Execs In The Know- A Global Network of Customer Experience Professionals

Tag Archives: Customer Journey Mapping

Corporate Journey Mapping & The Importance of Internal Advocates

We all know the importance of a raving fan or brand ambassador. Those loyal followers that purchase your product or service time and again. They are willing to recommend you to others and share their experience with their friends. These individuals are pure gold to any business, but what about your internal advocates? Taking care of your own and growing a tribe from within will help to make your business a better place to work and help to spread your message organically through your employees.

Your employees, everyone from customer service representatives who may be the first point of contact, to individuals in HR or Finance, play integral roles in your business. They keep things running smoothly and ensure your customers have pleasant experiences. They can be happy and excited about their job and your brand – or the opposite – which could have a negative effect on other employees, your customers, and ultimately the success of your brand.

Corporate Journey Mapping

We’ve all heard of Customer Journey Mapping – tracking the journey or steps your customer takes to interact with your brand, make a purchase, submit an inquiry, etc. It’s often used as a means to discover what is working and where improvements can be made, to create a more convenient and pleasant customer experience. What not do the same thing internally in your organization and its various departments?

There are a number of areas you should examine to see if there is room for improvement. Start with taking a good hard look at your departments and try to understand the journey your employees have to take. Understanding department gaps can help you avoid disconnect, bottleneck, and save time and frustration for everyone involved. Next move on to the employee experience. Does everyone seem informed and on the same page? Do you have the proper training and technology? Are you creating a positive atmosphere, providing incentives, or providing encouragement and opportunity for growth? Do your employees seem happy and excited to come to work? This brainstorm session can help you identify what you currently have in place and where you’re falling short.

Here are a few main areas you might look to improve:

1) Culture & Transparency

It’s important, especially as your company grows, to try to maintain a consistent company culture across all sites or locations. You must first understand your company mission and values, and then be able to concisely communicate that to employees. Whether it be through a company document, video, or sit down meeting. Find a way for this education and on-boarding process to be fun and memorable. Continue reading

10 signs your CX program needs to work harder

The following is a guest blog by Simon Herd, Director of Design Research at Sutherland Labs. For more information on Sutherland Labs, visit http://www.sutherlandlabs.com/

Many organizations have set up customer experience (CX) programs in the last 5 years, and they’re to be congratulated as it’s an important step to becoming an experience-led business.

CX programs don’t realize ultimate impact immediately, they have to prove themselves and earn trust within the organization and become true masters of their domain. Furthermore, the massive demand for talented CX professionals means that it can be difficult to get the right capability up and running quickly.

But once you have your team in place, how do you make sure resources are being directed in the right areas? Here are a few pointers for executives to watch for to help prioritize where CX capabilities should be directed to increase impact.

1. NPS/CSat scores but don’t have a clear sense of the why

NPS, CSat and other metrics are great as a warning signal of troubled waters, but they are limited in terms of understanding the ‘why’ – what’s motivating a positive or negative score? Engaging directly with customers to get to this ‘why’ – how people use services, when and where – gives context not only to negative scores, but also allows organizations to understand and build on positive experiences. Complementary activities such as social media analysis can add weight, but closer collaboration between CX and analytics teams is key to realizing a holistic view of the entire customer experience.


2. Journey maps that have been created without direct user engagement

Customer journey maps are an invaluable tool for aligning vision and road mapping the ideal customer experience. However, maps created only involving internal stakeholders, or using desk research and analytics can miss key insights and opportunities. If your organization has created maps in this way, they may not be in line with customer needs or priorities and there’s a need to get up close and personal with your customers.

3. Organization has too many customer journeys

If you have a journey map for your web experience, a journey map for your mobile experience, and yet another for your in-store experience you may be missing the bigger picture. It’s a common problem with internally focused CX teams and can be a symptom of being product (inside-out) rather than customer (outside-in) focused. Joining up all your customer experiences will help you frame your customer experience strategy and prioritize for impact.

4. Customer journeys are outdated

Remember that journey maps have a limited life span. Just as people’s behavior changes, and new products and services disrupt the competitive landscape, so too will your customer journeys. Journey maps don’t need to be constantly updated but setting realistic evaluation points will help capture the true current experience, and allow you to reframe and rethink your CX strategy.

5. CX teams lack staff who have a background in human behavior

New teams may be formed of members from product manager and marketing-related roles. These are great skills to have represented, but it’s crucial to go beyond this. The skills and mindset to understand human needs, motivations and behaviors are critical to identifying and prioritizing which design changes will have the biggest impact. For example, understanding ‘Motivation’ may not sound like it has a big business benefit, but motivation actually dictates how far customers will persist with a sub optimal product. Continue reading

Customer Journey Maps: A Tool When You Want Real Change – Webinar

PHOENIX, AZ. October 20, 2016 – Chad McDaniel, President of Execs In The Know, and Andrew Swartz, Director of Design Research at Sutherland Labs, will be hosting the webinar Customer Journey Maps: A Tool When You Want Real Change. The lively and interactive session will take place on Wednesday, November 2nd, 2016 from 12:00-1:00 ET.

In this hour long session, Andrew Swartz will provide a straightforward introduction to user-centered maps, and discuss real-life examples of how different kinds of organizations have used them to solve a variety of problems, from diagnosing and fixing a problem that was causing cancellations of orders; to how to improve the patient experience checking into hospitals.

“We’ve seen this same problem with numerous organizations – most want to improve their customer experience, but many struggle with where to start,” said Chad McDaniel. “Our November webinar, with longtime partner Sutherland Global Solutions, is really going to give you a feel for how to correctly build a journey map and hopefully be a catalyst for change within your own organization.”

To register for the webinar visit https://goo.gl/3m0bTo.

About Execs In The Know

For over 15 years, Execs In The Know has built a reputation of excellence in the Customer Management Industry and a worldwide community of over 50,000 Customer Experience Professionals. Execs In The Know connects people to engaging industry content, thought leadership, current trends, peer-to-peer collaboration, networking, and industry employment opportunities. Examples of this can be seen at their Customer Response Summit events, roadshows, webinars, workshops, Blog Talk Radio segments, Industry Benchmarking Series, blogs, thought papers, and social communities.

To learn more about Execs In The Know, visit www.execsintheknow.com. For more information on their Customer Management Recruitment Solutions, visit www.justcareers.com.

 About Sutherland Global Solutions

 Established in 1986, Sutherland Global Services is a global provider of business process and technology management services. Sutherland offers an integrated portfolio of analytics-driven back-office and customer facing solutions that support the entire customer lifecycle. One of the largest, independent BPO companies in the world, it serves global leaders in major industry verticals. Headquartered in Rochester, N.Y., Sutherland employs over 38,000 professionals and has locations across Brazil, Bulgaria, Canada, China, Colombia, Egypt, Estonia, India, Jamaica, Malaysia, Mexico, Morocco, Philippines, Slovakia, Sweden, UAE, UK, and the United States.

 For more information, visit www.sutherlandglobal.com

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The Best of the Best – Customer Response Summit Seattle

The Empowered CX – Rethinking Service for Mobile & Self-Help Panel ft. HGS, Nintendo, Expedia, and Target.


The following is a guest blog written by Richard Shapiro, Founder and President of The Center For Client Retention (TCFCR). To learn more about their solutions visit their website at http://tcfcr.com/.

Once again, Chad and Susan McDaniel orchestrated a stimulating and educational Customer Response Summit, this time in beautiful Seattle. The keynotes were insightful, panel discussions enlightening and thought-provoking and the attendees were always engaged. Of course, Chad and Susan know how to throw a party and every social event was fun, especially the extravaganza on Tuesday evening at the Tap House Grill. The 80’s were a great era and all the trinkets, music and dancing brought us right back to that decade. Without fail, the opportunity to network peer-to-peer was the pièce de résistance.

The conference began with a behind-the-scenes tour of the Envisioning Center and Digital Crimes Unit at Microsoft. Those of us fortunate enough to attend Monday’s afternoon event were appreciative of an inside look into this major corporation. A picture is worth a thousand words. Perfect way to begin.

Microsoft Tours During CR Summit Seattle


The 1980’s, the theme of the conference, highlighted where we were and how far we have come. Chad, our exemplary MC, began the symposium with several clips spoofing customer service, including one memorable scene from the Seinfeld TV series when Jerry was told there were no cars available even though he had a reservation. Apparently, car companies don’t always actually reserve a specific car; the request is only entered into the system; making Jerry extremely frustrated. The question to the audience: has service improved in the last 30 years? It depends!

The organizations participating in the Customer Response Summit are leaders in their industries. Every participant wanted to learn, share and brainstorm with the Best in Class so their company can improve and provide exceptional service across every channel.

The 80’s were a simpler time with two primary channels of communication: face-to-face and phone. Now, in addition, there is email, chat, text, apps, etc. Consumers are not only using various channels to communicate, they are vaulting between each one making it difficult, almost impossible, to track and serve consumers. It’s an especially laborious task when company budgets remain tight and the cost for technology increases exponentially. Continue reading

NextGen CX For The Digital Age – It’s Key to Business Survival



The following is a guest blog written by Ted Hunting, Senior Director, North America Marketing and Global Demand Generation, at Genesys. Learn more about Genesys by visiting their website.

To hear more about this topic and others like it, join us at Customer Response Summit Seattle, September 28-30th, 2015.

Gartner’s CEO has proclaimed that Digital Business is Upon Us. Companies that think they are not digital businesses will be out of business and the companies that will win in this era of digital transformation are those companies that make the most of every business moment. What Gartner is proclaiming is key to every company in every industry is essentially “customer care for the connected consumer” – the key topic of the Customer Response Summit Seattle. It’s also why I encourage customer care and CX leaders to attend what I have found in the past to be an extremely enlightening event, attended by smart, energized customer care executives and luminaries. From speakers, to networking, to innovative new ideas in the “Idea Lab”, it will be a fun few days of learning and “eureka” moments.

As CX and contact center leaders in our companies, we are now squarely in a position to help our companies make the most of every business moment and create the connected customer. The business moment occurs via customers hitting web chat, social channels, webpages, IVRs, mobile apps, text messages, and of course good old fashioned phones and email. These business moments, which historically started with the phone, have now changed 180 degrees with digital being the first and preferred communication channels for today’s connected consumer. Continue reading

Multi-Channel Mayhem: Creating the Ultimate, Connected Customer Experience Webinar


WINNIPEG, MANITOBA. April 8, 2015 – Chad McDaniel, President at Execs In The Know, will be moderating the webinar, “Multi-Channel Mayhem: Creating the Ultimate, Connected Customer Experience,” Tuesday, April 21, 2015 from 1:00-2:00 ET. Dan Gordon, SVP Strategy and Development at West Interactive, global leader of contact center transformation services, and Chris Toon, Product Manager, Customer e-Services at ADT, leading provider of home security and automation products and services, will also be speaking in the webinar. Continue reading