Customer Experience Primer for 2025 29 January 2025 - ID G00822386 - 11 min read By: Leah Leachman Initiatives:Customer Experience Customer experience strengthens marketing influence and drives growth. This initiative helps CMOs understand the needs and expectations of prioritized target audiences and enhance customer-centric culture to increase customer satisfaction, retention and loyalty. Scope Gartner’s customer experience (CX) research portfolio helps clients generate revenue by driving customer experiences that support organizational customer growth, loyalty and retention goals. Topics in this initiative include: ■ Customer Experience Strategy: Develop a CX strategy to define, measure, implement and prioritize customer-centric efforts to align customer and commercial objectives. ■ Customer Understanding: Capture and use vital customer insight and data from customer research and VoC programs to build a holistic understanding of customer needs that enhances marketing’s CX strategy and initiatives. ■ Experience Design and Delivery: Develop, evolve and employ CX assets, tools and strategies to strengthen the execution of marketing efforts and initiatives. Some content may not be available as part of your current Gartner subscription. Contact an account executive if you wish to discuss expanding your access to Gartner content. Gartner, Inc. | G00822386 Page 1 of 13 Analysis Figure 1: Customer Experience Overview Most CEOs and CFOs expect that growth should come from better customer experiences, yet CMOs overindex their marketing channel budgets on acquisition (almost 79%) rather than loyalty and advocacy (20.6%). 1,2 This strategy isn’t working. The 2024 Gartner Channel and Campaign Management Survey found that the majority of CMOs (87%) faced campaign performance issues in the last 12 months. 3 And customers aren’t impressed either — over half of U.S. consumers do not believe that brands understand their needs and preferences. 4 Gartner, Inc. | G00822386 Page 2 of 13 In order for brands to compete on customer experience, marketing needs a new approach to growth. The best growth signals come from organizations’ own customers, yet marketing leaders are failing to listen to those signals.This critical capability represents a major “say-do” gap for organizations. Of the over 700 organizations completing Gartner’s Marketing Score for Customer Experience, the biggest difference between an organization’s maturity and the importance of that activity exists in three areas: 5 ■ How organizations capture, use and communicate voice of the customer (VoC) insights ■ The way that organizations measure and analyze performance with customers ■ The ability to prioritize investments to develop a strong CX strategy CMOs should see these three areas as opportunities — a clear path for steering their brand toward commercial and customer success. In fact, CMOs from companies that exceed profitability goals invest more in customer loyalty and advocacy than those from companies that do not meet these goals. 2 This initiative includes the resources to help organizations achieve their objectives now and in the future. Topics CMOs must exploit the drivers that improve customer retention and lifetime value by solving problems that increase dissatisfaction and attrition. Sound plans rely on an outside-in view of customer objectives and expectations, informed by multiple research methods that create insight into customers’ criteria for success. These insights shape tools such as personas and journey maps that enable customer-centric decisions and well-orchestrated experiences. But, more broadly, they help CMOs build CX execution plans that justify investment, drive cross-functional collaboration and support the integration among brand, CX and organizational culture. Our research in this area addresses the following topics: Customer Experience Strategy Successful CX strategies clearly define how delivering against customer needs will support and accelerate commercial objectives. Mapping the ideal customer journey and translating that into action that supports the execution of a consistent customer experience. The successful execution of a CX strategy cannot be the responsibility of a single department. It requires active participation from cross-functional leadership toward a long-term goal of continuously improving CX. Gartner, Inc. | G00822386 Page 3 of 13 Questions Your Peers Are Asking ■ How do we build an effective CX strategy that will generate stakeholder support, drive brand preference and improve customer loyalty and retention? ■ How do we identify the customer groups/audiences that we should target and with channels and technology? ■ What are the steps that we need to take to launch or mature our CX program at my organization? ■ How do we measure the value of CX initiatives to the business? ■ What type of selection criteria should our organization use to prioritize CX projects or initiatives? Recommended Content Some recommended content may not be available as part of your current Gartner subscription. ■ Drive Growth by Aligning Brand, Customer Experience and User Experience ■ The 2-Prong Strategy of Strategic and Tactical Customer Experience Success ■ How to Measure Customer Experiences That Drive Growth and Loyalty ■ Case Study: Using Customer Data Analytics to Prove the Business Value of CX and Drive Action ■ 5 Action Items for CMOs to Lead Organizations From Product to Customer Centricity Planned Research ■ How to effectively connect CX with business outcomes ■ How to prioritize CX initiatives for business value ■ How to build and communicate CX metrics across different roles ■ How to empower customer-centric decisions Gartner, Inc. | G00822386 Page 4 of 13 Customer Understanding Understanding customers’ current and shifting needs requires a commitment to ongoing listening and research that balances what customers say with how they behave. However, effective customer listening is as much about how an organization uses, analyzes and disseminates insight as it is about what the organization listens to and how it listens. Without a strategy to collect, analyze and share those insights to drive action, an organization will struggle to deliver consistent and compelling experiences to customers and provide value to internal stakeholders. Questions Your Peers Are Asking ■ What are the most valuable VoC and customer research use cases for marketing efforts? ■ How can we get deeper insights and make better decisions from our VoC data? ■ What types of metrics should we use to measure customer perception, loyalty and satisfaction? ■ What type of resources and skills do we need to understand shifting customer needs and behaviors? ■ How do we improve customer experience survey response rates and insight value of survey results? Recommended Content Some recommended content may not be available as part of your current Gartner subscription. ■ Create CX Performance Standards for Marketing Success ■ How to Communicate Voice of the Customer (VoC) Insights That Drive Action ■ How to Boost Voice-of-the-Customer Survey Response Rates ■ How to Operationalize Your Voice-of-the-Customer Program ■ Improve Customer Understanding by Democratizing VoC Data Access Gartner, Inc. | G00822386 Page 5 of 13 Planned Research ■ Ways to use positive VoC feedback to direct your CX strategy ■ Strategies for progressing your VoC maturity ■ Approaches for measuring customer perception and loyalty Experience Design and Delivery Delivering experiences that build customer loyalty and advocacy requires CX tools that illuminate how and where an organization’s brand can deliver value to its customers throughout their end-to-end journeys. The development and adoption of customer personas and journeys promote empathy for customers and instill a customer-centric design methodology. These key tools also improve alignment on how an organization should prioritize efforts to enhance CX that results in benefits to both the customer and the company. Questions Your Peers Are Asking ■ How do we get started with persona development and/or customer journey mapping? ■ How do we operationalize or act on insights gleaned from personas and customer journeys? ■ How do we use customer journeys to improve cross-functional collaboration and prioritize CX projects or initiatives? ■ How do we implement a best-in-class loyalty program? ■ What are innovative approaches to offering loyalty program benefits? Recommended Content Some recommended content may not be available as part of your current Gartner subscription. ■ How to Make Your Customer Experience Personas Actionable Using Data-Driven Insights ■ Use Gartner’s Buy/Own/Advocate Framework to Map Customer Journeys and Deliver Better Customer Experiences ■ Reduce Churn Along the Customer Journey Gartner, Inc. | G00822386 Page 6 of 13 ■ 3 Steps to Increase Your Loyalty Program ROI ■ Use a Customer-First, Channel-Second Strategy to Drive Loyalty Planned Research ■ How to effectively leverage Gartner’s Buy/Own/Advocate journey framework in marketing ■ How to achieve full-funnel marketing growth through postpurchase experiences ■ How to tailor loyalty efforts to Gen Z ■ How to use gamification to level up loyalty programs Suggested First Steps ■ Customer Experience Maturity Model for Chief Marketing Officers ■ Marketing Score for Customer Experience ■ Key Insights From Gartner’s Customer Experience Maturity Diagnostic ■ The Foundational Capabilities That Create Customer Experience Success ■ Ask 11 Questions to Measure an Organization’s Customer Centricity ■ Building an Effective Customer Experience Governance Framework Essential Reading ■ Quick Answer: Use Segments and Personas Together to Understand and Target Most Valued Customers ■ Quick Answer: How Do I Create Personas That Drive Better Marketing and CX Results? ■ Quick Answer: Why Benchmarking Your CX Scores Against Competitors Can Undermine CX Success ■ Quick Answer: Improve Survey Response Rate by Showing How Feedback Is Used Gartner, Inc. | G00822386 Page 7 of 13 Tools and Toolkits ■ Ignition Guide to Building a Cross-Functional CX Steering Committee ■ Ignition Guide to Building a Customer Journey Map ■ Ignition Guide to Planning and Conducting a Customer Journey Mapping Workshop ■ Ignition Guide to Creating a Successful Loyalty Program ■ Tool: Communicate Your CX Strategy Presentation Template ■ Tool: Align CX Priorities to Marketing Goals ■ Tool: A Playbook of Project Ideas to Improve Customer Experience Evidence 1 2024 Gartner Senior Executive Views of CMO Leadership Survey. This survey was conducted to explore how chief marketing officers are perceived by key C-suite leaders (i.e., CEOs and CFOs), and what distinguishes effective CMOs under different behavioral and company circumstances. The survey was administered online from August through September 2024 and includes data from 125 senior executives in North America (n = 84) and Europe (n = 41). Respondents were CEOs and CFOs at organizations with at least $50 million in annual revenue, with 36% coming from organizations with at least $1 billion in annual revenue. Respondents came from a wide variety of industries, including manufacturing and natural resources (n = 21); banking and financial services (n = 6); retail (n = 8); healthcare (n = 23); consumer products (n = 17); pharmaceuticals, biotechnology and life sciences (n = 6); insurance (n = 2); technology products (n = 14); travel and hospitality (n = 8); IT and business services (n = 16); and media (n = 4). Disclaimer: The results of this survey do not represent global findings or the market as a whole, but reflect the sentiments of the respondents and companies surveyed. Gartner, Inc. | G00822386 Page 8 of 13 2 2024 Gartner CMO Spend Survey. This survey looked at top-line marketing budgets and aimed to identify how evolving customer journeys, C-suite pressures and cost challenges impact marketing’s spending priorities and channel effectiveness. The research was conducted online from February through March 2024 among 395 respondents in North America (n = 200) and Europe (n = 195). Respondents were required to be involved in decisions pertaining to setting or influencing marketing strategy/planning and to aligning marketing budget/resources, and/or they were required to lead cross-functional programs and strategies with marketing. Seventy-four percent of the respondents came from organizations with $1 billion or more in annual revenue. Respondents came from a variety of industries: financial services (n = 46), insurance (n = 35), manufacturing (n = 48), consumer products (n = 32), media (n = 35), retail (n = 38), healthcare (n = 47), pharma (n = 37), IT and business services (n = 41), and travel and hospitality (n = 36). Disclaimer: Results of this survey do not represent global findings or the market as a whole, but reflect the sentiments of the respondents and companies surveyed. 3 Gartner Channel and Campaign Management Survey. This survey aimed to understand how marketing organizations should organize internal resources to manage effective campaigns, efficient channels and impactful content. It was conducted online from the end of July through mid-September 2024. In total, 418 respondents were surveyed in their native languages across North America (n = 194) and Europe (n = 224). Qualifying organizations reported enterprisewide annual revenue for fiscal 2023 of at least $100 million, with 80% of the respondents coming from organizations with $1 billion or more in annual revenue. The respondents came from a variety of industries: financial services (n = 67), insurance (n = 32), manufacturing (n = 43), consumer products (n = 38), retail (n = 40), travel and hospitality (n = 37), healthcare (n = 33), pharmaceuticals (n = 21), media (n = 29), tech products (n = 40), and IT and business services (n = 38). All the respondents were required to be senior decision makers in the marketing function, where they held significant responsibilities in setting or influencing overall marketing strategy and planning. They were also required to be involved in decisions pertaining to managing multiple marketing campaigns and/or advertising channels, as well as creating, managing and executing digital marketing strategy. Disclaimer: The results of this survey do not represent global findings or the market as a whole, but reflect the sentiments of the respondents and companies surveyed. Gartner, Inc. | G00822386 Page 9 of 13 4 2024 Gartner Consumer Values and Lifestyle Survey. The purpose of this survey was to understand consumer lifestyles and motivations. The research was conducted online in two parts, from 30 July to 28 August 2024 among 6,174 respondents in the U.S. (n = 4,146), Canada (n = 1,012) and the U.K. (n = 1,016). The first part of the survey included screening, demographic, sentiment, values and lifestyle questions. The second part included category-specific (for example, money and spending, retail, shopping, sustainability, health, and beauty) questions. Respondents were required to be at least 15 years old. Quotas in the U.S. were set for geographic areas, age, gender, ethnicity and employment status to approximate the U.S. population as a whole. Quotas in the U.K. and Canada were set for geographic areas, age, gender and employment status to approximate the U.K. and Canadian population as a whole. 5 The Gartner Customer Experience Score — also known as the Gartner CX Maturity diagnostic — offers the best of Gartner expertise and peer-based research. Maturity is measured on a scale ranging from 1 (low) to 5 (high). It measures how advanced an organization’s development is in a functional activity relative to Gartner’s expert assessment of practices associated with that activity. The maturity of an activity is measured by several subactivities weighted 1 through 5, depending on how progressive they are. Importance is measured on a scale of 1 (low) to 5 (high). Importance measures how important each functional activity is to the overall effectiveness of the function in meeting its business objectives. 765 organizations completed the Gartner CX Score assessment online from September 2020 through June 2024. Document Revision History Customer Experience Primer for 2024 - 31 January 2024 Customer Experience Primer for 2023 - 2 February 2023 Customer Experience Primer for 2022 - 4 February 2022 Customer Experience Primer for 2021 - 1 February 2021 Customer Experience Primer for 2020 - 15 May 2020 Customer Experience Primer for 2020 - 21 February 2020 Gartner, Inc. | G00822386 Page 10 of 13 Related Priorities Gartner, Inc. | G00822386 Page 11 of 13 Initiative Name Description Marketing Data and Analytics This initiative will guide you to develop competencies that demonstrate marketing’s value, optimize performance, deliver on changing customer expectations and enhance your strategic playbook. Marketing Organization and Talent Marketing organization and talent includes practices, structures and models to help you map functional abilities to goals, improve processes, and adjust your internal and outsourced talent mix. Customer Acquisition and Growth Gartner’s customer acquisition and growth initiative helps clients understand the strategies and tactics needed to engage high-priority customers, convert demand into sales and expand customer relationships. Marketing Operations Gartner’s marketing operations initiative helps clients understand how to establish and optimize a marketing operations function and concurrently build an impactive pursuit of operational excellence. Consumers and Culture Understanding why consumers do what they do — and the cultural and technological factors that impact them — is missioncritical to effective marketing. Marketing Channels and Content This initiative provides the strategic, operational and benchmarking guidance you need to plan, execute and optimize your marketing efforts in an increasingly complex landscape. Gartner, Inc. | G00822386 Page 12 of 13 Initiative Name Description Boost Customer-Led Growth This initiative covers synchronization of commercial functions to reach revenue and retention goals using shared operational processes and a programmatic approach to customer experience and success. © 2025 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner's prior written permission. It consists of the opinions of Gartner's research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. 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Gartner, Inc. | G00822386 Page 13 of 13 Related Priorities Gartner, Inc. | G00822386 Page 1A of 5A Initiative Name Description Marketing Data and Analytics This initiative will guide you to develop competencies that demonstrate marketing’s value, optimize performance, deliver on changing customer expectations and enhance your strategic playbook. Marketing Organization and Talent Marketing organization and talent includes practices, structures and models to help you map functional abilities to goals, improve processes, and adjust your internal and outsourced talent mix. Customer Acquisition and Growth Gartner’s customer acquisition and growth initiative helps clients understand the strategies and tactics needed to engage highpriority customers, convert demand into sales and expand customer relationships. Marketing Operations Gartner’s marketing operations initiative helps clients understand how to establish and optimize a marketing operations function and concurrently build an impactive pursuit of operational excellence. Gartner, Inc. | G00822386 Page 2A of 5A Initiative Name Description Consumers and Culture Understanding why consumers do what they do — and the cultural and technological factors that impact them — is missioncritical to effective marketing. Marketing Channels and Content This initiative provides the strategic, operational and benchmarking guidance you need to plan, execute and optimize your marketing efforts in an increasingly complex landscape. Boost Customer-Led Growth This initiative covers synchronization of commercial functions to reach revenue and retention goals using shared operational processes and a programmatic approach to customer experience and success. Gartner, Inc. | G00822386 Page 3A of 5A Initiative Name Description Marketing Data and Analytics This initiative will guide you to develop competencies that demonstrate marketing’s value, optimize performance, deliver on changing customer expectations and enhance your strategic playbook. Marketing Organization and Talent Marketing organization and talent includes practices, structures and models to help you map functional abilities to goals, improve processes, and adjust your internal and outsourced talent mix. Customer Acquisition and Growth Gartner’s customer acquisition and growth initiative helps clients understand the strategies and tactics needed to engage high-priority customers, convert demand into sales and expand customer relationships. Marketing Operations Gartner’s marketing operations initiative helps clients understand how to establish and optimize a marketing operations function and concurrently build an impactive pursuit of operational excellence. Consumers and Culture Understanding why consumers do what they do — and the cultural and technological factors that impact them — is mission-critical to effective marketing. Gartner, Inc. | G00822386 Page 4A of 5A Initiative Name Description Marketing Channels and Content This initiative provides the strategic, operational and benchmarking guidance you need to plan, execute and optimize your marketing efforts in an increasingly complex landscape. Boost Customer-Led Growth This initiative covers synchronization of commercial functions to reach revenue and retention goals using shared operational processes and a programmatic approach to customer experience and success. Gartner, Inc. | G00822386 Page 5A of 5A