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2021 State of Customer Journey Management

and CX Measurement: Expert Panel Deep Dive


Ian Golding Diane Magers

Dan Gingiss Steve Offsey

©2020 Pointillist, Inc. All rights reserved. Proprietary and Confidential.


Today’s Moderator

Steve Offsey
VP of Marketing, Pointillist

Steve leads the marketing team at Pointillist. Prior to Pointillist


he was a member of leadership teams at TandemSeven, AIR
Worldwide (sold to Verisk Analytics) and Verbind (sold to SAS
Institute). Steve speaks and writes about a variety of topics,
including customer experience, marketing analytics and agile
marketing. Steve earned an MBA and PhD from Cornell
@MarketBuildr University and a BS from MIT.

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Our Expert Panelists

Ian Golding, CCXP


Founder & CEO, Customer Experience Consultancy LTD

A highly influential freelance CX consultant, Ian advises leading


companies on CX strategy, measurement, improvement and
employee advocacy techniques and solutions. Ian has worked in
50 countries around the world across multiple industries,
deploying CX tools and methodologies. An internationally
renowned speaker and blogger on the subject of CX, Ian was also
@ijgolding the first to become a CCXP (Certified Customer Experience
Professional) Authorised Resource & Training Provider.

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Our Expert Panelists

Diane Magers, CCXP


Founder & Chief Experience Officer, Experience Catalysts

Diane specializes in enabling brands with skills and competencies


like design thinking, journey management and value mapping to
drive sustainable shifts in how organizations work to achieve
results. Diane is the Emeritus Chair and CEO for the Customer
Experience Professionals Association, speaks and conducts
workshops all over the world to help transform CX strategy into
@DianeMagers action. Over 25 years of transforming experiences working in and
with brands such as Sysco, AT&T, State Farm, Dale Carnegie,
CommScope, Invisalign, Ciena, Freeman, Sodexho, Equifax and
MoneyGram.

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Our Expert Panelists

Dan Gingiss
Chief Experience Officer, The Experience Maker, LLC

Dan is an international keynote speaker and customer experience


coach. His 20-year professional career consistently focused on
delighting customers, spanning multiple disciplines including
customer experience, marketing, social media and customer
service. He held leadership positions at three Fortune 300
companies – McDonald’s, Discover and Humana. Dan is the
@dgingiss author of the book, Winning at Social Customer Care: How Top
Brands Create Engaging Experiences on Social Media, a host of the
Experience This! podcast and The Experience Maker Show, and a
regular contributor to Forbes.

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About the Research

3rd Annual State of Customer Journey


Management & CX Measurement

• Global online survey conducted in April-


May 2021

• 1,150+ CX, analytics, marketing and


customer care professionals worldwide
across all industries

• Uncover key trends, insights and


benchmarks on how top organizations
manage, measure and improve customer DOWNLOAD THE REPORT
journeys and CX
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Breakdown of CX Performance Levels

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Journey Management Maturity Separates
CX Leaders from the Pack

1
Top Finding

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High Performers are Aligned on a Journey-based Approach

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High Performers Take a More Mature Journey-based
Approach to Measure and Improve CX

Percentage of Respondents Using the Following Journey-based Methods

3.0x
more likely
2.2x
more likely
1.7x
more likely
1.6x
more likely
1.6x
more likely
1.3x
more likely

50.9%
47.7%
40.0%
36.9%
33.6%
29.1% 28.2%
24.8% 23.5%
21.2%
17.3%

8.2%

Underperformers High Performers


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High Performers are More Likely to Master Critical
CX Capabilities

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Journey Management Separates CX Leaders from the Pack
Panel Discussion
High Performers Vs Underperformers High Performers Vs Underperformers

2.2X 1.5-3X
more likely to be leveraging advanced
more likely to have a dedicated role or
team for customer journey management journey-based methods such as customer
journey management, journey analytics
and journey orchestration

High Performers Vs Underperformers High Performers Vs Underperformers

6-11X 3-6X
more likely to be effective at rapidly
more likely to effectively integrate generating customer insights, taking action on
data, analyze behavior and engage insights to make an impact, and quantifying
customers across channels the impact of CX on hard business metrics

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Quantifying ROI Remains the Top CX Challenge

2
Top Finding

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Quantifying CX ROI is #1 Challenge Three Years in a Row

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An Inability to Quantify ROI Negatively Impacts CX Budgets

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Top Performers Are More Effective at Quantifying CX ROI
and More Likely to Obtain a Budget Increase

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Quantifying ROI Remains the Top CX Challenge
Panel Discussion
High Performers Vs Underperformers

#1 2.0X
Quantifying the ROI of CX is the
top overall CX challenge for the more likely to have increased their
third consecutive year CX budget from 2020 to 2021

39% 41%
of CX teams say the top barrier to
of CX professionals agree that the
inability determine the ROI is the quantifying CX ROI is that CX metrics
#1 challenge for obtaining budget like NPS and CSAT are difficult to
translate into revenue and/or costs

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Digital Transformation Succeeds by Focusing
on the Customer

3
Top Finding

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Organizations are Prioritizing Digital Transformation

34%
of CX teams say increasing
digital self-service is a top
priority in the next 12 months

®
Top Performers Prioritize Digital Transformation and
Data-Driven, Journey-based Solutions for Investment
Top CX-Related Investment Priorities in the Next 12 Months by
Performance Level

29%
of high performers say
customer journey analytics is a
top CX investment priority in
the next 12 months

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Legacy Technology Makes it Difficult to Meet
Consumers’ Expectations for Digital Experiences

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Digital Transformation Succeeds by Focusing on the Customer
Panel Discussion

#2
Lack of effective digital self-help
#2 #2
Customer journey analytics is
Increasing digital self-service
channels or mechanism is the is the second top overall the second top investment
second top customer frustration investment priority in the priority for high performers in
that has the greatest negative next 12 months the next 12 months
impact on CX

#2 #5
Lacking the right tools or
Limitations of legacy tools and
technology is the second top technology to collect and/or
overall CX challenge analyze data is the number five
top CX measurement challenge

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CX and Marketing Don’t See Eye to Eye

4
Top Finding

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Marketers Rate Their Own Capabilities Higher
Than CX Teams Do
Very or extremely effective at analyzing
cross-channel customer behavior

Marketing CX

44% 32%
Very or extremely effective at taking
action on customer insights and
feedback to make a business impact

Marketing CX

55% 39%
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High Performers Align CX and Marketing on
Approaches, Goals and Initiatives

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CX and Marketing Don’t See Eye to Eye
Panel Discussion
Marketers Say CX Pros Say High Performers vs
Underperformers

66% 48% 2.1X


CX and marketing teams are tightly
aligned on a customer-centric
approach and goals more likely

CX and marketing teams regularly


collaborate on initiatives to improve
69% 47% 2.1X
more likely
customer experience

Our marketing team prioritizes CX


metrics and initiatives, in addition to
acquisition and campaign
performance
66% 40% 2.7X
more likely

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Organizations Still Struggle to Deliver Consistent
Omnichannel Experiences

5
Top Finding

®
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Siloed Data is the Primary Barrier to Omnichannel
Success

High Performers vs
Underperformers

11.3X
more likely to be effective at
integrating data across all tools
and sources into a single, unified
view of customers’ journeys

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High Performers are More Effective at Connecting
Customer Behavior Data Across Channels
Percentage of Respondents Who Are Able to Track Customer Behaviors in The Following Channels
and Connect It With Customer Behavior From 3 or More Other Channels

29.1x
more likely
4.4x
more likely
6.7x
more likely
12.9x
more likely
3.0x
more likely
7.1x
more likely
5.6x
more likely
3.2x
more likely

30% 31%
29%
27% 27%
23% 22%
20%

10%
8%
5% 5%
3% 2% 5%
1%

Underperformers High Performers


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High Performers Use Journey Orchestration to Optimize
Omnichannel Engagement

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Organizations Still Struggle to Deliver Consistent Omnichannel Experiences
Panel Discussion
High Performers vs Underperformers

65%
of CX teams do not have
11.3X
cross-channel integrated into a single, more likely to be effective at integrating
unified view of the customer data across all tools and sources into a
single, unified view of customers’ journeys

High Performers vs Underperformers High Performers vs Underperformers

9X
more likely (on average) to track customer
3X
more likely to use journey orchestration
behavior and connect it with customer
to measure and optimize journeys
behavior across 3 or more other channels

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Thank You!
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Data to Insights to Action
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