Resources

Resources & Customer Journey Mapping Tools

Customer experience is the driving force behind any business. Resources such as suggestions from experienced CX professionals, white papers, case studies, and journey mapping tools can help you improve your business’s ROI and overall health. Access these valuable resources below.

Do you have what it takes to succeed at CX?

Have you taken a look at our latest whitepaper? Also accessible from the resources page, it details strategies and insights for ensuring that your next CX initiative is a successful one that will pay for itself with opportunities for profit and growth.

Access it here: How to Select a CX Platform for Maximum Impact


Interested in workshops? Read more here.

Interested in journey mapping? Read more here.

Interested in improving your CX? Read more here.

CX Webinar Invitation, August 27th

Do your employees love your company?

Jim Tincher joins Shiftonomics to break down the customers’ journey, and how strongly it is impacted by corporate culture and the effort the company puts into empowering its frontline teams.

You’ll Learn

  1. How to hire people who care
  2. Keys to maintaining employee engagement
  3. How to map each customer’s journey
Taylor Pipes

About Taylor Pipes and Jim Tincher

Taylor Pipes, an industry specialist from Branch Messenger, is joined by Jim Tincher to talk about the customer and employee experience. With a lifelong passion for customer experience, Jim founded Heart of the Customer to help companies of all sizes increase customer engagement.

Reserve your spot here.


Interested in workshops? Read more here.

Interested in journey mapping? Read more here.

Interested in improving your CX? Read more here.

White Paper: Designing a World-Class CX Approach

What does it take to design a customer experience (CX) program that drives business results? 

The CXPA identifies six disciplines as core to an effective CX program: 

  • CX Strategy 
  • Customer-Centric Culture 
  • VOC Customer Insight & Understanding 
  • Experience Design Improvement &Innovation 
  • Metrics &Measurement ROI 
  • Organizational Adoption & Accountability 

This CX white paper, written in conjunction with Intouch Insight, walks through the six disciplines, with tips on how to use them to build a roadmap to success.

Webinar: Win More Business through a Game-Changing Customer Experience

Join me for a live webinar that I get to be a part of on December 13th at 11am PST/2pm EST. I will be speaking with Nicole Geosits, Manager of Customer Happiness at Acuity Scheduling, and Kaan Ersun, SVP of Marketing at Solvvy, for a Solvvy webinar sharing how you and your company can win more business through a game-changing customer experience.

We will be exploring the customer experience shift that places a premium on the CX role prior to making a sale, as future success of organizations will be judged not only by their ability to retain customers, but also win them. How can you differentiate yourself, map the journey, simplify, and win through emotions? Tune in and find out. Sign up here: http://ow.ly/xNzb30gIYDF

Driving Change Through Journey Mapping

Too much journey mapping is done in an intuitive manner. Which is why half of all journey maps fail to drive action. We surveyed over 100 practitioners and vendors to learn the best practices, and published them in this white paper. You can see a summary in the attached infographic. Look for this year’s journey mapping survey to go out next month!

“I’m new to CX – what do I do?” Seven Steps for the New CX Leader 

One of the pleasures of my role is that I get to meet people new to customer experience (CX). Being a relatively new discipline, CX doesn’t have much bench strength, so we bring in others from other disciplines who have the passion, but not the experience.  

This post is dedicated to those who have a passion for improving their customers’ experience, but aren’t 100% sure where to start. The items below aren’t completely linear—you can’t wait until one is done before you start the next—but they do list a good order in which to begin.  Read more

Two-thirds of all journeys maps fail to drive change. Don’t be a statistic.

Customer journey maps are a customer experience (CX) leader’s best friend. Done well, a journey mapping initiative aligns your teams around a shared vision to an improved customer experience. Effective journey maps engage your entire company to align on your customers’ moments of truth, showcasing how to create more loyal customers.

Unfortunately, these initiatives fail far too often.

But don’t take my word for it. Listen to the voice of the industry, from our first annual Journey Mapping Best Practices Survey. We surveyed over one hundred journey mapping practitioners and vendors to discover the state of the art in journey mapping.

The results weren’t encouraging. For those practitioners who have had time to evaluate their success, half gave their journey mapping initiative a failing grade. The key reason? A failure to drive action. Read more

Building a customer room at Prudential – an interview with Jason Kapel

A customer room is a fantastic way to communicate just what it’s like to be your customer. Jason Kapel of Prudential discussed their customer room at a CXPA meeting, and I asked him to share his experience with our readers.

How did you come up with the idea of a customer room?

I wanted to get people engaged with the idea of CX—not just hand them another article, or give yet another PowerPoint presentation. I wanted to get people really engaged in the idea. So after reading about a health insurer’s customer room, we built a room of our own and took it to Prudential’s primary employee locations as part of a CX roadshow.

And what is a customer room, exactly?

A customer room is exactly what it sounds like: a room full of information about customers that employees and other visitors can experience in a unique and interactive way. Simple to understand—but complex in how it helps people understand the purpose and usefulness of CX. Read more

Journey Mapping Case Study: You’ve Got to Be in It to Win It

document-1446078_640In B2B transactions with large companies, it’s all too easy to forget that no matter how big (or even faceless) a company might seem, individual decisions are still made by individuals, just as surely as if it were a mom-and-pop shop up the street. Journey mapping is the perfect tool to explore the thoughts, feelings, and motivations of those individuals, to boost sales and enhance business relationships.

Our client, a well-respected powerhouse in the financial services industry, offers software that accelerates manual process. They called on Heart of the Customer for a kind of company “tune-up,” to ensure they were staying one step ahead of the competition, and to grow sales by gaining insight into their customers’ software-selection process.

We began the journey-mapping process by interviewing both existing clients and prospects. This data-gathering phase helped us identify the different phases of the decision-making experience, and to identify the two key segments (or “personas”) that made up our client’s customer base: Frustrated Frank and Inclusive Anne. Read more

A bad customer experience is like an Iowa radio station

When I was a kid, my rural Iowa hometown got a new radio station. It wanted to be a radio station for everybody, so it would play one song from the eighties, then one from the seventies, the sixties, and so on. The theory was clear: if you play something for everyone, everyone will be happy.

Of course, in the real world, that theory doesn’t actually work. Instead of pleasing everyone, the radio station didn’t make anyone happy. If you’re looking for Electric Avenue, you won’t love it when Sugar Sugar comes on. Whether you prefer modern hits or oldie classics, you’re sure to be disappointed quickly. Like my hometown radio station, pleasing everyone will just frustrate your customers. Read more