Create a client roadmap that will define their experience

Following your customer journey will allow you to understand the progress of your potential clients and anticipate their trajectory at each step … until you reach the step where the client makes a positive decision about your products and services.

Understand what motivates your clients to move forward at each step up until the step of purchasing

Understand what motivates your clients to move forward at each step up until the step of purchasing.

A user journey unravels the story of the complete experience your customer has gone through. It explains how and why they interact and commit to your brand, products, partners and your team. This development tool which has been designed by our CRM experts will allow you to define the experience you would like to give your clients, by reshaping it to match the emotions you would like them to feel.

Get an overview of your client journey through your points of contact.

Le parcours client est un diagramme illustré qui représente les multiples étapes franchies par les clients tout au long de leurs interactions avec vous. Il sert à démontrer comment la relation client-entreprise s’articule à travers différents points de contact à chaque étape du processus. L’objectif est d’identifier qui sont vos acheteurs et d’ensuite mesurer et suivre leur expérience globale.

Contact us

Optimize each of your client interactions by understanding the journey of your clients.

Knowing how your customers think, act and feel at every moment of their journey, will allow you to shape their experience to better meet their needs. This will enable you to use all of your technological tools to create an optimal customer experience.

Maximize the potential of your points of contact

The most important aspect of a customer journey is the entirety of your points of contact. It is these different situations in which you interact with your customers that determine their overall perception of your company.

When your points of contact are used to their full potential, they can become the foundation for holistic and sustainable initiatives.

Build your digital transformation on a thorough and comprehensive assessment of your communication processes.

To begin, our team will work with you to create different personas, each reflecting the profile of a typical client doing business with your company.

We then pinpoint the customer journey for each of these profiles by analyzing different influential factors:

  • The different stages of the customer (the typical moments that a customer will experience through his customer journey)
  • Your points of contact
  • Thoughts and emotions, you want to trigger in your customers.
  • Your opportunities (where they really are)
  • Your business processes
  • Your technological tools

Share information about your customer journey both internally and externally

Improve the coherence between the various players and teams, by clearly defining your customer journey.

It is crucial to adapt your communication strategies to the state of mind of the client through each step of their journey. Reshaping your customer journey provides an illustrated and easy-to-read diagram for all your employees. This tool allows you to easily communicate objectives to them to optimize the experience of your customers.

Unlock the full potential of your CRM solution

Analytics

Track and assess the progress of each of your customers in real time through the created customer path.

Communications

Connect to all of your communication tools via your CRM solution. Use past interactions with your prospects to track their history. You will continue to define your customer journey as it grows over time.

Dashboard

Your CRM solutions allow you to identify the trends of customer responses triggered by your interaction. Review your communication strategies and adapt your customer journey to optimize your customer commitment. The power BI tool enables our team to generate powerful reports that allow you to readjust your customer journey as your customers change.

Business intelligence

Define the experience you would like to offer to your clients and automate some of your interactions in your CRM solution. This will allow you to quickly respond to the needs of your clients through the different steps of their journey over time.

Lets talk about it

Ask for a CRM consultation

Subscribe to our newsletter

Fill out the form below to receive regular updates on XRM Vision

Download our eBook!

Fill out the form below to receive your guide and learn how to improve customer retention in 5 steps. All free of charge!

Your customers expect an outstanding service experience and personalized support from you. XRM Vision provides you with the best practices and technological tools to build customer loyalty, support your growth and improve your productivity.

Download our free CRM process evaluation kit!

Fill out the form below to receive our CRM process maturity assessment kit free of charge.

More:

  • Access to our online diagnostic tool
  • Receive our best advice via email once a month (only by choosing to subscribe to our newsletter)

Based on the Capacity Maturity Matrix, our methodology will help you assess the maturity level of your business processes and customer relationship management. With our ebook and the web questionnaire that comes with it, you will be able to identify the next steps to progress based on your specific situation.