top of page

Find and Select Customer Experience Technology

Customer experience has moved from a differentiator to a baseline expectation. Organisations that deliver consistently excellent experiences retain more customers, generate more referrals, and command stronger brand loyalty. Those that do not are increasingly visible to their customers - and their competitors.

The technology that underpins customer experience is broad, fast-moving, and increasingly AI-powered. From voice of the customer platforms and digital experience analytics to contact centre technology and journey orchestration, the number of vendors and the pace of innovation make it genuinely difficult to know where to start - or how to evaluate the options objectively.

Viewpoint Analysis is an independent Technology Matchmaker. We help Customer Experience leaders, Digital Directors, CMOs, and IT teams find and select the right customer technology quickly, objectively, and without vendor bias. Whether you are selecting a single CX platform or building out a broader customer technology stack, we bring structure and independence to every stage of the process.

Below you will find our latest CX vendor content, a guide to the customer technology landscape, our selection services, and free tools to support your project.

Customer Technology.jpg

What is Customer Experience Technology?

Customer experience technology encompasses the platforms and tools that organisations use to understand, engage, and retain their customers across every touchpoint - from the first marketing interaction through to long-term loyalty and advocacy. It is a broad and rapidly evolving market, with significant overlap between categories as vendors expand their capabilities and the lines between CRM, CX, and marketing technology continue to blur.

The main categories within customer experience technology include:

  • Voice of the Customer (VoC) Platforms - tools that collect, analyse, and act on customer feedback across surveys, reviews, social media, and direct interactions. They help organisations understand what customers think and feel, and identify the experience improvements that will have the greatest impact on satisfaction and retention.

  • Customer Feedback and Survey Tools - platforms that design and distribute customer surveys, NPS programmes, CSAT measurement, and post-interaction feedback, providing the structured data that feeds into broader VoC and experience analytics programmes.

  • Digital Experience Analytics - tools that analyse how customers interact with digital products and services - websites, apps, and digital touchpoints - to understand behaviour, identify friction, and optimise the digital experience. Fullstory is a leading example of this category.

  • Conversation Analytics - platforms that analyse customer interactions across voice, chat, and digital channels to surface insights about customer needs, agent performance, and experience quality. 

  • Contact Centre Technology - platforms that manage inbound and outbound customer interactions across voice, chat, email, and social channels, including cloud contact centre platforms (CCaaS), workforce management, and quality management tools.

  • Customer Journey Orchestration - platforms that map, manage, and personalise the customer journey across multiple touchpoints and channels, ensuring consistent and contextually relevant experiences at every stage.

  • Personalisation Engines - tools that use AI and customer data to deliver personalised content, offers, and experiences in real time across digital and physical channels.

  • Customer Data Platforms (CDPs) - platforms that unify customer data from multiple sources into a single, persistent customer profile, enabling consistent personalisation and experience delivery across channels. Closely related to the data technology and CRM categories.

  • Customer Success Technology - platforms used by SaaS and subscription businesses to manage customer health, identify renewal risk, drive adoption, and grow account value. Closely related to the CRM and customer health categories.

Many organisations are navigating significant overlap between their CRM platform, their CX tools, and their marketing technology stack. The right architecture depends on your customer engagement model, your data maturity, and the specific experience problems you are trying to solve. Independent guidance is essential to avoid buying duplication or missing critical integration requirements.

CX Technology (1).jpg

Customer Experience Technology Vendor
Content

Our analyst team publishes independent CX vendor profiles, category explainers, and market guides to help customer experience and digital leaders understand the landscape. The following are a strong starting point:

How to Select Customer Experience Technology

Selecting CX technology is more nuanced than most enterprise software decisions because success is ultimately measured by customer outcomes - satisfaction, retention, advocacy - rather than just system functionality. A platform that is technically capable but poorly adopted by your CX team, or that collects data your organisation cannot act on, delivers no value regardless of its feature set.

 

Our How to Find and Select CX Software guide covers the key evaluation elements in detail. At a high level, any robust customer experience technology selection process should address:

  • Defining the specific customer experience problem you are trying to solve before approaching vendors - reducing customer churn, improving digital self-service, closing the loop on feedback, improving contact centre efficiency, and personalising the customer journey are all valid objectives, but each points toward a different category of CX technology

  • Mapping your current customer technology landscape - understanding what you already have (CRM, contact centre, survey tools, analytics) and where the genuine gaps are is essential before adding new platforms

  • Evaluating data integration requirements - CX platforms are only as powerful as the customer data they can access. Your chosen platform needs to connect to your CRM, your transactional data, your digital analytics, and ideally your operational data sources

  • Assessing the vendor's AI capabilities - AI is transforming every corner of the CX market, from automated feedback analysis to real-time agent assistance and predictive churn modelling. The platform you select needs a credible AI roadmap that matches your ambition

  • Involving CX practitioners (not just IT) in the evaluation. The people who will use the platform daily are the best judges of whether it will drive adoption and deliver the insights the business needs

  • Evaluating the vendor's professional services and customer success model - CX platform implementations require significant configuration and ongoing optimisation. The quality of the vendor's implementation and support capability matters as much as the product itself

  • Read the full How to Find and Select CX Software guide

FINDING
CX Technology

If you are at the early stage of a CX technology project and are not yet sure which platforms or vendors to explore, our finding services help you bring structure and objectivity to that initial assessment.

  • CX Innovation Series - looking for new ideas? Our Innovation Series brings vendors and thought-leaders to present new ideas and technologies.

Looking to find.jpg
Impartial.jpg

Customer Experience Technology Selection

Once you are ready to move into formal CX vendor selection, Viewpoint Analysis offers three distinct services depending on where you are in the process and how quickly you need to move:

  • Rapid RFI and Rapid RFP - Our super-quick approach to the old-fashioned technology selection process to go from a 'long list' to a shortlist of potential options.

  • 30-Day Selection - need to move even quicker? Our fastest technology selection process is completed in less than a calendar month!

FREE

Longlist

Builder

 

NEW - Not sure which customer experience technology vendors should be on your initial longlist? Our free Longlist Builder generates a tailored list of relevant CX vendors based on your specific experience objectives, technology category, organisation size, and budget. Answer a few questions and we produce a comprehensive report you can use as the starting point for your market assessment.

Longlist Builder.jpg
1691049276.png

FREE
RFP Template

Perhaps you might consider Viewpoint Analysis to run your customer technology selection process - but we know sometimes that isn't possible!

We provide a free version of our Rapid RFP template should you want to run your own RFP.

Useful CX Selection
Advice

The following Viewpoint Analysis resources are designed to help CX, digital, and IT leaders run better technology selection processes:

Advice.jpg
Enterprise Software Selection Playbook -.jpg

Enterprise 

Software

Selection 

Playbook
 

Our Enterprise Software Selection Playbook 2026 is the most complete instructional guide to finding and selecting enterprise technology across any market or category. The structured approach to requirements definition, market assessment, RFI, RFP, and vendor evaluation applies directly to customer experience technology selections of all types and complexities.

Can We Help?

Would you like Viewpoint Analysis to help find and select your new customer solution?  We would love to be involved in your project!

Call us

Frequently Asked Questions - Customer Experience Technology

What is the difference between CX technology and CRM software?

CRM software primarily manages the organisational side of the customer relationship - contacts, opportunities, accounts, and sales or service workflows. CX technology focuses on measuring and improving the customer's experience of interacting with your organisation - how they feel, what they think, where they encounter friction, and what drives their loyalty. The two categories overlap significantly and many organisations need both. The right architecture depends on whether your primary objective is to manage customer data and workflows (CRM) or to understand and improve the customer's lived experience (CX).

We collect customer feedback but struggle to act on it - is that a technology problem?

Often yes, but not always. Many organisations collect feedback through surveys and NPS programmes but lack the analytical capability to surface the insights that drive action. AI-powered feedback analytics platforms like Chattermill are specifically designed to solve this problem = transforming unstructured feedback at scale into clear, prioritised themes that your CX team can act on. If your feedback data is sitting unused, the right platform can unlock significant value from what you already collect.

How do we evaluate CX vendors when the category boundaries are so blurred?

Start with the specific problem you are trying to solve, not the category label. Define your primary objective - reduce churn, improve digital self-service, close the loop on feedback, improve contact centre efficiency - and then identify which technology category addresses that objective most directly. From there, we can help you build a focused evaluation that assesses the vendors genuinely capable of delivering against your specific requirement, rather than getting lost in broad feature comparisons across overlapping categories.

Do you cover contact centre technology as well as experience analytics and VoC platforms?

Yes. Customer Technology as a category covers the full spectrum of platforms that touch the customer experience - from voice of the customer and feedback analytics through to contact centre (CCaaS), journey orchestration, personalisation, and customer data platforms. We are not limited to any particular sub-category. If a technology platform serves your customer experience objectives, we can engage the relevant vendor community on your behalf.

How long does a customer experience technology selection take with Viewpoint Analysis?

Our Rapid RFI and Rapid RFP processes typically complete in six to eight weeks end to end, significantly faster than a traditional CX platform evaluation. For organisations with urgent timelines or board-level commitments, our 30-Day Technology Selection delivers a preferred vendor decision in under a calendar month.

© 2026 Viewpoint Analysis Ltd

White on Transparent.png

Viewpoint Analysis Ltd.

3rd Floor, St Paul's House, 23 Park Square South, Leeds, LS1 2ND

+44 0113 5129252

Viewpoint Analysis Ltd is a company registered in England & Wales (company number 13211084) 

St Paul's House, 3rd Floor, 23 Park Square South, Leeds, LS1 2ND.

VAT Registration Number 374 2056 05

bottom of page