What It Takes to Execute a Successful CRO Program in 2025

Picture of Simbar Dube

Simbar Dube

Simba Dube is the Digital Marketing Lead at Invesp. He is passionate about marketing strategy, digital marketing, content marketing, and customer experience optimization.
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The value that Conversion Rate Optimization (CRO) brings to the table is now indisputable. Although we still come across top executives who are still skeptical of its value, the CRO concept has proved its worth to the mainstream.  However, most organizations’ implementation of a CRO program is still not optimal, which could be why some managers are still skeptical.  While the outcomes associated with a good CRO program are obvious, ranging from improved conversions to high retention rates, the suboptimal optimization program’s consequences are frequently overlooked. And they can hurt your business where it matters the most – ROI So, when can you be sure that you can execute a successful CRO program?  Well, pay attention to the following components, and you will get there: 

Step 1: Choose the Right CRO Tools

In the 1910s, Henry Ford introduced the assembly line, revolutionizing the automotive industry. Production got faster. Results became trackable. Mistakes got fixed quickly. Choosing the right CRO tools is your website’s version of that assembly line. CRO tools help you:
  • Understand why visitors aren’t converting into leads or customers
  • Identify possible changes to make to your website to increase conversions
  • Test changes you make to your site for the highest conversion rates
And just like factories couldn’t grow without a system, you can’t grow conversions without the right CRO setup. CRO tools generally fall into three interlocking categories:
  • Analytics tools: They track what is happening (pageviews, bounce rates, funnel drop‑offs). For example, Google Analytics (GA4), Mixpanel, Adobe Analytics, Plausible.
  • Customer behavior research: They show why users behave the way they do. This includes heatmaps, session replays, on‑page surveys, and usability tests. For example, FigPii, VWO Insights, Hotjar, UserTesting.com.
  • Experimentation tools: These tools let you validate changes with real users (A/B, multivariate, split‑URL tests). For example, FigPii, VWO testing, AB Tasty.

Analytics Platforms: Tracking What’s Happening

Without web analytics, you wouldn’t know what’s happening on your site. And when you don’t know what’s going on on your site, there’s no way you will know how to improve your website.  Analytics tools like GA4 provide you with numerical, quantitative data about your website and its visitors, offering insights into metrics such as sessions, session duration, drop-offs, bounce rate, and more.  They answer questions like:
  • Which pages are leaking the most traffic?
  • Where do people bounce, abandon, or stall?
  • Which campaigns actually drive high-value users?
  • Which devices or browsers are my visitors using to access my website?
  • How many visitors are leaving my site without converting? 
Here’s what GA4 data actually looks like, showing things like engagement rate, bounce rate, and conversions for each traffic source.
Google Analytics (GA4) analytics report

A GA4 report showing engagement rate, bounce rate, and conversions broken down by traffic source (Source)

These tools are about measurement. They tell you what’s happening on your site, so you can assess the health of your site before developing a solution. Most companies usually start with Google Analytics (GA4). Google Analytics 4 (GA4) is installed on more than 56% of all websites globally, making it the default analytics layer for marketers everywhere. But simply installing GA isn’t enough to drive conversions. 
  • GA4 doesn’t automatically map out your entire customer journey. You’ll see which pages people visit, but not why they left.
  • Without Enhanced Ecommerce—GA’s advanced setting for tracking product impressions, add‑to‑cart rates, and checkout steps—you’ll miss the story behind how buyers actually move (or don’t) through your store.
  • If you’re not configuring events and goals, you’re blind to micro‑conversions—the small steps that signal intent, like clicking a product video or checking a size chart.
As Khalid Saleh, CRO expert, co‑author of the bestselling book about Conversion Optimization and co-founder of Invesp, puts it:
“Most companies we work with already have Google Analytics installed on their site. The challenge is that GA out of the box does not give you all the information you need to improve conversions. It merely reports page metrics. When you are to increase conversions, you have to look at the whole customer journey on your site. Because of that, you have to do further set up in Google analytics. If you are an ecommerce site, having enhanced ecommerce and making sure that it is configured correctly is a must. In addition, you have to configure two things: 1. events for different actions on the site, and 2. Different goals and funnels to track how visitors navigate around the site.“
You can delve deeper into how to utilize Google Analytics to enhance conversions here

And while GA4 is the go‑to for most companies, it’s not the only option. On many CRO projects, we also use tools like Adobe Analytics and Heap, each offering its own strengths for tracking user behavior.

Not sure those are the right fit for you? We’ve put together a broader list of analytics platforms worth exploring. Check out the full list for the best website analytics tools here.

Customer Behavior Research Tools: Seeing Why Visitors Act the Way They Do

If analytics tools like GA4 answer the “what’s happening?” question, behavior research tools answer the “why is it happening?” question.

Analytics gives you the numbers: 42% of users left your pricing page, the bounce rate on mobile is 61%, and checkout completion is lagging. But numbers alone don’t tell the full story. 

As the book Making Websites Win puts it: “Numbers tell you what’s wrong. Stories tell you why it’s wrong. You need both if you want to change the outcome.” Behavior tools provide the stories. 

They let you step into your visitors’ shoes and see your website the way they do, helping you identity even the smallest moments of confusion or frustration that lead to a drop-off.

After your analytics data flags that 42% of users left your pricing page, a behavior tool might show you why: maybe visitors hovered over the “Enterprise Plan” for 30 seconds before giving up, or they kept scrolling because the call-to-action wasn’t visible without extra effort.

Here’s everything behavior research tools answer that analytic tools can’t:
  • Where do users rage-click or hesitate?
  • Which form fields frustrate them?
  • Are they scrolling far enough to see my CTA?
  • What are they saying—literally—in on-page feedback?
Instead of a spreadsheet of bounce rates, you’re looking at:

  • Heatmaps showing where users click, scroll, and hover.
  • Session recordings revealing the exact moment they get stuck.
  • On-page surveys and polls capturing their thoughts as they browse.

FigPii heatmap example

FigPii’s heatmap reveals “hot zones” where users are actively engaging (red and yellow) and “cold zones” they’re ignoring (blue), helping you understand where attention flows on a page (Source)

At Invesp, we use our proprietary CRO tool FigPii for this type of customer behavior analysis—a powerful option that combines heatmaps, session replays, surveys, and A/B testing all in one.

Because FigPii was built by CRO practitioners (yes, by the same team behind Invesp), it’s designed with optimization in mind. Instead of juggling 3–4 tools, you can run heatmaps, watch recordings, deploy exit-intent polls, and even test variations. And you can do it all from the same dashboard.

But knowing these tools exist isn’t enough, you have to use them with intention. Here’s how to get the most out of them:

  • Start with heatmaps. Run them on high-traffic pages like your homepage, top product pages, and checkout.
  • Watch session recordings, but with focus. Don’t binge-watch like Netflix. Filter by sessions where users dropped off or completed key actions.
  • Deploy micro-surveys. Ask visitors one simple question at the right moment—for example, “What’s stopping you from checking out today?”—to get gold-standard insight.
  • Close the loop. Feed those observations into your analytics data and hypothesis list for testing.

CRO testing tools: compare and measure changes on your website

Once you know the what and the why on your website, you’d want to make some changes to your website to make it perform better, right? But how will you know if the changes you made are working for or against you? How will you measure the effectiveness of the changes you made on your website?  Enter CRO testing tools.  Testing tools can help you compare and measure the effectiveness of changes to see which variations perform better in terms of conversions.  But in order to launch A/B tests or split tests on your site, your website has to have a certain number of visitors and conversions per month. According to Khalid: 
When you’re only getting 100, 200, or 300 visitors per week, it’s difficult for conversion optimizers to really figure out intent. You probably should get more traffic. You are better off focusing on SEO or PPC and bring more visitors to the site. At least drive significant traffic like 10,000 or 20,000 visitors in order for us to figure conversion problems on your site.”
So, does this mean that if you have little traffic on your site you can’t do conversion optimization? Not really, CRO can be done on any site. You might not be able to run A/B tests, but you can still optimize.  In fact, when A/B testing is off the table, you still have alternatives:  User testing or usability testing. This type of testing is ideal for verifying optimization changes. The only pitfall to making changes based on user testing insights (and when your website has low traffic) is that it can take a couple of months before you see the results.  Tree testing and card sorting. This type of testing is suitable for optimizing navigation, but it can be very complicated. This is because navigation is one of the most difficult website elements to optimize and test. And the testing doesn’t include front-end tweaks that affect elements on the interface, but they include back-end as well as site architecture changes.  You can rely on the following CRO testing tools: 

2. The team make up

It goes without saying that a dedicated CRO team is a crucial lever for a successful CRO program. This means that the way you build and structure your team is as important as the CRO program itself.  Having said that, so how does one go about structuring a CRO team?  Well, there are three team structures to choose from: 
  • A centralized structure
  • A decentralized structure 
  • A hybrid structure
From the above-mentioned structures, the one that you have to go with has to be determined by the characteristics of your organization. To make you understand, let’s breakdown the three CRO team structures one-by-one: 

Centralized CRO team

This is probably the most common type of CRO team structure out there. 
As you can see from the diagram above, a centralized CRO team model has all the knowledge concentrated in the same place. This means that this method allows the CRO team to be aware of the performance of the entire site and business, and it paves way for a strategic approach to optimization that includes the entire funnel. 

Decentralized CRO team structure

Unlike the centralized model, optimization knowledge in the decentralized method is dispersed among different teams from several departments. This means that there are multiple teams responsible for optimization. 
As shown in the diagram above, every department within an organization has people who are in charge of the optimization strategy. This approach is more common in SaaS companies – where teams want to move at their own pace, manage their own budgets separately, and operate outside of the marketing bubble.  Decentralized models are not a sure bet. If not carried out in a proper way, it can cause chaos by leading to inter-divisional rivalry. Each department might be tempted to build its own empire at the expense of others. Problems of coordination and control may also arise and once this happens, whatever is learned during the optimization process might not be shared with optimization teams from other departments. 

Hybrid CRO team structure 

This approach blends the decentralized and centralized CRO team models into one structure. The idea behind the hybrid model is to merge the strengths of each traditional approach, resulting in a solid conversion optimization strategy that drives the company.    As highlighted in the image above, the centralized team manages projects, analyzes, and shares results and learnings among all optimization teams from different departments. It’s also the responsibility of the centralized team to see to it that department projects are aligned, and there are no conflicts ensuing among different teams.  This approach can smoothly move the whole business forward if there are organized and ample resources (internal newsletters, sharing of learnings, meetings, etc.) in the organization.  The final point on the makeup of the CRO team: no matter the model you use in building and structuring a CRO team, make sure that there are no data silos (everyone should have access to pretty much every data in the company) and there always has to be sharing of knowledge to help spread the CRO culture. 

3. The CRO Budget 

Remember the adage, you need money to make money Well, that adage rings true in the world of conversion optimization.  An effective CRO program requires an investment of money. The good news is that conversion optimization is all about dollars and cents – this means that you’re bound to see its positive impact on your bottom line if the program is executed by experts.  We have a whole article on this blog that delves into details about the cost of hiring a CRO firm. So, in this section, I will only shine the spotlight on the main categories you must think of when budgeting for a CRO campaign. 

Human Capital 

Whether you hire an external CRO consultant or a firm, you need to pay them for the services rendered. The same applies to building an in-house team – but this usually costs more than outsourcing your CRO program to an agency.  An in-house CRO team would ideally need at least one expert each in the area of project management, strategy, UX design, data science, and a full stack developer. If you do the maths, you’d see that you will have to fork out nearly half a million dollars annually. 

Duration of the project

Considering that conversion optimization is an ongoing process, you might not really see the real results if your CRO budget only covers two or three months. The minimum you should think about is six months. This is because it takes some considerable amounts of time to do conversion research, and you might need to run a couple of tests (and depending on the amount of your traffic, one test can take a few weeks to run) to get the desired outcome.  

Cost of tools used on the project

Besides the human capital and duration of the project, you will also need to consider the cost of equipment needed to execute the project. This amount usually depends on the agency/consultant you engage and the features you require. The tools you will need typically include all of the above CRO tools: web analytics tools, user behavior analytics tools, and testing tools. 

Costs of implementing the A/B tests 

This is a common cost when working with an agency and you don’t have developers who can implement the A/B testing codes for you. However, this amount is not fixed. It usually depends on the number of A/B tests launched during the course of the program. Some CRO projects will need your CRO team to implement two or three tests on a monthly basis, while others may require the implementation of 8 to 10 tests. 

Cost of hardcoding AB test winners on the site

When you launch an experiment and the winner that is not the default design on your site, you’d then need someone to write a production-ready code and to permanently deploy the winning variation on the site. This particular cost will only occur when you don’t have expert developers who can implement the winning variations. It’s also not a fixed cost, as it only applies when your CRO program generates an uplift better than the default design. 

4. The Methodology 

How you do conversion optimization matters. A successful CRO program requires a well-defined process. This is key. Without a well-defined process, a CRO program can lack direction. Having a CRO methodology to follow, you’d know which issues to focus on first and which ones should you ignore. In other words, following a CRO process will serve you time and resources. 
Here at Invesp, our CRO team follows a detailed SHIP optimization process and the Conversion framework to determine what areas of a website are not working and how to fix them. Our CRO team tends to spend much time dwelling on two stages: the scrutinize and the propagate stage.  Each and every stage of the process is very important, and it should be done thoroughly. However, sometimes you have to adjust accordingly, depending on factors such as the duration of the project.  According to Khalid: 
“Yes, you need to follow a process. But at the same time, you need to know that there are always specifics to every site so you need to know when to follow the process, and when to divert from the process. Sometimes, there are instances where you need to adjust the process.”
One last thing you need to know about having a documented CRO process is that it gives you directions on how things are done; and then provides the focus for making things better, and how they are done determines how successful your program will be.

5. Setting the right expectations 

Setting the right and transparent expectations before diving into the CRO project is an imperative thing to do. As a service-based company that offers website conversion optimization services, we have learned over the years that expectations are either the road to bliss or damnation.  Sometimes we are approached by clients who want us to increase their conversion rate by 500%. That’s a definition of a ridiculous and unrealistic expectation.  Since we are talking about transparency in this section, let me come out and say it: most of the case studies you see talking about 300%, 400%, or 500% increase in conversions are incomplete and inaccurate.  So, how do you deal with expectations?  As we start discussing a potential project, we educate clients about the fundamentals of CRO and help them understand the process we use. It’s important to know that not all tests you will launch will result in an uplift in conversions. Research studies show that only 1 out of 8 A/B tests have winning results Some good news, though. You can get some insights from these failed or inconclusive A/B tests – and they will help feed into the overall marketing plan that will eventually help you increase your conversions.  So there you have it. In the end, it all comes down to creating a genuine connection. How do you achieve that? Well, it all starts and ends with making sure that everyone involved in the program is on the same page before you delve into the project. 

6. Good project management

Project management is that piece of the puzzle that many CEOs relegate to the backseat of a conversion program. But its importance in a CRO program can’t be overstated.  Better CRO project management = better CRO programs.  When project management is done right, it helps the CRO program run more smoothly. And it allows both teams involved in the project to focus on the issues that matter, free from the distractions that can happen during the project.  Good project management is even more essential when you have a high testing velocity of about three, four, or more tests per month.  Why?  Because when you conduct many tests, you are more likely going to spend time structuring the tests; doing QA on all variations making sure that there are no bugs to skew your data, and this might result in failure to track the insights that matter the most.

Conclusion

A successful CRO program takes a lot of commitment from all parties involved. There are no shortcuts to achieving the ultimate goals of your business through a proper CRO program. You should be ready to invest a lot of time, effort, patience, and money in this goal. When you pay close attention to the key components of a good CRO program, it will be easier for you to develop a logical, successful plan that will drive your entire business forward. 
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Picture of Simbar Dube

Simbar Dube

Simba Dube is the Digital Marketing Lead at Invesp. He is passionate about marketing strategy, digital marketing, content marketing, and customer experience optimization.

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