Customer Journey
Even Mailchimp confirmed its evolution from an email marketing service to a general marketing platform for small businesses with the launch of Customer Journey.
The Customer journey builder helps you create unique, automated marketing workflows for your contacts. Use customer journeys to add tags, send targeted emails, and accomplish other essential tasks.
The customizable templates offer suggestions for complex journeys with multiple personalization steps. Users can build journeys by branching at if/then points and re-ordering steps.
Zoho CRM also introduced features for building the customer journey last year.
Below, I will present some features available for every Zoho CRM user.
What is the customer journey?
A customer-journey map visualizes a persona’s process to accomplish a goal.
Customer Journey maps help to understand how a customer works toward a goal over time. It is vital in any eCommerce space – online shops and selling online via your website. Overall, the Customer journey presents all the steps of various contact channels. These direct a persona to the final goal, which can be a purchase or subscription to a newsletter or simply a qualified prospect for starting a quoting system.
Potential customers go into an interaction with an organization with certain expectations. You see pain points in a customer journey when the interaction does not meet their expectations.
To identify these instances, first reflect on who the persona is. It is an essential marketing element you need to know or clarify.
Ask yourself what is essential to this persona, where she/he came from before this journey, what she has seen, and what she knows already.
Putting yourself in the user’s mind space will allow you to understand which interactions conflict with the user’s prior ideas and expectations.
Of course, you should look for places where users verbalized their concerns, but also use your logic to assess interactions with no explicit complaints or negative comments.
Zoho CRM has a few great tools to build the customer journey steps and actions.
- Journey Builder in the Command Center – There are ready templates for emails and phone calls that you can use.
- Pathfinder is another excellent tool to discover how your customers use different touch points – websites, apps, emails, ads, offline shops, and offers.
You need to define stages and touchpoints to track and record paths various customers take based on live interactions via your CRM, native integrations, and third-party sources.
Path maps enable you to dynamically identify your customers’ paths and use advanced filters to sort them by demographics. Understand these journeys, determine the most productive paths, and orchestrate more relevant ones for your customers.
Leverage flow diagrams to identify customer roadblocks
You can utilize the journey report in PathFinder to preview the entire customer journey and the paths customers take. Similar to the Sankey report, you can gauge the movement of users between states. By analyzing the overall number of users entering and exiting each state, you can infer where customers face roadblocks or drop off from their journeys with your brand.
Analyze how customers move from one step to another in your customer journeys
PathFinder enables you to define a list of states or milestones in a customer’s journey. Customers are in control of their own journey, and can visit these states in any order they prefer. Zoho CRM provides you with a useful Sankey report to assess the flow of users from one state to another visually. This is an intuitive way to understand patterns of movement between the states you’ve defined, as well as the number of users moving from one state to the next.
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