The Future of VoC: Insight & Action, Not Feedback

The vendor market for Voice of the Customer (VoC) products and services has been heating up, with numerous acquisitions and mergers. All of this is happening as companies are trying to figure out how to run successful VoC programs. It appears that we on the verge of the next stage in evolution for VoC. So I decided to step back and look at the overall market.

VoC Programs Need To Grow Up

Our research shows that nearly three-quarters of large companies rate their voice of the customer (VoC) programs as being successful (only 8% say that they’ve been unsuccessful). That’s great—infusing almost any type of customer insights into a business can add value. 

Level of Maturity for Voice of the Customer (VoC) Programs in Large Enterprises

However, companies aren’t close to reaching their full potential. Only 14% of companies have reached the the two highest levels of Temkin Group’s VoC Maturity Model.

One of the reasons for this immaturity is a simple fact: creating and managing great VoC programs isn’t easy. They take significant leadership commitment and a  variety of expertise. In many cases, however, companies don’t redesign their approach to customer insights, they simply end up updating and automating many of their historical practices.

The big change for VoC programs is that they must focus more on enabling action across their organization. We found that only 24% of large firms think they are good at making changes to the business based on the insights. For VoC programs to fully mature, they need to become hyper-focused on generating insights in the right form at the right time to help people across their organizations make better, more informed decisions.

As if that’s not enough to work on, companies will need to address Six Customer Insight Trends that will reshape VoC programs: 1) Deep Empathy, Not Stacks of Metrics; 2) Continuous Insights, Not Periodic Studies; 3) Customer Journeys, Not Isolated Interactions; 4) Useful Prescriptions, Not Past Descriptions; 5) Enterprise Intelligence, Not Customer Feedback; and 6) Mobile First, Not Mobile Responsive.

VoC Vendors Need To Grow Up

In 2010, I rejected the label “Enterprise Feedback Management (EFM)” that was being used to describe vendors that provided technology and services for VoC programs. Instead of EFM, I labeled them as Customer Insight and Action (CIA) Platforms and here’s why:

To some degree, surveying functionality is becoming a commodity. Organizations are recognizing that feedback is not valuable on its own; it only becomes valuable when it’s used as an input to insights which drive some type of action. So the focus is no longer on feedback, but on insight and action. Hence, Customer Insight and Action (CIA) Platforms.

Fast forward to 2018 and I think that CIA Platforms is still the correct name for these offerings (from vendors such as Confimit, InMoment, MaritzCX, Medallia, and Qualtrics). They continue to evolve towards this description I used in 2010:

CIA Platforms need to support closed-loop voice of the customer (VoC) programs that are going beyond structured, solicited feedback (traditional surveys). With the maturing of text analytics and the rise of social media, companies are increasingly mining insights from unstructured, unsolicited feedback like customer comments on surveys, notes and verbatims from contact center conversations, inbound emails, online chats, social media sites, customer feedback comments, etc

But new channels of feedback (also called “listening posts”) are not the only element that distinguishes CIA Platforms from their predecessors. These applications also provide actionable insights by:

  • Incorporating non-feedback data like customer profiles and transactional history
  • Distributing tailored, contextual insights across an organization
  • Providing alerts based on specific criteria
  • Supporting workflow associated with taking action based on the insights
  • Integrating with other applications like CRM and workforce management

Next Generation CIA Platforms

Okay, so we got that right eight years ago. What’s next? Here’s where I think the market is heading for enterprise CIA Platforms:

  • Advanced analytics. We’ll see a considerable increase in the use of predictive analytics and the use of speech analytics to unlock insights from invaluable contact center conversations.
  • and way smarter analytics. The current set of analytics are mostly designed for analysts to uncover insights, but we’ll see more “packaged” analytics that mask complexity to provide tailored recommendations that improve high-impact decisions across the enterprise.
  • More focus on casual users.The days of generic metrics and dashboards will hopefully be a thing of the past. The information provided to people will be specific to their roles, and will proactively highlight the information that they need to know. It may take the form of highly customized dashboards, but it could also be a monthly infographic that can be posted in the lunchroom for hourly workers.
  • Less surveys, but more data. We already see in our research that organizations are becoming less reliant on surveys. This feedback will become less about understanding what’s being said by individual customers, and more about using the insights in predictive models to extrapolate what it might mean across entire segments of customers. This will require companies to integrate feedback with lots of customer data from other systems.
  • More selective, targeted feedback. Companies will get better at strategic sampling. What is this? Being smarter about who they get feedback from and when they get that feedback. The current approach of trying to hear from as many customers a possible in as many places as possible is conceptually attractive, but it’s an inefficient use of internal resources, and it puts a strain on an even more important commodity—customers’ time and attention.
  • Easier to use, but less “self-service.” In many cases, large enterprises lack the internal skills and know how to create and sustain a strong VoC program. While the technology platforms will continue to become easier for companies to administer and use without vendor support, strong VoC programs will increasingly recognize the need to tap into externally provided support across a number of areas, including:
    • Program setup
    • Data management
    • Sampling strategies
    • Dashboard design
    • Analytics
    • Insight distribution
    • Operational redesign

The bottom line: VoC programs and vendors need a makeover.

Free eBook: The 6 Laws Of Customer Experience

Download free Temkin Group eBook, The Sx Laws of Customer ExperienceThis is an update to the original eBook that was published in 2008. It has been downloaded and read by tens of thousands of people around the world and is likely one of the most-read documents ever published on the topic of customer experience.

So enjoy the updated eBook: The 6 Laws Of Customer Experience: The Fundamental Truths That Define How Organizations Treat Customers

Download free eBook: The Six Laws of Customer Experience

Just like the three laws that govern all of physics, there are a set of fundamental truths about how customer experience operates. This eBook outlines the following 6 laws of customer experience:

  1. Every interaction creates a personal reaction.
  2. People are instinctively self-centered.
  3. Customer familiarity breeds alignment.
  4. Unengaged employees don’t create engaged customers.
  5. Employees do what is measured, incented, and celebrated.
  6. You can’t fake it.

The bottom line: To understand CX, you must first understand these laws.

NOTE: CX Institute’s CX Fundamentals eLearning module provides online training for employees across an organization to learn and apply these laws, helping organizations to become more customer-centric.

Report: Lessons in CX Excellence, 2018

Download Temkin Group research report, Lessons in Customer Experience Excellence, 2018We just published a Temkin Group report, Lessons in CX Excellence, 2018. The report provides insights from six winners in the Temkin Group’s 2017 CX Excellence Awards. The report, which has more than 70 pages of content, includes an appendix with the finalists’ nomination forms. This report has rich insights about both B2B and B2C customer experience.

Here’s the executive summary:

This past November, we named six organizations the winners of Temkin Group’s 2017 Customer Experience Excellence Award – AARP, Allianz Worldwide Partners, Century Support Services, Nurse Next Door Home Care Services, Reliant, and Sage. This report:

  • Highlights specific examples of how these companies’ customer experience (CX) efforts have created value for both their customers and for their businesses.
  • Describes winners’ best practices across the four customer experience competencies: purposeful leadership, compelling brand values, employee engagement, and customer connectedness.
  • Includes all of the winners’ detailed nomination forms to help you collect examples and ideas to apply to your own CX efforts.

Download report for $195
Purchase and download Temkin Group research report, Lessons in Customer Experience Excellence, 2018

Here are some highlights from the winners: Read More …

Report: The State of CX Metrics, 2017

Purchase and download report: State of Customer Experience (CX) MetricsWe published a Temkin Group report, The State of CX Metrics, 2017.

Temkin Group surveyed 169 companies to learn about how they use customer experience (CX) metrics and then compared their answers with similar studies we’ve conducted annually since 2011. We also had them complete our CX Metrics Program Assessment that evaluates the degree to which these efforts are Consistent, Impactful, Integrated, and Continuous.

Here are some of the highlights:

  • Only 11% of CX metrics programs received “strong” or “very strong” ratings, while 64% of companies received “weak” or “very weak” ratings. Only one out of five companies earned at least a moderate rating for being Integrated.
  • Sixty-five percent of companies are good at collecting and calculating metrics, but less than 20% are good at using analytics to predict future changes in the CX metric.
  • Satisfaction and likelihood to recommend remain the most popular CX metrics, with satisfaction at a transactional level delivering the most positive impact.
  • Only 10% of companies always or almost always make explicit tradeoffs between CX metrics and financial results.
  • Companies identified the lack of taking action based on CX metrics as a top obstacle to their programs. The identification of this as a top problem increased the most between 2016 (54%) and 2017 (62%).
  • We asked companies about their effectiveness at measuring 19 different elements of customer experience. They are most effective at measuring customer service, phone interactions, and customers who are using their products and services. They are least effective at measuring the experiences of prospects, customers who have defected, and multi-channel interactions.
  • When we compared companies with stronger CX metrics programs with those with weaker efforts, we found that the stronger firms have better overall CX results, more frequently use and get value from likelihood to recommend metrics, and report fewer obstacles.

Download report for $195
Purchase and download report: State of Customer Experience Metrics

Here are the results from Temkin Group’s CX Metrics Program Assessment:

Download report for $195
Purchase and download report: State of Customer Experience Metrics


Report Outline:

  • How Companies Are Using CX Metrics
    • Effectiveness of Measuring Different Customer Experiences
  • Competency & Maturity of CX Metrics Programs
    • Temkin Group’s CX Metrics Competency and Maturity Assessment
  • Examining Stronger CX Metrics Programs
  • Assess and Improve Your CX Metrics Programs
    • Build A Strong CX Metrics Program in Five Steps

 

Figures in the Report:

  1. Effectiveness of Components of CX Metrics Programs
  2. Effectiveness of Components of CX Metrics Programs (2015 to 2017)
  3. Use of CX Metrics (2015 to 2017)
  4. Effectiveness of Components of CX Metrics Programs
  5. Effectiveness of Components of CX Metrics Programs (2015 to 2017)
  6. Elements of CX Metrics Programs
  7. Elements of CX Metrics Programs (2015 to 2017)
  8. Problems With CX Metrics Programs (2015 to 2017)
  9. CX Measurement Across The Customer Lifecycle
  10. CX Measurement Across Different Types of Customers
  11. CX Measurement Across Different Types of Customers
  12. CX Measurement Across Different Elements of Experience
  13. CX Measurement Across Different Elements of Experience
  14. Temkin Group’s CX Metrics Program Assessment
  15. Results From Temkin Group Assessment of CX Metrics Programs
  16. Comparing Strong and Weak CX Metrics Programs: Customer Experience and Business Performance
  17. Comparing Strong and Weak CX Metrics Programs: Metrics Tracked
  18. Comparing Strong and Weak CX Metrics Programs: Successful Use of Metrics
  19. Comparing Strong and Weak CX Metrics Programs: Measurement Effectiveness
  20. Comparing Strong and Weak CX Metrics Programs: Obstacles to Success
  21. Percentiles of Results From Temkin Group CX Competency Assessment
  22. Five Steps For Building a Strong CX Metrics Program

Download report for $195
Purchase and download report: State of Customer Experience Metrics

Report: Five Steps For Building A Strong CX Metrics Program

Five steps for building a customer experience metrics programWe published a Temkin Group report, Five Steps For Building A Strong CX Metrics Program.

A robust customer experience (CX) metrics program allows an organization to systematically measure the quality of the experience it delivers to customers and provides insights that help companies spot improvement opportunities, prioritize investments, track CX progress, and unify the organization around a common goal. Despite these benefits, few organizations have actually built a strong metrics program. In this report, we provide a blueprint that organizations can follow to create an actionable CX metrics program. Here are some highlights:

  • Temkin Group has identified five steps an organization must go through to create a strong CX metrics program: 1) Determine a Core CX Metric, 2) Set Achievable Goals, 3) Identify Key Drivers, 4) Establish Key Driver Metrics, and 5) Make the Suite of Metrics Actionable.
  • To illustrate what these steps should look like, we share nearly 30 best practices from companies including Brainshark, Caesars Entertainment, Ciena, Cisco, Horizon BCBSNJ, Oxford Properties, and Wyndham Worldwide.
  • We provide an assessment companies can use to both evaluate the effectiveness of their CX metrics program and identify where to focus improvement efforts.

Download report for $195
Buy a customer experience metrics report

Here are the best practices highlighted in the report:

Examples of 5 Steps for An Actionable CX Metrics Program

Download report for $195
BuyDownload3


Report Outline:

  • Customer Experience Metrics Need a Makeover
  • The Essence of a Strong CX Metrics Program
  • Five Steps for Creating a Strong CX Metrics Program
    • Step #1: Determine a Core CX Metric
    • Step #2: Set Achievable Goals
    • Step #3: Identify Key Drivers
    • Step #4: Establish Key Driver Metrics
    • Step #5: Make the Suite of Metrics Actionable
  • Assess Your CX Metrics Program

 

Figures in the Report:

  1. Problems With CX Metrics Programs
  2. Effectiveness of Component of CX Metrics Programs
  3. Best Practices Across Consistent, Impactful, Integrated, & Continuous
  4. Best Practices Across the Five Steps
  5. How to Craft a Strong Core CX Metric
  6. Use of CX Metrics (2014 to 2016)
  7. Ciena’s Approach to Identifying a Core CX Metric
  8. Tools for Identifying Key Drivers
  9. Examples of Company’s Suites of Metrics
  10. Types of Key Driver Metrics
  11. Ciena’s Inside-out/Outside-In CX Scorecard
  12. Example of Oxford Properties Cascading CX Metrics
  13. Dashboard Metrics: Create Operational Metrics
  14. Tailoring Metrics By Audience: Wyndham Worldwide
  15. Tying Compensation to CX Metrics
  16. Examples of Companies’ Compensation Programs
  17. Temkin Group’s CX Metrics Program Assessment

Download report for $195
BuyDownload3

Report: State of Voice of the Customer Programs, 2017

State of Voice of the Customer Programs, 2017We just published a Temkin Group report, State of Voice of the Customer Programs, 2017. Here’s the executive summary:

For the seventh straight year, Temkin Group has benchmarked the competency and maturity levels of voice of the customer (VoC) programs within large organizations. This year we surveyed close to 200 large companies and asked them to complete Temkin Group’s VoC Competency and Maturity Assessment, which evaluates their capabilities across what we call the “Six Ds:” Detect, Disseminate, Diagnose, Discuss, Design, and Deploy. This report also includes data from these companies’ responses to help you benchmark your own company’s VoC efforts. We compared this year’s results with those from previous years and found that:

  • While most companies think that their VoC efforts are successful, less than one-quarter of companies consider themselves good at making changes to the business based on the insights.
  • Companies find their VoC programs to be most valuable for “identifying and fixing quick-hit operational issues” and least valuable for “identifying innovative product and service ideas.”
  • Companies expect technology will continue to heavily impact their VoC programs in the future, especially for integrating survey data with CRM and operational data.
  • In the future, companies expect the most important source of insights to be customer interaction history and the least important source to be multiple-choice questions.
  • The most common activity for VoC teams is defining customer experience metrics for their companies, and this activity became even more popular over the past year.
  • Only 14% of companies have reached the two highest levels of VoC maturity (out of six levels), while 46% remain in the bottom two levels.
  • When we compared higher-scoring VoC programs with lower-scoring programs, we found that companies with mature programs are more successful, technology-focused, and mobile-oriented and have more full-time staff and more involved senior executives.
  • Companies with more mature VoC programs identified “integration across systems” as the most common obstacle they face, while less mature VoC programs struggle the most with “cooperation across the organization.”

Download report for $195+
Buy the State of the Voice Of the customer programs report

Here’s the VoC competency & maturity levels, which is one of 29 graphics in the report:

Voice of the customer competency and maturity levels

Download report for $195+Buy the state of the voice of the customer programs report


Report Outline:

  • VoC Programs are Successful, But Have Room To Improve
  • Assessing the Maturity of VoC Programs
    • Six D’s: Detect, Disseminate, Diagnose, Discuss, Design, and Deploy
    • Five Levels of VoC Maturity – From Novices to Transformers
  • Anatomy of Successful VoC Programs
  • Propel Your VoC Program to the Next Generation

 

Figures in the Report:

  1. Effectiveness of Voice of the Customer Programs
  2. Evaluation of Voice of the Customer Elements
  3. Where Companies Get Value From VoC Programs
  4. How Technology Enables Voice of the Customer Programs
  5. Changing Importance of Customer Insight Channels
  6. Collecting Customer Feedback Via Mobile
  7. Structure of Voice of the Customer Organizations
  8. Responsibilities of Voice of the Customer Teams
  9. Voice of the Customer Executive Involvement
  10. Obstacles to Voice of the Customer Success
  11. Six D’s of a Successful Closed-Loop Voice of the Customer Program
  12. Maturity Levels of Voice of the Customer Programs
  13. Temkin Group Voice of the Customer Program Competency and Maturity Assessment (Page 1 of 2)
  14. Temkin Group Voice of the Customer Program Competency and Maturity Assessment (Page 2 of 2)
  15. 10 Highest Scoring Competency Questions
  16. 10 Lowest Scoring Competency Questions
  17. Competency Questions That Increased The Most Between 2016 and 2017
  18. Competency Questions That Decreased The Most Between 2016 and 2017
  19. Voice of the Customer Competency and Maturity Levels
  20. Voice of the Customer Competency and Maturity Levels, Changes
  21. Success Rates of VoC Programs Based on VoC Maturity
  22. VoC Insight Sources and Technology Based on VoC Maturity
  23. Mobile VoC Based on VoC Maturity
  24. Areas of Success Based on VoC Maturity
  25. The VoC Organization Based on VoC Maturity
  26. Responsibilities of VoC Teams Based on VoC Maturity
  27. Senior Executive Involvement in VoC Based on VoC Maturity
  28. Key Obstacles Based on VoC Maturity
  29. Percentiles of Results From Temkin Group VoC Competency & Maturity Assessment

Download report for $195+Buy the state of the voice of the customer programs report

6 Levers For Executive Commitment to CX (Infographic)

In the report Activating Executive Commitment to CX, Temkin Group introduces a blueprint that CX leaders can use to gain and strengthen senior executive commitment. It’s composed of six levers: Create Vision Clarity, Share Compelling Opportunities, Amplify Emotional Empathy, Feed Intrinsic Motivations, Enable First Steps, and Fuel Ongoing Confidence. Here’s an infographic that provides an overview.

infographic of 6 levesr for gaining executive commitment to CX

You can download the graphic in several formats:

Report: Renovating Your Voice of the Customer Program

renovating your voice of the customer programWe just published a Temkin Group report, Renovating Your Voice of the Customer Program.

Here’s the executive summary:

Voice of the customer (VoC) programs are essential to any customer experience effort. In recent years, VoC efforts have continued to expand and support their organizations; however, going forward they will need to adapt to significant changes in data sources, technology, operational pressures, and consumer behavior. In this report, Temkin Group details how companies can propel their VoC programs into the future by:

  • Identifying Six Customer Insight Trends that will reshape VoC programs: 1) Deep Empathy, Not Stacks of Metrics; 2) Continuous Insights, Not Periodic Studies; 3) Customer Journeys, Not Isolated Interactions; 4) Useful Prescriptions, Not Past Descriptions; 5) Enterprise Intelligence, Not Customer Feedback; and 6) Mobile First, Not Mobile Responsive.
  • Sharing 30 examples that exemplify innovative VoC practices across each of the trends.
  • Helping companies lay the groundwork for VoC innovation with a description of how to drive change through three distinct stages.

For this report, we received submissions of innovative VoC practices from Confirmit, InMoment, Rant & Rave, Qualtrics, Verint, and Walker.

Download report for $195+
Buy Renovating your voice of the customer program report

Here are the best practices described in the report:

Innovative voice of the customer practices

Download report for $195+download renovating your voice of the customer program


Report Outline:

  • Voice of the Customer Programs Need an Overhaul
  • Six Trends That Will Reshape VoC and Customer Insights
  • Best Practices For Tapping Into VoC Trends
    • Trend #1: deep Empathy, Not Stacks of Metrics
    • Trend #2: Continuous Insights, Not Periodic Studies
    • Trend #3: Customer Journeys, Not Isolated Interactions
    • Trend #4: Useful Prescriptions, Not Past Descriptions
    • Trend #5: Enterprise Intelligence, Not Customer Feedback
    • Trend #6: Mobile First, Not Mobile Responsive
  • Introduce Innovation Throughout VoC Programs

 

Figures in the Report:

  1. Growing Role of Technology and Insight Sources in VoC
  2. Vendor-Submitted Best Practices By Trend
  3. Vendor-Submitted Best Practices By Trend
  4. Vendor-Submitted Best Practices BY Trend
  5. Innovative VoC Practices Across the Six Customer Insight Trends
  6. Intuit Design for Delight (D4D)
  7. GE Healthcare: Adventure Series
  8. Petsmart: Collecting Non-Mobile Feedback Through Mobile
  9. Mobile Telecommunications: Explore Variation by Channel
  10. Ally Bank: Design Standardized Methods For Prioritizing Insights
  11. Using Text Analytics to Understand Satisfaction Scores
  12. Example of Condensed Survey Design
  13. Probe for Immediate Survey Follow-Up
  14. Example of Mobile-Friendly Alert for Employees
  15. Customer Insights Readiness Checklist
  16. Mobile Feedback Transforms the Six D’s of Voice of the Customer

Download report for $195+download renovating your voice of the customer program

The Human Conversational Model (Infographic)

In the report, Humanizing Digital Interactions, we decoded successful person-to-person interactions as a step in developing the Human Conversational Model. It’s the foundation for building compelling interactions with customers. This infographic provides an overview of the model and shows how to apply it to your digital efforts.

Foundations for humanizing customer interactionsYou can download the infographic in several forms:

Report: Activating Executive Commitment to CX

Activating executive commitment to customer experienceWe just published a Temkin Group report, Activating Executive Commitment to CX. Here’s the executive summary:

Organizations that want to drive sustainable customer experience (CX) improvements need to have senior executives who are committed to propel change throughout the entire journey. Successful transformation efforts require senior executives to set the direction, lead communication efforts, model desired behaviors, align resources, and hold the rest of the organization accountable. However, CX leaders and their teams often struggle to obtain the commitment and involvement necessary from senior executives to ensure these change efforts succeed. In this report, we provide a model for how CX teams can effectively engage their senior leaders. Here are some highlights:

  • The blueprint includes six levers CX leaders can use to gain and strengthen senior executive commitment: Create Vision Clarity, Share Compelling Opportunities, Amplify Emotional Empathy, Feed Intrinsic Motivations, Enable First Steps, and Fuel Ongoing Confidence.
  • To illustrate how these levers work, we share examples of 24 best practices from companies including Anthem, CA Technologies, Cisco, Fidelity, Microsoft, Penske Truck Leasing, and Regions Bank.
  • We provide CX leaders with an assessment they can use to identify the commitment stage of their senior executives and offer advice on which of the six levers can have the greatest impact by stage.

Download report for $195+
buy activating executive commitment to cx

Here are the six levers for activating executive commitment:

  1. Create Vision Clarity. Many senior executives are enamored with the idea of customer experience, yet lack a clear picture of what CX really means for their organization. As a result, they aren’t able to persuasively advocate for the required changes. Therefore, CX teams should provide leaders with a clear understanding of where the CX efforts are heading.
  2. Share Compelling Opportunities. Senior leaders will only stay committed to a CX effort for as long as they remain convinced that it will help the organization succeed. That’s why CX leaders must continue to make and reinforce the CX business case to senior executives. This requires establishing a tangible business case and setting realistic expectations for the upside of action and the downside of inaction.
  3. Amplify Emotional Empathy. An executive who is emotionally committed to CX efforts provides a different level of support than one who is only intellectually bought-in. To gain this emotional commitment, the CX team should enhance executives’ natural empathy by bringing customers’ experiences to life for them.
  4. Feed Intrinsic Motivations. Executives are motivated by a myriad of different objectives, such as being seen as successful or reaching some self-defined goals. Intrinsic motivators – like meaning, choice, competence, and progress – can be particularly powerful levers for activating commitment. CX leaders should connect their efforts to the personal goals of executives and should make them feel good about the efforts underway.
  5. Enable First Steps. Even executives who are fully committed to the CX agenda may not know exactly what they can do to help propel the CX efforts forward, especially since they are often juggling many different priorities. It’s up to the CX leader to make it easy for the senior leaders to participate in the efforts by recommending specific, doable steps that they can take.
  6. Fuel Ongoing Confidence. CX teams need ongoing support from their executives; however, senior leaders are prone to distraction and doubt. To keep them on track, CX leaders need to keep executives informed of the progress and success of CX efforts and need to demonstrate to executives that resources are being used well and risks are being managed well.

Here are the best practices discussed in the report:

best practices for engaging senior leaders in customer experience

Download report for $195+download engaging leaders in cx report


Report Outline:

  • Without Senior Executive Involvement, CX Efforts Falter
    • Executives Must Become Purposeful Leaders
  • Six Levers For Activating Senior Executives
    • 1) Create Vision Clarity
    • 2) Share Compelling Opportunities
    • 3) Amplify Emotional Empathy
    • 4) Feed Intrinsic Motivations
    • 5) Enable First Steps
    • 6) Fuel Ongoing Confidence
  • Strategies For Different Levels of Executive Engagement

 

Figures in the Report:

  1. Senior Executives Don’t Always Demonstrate the Right Behaviors
  2. How Senior Executives Play a Critical Role in CX Efforts
  3. Blueprint for CX Leaders: Best Practices for Engaging Senior Executives across the Six Levers
  4. HR Support of Customer-Centricity, CX Leaders Versus Other Firms
  5. Sample Design Persona for an Online Travel Agency
  6. Integrating Executive Sponsors with Other Customer-Facing Roles at Oracle
  7. Disseminating Feedback to Spur Executive Action: Ciena’s Inside Out/Outside In CX Scorecard
  8. Sandy Spring Bank: Meeting in a Box
  9. CA’s Immersion Workshops
  10. Essential Elements of CX Governance
  11. Assessing Senior Executive CX Engagement
  12. Top Levers to Use with Executives by Engagement Level

Download report for $195+download engaging leaders in cx report

The Four CX Core Competencies (Infographic)

Hopefully you’ve read our FREE report, The Four CX Core Competencies. It outlines the blueprint to building a customer-centric organization. We’ve created this infographic to showcase the competencies:

  1. Purposeful Leadership: Operate consistently with a clear set of values.
  2. Compelling Brand Values: Deliver on your brand promises to customers.
  3. Employee Engagement: Align employees with the goals of the organization.
  4. Customer Connectedness: Infuse customer insight across the organization.

four customer experience core competencies

You can also download an 18″ x 24″ poster version.

Report: The Shift To Customer Journey Insights

THe shift to customer journey insights reportWe just published a Temkin Group report, The Shift To Customer Journey Insights. Here’s the executive summary:

Customer insights are critical to customer experience programs. However, current insights’ efforts tend to focus on individual interactions rather than on a customer’s entire journey, and as a result, they often fail to provide a complete picture of a customer’s experience with the company. This report helps companies shift their insights efforts from concentrating narrowly on single transactions to focusing broadly on customers’ journeys.

Here are some highlights :

  • We developed an approach to help companies create a comprehensive view of journeys called Customer Journey Insights (CJI), which is made up of five strategies: Internal Journey Alignment, Journey Data Farming, Journey Performance Tracking, Journey Visualization, and Journey Prioritization.
  • We share 20 examples of best practices from companies that are applying these strategies to develop a more complete understanding of their customers’ journeys.
  • To help companies master these strategies, we have identified three stages organizations proceed through on their path to enabling customer journeys: 1) Customer Journey Orientation, 2) Customer Journey Enablement, and 3) Customer Journey Mastery.

Download report for $195
buy customer journey insights report

Here are the best practices focused around five strategies for shifting towards customer journey insights:

  1. Internal Journey Alignment. Shift the company’s mindset away from siloed interaction success to customer goal facilitation.
  2. Journey Data Farming. Tap into adjacent data sources and make linkages across channels.
  3. Journey Performance Tracking. Overhaul metrics to measure performance across customer journeys.
  4. Journey Visualization. Create mechanisms for communicating insights in a way that reinforces the centrality of customer journeys.
  5. Journey Prioritization. Focus on the journeys, customer segments, and channels that are strategic business priorities.

Customer journey insights best practices

Download report for $195
download customer journey insights report


Report Outline:

  • Customer Insights Need An Overhaul
    • Customer Insights Are Falling Short
  • The Rise of Customer Journey Insights
    • Strategy No. 1: Internal Journey Alignments
    • Strategy No. 2: Journey Data Farming
    • Strategy No. 3: Journey Performance Tracking
    • Strategy No. 4: Journey Visualization
    • Strategy No. 5: Journey Prioritization
  • The Path To Customer Journey Analytics

 

Figures in the Report:

  1. The Changing Importance of Customer Insight Channels
  2. CX Measurement Across Different Interaction Channels
  3. Shift To Customer Journey Insights
  4. Customer Journey Insights Best Practices
  5. Linking Customer Journey InsightsTo A Strategic Goal
  6. Examples Of Data Types And Uses By Channel
  7. Use of CX Metrics
  8. Visualization Of A Financial Services Journey
  9. Design Dashboards Differently For Customer Journeys
  10. Explore Variation by Channel
  11. Identify and Prioritize Specific Customer Journeys
  12. Customer Journey Insights: Common Challenges
  13. The Evolution to Customer Journey Insights

Download report for $195
download customer journey insights report

Report: What Happens After a Good or Bad Experience, 2017

what happens after a good or bad experience reportWe just published a Temkin Group report, What Happens After a Good or Bad Experience, 2017. This is our annual analysis of which companies deliver the most and least bad experiences, how consumers respond after those experience (in terms of sharing those experiences and changing their purchase behaviors), and the effect of service recovery (see last year’s report).

Here’s the executive summary:

To understand how good and bad experiences effect customer behavior, we asked 10,000 U.S. consumers about their recent interactions with more than 300 companies across 20 industries. We then compared results with similar studies we’ve conducted over the previous six years. Here are some highlights:

  • About 19% of the customers who interacted with Internet service providers and TV service providers reported having a bad experience – a considerably higher percentage than in other industries. Of the companies we evaluated, 21st Century, Spirit Airlines, and HSBC deliver bad experiences most frequently.
  • We looked at the percentage of customers in an industry had a bad experience and combined that number with the percentage of customers who said they decreased their spending after a bad experience and then used this data to create a Sales at Risk Index for all 20 industries. Rental car agencies stand to lose the most revenue (6.7%) from delivering bad experiences, while retailers stand to lose the least (1%).
  • Investment firms are most effective at recovering after a bad experience, whereas TV service providers are the least effective.
  • After customers have a very bad or very good experience with a company, they are more likely to give feedback directly to the company than they are to post about it on Facebook, Twitter, or third party rating sites. Customers are also more likely to share positive feedback through online surveys and share negative feedback through emails.
  • Compared to previous years, customers are more likely to share feedback over Facebook and Twitter, and these channels are most popular with consumers who are between 25- and 44-years-old.
  • Of all the companies we evaluated, The Hartford is the most likely to receive negatively biased feedback directly from its customers, while Chubb is likely to receive the most positively biased feedback.

Download report for $195
buy what happens after a good or bad experience report

Here are excerpted versions of 3 (out of 19) graphics in the report:
Read More …

Report: The Four Customer Experience Core Competencies (Free)

the four customer experience core competenciesIf you are only going to read only one thing about customer experience, then this report is it. It’s the blueprint for building a customer-centric organization… and it’s free.

We just published a Temkin Group report, The Four CX Core Competencies. This blueprint to building a customer-centric organization is an update to our groundbreaking research that was originally published in 2010 and updated in 2013.

Temkin Group has conducted multiple large-scale studies demonstrating that customer experience (CX) is highly correlated with loyalty across many different industries, in both business-to-consumer and business-to-business environments. When customers have a good experience with a company, they are more likely to repurchase from the company, try its new offerings, and recommend it to others.

While many companies try to improve their CX by making superficial changes, Temkin Group has found that the only path to lasting differentiation and increased loyalty is to build a customer-centric culture. Temkin Group has studied hundreds of companies to uncover the difference between CX leaders and their less successful peers, and has identified four CX competencies that companies must master if they wish to build and sustain CX differentiation:

  1. Purposeful Leadership: Operate consistently with a clear set of values. (see video)
  2. Compelling Brand Values: Deliver on your brand promises to customers. (see video)
  3. Employee Engagement: Align employees with the goals of the organization. (see video)
  4. Customer Connectedness: Infuse customer insight across the organization. (see video)

Download report for FREE
download the four customer experience core competencies

This whiteboard video describes the Four CX Core Competencies:

Here’s an infograhic with the best practices described in the report:the four customer experience core competencies

Download report for FREE
download the four customer experience core competencies


Report Outline:

  • Customer Experience: The Case For A New Approach
  • The Customer Experience Core Competencies
    • Purposeful Leadership: Operate with Clear and Consistent Values
    • Compelling Brand Values: Deliver on Your Brand Promises to Customers
    • Employee Engagement: Align Employees with Goals of the Organization
    • Customer Connectedness: Infuse Customer Insight Across the Organization
  • The Journey to Customer Experience Maturity
  • Assessing Your Customer Experience Competency

 

Figures in the Report:

  1. Customer Experience Correlates To Loyalty
  2. The Four Customer Experience Core Competencies
  3. Strategies For The Four CX Core Competencies
  4. Characteristics of Strong Brand Promises
  5. Employee Engagement Virtuous Cycle
  6. Six D’s of a Successful Voice of the Customer Program
  7. Operationalize Critical Fixes: Four Closed Loops For Taking Action
  8. Design Personas
  9. Example of a Customer Journey Map
  10. The Customer Journey Mapping Pyramid
  11. Strategies For Designing Experiences Based on Human Behaviors and Biases
  12. Six Stages of Customer Experience Maturity
  13. Temkin Group’s Customer Experience Competency and Maturity Assessment

Download report for FREE
download the four customer experience core competencies

Report: Humanizing Digital Interactions

humanizing digital interactionsWe just published a Temkin Group report, Humanizing Digital Interactions.

Emotions play an integral role in how customers make decisions and form judgments. This means that how a customer feels about an interaction with a company has an enormous impact on his or her loyalty to that company. However, companies tend to ignore customer emotions, especially during digital interactions, which is problematic as customers are increasingly interacting with companies online. This report focuses on humanizing digital interactions by replicating the elements of strong human conversations.

Here are some highlights:

  • We developed The Human Conversational Model, which is made up of seven elements – Intent Decoding, Contextual Framing, Empathetic Agility, Supportive Feedback, Basic Manners, Self-Awareness, and Emotional Reflection.
  • We share over 35 examples of best practices from companies that are designing digital experiences across the seven elements of The Human Conversational Model.
  • We demonstrate how you could apply The Human Conversational Model to three types of digital activities: opening a new bank account online, purchasing a pair of shoes through an app, and getting technical support online.

Download report for $195
buy humanizing digital interactions report

A gratifying conversation requires two processes:

  • Cooperative Interface. Each participant is required to collaborate with her partner to achieve the shared goal of the conversation – be that casually catching up, gathering information, sharing knowledge, etc. This is the part of the model that a conversational partner sees and responds to, and it consists of five elements: contextual framing, intent decoding, empathetic agility, supportive feedback, and basic manners.
  • Background Mindfulness. This portion of the model is not observable within what would normally be considered the scope of the conservation as it pertains to what happens internally within person. Each participant has a pre-existing notion of who he is as an individual (self-awareness) and throughout the course of the conversation, learns about how he affects other people (emotional reflection). Though not directly observable, “background mindfulness” informs the way in which each participant communicates with his current and future partners.

Here’s an overview of the Human Conversation Model along with best practices we highlight in the report:

human conversation model for digital interactions

Download report for $195
download humanizing digital interactions


Report Outline:

  • Emotion in Digital Experiences
    • Digital Interactions Need an Emotional Makeover
  • Introducing The Human Conversational Model
    • The Seven Elements of The Human Conversational Model
  • Applying The Human Conversational Modelto Digital Interactions
    • Intent Decoding
    • Contextual Framing
    • Empathetic Agility
    • Supportive Feedback
    • Basic Manners
    • Self-Awareness
    • Emotional Reflection
  • Applying The Human Conversational Model

 

Figures in the Report:

  1. The Three Components of a Customer’s Experience
  2. Impact of Success,Effort, and Emotionon Loyalty
  3. The Human Conversational Model
  4. Best Practices Across The Human Conversational Model
  5. Amazon: Remember previous interactions
  6. NorthFace: Ask Questions
  7. HomeAdvisor: Group together like-minded customers
  8. Regions Bank: Modulate tone
  9. Hilton: Use chat
  10. Types of Digital Body Language
  11. Virgin Atlantic and MusicMagpie: Monitor digital body language
  12. TELUS: Make it easy to reach a human
  13. Moven: Adjust communication style
  14. HomeAdvisor: Use loading animation to indicate delays
  15. MailChimp: Use microcopy
  16. Walgreens: Design for mental models
  17. Don’t Interrupt
  18. USAA: Make Information Easily Digestible
  19. California State Lottery: Core brand emotions
  20. Organizational Personality
  21. Moven: Incorporate Emotions Into CJM
  22. Applying The Human Conversational Model

Download report for $195
download humanizing digital interactions