Acquire Bold360 — Heating Up The Battle For Digital Channel Dominance

Kate Leggett March 18, 2021
Few companies deliver great service because of the disjointed and overly costly tech ecosystem. Today, you need: Queuing and routing technologies to capture voice, digital, and social inquiries and route them to the right agent pool. Workforce optimization technologies to manage agent staffing, monitor the quality of service that they deliver, and coach them. Customer […]
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Blog

Adopt Three Practices To Boost Resiliency For Customer Service

Kate Leggett February 15, 2021
Organizations that can rapidly react to changing customer behavior will lead. Those that struggle to meet the demands of this altered economy will fall further — if not entirely — behind.
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Blog

How Customer Service Can Emerge Stronger From The Pandemic In 2021

Kate Leggett January 27, 2021
The pandemic exposed some gaping holes in customer service technologies and processes. Learn the three key areas where customer service organizations should focus in the year ahead.
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Blog

Customer Service Technologies Are Variably Effective: Know Your Options

Kate Leggett January 19, 2021
The pandemic has elevated the importance of the customer service organization — and uncovered gaping holes in customer service processes and technologies. Read three key takeaways from our recent survey into customer service tech.
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Blog

Facebook Looks To Monetize Messaging By Acquiring Kustomer And Extending Into Customer Service

Kate Leggett December 3, 2020
Facebook announced its intention to acquire Kustomer for $1 billion, adding digital customer service to its portfolio. Why the focus on customer service? It’s because customers hold the power in interactions with companies. Customers demand easy, effective service that values their time and provides them with personal experiences that are in context of their actions. They increasingly use self-service and digital channels to interact with […]
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Blog

Salesforce Picks Up (The) Slack To Extend CRM’s Reach Into Collaboration But Won’t Dethrone Microsoft Teams

Kate Leggett December 1, 2020
Find out how Salesforce plans to use the $28B buy to extend the reach of its CRM platform.
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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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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

Beware Of The Confusion: VoC Solutions Deliver More Horsepower Than What CRM Can Do

Faith Adams February 25, 2020
Learn how the various solutions in the CX world can and should work together.
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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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