Don’t Just Map the Customer Journey. Act on it.

Don't Just Map the Customer Journey

Mapping the customer journey is not a new concept. In fact, within the contact center world, it’s quickly become a critical part of delivering a solid omnichannel CX. After all, that journey has become increasingly complicated, spanning social media, phone, chat, self-service, email, and more. Knowing where that journey has taken your customer is critical – but what about acting on that journey? There is a lot of power in being able to jump in and help shape that journey to be more direct, with less “turbulence”. The scenic route is fine when we’re not in a hurry or under pressure. But the average person reaching out to a contact center has a specific destination and timeline in mind – be it resolution to a tech support issue or simply the answer to an elusive question.

Agent Tools, Insights and Actionable Customer Journeys

Once you have visibility into the customer journey across channels, you need capabilities that help you leverage that insight and turn it into meaningful actions that can be taken to improve customer engagement and outcomes. Your contact center platform should provide features including omnichannel interaction visibility and knowledge management along with the following action-oriented capabilities:

Informed, Optimized Customer Engagements

By empowering agents with consistent, accurate, and timely knowledge, you elevate their capabilities so they can deliver a great CX. Yes, it’s visibility into the customer journey, but it’s more than that. It’s having a complete history of that customer’s past interactions and preferences, regardless of how they contacted your organization. It is also critical to be able to collect, organize, collaborate, and manage knowledge throughout the organization and across channels in order to make the customer journey as effortless and efficient as possible. A fully integrated knowledge management platform needs to be part of the agent experience. Optimized customer engagement across all channels makes for happy, repeat, loyal customers.

Smart, Efficient Customer Resolutions

No matter how well-intentioned and organized agents are, there can be gaps in delivering on promises made to customers. Whether it’s remembering to call them back, or checking with another department about a question they had, agents typically rely on scratchpads and sticky notes to remind themselves of the many to-dos that come up throughout their day. Your contact center platform should provide features that empower agents to easily fulfill customer obligations accurately and efficiently, providing the customer with a smooth, complete, satisfying experience.

Proactive, Effortless Customer Experience

Being proactive in the service you provide is a big differentiator. Think how grateful you are, as a customer yourself, when you reach out to a business and they actually remember what you called about last time. Now imagine if that organization actually anticipated what you’d need help with next, and offered it to you – in essence, making a low effort interaction a NO effort interaction. Take it a step further – you’re on the phone with an agent about a billing issue, and that agent sees an email you sent an hour earlier about something unrelated, pulls it up, and addresses it with you while you’re on the call. Not only is the organization wowing that customer, it’s reducing call volumes and increasing agent productivity. Offering this level of proactive service is win-win for all involved.

Take an Active Role in the Customer Journey with the Right Tools

A newly released version of Upstream Works for Finesse (UWF) takes the customer journey to the next level with action-oriented features that allow agents to optimize customer touchpoints for the best possible outcomes. Key features include a full Knowledge Management solution with an omnichannel knowledge base that eliminates information silos and improves the agent and customer experience; a new capability called FollowUp which enables the creation, tracking, assignment, and management of activities related to tasks; and many other enhancements that build upon UWF’s signature omnichannel solution that is redefining how agents and customers communicate.

Experience how Upstream Works for Finesse V3.6 Omnichannel Agent Desktop is innovating the customer experience with a personal demo. Book yours at