To begin mapping the customer journey, first develop the characteristics of your user personas. To start the process, answer some questions.

  • What roles do the top two or three users have?
  • What are their responsibilities, challenges, goals, and motivations?
  • What do they want to accomplish on your site?
  • What do you want them to do while on your site?
Journey Builder

You can then start asking some questions about the customer journey to detail the sequence of customers’ key activities on your site and other web properties. Where possible, seek input from your support, sales, and marketing teams.

  • To meet their goals, what type of content do your customers need?
  • Are customers looking at your content for informational or learning purposes?
  • Are they accessing the site using desktop or mobile devices?
  • What do they do when they access the site?
  • Which interactions are most important?
  • Can you understand and quantify your customer behavior?

Trying to convince a prospect to become a customer without knowing where they are in the buying journey is like putting on a blindfold, throwing a dart, and hoping it hits the bullseye.

Mapping a Customer Journey

Another way to think of the journey map is to picture the funnel it is directing customers through:

  • Awareness
  • Interest
  • Consideration
  • Purchase
  • Retention

These three steps generally make up most journeys: Awareness, Consideration, and Conversion. These customer journey stages are most suitable for offline purchases. With the progress of digital platforms, two critical additions appear in the customer experience: Retention and Advocacy.

Related Posts
Salesforce OEM AppExchange
Salesforce OEM AppExchange

Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more

Health Cloud Brings Healthcare Transformation
Health Cloud Brings Healthcare Transformation

Following swiftly after last week's successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Guide to Creating a Working Sales Plan
salesforce sales plan

Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to Read more

CRM Cloud Salesforce
Salesforce roles and responsibilities

What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

author avatar
get-admin