In this digitalized world where more than half of the global population is found online, companies are being forced to change their business models and hop online as well to keep up with the customer expectations driving this transformation.

The customer journey dictates your strategy. Today, customers expect to find content about what they are looking for to be available at any time, anywhere, and on any device. Digitizing the customer journey helps B2B companies keep up with the “always-connected” consumer, meeting them where they are to exceed expectations.

Digitization plays a key role in business value. Research shows that 76.6% of businesses say their relationship with technology and digital transformation is generally average or above average. That’s good news for companies using new technologies to redesign customer experiences and create a competitive advantage. 


What is the Customer Journey?
A customer journey is the process of a customer’s purchase decisions. This process is a series of interactions customers have with a brand, product, or business as they become aware of a pain point and make a purchase decision. 


There are 5 main touchpoints within the customer journey:

  1. Awareness. Customers first become aware of a problem or pain point that needs to be solved.
  2. Consideration. Customers have researched enough to know they need a product or service and begin brand comparisons.
  3. Decision. Customers choose a solution or brand they are ready to purchase.
  4. Retention. Customers stay with the solution or brand they purchased instead of changing providers.
  5. Advocacy. Not only do customers choose to stay with your brand, they actively promote it to their friends, family, and colleagues. 


Analyzing your customer journey map is vital in understanding every aspect of the customer’s experience with your company. It provides performance marketers insights into customer needs – and possible weaknesses- at every stage of the journey. 


In this post, we’ll discuss 5 hacks to digitize your customer journey:

  1. Invest in a user-friendly website
  2. Deliver omnichannel communications
  3. Personalize marketing and engagement
  4. Align your CRM with marketing and sales toolkits 
  5. Use reporting analytics and customer feedback to improve experiences


1. Invest in a User-Friendly Website

Your website is the storefront for your business and often the first point of contact for digital shoppers. What is experienced through your website has a lasting impact on your brand image. Because of this, it’s critical that you create a positive experience for potential customers. 

It should be visually appealing, easy to navigate, and optimized for desktop and mobile. Ensure visitors have a smooth experience with quick load times and relevant information about your products and services. Producing educational and informative content helps visitors fully understand the importance of a solution and why your product or service is desirable. 

Ensure your interface is user-friendly with clear calls-to-action that help guide visitors through the customer journey. For today’s modern shoppers that prefer texting, implement features such as live chat or chatbots to provide 24/7 instant support or assistance. 


2. Deliver Omnichannel Communications

Today, consumers interact with businesses through various channels and expect companies to be present. From website and social media to email, phone, and chat, customers expect businesses to be accessible throughout all channels. Although being available for your customers on every channel sounds nice, multiple channels can create a disjointed customer experience if not managed properly. 

To digitize your customer journey, it’s crucial to deliver consistent and seamless experiences across all channels. This allows customers’ interactions to switch between channels seamlessly without losing context or repeating requests. For example, a customer should be able to start a conversation on your website’s live chat and seamlessly continue it via a mobile app.

When creating an omnichannel communication strategy, begin with researching your audience’s preferred platforms. Discover their preferences and where your content will be viewed and received best through experimentation across these various channels. Once your audiences’ preferences are established, you can prioritize the preferred channels and shape your content for those channels– ensure your voice is consistent across all platforms. This approach fosters engagement and builds stronger relations with customers and prospects. 


3. Personalize Marketing and Engagement

Personalization is a powerful tool for digitizing the customer journey. With social media and search engine advertising becoming increasingly tailored to individual preferences, customers yearn for a private, more personable experience that makes them feel like they’re building a relationship with a brand. Marketers can leverage data and insights to tailor marketing messages and engagement strategies to individual prospects and customers. 

Marketing automation platforms enable you to send personalized emails to nurture lead opportunities, recommend relevant products or services based on history and provide targeted offers based on behaviors. Using data analytics and segmentation to understand customer preferences and behaviors allow you to deliver personalized experiences at every touchpoint and continuously deepen the relationship that person has with your brand.


4. Align Your CRM With Marketing and Sales Toolkits

We all know customers are the lifeblood that keeps businesses thriving. Just as your Customer Relationship Management (CRM) is the compass that guides your business through the intricate tapestry of customer experiences, ensuring each interaction is delightful and memorable. So, to provide a seamless customer journey, aligning your CRM with marketing and sales toolkits is essential. This enables the sharing of customer data and insights throughout the entire customer lifecycle. Collaborating throughout the entire business – not just departments – fosters production. So when the same data and purposes are shared, companies can more efficiently solve problems and improve processes.

Connecting your CRM with marketing automation platforms, email marketing tools, and sales management systems gives you the ability to streamline processes, automate workflows and deliver personalized experiences based on real-time data. It is essential to establish a solid basis for your business. A secure and shared data location lets sales and marketing members access consistent data, aligning campaign progress and engagement activities. And helps your marketing team measure a campaign’s success or failure and respond appropriately.


5. Use Reporting Analytics and Customer Feedback to Improve Customer Experiences

Data is invaluable for optimizing the customer journey. It is essential for making informed decisions about your digital marketing strategy. Implement robust reporting and analytics tools to monitor key metrics such as website traffic, conversion rates, customer satisfaction scores, and engagement levels, so you can easily analyze this data to identify pain points and areas of improvement. Using reporting analytics and customer feedback allows you to make data-driven decisions to enhance the digital customer journey! Studying your data insights and implementing improvements can lead to more effective marketing strategies, higher ROI, and more satisfied customers– ultimately improving your customer experience and creating loyalty. 

Use A/B testing and user feedback to refine your strategies and iterate your digital initiatives. Accumulating and resolving customer feedback is an essential part of improving customer experience. Take into consideration negative and positive feedback such as reviews, customer surveys, and other listening tools available. Doing so can help you identify areas of improvement, make corrections, and strengthen your overall user experience. 

Read more on How Customer Insights Affect Marketing Success here.

Digitizing the customer journey has become increasingly vital as the world of consumption takes place online. It is a critical step in staying relevant and competitive in today’s digital landscape. By investing in a user-friendly website, delivering omnichannel communications, personalizing marketing and engagement, aligning your CRM  with sales and marketing toolkits, and using reporting analytics for continuous improvement, you can seamlessly improve your overall digital footprint, engaging in a seamless digital customer journey. Enticing your customers through a pleasant brand impression leads to the ultimate desire: purchase decisions and brand loyalty. 

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