Thought Leadership

How to Leverage Customer Journey Analysis and Fuel Customer Success

December 16, 2024

At the heart of every successful business lies a deep understanding of its customers. And in today’s hyper-competitive market, personalization is the name of the game, not generalized approaches and one-size-fits-all solutions. But how do you unlock the secret to individual customer journeys in a scalable way for business – and use the information to power Customer Success?

Enter customer journey analysis.

By examining your customer interactions, from initial engagement to long-term loyalty, we gain unparalleled insights into their needs, pain points, and aspirations. Every interaction, touch point, and engagement becomes an important data point. Customer journey analysis helps you understand the triggers that move people from thought to action and the steps from sales to implementation, optimization, and renewal. It allows you to proactively help your customers reach their goals.

Designing Tailored Solutions for Customer Success

Armed with a comprehensive understanding of the customer journey, we at Escalent build experiences that address the unique needs of each customer segment for our clients. By understanding how the journey differs for each customer segment and creating corresponding playbooks, we determine who at your business is responsible for each customer touch point. While creating this journey map, it’s important to decide what can be digital and automated, as well as deciding which tools should be used at each touch point, all the while ensuring visibility and incorporating feedback loops.

Whether it’s streamlining onboarding processes, optimizing product features, or enhancing post-sale support, every decision is informed by data-driven insights derived from customer journey analysis. The result? Heightened satisfaction, increased retention, and loyalty.

When we implement these tailored solutions, creating seamless experiences that transcend individual touchpoints, Customer Success ceases to be just a department. It becomes a philosophy ingrained in every facet of your organization. When we consider the customer’s needs in this holistic way, we build a path for clients to successfully reach their business objectives.

Embracing Continuous Improvement to Address Unmet Customer Needs

Ongoing Customer Success requires constant attention because client needs and priorities are always shifting. For example, Escalent worked with a Customer Success team at a major tech company, using a customer journey analysis to understand servicing issues with their digital touch segment. As a result of our analysis, our client recognized an unmet customer need and overhauled their handover process from Sales to Customer Success teams.

Customer journey analysis guides us toward the best understanding of our customers’ evolving needs. With every iteration, we refine our strategies, optimize our processes, and push the boundaries of traditional Customer Success. It is also crucial to measure results. If you don’t track the improvements made for customers, you’ll lose out on valuable data to know what’s working for each customer segment and what needs to be modified for better results in the future.

Turning Customer Journey Insights into Enhanced Satisfaction, Retention, and Loyalty

Customer journey analysis transforms every customer interaction into actionable insights, enabling businesses to design personalized solutions that enhance satisfaction, retention, and loyalty. By continuously refining strategies to meet evolving needs, organizations ensure a seamless, impactful customer experience. At Escalent, we empower clients to harness this process, turning customer journey insights into lasting Customer Success.

 


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Logan Wangsgard
Director, Customer Success

Logan Wangsgard is director of Customer Success in Escalent's Technology group and runs the North America team out of Salt Lake City. He began his career in the tech world working for a robotics and medical software company based in Cambridge, MA. After spending time in higher education administration at Harvard and Northeastern University, Logan found his way back to the SaaS world in Customer Success. Prior to joining Escalent, he helped build the Customer Success team at San Francisco-based MyTime. Logan built the Escalent Customer Success team from the ground up and continues to be requested by some of the largest companies in the world to help them improve their processes. He graduated with a bachelor’s degree in philosophy from the University of Massachusetts - Boston and received the departmental book prize.