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How to Design the Optimal Customer Experience: 6 Tips

How to Design the Optimal Customer Experience: 6 Tips

By Tamara Rosin

The vast majority of business leaders — 90% — say improving the customer experience is a top strategic priority for their companies.

It’s clear companies want to give their customers a great experience. But the numbers show that they are failing.

Only 49% of U.S. customers say companies deliver a satisfactory customer experience, according to PwC.

Instantly improve the customer experience and send your revenue soaring.

This is a big deal for businesses since 73% of consumers say the customer experience directly influences their purchasing decisions.

So what accounts for the disconnect?

A swing and a miss

customer service

There are many possible explanations why companies are getting CX wrong.

Perhaps they don’t really understand what their customers want. Maybe their CX improvement efforts lack support. It could be that they don’t know how to use customer data strategically. Maybe their customer support and salespeople need better training.

Any combination of these factors could be to blame.

Before we get to the solution, let’s define what we’re talking about.

How to define customer experience

Customer experience is a customer’s perception of the interactions (positive and negative) between him or herself and a business.

The sticking point in this definition is the focus on how customers perceive you, not what does or does not actually occur.

So, you may think your company provides high-quality products and stellar customer service. But a customer who receives a broken product and inadequate support will have a very different perception of your brand.

Why CX matters

online customer rating

Positive CX leads to increased customer loyalty, a higher net promoter score, and greater revenue. Unfortunately, it’s much easier to drive customers away than retain them.

One in three customers will stop doing business with a brand after just one negative experience, according to PwC. On the other hand, it can take as many as 12 positive interactions to repair the damage of a single negative experience.

The stakes are high, and competition is always on the rise. In the digital age, in which one bad online review can deter countless potential clients, the customer is truly king.

That’s why we compiled these guidelines to help you improve the customer experience.

6 tips to deliver a winning customer experience

The “ideal customer experience” looks different for every type of customer. But with these general tips, you can build a better CX strategy and enjoy increased customer loyalty and higher revenue.

1. Understand what your customers want

Companies must understand who their customers are and what they want in order to provide a great customer experience.

First ask yourself:

  • Who are my customers?
  • What challenges are they facing?
  • What is their emotional state when they seek my products or services?
  • What are their goals?

Generally, customers desire several key things from the companies with whom they do business: speed, consistency, convenience, personalization, and friendliness.

Let these fundamentals guide your CX efforts and you’ll see the business benefits.

According to PwC, 43% of consumers would pay more for greater convenience, while 42% would pay more for a friendlier experience. Another 63% said they would be willing to share more personal information with brands in exchange for greater personalization.

2. Leverage the power of data analytics

big data analytics

Once you understand the core elements of a positive customer experience, you can analyze customer data to design a more specific CX improvement plan.

The good news is most companies already have massive amounts of customer data at their disposal.

With advanced analytics, companies can:

  • Detect patterns in customer behavior and demographics to prevent churn and increase satisfaction
  • Identify which promotions are most effective for renewing or upselling customers
  • Determine how to best implement product upgrades
  • Inform marketing strategy to effectively segment and tailor advertising campaigns

The potential applications for analytics to improve CX are limitless.

3. Take a broad view of the customer journey

When considering the customer journey, don’t just focus on each individual touchpoint, but how they all connect.

While different employees might only interact with customers at certain points, the customer experience is the sum of all of these interactions. If just one of these touchpoints is less than satisfactory, it can harm the overall experience.

Put yourself in the customer’s shoes. Where is there friction in the process? Is there one touchpoint that slows everything down? Are there any customer complaints that repeatedly arise? The customer journey should be cohesive and seamless, not disjointed and slow.

4. Provide top-notch customer support

customer support training

Customers seek support when there is a problem or they don’t know how to do something. They are often frustrated or stressed. The heightened emotions associated with these interactions can have an outsized effect on the entire customer experience.

That’s why it’s important that your customer support is highly trained and knows how to handle any issue, whether that means solving it themselves or escalating it to someone who can.

Tech companies face unique challenges in the customer support department. The rapid pace at which companies develop digital products often makes it difficult for support staff to keep up.

That’s why tools like a Digital Adoption Platform (DAP), which provides contextual, in-the-moment navigational prompts, are effective training aids for customer support staff. With a DAP, your support team can be confident they know your technology in and out, even after updates.

5. Continuously strive to improve quality

There’s no shortcut here. You can have the friendliest salespeople and the most helpful customer support, but if the quality of your products and services is poor, your customers will seek a better product somewhere else.

Product improvement efforts should be an ongoing endeavor. Listen to customer feedback and solicit ideas from employees to guide you.

6. Establish trust with greater engagement

Customers increasingly expect to engage with brands online, and these interactions can have a substantial impact on CX.

I’m not just talking about ads on social media platforms. I mean an actual human response to questions and online customer reviews, good and bad.

In fact, brands that respond to negative customer reviews actually improve credibility and trust among customers. It’s an opportunity for a brand to show they care about a customer’s experience and demonstrate openly how they will prevent or rectify the issue in the future. If handled correctly, a negative customer review can actually help you generate more sales.

Discover how a DAP helps improve the customer experience on any digital product.


Tamara Rosin
Tamara’s unique perspective on the impact of digital trends on business strategy has elevated her voice to the leading edge of the digital transformation discussion. She is adept at untangling the complexities of organizational culture, its evolution, challenges, and needs in the digital era. Previously, Tamara served as managing editor for the leading national healthcare publication Becker’s Hospital Review.