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Creating the Ultimate Experience:
UX + CX + CRM

Stuart Cruickshank
User Experience Architect


          London
@gaijinstu
An unforgettable night in Paris...
User                       Customer
Experience                    Experience




    Customer Relationship Management
This is not a Holy War
User Experience User interaction with a
system, product or service

Customer Experience The sum of customer
interactions with an organisation

Customer Relationship Management A business
strategy for developing and monitoring
customer relationships over the lifecycle
Customer Relationship
      Management (CRM)
“...is a widely-implemented strategy for managing a
company’s interactions with customers, clients and
sales prospects. It involves using technology to
organize, automate, and synchronize business
processes - principally sales activities, but also those
for marketing, customer service, and technical
support.”
                                                  Wikipedia
Customer Relationship
      Management (CRM)
                     Strategy
                Managing customer interactions
“...is a widely-implemented strategy for managing a
company’s interactions with customers, clients and
           Business processes
sales prospects. It involves using technology to
organize, automate, and synchronize business
                 Sales, marketing and service/support
processes - principally sales activities, but also those
for marketing, customer service, and technical
support.”        Technology
             Drives efficiency and customer insight
                                                     Wikipedia
Business                          Interactions                  Customers
                                                                Customer

  Strategy                                                        Segment A
                                Instore
    Vision
   Mission                                   Web

                                             Website              Segment B
                                 Phone        Email
                                              Blog
  Processes        Customer                   Wiki
     Sales           Data                    Podcast             Segment C
   Marketing
                               Advertising
Support/Service


                   Targetted                                     Segment D
                   Messages
 Technology
Customer insight
                                                                  Segment E

                    Profit                     Product/service
A social revolution
CRM 2.0: Social CRM

“...a philosophy and a business strategy, supported by a
technology platform, business rules, processes and
social characteristics, designed to engage the customer
in a collaborative conversation in order to provide
mutually beneficial value in a trusted and transparent
business environment.”


                  Paul Greenberg, CRM at the Speed of Light (4th edition)
Strategy
                   Managing customer interactions



            Business processes
“...a philosophy and a business strategy, supported by a
technology platform, business service/support
                 Sales, marketing and rules, processes and


   CRM 2.0: Social CRM
social characteristics, designed to engage the customer
in a collaborative conversation in order to provide
        Technology
mutually beneficial value in a trusted and transparent
                 Drives efficiency and customer insight
business environment.”


                    Engagement
                    Paul Greenberg, CRM at the Speed of Light (4th edition)
             Collaborative conversation and mutual value
CRM 2.0: Social CRM


“Because of a social change, the customer seized
control of the business ecosystem. We now live in a
customer ecosystem...



                  Paul Greenberg, CRM at the Speed of Light (4th edition)
CRM 2.0: Social CRM

The relationship changes from where the customer is
the object of a sale to one in which that customer is the
subject of an experience that he or she controls with
businesses.”



                   Paul Greenberg, CRM at the Speed of Light (4th edition)
Conversation
  Business                                 Existing channels               Customer
                                                  +
    Strategy
      Vision                                     Social
                                                 Twitter                      Needs
     Mission
                            Empathy
                                               Facebook
                            Emotion             YouTube
   Processes              Authenticity        Review sites
      Sales               Transparency
                                              Communities
    Marketing
 Support/Service
                                                                           Values/Beliefs

  Technology
                                   Relationship              Trust
 Customer insight
(extended with customer
       research)
                                  Humanisation        Collaboration

   Culture                                                                     Social
                                Advocacy                     Empowerment   relationships
 Customer focus
                                   Profit                     Experience
 Empowerment
                                              Value
Electrolux: Art Home
                 art-home-electrolux.com




                                           Empowerment

Transparent + Authentic

                         Differentiated experience

  Human

                                           Conversation
Customer lifecycle
             No awareness   Awareness   Consideration   Preference   Purchase   Loyalty   Advocacy
Engagement




                                                                                                 Time
What does this mean for user
 experience practitioners?
Multi-channel experiences
Think long-term
Insights driven by user research
And finally...
Don’t forget: experience is the goal
gaijinstu@gmail.com
      @gaijinstu

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Creating the Ultimate Experience: UX + CX + CRM

  • 1. Creating the Ultimate Experience: UX + CX + CRM Stuart Cruickshank User Experience Architect London @gaijinstu
  • 3.
  • 4.
  • 5.
  • 6.
  • 7. User Customer Experience Experience Customer Relationship Management
  • 8.
  • 9. This is not a Holy War
  • 10. User Experience User interaction with a system, product or service Customer Experience The sum of customer interactions with an organisation Customer Relationship Management A business strategy for developing and monitoring customer relationships over the lifecycle
  • 11. Customer Relationship Management (CRM) “...is a widely-implemented strategy for managing a company’s interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes - principally sales activities, but also those for marketing, customer service, and technical support.” Wikipedia
  • 12. Customer Relationship Management (CRM) Strategy Managing customer interactions “...is a widely-implemented strategy for managing a company’s interactions with customers, clients and Business processes sales prospects. It involves using technology to organize, automate, and synchronize business Sales, marketing and service/support processes - principally sales activities, but also those for marketing, customer service, and technical support.” Technology Drives efficiency and customer insight Wikipedia
  • 13. Business Interactions Customers Customer Strategy Segment A Instore Vision Mission Web Website Segment B Phone Email Blog Processes Customer Wiki Sales Data Podcast Segment C Marketing Advertising Support/Service Targetted Segment D Messages Technology Customer insight Segment E Profit Product/service
  • 15. CRM 2.0: Social CRM “...a philosophy and a business strategy, supported by a technology platform, business rules, processes and social characteristics, designed to engage the customer in a collaborative conversation in order to provide mutually beneficial value in a trusted and transparent business environment.” Paul Greenberg, CRM at the Speed of Light (4th edition)
  • 16. Strategy Managing customer interactions Business processes “...a philosophy and a business strategy, supported by a technology platform, business service/support Sales, marketing and rules, processes and CRM 2.0: Social CRM social characteristics, designed to engage the customer in a collaborative conversation in order to provide Technology mutually beneficial value in a trusted and transparent Drives efficiency and customer insight business environment.” Engagement Paul Greenberg, CRM at the Speed of Light (4th edition) Collaborative conversation and mutual value
  • 17. CRM 2.0: Social CRM “Because of a social change, the customer seized control of the business ecosystem. We now live in a customer ecosystem... Paul Greenberg, CRM at the Speed of Light (4th edition)
  • 18. CRM 2.0: Social CRM The relationship changes from where the customer is the object of a sale to one in which that customer is the subject of an experience that he or she controls with businesses.” Paul Greenberg, CRM at the Speed of Light (4th edition)
  • 19. Conversation Business Existing channels Customer + Strategy Vision Social Twitter Needs Mission Empathy Facebook Emotion YouTube Processes Authenticity Review sites Sales Transparency Communities Marketing Support/Service Values/Beliefs Technology Relationship Trust Customer insight (extended with customer research) Humanisation Collaboration Culture Social Advocacy Empowerment relationships Customer focus Profit Experience Empowerment Value
  • 20.
  • 21. Electrolux: Art Home art-home-electrolux.com Empowerment Transparent + Authentic Differentiated experience Human Conversation
  • 22. Customer lifecycle No awareness Awareness Consideration Preference Purchase Loyalty Advocacy Engagement Time
  • 23. What does this mean for user experience practitioners?
  • 26. Insights driven by user research
  • 29. gaijinstu@gmail.com @gaijinstu