Few customer-facing businesses would argue against the fact that technology plays a critical role in great customer service delivery. But did the advent of the telephone mean that traditional door-to-door salespeople, knowing that their customers enjoyed face-to-face chats and that this ritual would close a sale, start to call those customers instead? Probably not. All good salespeople understand that nothing beats knowing your customer personally and allowing them to engage with you in the way they prefer.
The sales process has always been about more than exchanging goods for money. It’s about building and maintaining a relationship via the positive journey that a customer experiences.
Of course, technology is essential, and most consumers would agree that it’s much better to use technology to check on stock availability or opening times without having to physically go to the store. From customer support lines to online reviews, the modern customer service process is so entwined with technology that it’s impossible to separate the two. So why does Webhelp research suggest that 75% of customer-facing businesses struggle to deploy CX technologies at scale?
Design First
When designing improvements to the customer journey, there are two things to consider. Firstly, start with a clear understanding of your end goal: the problem that needs to be solved or the outcome you desire – or, more importantly, the outcome your customers want. The selection of the technology solution should wait.
Secondly, think integrated, not standalone. No technology should be an island. The right integration with other tools and their technology stack is crucial to deliver personalised experiences and continuous, systematic improvement. Most importantly, it is the only way to drive adoption,not rejection.
Yes, it can be a more challenging route – but it makes complete sense if you think about the implications. If we take the example of chatbots, only botsdeeply integrated with enterprise applications (order management systems, CRM) will add value. On the other hand, a bot that only answers frequent questions will be disappointing. It’s the difference between asking where an order is and receiving either the web address of a self-service page OR a personalised answer such as: "Your order is at the local dispatch office and will be delivered on Monday." Ask yourself which you would prefer if you were the customer.

