Digital CX Tools: A Guide for Sales and Marketing Teams

Sep 16, 2024

Struggling to drive sales and improve customer satisfaction? We guide you on the digital Customer Experience (CX) tools that will help you understand your customers, streamline marketing and sales processes, and ultimately boost revenue. 

If you work in sales or marketing, you might be familiar with digital Customer Experience (CX) tools:

  • Use a CRM? That’s CX.
  • Make changes to your website in Kentico? That’s CX.
  • Work with Hubspot to keep track of leads or automate email campaigns? That’s also CX.

It’s no secret that digital CX tools are a great way to save time, streamline processes and make everyone’s lives easier, so we’ve compiled a guide that explores the most essential tools, best practices, and real-world examples to ensure sure you’re getting the most out of the digital CX.

How digital CX tools can benefit your business

Digital CX tools can significantly improve your team's efficiency, communication, and overall effectiveness:

  • Streamline processes: Automate repetitive tasks and free up your team's time.
  • Improve communication: Ensure everyone is aligned on customer goals and expectations.
  • Enhance customer satisfaction: Provide personalised and efficient service.
  • Make data-driven decisions: Use insights from customer data to optimise your strategies.

Essential CX tools

These tools are fundamental for streamlining your sales and marketing processes, improving customer interactions, and gathering valuable data.

1. Content Management System (CMS)

Manages and publishes digital content across various channels (websites, blogs, social media).

Streamlines content creation, editing, and distribution, ensuring a consistent brand message and improving website performance.

2. Digital Experience Platform (DXP)

Provides a unified platform for managing all digital interactions with customers, including content, commerce, and personalisation. Enhances customer engagement by delivering personalised experiences across multiple channels, improving conversion rates and customer satisfaction.

3. Product Information Management (PIM)

Centralises and manages product data, including attributes, images, and descriptions. Ensures accurate and consistent product information across all sales channels, reducing errors and improving customer confidence.

4. Customer Relationship Management (CRM)

Tracks and manages interactions with customers, from leads to loyal customers. Streamlines sales processes, provides valuable customer insights, and helps build stronger relationships with customers.

5. Digital Asset Management (DAM)

Stores, manages, and distributes digital assets, such as images, videos, and documents. Improves efficiency by centralising asset storage, ensuring brand consistency, and simplifying content sharing.

6. Customer Feedback and Analytics Tools

Collects and analyses customer feedback to identify areas for improvement and optimise the customer experience. Provides valuable insights into customer preferences, satisfaction levels, and pain points, enabling businesses to make data-driven decisions.

Tips to get started

Before you dive right in, there are a few things to think about:

  • Your business goals: What do you want to achieve with your digital CX strategy?
  • Your team's capabilities: Do you have the skills and resources to effectively use these tools?
  • Your budget: What is your budget for digital CX tools and services?

To get the most out of your new CX toolkit, you should also consider your customers’ perspective, what the data is telling you and how you plan to adjust your CX strategy so you’re always getting the most out of it:

Evaluate your customer journey map

To better understand where your customers' pain points lie, it’s worth mapping your customer journey to identify what areas need some improvement.

Make data-driven decisions

Make sure you’re measuring before and after implementation - use analytics to track key metrics and measure the impact of your initiatives.

Continuously improve

Regularly evaluate your digital CX strategy and make adjustments. The world of CX is constantly evolving, and your customers' expectations will change over time. Make sure you're offering the best level of 

By implementing the right digital tools and strategies, you can create exceptional customer experiences that drive growth and loyalty. Don't hesitate to reach out to our team for personalised guidance and support.

Alan Edmondson

Digital Practice Lead

Delaware UK & Ireland