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PRACTICAL APPROACH TO
CUSTOMER EXPERIENCE
Ori Wainshtein
THE AGE OF THE CUSTOMERS IS NOW
Age of
Manufacturing
Age of
Distribution
Age of
Information
Age of
Customers
Until
the
1960’s
Until
the
1990’s
Starting
the
1990’s
NOW
Customer Experience is the Only Competitive Advantage Left
WHAT IS CUSTOMER EXPERIENCE
“Customer experience (CX) is the sum of all experiences
a customer has with a supplier of goods and/or services, over the
duration of their relationship with that supplier. This can include
awareness, discovery, attraction, interaction, purchase, use,
cultivation and advocacy.” (Wikipedia)
Acquire
Onboard
Grow
Retain Customer
Life Cycle
Engagement
Hotspots
CUSTOMER ECO-SYSTEM IS BECOMING COMPLEX
Customer
Support
Customer
Success
Profession
al Services
Partners &
Integrators
Communiti
es &
Social
Self
Service
Sales &
Marketing
Product
Mgmt
Legal
Billing
• Multiple Touch points
• Multiple Conversations
• Lack of Personalization
How do we solve it?
STEP 1 – FROM CURRENT STATE TO STRATEGY
Who are your customers?
What drives brand loyalty?
What is your customer life cycle?
Who owns customer experience?
STEP 2 – MAP THE CUSTOMER JOURNEY(S)
Awareness
Research
Purchase
Onboarding
• What is the customer doing at each stage?
• What actions are they taking to move
themselves on to the next stage?Actions
• Why is the customer motivated to keep
going to the next stage?
• What emotions are they feeling?Motivations
• What are the uncertainties, jargon, or other
issues preventing the customer from
moving to the next stage?Questions
• What structural, process, cost,
implementation, or other barriers stand in
the way of moving on to the next stage?Barriers
STEP 3 – PINPOINT ENGAGEMENT HOTSPOTS
What are
customers
saying/doing?
What are the
outcomes?
Are they
happy?
Is there
anything
missing?
STEP 4 – BUILD YOUR CONTEXT & PERSONALIZATION
FORMULAS
Context = f(Who, When, Where, What)
Who is the
customer?
When is
NOW?
Where in
the
journey?
What is he
doing?
Personalization = f(Size, Role, Product(s), Geo)
STEP 5 – OPERATIONAL ALIGNMENT – THE KEY
ENABLER
• Simple &
Fast
• Make it
work for
you
• Enable,
Educate,
Empower
• Create a
common
language
Culture People
ProcessTechnology
LESSONS LEARNED
• Customer Experience is a mindset before anything else
• Have a clear roadmap, but remain agile and experiment
• Organizational commitment is an important enabler, but
not a show stopper
• Invest in employee experience as much as you invest in
customer experience

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Practical approach to customer experience

  • 1. PRACTICAL APPROACH TO CUSTOMER EXPERIENCE Ori Wainshtein
  • 2. THE AGE OF THE CUSTOMERS IS NOW Age of Manufacturing Age of Distribution Age of Information Age of Customers Until the 1960’s Until the 1990’s Starting the 1990’s NOW Customer Experience is the Only Competitive Advantage Left
  • 3. WHAT IS CUSTOMER EXPERIENCE “Customer experience (CX) is the sum of all experiences a customer has with a supplier of goods and/or services, over the duration of their relationship with that supplier. This can include awareness, discovery, attraction, interaction, purchase, use, cultivation and advocacy.” (Wikipedia) Acquire Onboard Grow Retain Customer Life Cycle Engagement Hotspots
  • 4. CUSTOMER ECO-SYSTEM IS BECOMING COMPLEX Customer Support Customer Success Profession al Services Partners & Integrators Communiti es & Social Self Service Sales & Marketing Product Mgmt Legal Billing • Multiple Touch points • Multiple Conversations • Lack of Personalization How do we solve it?
  • 5. STEP 1 – FROM CURRENT STATE TO STRATEGY Who are your customers? What drives brand loyalty? What is your customer life cycle? Who owns customer experience?
  • 6. STEP 2 – MAP THE CUSTOMER JOURNEY(S) Awareness Research Purchase Onboarding • What is the customer doing at each stage? • What actions are they taking to move themselves on to the next stage?Actions • Why is the customer motivated to keep going to the next stage? • What emotions are they feeling?Motivations • What are the uncertainties, jargon, or other issues preventing the customer from moving to the next stage?Questions • What structural, process, cost, implementation, or other barriers stand in the way of moving on to the next stage?Barriers
  • 7. STEP 3 – PINPOINT ENGAGEMENT HOTSPOTS What are customers saying/doing? What are the outcomes? Are they happy? Is there anything missing?
  • 8. STEP 4 – BUILD YOUR CONTEXT & PERSONALIZATION FORMULAS Context = f(Who, When, Where, What) Who is the customer? When is NOW? Where in the journey? What is he doing? Personalization = f(Size, Role, Product(s), Geo)
  • 9. STEP 5 – OPERATIONAL ALIGNMENT – THE KEY ENABLER • Simple & Fast • Make it work for you • Enable, Educate, Empower • Create a common language Culture People ProcessTechnology
  • 10. LESSONS LEARNED • Customer Experience is a mindset before anything else • Have a clear roadmap, but remain agile and experiment • Organizational commitment is an important enabler, but not a show stopper • Invest in employee experience as much as you invest in customer experience