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Table of Contents

The Customer Effort Score (CES) metric enables you to capture meaningful insights at any stage of the customer journey. There are various customer touchpoints where you can use the CES metric to improve their experience. Explore 3 crucial use cases of customer effort score metric:

  1. To measure the overall experience with the brand.
  2. After interaction with customer service 
  3. After interaction with a product that led to a purchase or subscription.

1. To measure the overall experience with the brand

Besides measuring the discrete level of user experience, the customer effort score metric enables you to gauge the overall customer loyalty for the brand. CES can be used among both customer success teams and product teams to improve the effort experience of the customers. 

Many business entrepreneurs have stated that the CES metric is more superior to the Net Promoter Score (NPS) metric to identify the moments where customers begin to feel frustrated and lost. They feel that asking the fluid question - "How likely are you to recommend [company] to a friend?" is not useful at this stage. This was opposed to the NPS. 

But both the metrics have their own significance when it comes to improving customer experience. NPS is more useful to segment customers into different categories, whereas CES helps you to identify and resolve the real bottlenecks in the customer experience itself. Be it CES or NPS Score, both the metrics focus on creating an "effortless experience," which tends to affect the overall customers’ experience.

2. After interaction with Customer Service

Since the inception of the customer effort score metric, “when to send CES Survey” is the biggest point of concern. Most of the companies send a CES survey at any regular time.

When to send CES Survey? As you all know, the CES metric is being employed to ask customers to specifically rate their level of effort they’ve put into resolving a problem or issue. Always send a CES Survey to the customers immediately after a customer service touchpoints like post email support ticket has been resolved.

3. Post interaction with a product that led to a purchase or subscription

This is the most common use case for CES surveys when customers intended to purchase your product or subscribe to your service. This action will not only help to improve your customer experience but also create a positive impact on your customers’ minds.

For instance, you can send the CES survey once your customer signs up for a free trial or finishes the on-boarding period. This will lead to a low-effort experience and help you to quantify customer experience and increase loyal customers.