益普索Ipsos:重组客户体验DNA - 成功客户战略的基石 2023 Ipsos - RewiringYourCXDNA

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REWIRING

YOUR CX DNA
The foundations of
a winning customer
strategy
May 2023

AUTHOR
Lance Webb

IPSOS
VIEWS
“Failing to plan is planning to fail” 1. SET YOURSELF UP FOR CX SUCCESS
as Benjamin Franklin is supposed to have said.
And today, this couldn’t be more true. Customer EXECUTIVE COMMITMENT
desires and expectations are constantly We asked over 1,000 Customer Experience
changing. If you don’t have a plan to deal with (CX) leaders across the globe about their In an ideal world, customer-centric culture and shareholders groan. While challenging, it is
change, you are planning to fail on meeting key priorities. Results show that the top business practices begin at the top, with the the explicit role of CX professionals to build a
those expectations. three priorities for CX leaders over the next 12 CEO driving the focus. Indeed, if the CEO is not compelling business case that aligns with and
months will be: leading the CX conversation, then a company supports executive and organisational goals.
Building a successful customer strategy is much will struggle to become a true CX leader and Only when the C-suite see the undeniable
like building your dream home, whether you’re 1. Develop or refine the CX strategic reap the related benefits. But in the real world, connection between CX success and bottom-line
starting from scratch or renovating a ‘fixer- roadmap that kind of commitment is rare, especially results, will investment and essential support
upper’. While initially, you might not have the when revenues dip, competition surges and follow.
budget or know-how to construct your ultimate 2. Closing the brand promise and CX
home, or do a full ‘rip and replace’ remodel, delivery gap DEDICATED CX LEADERSHIP
you can begin by knocking down walls or even
by simply replacing outdated carpet as a step 3. Delivery of personalised customer Dedicated CX leadership is needed to build an create alignment, and then holding stakeholders
towards your dream home; incremental progress experiences organisation’s Experience Management (XM) accountable, is a key driver of CX success. It’s
can get you real results. But ultimately to deliver muscle and to sustain it. A defined CX leader imperative that CX isn’t just another part of
on the dream, a vision is required, as is the plan Source: Ipsos’ CX Global Voices study. 2
role and dedicated team endorsed by the C-suite someone’s job, but their entire job. With this
to get there, along with an understanding of the is essential. Having such a team charged focused view, it’s easier to identify and act on
steps that really matter and, of course, a budget. with defining the CX vision and strategy, areas of opportunity, reduce costs and friction
collaborating with the broader organisation to points, and improve customer journeys.
Just like creating a new home, building a Remember, there is no one-size-fits-all
customer strategy is a multi-faceted, multi- approach or model to developing a strategy.
phased, and often hugely complex undertaking. Every business has its own DNA and unique
But ultimately, if done well, it will deliver a challenges and hurdles to overcome. However,
return on your investment; a Return on your these should not be viewed as deterrents, but
CX Investment (ROCXI). 1
as an invitation to rethink and ultimately shape
and deliver on your organisation’s promise to
Consider this paper a guide to creating your customers, employees - indeed to
the ideal customer strategy, whether it’s all stakeholders.
a renovation, remodel, or a completely
new build. From first steps to long-term goals, the
following six principles are the foundations of a
successful customer strategy.

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CROSS-FUNCTIONAL GOVERNANCE
CASE STUDY: OPERATING MODEL DESIGN
Only 34% of CX professionals can departments own different touchpoints and
point to a formal CX governance operate disparate listening programmes in Our client is The project started with on-site immersion,
structure, where a CX Governance each channel, it’s a recipe for failure and responsible for collaborating with key stakeholders to
Board has the authority to organisational tension. Cross-functional the delivery and understand where the opportunities lay
allocate resources to CX activity.2 governance teams, with representatives from coordination of among Process, People, Performance Insights
each area of the business, help break down silos early childhood, and Data, Technology, Service Delivery and
Developing a CX strategic roadmap is an and bring everyone’s diverse perspectives and primary school, Governance. This was followed by workshops
absolute necessity to ensure the whole problem-solving skills to the table. The chosen secondary to establish a realistic and achievable delivery
organisation has a clear and common representatives should be proven CX champions, school, vocational education, adult, migrant roadmap to future operating model success,
understanding of the priorities, milestones and with the ability to influence. They should have and higher education. They wanted to bring which included developing service blueprints
objectives. However, this needs to be supported an understanding of the company’s vision, as the voice of schools to the heart of what and cross functional governance to bring to
and managed through a CX governance well as the operational and political landscape. they do and establish an operating model life and operationalise the new model. We
structure which runs across the organisation – Building solid internal relationships with those and governance structure to future-proof are measuring impact through the 'Voice
and only 34% of CX professionals can point to who have influence throughout their respective the way they operate and continuously of Schools' Experience programme on an
such a formal CX governance structure, where departments promotes goodwill, the sharing improve services, develop policy and ongoing basis.
a CX Governance Board has the authority to of ideas, and ensures the company’s vision is evaluate projects.
allocate resources to CX activity.2 embedded across teams. A recurring cadence
of meetings and communications to discuss
CX initiatives fail to deliver when companies initiatives and how each department plays a
Figure 1 CX Maturity Framework
operate in silos, whether those are departmental critical role in Customer Experience encourages
silos, data silos, listening silos, insights buy-in and company-wide accountability.
and decision-making silos. When various
Evidence
Impact
CX Insight Cultural
2. UNDERSTAND WHERE YOU ARE Ecosystem Enablement

CX MATURITY ASSESSMENT Customer ESG


Understanding (Environmental, Social
& Governance)
Just 12% of CX professionals consider competencies which underpin leading CX cultures,
their organisation to be ‘leading’, against which an organisation should evaluate
Strategy & Future State
based on the Ipsos CX Maturity themselves. This framework provides a common Sponsorship Roadmap
framework. 2 organisational language and is the starting point
on the map to guide your company towards CX
As for any organisation on any form of transformation. For example, a foundational
transformational journey, a thorough assessment organisation’s CX is delivered in silos meaning
of the current state is required. In order to the delivery of experiences is randomised and
think systematically about current and future inconsistent. Whereas a leading organisation’s
capabilities around CX, it helps to understand CX delivery permeates all areas of the business, Source: Ipsos
what a great CX culture looks like. In Ipsos’ meaning the experiences delivered are
CX Maturity Assessment, there are seven core differentiated in their marketplace and beyond.

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UNDERSTANDING OF CUSTOMER JOURNEYS 3. DETERMINE WHERE YOU WANT TO BE
A fundamental challenge for some organisations • Have a deep understanding of the entire COMPELLING CX VISION
is that the most important customer interactions experience a customer has before, during
fail to leave positive lasting impressions. While and after interacting with the brand. A CX vision shouldn’t just be wordplay, it should Having articulated this ideal future state, CX
some interactions will certainly carry greater be unique to your organisation and align with, and business leaders can then formulate a
meaning for the customer, the basic premise • Identify those moments in the customer and support, your brand’s overall vision, promise, strategy to achieve it, along with a coordinated
of seeing each interaction as an opportunity to journey that have the potential to be most and guiding values. A CX vision should be a set of tactics and action plans.
reinforce a customer’s relationship shouldn’t be memorable. compelling description of the ideal future state
taken for granted. that everyone is working towards, and one that
• Understand the CX Forces3 that drive engages and excites both customers and team
Mapping your customers’ journeys, including emotional attachment and relationship members.
their functional and emotional needs, will strength.
help you understand how customers want to
interact with your company, and what the ideal • Ensure that Customer Experience is closely INTERNAL AND EXTERNAL COMMUNICATION
experience should be along their journeys. aligned to brand strategy, to really deliver
on the brand promise during the moments A customer vision and strategy is only as the facts and emotions will create a
Brands need to understand the moments where that matter most to customers. good as the effectiveness with which it’s lasting impression with all of your desired
they have the potential to create powerful communicated throughout the organisation, audiences.
positive memories. To do this, they need to: and to the world at large. Craft your vision and
strategy, share it internally, then shout loudly • External: Publicly state and provide
Figure 2 Discovering via the CX Journey lens about it externally. A communication plan is a continual relevant updates to investors,
vital part of the change management plan. media, and other external stakeholders
regarding CX efforts and their impact on
• Internal: Ongoing and proactive the business. As appropriate, communicate
PECTATIONS communication regarding expectations and your intentions and progress to your
1.EX
challenges is imperative. It is essential that customers where it matters, whether that
each and everyone knows the role they play be through in-store signage, personalised
and the behaviours required from them to digital messages, social media, your
Forces of CX
RIE N CE

deliver on CX expectations. It’s simply not website, news, or articles. This not only
3. ID E A L

at each stage enough to state your vision and then let brings you credit where it’s due and
XPE

it fade. There must be continuous follow ensures future accountability, but helps
EX

LE
PE

IE up, and clear, consistent communication attract customers and employees to your
UA

NC
R

T
E
2. AC to all employees. Leveraging customer business.
and employee stories that include both

Note: The Forces of CX is Ipsos' human-centric framework that helps organisations drive stronger relationships through a
better understanding of customers’ functional and relational needs.

Source: Ipsos

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CLEAR AND AGILE CX ROADMAP ROADMAP OVERVIEW
A CX roadmap is the translation of the company’s • Prioritise Customer Experience initiatives
CX strategy to identify the best way forward and investment to deliver a tangible Return
(technology, people, process, knowledge, and on CX Investment (ROCXI).
capabilities) over the next 6, 12 and 24 months, GOVERNANCE CX TRAINING
to ensure that customer centricity becomes a Where do you start? The CX roadmap should
reality, not just an aspiration. be built on the back of the CX maturity
assessment; knowing where to start comes
The CX roadmap must: from the diagnosis and understanding of where
you stack up against the different maturity
• Align with the corporate business mission competencies. You can then prioritise which CX CENTRAL INNER CLOSED
and objectives. area needs improvement and identify the actions PLAN LOOP
that will collectively navigate the business
• Clearly outline the path to follow to achieve towards improving the experiences you deliver.
your desired CX goals, with associated Your CX governance will be critical to driving
milestones and Key Performance Indicators your roadmap and holding individuals and teams
(KPIs). accountable. VOICE OF THE REWARD &
CUSTOMER (VoC) RECOGNITION

CASE STUDY: CX STRATEGY DEVELOPMENT & ROADMAP

Our client, • Assessing the organisation's CX maturity


an energy by asking all staff to provide their views on CX JOURNEY MAPS OUTER CLOSED
provider, was perceptions and to assess the seven core & PERSONAS LOOP
going through a competencies of CX management. We could
re-brand. They then diagnose opportunities and gaps to close.
understood that in order to navigate a disruptive
economic environment, they needed to establish a • Interviewing customers to dive into
future-focused CX strategy and roadmap, ensuring the overall relationship with the brand,
that the new brand promise and its Customer expectations, desires and painpoints. CX VISION TARGET SETTING
Experience delivery were aligned.
The insights were presented and workshopped
The project had several phases including: with leaders from around the business to co-
design a CX vision, associated behaviours, a
• Interviewing C-suite stakeholders to strategy blueprint and roadmap, along with
understand key critical influence factors, the change, communication and resource plans to
CX COMMUNICATION DATA
current and future strategy and operational successfully deliver to the business and for
delivery of CX, as well as the blockers and their customers.
STRATEGY INTEGRATION
drivers for success.

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4. CONTINUOUSLY MONITOR AND IMPROVE And when are you listening? As well as having 2. Commerciality: based on scope, what
the appropriate touchpoint listening posts in is your year one investment and total
While listening alone is not enough, no HOLISTIC LISTENING THAT place along customer journeys – so called contract liability? Platform providers have
Experience Management programme can DRIVES ACTION CX transactional research – you need CX unique ways of pricing, so make sure you
be successful without a powerful Voice of relationship research to understand the end-to- build in features you intend to adopt in
the Customer listening programme which Most organisations only give customers the end relationship with your customers; how you the short term, so there are no additional
drives action at its heart. Both how and option to provide feedback through one channel, stack up, including against the competition, and licencing surprises.
where you listen should be intentional and email or web survey. When thinking about your to get a hold on what really matters.
meaningful. When listening posts feel more listening strategy, consider all of the avenues 3. Brand fit: how do the vendor’s purpose,
like a conversation than an interrogation, your customers use to interact with you and THE RIGHT TECHNOLOGY culture, vision and values align with
you’re presented with infinitely more authentic, give them the option to leave feedback through your organisation? Think about how
comprehensive and valuable data. mobile, video, apps and social channels (e.g., SaaS platforms are table stakes in Voice of this solution will integrate with existing
Facebook, WhatsApp, Twitter, Google). Customer and Employee programmes. The technologies and how it will be adopted by
Plus, the insights garnered from all research market is overwhelmed with demos and slick key users.
vehicles – e.g. Brand Tracking, Voice of Where you listen matters, as it can ensure ‘talk tracks’.
Employee programmes, customer intelligence your business has a more complete view into CX SERVICE DESIGN TO
garnered from companies’ employees – become how customers experience your brand. Are On the surface, technologies can appear to do CONTINUOUSLY IMPROVE
exponentially more valuable when paired with you only collecting feedback from the in-store the same thing (signal capture, text analytics,
contextual data, both indirect and inferred. By experience when customers prefer to shop your closed loop, etc.). Fundamentally, selecting the These days, organisations are rich with data and
bringing these important insights from tracking brand online? Are you missing a key opportunity technology that’s right for you comes down to insights that scream opportunity. Yet, having
into the heart of your governance process and to collect non-purchaser feedback? Focusing the maturity of your organisation and where you identified the problem, brands struggle to get
decision making, you’ll have confidence in on the touchpoints that matter most to the are at in your own CX journey. to the root cause of the problem and make
your next best actions and be able to allocate customer, and most significantly impact your meaningful changes to the experience. Using
resource to drive your strategy forward. That is business, will deliver insights that will allow your So how do you inspect ‘under the hood’ and Ipsos' CX Service Design principles as a way to
the power of a succinct listening strategy. teams to deliver a more seamless and impactful ensure the platform you select stands up to activate and improve is a reliable and scalable
experience to your customers. scrutiny? There are three main considerations: way to move beyond measurement to creating
and delivering winning experiences.
1. Functionality: what do you need today
vs. what’s on the roadmap? Make sure For case studies, guidance and frameworks for
the tech has sufficient bandwidth for this to putting Service Design principles into practice,
be a future-proofed solution, at least for the read 'CX Service Design: Designing experiences
next three to five years. that create emotional attachment and drive brand
growth'.

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Figure 3 Service design approach
CASE STUDY: DESIGNING A NEW ONBOARDING EXPERIENCE
UNDERSTAND THE ‘AS IS’ CREATING THE IDEAL
AND WHAT COULD BE AND MAKING IT HAPPEN
Our client, a with the client, mapping the customer
utilities provider, journey and interviewing customers who
had identified had recently been through the onboarding
an issue process to understand the pain points, gain
through their points and moments that matter. The Forces

1. 2. 3. 4. existing Voice of of CX were used to identify the ways in which

CONVERGE

CONVERGE
DIVERGE

DIVERGE
Customer (VoC) the onboarding experience could really help
Discover Define Develop Deliver programme – improve the relationship with customers
specifically, that their onboarding journey was and meet their emotional needs. The insight
causing customers pain. Their design question was presented and workshopped with the
was “How Might We ensure customers are collaborative team to develop new ideas,
onboarded efficiently and receive a more which were prioritised, tested and have since
memorable experience?" been launched. Customer onboarding has
become so important to the organisation
The project started with research among that a new strategic pillar of ‘establishing
1 Understand the 2 Identify the critical issues 3 Develop the new ideas and 4 Test the new ideas and stakeholders and frontline staff to see what onboarding excellence’ has been established,
current experience and the to enhance existing or build create prototypes to test blueprint the new experience.
opportunities to improve new service experiences. Pilot, test and improve
they thought the issues were with the current to ensure continuous focus on improvement.
or design new experiences Ideate key improvements to Customer Experience, and what data was We are measuring the impact through the VoC
the journey
informing these hypotheses. We collaborated programme.
Source: Based on the British Design Council Double Diamond framework

5. BE PEOPLE FIRST Mapping: utilise existing knowledge and journey


insight, combined with upfront discovery and
Optimising: conduct full analysis and run
stakeholder workshops to identify and prioritise
desk research, to create draft journeys for actions and programmes for change.
CX-EX ALIGNMENT
testing. Focus on identifying touchpoints and
Employees who are positively engaged with However, the path from one to the other is not interactions in the customer journey where Monitoring: measure overall engagement KPIs
their employer’s mission, values and ways of always straightforward. For example, some targeted support could enable employees to and areas of strategic focus, conducting CX
working should be a more engaged, motivated well-established work practices may not align to offer significantly better CX. linkage analysis to guide activity.
and committed workforce. In turn this should changing customer needs. It is vital to align your
support the delivery of better customer CX and Employee Experience (EX) programme Understanding: conduct qualitative interviews
outcomes, a strategy sometimes called initiatives, in order to understand and identify with both customers and employees to provide a
‘Total Experience’. potential issues and blockages. Steps include: richer understanding to expand and develop the
initial draft journeys.

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VOICE OF EMPLOYEE PROGRAMME 6. MAKE DATA-DRIVEN DECISIONS
Many companies don’t realise the wealth of for their input, take their advice, ensure they CX KPIS LINKED TO FINANCIAL action and improved business performance.
knowledge already at their fingertips, just know they’ve been heard and, even better, get PERFORMANCE This makes the KPI a uniquely powerful tool for
waiting to be discovered. Who better to inform them involved in developing the solution. This change and absolutely crucial to rewiring your
you of how customers experience your brand process not only gives CX leaders an up-close Only 16% of CX practitioners globally CX DNA.
than the front-line employees who live it every view of opportunities for improvement, but also say they have analytical models that
day? The employee’s perspective on improving supports the evolving company culture, hiring link CX and business performance. 2 By identifying the measures of success for
the brand’s delivery of Customer Experience, and training practices, and cross functional the board and C-suite, CX professionals can
known as Voice of Employee, provides brands alignment. Key Performance Indicators (KPIs) are central purposefully map their initiatives to support
with a unique look into customers’ experiences, to Customer Experience measurement and them. This is the single most effective way
emotions and struggles. It additionally Maintaining a customer-centric company over management. Customer-centric brands use to demonstrate the value of CX in a language
empowers those employees to take ownership time takes a comprehensive commitment, but them as the rallying call of the voice of the executives understand. Performing financial
of CX outcomes. don’t let this deter you. Find ways to recognise customer to unite their organisations and drive linkage or Return on CX Investment (ROCXI)
people for upholding the brand’s promise and action to improve the Customer Experience. analytics quantifies the link between survey
If you want your employees to know they are reward those who continually strive to improve Individuals and teams often receive targets KPIs and business/financial outcomes. Putting a
valued, proactively encourage them to share the Customer Experience. and remuneration based on KPI performance. dollar figure to your ‘CX north star’ is certain to
their ideas and opinions on how to deliver a At both business and individual levels, KPIs get the attention and buy-in from the C-suite.
better Customer Experience, as well as what’s therefore serve to drive customer-focused
preventing them from doing so. Don’t just ask

Who better to inform you of


how customers experience For
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INSIGHTS AND FORESIGHTS

It’s one thing to collect and analyse data, but Leading CX teams take the lead in driving
it’s another to think about what you will need desired customer behaviours; in driving
to learn and drive within the next 6, 12 or 18 increased retention, share of spend and
months. By identifying what you want to know, advocacy; in driving operational efficiencies; in
you’re able to evaluate any gaps, build research driving a Return on their CX Investment (ROCXI).
and analytics plans and maintain customer- They have a plan to build their ‘dream home’ – to
centric momentum across your organisation. build and deliver on their successful customer
strategy.

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Figure 4 Delivering a Return on CX Investment: ROCXI

Retention Share of
Spend

ROCXI
ROCXI
SUMMARY
Some organisations may not have the resources CX strategy goes beyond measurement and
to follow all of the recommendations outlined reporting results. It even goes beyond ensuring
above. Others may well have already made customers are at the heart of your business.
considerable progress. Regardless of your It means organising your company for success,
Advocacy Operational
situation, crafting an effective and sustainable having the right people, processes and tech
Efficiency
CX strategy is an ongoing process that is never in place, providing a framework to prove
done. But just by taking the first step – even the Return on CX Investment, and securing
Retention Share of Spend imperfectly – and by simply focusing on one employee buy-in from the frontline to C-suite.
Customers are retained Customers choose you more thing at a time, you will reap rewards. Organisations that get this right will undeniably
Retention Share of Spend
and at-risk customers are often lead the way.
Customers are retained Customers choose you more
recovered
and at-risk customers are often
recovered
Advocacy Operational Efficiency
Customers share their positive Customers are served in a
Advocacy Operational Efficiency
experiences with others
Customers share their positive
quality-driven, cost-effective way
Customers are served in a
But just by taking the first step –
experiences with others quality-driven, cost-effective way even imperfectly – and by simply
focusing on one thing at a time,
you will reap rewards.
Source: Ipsos

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IF YOU WOULD LIKE TO ... FURTHER READING

• Know how to upgrade your CX • CX Lens – Ipsos’ Global CX KPI


measurement benchmark database
https://www.ipsos.com/en/introducing-
• Find out about ROCXI analytics to cx-lens-ipsos-global-cx-kpi-benchmark
understand how to calculate the Return
on your CX Investment • CX Service Design – Creating emotional
attachment and brand growth
• Understand how the Forces of CX can help https://www.ipsos.com/en/ipsos-views-
your business cx-service-design

• Learn more about CX Service Design and • The Key to Your CX Success – Finding
how to (re)design experiences to drive the the right customer experience KPI for
right customer outcomes your business
https://www.ipsos.com/en/key-your-cx-
• Learn more about how to rewire your CX success
DNA into a winning customer strategy
• Bridging the Brand Experience Gap –
Please get in touch with us at How to align brand promise and customer
CustomerExperience@ipsos.com experience for business success
https://www.ipsos.com/en/bridging-
REFERENCES
brand-experience-gap
1. Money Talks or Budget Walks – Delivering a Return on Customer Experience Investment: ROCXI
• Embedding ESG in Experience – https://www.ipsos.com/en/money-talks-or-budget-walks
Strengthening customer relationships
FURTHER LISTENING and doing right by the world 2. Ipsos Global CX Voices
https://www.ipsos.com/en/embedding- https://www.ipsos.com/en/webinar-recording-ipsos-cx-global-voices-2022
• Customer Perspective: An Ipsos podcast esg-experience
https://www.ipsos.com/en/customer- 3. The Forces of Customer Experience – The science of strong relationships in challenging times
perspective-ipsos-podcast https://www.ipsos.com/en/forces-customer-experience

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