{"id":25918,"date":"2021-06-18T03:34:05","date_gmt":"2021-06-18T03:34:05","guid":{"rendered":"https:\/\/inmoment.com\/?post_type=glossary-terms&p=25918"},"modified":"2023-12-21T09:12:03","modified_gmt":"2023-12-21T16:12:03","slug":"customer-effort-score","status":"publish","type":"glossary-terms","link":"https:\/\/inmoment.com\/xi-terms\/customer-effort-score\/","title":{"rendered":"Customer Effort Score (CES)"},"content":{"rendered":"\n
Customer Effort Score (CES) is an index used to measure how much effort customers have put into their experiences and interactions with your company. Customers respond to a CES survey designed on a 5- or 7-point scale (with a few other variations). The higher the CES, the better. Companies that provide effortless service get higher scores, while companies that make it difficult for customers to deal with their products and services get lower scores.<\/span><\/p>\n\n\n\n Consumers today are busy and prefer getting help on their own terms and without too much hassle. This is true especially when they\u2019re dealing with service issues or a broken product. Making it simpler for your customers reduces their effort and makes their lives easier. This enhances their view of your brand and overall customer experience.<\/span><\/p>\n\n\n\n This is why customer-centric organizations need to measure Customer Effort Score (CES). A Customer Effort Score is a single-item metric that businesses use to measure the effort a customer has to exert to resolve issues, have their requests fulfilled, find answers to their questions, or return a purchase.<\/span><\/p>\n\n\n\n CES is a leading indicator of customer experience and helps companies understand how much effort customers have put into their interactions with a brand. Questions designed to measure CES usually are phrased like this: \u201cDid the company make it easy for you to handle your issue?\u201d, or \u201cHow much effort did you have to make for your request to be handled?\u201d<\/span><\/p>\n\n\n\n The rating system of CES surveys usually consists of numbers ranging from 1 (strongly disagree) to 5 (strongly agree) or 1 to 7. Essentially, the CES survey provides a quantifiable measurement of the ease or difficulty of doing business with a company.<\/span><\/p>\n\n\n\n Implementing Customer Effort Score surveys can provide businesses with valuable insights, foster customer-centric strategies, and contribute to long-term customer satisfaction and loyalty. Measuring and understanding customer effort should also play a crucial role in shaping the <\/span>integrated CX<\/span><\/a> (integrated customer experience), influencing various aspects of how customers perceive and interact with your brand. <\/span><\/p>\n\n\n\n CES is closely linked to customer satisfaction. A lower effort score generally indicates higher satisfaction, as customers find it easy to navigate, interact, or resolve issues with a company. By measuring CES, businesses can gauge how well they are meeting customer expectations.<\/span><\/p>\n\n\n\n Effortless experiences contribute to increased customer loyalty. When customers find it easy to do business with your company, they are more likely to remain loyal and continue their relationship with the brand. Reducing customer effort can also positively impact your customer retention rates.<\/span><\/p>\n\n\n\n CES helps businesses identify specific pain points in the customer journey. By understanding where customers encounter difficulties or experience frustration, you can prioritize improvements in those areas, ultimately enhancing the overall customer experience.<\/span><\/p>\n\n\n\n Monitoring CES can lead to improvements in operational efficiency. By streamlining processes and reducing customer effort, companies can optimize their operations and provide a smoother experience, which may lead to cost savings and increased productivity. According to research, the cost to serve a customer decreases by 37% when going from a high to a low level of effort experience. <\/span><\/p>\n\n\n\n Analyzing CES data can provide valuable insights into customer preferences, behaviors, and expectations. This information can guide strategic decision-making, product development, customer experience improvement, and other business initiatives.<\/span><\/p>\n\n\n\n The return of reducing customer effort can be compelling and makes your brand stand out in a sea of unaccommodating, not-very-helpful competitors. Based on research by Gartner, customers with a high-effort service interaction become more disloyal compared to just 9% who have a low-effort experience; those with low-effort interactions are also more likely to repurchase. On the other hand, 96% of customers going through a high level of effort are likely to churn vs. only 9% of those who went through an effortless experience.<\/span><\/p>\n\n\n\n The Customer Effort Score is a customer experience metric that researchers at the Corporate Executive Board (CEB) consulting firm first introduced in 2010. They proposed that the traditional emphasis on exceeding customer expectations and providing delightful experiences might not be the most effective approach to customer loyalty. Instead, they asserted that reducing customer friction or effort is actually a better driver of loyalty than creating exceptional experiences at single customer touchpoints.<\/span><\/p>\n\n\n\n The core idea behind CES is that customer loyalty is more strongly influenced by how easy or difficult it is for customers to resolve their issues or achieve their goals with a company. The authors argued that companies should focus on reducing customer effort rather than solely trying to exceed expectations, as low-effort experiences were found to be more strongly correlated with customer loyalty.<\/span><\/p>\n\n\n\n The concept of CES was significantly boosted after the researchers published their findings in a 2010 Harvard Business Review article where they wrote, \u201cOur research shows that loyalty has a lot more to do with how well companies deliver on their basic, even plain-vanilla promises than on how dazzling the service experience might be.\u201d<\/span><\/p>\n\n\n\n There are several different types of Customer Effort Score surveys to choose from, including:<\/span><\/p>\n\n\n\n A numbered scale CES survey measures the level of effort a customer has to put in while interacting with a company. It does this by rating their interaction on a numbered scale, usually from 1 to 5 or 1 to 7. <\/span><\/p>\n\n\n\n The survey asks a simple question such as \u201cHow easy was it to solve your problem today?\u201d and respondents rank their answer on the scale closer to one side (labeled as \u201cvery difficult\u201d) or the other (labeled as \u201cvery easy\u201d), depending on which side of the scale more closely indicates the ease of their customer service interaction.<\/span><\/p>\n\n\n\n The Likert scale is a commonly used psychometric scale that asks respondents to indicate their level of agreement or disagreement with a statement. If used for a CES survey, the Likert scale may ask customers to rate their level of agreement with a statement such as \u201cIt was easy to solve my problem today\u201d on a scale ranging from \u201cStrongly Disagree\u201d to \u201cStrongly Agree.\u201d<\/span><\/p>\n\n\n\n An emotion ratings CES survey measures the level of positive or negative emotions customers experience while interacting with a brand. This type of survey asks questions like \u201cHow happy did you feel while interacting with our company?\u201d or \u201cHow frustrated did you feel while using our product?\u201d <\/span><\/p>\n\n\n\n Customers rate their answers on a scale ranging from \u201cNot at all\u201d to \u201cVery Much.\u201d Emotion ratings CES surveys may also use emoticons or emojis, where respondents can select emojis \u2014 ranging from sad or angry faces, through neutral faces, to happy faces \u2014 to indicate how they felt about the ease of their customer experience.<\/span><\/p>\n\n\n\n The most important part of your CES survey is the set of questions it contains. You\u2019ll want to keep your questions simple and clear to get the most effective data. Most of your questions will have answers based on scales and may sound something like: <\/span><\/p>\n\n\n\n How you\u2019ll choose the format and phrase your questions will depend on the type of survey you choose to use \u2014 for instance, a Likert scale CES survey will phrase questions as statements that the respondent will then choose to agree or disagree with, such as:<\/span><\/p>\n\n\n\n Meanwhile, an emotion scale survey may contain questions like:<\/span><\/p>\n\n\n\n You may also want to add a few good clear yes-or-no questions that can be rated on any scale, like:<\/span><\/p>\n\n\n\n No matter what types of questions you are asking, you should avoid using the word \u201ceffort.\u201d While the purpose of your CES survey is to measure customer effort, you\u2019ll want to steer away from phrasing it so explicitly, as that can lead customers into giving the answers that you want rather than answers that accurately reflect their experience.<\/span><\/p>\n\n\n\n Customer Effort Score is calculated by averaging all of the individual responses submitted through a CES survey question.<\/span><\/p>\n\n\n\n A company that provides effortless service gets a perfect 5 or 7 while a company that makes it difficult gets a 1. In other words, the higher the CES, the better.<\/span><\/p>\n\n\n\n Pearl-Plaza\u2019s default CES question template takes a similar approach and can be customized to fit your needs:<\/p>\n\n\n A good Customer Effort Score is one that reflects a low level of effort on the part of the customer. The scale typically ranges from \u201cvery low effort\u201d to \u201cvery high effort,\u201d and the goal is to have a score that indicates minimal effort for customers to complete a specific task or interaction.<\/p>\n\n\n\n Poor scores (high effort) mean your customers faced significant challenges or frustrations. This could lead to dissatisfaction, increased customer churn, or negative word-of-mouth.<\/p>\n\n\n\n What constitutes a \u201cgood\u201d CES can vary across industries and types of interactions. Additionally, comparing CES scores over time and against benchmarks within your industry can provide valuable insights. Regularly monitoring and analyzing CES data allows businesses to identify trends, make improvements, and enhance the overall customer experience.<\/p>\n\n\n\n The three main customer experience KPIs<\/a> include Net Promoter Score (NPS), Customer Satisfaction (CSAT), and Customer Effort Score (CES). CES can be used after any interaction a customer has with a company. It provides highly actionable information about your customers and is more accurate in predicting customer loyalty than CSAT. It is also often a great predictor of future purchase behavior and referrals.<\/p>\n\n\n\n Customer effort score is easy to deploy and track but does not always show the full picture of the customer\u2019s relationships with the company. This is where NPS comes into play; the metric measures the whole relationship between the customer and the company. Meanwhile, CSAT<\/a> is a similar short-term measure of a single interaction and allows for more versatility in the questions asked.<\/p>\n\n\n\n A CES survey can be given immediately after an interaction that led to a purchase or subscription, immediately after an interaction with customer service or any service-related experience, and to supplement UI (user interface) and UX (user experience) testing for product teams. <\/p>\n\n\n\n Send the survey shortly after a customer completes a transaction, such as making a purchase or finishing a service request. You can also trigger CES surveys based on specific events or milestones in the customer journey, such as the completion of a trial period or the end of a subscription period.<\/p>\n\n\n\n For certain touchpoints like customer support calls, online chat sessions, or help center tickets, sending the CES survey immediately after the interaction can capture the customer\u2019s immediate feelings about the effort required.<\/p>\n\n\n\n Product teams can integrate CES surveys directly into applications or websites for a seamless and timely feedback process. For example, you can trigger an in-app CES survey after a user completes a specific action or task.<\/p>\n\n\n\n No matter what type of CES survey you choose, you\u2019ll want to follow a few tips to ensure that the survey is effective at capturing your CES. You\u2019ll likely want to:<\/p>\n\n\n\n Allow customers to take your survey on their phone or another mobile device. This increased convenience will allow more people to take your survey wherever they may happen to be.<\/p>\n\n\n\n \u200b\u200bUse or create an automated system that will record your customer\u2019s answers and compile data from all respondents into a convenient report for you.<\/p>\n\n\n\n Avoid letting your CES survey get too long, or fewer people will be inclined to finish it. You\u2019ll also want to avoid asking more complex questions with multiple parts. <\/p>\n\n\n\n Remember to apply the basic principles behind CES to your survey. The less effort it takes on the part of the customer to complete, the better.<\/p>\n\n\n\n Improving your company\u2019s Customer Effort Score is an ongoing process that requires a commitment to customer-centricity, an integrated CX approach, and a willingness to adapt based on customer feedback and evolving trends. Regularly reassess your efforts and make adjustments as needed to ensure a seamless and low-effort customer experience.<\/p>\n\n\n\n Customers like to navigate multiple channels when interacting with your brand, so it\u2019s important to make sure that you are able to meet and respond to their needs in these channels. Ensure that there are multiple options for them to share their unsolicited feedback. Map out the entire customer journey, highlighting key touchpoints where customers may encounter challenges or frustration.<\/p>\n\n\n\n You can reduce friction and effort if customers can solve issues themselves without having to reach out to your team via phone, email, or help center. Chatbots, step-by-step tutorials and guides, FAQ sections, and help center articles are examples of self-service tools you can use. It\u2019s also important to make sure that your websites, apps, and digital platforms have a user-friendly design, and that they\u2019re optimized for mobile devices, in order to minimize navigation challenges.<\/p>\n\n\n\n When customers experience shorter wait times, whether it’s in a physical location, on the phone, or online, they perceive the interaction as more efficient and less burdensome. If you have long wait times, consider using a callback system or adding more staff during your busiest hours of operation.<\/p>\n\n\n\n Acting on and analyzing Customer Effort Score involves a systematic approach to gathering insights, identifying areas for improvement, and implementing changes to enhance the customer experience.<\/p>\n\n\n\n Customers use a variety of channels to interact with your brand, such as your store, website, mobile app, contact center, social media, email, and so much more. Be sure you can collect and connect data from these channels and that they are analyzed within the context of the broader customer experience. <\/p>\n\n\n\n A customer experience management platform can help your team navigate and interpret CES feedback to understand where there is room for improvement and where you can deliver the highest impact for customers and your business. It\u2019s important to choose a software solution that is scalable enough as your team receives an increasing number of survey responses. Another consideration to make is to have access to analytical tools that can automatically surface trends and insights from CES feedback, helping you take actionable steps toward reducing customer effort.<\/p>\n\n\n\n Interactions with extremely responsive companies feel easy and effortless. When distributing CES surveys, be sure you close the loop and acknowledge customers for sharing their feedback. If there are any high-impact issues affecting the customer experience, take steps to resolve them as soon as possible. <\/p>\n\n\n\n Set up automatic alerts and continuously monitor your CES scores to track the impact of changes and improvements over time. Supplement your CES efforts with other customer experience metrics like Net Promoter Score (NPS)<\/a> and Customer Satisfaction (CSAT) for a holistic view. Finally, ensure that everyone in the organization, from leadership to frontline employees, is committed to minimizing customer effort and delivering easier, more effortless experiences.<\/p>\n\n\n\n Pearl-Plaza\u2019s customer experience expertise helps businesses collect customer feedback and connect with customers in meaningful ways. Start improving your customer experiences today with Pearl-Plaza. Schedule a CX demo<\/a> to get more insight on how you can improve your customer effort score.<\/p>\n\n\n\n Sources:<\/strong><\/p>\n\n\n\n Gartner. \u201cWhat\u2019s Your Customer Effort Score?\u201d (https:\/\/www.gartner.com\/smarterwithgartner\/unveiling-the-new-and-improved-customer-effort-score<\/em>). Access 12\/16\/2023.Harvard Business Review. \u201cStop Trying to Delight Your Customers\u201d (https:\/\/hbr.org\/2010\/07\/stop-trying-to-delight-your-customers<\/em>). Access 12\/17\/2023.<\/p>\n\n\nIntroduction to Customer Effort Score<\/strong><\/span><\/h2>\n\n\n\n
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Benefits of Using CES Surveys<\/strong><\/span><\/h2>\n\n\n\n
Improve Customer Satisfaction<\/strong><\/span><\/h3>\n\n\n\n
Drive Customer Loyalty<\/strong><\/span><\/h3>\n\n\n\n
Identify Pain Points in the Customer Journey<\/strong><\/span><\/h3>\n\n\n\n
Improve Operational Efficiency<\/strong><\/span><\/h3>\n\n\n\n
Gain Customer Insights<\/strong><\/span><\/h3>\n\n\n\n
Enjoy the ROI of Effortless Experiences<\/strong><\/span><\/h3>\n\n\n\n
History of Customer Effort Score<\/strong><\/span><\/h2>\n\n\n\n
Different Types of CES Surveys<\/strong><\/span><\/h2>\n\n\n\n
Numbered Scales Survey<\/strong><\/span><\/h3>\n\n\n\n
Likert Scale Survey<\/strong><\/span><\/h3>\n\n\n\n
Emotion Rating Survey<\/strong><\/span><\/h3>\n\n\n\n
Examples of CES Survey Questions<\/strong><\/span><\/h2>\n\n\n\n
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Customer Effort Score Calculation<\/strong><\/span><\/h2>\n\n\n\n
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What is a Good Customer Effort Score (CES)?<\/h3>\n\n\n\n
When to Use Customer Effort Score<\/h2>\n\n\n\n
<\/figure>\n\n\n\n
The Best Times to Send a CES Survey<\/h3>\n\n\n\n
Immediately After An Interaction that Led to a Purchase<\/h4>\n\n\n\n
Immediately After an Interaction with Customer Service<\/h4>\n\n\n\n
To Supplement Product Teams User Testing<\/h4>\n\n\n\n
How to Build a CES Survey<\/h2>\n\n\n\n
Optimize for Mobile<\/h3>\n\n\n\n
Use Automation<\/h3>\n\n\n\n
Keep It Simple<\/h3>\n\n\n\n
How to Improve the CES Score at Your Company <\/h2>\n\n\n\n
Provide Multiple Channels for Contact\/Feedback<\/h3>\n\n\n\n
Use Self-Service Tools<\/h3>\n\n\n\n
Reduce Wait Times<\/h3>\n\n\n\n
How to Analyze and Act on CES Feedback<\/h2>\n\n\n\n
Collect and Connect Feedback from Multiple Sources<\/h3>\n\n\n\n
Consider a CX Platform <\/h3>\n\n\n\n
Respond to Your Customers<\/h3>\n\n\n\n
Set Up Automatic Alerts<\/h3>\n\n\n\n
Improve Customer Effort Scores with Pearl-Plaza<\/h2>\n\n\n\n
Further Reading<\/h2>\n\t\t\n\t\t