Customer Journey Mapping

In a scenario where every individual/user has a different lifestyle, challenges, needs, and priorities, how can a company assess its place in a customer's life? Customer journey mapping is the solution. It educates about the importance and necessity of a brand and its product in a customer’s life, offering an opportunity to improve their experience. 

To add a perspective, in a survey by Khoros, 67% of customers communicated their bad experiences to their knowns, and 65% switched to another brand. Another study by Salesforce Research states that 89% of customers might make another purchase with a positive customer service experience. 

Are you willing to obtain positive results by implementing customer journey mapping? You might wonder where or how to begin. In this article, you will learn about customer journey mapping, the tools you need, process and more. Let’s start! 

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What is Customer Journey Mapping?

Let’s begin by understanding what a customer journey map is. A Customer Journey Map is a visual guiding tool highlighting customer interactions with the organization or its offerings. It helps provide insights into customers’ points of view, needs, and experiences with the company. The process of physical mapping, i.e., customer journey mapping, aids in uncovering all the steps customers take while interacting with the business.  

Some of the key aspects assessed via customer journey mapping include: 

  • Understanding customer segmentation and behavior 
  • Knowing the perspective of the customer about the company, product or service and overall experience with the company 
  • Knowing their first or common mode of interaction with your brand 
  • Identifying something that deters them or a negative viewpoint that may lead them to switch to competitors (it should be what customers themselves haven’t recognized yet)

Importance of Customer Journey Mapping

Since it offers insights into customer’s perception, the importance it serves is: 

  • Know customers' challenges: Customer journey mapping lets companies understand any challenges customers face or any aspect that may lead them to competitors. Resolving these points can enhance customer satisfaction. 
  • Know company staff better: The reasons for customers' excellent or poor experience can be attributed to the staff they interact with. The company can identify its best-performing staff and improve others with such insights. 
  • Ensures customer-first approach: Keeping the customer’s viewpoints in every aspect of business planning tells about the company’s priority. It develops a customer-centric approach among all its members in different departments such as development, operations, sales and others. With this, the customer experience is subconsciously specific and needs to be prioritized and improved while also enhancing the company’s reputation. 
  • Increase customer retention: Improving the customer experience and taking appropriate actions to ensure their seamless journey with your company will likely earn customer loyalty and trust. Owing to quality deliveries and services, customers are certain to come back for other products and services. 
  • Improve marketing planning: Customer journey mapping offers insights into the standard mode of interaction with the customer, their perspective on it and the method or quality of displaying ads. Hence, it can help plan effective ad pitches. 

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Key Components of Customer Journey Mapping

On your way to know and understand the customer, here are certain components that will surely be a part of the map:

Customer Persona

A customer persona is a fictional representation of a group of customers that offers deep insights into the ideal customer or user’s life. It will include demographics and customer habits, needs, goals, pain points, preferences and challenges. It is created based on research data. On the customer journey map, the customer persona can be a summary of key points. 

Touchpoints 

One of the essential things to know about the customer experience is when they interacted and how the overall flow went. Touchpoints refer to all the encounters between the customer and the brand. They include components like promotion mail, website or contact with customer service representatives. The touchpoints will tell you which of both online and offline interactions to focus on and hence improve. 

Phases/Stages of Customer Journey 

It comprises different parts: awareness, consideration, purchase and retention. This will help understand when the viewers turn into customers, when they are being led away from the brand and their loyalty and satisfaction status. Thus, it helps recognize the aspects or parts of the customer requiring emphasis. 

Customer’s Emotions, Thoughts and Actions 

It is another crucial key component to include in customer journey mapping. It can help you address customers' pain points, get to know them better, understand their perceptions, derive suggestions and recommendations from them and much more. 

Opportunities 

Companies can analyze their information, such as pain points and negative experiences, using visual representations. They can look for patterns and trends in the public data on various distinct parameters and know the off points or aspects needing improvement. Accordingly, they can leverage every problem as an opportunity for growth. 

Customer Goals and Expectations 

Recognizing the customer goals and needs will help companies deliver according to their expectations. Understand these based on their importance and plan accordingly. 

How to Create a Customer Journey Map?

The preliminary step for addressing ‘how to create a customer journey map’ is to get a user persona or choose from multiple user personas available. You can learn about the customer's persona through an affinity diagram. After knowing it, select a specific customer persona and scenario for customer journey mapping. Here is the flow of events that will go into making a customer journey map: 

1. Set Clear Goals 

It is the first and foremost step. You will answer a few queries about the type of customers being targeted, the type of customer’s experience of interest, the ultimate goals to be achieved, and other aspects. Also, include key metrics relevant to the decided goals to help you track progress in using customer journey mapping. 

2. Research 

The next step is to collect data to address the queries you have in the previous step. The information can be found in call center recordings, website analytics, metrics, social media, support logs or customer interaction. Also, focus on the answers provided to questions like 

  • When was the product purchased?
  • Why was it canceled?
  • Point of attraction towards the brand, website or product 
  • Ease of navigating through the website or amount of time spent on the website 
  • Problems solved or unsolved by the brand
  • When did the need for customer support arise? 

3. Profile and Highlight Persona

Create the persona profile to combine and manage user information and other specifications. The complete profile will be stored to retrieve important information as needed. Gain more specific details for customer journey mapping to understand the customer experience accurately. 

4. Numerate the Touchpoints 

Make a list of all the touchpoints or the points of interaction between the customer and the brand. Besides direct communication, do include the ones with indirect contact. The latter includes checking the reviews on third-party websites. Higher touchpoints indicate complications in navigation or purchase, while too few touchpoints indicate a lack of interest. Do note that customer touchpoints depend on your industry type; hence, be specific in your expectations. 

5. Make Two Customer Journey Maps 

Create the customer journey map with all the information collected for a specific goal. It should include all the touchpoints, variations in the journey, all the product versions, small and large volume purchases, actions, emotions, motivations, challenges and pain points. While it will be the consumer's current or existing customer journey, you must create another ideal version of it. 

The ideal version will be your future goal. You will make the changes you wish to incorporate in this journey and how you want it to exist. To learn more about the possible problems that may occur to your customer or to understand how the improved version will look, take the customer journey yourself. Identify and note the points that might seem annoying, involve long waiting, contribute to closing the website or drive you away from the brand. 

6. Count Your Resources 

Stepping into the practical implementation, count the resources to plan for how you will take the next steps. The requirements may arise for employees, software, customer service tools, strategy development, revised budget and other things as necessary. Develop the plan and strategy to improve accordingly. Enlist all the steps to be taken.  

7. Implement, Monitor and Update 

To ensure achieving the goals, take measures to implement the changes before the next launch. After the launch, monitor the problems that may still exist or the new issues that might arise due to some ignored or unidentified aspects. Update the plans accordingly at regular time intervals. 

Top Customer Journey Mapping Tools

Some of the top and standard customer journey mapping tools to take help from are: 

  • Lucidchart: The tool offers visually engaging and helpful insights into the customer experience. The AI integration allows for easy and automatic map generation, easy customization and enhanced decision-making. 
  • Gliffy is another top user-friendly visualization tool. It supports complex technical diagrams and offers features like sticky notes, freehand drawing tools, collaboration, etc. 
  • Smaply: In alignment with data security and GDPR, the Smaply has features like a persona builder, journey map editor, journey management and others. It is suitable at the enterprise level. 

Common Challenges in Customer Journey Mapping

The challenges in customer journey mapping are: 

  • Scattered Data: Customer interactions occur through many social media channels. Integrating multiple sources and touchpoints into a single platform might pose a challenge. 
  • Filtering the Data: Despite obtaining the data from sources, the need to filter out the relevant information remains. This is because the overall data can be composed of outdated or missing data. 
  • Stakeholder Involvement: It is difficult to get stakeholders like IT teams, senior management, sales, service and product teams to participate. Communicating the benefits of customer journey mapping in decision-making can help overcome this challenge. 
  • Inability to Gain Information: Often, there needs to be more information due to customers' silence. Their denial to respond signifies a lack of customer satisfaction and loyalty but without reason. Identifying such moments or touchpoints can offer relevant insights. 
  • Delay in Data Analysis: A slow response or a specific date for obtaining the data analysis information leads to delayed insights. This hinders the ability to address the pain points promptly or capture the opportunities swiftly. 
  • Improper Actionability: The challenge will be faced if impact and actions are decided without clear goals. The inability to prioritize the right negative experience and pain point can lead to improper actionability. 

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How to Measure the Success of Customer Journey Mapping?

While defining the precise goals, the step also involved identifying the right metrics to measure the progress. These metrics are a clear insight into the effectiveness of customer journey mapping. A few examples of Key Performance Indicators  (KPIs) to emphasize are: 

  • Awareness: At this stage, SEO ranking, video views, social media engagement, number of visitors to the website, and conversion rate provide insights. 
  • Consideration: The important metrics here are cost per click (CPC), click-through rate (CTR), number of clicks, engagement and others. 
  • Conversion: The progress made in the customer journey mapping can be measured here in terms of sales, leads, cost per conversion, and cost per lead. 
  • Retention: The metrics like Net Promoter Score (NPS), customer satisfaction rate, and user feedback offer information on the success of customer retention. 
  • Advocacy: The effectiveness of advocacy can be measured by the number of influencers talking about the brand, guest posts, frequency of referrals, and quality of customer reviews.  

Besides these, companies must also identify the exact part of the customer journey they want to measure. It can be gaining a customer, using a product, using a payment process, or other things. 

Conclusion 

Every business should consider the customer journey. By identifying customer pain points, experiences, and opportunities, the customer journey map offers direct insight into identifying the scope of improvement. It is part of effective project management and must be thoroughly known, practiced and understood by all candidates aiming for the position. 

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FAQs

1. What are the most frequent mistakes made when creating journey maps?

Some of the common and frequent mistakes in creating customer journey maps are not setting a goal, not doing proper research, not considering the customer's perspective, needs and desires, focusing on a single communication channel and not communicating effectively with the customer. 

2. How can I select the best customer journey mapping tool?

Look out for the ease of using the functionality and editing, sharing and collaborating with other users. Also, the integration possibilities and features of action trackers should be considered. 

3. What is the purpose of customer journey mapping?

The prime aim of customer journey mapping is to visually identify the quality of experience the customer gains from the brand. This recognition helps identify opportunities for improvement in the overall process. 

4. How often should a customer journey map be updated?

The ideal time for updating the customer journey varies among industries. It can range from 6 months to a year. Hence, the customer journey map can be updated semi-annually or annually, or quarterly if needed. 

5. What is a customer journey map in design thinking?

In design thinking, the customer journey map focuses on improving user-friendliness by improving the product's design and interaction points. 

About the Author

Sachin SatishSachin Satish

Sachin Satish is a Senior Product Manager at Simplilearn, with over 8 years of experience in product management and design. He holds an MBA degree and is dedicated to leveraging technology to drive growth and enhance user experiences.

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