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How can you choose the best journey mapping tool for your business?

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Journey mapping is a powerful technique to understand and improve your customer experience. It involves creating a visual representation of the steps, emotions, and touchpoints that your customers go through when interacting with your business. But how can you choose the best journey mapping tool for your business? Here are some tips to help you make an informed decision.

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1 Consider your goals and needs

The first thing to do is to define your goals and needs for journey mapping. What are you trying to achieve? Who are your target customers? How complex are your journeys? How often do you need to update them? How do you want to share and collaborate on them? These questions will help you narrow down your options and focus on the features that matter most to you.

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Frances Alfaro

Growth & Retention Specialist @ Origin 63 | HubSpot Elite Partner, Customer Relationship Management + Change Management Experts
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The right journey mapping tool for your business is crucial for gaining insights into customer experiences and improving overall satisfaction. You can select a journey mapping tool that aligns with your business needs and facilitates a comprehensive understanding of your customers' experiences.

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Steven Guthrie

Cybersecurity Analyst | Father | Golfer | Scuba Diver
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Clearly defining problems to be solved, data needs, key metrics and features upfront helps identify the right CRM fit for your goals more easily during the vendor selection and evaluation process.

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OLUWADUROTIMI M.
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I would suggest that; Journey mapping is about designation of goals and needs specific to unique clients to lessen the complexity. The more tasks are achieved, new task is put forward and collaborated on slowly eliminating complexity.

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2 Compare different types of tools

Journey mapping tools come in various forms, depending on your budget, preferences, and level of expertise. Online platforms such as Custellence, UXPressia, and Smaply are web-based tools that allow for the creation, editing, and sharing of journey maps online. Software applications like Adobe XD, Miro, and Sketch are desktop or mobile apps that can be installed on your device and used offline with more advanced features and functionalities. PowerPoint or Excel are common tools that may be already accessible and familiar to you; however, they may not offer the same level of customization, interactivity, and collaboration as other tools.

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Steven Guthrie

Cybersecurity Analyst | Father | Golfer | Scuba Diver
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Keeping comparisons simple, focused on core needs and getting hands-on with demos makes it easier to shortlist and select the right CRM type for your business goals.

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OLUWADUROTIMI M.
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The more complex each task; the tools that may be required should be able to match each complexity. The less complex task requires much more simple tools, vis-a-vis.

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3 Evaluate the features and benefits

Once you have a shortlist of potential tools, you need to evaluate their features and benefits. It's important to consider the ease of use, functionality, visual appeal, collaboration, and cost when making your decision. For ease of use, ask yourself how user-friendly and intuitive the tool is, how easy it is to learn and navigate, and what kind of training and support it provides. Functionality should be evaluated based on the core and additional features of the tool, its ability to meet your goals and needs, and its flexibility and adaptability to your specific scenarios and requirements. Visual appeal should be considered in terms of the journey maps produced by the tool - how attractive they are, how well they communicate customer insights and stories, and how much customization and personalization they allow. As for collaboration, ask yourself how well the tool facilitates collaboration and feedback among your team and stakeholders, how easy it is to share and export journey maps, and how secure and reliable it is. Lastly, consider the cost - what are the pricing plans available and what payment methods are accepted? Ultimately, you want to get value for money with this tool.

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OLUWADUROTIMI M.
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Evaluating features and benefits with the appropriate tool that fit into clients requirements and these tool must be client specific and able to be understood by the client. Even so, the parameters should be communicated to client and see if it suite them. Cost cutting, is key as most client may not need very expensive tool to solve their unique problems. It's advisable client have the option to say what tool best suits them.

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4 Test and review the tools

The final step is to test and review the tools that you have selected. You can do this by signing up for free trials or demos, watching tutorials or videos, reading reviews or testimonials, or asking for recommendations from other users. You can also create some sample journey maps with each tool and compare them based on your criteria and preferences. This will help you get a hands-on experience and a realistic impression of the tools before you make your final choice.

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5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Cameron Collins

RevOps Strategist??Sprocketeer Community Manager??Host of the SprocketPod Show??Your CRM Data Has A Story To Tell??
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Find a software that you feel comfortable using. The most important factor is that you are able to be effective in both mapping information and communicating what you have married mapped.

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Lindy Hoelscher

CRM & Email Marketing Strategist | Unlock Your Ecommerce Revenue | Email me at [email protected]
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There is really no tool needed to map your customer journey. Some pen and paper / markets and whoteboard will do. Once you have a framwork, perhaps you can translate it to a Google Slide or Figma for easy sharing and editing.

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How can you choose the best journey mapping tool for your business?

1

2

3

4

5

1 Consider your goals and needs

2 Compare different types of tools

3 Evaluate the features and benefits

4 Test and review the tools

5 Here’s what else to consider

Customer Relationship Management (CRM)

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How can you choose the best journey mapping tool for your business?

1

2

3

4

5

1 Consider your goals and needs

2 Compare different types of tools

3 Evaluate the features and benefits

4 Test and review the tools

5 Here’s what else to consider

Customer Relationship Management (CRM)

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