What is Customer Experience (CX)?

Customer experience is how a customer feels about a brand over time. It is the result of multiple interactions they have with your business across different teams and touchpoints. Providing a unified experience to customers across all their engagements with your brand is a powerful way to improve customer experience, set your business apart from the competition, and encourage repeat purchases.

Foster healthy customer relationships by providing a unified customer experience across all touchpoints of the customer journey

Customer Experience

Gartner defines customer experience as "the customer’s perceptions and related feelings caused by the one-off and cumulative effect of interactions with a supplier’s employees, systems, channels or products."

As the number of channels customers interact with you through keeps increasing, listening to customer requirements, maintaining a unified tone, and providing highly personalized communication can shape their experience and contribute to improved customer satisfaction and loyalty.

Customer Experience


Customer Engagement

"Customer experience is how a customer feels about a company over time. It’s an evolving/changing/shifting kind of feeling – but it’s a feeling. Whereas when it comes to customer engagement my definition is: the ongoing interaction between company and customer offered by the company, chosen by the customer."

Paul Greenberg,Author of CRM at the Speed of Light and The Commonwealth of Self-Interest: Business Success Through Customer Engagement

Importance of Customer Experience

Customers want the best value for their money. They expect brands to engage with them meaningfully in every interaction and enhance their experience during their journey.

A positive experience enhances the bond between you and your customer, improving their trust, retaining their custom, and turning them into brand advocates.


of consumers are at least somewhat likely to buy based on experience alone


of companies view customer experience as a competitive differentiator


of organizations expect to compete mainly based on CX

Benefits of a Meaningful Customer Experience

Enhances loyalty

Increases customer retention

Improves brand advocacy

Reduces customer churn

Creates better brand image

Generates word-of-mouth recommendations

Increases customer trust

Increases customer satisfaction

Why should businesses unify their customer-facing teams?

  • Provides your teams with a 360-degree customer view
  • Promotes easy user provisioning and management
  • Enables omnichannel communication
  • Helps you find the right contextual information
  • Fosters cross-functional thinking
Connect sales, marketing, and customer service teams
Unified admin panel to systematically manage your teams

Enable easy user provisioning and management

With all your teams using the same interface, creating and managing user accounts is easy. You have complete control over customer information and who can access it. This increased data visibility and information access enables teams to sell better.

Enable omnichannel communication

Omnichannel communication enables customer-facing teams to switch between different channels seamlessly on one screen. This paves the way for increased collaboration and increases the teams' overall productivity.

For example, you run a travel agency and you have decided to market a new travel package from your brand on social media. The marketing team posts about it on Twitter and gets a variety of customer responses and queries. If your customer teams are separated, it is difficult to transfer key information from one team to another. What if you could turn an interaction on social media into a rapid support ticket or transfer the conversation to your sales team, all from one centralized interface? With omnichannel communication, you can.

Provide the best customer experience across every channel
Bring up customer information with few clicks

Find the right contexual information

Context is key for customers to feel engaged while interacting with a brand. Information about a customer like basic customer details, recent interactions, marketing and support communication history, and notes of sales conversations, helps you create highly contextual interactions with your customer that will make them feel valued.

Bringing together all the information about your customers from different interactions on one screen gives you a holistic picture of every customer with just a few clicks. This gives your teams the right context to engage in personalized interactions with your customers.

Foster cross-functional thinking

A siloed organization has its customer teams working towards separate goals without considering the overall customer experience. Having your customer teams working together can encourage cross-functional thinking, with a strong focus on consistent customer experience.

If all your teams are working on the same platform, you can assign tasks, discuss ideas, share status updates, and stay connected, enhancing data transparency, improving cross-functional visibility, and simplifying the goal of a tailored experience for every customer.

Blend data from different departments to obtain meaningful insights

CX for Teams

  • ForMarketing Teams

  • ForSales Teams

  • ForService Teams

  • ForCX Leaders

  • For Marketing Teams

    Be it designing attractive ad copies, sending email campaigns, or managing social media, marketing teams are always thinking of new ways and channels to reach out to the customer. However, the role of marketing/marketers does not end just there. These tasks are connected with sales, support, and other customer teams down the journey and demand extensive collaboration between teams.

    Let's say an unhappy customer visits your website seeking assistance. The marketer should be able to bring up the details about the customer by running a quick search, bring in context to the interaction and effectively switch the conversation to the right support rep within minutes.

    Marketing Teams
  • For Sales Teams

    Every deal is unique and every prospect has different requirements. Sales teams spend the better part of their work time tracking, following up on, and closing deals and they often have little to no communication with other customer-facing teams. Without relevant sales context, it is difficult for marketing and support teams to address the customer's unique requirements.

    It's like ordering a pizza. If the sales rep as the server makes a note of the toppings the customer wants, but doesn't communicate this to the service team in the kitchen, then the result is that the pizza served will not be what the customer ordered.

    That's why a unified platform that maintains all customer records and connects context across different departments can be a game changer for your business.

    Sales Teams
  • For Service Teams

    Customer service is a continuous process occurring throughout the customer journey and is not restricted only to the support you provide after a sale. Understanding customer product usage, offering product related support, and evaluating feedback are critical for a successful service team.

    But it's hard for service teams to perform well without sales and marketing context. If your service team can instantly view all the interactions the customer has ever had with your brand while looking at a customer ticket or talking to a customer, you can stand out from the competition with the kind of experience you provide.

    Service Teams
  • For CX Leaders

    CX leaders set and implement the strategy for improving customer experience. Being a CX leader predominantly involves unifying and analyzing all the interactions a customer has had with different teams. With a huge number of interactions, important data may be overlooked by CX teams, affecting their strategy

    Since a pivotal part of creating effective strategies depends on metrics and customer data, a unified tool that enables them to combine data from different touchpoints can help CX leads make informed decisions through cross-functional data analytics.


What is customer experience software?

Customer experience software is a cloud solution that unifies your customer-facing teams, gathers all customer information and helps you analyze customer data and provide a consistent customer experience along every part of the customer journey, all from one truly integrated platform.

CX software
  • An ideal customer experience software solution enables businesses to successfully target their marketing campaigns, drive sales engagement by analyzing visitor website behavior, indicates the best time to contact a lead based on metrics, organizes tickets based on sales pipeline data, and provides a 360-degree customer view.
  • The software also breaks down organizational silos and allows seamless flow of data between different departments.
  • A good customer experience platform should empower businesses to engage in highly contextual and personalized interactions with customers across multiple channels, such as email, social media, live chat and support calls.

Zoho's comprehensive, unified CX solution

Zoho CRM Plus is a unified customer experience platform that brings together your sales, marketing, service, and operational teams in one truly unified interface. Introducing CRM Plus to your workforce enables you to unify all the touchpoints that your customers use to interact with your business and ensure that you have the right data available on your screen when you are sending out a marketing campaign, interacting with a prospect, or assisting your customer post-sales.

Try Zoho CRM Plus for free
Zoho CRM Plus, unified CX platform

A powerful mix of tools that can be used by different customer-facing teams

  • Sales automation

    Helps sales teams automate their mundane sales tasks like tracking contacts, sending follow-up emails, and more.

    Automate repeating and mundane sales tasks by creating workflows
  • Visitor tracking

    Geo-locates website visitors and enables sales teams to assist customers through live chat on the webpage.

    Organize visitors in four concentric rings based on the criteria you set
  • Customer service

    Helps support teams to monitor, convert, and manage customer support tickets.

    View and respond to customer tickets from a single, universal inbox
  • Projects collaboration

    Streamlines work management by enabling teams to plan their work, assign, and collaborate in real time.

    A unified interface that allows you to collaborate with your team members and shows the latest updates
  • Email marketing

    Empowers marketing teams to create and send targeted email campaigns to prospects and customers by creating content and defining triggers.

    Nurture and engage your leads and contacts using email workflows
  • Social media management

    Helps you interact and engage with customers across different social media platforms like Facebook, Twitter, Instagram, LinkedIn, and Youtube.

    Manage conversations across different platforms in one single thread
  • Survey

    Helps you design and send out surveys to obtain valuable customer feedback.

    Design, edit and view customer feedbacks all from one place
  • Analytics

    Allows you to blend data from different services to create reports and dashboards that will help you track your business's performance using key metrics.

    Discover hidden insights from your raw data by creating reports and dashboards
  • SalesInbox

    Helps sales teams to categorize emails according to different deal stages and win deals by analyzing the performance of sent emails.

    A unified view of all your sales emails
  • Automate repeating and mundane sales tasks by creating workflows
  • Organize visitors in four concentric rings based on the criteria you set
  • View and respond to customer tickets from a single, universal inbox
  • A unified interface that allows you to collaborate with your team members and shows the latest updates
  • Nurture and engage your leads and contacts using email workflows
  • Manage conversations across different platforms in one single thread
  • Design, edit and view customer feedbacks all from one place
  • Discover hidden insights from your raw data by creating reports and dashboards
  • A unified view of all your sales emails