The 4 stages of customer experience maturity and how to assess them

Discover the four stages of CX maturity assessment for an improved customer service experience.

More than 60% of customers are extremely willing or very willing to switch brands to have a better customer service experience. Customer experience (CX) is critical to retaining and driving business and the mandate to improve it is constant.

If your CX isn’t building brand love and loyalty, it’s time to transform your CX strategy to align with your company’s business goals and impact the bottom line. To develop a transformation strategy, look beyond traditional contact center key performance indicators (KPIs) and instead use a holistic view of your CX to evaluate, prioritize, and enhance areas in need of improvement.

What is a customer experience maturity model?

A customer experience maturity model helps brands understand their current maturity level, set a vision for their ideal future state, and create a roadmap to get there. Typically, organizations evaluate themselves across core areas of the contact center, and plot their results and desired state across defined stages of CX maturity.

Customer experience maturity assessments can be done virtually or in-person as long as an experienced CX leader and knowledgeable stakeholders are leading the conversation. It’s also common for contact centers to partner with a CX vendor or thought leader who can support and guide them in their transformation journey.

It’s important to continuously reevaluate your state of CX maturity because there’s always room to improve as consumer expectations rise. Undergoing a CX maturity assessment helps organizations better understand where they are today and set a strategic plan for where they want to go.

The stages of CX maturity.

You can map your CX maturity into one of four stages:

1. Beginning: Contact centers in Stage 1 are establishing customer support within their organization and are most interested in efficiency to assist their clients while maintaining low costs.

2. Developing: The Stage 2 contact center is typically aligned to touchstones like the Customer Satisfaction Score (CSAT), so the organization can more easily track their progress and has a measurable benchmark against others in their market.

3. Maturing: Organizations who see the contact center as an opportunity to generate profits, while still controlling costs and being efficient, fall into Stage 3.

4. Optimizing: Stage 4 contact centers have a strong cross-functional strategy bringing in CX leaders and stakeholders from the entire organization who will use the contact center to drive organizational goals for CX innovation.

These maturity stages give a clear indication of your current CX maturity status and areas for targeted improvement, from which you can generate a roadmap to get there.

The core areas of CX maturity.

To know where to map across the four stages of CX maturity, you can evaluate your CX based on twelve core areas:

• CX philosophy: How a company identifies and adheres to a customer-first support model—often guided by a brand’s values—that informs contact center behavior, processes and resources.
• Routing and queueing: How a company matches and prioritizes customer context and intent with the skills of an agent and the resources available, across all channels.
• Workforce engagement management: How an organization assigns the right employees with the right skills, to the right job, at the right time, to meet demand.
• Personalization: How an organization tailors a customer’s experience based on the customer’s profile and objective.
• Account and interaction management: How an organization integrates enterprise systems to collect, maintain and distribute customer information.
• Knowledge management: How information is curated, maintained, and distributed across systems, taking into account searchability for agents and customers to find accurate information.
• Quality assurance: How an organization ensures their CX meets their goals and aligns with guiding principles by evaluating agent-customer interactions, identifying areas of improvement, and providing feedback or training for remediation.
• Feedback: How an organization delivers customer surveys, collects responses, and analyzes and implements changes based on results.
• Reporting and analytics: How an organization analyzes real-time and historical data to drive decisions and generate better business outcomes.
• Security: The level of maturity needed to mitigate risk against data leakage, fraud, identity theft, and privacy-related breaches and protect customer data.
• Self-service: How well a company enables customers to get the right answers and solve problems and every touchpoint themselves, while intelligently escalating complex issues to live agents.
• Employee collaboration: The capability to integrate all communications solutions, making it easy to orchestrate talents and expertise across the company.