Category Archives: Customer Experience

The Nuts and Bolts of Journey Maps

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Where People Go Wrong with Journey Maps

by Braden Kelley

Well-crafted journeys look at touchpoints not through the lens of what the organization has built, but through the lens of what the target individuals are looking to achieve. Touchpoints are central to a successful journey map because they are the places where the persona and the organization come together. They are conversation starters. As workshop participants identify touchpoints, they will often also identify pain points and experience improvement opportunities. If they don’t, consider probing to understand either why a particular touchpoint provides such a good experience or to find missed pain points or experience improvement opportunities.

When building the journey, if you find people jumping repeatedly to add ideas for experience improvement and your collection of identified pain points needs to catch up, try asking people to identify what is preventing the achievement of select experience improvements.

In general, it is best to begin a journey mapping session by:

  1. Verifying high-level journey stages
  2. Identifying steps and/or actions in each stage
  3. Finding related touchpoints that occur in each step/action
  4. Capturing where pain points exist
  5. Selecting where improvement opportunities lie

When you reach the end, begin again, and probe to find what is missing. The more complete the download from the group’s collective consciousness across these different categories, the higher the quality of the journey map and the base from which to identify the moments of truth and the persona’s emotional experience along the journey.

Moments of truth can easily be identified too carelessly and broadly, so beware! Moments of truth, by their very definition are those moments that drive purchase, retention, loyalty and word-of-mouth when done well, or their opposite when done poorly.

The Path Forward

Anybody can fill in an empty template and say they have created a journey map, just as anyone can brew beer at home if they buy the equipment and the supplies, but doing so doesn’t make them a brewmaster. Craft matters. Research-informed personas matter. Getting workshop participants deeply immersed into the mindset of the target persona matters. Going beyond what people are doing to what they are thinking and feeling matters. Understanding why we are gathering this set of information for the journey map and why people are adding these particular sticky notes matters. Digging below the surface of what someone has written to understand what they truly mean matters.

Remember, the goal is to build a holistic view of the experience. To do so, we must be exhaustive in our information gathering, intuitive in how we bring it together and deliberate in how we identify what is missing and how to get it. We must be insanely curious about our target persona and unapologetic about trying to make the journey map truly represent the experience of the people it is intended to represent. Tell a story. Bring it to life. And use it to make the persona’s experience great.

Continue reading the rest of this article on HCLTech’s blog

Where People Go Wrong with Journey Maps

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How to Make Your Customers Hate You

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One Zone at a Time

How to Make Your Customers Hate You

GUEST POST from Geoffrey A. Moore

My most recent book, Zone to Win, lays out a game plan for digital transformation based on organizing your enterprise around four zones. They are the:

  1. Performance Zone, where you make, sell, and deliver the products and services that constitute your core business.
  2. Productivity Zone, where you host all the cost centers that support the Performance Zone, functions like finance, HR, IT, marketing, legal, customer support, and the like.
  3. Incubation Zone, where you experiment with next-generation technologies to see if and how they might play a role in your future.
  4. Transformation Zone, which you bring into existence on a temporary basis for the sole purpose of driving a digital transformation to completion.

The book uses these four zones to help you understand your own company’s dynamics. In this blog, however, we are going to use them to help you understand your customer’s company dynamics.

Here is the key insight. Customers buy your product to create value in one, and normally only one, zone. Depending on which zone they are seeking to improve, their expectations of you will vary dramatically. So, if you really want to get your customers to hate you, you have to know what zone they are targeting with your product or service.

To start with, if your customer is buying your product for their Productivity Zone, they want it to make them more efficient. Typically, that means taking cost out of their existing operations by automating one or more manual tasks, thereby reducing labor, improving quality, and speeding up cycle time. So, if you want to make this customer hate you, load up your overall offer with lots of extras that require additional training, have features that can confuse or distract end users, and generally just gum up the works. Your product will still do what you said it would do, but with any luck, they won’t save a nickel.

Now, if instead they are buying your product to experiment with in their Incubation Zone, they are looking to do some kind of proof of concept project. Of course, real salespeople never sell proofs of concepts, so continue to insist that they go all in for the full Monty. That way, when they find out they can’t actually do what they were hoping to, you will have still scored a good commission, and they will really hate you.

Moving up in the world, perhaps your customer has bought from you to upgrade their Performance Zone by making their operations more customer-focused. This is serious stuff because you are messing with their core business. What an opportunity! All you have to do is over-promise just a little bit, then put in a few bits that are not quite fully baked, turn the whole implementation over to a partner, and then, if the stars align, you can bring down their whole operation and blame it entirely on someone else. That really does get their dander up.

But if you really want to extract the maximum amount of customer vitriol, the best place to engage is in their Transformation Zone. Here the CEO has gone on record that the company will transform its core business to better compete in the digital era. This is the mother lode. Budget is no object, so soak it to the max. Every bell, whistle, doo-dad, service, product—you name it, load it into the cart. Guarantee a transformational trip to the moon and back. Just make sure that the timeline for the project is two years. That way you will be able to collect and cash your commission check before you have to find other employment.

Of course, if for some reason you actually wanted your customer to like you, I suppose you could reverse these recommendations. But where’s the fun in that?

That’s what I think. What do you think?

Image Credit: Pexels

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Meeting Expectations Versus Managing Hope

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Meeting Expectations Versus Managing Hope

GUEST POST from Shep Hyken

At a recent customer service presentation, the speaker who preceded me said that we must do better than simply meeting our customers’ expectations, and he shared some stories of truly amazing service experiences. Then it was my turn to speak. I didn’t want to contradict him, but I needed the audience to understand that it is impossible to go above and beyond with customers at every interaction. Sometimes meeting expectations is a perfect experience.

In my customer service keynote speeches, I talk about ‘Managing the Moment’. The idea comes from Jan Carlson, and if you’ve been following me, you will recognize this concept. Every interaction customers have with you or your company gives them the opportunity to form an impression. Understanding this simple idea is a good start to developing and/or maintaining your customer service and CX strategy.

I believe you must manage expectations, and if you are even the tiniest bit above average in doing what customers expect, your customers will love you, give you high ratings, and refer you to their colleagues and friends. The key to being successful with this idea is to be consistent. You want customers to say things like, “They always are knowledgeable,” or “They are always so helpful.” The word always followed by something positive, typically an expectation is what you’re going for.

Shep Hyken Expectations Cartoon

So back to the idea of just meeting expectations. Some people confuse expectations with hope. Here’s what I mean by this. If I call someone for help and leave a message, I expect them to call me back, and I hope they will return the call sooner rather than later.

Let’s say I’m called back within an hour. I’m pleasantly surprised because the person met my expectation of the callback and did it in the timeframe I hoped they would – maybe even a little sooner.

Most customers won’t analyze the experience quite this way, but it is exactly what they want – or hope for. They will, however, notice that the call was returned quickly and may say, “Thanks for calling me back so quickly.” The returned call was expected. The comment about “quickly” indicates their expectations were met or slightly exceeded. And if you do that every time, the customer will use the always when they talk about you and describe the experience by saying, “They always call me back quickly.”

Let’s flip this around. I believe most customers hope for a great experience, but not necessarily an over-the-top or above-and-beyond experience. And based on their typical experience with service laggards, they, unfortunately, don’t have high expectations. So, whenever you meet or just ever so slightly exceed what your customers hope for, you’ve created a positive experience that gets them to say, “I’ll be back!”

Image Credits: Shep Hyken

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Where People Go Wrong with Journey Maps

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Where People Go Wrong with Journey Maps

by Braden Kelley

When it comes to doing great customer experience work on behalf of HCLTech clients, journey maps are foundational. But it is harder to create meaningful, actionable journey maps than people might think. Here are a few ways people stray from the optimal path when it comes to journey maps:

  1. Not creating meaningful personas first
  2. Not talking to their chosen group of people before building personas and journey maps (do your research)
  3. Not validating the high-level journey phases internally and externally before beginning to map
  4. Building a journey map for multiple personas without consciously identifying and understanding the risks
  5. Accepting sticky notes during journey mapping sessions as-is — don’t probe to make sure meanings are clear
  6. Failing to cluster similar sticky notes and request permission to combine where appropriate
  7. Not having workshop participants vote on the importance of touchpoints, the intensity of pain points, and impact of experience improvement opportunities

A journey mapping workshop is an incredible opportunity to surface assumptions, uncover the hidden and build alignment, motivate action and create long-term momentum and commitment for people-centric improvements.

Creating Journey Magic

Improving customer experiences is an investment with real returns. These returns can go beyond the financial into the realm of psychological and social benefits. If you didn’t care about these people, you wouldn’t invest the time (and money) to go beyond your marketing or process funnel-based understanding of them and dive deep to understand what their experience and interactions with your organization really look like in a journey mapping workshop.

A well-researched, lovingly crafted journey map can be a thing of beauty that many organizations share far and wide and even print poster-sized and mount in the hallways of their headquarters so that everyone can remain anchored in the experience of those they serve and laser-focused on the latest experience improvement projects.

Continue reading the rest of this article on HCLTech’s blog

Where People Go Wrong with Journey Maps

Image credits: Pixabay

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An Introduction to Journey Maps

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For Mapping Customer, Employee, Patient and Other Journeys

An Introduction to Journey Maps

by Braden Kelley

Journey maps are a key part of visualizing the experience of a defined group of people. Customers may be the most typically selected group, but many other stakeholder groups are equally valid, including employees, patients, students and partners, to name just a few. This is why it is important to keep the term ‘journey maps’ as generic as possible.

They are incredibly useful for aligning project teams — and even the broader organization — around a shared vision of the journey a critical group of people go through from an agreed starting point to a common ending point. Journey maps also help to identify potential areas of improvement in the pursuit of an increasingly exceptional experience.

A journey map breaks down a journey into a handful of phases (typically 5-9), the steps the target group goes through in each phase and the touchpoints that occur at each step in the journey. Journey maps are the prerequisites for the powerful insight generation and analysis that comes next as you dig into the touchpoints and the relevant pain points and experience improvement opportunities within your working group.

Continue reading the rest of this article on HCLTech’s blog

Image credits: Pixabay

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Simple Sells

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How Simple Can You Make Your Business?

Simple Sells - How Simple Can You Make Your Business?

GUEST POST from Shep Hyken

I love good barbeque. I live in St. Louis, which is famous for some of the best BBQs in the world! Really! We have a number of restaurants that have competed in worldwide competitions and come back with the first-place trophy.

My friend Norman Beck loves BBQ, too. Living in Texas, he’s also exposed to some of the best BBQ in the world, although I’ll argue it’s second to St. Louis. He teased me the other day by sending pictures of dinners featuring brisket, ribs, sausage and delicious side dishes from award-winning Hutchins BBQ in North Texas. He also included a description of its marketing plan.

According to Beck, the marketing plan is simple:

  1. Cook the best BBQ in Texas. My comment: Always do your best. Beck said the owner has one goal, “Be a little better today than you were yesterday.” That’s a great goal. Even if you don’t hit it, trying makes a big difference.
  2. Sell it at a fair price. My comment: A fair price doesn’t mean the lowest price. When you sell a good product, the price is less relevant.
  3. Be nice to everyone. My comment: This is customer service 101. It’s the basics. If you have the best BBQ but treat people with disrespect, you won’t be nearly as successful. And when you combine friendly service with a great product, price becomes even less relevant. People will pay more for the best of both worlds!
  4. Close when you sell out. My comment: I love the law of scarcity. When people know they have to “act now,” or they may miss out, they make more of an effort to do business with you.
  5. Repeat. My comment: If it works, just keep doing it!

The other thing you’ll notice about Hutchins (and most other BBQ restaurants), is they don’t spend a lot of money on ambiance. Many BBQ “joints” have wooden tables and chairs. The restaurants are set for function. In other words, no fancy light fixtures or expensive plates. They keep the place clean, and that’s about it.

The point of all of this is simplicity. You don’t go to a BBQ restaurant unless you want BBQ. The choices are limited, and so are the quantities. The BBQ chefs know how much to prepare every day, and when they run out, they close for the night. Customers know this and don’t expect anything more.

Simple Sells Cartoon by Shep Hyken

Most likely, your business has a few more “moving parts” than a BBQ restaurant. That doesn’t mean you can’t find ways to simplify the customer experience, your internal processes, and more. Go through an exercise in simplification by asking questions like these:

  1. Is any part of the process of our customer experience (or employee experience) redundant?
  2. Is there anything in our process that is unnecessary?
  3. Is every touchpoint our customers experience with us optimized for ease and efficiency?
  4. What could we do to make it easier to do business with us?

Asking questions like these and implementing the answers will help you simplify your business.

Image Credits: Shep Hyken, Unsplash

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How to Create Personas That Matter

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How to Create Personas That Matter

by Braden Kelley

When doing customer experience work, better to create a range of personas based on where potential customer journeys are likely to diverge and what their behaviors and psychology are.

To create more impactful personas, leave out the demographics and instead choose a collection of representative photos (one per persona), name each persona, and create a descriptive statement for each persona. This is enough. And it will leave you more room (and focus) left for the kinds of information that will better help you not just step into the shoes of the customer, but into their mindset as well. This includes information like:

  1. THEIR business goals
  2. What they need from the company
  3. How they behave
  4. Pain points
  5. One or two key characteristics important for your situation (how they buy, technology they use, etc.)
  6. What shapes their expectations of the company

Focusing more on what the customers think, feel and do will enable your customer experience improvement team to better understand and connect with the needs and motivations of the customers, their journey and what will represent meaningful improvements for them.

Continue reading the rest of this article on HCLTech’s blog

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Learning From the Customer Service Debacles of Others

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Learning From the Customer Service Debacles of Others

GUEST POST from Shep Hyken

In 1996 the U.S. hosted the Summer Olympics. I’ll never forget reading about this story. Wade Miller, a Santa Fe, New Mexico, resident, tried to buy tickets to the volleyball match from the Summer Olympics ticket office in Atlanta. When the agent found out he lived in New Mexico, she refused to sell him a ticket, claiming she couldn’t sell tickets to anyone outside the United States. He appealed to the agent’s supervisor, who also believed that New Mexico was not part of the United States, even though New Mexico became the 47th state in 1912.

There is a happy ending to the story. Miller eventually bought tickets, and Scott Anderson, managing director of the games, promised it wouldn’t happen again. He said, “Obviously, we made a mistake, and we want to apologize to everybody out in New Mexico. The good news is that of all the mistakes we could make, this one is at least easily fixable.”

And there is a similar story that happened just a few weeks ago. A Puerto Rican family traveling from the United States to Puerto Rico was denied boarding a plane because their infant child did not have a U.S. passport. Despite the family pleading their case, the most the agent offered to do was refund the ticket or reschedule them to a later flight after they could acquire a passport for their child. The family eventually walked over to the JetBlue ticket counter, where they were told what they already knew: passports are not required to travel between the U.S. mainland and U.S. territories, such as Puerto Rico.

Shep Hyken Communication Failure Cartoon

From these stories – and there are plenty more just like them – here are three (3) lessons we can take away:

1. Customer Service Training: Many problems can be avoided with good customer service training. There is the soft-skill side of customer service, being friendly and empathetic. Then there is the technical side that covers anything specific to what the company does, which can include basic geography. That makes me wonder, how can someone in the airline industry not understand the requirements for different countries – or at least know where to go to get the correct information?

2. It’s Okay to Get Help: If a customer and agent are at an impasse that doesn’t look like it can be resolved, the agent needs to know when to say, “I’ll be right back,” and find someone who can help. It’s okay to get help!

3. Recovery is Key: While not part of these two stories, it’s still important to recognize that how someone apologizes, and the actions they take do two things. First, it shows empathy and care for the customer and the situation. Second, when the problem is resolved to the customer’s complete satisfaction, it may renew the customer’s confidence in the company to come back next time.

There are more lessons and examples like these. I wanted to share these two for two reasons: one, they are entertaining examples that not only make you smile but also make you think. And two, it proves a point that I often make: common sense isn’t always so common!

Image Credits: Shep Hyken, Unsplash

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Customer Experience Personified

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Customer Experience Personified

by Braden Kelley

When it comes to doing great customer experience work on behalf of HCLTech clients, personas are foundational. But it is harder to create meaningful, actionable personas than people might think.

An Introduction to Personas

Personas are a key part of bringing the customer experience, and the customer, to life. Personas set the stage for the activity that most people associate with customer experience work – the journey map. But for most organizations, not all customers have the same journey. So, it is important to identify the relevant and distinct customer groupings that it is critical to build personas for. Personas serve a number of important functions:

  1. Validate customer segments are sufficiently different from each other
  2. Capture key details about each customer segment on a single page
  3. Serve as a quick reference for the chosen customer segment(s)
  4. Visualize each customer segment as a representative individual people can relate to
  5. Empower people to put themselves in the customer’s shoes (and ideally – their mindset)

For optimal results, personas should be built AFTER conducting research to better understand the customer’s experience via interviews, focus groups, and panels directly with customers across a range of customer sizes and types to understand where their journeys, needs and expectations diverge.

Continue reading the rest of this article on HCLTech’s blog

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Making Your Customer the Hero

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Making Your Customer the Hero

GUEST POST from Shep Hyken

“What we say doesn’t matter. What our customers say is what matters!”

Those are the words of Ragy Thomas, founder and CEO of Sprinklr, a customer experience software platform used by an incredible list of clients that includes nine of the 10 most valuable brands in the world and whose mission is to enable every organization on the planet to make their customers happier.

I had the chance to interview Thomas at a recent conference in Dubai. We began by discussing the company’s vision, which he conceived in 2009 and is just as appropriate today as it was back then: To be the world’s most loved enterprise software company.

Now, that’s a pretty lofty vision, and I love it. Some might even refer to it as a goal. I can envision Sprinklr’s leadership team meeting to discuss new ideas and products and how this vision might come up in the discussion. I can picture Thomas asking the question behind his vision, “Is what you’re proposing going to help us continue to be the most loved enterprise software company in the world?”

Phrasing the vision in the form of a question can help reveal the opportunities and pitfalls of a new idea. It’s obvious that if the answer is “No,” the discussion changes the approach to the new idea. It could even stop the discussion altogether. But if an idea is in sync with the vision, the question fuels the conversation.

So, how do you define what customers love? The answer comes in the form of feedback. And here is where Thomas shared another concept: The customer is always the hero.

Specifically, Thomas referred to how Sprinklr gets feedback and sums it up by saying, “What we say doesn’t matter. What our customers say is what matters.”

So, I asked, what kind of feedback works? I was surprised to hear Thomas stays away from the Net Promoter Score (NPS) question, which is: On a scale from zero to 10, what’s the likelihood that you would recommend us to a friend or colleague? Thomas said, “The NPS question makes the company the hero. It is a little presumptuous to be asking customers if they would recommend us, which means we get to be the hero again.”

Of course, Thomas would love for customers to recommend them, but he wants the focus to be 100% on the customer. He wants to make them the heroes, and what he cares about is knowing the customer is happy. It’s that simple, which is why he believes the right question for Sprinklr is: On a scale of one to 10, how happy are you with us?

So, if a customer rates the Sprinklr product and experience as any number less than 10, there is a follow-up question: What three things could we do to get you to give us a 10?

And if you didn’t already notice, the customer’s happiness is tied to their vision. They want their customers to love the company, so much so that Thomas believes that a score of 10 is the only acceptable score. If the customer were to rate them less than a nine or 10, Thomas and his team want to know why and what they can do to improve the product or experience.

Some may argue that any simple feedback question similar to NPS, CSAT or any other rating gives you a base to know the overall customer sentiment. I don’t disagree, but I do like that Thomas and his team are purposeful about always putting the customer first and their desire to get them to love Sprinklr at the center of the conversation. In the end, it may not matter what words Sprinklr uses to create feedback questions. What matters is knowing that they are achieving their vision, which is worth repeating: To be the world’s most loved enterprise software company.

This article originally appeared on Forbes.com

Image Credit: Pixabay

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