Customer Experience Research Tips and Practices

Blog

Become a Member SIGN UP!
  • Contact us
  • Lessons Learned at the Forrester Conference: “Data is the New Sexy”

    Once a year I look for an event to attend where I can learn something new and get better at what I do. This year, I attended an event hosted by customer experience research organization Forrester – the Forrester Global Council Meeting and the CXNYC2018 Forum in New York. 

    Usually, the big win from events like this is the opportunity to network and meet new contacts. This year, though, the Council meeting felt like school – which I loved. These are the “aha moments” I am eager to share.

    “Stop decorating. Start renovating.”

    Do not build a CX strategy that is disconnected from your business strategy, and that nobody knows. Don’t maintain a VOC program that tries to fix journeys if you never built those journeys with the customer in mind.

    And stop obsessing over NPS scores versus improving the customer experience.

    Instead, focus on your customer needs. And pa attention to what your customers perceive as value. Then, build your competitive advantage around that. Listen to your employees. Often, they have the best ideas. Create customer business value.

    Then execute, execute, execute!

    Customer Experience Research is a real thing!

    As a customer experience professional, you have a variety of tools to use to conduct customer research. Of course the tools you choose depend on your phase of discovery, and how strategic or tactical the question you are answering. Remember, the broader the question you are asking, the more qualitative your methods should be.

    At the discovery phase, when you are looking to find what problems exist, you can conduct interviews, diary studies, or ethnography. When problems are defined and you need to find the best ways to solve those problems, get more specific with surveys and usability testing.

    And, if you are looking to evaluate a solution you have built, apply A/B/multivariate testing and cognitive walkthroughs.

    “Data is the new Sexy!”

    Customer obsession is nothing more than a dream if you lack the analytics to drive it. You achieve productive customer insights only when you are able to capture and analyze data across channels. CX insight professionals need to be comfortable looking at data from online to offline channels, and they need to derive insights from known data to anonymous data.

    Customer analytics methods are interconnected. They have dependencies that must be kept in mind. It is impossible to get to customer lifetime value without a solid grasp on customer churn. Understand the sequence and educate your executives about the complexity and funding required to get end-to-end insights. Most organizations are inundated by data.

    However, they do not take the extra steps to derive insights. Unfortunately, customer experience research cannot even begin without the foundation of data strategy and execution that can inform and empower the researcher to ask the right questions.  Without data, strategy is based on opinion. But that is not enough. You need a data-led strategy to survive.

    Now start aggregating data!

    Get More Customer Experience Research Tips

    Subscribe to The Petrova Experience Newsletter.

    NPS Best Practices

    Last week I spoke at the Corinium CCO Fall Conference. One of the discussions we had was on the very popular topic of Net Promoter Score best practices and its efficacy to gauge customer satisfaction. We had such great engagement that I want to share…

    Continue reading

    United Airlines Culture Problem

    I am often asked what organizational culture is. Frequently, I meet with executives who are feeling defeated by the scale and complexity of leading cultural transformations. So, where do you begin with cultural transformation? And as someone invested in organizational culture and leadership, how do…

    Continue reading

    What is Journey Mapping?

    Although we have published more than 130 articles on customer experience, we still have not dedicated an article to journey mapping. Journey mapping is the most widely recognized customer experience design and management concept. It is also the most poorly executed customer experience tool. Myriad…

    Continue reading

    Is AI Really The Answer?

    Earlier this week we shared some of the pitfalls of implementing  self-service and highlighted the importance of strategic and empathetic implementation.  AI (artificial intelligence) is one of the self-service tools in the customer service professional toolbox today. It is also one of the new buzzwords,…

    Continue reading

    Bad Customer Experience

    Doing the right thing when things go wrong is not exactly a good business case. But many do it anyway. Why? Because brands want to protect (and grow) their brand equity through human-centered customer experience design of their products and services. In that sense, the…

    Continue reading

    Culture Starts at the Top

    Without a leader who believes that today’s business success is about acquiring and retaining customers, you cannot even begin the process of building a culture. Leaders who are passionate about the customer are also passionate about creating culture and employee engagement.

    Continue reading

    What is Taxing Your Customer Experience?

    In our customer experience consulting engagements with organizations from travel and transportation to corporate environments, we see the same six challenges to delivering seamless customer experiences. The struggle to deliver experiences that meet and exceed customer expectations across these six fronts threaten the CX-ROI connection…

    Continue reading

    Price Based Country test mode enabled for testing Colombia. You should do tests on private browsing mode. Browse in private with Firefox, Chrome and Safari