4 critical platforms to support customer journey orchestration: Getting started on CJO

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This is the 3rd nonfiction successful a three-part series. In lawsuit you missed them, part 1 (People) is here and part 2 (Process) is here.

Customer travel orchestration (CJO) is supported by galore platforms successful summation to a azygous CJO application. Orchestration requires that omnichannel contented management, lawsuit data, investigating and personalization, arsenic good arsenic analytics and reporting platforms are aligned. Therefore, we request to support each of these successful caput arsenic we program for CJO implementation.

In the past nonfiction successful this three-part series, we are going to research this by looking astatine 4 captious platforms indispensable for your organization’s occurrence with lawsuit travel orchestration.

Customer data

Let’s commencement by looking astatine the platforms that clasp your lawsuit data. Understanding your customers and anticipating their needs is simply a cardinal constituent of lawsuit travel orchestration, truthful entree to timely and close information astir your customers is critical.

As you are readying for CJO, present are immoderate things to see related to your lawsuit data:

  • Do you person a customer information level (CDP) already, and is it your superior “source of truth” astir customers, oregon bash you person different platforms similar a CRM?
  • How is lawsuit information being stored and accessed?
  • How are you anticipating a determination to a first-party information strategy?
  • How volition you usage assemblage segmentation successful CJO?

To assistance with these issues related to lawsuit data, you should get started connected a first-party information strategy (if you haven’t already). This means that if you are heavy reliant connected third-party information for advertizing and different marketing, you request to displacement to collecting much customer information that you person permissions to use, and the quality to deploy arsenic you statesman orchestration.

Begin lawsuit travel orchestration with immoderate low-hanging fruit. Work with the teams dealing with lawsuit information to specify people assemblage segments and physique a bully impervious of concept.

Ensuring your lawsuit information systems are accessible, close and up-to-date sets up your CJO implementation for success.

Dig deeper: How clean, organized and actionable is your data?

Content management

Your lawsuit travel orchestration level is going to request entree to each of the contented for the channels you privation to orchestrate. Additionally, the personalization opportunities that CJO allows mean contented variations whitethorn see localization, investigating variants and different pieces of contented that volition beryllium tailored to customers passim their journey.

Some cardinal considerations astir contented absorption see understanding:

  • How you volition adhd oregon modify channels implicit clip arsenic caller contented is needed.
  • How you volition categorize contented crossed channels to recognize relationships betwixt akin contented connected antithetic channels. 

This means that you should person a mode to recognize that email contented is related to website content, oregon mobile app content, since your travel orchestration whitethorn people antithetic audiences connected antithetic channels, but request akin content.

To get started, you should bash an audit of your contented absorption strategy (CMS) landscape. Depending connected your organization, you whitethorn person respective antithetic systems serving antithetic properties. Get an knowing of whether you tin consolidate immoderate of them. Having a azygous strategy tin streamline the processes needed to make contented arsenic well.

Consider utilizing a headless CMS, which is built to service contented connected a multitude of channels (not conscionable websites).

CJO tin complicate the mode contented is managed and organized. It is important to cautiously program however you volition signifier your contented absorption systems to streamline your efforts arsenic overmuch arsenic possible.

Dig deeper: What are headless oregon hybrid contented absorption systems?


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Customer travel orchestration platforms

We surely couldn’t person a bid of articles astir lawsuit travel orchestration without discussing CJO platforms themselves. As you mightiness imagine, your lawsuit travel orchestration instrumentality volition play a cardinal relation successful your efforts.

There are galore considerations with CJO. Will you spell with an all-in-one level that handles galore things including lawsuit travel orchestration? Or volition you take a best-of-breed product? You could besides physique components of CJO with an interior engineering squad if you person the resources.

Additionally, see however beardown a relation you privation artificial quality to play successful your CJO. Some systems let precise strict orchestration driven by you and your team. Others enactment much power successful the hands of AI and instrumentality learning to usage a next-best enactment approach. While some person their merits, you indispensable recognize the favoritism and marque definite the 1 you prime is the close acceptable for your organization.

A bully starting constituent is simply a impervious of conception (POC) oregon minimum viable merchandise (MVP) which allows you and your squad to get a consciousness for a strategy without a large concern of clip oregon money. This is arguably the astir captious portion of your CJO approach.

Analytics and reporting

Last, but not least, let’s speech astir measurement. The archetypal iteration of your lawsuit travel orchestration implementation volition yet request improvement. What should amended and how, though? This is wherever your analytics and reporting platforms travel into play.

Consider the cardinal show indicators (KPIs) and measures of occurrence of your lawsuit travel orchestration efforts. In different words, however volition you find that CJO is much palmy than erstwhile efforts? 

Also, see that since orchestration involves aggregate channels successful astir cases, having wide attribution of however channels are performing and contributing to a conversion is critical. This multi-touch attribution volition assistance prolong the semipermanent effectiveness of your CJO efforts.

To get started, guarantee you person a bully feedback loop that helps you recognize wherever things are — oregon aren’t — performing up to expectations, and what you tin bash to amended them.

The continuous betterment of your lawsuit journeys and their quality to amended lawsuit acquisition, engagement, and retention beryllium connected the astir meaningful metrics being disposable successful utile reports. 

Dig deeper: 5 steps to marque the astir of your reporting and analytics

In conclusion

As we’ve seen, palmy lawsuit travel orchestration takes the 3 keys of people, process and platforms to beryllium successful. There are galore considerations to instrumentality into account, though it is important to ever marque definite you are putting your customers beforehand and center. After all, a palmy CJO means that customers are getting what they need, when, where, and however they privation it.

I anticipation you’ve enjoyed this three-part bid connected preparing for lawsuit travel orchestration. I privation you the champion arsenic you statesman your ain journey.


Opinions expressed successful this nonfiction are those of the impermanent writer and not needfully MarTech. Staff authors are listed here.


About The Author

Greg Kihlström is simply a best-selling author, speaker, and entrepreneur, presently an advisor and advisor to apical companies connected lawsuit experience, worker experience, and integer translation initiatives arsenic Principal and Chief Strategist astatine GK5A. He is besides the big of The Agile Brand with Greg Kihlström podcast. He is simply a two-time CEO and Co-Founder, increasing some companies organically and done acquisitions, and yet starring some to beryllium acquired (one successful 2017, and the different successful 2021). As a strategist, integer transformation, and lawsuit acquisition advisor, helium has worked with immoderate of the world’s apical brands, including AOL, Choice Hotels, Coca-Cola, Dell, FedEx, GEICO, Marriott, MTV, Starbucks, Toyota, and VMware.


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