What is a customer experience (CX) platform?

A customer experience (CX) platform is a powerful tool for organizations and their customers alike.

A CX platform offers streamlined workflows, faster response times, and enhanced productivity for agents and organizations. For customers, it translates to quicker resolutions, more personalized interactions, and higher overall satisfaction.

Consider these compelling CX statistics:

• 97% of customers and 98% of contact center managers say customer service interactions impact customer loyalty.

• 60% of consumers have switched brands due to a negative contact center experience.

• 64% of leaders say customer service has a positive impact on their company’s growth.

• 88% of buyers say experience matters as much as a company’s products or services.

These benefits span different industries. With the right platform, credit unions can achieve a 64% self-service rate, while retail companies can boost customer satisfaction by 25% and reduce handling and resolution times by more than 50%.

So, whether an organization is looking to enhance the customer experience in finance or raise customer satisfaction in retail, the right CX platform can be the key to unlocking new levels of success.

Defining a customer experience platform and its benefits.

A customer experience platform is a comprehensive solution that enables organizations to manage and optimize customer interactions across all touchpoints, whether it’s via phone, email, chat, social media, or other channels.

The platform integrates various tools and technologies, including AI-driven analytics, omnichannel communication, and automation, to provide a seamless, personalized experience.

A customer experience platform can streamline workflows, reduce response times, enhance overall productivity, and lower costs for agents and organizations.

Customers can engage with the company on their preferred channels, experience quicker resolutions to their inquiries, and enjoy a more personalized and satisfying interaction. This can lead to higher customer satisfaction, loyalty, and brand advocacy rates.

It’s worth noting that a customer experience platform might look slightly different from industry to industry. For example, in healthcare, it’s all about exceeding patient expectations and streamlining the patient experience so they can deliver the highest-quality care. Meanwhile, in retail, a customer experience platform can help the company build brand loyalty by providing a top-tier customer experience.

Core components of a customer experience platform.

Customer experience platforms should support:

Omnichannel communication.

These days, customers aren’t satisfied with communicating only by phone, so having a platform that only handles phone calls won’t suffice. Instead, businesses need customer experience platforms that support a seamless omnichannel customer journey.

Omnichannel communication empowers businesses to meet customers where they are, on their preferred channels, at their preferred times. This flexibility is crucial, as customers expect instant and convenient access to companies they do business with.

An effective customer experience platform enables an omnichannel approach to customer service and communication. Whether customers prefer to communicate via phone call, text, social media, email, or live chat, the platform should provide a consistent and connected experience across all channels.

With this unified approach, businesses can seamlessly pick up conversations whenever a customer switches from one method of communication to another. Customers won’t have to repeat themselves time and time again. Instead, customer service agents will have a complete real-time view of each customer’s journey, preferences, and history, regardless of the communication channel.

Self-service features.

Customers need assistance at all times of the day—and they want it quickly. At the same time, customer service agents are often overwhelmed by the sheer volume of calls, texts, messages, and other incoming customer communications.

Self-service features empower customers to find answers and resolve issues independently without waiting for a customer service representative. Customers can find the round-the-clock support they need, even during a major holiday or in the middle of the night.

Typical self-service features include knowledge bases, FAQs, chatbots, and automated workflows that guide customers through troubleshooting steps or common inquiries. These tools should be intuitive and user-friendly, with clear instructions and easy navigation. Organizations must continuously update them to reflect the latest information and solutions, ensuring customers receive accurate and relevant assistance.

By implementing robust self-service options, businesses can significantly reduce the load on customer service agents. When agents handle fewer repetitive inquiries and focus on more complex, high-value tasks, companies can reduce the need for a large customer support staff, minimize the hours needed for handling basic inquiries, and ultimately save money.

Customer journey mapping.

Customer journey mapping helps companies capture and analyze customer interactions, starting from the first point of contact through the end of the interaction and including any additional engagement after that point.

With the help of customer journey mapping features, organizations can better understand their customers’ experiences. They can measure and monitor customer satisfaction, discover common pain points, inefficiencies and bottlenecks, and make improvements based on the data.

With customer journey mapping, an organization can optimize every touchpoint for maximum satisfaction, reducing wait times, minimizing dropped interactions, and enabling an overall smoother customer experience.

Customer experience analytics.

Customer experience analytics give contact center teams actionable insights based on customer interactions. Organizations gain a comprehensive view of how customers interact with their brand and can make data-driven decisions that enhance overall CX.

Companies can track key performance indicators, such as customer satisfaction scores, first contact resolution rates, average handle times, and more, giving teams a clear idea of what’s working well and where they need to improve.

Organizations can also identify trends and potential issues before they escalate. For example, suppose analytics reveal a massive drop in customer satisfaction or an uptick in contacts after a product or service update. In that case, the organization can quickly investigate and address the root cause.

CX analytics enable more personalized interactions by providing insights into individual customer preferences, past behaviors, and potential needs. Contact center agents can then tailor their approach for each customer, delivering more relevant and engaging experiences that build stronger relationships.

How to choose the right customer experience platform.

With numerous options available, it’s essential to consider factors like AI capabilities, scalability, integration, ease of use, and security. By evaluating these key elements, you can select a platform that enhances customer satisfaction and drives long-term success for your organization.

AI-powered customer benefits.

AI tools can help companies orchestrate effective customer journeys that meet customers where they are.

AI tools can collect and present relevant customer information from across channels in a way that makes that information instantly actionable. With the customer’s history, preferences, and prior interactions in one place, agents can deliver a more tailored and empathetic response, improving the overall customer experience.

Generative AI can significantly enhance customer interactions, providing prompts and workflows that help agents quickly and seamlessly provide personalized, efficient, and proactive service.

Evaluate platform scalability and flexibility.

Businesses are constantly growing and evolving—and their customer experience platform needs to do the same, scaling alongside their business and adapting to their evolving needs.

Cloud-based platforms are known for their flexibility and scalability compared to traditional, on-premises solutions. With a cloud-based platform, businesses can easily expand their customer experience capabilities as they grow without investing in costly infrastructure upgrades.

Instead, they can leverage the cloud provider’s resources to increase capacity, add new features, or accommodate higher customer interactions as needed. This approach reduces the burden on IT teams and ensures that the customer experience remains seamless and uninterrupted, even during rapid growth or unexpected spikes in demand.

Cloud-based platforms typically offer more frequent updates and enhancements, allowing businesses to stay at the forefront of technological advancements without the hassle of manual upgrades.

Integration with existing systems.

Organizations should prioritize how well a customer experience platform integrates with their existing systems. Seamless integration with tools like CRM systems eliminates data silos, providing a unified view of the customer journey.

A well-integrated platform streamlines operations, reduces duplicated efforts, and ensures consistent information. This efficiency minimizes errors, saves time, and enhances the customer experience with accurate information and timely service. Additionally, strong integration supports comprehensive reporting, accurate performance tracking, and data-driven decision-making, ultimately boosting customer satisfaction and loyalty.

Ease of use for the agent.

Customer experience platforms should have an intuitive interface to reduce the learning curve and speed up implementation. A user-friendly interface will also increase employee adoption rates, ensuring they use the platform to its full potential.

The platform should offer features that streamline the agent’s workflow, such as AI-driven automation and real-time assistance tools. It should handle data entry, call routing, and information retrieval reducing the cognitive load on agents and allowing them to focus on complex customer issues that require a human touch.

AI tools can also provide real-time suggestions during customer interactions based on the customer’s tone, issue, or previous history with the company, helping agents respond quickly and accurately to inquiries.

Security and compliance considerations.

Security and compliance are non-negotiable when selecting a customer experience platform, especially in industries where customers are particularly concerned about data protection, such as finance, government, or healthcare. A CX platform should allow an organization to handle sensitive customer information with extreme care.

Security and compliance features worth thinking about include:

• Data encryption: Encryption protects data in transit and at rest from unauthorized access or breaches. Modern encryption standards can provide robust protection.
• Verification options: Verified caller ID and verified SMS are vital to meeting some government regulation mandates, so it’s important to find a customer experience platform capable of both. Some platforms even offer voice biometric-based verification for additional protection from fraud.
• Adherence to industry-specific standards: Businesses must also consider their specific field and any industry-specific regulations to avoid legal or financial penalties and maintain a stellar reputation.
• The company’s security: In addition to considering the platform’s security features, it’s important to consider the customer experience platform provider’s security. This means examining whether they have a dedicated security team that regularly audits their system and monitors potential threats, examining their security certifications, and more.

Transform your customer experience with Talkdesk.

The right customer experience platform can be a game changer for organizations. It can allow for seamless customer interactions across all channels and result in faster, more efficient, and more personalized experiences, which can leave customers with a more positive impression of the company.

The Talkdesk AI-driven customer experience platform has helped countless organizations, including Carbon Health and the British Columbia Lottery Corporation (BCLC), improve their customer experience.

Carbon Health deployed Talkdesk and saw their clinical answer rate jump from 50% to 70%, with some clinics reaching 100% for the first time. At the same time, they saw a decrease in average wait time and an increase in call distribution.

Meanwhile, the BCLC replaced its existing telephony platform with Talkdesk CX Cloud™ combined with Talkdesk Salesforce integration, removing the need to record calls and simplifying the identity validation process. The average hold time decreased to 24.7 seconds, the average handle time decreased to 210.7 seconds, and the abandonment rate fell to 12%.

Ready to experience the benefits of a customer experience platform for yourself? Explore the Talkdesk AI contact center platform today!