How Would You Rate Your Experience? A Primer on Transactional Surveys

I’ve seen organizations use transactional surveys to learn everything about their customers’ short-term brand experience, including ease-of-purchase and how quickly that package actually arrived. Customers keep a company going—it literally pays to listen to them.
Leveraging Transactional Surveys

Surveys are one of the most direct and effective means of gathering insights. They provide what many customers crave most: an easy-to-access platform they can use to voice their thoughts and opinions about a brand.

To make this process as efficient as possible (and to make it simpler for companies to source different kinds of feedback), several types of surveys have emerged over the years that make it easy to focus on customers’ opinions about transactions, brand relationships, and the like. I’ve found one such questionnaire, the transactional survey, to be an invaluable tool for assessing almost any customer touchpoint. Let’s briefly discuss how it works.

What Are Transactional Surveys? How Are They Used?

Transactional surveys can be used to gauge many touchpoints, but the one they’re typically associated with (and the one they’re named for) is a key part of the brand experience: the sale. In my experience, transactional surveys are an ideal way to gauge customers’ immediate feelings about a purchase because they can be used to solicit feedback quickly. Below is an example of a post-transaction survey in action:

Transactional Survey in Retail
A Post-Transaction Survey in Retail

I’ve seen organizations use this tool to learn everything about their customers’ short-term brand experience, including ease-of-purchase and how quickly that package actually arrived. Customers keep a company going—it literally pays to listen to them.

Using Transactional Surveys in the Call Center

Transactional surveys are a great way for customers to gauge purchases, but their utility extends far beyond the point of sale. I’ve also seen them be useful for evaluating call center experiences.

Poor call center interactions can quickly land an organization in a sea of bad reviews, but transactional surveys can provide an opportunity to ensure smooth operations, source invaluable feedback, and demonstrate that a company cares about their customer experience. Because surveys can be used to gather all of these insights quickly, I’ve found them to be a valuable tool for streamlining both customer experiences and feedback.

Using Transactional Surveys Online

Whether a customer is browsing an about page or trying to file a product claim, transactional surveys can easily be incorporated into website feedback tools. Companies can implement just about any question at just about any website touchpoint, making it simple to quickly collect feedback about website language, page click orders, and a host of other user experience elements.

This type of feedback is where transactional surveys’ ability to deliver feedback in real time is especially helpful. Companies can be made aware of website flaws or customer complaints just after they occur, enabling product teams to correct mistakes and respond to feedback faster.

Survey Symbiosis: Leveraging Transactional Surveys in Your Feedback Strategy

There’s no better means of capturing immediate feedback about a short-term brand experience than with transactional surveys. Their speed, size, and ease of use make them an invaluable way to connect customers and organizations.

I also believe, though, that while transactional surveys provide plenty of valuable information on their own, there are other types of surveys that can deliver insights that are just as valuable for other purposes. Companies that blend multiple types of surveys into a single feedback strategy can gain a much richer portrait of their audience.

Regardless of how many kinds of surveys an organization uses, though, they’re all only as relevant as the action that companies take with them. Proactivity and a willingness to act on feedback are the keys to whether a survey strategy is ultimately successful. That’s no less true for transactional surveys than for any other insight-gathering tool.

If you would like to learn more about transactional surveys—and how you can pair them with relationship surveys—check out “Uniting Transactional and Relationship Surveys to Capture the Entire Experience” today!

Social Listening Solution

Many organizations are drowning in pools of untapped social data. Why? Because options to structure and analyze that data can be limited and even if businesses are able to compile that data, it often remains siloed from other data, such as voice of customer (VoC), call center, and more. That’s where InMoment’s game-changing customer social listening solution comes into play.

InMoment’s solution not only allows brands to access that data, but also to integrate that with other data sources, providing scalability and the deep, data-driven understanding that teams need to achieve their goals. 

But don’t just take our word for it! Check out the  three benefits real companies have realized leveraging InMoment’s customized social listening solution.

3 Benefits of Leveraging a Customized Social Listening Solution 

Benefit #1: Greater Access to and Value from Social Data

Benefit #2: Structure Massive Amounts of Natural Language Feedback

Benefit #3: Effectively Filter Social Content to Only Extract Relevant Data

Benefit #1: Greater Access to and Value from Social Data

A consumer electronics brand who partnered with InMoment previously approached Voice of Customer by designing, distributing, and analyzing a wide range of surveys. The brand knew they needed to diversify and optimize their approach to customer experience (CX) to continue to improve, so they partnered with InMoment! Their new partnership allowed the company to integrate social media content with their VoC data. This push allowed them to: 

  • Reduce survey spend by substituting social signals where possible
  • “True up” social data with survey responses to explore the feasibility of reducing their survey spend
  • Identify common themes and correlations in the social data to use as a reliable, immediately-actionable proxy for customer survey responses

Benefit #2: Structure Massive Amounts of Natural Language Feedback

A leading architect firm has leveraged the InMoment platform to structure and analyze massive amounts of natural language feedback. The firm now has the ability to achieve a deep, data-driven understanding of customer experience in airports by mining omnichannel social media data from dozens of America’s airports. The result?

  • A data-driven voice of customer program that can help win contracts and build airports that better serve stakeholders and travelers alike
  • More meaningful and accessible analysis of social data via the platform’s intuitive functionality 

And to top it all off? The customized social listening solution had a one week integration time, encompassing three data sources, 869,973 words, 30,000 travelers, and the top ten airports!

Benefit #3: Effectively Filter Social Content to Only Extract Relevant Data

Both brands we mentioned before had what many companies think they need: large amounts of data. But the problem with so much data is that it is difficult to find the signal through the noise and filter out the insights that will really make a difference.  But with InMoment’s social listening solution’s ability to effectively filter out actionale, relevant data, these two companies were able to see incredible return on investment.

Here’s what the benefits look like:

  • Run better surveys by identifying insight gaps
  • Easily configure flexible one-off analyses while also establishing and validating long-term trends
  • Help leadership teams make better-informed decisions around marketing and product strategy

When it comes to mining social data, working smarter, not harder is always the best route to take. Many companies struggle to grasp a true understanding of their client experience, thinking they have an ear to the ground because the data is rolling in. But all data is not created equal! That’s why it’s essential to have  a customized social listening solution to unlock  structured data, analyze for key insights, and capitalize on the most relevant opportunities. 

Learn more about InMoment’s customized social listening solutions here!

Customer Onboarding Experience Surveys

It’s no secret that customer onboarding is one of the most crucial (and oftentimes challenging) stages in a customer’s journey with your brand. Indeed, the onboarding process usually ends up setting the tone for their subsequent interactions with your employees, their  perception of your messaging, and even their product experience (PX). These and other variables make a well-designed onboarding experience of utmost importance to organisations and their customer experience (CX) initiatives.

Today’s conversation briefly touches on how your organisation can ensure that its onboarding experience isn’t just up to par, but built to ensure bold, human, and dynamic relationships with your customers. There are several reasons a lot of brands have mediocre or subpar customer onboarding; one of the biggest is because they don’t design their onboarding surveys with the end in mind.

What Is Designing with the End in Mind?

One of the most commonly held beliefs in the customer experience world is that a CX programme that gathers incoming data is a CX programme that’s good enough. This isn’t the case. Your initiative should be more than a metaphorical trawler net for data, especially if you want to fundamentally improve your customer onboarding processes. This is especially true for onboarding surveys.

Rather than aiming to collect data and then attempt to mine insights after the fact, brands should design their onboarding surveys with the end goal in mind before collecting any feedback from new or prospective customers. This approach may seem a bit unorthodox, but I promise it will save you time, resources, and customers. Designing with the end in mind will also make it much simpler to actually improve opportunity areas, not just identify them.

How Can Brands Design with the End in Mind?

There are a few best practices to bear in mind when designing (or redesigning) your customer experience surveys with the end in mind. Additionally, remember that these practices don’t have to apply solely to your surveys; you can aim them toward any facet of your experience programme and any goal that you need it to achieve.

First, take a hard look at your existing onboarding survey; evaluate what your existing customers have said it accomplished well and where it could’ve been better. Gather similar feedback from customer-facing and CX teams as needed. Identifying factors like these before you deploy your survey will give it (and indeed your wider programme) a proverbial north star, which will help you decide which audience segments and channels to devote your CX resources to.

Additionally, once you’ve identified the data you need your survey to collect, spell your related onboarding improvement goals out in concrete, quantifiable terms. Defining your goals with numbers will help you identify improvements much more precisely, and will also give you something tangible to present to the boardroom when you move to secure additional funding. A lot of programmes get stuck in defining their objectives abstractly, which can make it difficult to ascertain whether any improvements were actually made. This approach nullifies that problem.

Click here to learn how Virgin Money was able to improve their customer onboarding experience.

Meaningful Experience Improvement

Designing with the end in mind is not a simple task for any element of a CX initiative. It’s an approach that demands a great deal of time and discipline at the start of the process, followed by continuous dedication as you begin to collect insights. However, if your organisation is ready to invest that effort, you’ll begin to see much more promising results from your surveys than if you simply turn your listening posts on and dredge your data lake for anything potentially useful. Designing with the end in mind saves you and your team a great deal of both time and effort down the line.

Why? Because this approach will grant you only the most pertinent insights and feedback, enabling you to create meaningful Experience Improvement (XI).

Click here to read my full-length point of view article on what else your organisation can do to create consistent, successful, and peerless customer onboarding experiences. I present a few other best practices I’ve observed (and executed) in my many years within this space, and know that they will help you on your journey to improved customer onboarding.

Customer Aggression in the Workplace and how it impacts the employee experince

We know that everyone is sick of talking about COVID, but the pandemic has had far-reaching effects on customer experience (CX) and employee experience (EX) that will persist long after the virus is finally contained. Staying on top of these effects is hugely important to continuous Experience Improvement (XI), which is why today we want to take you through one of the biggest elements we noticed in our recent experience trends report: customer aggression in the workplace.

Even if aggressive customers haven’t been a problem for your brand specifically, you’ve no doubt heard all the horror stories about employees and brands for whom they have been. The problem has become widespread enough that it’s changed many employees’ workplace expectations, and it’s in that context that we all need to consider a few questions. Why has this become so much more common, and how has that problem changed employee experience?

The Roots of Heightened Customer Aggression

Figuring out how best to respond to aggressive customers begins with finding out why this problem is ramping up to begin with. The answer probably won’t surprise you: the pandemic has been, to put it lightly, an extremely stressful time. Our research and that of many other organizations have found a direct correlation between that stress and the customer aggression we’re seeing in workplaces around the world.

As you might expect, this aggression has resulted in big changes when it comes to employee expectations. Whether it’s diffusing unruly airline passengers or a fight over Pokemon cards (not even kidding), many employees are experiencing enforcement fatigue from attempting to uphold COVID regulations in the face of hostile customers. As a result, many employees are expecting brands to make some pretty big changes in the post-pandemic era.

How Customers and Employees View This Problem

Another factor critical to addressing aggressive customers is understanding how experience stakeholders view the problem. That was another element to all of this that we closely researched, evaluating both customers and employees across a few different demographics. What these folks had to say might surprise you!

For example, when asked “what would you think if you witnessed a customer acting aggressively toward an employee at a place of business?” only 48% of customers said they’d perceive that behavior negatively. 6% of customers would develop a negative perception of the employee and the brand. Finally, when we looked at this data against a more generational backdrop, it became clear immediately that Generation Z shoppers would be the most likely to feel empathetic toward the employee.

Impact of Customer Aggression on Employee Experience and Brand Perception
Image #1: Customer responses to the question,“What would you think if you witnessed a customer acting aggressively toward an employee at a place of business?”

To be clear, this question was asked under the assumption that the employee remained calm while the customer was being aggressive. But what happens when we change the scenario to both parties being aggressive toward each other? With that change thrown into the mix, 24% of customers had a negative perception of all customer behavior, Generation Z shoppers became less empathetic toward the employee, and negative sentiment toward the brand among all customers skyrocketed from 6% to a whopping 35%.

Customer Aggression and Employee Aggression
Image #2: Responses if the employee was aggressive in return

Clearly, mutually assured aggression isn’t the solution. What is

Employee Commitment 

The conventional wisdom for a lot of brands here is to closely support employees as incidents like these occur. That’s certainly important, but as The Great Resignation is demonstrating, strictly reactive support is insufficient for employee Experience Improvement (XI).

The answer, then, is for brands to dig much deeper in their employee support, going from reactive employee advocacy to something more fundamental and progressive: employee commitment. You can achieve employee commitment by working hard to drive trust, transparency, and communication, with the end goal being to help employees feel a human, emotional connection to their work. Taking this proactive tack with your employees won’t ‘just’ empower them to deal with aggressive customers; it will help your organization retain talent amid all this unprecedented churn.

Defining how exactly to go about employee commitment is going to look different from company to company. The work isn’t easy and can take some initial time, especially as you identify the end goals your commitment initiative needs to fulfill and then design that program around them. But that guiding ethos of trust, transparency, and communication makes a world of difference for employees who are feeling fatigued from aggressive customers. It’s an approach that will make them feel truly supported instead of just patronized, which will inspire them to handle these situations gracefully and create Experience Improvement for themselves.

Understanding and dealing with customer aggression is extremely important, but there’s a lot more to this experience universe for brands to consider. Want to learn more about the trends we’re seeing amid employees and customers in 2022? Click here to read our full-length trends report for this year, where we take a deep dive into everything brands need to know for their experience initiatives!

How to Grow Employee Experience Maturity

This article was originally posted on CustomerThink.com

Sacagawea, a knowledgeable young Shoshone woman, successfully guided Lewis & Clark through the Louisiana Purchase territory, all the way to the Pacific Ocean. Tenzing Norgay, a Sherpa, whose backyard was the Himalayas, successfully guided Edmund Hillary on the first successful ascent of Mount Everest. Ports around the world have skilled and experienced pilots whose detailed knowledge and map-memory of local shoals, sandbars and currents is essential to guide arriving ships to their berths. 

In the modern era, Tim Berners-Lee was the trailblazer of computer science—the inventor and mapmaker of the World Wide Web and HTML—without whom we simply wouldn’t have the internet of today. And then there’s Steve Wozniak, the technical pathfinder behind the initial system for Apple products and services. Every successful journey greatly benefits from having a reliable, capable, amply proven guide, especially one using a detailed, user-friendly map with signposts to mark steps needed to reach the intended goal. It is as true with employee experience (EX) improvement. There is a clear path to greater employee experience maturity and employee insights success, with a map and signposts to aid the guide.

4 Signposts on the Employee Experience Maturity Path Map 

There are four distinctive signposts which serve as a guide up the employee experience maturity path, each one bringing organizations closer to their goal of optimal employee behavior and value as enterprise assets. These signposts, or markers, represent the points along the path, or the trajectory, employee experience has taken, as companies become more mature in a) how they consider employee contribution, in other words the importance attached to it, and b) what role, or roles, employees have in enterprise culture, strategy, and business outcomes.

#1: Employee Satisfaction

The enterprise EX improvement and insights journey path often begins with very basic employee satisfaction, as companies are principally looking to manage and measure behavior at a macro level. For the employee experience maturity trajectory, it is the point of embarkation. Employee satisfaction will typically include job-related factors like compensation, workload, perceptions of management and leadership, flexibility, teamwork, resource availability, etc. 

#2: Employee Engagement

The next, and first real, EX journey signpost brings many organizations to employee engagement. Engaged employees have a stronger sense of purpose within the organization. Here, the predominant, HR-formed, construct is to consider employees as costs of doing the company’s business, and the overall objective is for their fit, utility, and productivity within the enterprise.

#3: Employee Commitment

This signpost represents and recognizes arrival on the path of a deeper awareness of what creates and shapes the full EX landscape: employee commitment to the organization, to its product and service value proposition ,and customers – and plan to optimize business outcomes and stakeholder value. Part of this more progressive awareness is also understanding, and mitigating, things which can impede EX success. Employee fit, utility, and productivity are certainly important, but they are insufficient where real employee experience and linkage to customer value delivery are concerned. Organizations need to have more contemporary and actionable insight into what motivates employees, connects them to the culture and customers, and drives their behavior as invested, highly contributory enterprise assets. 

#4: Employee Advocacy

This signpost has the EX parallel of the flag planted at the top of a mountain peak. Few organizations are able to reach this terminus point on the path (although it is certainly within reach, with strategic focus and discipline, for virtually any company). Companies with high rates of employee advocacy, and its accompanying strong set of business outcomes, are those which have embedded commitment and customer focus into the enterprise DNA, and where the culture, operations, and processes all flow through stakeholder value creation. 

How Does EX Improvement Impact Customer Behavior?

In looking at the progression from satisfaction to engagement to commitment and advocacy, we have examined research conducted over the past three decades. What we have observed are studies that examined some contributing factors of employee experience and value, such as reward and recognition, job fit, training, career opportunities, work environment, and departmental and management relationships. But the critical component often totally missing, or lightly addressed, from all of this material is the definitive linkage and commitment to customers.

Tony Hsieh, the late founder and CEO of Zappos, said: “The brand is just a lagging indicator of the company’s culture.” He hit the mark with that statement. Brand image needs to be complemented and supported by a culture and set of processes dedicated to both employee and customer experience. That brand promise has to be delivered for customers every time they interact with the company. Contribution to customer experience also needs to be fully, and strategically, baked into the organization and into every employee’s job description.

Consider how frequently your customers come in contact with your employees, either directly or indirectly. Whether it is through a computer screen in a customer service chat, on the telephone, or in person, every employee, whether customer-facing or not, should be an enthusiastic and committed representative for the brand. If, today, employee satisfaction and employee engagement are not designed to meet this critical objective of the customer experience, almost inevitably there will be a sub-optimal downstream result with regard to customer behavior.

The Importance of Creating a Culture of Commitment

In any group of employees, irrespective of whether it’s a service department, technical and operational division, or a branch office, there will be differing levels of commitment to the employer’s brand and the company itself, its value proposition, and its customers. If employees are negative to the point of undermining, and even sabotaging, customer experience value, they will actively work against business goals and outcomes. However, if employees are advocates, and whether they interact with customers directly, indirectly, or even not at all, they will better service and support customers.

For companies to create and sustain higher levels of employee advocacy, it’s also essential that the employee experience be given as much emphasis as the customer experience. If employee commitment and advocacy are to flourish, there must be value, and a sense of shared purpose, for the employee (as well as the company and customer) – in the form of recognition, reward(financial and training), and career opportunities. Combined with advanced analytics and other employee-related data, the advocacy concept can lead and enable any organization to be more stakeholder-centric, flexible, dynamic, and financially successful.

This is a clear path and map to EX maturity. Where is your company on the journey?

Buyer Interviews for B2B brands

B2B purchasing decisions are complex. They’re financial. They’re political. But more than anything—they’re unpredictable. While B2B firms have more systems in place than ever to predict sales outcomes, they’re still blindsided when prospects choose another vendor.

But it doesn’t have to be that way! To avoid this fate, it’s critical to have a process in place for exploring, analyzing, and improving the buyer experience—win or lose. You might have already guessed it, but I’m talking about buyer interviews.

Using the Right Listening Technique

There’s no one right way to collect feedback. It depends on the audience, the timing, the circumstances, and ultimately—what you’re trying to learn. Whether you’re sending SMS surveys, analyzing social reviews, or conducting phone interviews, it’s about using the right listening technique for the situation to get the best results.

Following the methodology below, our own customer experience (CX) program (Elevate) is successfully getting feedback from upwards of 90% of closed sales opportunities in our best months—and the insights are invaluable.

Here’s what we’re doing and why we think it is successful. 

Building Human Connections

For our post-opportunity listening post, we’ve found that interviews are the most effective way to engage buyers. And the intelligence we glean from these “buyer interviews” is impactful across teams.

Interviews can either supplement or replace a post-sales survey. I’ve found that many buyers actually prefer spending 30 minutes on the phone with me rather than two-minutes completing a survey. 

Also, the suggestion of a phone call lets the client know that we’re willing to take the time to listen—that we care, we want to learn, and we want to improve. It’s all about building that human connection, and it is a great way to get sticky with new clients and show your investment from the start. 

Buyer Interviews Process

Now, I bet you’re wondering how we efficiently scale this largely manual process!

First, we conduct dozens of interviews each quarter. The open-ended nature of an interview allows us to ask all of the right questions and follow the conversation wherever the respondent takes it. And we use the robust insights to drive cross-functional action. Across all of our listening posts, I can confidently say buyer interviews have quickly become one of our most beloved data sources. 

The Insights

Here are some of the things we’ve learned—and the teams that have benefited—by rolling out our buyer interview program:

  • Pricing (sales ops)
  • Roadmap Investments (product)
  • Messaging, Packaging, and Competitive (product marketing)
  • Demos (solution consultants)
  • Presentations (sales directors)
  • Renewal Strategy (client success)

At a regular cadence, our “Experience Improvement Board” looks at the emerging themes, chooses projects and specific actions, and assigns an executive owner. This owner then forms a “tiger team” to research and tackle the project—and reports on progress each month! 

Time to Get Started!

If buyer interviews are not currently part of your post-opportunity strategy, they should be. They will not only increase your response rate, but will give you additional intelligence and insight into what your buyers expect from your company. It’s the most personal way to request feedback and build lasting relationships, win or lose.

I’m not done sharing the successes of our buyer interview program. In subsequent blogs, I will talk about some of the questions we ask during interviews, challenges you may face in your conversations (and how to overcome them), interview do’s and don’ts, how to build your “interview team,” and what sorts of insights you should specifically try to gain from interviews.

But in the meantime, if you have questions about launching or refining your own buyer interview program, I’d love to talk to you. I’m Josh Marans, Director Experience Improvement at InMoment, and you can find me on Linkedin.

Eliminate Friction in the Customer Journey

What Is Friction in the Customer Journey?

When most folks think of friction, they probably think of middle school science class. But if you’re a customer experience professional, “friction” is probably a term you’ve heard whenever your teammates talk about reducing customer churn. Within that context, friction refers to points in the brand experience that can have a long-term impact on customers’ relationship with a business. Friction may even cause some customers to quit a brand altogether.

Why Is It Important to Reduce Friction in the Customer Journey?

Did you know that the average business today loses between 10-30% of its customers annually?

Additionally, research by Carlson Marketing shows that U.S. companies lose 50% of their customers every five years. Multiply the amount of churning customers by the lifetime value (LTV) of the average customer at your organization and losing customers at this rate means losing millions of dollars!

Because of this, it’s essential that brands have an experience program in place that can detect friction, help experience professionals understand the problem(s) creating that friction, and correct them. The result is both a meaningfully improved experience and saved customer relationships. So, without further ado, let’s go over how your organization can ensure it’s eliminating friction across your customer journey.

How Can You Eliminate Friction in the Customer Journey?

#1: Understand The Moments That Matter

Like we said earlier, an important part of reducing friction is knowing about and understanding the moments that matter to customers. Brands can achieve this understanding by mapping out a few of their most important customer journeys. Learning about key touchpoints is one of the best ways to become aware of problems as they arise.

One of the most impactful methods to identify these moments and then reduce friction across your customer journey is InMoment’s Touchpoint Impact Mapping. Touchpoint Impact Mapping is a innovative way of understanding the moments that matter to customers. It is unique because it is based entirely on comment data drawn from customer feedback, ensuring a more accurate view of the customer’s memory of their experience. This creates an emotional picture of the journey that highlights what is most important to customers and also allows our clients to prioritize those moments that matter most to their customers.

Watch this video to hear how banking giant, Virgin Money, leveraged Touchpoint Impact Mapping to identify a key friction point and then improve its customer onboarding experience!

How Virgin Money Eliminates Friction in It’s Customer Journey

What’s more, once you’ve identified those high-impact moments, you can use this strategy to immediately begin solving those problems and expediently reduce journey friction. Understanding touchpoints and their drawbacks enables organizations to come up with solutions, implement them, and listen to see how they’re working. Experience practitioners can then point to those changes, and their improvements, when proving their program’s worth.

#2: Talk to Employees

Research has even shown that a highly engaged workforce increases profitability by 21%! So, getting your customers’ take on an experience is clearly important, but many brands, in their rush to do so, overlook chatting with their employees about customer journeys as well. Employees, especially frontline ones, can provide extremely powerful and eye-opening intel about your brand’s experience. How can brands access and leverage that?

The best way for brands to get their employees’ perspective is by letting them constantly submit feedback and ideas in real-time. Rather than relying on, say, an annual survey, organizations should instead utilize experience platforms that give employees a constant voice. This also further allows brands to learn about, and act upon, problems as they emerge in real-time instead of too far down the road for the customer’s liking.

Want to learn more about how employees can help you decrease friction in the customer journey and grow customer loyalty and value? Check out this infographic!

#3: Keeping Tabs on Your Customer Journey

That notion of being constantly aware of journey friction as it happens is at the heart of keeping it suppressed as much as possible. Surveys are important, but this dynamic is another reason why they’re insufficient for reducing journey friction by themselves—a constantly possible problem demands a constantly active solution. Organizations simply cannot achieve that level of awareness otherwise.

Another element of getting a full picture of your experience is leveraging data sources outside of surveys. And that’s going to become crucial in the next few years. Why? Because only 19% of U.S. Gen Z customers are likely to complete a traditional survey.

Instead of relying solely on direct surveys, brands can do this by combining survey listening with other sources of data, like your employees’ perspectives, and putting it against a backdrop of financial and operational information. This approach creates a 360-degree view of your customers and experience, an understanding that your organization can leverage to reduce friction, boost retention, and create a meaningfully improved experience.

Want to learn more about improving customer retention? We just published an entire eBook on the subject—click here to check it out!

I Buy, Therefore I Am: The Psychology Behind Why We Choose Our Favorite Brands

Leverage Voice of Customer technology to understand brand loyalty and the potential impact on long-term customer loyalty, advocacy, and value.
Become Your Customers' Favorite Brand in 5 Steps

What do the shoes you wear, the coffee you drink, and the car you drive say about you?

In what ways do your favorite brands help create your personal brand? How do they contribute to fulfilling your individual needs? And how do your shopping dollars help craft—and confirm—your personal identity?

Over the past few decades, InMoment has collected and analyzed feedback from billions of customer experiences. We’ve proven—time and again—the direct connection between the meaningful differentiation of these experiences and the success of a brand’s CX objectives, such as willingness to return to, recommend, and, ultimately, promote a business. The customer stories shared at various touch points throughout the customer journey not only capture the thoughts, feelings, and attitudes within each unique experience, but confirm the congruence—or lack thereof—between customer expectations and the reality of the experience delivered.

So, Why Do Customers Choose Their Favorite Brands?

While the intelligence derived from this feedback is critical for an organization to create optimal, personalized customer experiences that drive business value, there is another salient factor that drives consumer behavior: customer-brand identity.

This concept is derivative of social identity theory and describes “an active, selective, and volitional psychological process in which customers compare their own identity to that of the company and identify with the company if it can fulfill one or more self-differential needs.” This connection between consumer and brand is much deeper and more meaningful than a singular experience; therefore, it has a greater potential impact on long-term loyalty, advocacy, and value.

A Few Examples from Best-In-Class Brands

Best-in-class brands know if they create a promise, product, and experience that evokes an identity worth aspiring to, customers will pay to align with and even promote it—increasing the lifetime value of the relationship.

Nike

For instance, professional athletes across the world wear Nike; however, the sweeping majority of Nike customers are not actually world-class and/or Olympic athletes. Yet, when a shoe represents something we identify with or aspire to attain, we’re drawn to it. The truth is, most Nike customers are just like you and me: casual athletes or city dwellers who are drawn to the aura of innovation and inspiration associated with The Swoosh. This is a perfect example of a co-created brand identity that satisfies customer needs while staying true to the brand’s promise.

Tiffany & Co.

Tiffany & Co. is another example. The blue box and white ribbon exude elegance, class, and sophistication, and therefore, the legacy luxury brand has both the benefit and challenge of living up to a well-established customer expectation. The exclusivity and allure of the iconic Tiffany Experience throughout the entire customer journey—advertising, web presence, in-store experience, packaging, unwrapping, and ownership (of both the jewelry and box!)—is about so much more than a brilliant piece of jewelry. It’s about how we see ourselves, what we aspire to, our connection with the brand, and our identity. And that’s where true brand loyalty is born.

Retail Pharmacy

The same philosophy rings true for more utilitarian industries, such as a leading retail pharmacy. While these entities are most commonly visited when people are feeling under the weather, this brand has not resigned itself to being just a drugstore. Instead, it has deliberately positioned itself as a center for wellness, from its on-site illness-prevention services to its comprehensive loyalty program (aptly named wellness+) to its online and in-store imagery and messaging focused on healthy families and happy lives. Yes, you can visit Rite Aid to buy diapers or have your prescription filled, but the company’s promise is to be a partner in long-term health and wellness that goes beyond a single interaction.

Becoming a Part of Your Customers’ Lives

Brands like Nike, Tiffany & Co., and others have moved beyond simple, transactional customer satisfaction (which has low self-referentiality), and have found ways to integrate how customers see themselves within the brand’s offering. It’s more than a product or even an experience—it’s an identity. All things being equal, self-perception and aspiration are often the prevailing factors in choosing one product or brand over another.

Creating a strong, enduring customer-brand identity is also a competitive inoculation strategy. It is evident that the more customers identify with a brand, the more resistant they are to competitive attempts at winning their business. In addition, as their identity with a brand strengthens, so does their intent to repurchase and willingness to pay more for goods and services (e.g., waiting all year for a Starbucks Pumpkin Spice Latte or immediately upgrading to the newest Apple iPhone).

5 Steps to Becoming Your Customers’ Favorite Brand

So how does a brand integrate so seamlessly into a customer’s life? Creating a strong customer-brand identity that leads to fervent loyalty may seem like a tall order, only achievable by the most established brands. There are, however, steps organizations can take right now to begin building nearly unbreakable customer relationships.

Step #1: Listen to Your Customers (and Understand What They’re Saying and Feeling)

Most brands have formalized listening channels to track customer satisfaction in real time. And while guiding metrics like NPS and OSAT can serve as barometers for how well the company is meeting customer expectations, do not ignore customer stories (e.g., feedback, social reviews, and conversations) delivered through narratives, videos, images, and audio recordings. Customer stories, both solicited and unsolicited, speak the full truth about your customer-brand identity. For this, you need powerful analytics capabilities that can derive meaning from the explicit and implicit emotions that relate to identity, and arm your company with targeted insights, prescriptive recommendations, and predictive foresight.

Step #2: Understand Your Industry, Position, and Competition

Creating a strong customer-brand identity is also about offering a differentiated experience from your competitors. In addition to customer stories, competitive benchmarking can help your brand understand its position in the market; yet, going beyond simple rankings is imperative. As our team analyzes over one million pieces of customer feedback each day, we find that specific competitors are mentioned frequently—especially when an experience fails to meet expectations. These consumers often cite the reasons why a competitor fits better with who they are and why they may return to that brand despite past negative experiences. Understanding where you sit in your competitive universe is important, but unless you know the reasons why consumers choose products or brands, a clear and actionable path to meaningful customer experiences will remain a mystery.

Step #3: Engineer a Clearly-Defined—and Customer-Aligned—Brand Identity.

Understanding your customer base, and more importantly, what drives loyalty for your brand, is critical when crafting and delivering your promise to consumers. Your presentation and offering must be in line with their self-concept and aspiration—especially those with the highest lifetime value. Remember the Tiffany example? The customer-brand identity is at play throughout the customer journey, from research to purchase to ownership. Your brand’s identity must be omnipresent, continually feeding the customer-brand relationship.

Step #4: Create a Congruent Culture

Have you ever gone shopping and dealt with an employee who clearly did not want to be there? Of course you have. Likewise, it’s evident when employees are not only brand advocates, but likely, customers themselves. For example, at Cabela’s, the frontline staff (also known as Outfitters) are more than just salespeople and cashiers—they’re experienced adventurers with a passion for the outdoors. Further, Outfittersare experts in the department in which they work, allowing them to elicit each customer’s individual needs and give personalized advice. Employees are an extension of your brand, and trust me, your customers have taken notice. Creating products, processes, and a culture aligned with your brand’s identity is infectious. When leaders and frontline employees identify with and advocate for your brand, they will create experiences that exceed customer expectations.

Step #5: Connect Through Experiences

There’s no simpler way to build customer-brand identity and loyalty than through experiences that are meaningful and authentic to that specific, co-created brand identity. In the hospitality industry, nobody does this better than a major North American Quick Service Brand. This home away from home is modeled after a traditional Southern general store with a singular mission: pleasing people. So rather than waiting for your table in a sterile holding area or on a cramped bench, guests can browse aisles of delicious country goodness, creating a seamless retail + dining journey—nary found anywhere else. Experiences that are unique to your brand’s culture, are meaningful to guests, and show you care about your customers are worth their weight in CX gold.

Wrapping Things Up

Understanding the underlying psychological mechanisms that motivate consumers to choose, stay, and advocate for brands is a critical endeavor in creating competitive advantage. By moving beyond fulfilling customers’ basic, utilitarian needs and building an ecosystem where who the customer is—or wants to be—integrates with what the brand offers, companies can develop an identity that actualizes customers’ higher-order needs. Using the aforementioned strategies, it’s no wonder the world’s leading brands have outlasted their competitors—crafting products and experiences that fulfill the deep-seated psychological needs of their customers. If trends in CX continue on their current trajectory, the necessity of customer-brand identification will determine who wins in the marketplace.

Human Expertise is essential for Experience Improvement

A lot of companies and organizations have gotten a very specific idea of how experience programs and human expertise work into their collective minds these last 20 or so years. The impression is this: experience programs are fully autonomous solutions that can pretty much be set and forget. They can automatically gather data and use that information to solve your business challenges, build better relationships with customers, and help you achieve Experience Improvement (XI).

There’s a good reason this impression is so prevalent: it’s a pretty accurate description of a lot of the experience programs and vendors you’ll find out there. The catch, though, is that technology and data alone can’t actually address any of the factors I laid out in the preceding paragraph. There’s a gap between tech and outcomes that many vendors gloss over in their rush to provide reaction-based, purely DIY solutions, and that’s human expertise. 

What follows are three reasons human expertise is vital to actually bridging that tech-outcome gap and creating Experience Improvement for your customers, employees, and marketplace:

  1. Best Practices
  2. Problems and Priorities
  3. Marketplace Intel

Reason #1: Best Practices

When you boost your experience program with human expertise, you’ll have armed yourself with countless best technology practices. It’s true that technology has produced some extremely powerful tools, such as sentiment analysis, but you need human expertise and consultancy to help identify which sentiments are most relevant to your Experience Improvement goals. 

In other words, even a tech engine needs a driver. Putting a consultant or thought leader in that seat will make a world of difference for your experience program’s effectiveness. Take time to consider which goals you need your experience program to help realize, design that program with the end in mind, and keep someone at the helm who can make sure your initiative doesn’t stray from the path. 

Reason #2: Problems & Priorities

Another reason that fully autonomous experience solutions often fail the brands that use them is that they lack dynamism. They’re programmed with a specific set of parameters and will barge ahead even when problems arise or priorities shift. That’s another reason human expertise is invaluable in a CX setting; having someone handy who can identify problems when they arise or read new writing on the wall can feed that insight directly into your experience program, supercharging its effectiveness.

Even if some of the DIY experience tools out there allow users to tweak for factors like these, doing so without the aid of an experienced practitioner can still leave you open to mistakes. On the flip side, arming yourself with that expertise can make you aware of larger trends and deeper problems than a few cursory adjustments to program parameters can account for. 

Reason #3: Marketplace Intel

There’s a market research element to human expertise that can help take your experience program (and your brand) to the very top of your vertical. Experience initiative success stems from a few places, like successfully closing the loop and implementing meaningful transformations, but it also comes from a deep knowledge of your brand’s marketplace landscape. This means understanding customer segments, knowing where to find unsolicited data, and identifying new and emerging trends.

A versatile and powerful Experience Improvement platform can eventually come to account for factors like these, but only when guided by human experience and insight. It takes that expertise to identify audience segments, unsolicited data sources, and more. These experts can then help pour that context and insight directly into your platform, allowing your experience team to furnish specifical, meaningful solutions to your business challenges. It’ll also enable you to do something no DIY program can do: create bold, human, and meaningful relationships with customers that will stand the tests of time and competition.

Creating Experiences, Not Just Numbers

How else can human expertise help shape Experience Improvement success, and how best can brands combine their tech with expertise to create better outcomes for customers, employees, and their marketplace position? To learn more, click here to read my point of view document. I go into greater detail on the nature of human expertise and how intersecting that with technology the right way will help you realize the goals outlined here.

employees uphold brand values

When a business is in its nascent stage, everyone feels like an owner. Each employee—from the leadership to the frontline—has a personal stake and interest in building success through differentiated offerings and positive customer experiences, all while upholding the brand’s values.

Yet, as companies grow, the founders, owners, and executive leadership become less connected to the day-to-day operations, and in turn, their customers. In essence, they’re handing over the reigns of the company’s vision, mission, values, and culture to the frontline staff—who don’t necessarily harness the same passion and fervor for the company’s success. Plus, with growth comes the increased potential for customer service issues that must be rectified to deliver an experience in line with the company’s values.

So how can companies encourage frontline staff to “act like owners” in their interactions with customers? And when issues arise, how can brands reinforce the positive resolution of customer complaints? We have five strategies you can deploy to get your employees to uphold your brand’s values with pride!

How to Help Employees Uphold Your Brand’s Values

Strategy #1: Empowerment 

The best way to resolve customer complaints? Avoid them in the first place. Empower your employees to make management-level decisions without manager approval. When it makes sense, allow your staff to go outside of policies that frustrate customers—or better yet, remove/change those policies completely. When you empower frontline staff to act above their pay grade, you’ll get performance above their pay grade.

Strategy #2: Training

You need to have clear resolution practices in place that address specific complaints. Ensure your frontline responders know how to resolve common complaints, not only in process, but from an interpersonal point of view (e.g., how to deescalate frustrated customers). Again, allow for some flexibility for resolution as each case and customer is unique.

Strategy #3: Recognition

Everyone enjoys being acknowledged. Make customer verbatims and specific staff mentions in customer feedback visible in high-traffic areas and create a standardized program for recognizing top performers.

Strategy #4: Support

Management must fully support frontline staff in resolving customer complaints by listening, giving advice, and creating a culture where it is evident they have the employees’ best interest in mind. And when necessarily, be prepared to step in.

Strategy #5: Rewards

Especially in lower-paying positions, employees are driven by opportunities to increase their paychecks. Give employees an incentive to perform well—bonuses or even promotions for exceptional resolution rates and engagement with customers.

It’s simply not possible to be a part of every day-to-day customer interaction happening in your business. But when your employees are trained, encouraged, and empowered to act like owners, you know your brand’s reputation is in good hands.

Two women in a retail store looking at clothes

Customer loyalty has become more elusive in the past few years. As customers seem to shop solely based on the best deal, it can be difficult to build customer loyalty in retail, which leaves many brands wondering if customer loyalty is even worth the effort.

However challenging it may be for retailers, developing a loyal customer base is essential to maintaining an active, healthy brand. A loyal customer is valuable to retailers in a multitude of ways. Many studies show that repeat customers are likely to purchase more frequently, spend more money, and pay a premium for a product. In addition to generating more income from their own purchases, loyal customers are more likely to refer new customers to the brand, furthering the cycle of customer retention.

As a retailer, how do you build these types of relationships with your customers? Read below for our five best tips.

5 Ways to Build Customer Loyalty in Retail

Step #1: Personal Experience

Your frontline staff play a large role in converting a customer from an occasional shopper to a brand advocate. Train your employees to go above and beyond to provide your customers with helpful, friendly, and knowledgeable service to create an experience your customers will remember. Work toward a culture of centered on employee engagement and provide your staff with regular training, feedback, and incentives to encourage consistently excellent performance. Simply put, investing in employee engagement saves you money.

Step #2: Store Experience

Is your retail store an inviting place for customers to spend their time? If you design your store to provide an appealing experience, customers will be more likely to visit your store as an activity or a destination. Your store should be clean, attractive, and easy to navigate. In addition to the physical design and layout of your store, pay close attention to your inventory. Customers expect stores to be well-stocked with high-quality merchandise.

Remember that retail purchases are intertwined with a shopper’s life, image, and identity. Your store experience and aesthetics should affirm to customers that your brand is a good fit with their lifestyle and personal identity.

Step #3: Price and Value

Retailers often mistakenly think that customers will only buy the cheapest product available, regardless of the brand or retailer. While this may be true in some markets, many consumers are willing to pay more if they feel the price matches the product’s quality. Price your products so that the perceived value is high. Sales, coupons, and promotions can also help customers feel like your brand offers a good value.

Many customers will pay slightly more to shop at a store that provides a better experience and that treats their employees well. As you improve your brand’s personal and store experience, your perceived value will increase.

Step #4: Marketing and Communication

Once you’ve fine-tuned your brand experience and product pricing, you can begin to promote customer loyalty through marketing campaigns. Your marketing and communication efforts should positively reflect your brand. As you plan your marketing strategy, prioritize brand voice and consistency across all of your channels (e.g. social media, email marketing, online advertising, and in-store promotions). If you have customers who enthusiastically promote your brand online, engage with them and encourage their behavior.

Again, consider that loyal customers will consider purchases from your brand as an extension of their personality and lifestyle. Use this to your advantage as you build customer relationships through your marketing campaigns.

Step #5: Loyalty Programs

Loyalty programs are a great way to incentivize customers to visit your store more frequently. Discounts and promotions that are tied to a loyalty program can help customers feel that you value their business. The data generated by loyalty programs is also very valuable. When implemented correctly, you can use this data to help customers find products they’ve purchased in the past or return an item without the hassle of a receipt. On the retailer’s side, this data can also be used to learn more about customer purchasing habits and establish net promoter score. As always, use and protect customer data appropriately and with discretion.

As you harmonize the touchpoints of your retail brand, you’ll be pleasantly surprised by improved customer relationships and a stronger bottom line. InMoment’s products are designed to help retailers create a positive brand experience and to cultivate lasting relationships. Learn more about our products and services for retailers.

A group of people enjoying Inclusive Customer Experiences

Diversity and inclusion initiatives have become front and center for many organizations in recent years. It’s important for brands to create diverse and inclusive customer experiences (CX) and employee experiences (EX)—not ‘just’ because being more inclusive is the right thing to do, but also because organizations have a lot to gain from accommodating greater diversity in every experience they create.

Of course, an organization stating diversity and inclusion goals is a good start, but how can brands like yours translate such goals into tangible Experience Improvement (XI) strategies and tactics that create more inclusive customer experiences? There are many, many opportunities here, but the most important thing to do is to just get started. 

So, here are three quick thoughts you should apply right now to create more inclusive employee and customer experiences.

3 Keys to Creating More Inclusive Customer Experiences

  1. Key #1: Don’t Be Afraid to Make Mistakes
  2. Key #2: Engage New and All Audiences
  3. Key #3: Apply What You’ve Learned

Key #1: Don’t Be Afraid to Make Mistakes

It’s understandable for organizations to be intimidated by the prospect of making mistakes while attempting to accommodate and include new audiences. Such mistakes can quickly become viral via social media, review sites, and other tools, creating headaches both for brands and the customers (or employees) at the heart of such events.

Though this worry is certainly a valid concern, it’s better to accept that mistakes might be made and press forward with your diversity and inclusion efforts than to allow timidity to outright impede either. These are the growing pains of becoming more inclusive with your customer and employee experiences, and facing them head-on will also give your team an opportunity to consider how best to handle such mistakes and learn from them. 

Experience shows that both customers and employees accept that mistakes inevitably occur and are a result of activity. Being passive is not an option when trying to create more inclusive customer experiences. Overcome the fear of making mistakes and concentrate on a transparent and authentic way to deal with them when they occur.

Key #2: Engage All Audiences

If you’re still concerned about how best to connect to audiences you haven’t consistently talked to before, this is the section for you. For many years now, the big idea behind CX and EX programs has been to simply gather as much feedback as possible from as many people as possible. However, before turning any listening posts on, you should sit down with your team and design (or reorient) your experience initiatives with your end goals in mind. You must ensure that you give all audiences you want to hear from the opportunity to provide feedback. 

In this case, if your goal is to create more inclusive experiences, you should consider which audiences you need to reach out to and how to do so. This means doing some legwork to find out how those audiences communicate, what their preferences are, and bringing all of those insights to bear when meaningfully improving your experiences to accommodate diversity and inclusion. 

Also, don’t forget: You need the right tool to collect feedback from all audiences as well as to disseminate that information to all members of your organization. Make sure you are using accessibility tools like screen readers, larger font sizes, higher contrasts, etc.

Key #3: Apply What You’ve Learned

You can and should apply the above mindset to any experience goal you have across the entirety of your business. Applying it here will give you the intelligence and landscape map you need to achieve Experience Improvement (XI) for new audiences. 

However, intelligence and roadmaps are only half the battle; taking action is imperative to actually making your experiences more inclusive. The work is ceaseless and oftentimes difficult, but if your team is ready to continue making an effort, you can be assured that the audiences you need to reach will respond.

As you continue to take action on what those audiences tell you, you’ll be able to meaningfully transform your business and realize your goal of a more inclusive experience. Being more inclusive is an invaluable component of marketplace leadership, but it’s also what will set your organization apart from your competitors in your customers’ eyes. The result is a mutually beneficial, meaningfully improved experience that will demonstrate to all your organization’s commitment to diversity and inclusion as well as faster revenue growth and higher profitability.

Click here to learn more about the importance of diverse and inclusive experiences in my full-length point of view article. I take a closer look at the topics explored here and go over a few other best practices you might not have had the chance to read about elsewhere.

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