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You can’t have a customer journey map without a customer

At a CXPA event my good friend Lisa told me about a conversation she recently had. She was talking about the need to do some journey mapping, and mentioned how a good map takes 12-16 weeks. Her conversational partners’ response was, “What do you mean? I have the software – I can have that knocked out in a half-day.”

You can probably guess Lisa’s response, and it wasn’t positive. And Lisa’s not alone. In our survey of journey mapping best practices, CX practitioners agreed that involving customers was one of the top three requirements for a successful journey map (the other two were to involve a broad cross-functional team and to select the right journey to map). Yet, so many people seem to think it’s about the map itself.

Let’s set the record straight. Yes, the map is critical. The right map is a strategic tool in the hands of a CX leader. It helps her engage stakeholders and help them understand customers’ critical moments of truth – those points in the journey with a disproportionate impact on loyalty. And we spend a lot of time making sure that our maps clearly call out the customer needs.

What Really Drives Chnage?

But as powerful as a journey map can be, it’s the mapping itself that truly matters. Getting your teams to hear the literal voice of the customer is a critical driver of customer-focused improvements. Customers’ open-ended feedback on the journey offers a goldmine of information that can showcase where you’re building loyalty – and where you’re destroying it.

The right method of involving customers vary. I love a good digital ethnography, as reported in last week’s post. In-home (or in-office) interviews are also powerful, since they show the customer in his or her natural setting. Even a focus group can sometimes work wonders, although I’m not a huge fan of that methodology.

But the most critical component of any journey map is that it’s based on the raw voice of your customer. And that’s not going to happen in a half-day in your office.

How Wolters Kluwer Financial Services builds a great B2B customer experience – an interview with interim president Pete Koehn

KOEHN_WebsiteImagine a former accountant leading an organization that helps banks manage regulatory compliance.  You might picture a reliance on financial facts and figures making it unlikely for a customer experience program to take root. If so, then you clearly haven’t spent any time with Wolters Kluwer Financial Services.

Pete Koehn is interim president of Wolters Kluwer Financial Services’ Risk, Originations and Compliance business unit. Prior to this position, he served in both finance and operations. But both led him to appreciate the role of engaged customers and employees, and of their dual role in driving results.

Wolters Kluwer Financial Services has been growing rapidly, with some of that growth through acquisition. Shortly after Pete stepped into his current role, his Senior Director of Professional Services Darin Byrne approached him about how customer experience practices could help alleviate any customer service disruptions, while paving the way for even greater growth.

His initial response?  “My immediate question was, ‘Is this a real discipline?’

Darin, a CXPA member, assured him it was, sharing maturity models and best practices, and Pete quickly bought in. Since that time, “We’ve used customer experience as a mantra – let’s understand the voice of the customer. With customer experience in mind, we’ve made changes that have really helped us with this overarching idea of getting our business to act as one.”

Three of those key changes they’ve made are in the area of structure, governance, and culture. Read more

Why is Ace Hardware trying to buy my loyalty?

Settergren'sNo neighborhood is complete without the local hardware store. Ours is Settergren’s, an Ace Hardware that’s been in business for over a hundred years.

Like most of it’s compatriots, it’s the anti-Home Depot. You get a good selection at a decent price. But what really matters is the convenience and the really good advice from people with dirt under their fingernails who know what kind of nail to use and can recommend the best caulk for your situation. We stop by there not just to get tools, but to ask for advice on a job or to look for a contractor.

Settergren’s is a neighborhood institution. On a Saturday afternoon it’s crowed with people coming for paint, nails, mulch or a shovel. They’re active in the community and neighbors regularly talk about how much they love Settergren’s.

So it surprised me when they came out with a loyalty program. You earn points by spending money with them which comes back in the form of a card good for $5 in purchases.

Who thought THAT was a good idea? Read more

What the heck IS loyalty, anyway?

Is it your Net Promoter Score (NPS)? Customers who say they’re likely to purchase again? Some other survey metric?

Or is it something else.

If you spend as much time reading customer experience (CX) reports as I do, you might pick up on a theme. Many of us actually believe that if a customer says they’ll purchase more from us, then they actually will. So we call that loyalty.
Read more

Customer Experience is a Partnership – Interview with Robin Schribman, VP of Customer Insight and Customer Experience, Thomson Reuters

Aiming for the Heart of their Customers

This is the fifth in our Aiming for the Hearts of their Customers interview series, with seven Minnesota customer experience leaders sharing their strategy for the coming year. In this article, we catch up with Robin Schribman, VP of Customer Insight and Customer Experience at Thomson Reuters.

You can see all of the interviews here:

Overview

Robin SchribmanThomson Reuters is a global B2B information, software and news company, with customer experience roles within each of their professional business units. Robin’s role, in the Global Brand Marketing Group is to focus on customer experience and insight that includes content creation, guidelines and integration efforts.  She has specific responsibilities for customer insight in the financial and risk business. Read more