Customer Experience Training Empowers Every Team (Even If They Don't Directly Deal With Customers)
Jeannie Walters, CCXP, CSP
Customer Experience Speaker, Trainer, Podcast Host, and CEO
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There is a common refrain (dare I say, excuse?) from teams who don’t see themselves as dealing with customers. They say: “But I’m in accounting/learning and development/logistics. So customer experience issues don’t really apply to me and my work.”
I beg to differ. And strongly!
First, what is this customer experience thing?
This may seem obvious, but we need to make sure we’re all talking about the same thing. Customer experience is often defined as the summary of interactions your customer has with your brand. While this is basically true, it’s also about what those interactions lead to. How does your customer feel about those individual experiences? And how do they feel about the entire end-to-end journey with your brand? This starts before they become a customer and often ends after they’ve left!?
Perception is reality, and if they feel wronged or unsatisfied, that’s the story they will tell.?
What does customer experience have to do with those teams who don’t deal with customers directly?
Well, what doesn’t it have to do with them??
Take Learning and Development, also known as L&D, for example. If the leadership of this group isn’t aware of what experience the brand is trying to deliver, how can training and professional development be aligned internally? It can’t. If learning is focused solely on internal ideas like process and systems, then employees see their role as task-based instead of experience-based.
Learning becomes much more meaningful if we understand how our roles inside an organization impact the customers we serve. That process we’re learning could be the difference between an easy, convenient experience for the customer and a painful, frustrating one.?
Other teams, like accounting and product, often feel like they aren’t really part of the customer’s experience since they don’t interact directly with customers. But this is simply not true. The product itself has a direct relationship with the customer, even if those who work on that team don’t. They need to consider the actual experience customers have and how their work affects it.
And accounting is often sending regular invoices or implementing processes that definitely impact customers. Sometimes, the only regular communication customers receive from a company is the monthly invoice! Does that line up with the experience we are looking to deliver? Often, it’s written in language that is punitive and judgmental. It can feel cold and impersonal to the customer. They have a direct impact on the experience! Improving this one touchpoint can make a positive difference in the customer’s journey.
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Why Should Any of Us Really Care about Customer Experience?
I cringe when I hear customer experience described as that “touchy-feely stuff” or training around it referred to as “soft skills.”
There is nothing woo-woo about the results customer-focused organizations achieve.
Forrester reported in 2021 that experience-driven businesses have a greater average year-on-year increase than other brands, 2.3 times more in fact. And customers are becoming less loyal. In the 2025 Consumer Trends Report from Qualtrics, they found that heightened expectations are fueling a decline in loyalty. This means brands who have relied on “that’s the brand we always buy” will have to compete on experience in new ways to earn the customers of tomorrow.?
Customer experience means business.
The best organizations break down the silos and create universal understandings on behalf of the customer. This means different departments and teams will be more likely to collaborate and solve problems on behalf of the customer.?
An intentional, proactive customer experience has unmatched power for attracting new customers and earning their loyalty. In Forrester's 2024 US Customer Experience Index, they found that customer-centric organizations reported 41% faster revenue growth, 49% faster profit growth, and 51% better customer retention. Customer experience is a strategy that requires a cultural commitment and ongoing business discipline. It deserves that attention and cross-functional commitment because that’s what delivers real results.
Who Should Be Involved in Customer Experience?
Your entire organization is made up of people who serve your customers. Even if they don’t talk to customers on a daily basis, they need to feel connected to the overall experience. Customers need great products, communication and support throughout their journey. To provide this type of exceptional experience, your internal teams must understand the importance of customer experience and their role in it. The results are there if you want them. But you can’t ignore certain teams or departments simply because they don’t see themselves as “customer facing.”
Leaders today need to clearly define the vision of the experience your brand is committed to delivering, and then get your teams – all of them – on board with that vision. Do you know what’s holding you back?
Find more resources like this in the Experience Investigators Learning Center on ExperienceInvestigators.com.
?? Customer Insights & CX Strategist | Qualitative Researcher | Data-Driven Brand & Consumer Insights | 5+ Years of Turning Data into Customer-Centric Decisions
2 周Agree with it 100% Jeannie Walters, CCXP, CSP, from an efficiency standpoint & considering CX as a best practice - nothing woo woo. From the customer's POV, you want consistency. You don't want to go into any office or business and have a fantastic experience with, let's say, their front desk staff, only to find everyone else rude. If anything, it helps deliver a consistent experience - not just a one-off. From an internal team perspective, you also want consistency, but you can't do that if you don't truly know what the North Star is, otherwise, the bar will just keep getting re-set with each scenario. Different organizations have different the decision-making priority ranking system (which, in turn, influence staff's decisions and how we will interact with clients or handle projects). Ex: One company might pride itself on VIP treatment, not responsiveness. They respond once a solution is brokered. Their priority might be long, detailed email delivered in 48 hours - not a rushed response. Another organization might decide on immediate responsiveness to mitigate volume. Their priority would be to confirm email receipt, triage their support ticket or provide self-serve options to manage backlogs.
Customer/Client Experience Executive| Business Manager - Retail, Healthcare, Construction|
2 周Agree 100%. Every department plays a role in customer service regardless if they deal directly with them or not.
Customer Advocate | Sr. Technical Trainer | Enhancing Customer Experience & Technology Adoption | Agile Methodologies | CSM (2021) | Knowledge Management | Clearance-Secret-2018 | Available now | Wellness Enthusiast
2 周Jeannie Walters, CCXP, CSP Your visual illustrates the point well! I shared in my Feed as this is timely these days for Customer Success/Experience. * It's providing a Win-Win Service, not just profit * Collaboration enables better Work/Life balance too.
Jeannie Walters, CCXP, CSP Customer experience is a team effort, when every department understands its role in delivering value, businesses don’t just grow, they thrive. A powerful reminder of why CX belongs to everyone
Chief Customer Officer | Change Agent | Believer in the connection between CX, EX & Innovation
3 周I literally just cited this Forrester statistic in something I'm working on today! It continues to baffle me the amount of convincing that has to happen around customer centricity as a growth driver, even when it's clear that your research and insights are driving decision making for your stakeholders. It just speaks to how important it is to be monitoring and tracking those business outcomes and storytelling the heck out of them.