Creating a Customer Experience Strategy That Drives Results

Most SaaS companies offer multiple support channels, but without a clear customer experience (CX) strategy, those channels often feel disjointed. Maybe chat is quick and polished, but your email communication feels slow or impersonal. A strong CX plan connects all your support touchpoints and keeps them on the same page.

In this guide, we’ll explain what a CX strategy is, what it should include, and how to create a plan that works for your company.

What’s a CX Strategy?

Customer interactions happen across different teams — for example, support owns tickets while success handles renewals. If these teams don’t work from the same playbook, the CX is inconsistent. A CX strategy gives post-sales teams clear guidelines for communicating with customers.

When your team shows up the same way across all channels, people always know what to expect. This reliability creates a B2B customer experience that makes your company feel trustworthy and professional.

Companies with good CX strategies tend to have higher retention rates and better revenue growth. In B2B SaaS, where relationships often last for years, CX plays an even bigger role. A single broken touchpoint in a SaaS customer support pipeline can make your team look unreliable and hurt confidence in your product, putting the entire account at risk. 

Core Parts of a Strong CX Strategy

Here are the important elements of a CX strategy:

• Understanding customer needs. Direct feedback, interviews, and customer surveys gather useful insights, while usage patterns and engagement metrics show how accounts behave in different scenarios. By collecting and reviewing this data, you can see what’s going well and where your team can improve the customer experience.
• Keeping brand and messaging clear. Your CX strategy should reflect your brand’s mission and values at all times. The B2B customer support team’s tone and style should match the messaging other teams use.
• Mapping customer pathways. Customer journeys are rarely straightforward, and a single account could interact with pre-sales, onboarding, product education, and support teams, all in a short period. Mapping out common pathways helps you offer a smooth CX and find points of friction.
• Leadership buy-in. CX strategies won’t stick unless leadership teams commit to upholding them. Tone is set at the top, so leaders need to support transparency and teamwork, and line up the CX with company goals.

How to Create a CX Strategy: 4 Steps

Here’s how you can design a CX strategy for your company.

1. Set Clear Goals and Metrics

Start by asking questions like “What’s our customer experience now, and what do we want it to look like?” and think about how your company can offer the best support to every account.

Then pick a few key goals, like making onboarding smoother, reducing escalations, speeding up response times, or keeping customers from churning. Choose a few important KPIs to focus on, so it’s easier to sort through the noise to find gaps and make improvements.

2. Collect and Review Customer Feedback

Get feedback from every channel your team uses to talk with customers, including email, chat, forms, tickets, and Slack support. Then look for patterns like repeat questions, common issues, and areas where expectations often don’t match reality.

3. Make Customer-Focused Changes

Once you understand customer needs and have clear goals, you can start finding ways to improve the customer experience. For example, you could:

• Create clearer escalation pathways
• Put together playbooks for working with different account tiers
• Simplify communication between support and success teams
• Write macros your team can reuse and personalize
• Use automation to fix problems faster

4. Set Your Team Up With the Right Tools

Make sure your team has what they need to track performance, so they can improve on weaknesses to offer the best customer support possible.

This four-step process is simpler if you have a central platform where your team can work together. Pylon brings your customer communications and feedback together in one place, helps you track important KPIs, and lets you use automation and AI tools to put your strategy into action.

Measuring and Perfecting Your CX Strategy

Customer expectations change and customer bases expand, so the CX strategy that worked last year might not cut it today. Keep an eye on how well the strategy helps your team make improvements, and update it when needed.

To check if your strategy is working, you can use metrics like satisfaction scores and customer churn datasets, along with more open-ended feedback from your support and success teams. Look for repeat issues, or areas where the improvements you want aren't happening.

It’s best to do this regularly — you can set up yearly or quarterly reviews. And don’t forget to turn what you learn into action by changing up your strategy and updating procedures.

CX Strategy Best Practices

Here are some examples of successful customer experience optimization strategies and customer service best practices:

• Building strong B2B relationships through great support. Strong customer relationships lead to better retention and revenue, and support is often the best way to keep people happy. B2B companies that invest in community building and customer-centric service often see higher retention rates.
• Using a wide range of support tools. A lot of today’s leading companies invest in omnichannel support, automation, and self-service strategies, all of which help you offer quality support fast. Top B2B executives find that automation and AI helps them create more personalized CX strategies they can apply across customer journeys. 
• Supporting customers at all times. Great support and success teams reach out to customers before issues happen (when they can), to ask if accounts need help, share personalized recommendations, give product and feature updates, and share key resources. Proactive support improves retention and positions your brand as a partner that cares about the customer’s long-term success.

Power Your CX Strategy With Pylon

Building a great CX strategy is an ongoing project that involves paying close attention to outcomes and adapting how your teams work. To do that, you’ll need clarity and visibility across all accounts, and real-time insights to help you monitor and improve customer satisfaction rates.

Pylon is the modern B2B support platform that offers true omnichannel support across Slack, Teams, email, chat, ticket forms, and more. Our AI Agents and Assistants automate busywork and reduce response times. Plus, with Account Intelligence that unifies scattered customer signals to calculate health scores and identify churn risk, we're built for customer success at scale.

Book a demo