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ustomer Experience
Investigator
Become Your Company’s
Yellow Lime Blueberry Green Apple Red Paprika
Cognitive Dissonance
…is the discomfort experienced when simultaneously holding two or
more conflicting cognitions: ideas, beliefs, values or emotional
reactions. In a state of dissonance, people may sometimes feel
"disequilibrium": frustration, hunger, dread, guilt,
anger, embarrassment, anxiety, etc.
…people have a motivational drive to reduce
dissonance by altering existing cognitions, adding new
ones to create a consistent belief system, or
alternatively by reducing the importance of any one
of the dissonant elements.
Cognitive dissonance
Customers don’t live in
the world you create.
Have you seen it
through their lens?
“Our billing department is great! Bills get sent out
on time like clockwork, and customers get friendly
email reminders.
They are SO on top of things.”
Company Joe
“Our billing department is
great! Billsget sent out on
time like clockwork,and
customersget friendly
email reminders.
We are SOon top of
things.”
Customer Joe
“Their billing department is terrible! They STILL
send my bill to the wrong address and I’ve replied
to several of their emails asking them to change it.
Why can’t they fix it?”
Get to know your
customers.
• Single white male
• Age 41
• Works 48-60 hours/week
• Foodservice Manager, in-house
• Manages 26-50 people
• Focused on profit and time-
efficiency
• Spends more time in the kitchen and
dining room than in the office
• Biggest challenges:
• Not enough office time
• Often blamed for increased
overhead or decreased revenue
NOT
REALLY
Is this your customer?
YES!
Is this your customer?
Ricochet Robert
• 41 years old
• Works crazy hours on salary
• Stays late to finish paperwork and
administrative tasks
• Reads and comments about time
management, employee engagement
and fitness
• Has a budget for software but isn’t sure
what can help him save time
• Goals:
• Automate some of the administrative
and scheduling tasks
• Focus more on developing and
engaging with his crew
• Increase profits and overall efficiency
• Move up to corporate level
management
• Have more personal time to train for
marathon
“I can’t go on being
everything to everyone
at my workplace. They
seem to think it’s OK
because I don’t have a
wife and kids.”
What motivates your customer?
Good content addresses the need.
Customers are quirky and irrational.
Are you speaking their language?
Know the customer
journey.
A Touchpoint (contact point, customer contact, Moment of Truth, point
of contact) describes the interface of a product, service or brand with
customers/users, non-customers, employees and other stakeholders,
before, during and after a transaction. This may be applied in business-
to-business as well as business-to-consumer environments
What IS a touchpoint?
I search from my iPhone
I have a need
I’ve read excellent Yelp reviews
I select this
company
The first bill does not make sense
I start the
relationship
I call the 800 number from the website
• I’m transferred 4 times
• My issue is not resolved
I have a
customer service
issue
I visit my account online
• I can only cancel by telephone
I want to take
my business
elsewhere
Take an inventory from the outside
PURCHASE
Buying/
Onboarding/
Deployment
AWARENESS
Pre-Sale/
Pre-Need
CONSIDERATION
Engagement/
Casual Research
SELECTION
Filling
THE Need/
Comparison
Shopping
SATISFACTION
Expectations Met
LOYALTY
Delight
ADVOCACY
Proactive
Know your journey phases
Awareness
Consideration
Selection
Purchase
Satisfaction
60% - 80% of lost or defected
customers previously claimed to be
at least somewhat satisfied. Bain & Company
Loyalty
Advocacy
80% of today’s marketing reach
comes from amplification through
advocacy. social@Ogilvy
Sales Process
Hiring Process
Internal
Communications
Customer
Communications
Online/Mobile
Experiences
Customer Service
Social Media
Monitoring
Exit Process
Experience
Metrics & KPI
Identify the pieces
Discover Shop Buy Use Renew Depart
Organize and evaluate
• Surveys/verbatims
• Previous mapping results
• Customer anecdotes
• Feedback emails
• Segments and personas
• Online reviews and social comments
Where is there already data?
Directly
Related
•Sales team
•Customer service reps
•Marketing
Indirectly
Related
•Billing and shipping
•IT professionals
•Advertising
Connect your teams.
“It’s always been done this way…”
Map the micro
My product is
missing parts.
I call the number on
the website.
Rep says I called the
wrong number,
transfers me.
Customer service
transfers me to Parts.
My time is running
short.
Music plays while I
wait but CD is
skipping and making
me agitated.
Customer service
puts me on hold.
Parts puts me on
hold again. I’m really
upset now.
Lunch break is over,
still no answer!
Try tomorrow… Last
time I buy from here!
40% of consumers use
online shopping carts
to access items later
using different devices.
25% of online customers
who abandon the sales
process do so because
of poor navigation.
Stay channel-agnostic
Bronto
Baymard Institute
Invite customers into
the process.
Recent Customers
• What works well
• Clues for
improvement
• Quick fixes
• Turning good into
WOW
Lost or Defected
Customers
• Identify serious
problem spots
• Insight on competitors
• Clues for future
innovation
Conduct customer interviews
Stop obsessing over
your brand.
Knowing the true
customer journey is
about OPPORTUNITY
and COST SAVINGS.
Start at
the top
Core
values
Metrics
Five-year results:
•Stock value has grown
~197%
•Customer credits were
reduced by 80%
•$7.5 BILLION USD (~£44.6
Billion) was saved in
customer service
expenses
Create a cross-functional team
$370 Million
in 3 years
Keep investing in the experience
Yellow Lime Blueberry Green Apple Red PaprikaPurple Plum Yellow Bananas Red Apple Green Lime
Relevance is relative
Thank You!
360connext.com
Jeannie Walters
CEO | 360Connext
Jeannie Walters
@jeanniecw
“Creating fewer ruined
days for customers”

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Become Your Own Customer Experience Investigator

  • 2. Yellow Lime Blueberry Green Apple Red Paprika Cognitive Dissonance
  • 3. …is the discomfort experienced when simultaneously holding two or more conflicting cognitions: ideas, beliefs, values or emotional reactions. In a state of dissonance, people may sometimes feel "disequilibrium": frustration, hunger, dread, guilt, anger, embarrassment, anxiety, etc. …people have a motivational drive to reduce dissonance by altering existing cognitions, adding new ones to create a consistent belief system, or alternatively by reducing the importance of any one of the dissonant elements. Cognitive dissonance
  • 4. Customers don’t live in the world you create. Have you seen it through their lens?
  • 5. “Our billing department is great! Bills get sent out on time like clockwork, and customers get friendly email reminders. They are SO on top of things.” Company Joe “Our billing department is great! Billsget sent out on time like clockwork,and customersget friendly email reminders. We are SOon top of things.”
  • 6. Customer Joe “Their billing department is terrible! They STILL send my bill to the wrong address and I’ve replied to several of their emails asking them to change it. Why can’t they fix it?”
  • 7. Get to know your customers.
  • 8. • Single white male • Age 41 • Works 48-60 hours/week • Foodservice Manager, in-house • Manages 26-50 people • Focused on profit and time- efficiency • Spends more time in the kitchen and dining room than in the office • Biggest challenges: • Not enough office time • Often blamed for increased overhead or decreased revenue NOT REALLY Is this your customer?
  • 9. YES! Is this your customer?
  • 10.
  • 11. Ricochet Robert • 41 years old • Works crazy hours on salary • Stays late to finish paperwork and administrative tasks • Reads and comments about time management, employee engagement and fitness • Has a budget for software but isn’t sure what can help him save time • Goals: • Automate some of the administrative and scheduling tasks • Focus more on developing and engaging with his crew • Increase profits and overall efficiency • Move up to corporate level management • Have more personal time to train for marathon “I can’t go on being everything to everyone at my workplace. They seem to think it’s OK because I don’t have a wife and kids.” What motivates your customer?
  • 13. Customers are quirky and irrational.
  • 14. Are you speaking their language?
  • 16. A Touchpoint (contact point, customer contact, Moment of Truth, point of contact) describes the interface of a product, service or brand with customers/users, non-customers, employees and other stakeholders, before, during and after a transaction. This may be applied in business- to-business as well as business-to-consumer environments What IS a touchpoint?
  • 17. I search from my iPhone I have a need I’ve read excellent Yelp reviews I select this company The first bill does not make sense I start the relationship I call the 800 number from the website • I’m transferred 4 times • My issue is not resolved I have a customer service issue I visit my account online • I can only cancel by telephone I want to take my business elsewhere Take an inventory from the outside
  • 23. Satisfaction 60% - 80% of lost or defected customers previously claimed to be at least somewhat satisfied. Bain & Company
  • 25. Advocacy 80% of today’s marketing reach comes from amplification through advocacy. social@Ogilvy
  • 26. Sales Process Hiring Process Internal Communications Customer Communications Online/Mobile Experiences Customer Service Social Media Monitoring Exit Process Experience Metrics & KPI Identify the pieces
  • 27. Discover Shop Buy Use Renew Depart Organize and evaluate
  • 28. • Surveys/verbatims • Previous mapping results • Customer anecdotes • Feedback emails • Segments and personas • Online reviews and social comments Where is there already data?
  • 29. Directly Related •Sales team •Customer service reps •Marketing Indirectly Related •Billing and shipping •IT professionals •Advertising Connect your teams.
  • 30. “It’s always been done this way…” Map the micro My product is missing parts. I call the number on the website. Rep says I called the wrong number, transfers me. Customer service transfers me to Parts. My time is running short. Music plays while I wait but CD is skipping and making me agitated. Customer service puts me on hold. Parts puts me on hold again. I’m really upset now. Lunch break is over, still no answer! Try tomorrow… Last time I buy from here!
  • 31. 40% of consumers use online shopping carts to access items later using different devices. 25% of online customers who abandon the sales process do so because of poor navigation. Stay channel-agnostic Bronto Baymard Institute
  • 33. Recent Customers • What works well • Clues for improvement • Quick fixes • Turning good into WOW Lost or Defected Customers • Identify serious problem spots • Insight on competitors • Clues for future innovation Conduct customer interviews
  • 35. Knowing the true customer journey is about OPPORTUNITY and COST SAVINGS.
  • 36. Start at the top Core values Metrics Five-year results: •Stock value has grown ~197% •Customer credits were reduced by 80% •$7.5 BILLION USD (~£44.6 Billion) was saved in customer service expenses Create a cross-functional team
  • 37. $370 Million in 3 years Keep investing in the experience
  • 38. Yellow Lime Blueberry Green Apple Red PaprikaPurple Plum Yellow Bananas Red Apple Green Lime
  • 40. Thank You! 360connext.com Jeannie Walters CEO | 360Connext Jeannie Walters @jeanniecw “Creating fewer ruined days for customers”

Notes de l'éditeur

  1. Customers don’t live in the world you create. Image: https://www.flickr.com/photos/rlfantasy/4703159475/in/photolist-8aAVst-8aEbsj-aMSQo-8K2TV5-amkPRj-apVS2Q-55LX1n-nzgMcj-isja6v-mq88sx-6GVwfJ-9DunRN-arWjwb-4EntCz-8aAV1i-6vrveG-6c2NHF-kNqTRe-nd1CbB-85eRYf-7KUn7e-7VWovu-7pxXT9-meuVrE-7cLAMR-t54CR-7VXTsc-kNrx4t-dHaFJA-nxMKWf-g2rVZ3-eNrvhm-bUuGqR-b96S8X-7daBNL-fsJ7b4-4Snc2W-8K2Ui7-bQby9g-6X7eqT-7Jzzrs-5J2bE3-8JYR6c-4w7fVZ-6npCve-8K2Tjm-8JZ2DM-nvZSRE-iLVD1b-4Vsvs4
  2. Customers don’t live in the world you create. Image: https://www.flickr.com/photos/rlfantasy/4703159475/in/photolist-8aAVst-8aEbsj-aMSQo-8K2TV5-amkPRj-apVS2Q-55LX1n-nzgMcj-isja6v-mq88sx-6GVwfJ-9DunRN-arWjwb-4EntCz-8aAV1i-6vrveG-6c2NHF-kNqTRe-nd1CbB-85eRYf-7KUn7e-7VWovu-7pxXT9-meuVrE-7cLAMR-t54CR-7VXTsc-kNrx4t-dHaFJA-nxMKWf-g2rVZ3-eNrvhm-bUuGqR-b96S8X-7daBNL-fsJ7b4-4Snc2W-8K2Ui7-bQby9g-6X7eqT-7Jzzrs-5J2bE3-8JYR6c-4w7fVZ-6npCve-8K2Tjm-8JZ2DM-nvZSRE-iLVD1b-4Vsvs4
  3. Customers don’t live in the world you create. Image: https://www.flickr.com/photos/rlfantasy/4703159475/in/photolist-8aAVst-8aEbsj-aMSQo-8K2TV5-amkPRj-apVS2Q-55LX1n-nzgMcj-isja6v-mq88sx-6GVwfJ-9DunRN-arWjwb-4EntCz-8aAV1i-6vrveG-6c2NHF-kNqTRe-nd1CbB-85eRYf-7KUn7e-7VWovu-7pxXT9-meuVrE-7cLAMR-t54CR-7VXTsc-kNrx4t-dHaFJA-nxMKWf-g2rVZ3-eNrvhm-bUuGqR-b96S8X-7daBNL-fsJ7b4-4Snc2W-8K2Ui7-bQby9g-6X7eqT-7Jzzrs-5J2bE3-8JYR6c-4w7fVZ-6npCve-8K2Tjm-8JZ2DM-nvZSRE-iLVD1b-4Vsvs4
  4. Too often, we rely on the obvious without really getting to know the real challenges and goals of our customers. Image: https://www.flickr.com/photos/disneyworldsecets/2831717782/in/photolist-5jei3o-8HNNs4-8HRVKU-8HS2Lo-8HRTxh-8HS2Fd-8HS4j5-8HS43w-8HRWCQ-8HNLon-8HNKYT-8HS3dm-8HS41u-8HRYa5-8HRXZW-8HNNP6-8HRTEw-8HRXyQ-8HNUqa-8HNPAc-8HRVq3-8HRU5h-8HNVcM-8HRUJG-8HS3Ps-8HNMs8-8HRY53-8HNLax-8HRXGq-8HRWas-8HNMJ4-8HNMYF-8HNN9p-8HRUYj-8HNUZ2-8HNLjR-8HRWnN-8HRUyJ-8HNM1g-8HNNF2-8HRWiC-8HS2Yd-8HNQxe-8HRUU3-8HRUDy-8HS34Y-8HNUFZ-8HNPrp-8HNLPX-8HRUNN
  5. Segment>Generic Persona Images: https://www.flickr.com/photos/hills_alive/4330142566/in/photolist-7AD7ws-76WjbN-94fNwW-4mQ92F-93w9ZV-aJzibk-8VnwbK-6mGsHy-7aHTGM-5hVgEs-d6S7eU-hirXo9-72inz3-eiLk8n-3by3ey-aK4SwM-3rRFwh-fbvXfX-ksXPQf-aBiueU-6N3S6o-6f4eMz-fw1kJk-4jh93Q-6bwpFD-ntdRTW-fc6abx-MJpTs-9u7QHB-8R8Mf8-g92wws-g8mDEc-5B7Ypn-bjT8r3-6cgvMH-gJ3RUQ-nA2AqV-mLikEZ-7h9Hbz-kYdJB6-e82UTH-bncXR3-5Hom3K-hEc2Zh-kbTyVR-6zrkLS-4gB2TV-hrWUds-99JLXY-825LjB
  6. Image: OutdoorPDK
  7. Realistic persona Image: https://www.flickr.com/photos/chrishunkeler/10321202476/in/photolist-6mGsHy-7aHTGM-5hVgEs-d6S7eU-hirXo9-72inz3-eiLk8n-3by3ey-aK4SwM-3rRFwh-fbvXfX-ksXPQf-aBiueU-6N3S6o-6f4eMz-fw1kJk-4jh93Q-6bwpFD-ntdRTW-fc6abx-MJpTs-9u7QHB-8R8Mf8-g92wws-g8mDEc-5B7Ypn-bjT8r3-6cgvMH-gJ3RUQ-nA2AqV-mLikEZ-7h9Hbz-kYdJB6-e82UTH-bncXR3-5Hom3K-hEc2Zh-kbTyVR-6zrkLS-4gB2TV-hrWUds-99JLXY-825LjB-8XRVa6-8P9Em-9s6y9F-csunF-aHZ7nR-8uT1f7-cmCa6o
  8. Realistic persona
  9. Realistic persona
  10. If customers don’t get what you’re communicating, they won’t buy. Emails Direct mail Social media engagement Text messages Recorded calls Image: https://www.flickr.com/photos/wfryer/4773103417/in/photolist-8gMpmv-8Bimf-9DnQc2-5aZhk8-7KUn7e-aDXZMj-67ciYj-5aZhoD-b7ntgR-fwkjz8-6ArUFf-bxu6C4-zte1x-dtqGMx-5aZh8D-dtwgcQ-6ArUEN-6ArUJu-dtwfRd-72huET-6ArULj-6AnLyX-9DyKAa-9DqpT9-9kQeW8-9DaiRC-C5kPP-dtqHHa-6pU1DU-6iRixm-8Kn7r-9DaiRs-dtwgmU-PxqzC-7tzhoV-9Tn4x5-7PHSLp-gnC5Xa-aw73R7-dtqGGv-c4XCBU-9pwxZw-6aSxRE-f8iCdQ-8c4krv-dtwgjL-dtqHr6-dtqHUp-dkhuC4-dtwgQC
  11. When considering a CJ, consider the many ways they can leave you. Image: https://www.flickr.com/photos/cosmickitty/144223623/in/photolist-dKbEc-fhZxQ5-5j1Bkx-7yD6Cs-5c3Wcv-6L1Wqg-9k83Dj-6L66Gh-dxomCd-ahy2Qe-7gM3J1-ahy2Xt-ahy36B-4GDHCM-ckSZn1-6A3qbu-a3ZXuZ-56Nkhr-6L266b-6y7NyH-56Nkkx-dKbD8-8MDgF2-8MDgSZ-6RNwZF-5Z6Vt-kcmyG-9F3J9y-dNjnCR-dNpXau-dNpXbG-dNjnBR-dNpXfJ-dNjnvB-dNpXfy-dNjnMk-dNjnLx-8PNR3U-71H8wx-a2xZYe-7zck8K-8Tainx-2eUhfC-9c1RXr-6YbuBZ-dxomdE-6TgWV3-2BR91x-dKbEN-8qHCvs
  12. “Yes and no, Wiki”
  13. Pre-sale, pre-need, first impression
  14. Engagement, casual research
  15. Trial, evaluation, comparison shopping
  16. Buy, onboarding/deployment, post-purchase
  17. Meets expectations, might leave. We know this cocoa was good enough… But was it memorable? What about the service? The convenience?
  18. Delight, testimonial, exceeds expectations- think beyond rewards and incentives towards a memorable experience customers won’t want to do without. This dog is loyal- his owner does not rely on a leash to keep him close.
  19. Proactive, offers feedback, tells others. A study by social@Ogilvy shows 80% of today’s marketing reach comes from amplication through advocacy.
  20. Before starting the mapping process, identify which pieces you’ll really be looking at. These are samples of some of the items you might include.
  21. process-free culture or not, somebody’s written something down somewhere about sales. Find it and see how things are supposed to happen. Image: stock photo
  22. Invite all stake holders to participate Encourage honesty without judgment Discuss what should happen vs. what does happen
  23. Review as a customer would, uncover obstacles that prevail-
  24. Sources: http://www.entrepreneur.com/article/232003# http://www.seoreseller.com/blog/shopping-cart-abandoners-why-you-need-a-cross-platform-ecommerce-strategy
  25. Customers can provide lots of insight, but be careful how you ask. Bribing customers won’t give you honest feedback, and that won’t serve you long-term Image: https://www.flickr.com/photos/mrhayata/5485916984/in/photolist-9mLKZA-6FP2Fu-8GUKN3-ek2e5C-bRKGr-8PTiQU-67nmge-7CMWt2-8BxKVf-7KfPUb-ecXFX3-fabKih-u89aa-8UGZ7y-4oHj2j-fr5suY-2gYAd-8LNtgt-edLetP-dtjmVA-7JywR6-e39fHr-4smEbS-hTqv9V-diYpAL-ebLY3z-BnFwR-cW8pGY-ehTDpH-dQEyg9-6MPMMv-9eD1qv-joWsrB-cRFJ79-ktiJBk-bCBfZq-aJRvhg-cHFuWm-bj4EBk-dccRfy-4ktLY2-7CTLfo-4KvaXV-jsAkkF-6yuD53-e2TVGd-baMH7-7BWCTs-dVmAgY-dizGXp
  26. Note: While your sales person may have checked off “price” as the reason in the sales system, often there’s a bigger dialogue
  27. Narcissus (Greek mythology) was obsessed with and very proud about his beauty, in that he disdained those who loved him. Nemesis noticed this behavior and attracted Narcissus to a pool, where he saw his own reflection in the water and fell in love with it, not realizing it was merely an image. Unable to leave the beauty of his reflection, Narcissus drowned.
  28. Journey mapping and improvement take time. So why go through all of this? Bravery and commitment can yield amazing results… Image: https://www.flickr.com/photos/shellewill79/6420101095/in/photolist-eFaneS-yw4ay-6NNH2B-2htYop-aMjGoc-ffRzN7-d7dnAm-fs9V5P-ev4ddP-dfydV8-7biPgW-4JTZ9-7biPQ9-bvKiL-apBfw8-chXreN-5G7Zxj-5td9nz-7bf8tz-chXqKQ-nkwvVd-6imPcS-nnfQp6-5NAgWW-nkufAv-nkd1vp-fn1WMX-nkufyX-nkufpt-nirQns-bqvfCf-6zgerp-7biPsG-nirQi9-eF49Dp-9vb93L-6eEAAa-5tgk4c-agCWVb-8Dkw8-GrR5A-6TG1CH-4VFY2Y-7biLzQ-nkd1br-eF4c6e-eF4gxH-eFanU9-eF4fU8-fKLfPS
  29. Investing in the experience: Average amount generated by a modest improvement in CX is $370 million over a 3 year period for a $1Billion firm (Temkin Group
  30. Content is a huge part of the journey, but it's only relevant if you are truly seeing things from your customer's perspective