Experience Improvement is InMoment's Mission

Just discovered InMoment? Curious to know a little more about us and our differentiated Experience Improvement (XI)? Well allow us to introduce ourselves! 

Own the Moments That Matter

At InMoment, we have this saying: “Own the Moments That Matter.” This is fundamental to our mission, because those moments—packed full of emotions, judgements, learnings, and more—shape the world we live in. And with every moment, there is an opportunity to make a positive impact; to leave a mark.

But when it comes to your business, there are simply some moments that matter more, to your customer, employees, and beyond. 

Our goal is to empower you with the data, technology, and human expertise necessary to identify the moments that matter, understand what’s working (and what might need improvement), take informed action to solve business problems, and ultimately provide a truly differentiated experience for your business. 

Our CEO Andrew Joiner said it best:  “Whether it’s customer acquisition, growth, or retention that’s needed, InMoment brings a rigor, discipline, and science that makes our results trusted by the boards and executive teams of the world’s best brands.” 

What Is Experience Improvement (XI)?

Despite increased investment, experience management programs have plateaued. Why?

Because experiences don’t need to be managed or measured, they need to be improved.

The truth is that monitoring services and D.I.Y. approaches aren’t enough for today’s businesses; they cause program stagnation and make meaningful return on investment (ROI) impossible. Instead, what’s required for success is a new approach: an Experience Improvement (XI) initiative that solves the biggest business challenges, like retention, growth, and cost savings

The Moments That Matter

Improving experiences begins with sifting out the noise from experience data and identifying the moments that matter: where customer, employee, and business needs meet. This allows businesses to prioritize their focus on high-emotion, high-impact areas and connect with their most valued customers. Additionally, businesses can empower their employees to recognize and take action in these moments, ultimately culminating in organization-wide transformation from the boardroom to the break room. 

Data, Technology, and Human Expertise

Experience Improvement is made possible through our industry-leading Experience Intelligence XI technology and our in-house Experience Improvement (XI) services teams. With our ability to collect and gather data from anywhere and in any form, industry-leading technology, and decades of experience in key industries, InMoment can help you craft an experience initiative that truly meets the unique needs of your business. We are dedicated to being more than just a vendor to our clients—instead we take the role of a dedicated partner committed to a businesses’ short- and long-term success.

The Intersection of Value

Our mission is to help our clients improve experiences at the intersection of value—where customer, employee, and business needs come together.  Ultimately, our clients are able to move the needle and go beyond managing their experience to actually improving it. With the right intelligence, businesses can empower the right people to take transformative, informed action in the most effective ways and drive value across four key areas: acquisition, retention, cross-sell & upsell, and cost reduction. In other words, better results for the business and better experiences for their customers and employees.

The Continuous Improvement Framework

The key to taking an experience program beyond metrics is to move beyond monitoring customer feedback and stories and focus on the formation of actionable plans for changes informed by them. Customer narratives contain meaning that companies can use to diagnose both superficial and deep-seated problems, define remedies to those problems, positively impact the bottom line, and create more meaningful experiences. We help our clients  achieve all of this by sticking to a simple, five-step framework that we call the Continuous Improvement Framework: define, listen, understand, transform, realize. (You can read all about it here!)

Does this Experience Improvement (XI) mission align with your vision? We’d love to hear from you—reach out to our team for a chat here!

CX Program in Uncertain Times

It’s no joke to say that we live in uncertain times. We’re hopefully turning the page on a pandemic, but steep inflation and unrest both at home and abroad are making many customers nervous about what’s around the corner. Unfortunately, this attitude and the events precipitating it have a big impact on customer experience (CX), which means that CX professionals like you face the daunting task of keeping your CX program effective in the face of multiple challenges. As a perennially “glass half full” person. I prefer to see this “daunting task” as a great opportunity!

Where to start, though? Whether you’re running an existing program or looking to start a new initiative, what steps can you take to ensure that your effective CX program gets off on the right foot? Today’s discussion focuses on achieving that start and ensuring that your CX program will bring you business value that helps you stay ahead of the competition. More specifically, we’re going to cover the first two steps in our success improvement framework:

  1. Step 1: Design
  2. Step 2: Listen

Step 1: Design

Unfortunately, we see far too many clients start a CX program by just turning on some listening posts (social media, review sites, survey feedback, etc) and hoping for relevant insights to come to the surface. However, as the old adage goes, hope is not a plan. Listening is certainly an important part of the process, but if you want your CX program to truly succeed for you in uncertain times, it’s important to actually begin a step before hitting the lights and focus on a more foundational program element: design. I often tell my clients to design with the end in mind—it’s an approach aimed at helping you first understand what you need your CX program to accomplish in specific and quantifiable business terms, then keeping that guiding ethos front of mind as you execute the rest of your program.

So, what does the end goal look like for you? Do you need to pivot to new, post-pandemic messaging with a certain audience segment? Are you a finserv brand that needs to reassure clients rattled by inflation? Whatever the case, identifying your goals before you activate your CX program is critical to ensure your program is successful. It’s always better to begin with concrete, quantifiable objectives than to listen first and try to work backwards from there.

Step 2: Listen

Taking a step back to define your program’s goals makes the next step in the process, listening, a lot easier than trying to turn all your signal sources on first. When you design with the end in mind, you give yourself an opportunity not just to define your program’s goals, but also to identify the audience segments most relevant to those goals, as well as the channels that those individuals tend to prefer. The end result of all that legwork? Much better, much cleaner, and much more relevant data.

Now you’ve reached the point where you can actually turn your listening posts on, and with this target profile handy, you’ll begin to receive data that will contain much more effective and actionable insights. This is a foundational way to keep your CX program effective, and it’ll also help you get an idea of what messaging you need to issue and what actions you need to take to keep customers feeling happy and connected to in uncertain times. It’s critical to look beyond just the survey. I believe there are three data sources to “listen” to: direct data (from surveys), indirect data (from outside sources like social media) and inferred data (operational non-customer data that can be overlayed with the other sources). 

The Next Level

To recap: it’s important to consider what you need your CX program to accomplish for your brand (especially in times like these), and to design your program with those end goals in mind before activating any listening posts. Using this strategy makes the listening stage of this process much easier, as you will have already set your program up to collect only the data most relevant to your organization’s goals and needs. 

What comes after that, though? Once you’ve completed the design legwork and gathered this ultra-pertinent data, how best can you scour it for actionable insights and meaningfully transform your brand in a way customers will appreciate? To learn more, click here for my full-length point of view document on how to apply what you’ve listened for to effective transformation, especially as it pertains to the current inflation crisis.

Women in Customer Experience

International Women’s Day 2022 is here! To mark the day, we asked some of our women in customer experience (CX) for the best career advice they’d like to share with our readers. Hopefully these ideas will help you take your career to the next level.

We asked our female CX leaders, “What advice do you have for female professionals starting their career in customer experience?” 

Here’s what we heard:

Tip #1: Take Control of Your Career

Wing Poon, VoC & CX Strategy Lead at Medibank

“Restructuring has become a norm which you will encounter at some point in your career. Don’t feel you have to fit into or accept a role that is not what you wanted. Shape your role proactively by talking to your manager and review your career goals and skill set every year to see if you are still growing. If not, it might be time to find another role.”

Tip #2: Bring the Passion! 

Trish Roberts, Voice of the Customer Programme Manager at New Zealand Post

“Bring your passion and care to the role. It’s been instrumental in driving engagement from stakeholders and continually connects me back to my reasons for building a career in this sector. Ultimately, my goal is to improve the customer and organisational experience. I also feel when you bring that fire and passion to everything you do in customer experience it makes it a truly exciting and fulfilling place to be!” 

Tip #3: Take a Risk

Wing Poon, VOC & CX Strategy Lead at Medibank

“Don’t be afraid to apply for jobs even if your skill set doesn’t 100% fit the job description—because no one’s will perfectly fit!” 

Tip #4: Know Your Worth

Wing Poon, VOC & CX Strategy Lead at Medibank

“Don’t be afraid to proactively ask for a promotion and a raise. Arm yourself with evidence of achievements and market salary information for negotiations.”  

Tip #5: Take Opportunities When They Surface

Linda Broady, Customer Success Director at InMoment APAC 

“I discovered my passion for customer experience early in my career, but getting a foothold in the field meant taking on a couple of specialist and operational CX roles before ultimately landing my dream role as Head of CX.  My passion for customer experience has since led me in other directions, enabling me to further broaden my experience and in my current role, share that experience with my clients.” 

Tip #6: Be Human

Renee Jeffery, Senior Customer Experience Manager, ahm 

“I believe the last two years, more than ever, have demanded we put the ‘human’ back into the corporate world. We have seen pets, family, and home space merge with our work space. So, my advice to anyone starting out in the CX space is to not shy away from bringing the human into your work. Customer experience (and work in general) is so much richer when we are all our authentic selves, always.” 

Tip #7: Find Your Tribe

Trish Roberts, Voice of the Customer Programme Manager at New Zealand Post

“Surround yourself with interesting, creative and intelligent women, who lift each other up. I’m lucky to have worked with some incredibly collaborative and respected women over my career who I have learnt from and passed those skills on to others. When one of us succeeds, we all succeed.”

Tip #8: Bring Others Along the Journey

Morgan Jackson, Senior Customer Feedback Specialist, ACC

“Passion, resilience, relationships, and empathy are the four words that resonate with me as I reflect on my career in CX. Everyone I engaged with when establishing our VoC program advised us not to underestimate the culture change required to implement. If you are prepared to take the time to bring others on the journey with you, understand their challenges, explore solutions together this will result in better outcomes that enable your success long term.”

Targeted Survey Helps Improve Customer Experience CX

One tool is practically synonymous with the customer experience (CX) industry: surveys. Since the inception of the industry, targeted customer experience surveys have been seen as a foundational listening and research tool that leverages strategic questions to collect data from a specific group of customers.

Sending out a targeted survey is the first step to improving customer experiences, employee experiences, and even the bottom line. Once a targeted survey has collected the desired data, a top-notch Experience Improvement platform mines that data using advanced analytics to uncover actionable insights. And once an action plan is made and carried out, businesses can improve their practices and processes in a way that helps them to acquire new customers and employees, retain existing ones, identify cross-sell and upsell opportunities, and eliminate extra costs.

All that starts with a targeted survey. But what are the best practices for creating a targeted survey? How do you get started? Well, that’s what we will break down today!

Picking Your Audience 

The first step to a successful targeted survey? Selecting a target audience! Ask your team, “Who are we trying to appeal to? How do we want to improve their experience?” The audience in question should be one that is crucial to your strategy, so be sure to examine sales data, demographics, and other analytics to inform your decision. 

For instance, let’s say that you are a fast casual restaurant looking to launch a new menu item in a specific region. Your target audience would then be customers from that region who are regulars at your restaurant. That would be helpful to gauging interest in your new sandwich combo!

You can also leverage other, more general surveys that ask broader questions in order to identify more specific populations to survey. Additionally, it’s possible that your company already has the data you need! Check other relevant data or research that may have already been done on your desired subject. If the insights you need are already in your possession, this can help you avoid the dreaded survey fatigue in your customers (and employees).

Four Principles for Building a Good Survey

At InMoment, we often get questions like, “What is the best way to design a survey?”, “What questions should I include?”, and “What rating scales should I use?”. The quick answer to those questions is that it depends on both the type and the topic of the survey.

Principle #1: Design with the End in Mind

This principle is also referred to as the “Backward Research Process.” When you design with the end in mind, you must first think about the decisions you want to make and actions you want to take based on the information you collect. 

Are you focused on increasing customer retention by identifying customers who had a poor experience? Do you want to “grade” your outlets or employees on their ability to serve customers? Do you want to assess which specific customer-handling processes are and are not working? The content of your survey should be guided by your answers to these questions. And since you’ve already identified your target audience, you’re ahead of the game!

Principle #2: Generate Hypotheses When Designing Your Survey

While designing the survey, it is often helpful to generate some hypotheses about how you think the results might turn out. This exercise can help you define what information you need to either collect or append to your survey data.

Principle #3: Ask the Right Questions

Don’t ask all the questions. Ask the right questions. Depending on your desired outcome, you might use a variation of these question types:

  • Multiple Choice Questions
  • Text Entry Questions
  • Quotas and Qualifications

Principle #4: Don’t Forget About The Survey Invitation

One of the most neglected parts of the survey design process is the survey invitation. Often, it is designed as an after-thought. You need to design your email invitation to maximize the likelihood that customers will receive it, notice it, open it, and click the survey link.

Email Targeted Survey Invitation
A well-designed, branded targeted survey experience is key!

Learn from the Data

You’ve zeroed in on your audience, chosen strategic questions, and sent out an optimized invitation—now the data is rolling in! This is the most exciting part of the process, because that feedback you’re receiving will be the basis of your next major improvements to the customer experience!

Your Experience Improvement (XI) tools (such as our Active Listening Studio)  will be able to ingest that data, and not only reveal insights, but will pinpoint the moments that matter (or the interactions, channels, and touchpoints that most impact your business). Prioritizing those moments helps you to take swift action to improve not only experiences, but also your bottom line.

After you’ve taken these actions toward Experience Improvement, you can also send follow up surveys to identify the effectiveness of your improvements and fuel continuous efforts toward experience excellence.

How InMoment’s Active Listening Studio Can Help

InMoment’s Active Listening Studio is a one of a kind listening suite that gives you the control to gather feedback at every touchpoint, allowing customers to tell you what matters most to them without bombarding them with survey after survey. Active Listening Studio includes:

  • DIY Survey Creation
  • Our AI-powered Engagement Engine™
  • The Rapid Resolution Engine™
  • Our Eligibility Engine™
  • Social Monitoring
  • Multimedia Feedback

Leveraging these tools allows you to create a more effective targeted survey, optimize your listening strategy, and ultimately prove that you’ve improved experiences and your business. One of our global retail clients was even able to increase survey response rates by 37% and response length by 38%!

Want to learn more about how InMoment can help you conduct a better targeted survey—and improve your customer experiences, employee experiences, and beyond? Contact our team today and we’d be happy to explore the right options for your business!

Company Culture & Employee Commitment

This article was originally posted on CustomerThink.com

Why Is There An Urgent Need For Companies To Do This Now?

Covid-influenced working conditions have contributed to employee disconnection from company culture, disaffection, and even emotional burnout, resulting in high prospective churn rates in many business sectors, i.e. “The Great Resignation”. Employee disconnection and discontinuity also have both an indirect and a direct impact on customer behavior. As viewed by many consulting organizations in their evaluations of this unfolding era of chronic talent shortages coupled with low unemployment rates, the conjoined, common themes of enterprise humanity and reframed purpose seem to be among the most attainable stakeholder prescriptives for dealing with the current employee landscape.

So, the state of organizational culture has tremendous and undeniable influence on employee behavior. In the famous words of Peter Drucker, “Culture eats strategy for breakfast.” Unfortunately, and rather irrespective of the beliefs of some corporate leaders and consultants, no amount of strategic corporate sophistication and modeling can work a company out of a toxic, unfocused purpose, and non-humanistic culture. It must come through disciplined leadership, investment, assessment, and change.

The challenges for many organizations, though, is that they have either minimally addressed or completely missed the impact of enterprise culture on the level of employee connectedness, contribution, and commitment.

Why Can’t Traditional Employee Engagement Research Target Company Culture For Improvement?

Classic engagement research, as practiced since the mid-1980’s, is very effective at identifying employee perceptions into the nature of their jobs, the relationship between employee and manager, employee and co-workers, and the line of sight between the employee performance and company performance. It also functions on the frequently disproved tactical assumption that ‘happy employees = happy customers”, and so is designed to only superficially address the relationship between deeper feelings and beliefs about enterprise culture and resultant employee behavior.

For organizations to recognize employee needs and wants within today’s rapidly changing landscape, there must first be a recognition that employees, as stakeholders and assets to the company, have many of the same behavioral and life stage issues as customers. And, just as customer behavior can range from high negativity/sabotage to high positivity/advocacy, so too can employee behavior. The goals for employees, then, are commitment and connected behavior, with advocacy as the highest state. 

The foundation for attaining this goal is an understanding of cultural impact. More specifically, today organizations need to identify, and leverage, employee perceptions of culture relative to:

  1. Cohesion of functions and units/groups within the company
  2. Enterprise/functional/group customer and value focus
  3. Management/leadership effectiveness, integrity, and trust
  4. Influences on morale – diversity, inclusiveness, communication, latitude
  5. Support for personal career, growth, training, and work/life balance

Is There A Clear And Actionable Path To Company Culture Improvement?

The quick, and encouraging, answer is ‘Yes. There is’. This path, however, requires several things. First, senior leadership must have, or develop, an understanding of where the cultural challenges exist for employees. Next, the organization must be both disciplined in discovery and change and willing to make at least some investment. The financial and time investment comes through macro culture maturity assessment, targeted qualitative and quantitative employee research focused only on their connection, and commitment to, company culture, and development of communication, process, and other techniques for building and sustaining greater connection with and by employees. 

This path is not necessarily simple, and sometimes not easy, because cultural DNA is often strongly embedded, and change-resistant, within the enterprise. But, in the wise words of Yoda when confronted by Luke Skywalker’s reluctance to embrace new thinking: “You must unlearn what you have learned.”

Want to learn more about the power of employee experience (EX) and the benefits it brings to your bottomline? Read our eBook on understanding the power of employee engagement.

Customer Experience Governance

Whether you’re just getting started on your customer experience (CX) initiative or hitting pause to see how things are going, the term “customer experience governance” is probably something you hear your team bring up all the time. You probably also already know that customer experience governance refers to the system that sends insights to where they need to go and that holds certain team members accountable for different aspects of your initiative.

But which governance style works best for you? No two organizations are the same, which means that a governance style that works for another brand’s CX program may not be your organization’s cup of tea! We’ve got you covered, though—here’s three different customer experience governance approaches you can take a look at as you evaluate your program.

Three Ways to Approach CX Governance 

  1. Approach #1: Directive
  2. Approach #2: Consensus-Based
  3. Approach #3: Dispersed

Customer Experience Governance Approach #1: Directive

This one’s pretty self-explanatory, and ideal for companies that are highly centralized. Simply put, a directive governance approach is a top-down model that gives the same parameters and goals to every piece of your CX program in every region your company has a foot in. This model makes room for some localization, but espouses a direct-line approach from one team and clear sponsorship from at least one member of the executive team.

The advantage to a setup like this, especially if your initiative sounds like what we’ve laid out, is that all program abilities are managed as one function and the team at the heart of it all is highly collaborative. This can make it easier for your team to roll out improvements and quickly hand initiative changes down across multiple facets of your program. On the flip side, though, the folks implementing those changes on the ground may disengage if they feel too far removed from this centralized decision-making process. 

Customer Experience Governance Approach #2: Consensus-Based

This governance style is a bit more loosey-goosey compared to the directive approach. Rather than rely strictly on a single, centralized team, the consensus-based approach gives regional teams greater autonomy. Whereas the directive approach we talked about earlier is great for brands whose regional operations are more or less the same, the consensus-based style is ideal for organizations whose regional teams work in much more varied conditions.

You probably already see where this is going when it comes to advantages and disadvantages—on one hand, this style is great for making regional teams feel included and for gaining on-the-ground insights that make your program better! But, by the same token, decentralizing decision-making power can result in lengthier deliberations, knowledge gaps, and the chance that some regional teams stray a bit too far from the path. Still, it’s a style well-worth considering if that different regional ops environment sounds like your organization.

Customer Experience Governance Approach #3: Local

This one’s on the opposite end of our spectrum from the directive approach, and encourages local/regional teams to take up the lion’s share of CX responsibilities. A central team may still exist somewhere in the initiative hierarchy, but with this style, its main task is mostly to share data, tools, and coaching. The heavy lifting, the action-taking, is left to groups and individuals outside of that team.

If your brand consists of, say, locally owned and operated franchises, or simply has a history of reduced central control, you might find this style most to your liking. It can enable franchisees and regional managers to turn their locations into CX powerhouses that are each very tailored to the areas they serve. However, this also creates the danger of program and experience inconsistency, both of which risk leaving customers confused and disengaged if they frequent multiple locales. Making group decisions is also, of course, more difficult with an approach this decentralized.

Decisions, Decisions

So, which of these sounds most like your organization, or most like the setup that would be great for a new or refurbished CX program? If you’re still on the fence and want to learn more, click here to see our new infographic on the subject, with more details and considerations for each customer experience governance approach. Customer experience governance is a challenge at the best of times, but if you can find the approach that works best for you, you’ll be well on your way to achieving continuous Experience Improvement (XI).

Employee Advocates Customer experience

This article was originally posted on CustomerThink.com

Do companies recognize the high customer experience (CX) value of employee advocates? Shouldn’t they want to cultivate the kind of behavior advocacy represents?

That’s my belief. And, because of dramatic, behavior-shaping trends in the world of talent and skills availability, significant and lasting disruptions in the way people work, and the greater independence of today’s employees, I’m convinced they should both recognize and cultivate it.

The EX/CX Connection

Employees are the key, critical common denominator in optimizing the customer experience. Very often, either directly or indirectly, they are at the intersection of customer/vendor experience. Making the experience for customers positive and attractive at each point where the company interacts with them requires an in-depth understanding of both customer needs and how what the company currently does achieves that goal, particularly through the employees. That means that companies must seek to understand, and leverage, the impact employees have on customer behavior. Further, and equally important, they must focus on optimizing the employee experience.

Supporters of employee satisfaction and engagement programs, research and training techniques, with their focus on retention, productivity, and fit or alignment with business objectives, have made some broad, bold, and often unchallenged, assertions with respect to how these states impact customer behavior. Chief among these is that, beyond skills, everyday performance, and even commitment to act in the best interest of their employers, employees have natural tendencies and abilities to deliver customer value, fueled by emotion and subconscious intuition.

Though on the surface this sounds plausible, and even rather convincing, a thorough examination of how employee satisfaction and engagement link to customer behavior will yield only a tenuous, assumptive and anecdotal connection. In other words, there is much vocal punditry, and even whole books, on this subject, but little substantive proof of connection or cause.

Powerful and advanced research can generate insights which enable B2B and B2C companies to identify current levels of employee commitment, and it provides actionable direction on how to help them become more contributory and active brand advocates. Employee advocacy, as an advanced EX core concept and research protocol, was designed to build and sustain stronger and more commitment-based and rewarding employee experiences and also improved customer experiences, driving the loyalty and advocacy behavior of both stakeholder groups, and in turn increasing sales and profits.

It is often stated (especially by corporate CEOs) that the greatest asset of a company is its employees. Emotionally-based research has uncovered specifically how an organization can link, drive and leverage employee attitudes and behavior to expand customer-brand bonding and bottom-line performance. This is advanced EX, some might even say it is revolutionary! Employee advocacy research can be combined with existing customer and employee loyalty solutions to provide companies with comprehensive and actionable insights on the state of their employees’ attitudes and action propensities, and how those may be affecting customer behavior.

Employee advocacy identifies new categories and key drivers of employee subconscious emotional and rational commitment, while it also links with the emotional and rational aspects of customer commitment. At the positive and negative poles, these employee-focused commitment categories include:

Defining Employee Advocates (And Employee Saboteurs)

– Advocates, the employees who are most committed to their employer. Advocates represent employees who are strongly committed to the company’s brand promise, the organization itself, and its customers. They also behave and communicate in a consistently positive manner toward the company, both inside and outside.

– Saboteurs, the employees who are the least committed to their employer. Saboteurs are active and frequently vocal detractors about the organization itself, its culture and policies, and its products and services. These individuals are negative advocates, communicating their low opinions and unfavorable perspectives both to peers inside the company and to customers, and others, outside the company.

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

Employee Advocates are Essential to Customer Experience—and Overall—Success

Where customer experience is concerned, it is essential to remember that organizations and brands looking to succeed in today’s competitive climate have successfully embedded CX into their cultures, from the C-level executive to the frontline employee. They prosper by using insights generated from a variety of channels and touchpoints, including employees, integrated with customer data from multiple sources, mined by sophisticated text analytics technologies, and then channeled to steer and guide every corner of their businesses.

The more successful the brand and organization, the more evident that the approaches taken are both bottom-up and top-down. This helps ensure a more strategic and real-world view of stakeholder behavior. Truly effective organizations have wisely invested key resources in the stakeholder experience. and at every level of the enterprise. Their leaders, likewise, focus on both individual and collective accomplishment.

This kind of achievement and fulfillment requires that experiences be optimized for all stakeholders. It’s a simple, basic premise, but it works – now and for the future. Ideally, there should be a direct linkage back and forth between the leader, the employee, and the customer. This is where employee advocacy, like the edelweiss flower, can bloom and grow.

CX Team

Oftentimes, the c-suite and the customer experience (CX) or customer success team live on the same planet, but almost in separate countries—they simply speak different languages. The former is interested in counting dollars and profitability and the latter with measuring metrics. So how should a CX practitioner go about bridging that gap in communication? How can you take the invaluable insights your CX team is discovering and translate it into meaning that executives will understand and act on? 

We know that customer experience can be a tough sell—after all, your business has so many priorities! Proving that your CX program has direct ROI and impact on your bottom line can be nebulous at best. But when your CX team has the c-suite’s backing, many organizational walls are broken and it becomes easier to demonstrate the insurmountable value that a successful CX program produces for a business. To help your brand along, here are three essential tips to close the gap between the C-Suite and CX teams.

Tip #1: Break Down Metrics

Customer experience metrics are core to any CX program—whether it’s NPS, CSAT, CES, etc. The challenge is how do you present those metrics in a way that makes executives regard them as crucial data points? At InMoment, we start with an approach we like to call the “Solving for X:” take your executives through your business objectives and what you’re truly trying to solve for customers. Then put it under categories like customer acquisition, customer retention, cross-sell and up-sell, cross-savings, etc. By parsing out the problems your team is solving for, you can show executives how they map onto the customer journey. And eventually, how those metrics directly inform the important touchpoints in that journey.

Tip #2: Tell Stories

Beyond all the data, numbers, and statistics, there’s a human customer at the heart of your CX program. So how do you get executives to see and empathize with the customers they don’t interact with on a daily basis? Stories, stories, stories. It can be a customer story, verbatims, videos, etc., but the point is that storytelling connects humans together—and it can do the same with your customers and executives.

And it doesn’t have to stop at just customers. Employees play a significant role as customer experience providers, especially as frontline ones. Getting executives to understand a day in the life of frontline employees or customers can shift their perspective on how your program is adding value to the company. It’s easy to latch onto numbers as concrete evidence, but stories can make the numbers come alive.

Tip #3: Use Small, Real Money Examples

When you’re presenting a business case, the goal shouldn’t be complexity. Even the most simple of cases can prove to be a persuasive argument. For example, let’s say there’s a rental car business that sells at airports. What if we could save one customer per month at each of the top airport rental locations? If you multiply that customer by ten and then by hundred, that’s millions of dollars of value saved. So asking small questions like that can be a huge game changer in how your executives understand the value in a successful customer journey.

Building a Strong CX Foundation with the C-Suite

Luckily, your relationship with executives is an ongoing one. Which means there will be countless meetings and presentations, and most importantly chances to learn to speak in the C-Suite language. Each conversation is an opportunity for your CX team to prove that CX value and business value is one and the same. So don’t be devastated if it takes a few swings. Fail and adjust your strategy for the next meeting.

And when you’re looking for a boost of confidence and CX expertise, watch this webinar: Eric Smuda (Principal, CX Strategy & Enablement) speaks on Translating CX Value into the C-Suite’s Language.

Text Analysis Software

When it comes to experience programs, text analytics software has been revolutionising data interpretation since the capability arrived on the scene. I’m Siobhan May Jones, one of InMoment’s Customer Success Directors, and over my career, I’ve seen this transition up close.

One of my first jobs whilst studying at university was manually coding thousands of verbatims about pet food. While this was great financially because I got paid by the hour, it wasn’t a good use of time by today’s standards. Over the next five years, I worked in the market research industry and found that too many tasks are manual process-rich, as well as subject to human error. It has taken years of discipline to rewire my brain from manual work to working with experts and tools to achieve the right goal. 

Let me give you an example—let’s say you need to understand what customers are saying about your employees each month. Your goal is to track which employees you need to support, and which ones need to be celebrated. 

You have two options:

 1) Download a raw extract of the verbatim and read through it month by month, gain an understanding of what customers are saying, then talk to the team about it. 

 2) Use natural language processing tools to visualise where and why these comments are showing excellence or areas requiring improvement.

It’s not really a choice between these two options, as the first scenario has you spending hours clicking buttons and cleaning or filtering data, while the second forces you to make an action plan. 

So how can you optimise your text analytics software and, ultimately, strengthen your customer experience (CX) program? I have three tips for you:

Tip #1: Confirm You’re Using the Latest and Greatest Software 

Before taking any action with text analytics, we recommend chatting with experts in your field to make sure you have the latest tools, processes, software, and overall capability. Your text analytics software should have these four features:

Scalability

A solution that supports all of the countries and languages your customers work and buy in—at an acceptable level of quality and price.

Quality

Your text analytics solution must be able to surface important trends and patterns based on individual comments and the sentiments behind them.

Actionability

You need a layer of sophisticated analytics that can add tags and themes on a granular level, uncover sentiment, assign categories, identify intent, spot legal issues, and pick up on possible customer churn.

Speed

A solution with real-time analysis, reporting and action. This is specifically relevant when considering translations for global companies.

If your text analytics software is missing any of these features, you’ll be starting at a disadvantage. Here at InMoment, we’re constantly innovating based on clients’ specific needs to ensure we’re helping reduce processes and increase action. 

Tip #2: Keep Your Goal Front of Mind When Processing Customer Feedback

When you designed your customer experience program, you no doubt started with a goal in mind. And when it comes to processing thousands of unstructured pieces of customer feedback, it can be easy to lose sight of the original goal. 

We recommend being honest and clear with your team (and yourself) about what your primary goal is, then using the right approach for that goal. Are you looking to add qualitative information to bring life to your metrics, trying to understand what makes customers angry or frustrated, or are you looking to track a recent frontline training initiative and see if customers noticed enough to talk about it? 

Alternatively, are you looking to set up alerts based on topics (regardless of the many possible typos)? Text analytics is a powerful tool that will help you with any of the above goals.  

Tip #3: Be On The Lookout For New Updates

When it comes to text analytics software, there will always be new updates, new features, and new opportunities. We recommend adding a biannual calendar note to yourself to proactively identify how text analytics software is changing over time. By being open to change and by constantly onboarding new features, you have a real opportunity to stay ahead of the competition by keeping focus on continuous Experience Improvement (XI). 

For more information on text analytics, check out this eBook!

The Secret to Improving CX Survey Response Rates

It is a fact that CX survey response rates have been declining. Additionally, we are being surveyed more and more every day about every mundane thing in our lives. Even the federal government is in on it—an executive order in 1993 directed federal agencies to gather public feedback on how well they delivered services and to strive to offer a comparable level of customer experience with private companies. Orders similar to that one have continued into the present day.

But, with surveys being the lifeblood of nearly all customer experience (CX) programs, what is a CX practitioner to do to improve their CX survey response rates? Much has been written about the tactical things a survey owner can do: list hygiene,  fatigue or quarantine rules, visual appeal of the invitation, subject line, formatting, time estimates in the invitation, etc.  And while these elements can have some impact, they are temporary band-aids for the over-surveying problem.

The Secret to Improving CX Survey Response Rates Is…

I’ll let you in on a secret: if you truly want to improve and sustain your response rates, look to your CX program (specifically your closed loop processes). There are two critical things any company can do to improve its response rates, and they tie back to the inner and outer loop concepts described in the Net Promoter SystemSM.

You’ve probably heard that it’s vital for organizations to close these loops, as doing so can help you achieve everything from Experience Improvement (XI) to enhanced customer retention and sustained business growth. That’s true!  But effectively closing these loops also provides an incentive and opens a door for continuous feedback from your customers or members.

The Inner Loop

The inner loop refers to the systems, processes, and teams that organizations use to respond to customers one-on-one to address negative feedback. Having an effective inner closed loop process is of obvious importance to any company that wants to keep its doors open, let alone create a differentiated and meaningful experience for customers. Fail to close the inner loop, and you open the “leaky bucket.”

However, if you can build a system that allows you to receive customer feedback, analyze it for actionable insights, and respond both meaningfully and expediently, you’ll have a much easier time retaining customers and extending their lifetime value. You will learn more about their individual preferences and may even potentially cross-sell or upsell them to additional products and services.

There is also plenty of research that demonstrates that customers whose complaints have been successfully resolved tend to leave higher review scores than customers who never had a complaint in the first place! Finally, by responding to customers when they have complaints, you demonstrate that you have listened and acted on their feedback, giving them a strong incentive to provide feedback again in the future.

The Outer Loop

The scope of the outer loop is considerably wider than that of the inner loop and requires more organizational resources, cross-silo cooperation, and team coordination.  Rather than focus on individual customer interactions and complaint resolution, the outer loop is about the actions your organization takes on the collective feedback you’re receiving to drive Experience Improvement and communicate those improvements back to a much broader segment of customers (if not your entire customer base). The one-on-one interactions that comprise the inner loop are certainly important, but the outer loop is all about incorporating those into a cumulative group effort to drive sustained Experience Improvement.

This improves your CX survey response rates by demonstrating to all customers that your organization truly does care about feedback and attempts to take action to improve the overall customer experience. This provides a feedback incentive even for customers who may not have shared it in the past, as they see the direct benefit.

Widening Focus

Click here to read my full-length Point of View on how focusing on your CX program will actually help you achieve better outcomes. In the meantime, take advantage of anything you might have learned here to meaningfully improve your inner and outer loop processes. I promise you you’ll see a difference.

Blended Experience

In 2022, modern retailers will face many challenges as the industry continues to recover from the global pandemic. During the unpredictable lockdown, retail brands were forced to transform their in-person experiences to digital ones. And now, according to our most recent EX & CX Retail Trends research, both customers and employees expect a blended experience.

But what does the term “blended experience” really mean? Well, it’s essentially bringing the digital experience to the in-store experience. Hence, “blended”. Still not getting the gist of it? Then let’s take a look at three concrete examples we’ve discovered based on data our Strategic Insights Team collected from consumers and employees across North America. Here’s what people are truly expecting:

Blended Experience #1: Buy Online, Pick Up Instore

It’s no surprise that being able to buy products online is an expectation, but customers also want options on how to receive said product. During quarantine, retail stores often offered same-day home delivery, curbside pick up, and buy online, pick up in-store (BOPIS). The question is, which of these will last? 

For employees, curbside and delivery have proven expensive to operate and don’t drive sales like in-store traffic does (especially if retail employees are working commission).  Meanwhile, because delivery is no longer considered a free necessity, and because curbside pick-up times aren’t as flexible, customers are less impressed with these options. So, BOPIS is a compromise: customers get to easily buy products online and receive their items relatively quickly, while employees get to engage with customers in-store while avoiding the obstacles those pickup types present.

Blended Experience #2: Pick Up, Walk Out (Automatic Payment)

After a long two years, customers and employees are used to a contactless experience and find it convenient for reasons beyond COVID. Additionally, with grocery stores continuing to capitalize on self-checkout experiences and innovations like Amazon Go’s Just Walk Out technology, more customers are expecting the retail industry to follow suit. Simply removing checkout lines can save retail stores over $37.7 billion and allow customers to shop without the hindrance of wasting time waiting in line.

Blended Experience #3: Virtual Try-On

Augmented reality in retail blew up during the pandemic. And, with the many social media filters that younger customers use daily, it’s no wonder that virtual try-on capability has emerged as a top expectation. Of course, customers would rather not wait to change in a stall or travel all the way to a store, but the real kicker is that virtual try-on actually minimizes a lot of risk for them.

One of the greatest barriers for online retail experiences is the reality that customers can’t really try on what they buy. With a virtual feature like this, customers get a visual sense of how the items they’re eyeing could fit in their lives, without ever having to leave home. After a virtual try-on experience, customers are reassured that their purchases truly suit their desires, reducing the chance of returns.

The In-Store Experience of the Future

It’s clear that, when it comes to retail, customers want a blend of digital and in-person experiences, not just one or the other. Both types of experiences have their pros and cons, and it’s our job as experience professionals to deliver an integrated interaction that brings forth each of their valuable qualities. Hopefully, these examples can help your brand take a second look at the experience you’re currently providing customers and spark meaningful Experience Improvement (XI) this year.

But this dynamic doesn’t stop at just blended experiences. The retail world is being impacted by changes in feedback methods, the influence of social media, and the Gen Z perspective. There are many opportunities beyond blended experiences for retail stores to meet customer needs, which you can learn more about in our new eBook: EX & CX Trends: What Retail Brands Need to Know in 2022.

Regulatory Compliance

Companies are investing heavily in artificial intelligence (AI) to save money and time—especially those in industries who have to constantly deal with regulatory compliance documents. After all, who wants to sift through endless amounts of tables and lists? Those working in legal, medical, or financial sectors are often all too familiar with this infamous struggle. And considering this, it makes sense that PwC predicts AI could contribute $15.7 trillion to the global economy in the near future. Busy work, laborious practices, and the humdrum of paperwork are not the most ideal job duty for any employee. This poses an important question: is AI powerful enough so that no employee will ever have to touch a regulatory compliance document again?

To help you answer that question, here are the top three things you need to consider:

Consideration #1: What Is Artificial Intelligence?

Fundamentally, we should think of artificial intelligence as a tool rather than a replacement for human expertise. AI doesn’t accomplish anything without a proper wielder to fully comprehend how to use it. Therefore, it’s key to rethink your AI strategy. Ask yourself, how are you approaching AI? 

Let’s first take a look at the problem at hand. Regulatory compliance documents require an extreme attention to detail due to their naturally complex text structure. That’s why traditional text analytics don’t necessarily do the trick. Essentially, what you want AI to do is to read, check, and extract data from a document that’s written and filled out by humans. 

The thing is these documents aren’t standardized, resulting in arbitrary changes in format and other elements. This puts AI in a tough situation. As a technology that functions through learning from examples, how can it learn if the examples change unpredictably?

Consideration #2: AI Cannot Succeed Alone

That doesn’t mean you should totally scrap AI, it just needs a little help. In the case of regulatory compliance, AI cannot succeed alone, but it can be a core part of your success. To tackle regulatory compliance documents, you need a combination of three technologies: 

  • Semi-Structured Data Parsing
  • Natural Language Processing
  • Machine Learning and AI

Each of these technologies supply needed functions, such as extracting text, understanding the meaning of a text, pattern recognition and response, etc. But with all these helpful aids, the human eye still remains the most reliable. Technology may not be able to totally replace humans in this context, but it can certainly provide a solution that mitigates the heavy burden of regulatory compliance.

Consideration #3: Designing an Effective and Personal AI Strategy

It’s likely that your specific industry and country encounters problems other companies outside of your field or location don’t. In that way, making sure that your AI implementation covers all bases in the documents you process can feel like a solo battle. And that’s why you need to invest in a platform that will allow for the customization your brand needs. Regulatory compliance documents vary depending on the business setting and thus have unique requirements for AI to fulfill.

Wrapping It Up

So the short answer is no, in this case AI cannot fully replace humans in regulatory compliance. But it can certainly aid businesses in working more efficiently and effectively. Rather than approaching this as AI or humans, one or the other, it should instead be AI for humans. Many AI for compliance tools fail to provide useful solutions because they don’t understand this complex relationship.

If you’re interested in learning more about how to sharpen your approach to AI for regulatory compliance, read the full white paper where we also include specific case examples!

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