2025 Scaled Customer Experience Benchmark report

Personalization, automation & AI have crossed from nice‑to‑have to table stakes. See how hundreds SaaS leaders are keeping up.

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  • 33%

    reach > 50 % of customers with a tailored journey

  • 36%

    cite CSM bandwidth as
    their #1 blocker

  • 72%

    say AI will be critical
    to CS by 2026

  • Personalization confidence
vs. real reach (52 % ↔️ 33 %)

  • High-performer playbook: 3 tactics that drive 3× expansion ARR

  • 4-stage playbook-maturity rubric (from “manual heroics” to “AI-orchestrated”)

  • Top blockers to scaling digital CS—bandwidth, data gaps, content upkeep

“If I could add one capability for 2025, I’d choose a unified personalization layer across all touchpoints, one that leverages AI to auto-adapt based on lifecycle stage, intent signals, and tech stack maturity because it would enable consistent, context-aware experiences at scale while improving both customer outcomes and operational precision”.
Zara Palevani, Director at merkle
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