CXBOKTOC
CXBOKTOC
Table of Contents
Introduction to the CXPA CX Book of Knowledge........................................................................15
Foreword............................................................................................................................................17
A Word of Thanks.............................................................................................................................19
1
CXPA CX Book of Knowledge - 1st Edition CXPA CX Book of Knowledge - 1st Edition
Contact records for capturing feedback...................................................................................................... 42 How to address customer experience gaps?........................................................................................ 70
A brief word about tracking opt-outs........................................................................................................... 44 What are the benefits of an Experience Gap analysis?....................................................................... 71
Deciding how to ask............................................................................................................................................ 44 What are some of the frameworks or tools?......................................................................................... 71
Other ways to capture customer feedback................................................................................................. 46 What are the steps for an Experience Gap analysis?.......................................................................... 73
Be creative about locating sources of feedback....................................................................................... 47 1. Determine the areas that need improvement with a gap assessment........................................ 73
Knowing when to ask.......................................................................................................................................... 48 2. Analyze the current state.............................................................................................................................. 73
Understanding what to ask............................................................................................................................... 49 3. Define objectives.............................................................................................................................................. 74
What if you didn’t actually ask?....................................................................................................................... 50 4. Define the gap................................................................................................................................................... 74
Prevent gaming of the system......................................................................................................................... 51 5. Create an action plan...................................................................................................................................... 74
Decide whom to inform...................................................................................................................................... 51 Using market research for assessing gaps............................................................................................ 75
Thoughts on engaging third-party vendors............................................................................................... 51 Assessing technology needs..................................................................................................................... 76
Customer data privacy considerations......................................................................................................... 52 Conclusion..................................................................................................................................................... 77
Closing advice on capturing customer feedback..................................................................................... 55 Glossary..............................................................................................................................................78
Do not just ask to ask.......................................................................................................................................... 55 Some VOC descriptions are inspired by “How Hard Is It to Be Your Customer?”*..................... 78
Establishing quarantine period rules............................................................................................................. 55 Customer Feedback Terms........................................................................................................................ 79
Thoughts on tone and context........................................................................................................................ 56 Employee Experience Terms..................................................................................................................... 80
Assessing technology needs............................................................................................................................. 56 Customer Experience Gap Terms............................................................................................................. 80
Shine a Light on Customer Feedback with an Employee Lens.....................................................58 References..........................................................................................................................................82
Why should companies collect employee feedback?......................................................................... 58
Benefit 1: Surfacing Potential Customer Differentiators........................................................................ 59
Part II: Customer Experience Strategy 83
Benefit 2: Employee Empowerment............................................................................................................... 61
Benefit 3: Improve the Rigor of Supporting Customer and Employee Technology.................... 62 Create a CX strategy.........................................................................................................................86
What type of employee feedback should we collect and analyze?................................................ 62 What is Strategy?......................................................................................................................................... 86
Prepare to collect and analyze......................................................................................................................... 62 History/ Evolution................................................................................................................................................. 87
Who should collect employee customer experience feedback?..................................................... 63 Why Strategy and CX Strategy? What is the difference, and how do they link?.......................... 87
Important Players.................................................................................................................................................. 63 Change vs. Consistency –Strategy vs. Business as Usual (BAU).......................................................... 89
When should we collect employee feedback?..................................................................................... 64 Value = Benefits – Costs..................................................................................................................................... 89
How should employee feedback collection take place?.................................................................... 65 Creating a CX Strategy............................................................................................................................... 90
Implement................................................................................................................................................................ 65 Strategic Management Components............................................................................................................ 90
Assessing technology needs..................................................................................................................... 66 Customer Experience best practices across industry....................................................................94
Identify Customer Experience Gaps to Deepen Customer Experience.......................................67 Needs and Expectations............................................................................................................................ 94
What is the customer experience gap?.................................................................................................. 67 Critical to Quality/Critical to Experience ..................................................................................................... 94
Why do experience gaps occur?.............................................................................................................. 68 Kano Model............................................................................................................................................................. 94
2 3
CXPA CX Book of Knowledge - 1st Edition CXPA CX Book of Knowledge - 1st Edition
“Traditional” Strategy Management............................................................................................................... 98 Align the customer experience strategy to organizational strategy, goals, brand values,
Kaplan Norton Balanced Scorecard............................................................................................................... 98 and attributes..................................................................................................................................117
International Organization for Standardization .....................................................................................100 Companies without a dedicated CX department............................................................................... 117
European Foundation for Quality Management—based Models....................................................101 Alignment to overall strategy, brand values, attributes................................................................... 118
Malcolm Baldrige National Quality Award Model.................................................................................101 Stakeholder Engagement and Communication ................................................................................. 119
Environmental, social, and governance programs.................................................................................102 Interdependencies across people, process, and technology ............................................................119
Lean..........................................................................................................................................................................103 Accountability.......................................................................................................................................................120
4 5
CXPA CX Book of Knowledge - 1st Edition CXPA CX Book of Knowledge - 1st Edition
References and Additional Resources...........................................................................................128 An alternative approach to Benchmarking: “Look in the mirror”.....................................................174
Measuring CLV or CLTV....................................................................................................................................174
Measuring emotions and sentiment.....................................................................................................175
Part III: Metrics, Measurement & ROI 133
Why measure sentiment?................................................................................................................................175
Why Metrics, Measurement, & ROI?.............................................................................................136 Sources of sentiment.........................................................................................................................................175
General Definitions....................................................................................................................................136 Why is it more difficult to measure sentiment than other factors?................................................176
Qualitative vs. Quantitative.....................................................................................................................136 Is it worth it to measure sentiment?............................................................................................................176
Survey Metrics......................................................................................................................................................137 How text analytics work....................................................................................................................................176
Operational Metrics – Call Center................................................................................................................142 Measuring cost...........................................................................................................................................178
Operational Metrics – SaaS (Software as a Service) companies.......................................................144 Historical vs Projected ROI..............................................................................................................................179
Sales and Marketing Metrics..........................................................................................................................144 Skills and Competencies for Customer Experience (CX) Professionals ....................................182
Financial Metrics..................................................................................................................................................146 Experience Data ..................................................................................................................................................182
Leading and Lagging Indicators ..................................................................................................................149 Causation vs. Correlation ................................................................................................................................183
Stages of Organizational Maturity.........................................................................................................149 Factor Analysis ...................................................................................................................................................183
Five Stages of Maturity.....................................................................................................................................150 Driver Analysis .....................................................................................................................................................184
Accelerating Change ........................................................................................................................................152 Cluster Analysis ...................................................................................................................................................184
Choosing and Designing Customer Experience (CX) Metrics ........................................................154 Communication .........................................................................................................................................185
CX Metrics – Background and History........................................................................................................154 Applied Knowledge ..................................................................................................................................185
The Structure and Function of CX KPI Metrics.........................................................................................157 Strategic Context .......................................................................................................................................185
A Few Guidelines on Scaling...........................................................................................................................166
Glossary and Finance Language....................................................................................................186
When (and Where) Should I Measure?.......................................................................................................167
What are Finance and Accounting?..............................................................................................190
Reporting and Analyzing your CX Metrics................................................................................................167
The Finance Organization .......................................................................................................................190
Should compensation be tied to CX KPIs?................................................................................................168
The Role of Finance in a CX Program.................................................................................................... 191
CX Metrics: In Summary...................................................................................................................................169
Connecting Finance and CX..................................................................................................................... 191
Baselining current state with Baseline Measurements.....................................................................169
Understanding The Profitability Of Customers.................................................................................. 191
Why Baseline?.......................................................................................................................................................169
Revenue Churn Rate .........................................................................................................................................192
When to Baseline................................................................................................................................................170
Gross And Net Profit Margin Of Customers ............................................................................................192
How to Baseline...................................................................................................................................................170
ROI............................................................................................................................................................................193
What to Baseline.................................................................................................................................................170
IRR ............................................................................................................................................................................193
Benchmarking to monitor progress ..................................................................................................... 171
NPV...........................................................................................................................................................................194
What is Benchmarking?....................................................................................................................................171
Payback...................................................................................................................................................................194
When does Benchmarking happen?............................................................................................................171
6 7
CXPA CX Book of Knowledge - 1st Edition CXPA CX Book of Knowledge - 1st Edition
8 9
CXPA CX Book of Knowledge - 1st Edition CXPA CX Book of Knowledge - 1st Edition
10 11
CXPA CX Book of Knowledge - 1st Edition CXPA CX Book of Knowledge - 1st Edition
12 13
CXPA CX Book of Knowledge - 1st Edition CXPA CX Book of Knowledge - 1st Edition
The seeds of the CXPA CX Book of Knowledge were planted with job analysis studies conducted
by CXPA in 2013 and 2020. These studies, led by a professional psychometric firm and overseen
by a panel of international CX Experts, gathered detailed information about the tasks, skills, and
competencies performed on the job by customer experience professionals.
The resulting CXPA CX Framework is organized into five core competency areas, which are
reflected in the Certified Customer Experience Professional (CCXP) certification as well as the five
sections of this publication:
• Customer Insights and Understanding
• Customer Experience Strategy
• Metrics, Measurement, and ROI
• Design, Implementation, and Innovation
• Culture and Accountability
Five author teams, involving more than 40 professionals from across geographic regions and
industries, worked collaboratively to draft sections of the Book of Knowledge. Heather Gillbanks,
CCXP, who conceived of this project, served as executive editor, leading a peer review by the
full author team as well as a broader cross-section of the CXPA community. In total, more than
70 professionals had a role in the writing or review. As such, this publication represents a true
community consensus document.
The publication of this book marks the beginning of the next chapter in the further development
of the CX profession. It is our intent and hope that this book will be used by those with an interest
in customer experience, including CX professionals, academic students, faculty, researchers, and
the CXPA community to advance the practice and understanding of customer experience. It is only
by dedicated work on the core competency areas addressed in this book that we can truly advance
CX and achieve CXPA’s vision of “Exceptional outcomes inspired by empowered CX Professionals.”
As with any professional body of knowledge of such size and scope, this book may be utilized
differently by professionals across industries and geographies. Individuals who are new to the
field of CX — or are simply interested in learning more about the profession — may find it
instructive to read the book cover-to-cover. On the other hand, those with experience as a CX
14 15