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C HAPT ER ONE
07 Great Customer Experience Is the Cost of Doing Business
C HAPT ER T WO #1
09 Social Is the Playing Field for Customer Experience
C HAPT ER T HREE
12 CEOs Need to Get On Board
C HAPT ER F OUR
15 The Essential Elements of Great Customer Experience
19 Conclusion
INTRODUCTION
17 Experts on What
It Takes to Master
Customer Experience
Until a few years ago, great customer experience was a bonus – something
that people appreciated (but didn’t expect) when dealing with a company.
Today, it’s frustrating when a cab, beckoned with the swipe of a finger,
arrives two minutes later than expected.
Global Strategy Director of Edelman Digital, Jay Baer, CSP has spent 23 years in digital marketing On the frontlines of live video online since 2008, Joel
David Armano is recognized as an active practitioner and customer experience, consulting for more than Comm is the leading voice in live video marketing.
and influential authority in digital marketing, social 700 companies during that period, including 32 of the Whether using tools such as Facebook Live, Periscope,
media and business strategy with an organic Fortune 500. His current firm—Convince & Convert— Instagram or Snapchat to broadcast a clearly defined
following on social channels exceeding 85,0000. provides digital marketing advice and online customer message to a receptive audience or leveraging the
He has contributed to a variety of outlets including service advice and counsel to some of the world’s power of webinar and meeting technologies such as
Harvard Business Review, Ad Age, Forbes, World most important brands including The United Nations, Belive.tv or Crowdcast.io, Comm’s tested strategies
Business Forum and TED amongst others. Allstate, Cisco, and Cabela’s. make him an in-demand speaker and consultant for
brands both large and small.
Having worked in the corporate world for 20+ years Annette Franz is Founder/CEO of CX Journey Inc., a Ann Handley is a Wall Street Journal best-selling author,
and having held various positions from accounting and boutique consulting firm specializing in helping clients keynote speaker and the world’s first Chief Content
supply chain management to marketing, Pam Didner ground and frame their customer experience strategies Officer. Handley speaks and writes about how you
has a holistic view of how a company runs. She thinks in/via customer understanding. Her passion lies in can rethink the way your business markets. Cited in
strategically and then translate the big picture into teaching companies about customer experience Forbes as the most influential woman in Social Media
actionable plans & tactics. Her book “Global Content and helping them understand the importance of and recognized by ForbesWoman as one of the top 20
Marketing” is the first marketing book to offer a the employee experience to a great customer women bloggers, she is the Chief Content Officer of
complete process to scale content around the world. experience. Franz has 25 years of experience in the MarketingProfs, a training and education company with
customer experience space, helping companies the largest community of marketers in its category.
improve customer satisfaction and retention as well
as the employee experience.
Jackie Huba is the best-selling author of three books Shep Hyken is a customer service and experience Mitch Joel is President of Mirum—a WPP owned
on customer loyalty. Her most recent book is Monster expert and the Chief Amazement Officer of Shepard digital marketing agency (formerly Twist Image).
Loyalty: How Lady Gaga Turns Followers into Fanatics, Presentations. He is a New York Times and Wall Street Marketing Magazine dubbed him the “Rock Star
which outlines how the pop star has built a legion of Journal best-selling author and has been inducted of Digital Marketing”and called him, “one of North
loyal fans and the lessons that business can use to build into the National Speakers Association Hall of Fame America’s leading digital visionaries.” Joel is a past
their own loyal customers. Through her consulting, for lifetime achievement in the speaking profession. Chairman of the Board of Directors of the Canadian
Huba has helped leading companies such as Discovery Marketing Association and a former Board Member
Communications, Whirlpool, Dell, and Kraft to create of the Interactive Advertising Bureau of Canada
more loyalty in their customer base. and Postmedia.
jaimy jeremiah
szymanski owyang
Jaimy Szymanski and Jeremiah Owyang are analysts at
Kaleido Insights, a research and advisory firm based in
San Francisco. Owyang focuses on how new technologies
impact business models and how corporates must
innovate, and Szymanski specializes in research on the
impact of technology on customer experience and
digital transformation.
JACKIE HUBA
I think that customers are conditioned to have
SHEP HYKEN low expectations about customer experience,
The reason customer experience is an effective even as they become more connected and
marketing tool is because you’re making a powerful through social. If a brand can stand
customer say “wow, I want to keep doing business out through the level of service it provides, it
with that company.” But more importantly, will give people a reason to talk about it. It’s
when you deliver an amazing experience, you a huge opportunity.
get people talking about you – word of mouth
marketing. Testimonial and influencer marketing MITCH JOEL
are so powerful because they allow people to We’re all part of a decentralized, connected
talk about how great a brand is, and that’s a lot network that allows all consumers to access
more trustworthy than what a brand says itself. information they’ve never had before. You used
to walk into a store and say, “What’s the best
DAVID ARMANO bed?” – and the retailer would walk you through
Marketing is the customer experience and a certain distribution channel, or offer whatever
customer experience is marketing. It’s been was being promoted. Now you may walk into
well reported that the role if the CMO isn’t just that same retailer, but you’ll ultimately order
relegated to advertising or traditional marketing, online using a lot more information.
and social media has accelerated the marriage
of these things. Brands are harnessing marketing
Some focused on how the customer journey – and thus the tools brands
use to manage it – will become more and more steeped in social platforms.
Others spoke about the need to reach a customer base that increasingly
expects super-responsive and easily-accessible 24/7 on-demand help.
At the center of all the insights, however, emerged one undeniable truth:
the future of customer experience is going to play out on social.
10 | SOCIAL IS THE PLAYING FIELD FOR CUSTOMER EXPERIENCE
JASON MILLER
As attribution models become more sophisticated,
businesses will find ever-more robust ways to
link their content and social media marketing
to different stages of the customer journey –
and ultimately, to revenues. They will have a far
clearer sense of what works and what doesn’t.
DAVID ARMANO
I think one of the biggest shifts that’s still playing
out is the “on demand” mentality that customers
have. We are LITERALLY being conditioned to
get what we want, how we want it, where we
want it – all in record time. The “On Demand
Consumer” is a very real thing and only evolving
as technology evolves. Today and in the near
tomorrow, brands will still need to grapple with
their response time, quality of response, and
the ability to almost anticipate a consumer need
before they know it.
JOEL COMM
In my own experience, the brands engaging
on social are the ones who are winning. It’s
important for a brand to recognize when
it’s made an error, to fix it, and to close the
matter via social. The moment a company
doesn’t properly handle a problem over social,
and it starts going viral, that’s when you have
a problem.
While countless brands tout their commitment to keeping customers happy, many
of the influencers we spoke with believe that executives – and CEOs in particular –
have been slow to recognize the immense importance of customer experience.
For the most part, respondents agreed that while executives may acknowledge
the need to provide great experiences, few are actually embedding this objective
into the DNA of their companies.
13 | CEOS NEED TO GET ON BOARD
JASON MILLER
One of the areas that you see this in B2B is the
priority now attached to sales and marketing
alignment. LinkedIn research shows that one of
the key drivers of this change is the recognition
that poor customer experience has a direct impact
on the bottom line. That’s why it’s so important
to break down siloes, and prioritize the overall
customer experience rather than each department
simply focusing on its own targets. We found
businesses that invested in deeper customer
understanding were significantly more successful
in bringing sales and marketing together.
SHEP HYKEN
I’ve heard many executives talk about how they
made this transition from chasing revenue
numbers to chasing customers and giving them
what they want. When brands create the value
proposition that’s so focused on the customer,
the customer has a hard time not wanting
to do business with them.
#1
Today’s consumers expect brands to reach them on their preferred channel,
with the right message, on their terms. And they expect this level of service 24/7.
In order to survive in this new world, brands have no choice but to meet these
heightened demands.
When it came to laying out what brands must do to provide stellar customer
experiences, our respondents offered a notable range of responses.
Some took a somewhat philosophical bent, arguing that brands must go back to
basics and identify what they stand for while understanding the true purpose of the
products they provide. Others offered more expressly actionable advice, calling for
brands to improve their employees’ access to customer data and connect disparate
departments to provide a more holistic, consistent customer experience.
16 | THE ESSENTIAL ELEMENTS OF GREAT CUSTOMER EXPERIENCE 16
MITCH JOEL
The beautiful thing about new digital channels
and technologies is that they allow hyper-
personalization. The way brands used to future-
proof was, say, advertise every Thursday at
8:00pm across all the major networks, run ads
in top newspapers, and have a flagship store
in Times Square. That’s all been upended.
SHEP HYKEN
Well, everybody is focused on customer loyalty,
and when you think about customer loyalty, you
think about it being a lifetime customer. I think
that is a pretty daunting goal to have – it’s a great
goal, it’s a worthy goal – but what I suggest to
my clients is stop thinking about a lifetime and
start thinking about the next time. When you
focus on the next time every time, you focus on
the moment – on that customer, that particular
interaction – and the only way you’re gonna get
people to talk about you is to manage each and
every one of those interactions to a point where
they go, “I’m coming back.”
Sources:
Gartner https://www.gartner.com/smarterwithgartner/customer-experience-battlefield/JM
1
Zendesk: https://www.zendesk.com/resources/the-impact-of-customer-service/
2
McKinsey: https://www.mckinsey.com/global-themes/customer-experience
3
Accordingly, we hope the insights and advice collected above will continue
to provide all brands with a way to think about – and ultimately improve –
the customer experiences they provide.
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