Reducing Customer Effort to Improve CX and Loyalty

Creating Frictionless Interactions, Increasing Speed and Efficiency, and Eliminating Repetition Are Key to Maintaining Customer Loyalty

One of the most frustrating things about being a parent is having to ask a child to complete a task, only to find it hasn’t been done, and then having to request its completion repeatedly. In addition to the task not being completed in a timely manner, the level of frustration and anger rises, which can put a serious strain on that relationship. That said, parents cannot simply refuse to interact or engage with the child, no matter how frustrating the encounters may be.

That is not true, though, for customers that experience frustration with the companies with whom they do business. Various large scale surveys, such as the dated, but oft-cited one published in the Harvard Business Review, have found that reducing customer effort, or the working they must do to get their problem solved, directly impacts customer loyalty, and devising strategies to reduce customer effort can help improve customer service, reduce customer service costs, and decrease customer churn.

Reducing customer effort is generally about reducing friction during interactions, increasing speed and efficiency, and eliminating repetition of processes or information sharing. Several examples of how these strategies can be achieved include:

  • Deploy self-service options to handle routine or basic customer issues: Customers value speed and convenience, particularly when seeking basic information, such as account details, transaction details, and even product information. Making customers speak with live agents to get this information not only increases friction (and frustration), but also increases your organization’s labor costs and diverts human workers away from high-touch or complex situations where they’re needed the most.
  • Utilize technology to authenticate users:Customers are often required to validate or authenticate themselves several times when interacting with customer service or account professionals, which can be a frustrating and tedious process. Consider streamlining this necessary function by incorporating technology solutions (such as the use of voice biometrics) so customers don’t need to be validated manually each time they are transferred or escalated to new agents.
  • Anticipate the customer’s needs: Customers’ time and patience are in short supply. By anticipating the customer’s needs (such as automatically sending a link to a video tutorial explaining how to use a newly ordered product) can not only make the customer’s experience better, but can also reduce the number of follow-up support calls.
  • Make it easy to find the right team member to handle an inquiry: Provide customers with a limited number of self-selection options through your interactive voice response (IVR) system so they are quickly connected with the right department, and use automatic call distribution (ACD) technology ensure to provide advanced call queuing and routing to ensure customers are served as quickly and efficiently as possible.
  • Train and empower team members to provide a low-effort CX:  A truly customer-focused experience means readjusting or focusing the company on the customer and their preferred means of engaging with a company. Instead of transferring customers to different departments or team members, empower and train each team member to be able to handle initial requests across several functional areas, from support, to sales, to basic technical issues. While more in-depth questions may ultimately require transferring the customers to other team members, the acts of reducing or eliminating interdepartmental transfers will improve call handling time and reduce customer frustration.
  • Solicit and act upon post-interaction customer feedback: Customers should be provided with the opportunity to provide feedback on their interaction, and it should include a method for capturing open-ended feedback or suggestions. Simply using Likert scales will provide scores for customer effort, but true insights that lead to improvement generally require real feedback on the specific actions or elements of the interaction that they found easy or frustrating.

Customer loyalty is not just about provide customers with the “best” products and services; most customers have already determined that they like your offerings, or they would not have made a purchase. Simplifying the process to get answers and support, while removing obstacles that impede efficiency and speed, is the key to improving customer loyalty.

Author Information

Keith Kirkpatrick is VP & Research Director, Enterprise Software & Digital Workflows for The Futurum Group. Keith has over 25 years of experience in research, marketing, and consulting-based fields.

He has authored in-depth reports and market forecast studies covering artificial intelligence, biometrics, data analytics, robotics, high performance computing, and quantum computing, with a specific focus on the use of these technologies within large enterprise organizations and SMBs. He has also established strong working relationships with the international technology vendor community and is a frequent speaker at industry conferences and events.

In his career as a financial and technology journalist he has written for national and trade publications, including BusinessWeek, CNBC.com, Investment Dealers’ Digest, The Red Herring, The Communications of the ACM, and Mobile Computing & Communications, among others.

He is a member of the Association of Independent Information Professionals (AIIP).

Keith holds dual Bachelor of Arts degrees in Magazine Journalism and Sociology from Syracuse University.

Latest Insights:
Microsoft Sovereign Cloud Shifts the Focus to Customer-Run AI
October 20, 2026
Article
Article

Microsoft Sovereign Cloud Shifts the Focus to Customer-Run AI

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, shares his insights on Microsoft Sovereign Cloud's push into customer-run AI and why public cloud controls still leave Europe's jurisdiction question...
TSMC Q3 FY 2026 Earnings Beat and Raise on AI and HPC Demand
October 20, 2026
Article
Article

TSMC Q3 FY 2026 Earnings Beat and Raise on AI and HPC Demand

Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers and Software Lifecycle Engineering at The Futurum Group, reviews TSMC's latest earnings, where AI and HPC demand drove a beat and raise...
Enterprise Software Spending Lags Behind Stated Platform Consolidation Goals
October 20, 2026
Article
Article

Enterprise Software Spending Lags Behind Stated Platform Consolidation Goals

Keith Kirkpatrick, VP, Research, Enterprise Software & Digital Workflows at Futurum, shares his insights on why enterprise app budgets aren't following buyers' platform consolidation plans as in-house AI competes for the same...
NVIDIA DGX Spark 64GB’s Low Price-Point Aims To Accelerate Local AI Inference
October 20, 2026
Article
Article

NVIDIA DGX Spark 64GB’s Low Price-Point Aims To Accelerate Local AI Inference

Olivier Blanchard, Research Director at The Futurum Group shares insights on DGX Spark 64GB, its pricing and memory trade-offs, and the role of software and clustering in local AI development....
Latest Research:
The Storage Squeeze How Smart Organizations Are Funding Their AI Future
October 20, 2026

The Storage Squeeze: How Smart Organizations Are Funding Their AI Future

In our latest Thought Leadership Brief, The Storage Squeeze: How Smart Organizations Are Funding Their AI Future, completed in partnership with CTERA, Futurum Research examines how unmanaged data growth drains...
Closing the Enterprise Context Gap
October 16, 2026

Closing the Enterprise Context Gap

In our latest thought leadership brief, Closing the Enterprise Context Gap, completed in partnership with Teradata, Futurum Research examines why autonomous AI agents stall before reaching production and outlines the...
Delegating Outcomes: How a Universal Agent Changes the Way Enterprises Work
October 15, 2026

Delegating Outcomes: How a Universal Agent Changes the Way Enterprises Work

In our latest thought leadership brief, Delegating Outcomes: How a Universal Agent Changes the Way Enterprises Work, completed in partnership with Google Cloud, Futurum Research examines why first-generation agent programs...

Book a Demo

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.