What is the Customer Effort Score and why is it so powerful?

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The Customer Effort Score (CES) is a customer satisfaction measure that tracks how much effort a customer has to put into getting something done, such as solving a problem, answering a question or completing a purchase. The lower the effort, the more likely a customer is to remain loyal. This makes CES one of the most predictive customer retention metrics you can use as an organization. In this article, we answer the most frequently asked questions about CES, from how to measure it to when it’s less appropriate, so you can get started right away. Want to know in advance how modern CX solutions help with this? You can read about that below.

How is the Customer Effort Score measured?

The Customer Effort Score is measured by asking customers one focused question immediately after an interaction: “How easy was it to solve your problem?” or similar wording. Customers answer on a scale, usually from 1 to 7, where a low score means a lot of effort and a high score means little effort.

The most commonly used question wording in Dutch is, “The company made it easy for me to solve my problem.” Customers then indicate the extent to which they agree. Some organizations use a 5-point scale or a simple 3-point smiley variety, depending on the channel and target audience.

You calculate the score itself by comparing the percentage of customers reporting low difficulty (the positive scores) to the percentage reporting high difficulty. As with the Net Promoter Score, you subtract the negative group from the positive group. The time of measurement is crucial: always send the CES question immediately after the interaction, such as after a phone call, a chat conversation or the closing of a support ticket. If you wait too long, the accuracy decreases quickly.

What is the difference between CES, NPS and CSAT?

CES, NPS and CSAT each measure a different aspect of the customer relationship. The Customer Effort Score measures effort in a specific interaction, the Net Promoter Score (NPS) measures overall loyalty and willingness to recommend, and the Customer Satisfaction Score (CSAT) measures satisfaction with a specific experience or product.

When do you use which metric?

CES is best suited immediately after a service contact, such as a phone call or complaint. It answers the question: was this easy? NPS you measure periodically to understand how customers feel about your brand over the long term. CSAT you use when you want to know if a customer was satisfied with a specific moment, such as a delivery or onboarding.

How do they complement each other?

The three metrics are complementary. NPS tells you the big story, CSAT provides feedback on specific touchpoints, and CES exposes where customers experience friction in the process. Organizations that use all three get a much more complete picture of the customer journey than relying on just one metric.

Why does CES predict customer turnover better than other metrics?

CES predicts customer turnover better than NPS or CSAT because high effort is a direct reason for quitting a service. Customers rarely leave a company because they were not surprised once, but rather because they had to work too hard time and time again to be helped.

Research by CEB (now Gartner) already showed that reducing customer effort is a stronger predictor of loyalty than creating a “wow moment.” Customers who need little effort are significantly more likely to be loyal than customers who are regularly frustrated by complex processes, long wait times or having to repeat their story with each channel choice.

This ties in with a recognizable pattern in customer contact: a customer who is transferred three times before reaching the right department, or who has to explain his problem again through another channel, experiences high effort. This frustration accumulates and significantly increases the likelihood of churn, even if the final solution was correct.

What is a good Customer Effort Score?

A good CES depends on the scale you use, but as a rule of thumb, the higher the percentage of customers who say they experienced little difficulty, the better. On a 7-point scale, scores of 5 or higher are generally considered positive. A net CES of above 0 is a baseline standard; organizations that excel in customer contact aim for a positive score of +30 or higher.

Preferably compare your scores over time and by channel, not just to an industry average. A score that improves month over month is a stronger indicator of progress than an absolute number. Also note outliers by contact type: perhaps your CES for telephone contact is excellent, but for e-mail or chat is structurally low. Those differences will tell you exactly where you need to improve.

How do you use CES data to improve customer contact?

Use CES data to identify and target specific bottlenecks in the customer contact process. Segment scores by channel, by contact reason and by team to see where the most friction occurs, and use those insights to prioritize process improvements.

Practical steps to translate CES data into action:

  • Analyze low scores by contact reason: Which questions or problems structurally cause high effort? These are candidates for better self-service or smarter routing.
  • Link CES to channel data: If customers report low effort via chat but high effort via phone, you know where the priority lies.
  • Share insights with employees: Agents who see which interactions are perceived as difficult can adjust their approach and address processes internally.
  • Monitor trends after changes: Are you implementing a new IVR menu or chatbot? Use CES to measure whether customer effort actually decreases.
  • Combine with qualitative feedback: Add an open-ended follow-up question to the CES measurement so customers can explain what caused the trouble.

By structurally linking CES to your contact center technology and reporting processes, it transforms from a stand-alone measurement into a steering tool for continuous improvement.

When is the Customer Effort Score less appropriate?

The Customer Effort Score is less suitable when you want to measure the overall customer relationship, understand brand perception, or collect feedback on a product rather than a service interaction. CES is strong at the transactional level, but weak as a strategic relationship barometer.

Concrete situations where CES does not work as well:

  • Complex B2B relationships: In long-term collaborations with multiple contacts, CES measures only a small piece of the relationship.
  • Proactive communication: If you as an organization take the initiative, as in a status update or proactive notification, there is no effort from the customer to measure.
  • Product evaluations: CES says nothing about the quality of a product or service itself, only the ease of interaction around it.
  • First contact moments without difficulty: In an onboarding or informational interview, “difficulty” is not a relevant dimension; satisfaction or expectation management are then better angles.

In those cases, supplement CES with NPS or CSAT, or deliberately choose another metric that better suits the purpose of the measurement.

How Pegamento helps lower customer effort

You don’t achieve a low CES just by measuring, but by structurally eliminating the underlying causes of high customer engagement. That’s exactly where we help. We combine omnichannel contact center technology, smart routing and Agentic AI into a coherent whole so that customers get to the right person or answer faster without unnecessary detours.

What we specifically address:

  • Smart routing: Customers get directly to the right department or employee, without transferring or repeating.
  • Omnichannel overview: Phone, chat, WhatsApp and email in one platform, so employees always see the full context and customers don’t have to retell their story.
  • Agentic AI assistants: Our self-thinking AI assistants not only take instructions, but act independently and take the initiative on frequently asked questions and repetitive processes, allowing specialists to focus on more complex issues.
  • Insight and reporting: Centralized dashboards that show why customers contact you and where the friction is, so you link CES data directly to improvement actions.

Everything under one roof, from implementation to management and support, without silos or complex vendor coordination. Want to discover how we make your customer contact easier for both customers and employees? Get in touch and we’d love to think with you.

Frequently Asked Questions

Hoe vaak moet ik CES-metingen uitvoeren om betrouwbare data te verzamelen?

De frequentie van CES-metingen hangt af van het volume van je klantinteracties. Bij een hoog contactvolume heb je al binnen enkele weken genoeg data om betrouwbare trends te zien; bij lagere volumes is een maandelijkse analyse realistischer. Belangrijk is dat je elke relevante interactie consistent meet, niet steekproefsgewijs, zodat je geen vertekend beeld krijgt van specifieke kanalen of contactredenen.

Wat is een goede responsrate voor een CES-enquête en hoe verbeter ik die?

Een responsrate van 20–30% wordt doorgaans als acceptabel beschouwd voor transactionele klanttevredenheidsmetingen, maar hogere percentages geven uiteraard betrouwbaardere data. Je verbetert de responsrate door de enquête zo kort mogelijk te houden (één kernvraag plus eventueel een open vervolgvraag), het verzoek direct na de interactie te versturen en het kanaal te kiezen dat aansluit bij de klant, zoals SMS na een telefoongesprek of een in-chat pop-up na een chatconversatie. Vermijd lange inleidingen of meerdere vragen tegelijk, want dat verlaagt de kans op invulling aanzienlijk.

Kan ik CES ook inzetten voor interne processen of alleen voor klantcontact?

CES is primair ontworpen voor klantgerichte interacties, maar het principe, het meten van inspanning om iets gedaan te krijgen, is ook toepasbaar op interne serviceprocessen, zoals IT-helpdesks of HR-dienstverlening aan medewerkers. Je meet dan de moeite die een medewerker moet doen om een vraag beantwoord te krijgen of een proces te doorlopen. Dit geeft waardevolle inzichten in interne knelpunten en kan de medewerkerstevredenheid en productiviteit verbeteren.

Welke veelgemaakte fouten moet ik vermijden bij het implementeren van CES?

De meest voorkomende fout is het te laat versturen van de CES-vraag: wacht je langer dan een uur na de interactie, dan daalt de nauwkeurigheid van de herinnering en daarmee de betrouwbaarheid van de score. Andere valkuilen zijn het meten zonder segmentatie (zodat je niet weet welk kanaal of welke contactreden de score beïnvloedt), het ontbreken van een open vervolgvraag waardoor je niet weet wát de moeite veroorzaakte, en het verzamelen van data zonder een intern proces te hebben om er daadwerkelijk op te acteren. CES is pas waardevol als het gekoppeld is aan concrete verbeteracties.

Hoe betrek ik mijn klantenserviceteam bij het verbeteren van de CES-scores?

Deel CES-resultaten actief en transparant met je medewerkers, niet alleen als managementrapportage maar als directe feedbacktool op teamniveau. Laat agenten zien welke interactietypen als moeizaam worden ervaren en bespreek samen wat de onderliggende oorzaken zijn, zoals onduidelijke procedures, ontbrekende bevoegdheden of gebrekkige systemen. Medewerkers die begrijpen hoe hun handelen de klantinspanning beïnvloedt, zijn gemotiveerder om verbeteringen aan te dragen en intern te signaleren waar processen vastlopen.

Is CES ook geschikt voor e-commerce en selfservice-omgevingen, of alleen voor live klantcontact?

CES is juist ook zeer geschikt voor selfservice-omgevingen, zoals een kennisbank, een FAQ-pagina of een bestelproces. Je kunt na een zoekopdracht of het bekijken van een helpartikel vragen: ‘Heeft deze pagina je geholpen je vraag op te lossen?’ of ‘Hoe eenvoudig was het om je bestelling te plaatsen?’ Lage scores in selfservice-kanalen wijzen op hiaten in je content, onduidelijke navigatie of een te complex afrekenproces, en dat zijn waardevolle signalen om de digitale klantreis te verbeteren zonder dat er een medewerker aan te pas komt.

Hoe lang duurt het voordat CES-verbeteringen zichtbaar effect hebben op klantbehoud?

De doorlooptijd verschilt per type verbetering: een procesaanpassing zoals betere routering of een duidelijkere IVR-structuur kan al binnen enkele weken leiden tot meetbaar lagere CES-scores. Het effect op klantbehoud en churn is een trager proces en wordt doorgaans zichtbaar over een periode van drie tot zes maanden, afhankelijk van je klantcontractcyclus en de ernst van de oorspronkelijke knelpunten. Monitor daarom zowel de CES-trend op korte termijn als retentiecijfers op langere termijn om het volledige effect van je verbeteringen in kaart te brengen.

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