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n. 481 January 2013 ISSN: 0870-8541 ’Welcome to the experience economy’: assessing the influence of customer experience literature through bibliometric analysis Hélder Ferreira 1 Aurora A.C. Teixeira 1,2,3 1 FEP-UP, School of Economics and Management, University of Porto 2 CEF.UP, Research Center in Economics and Finance, University of Porto 3 INESC Porto and OBEGEF
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n. 481 January 2013

ISSN: 0870-8541

’Welcome to the experience economy’: assessing theinfluence of customer experience literature

through bibliometric analysis

Hélder Ferreira 1

Aurora A.C. Teixeira 1,2,3

1 FEP-UP, School of Economics and Management, University of Porto2 CEF.UP, Research Center in Economics and Finance, University of Porto

3 INESC Porto and OBEGEF

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1

‘Welcome to the experience economy’: assessing the influence of customer experience

literature through bibliometric analysis

Hélder Ferreira

[email protected]

Faculdade de Economia, Universidade do

Porto

Aurora A.C. Teixeira

[email protected]

CEF.UP, Faculdade de Economia,

Universidade do Porto; INESC Porto;

OBEGEF

Abstract

Some publications strongly influence how research in a field evolves and in which direction,

particularly by introducing and developing new concepts and insights. The analysis of such

seminal publications is an interesting way to examine a scholar‟s or a theory‟s influence on a

discipline. It is a sound and valuable method for introducing newcomers to a field, while also

providing incumbent researchers with thorough and encompassing updates. In the last few

years there has been increasing interest from both academia and practitioners in the topic of

customer experience. Pine II and Gilmore‟s article published in 1998 in the Harvard Business

Review („Welcome to the experience economy‟) is seen by many as a key forerunner in this

area of research. The present paper explores the „small world‟ of Pine II and Gilmore, based

on bibliometric tools. An in-depth analysis of the scientific influence of this article was

performed, based on the citations it has received since it was published (1998) to 2012. The

results confirm the broad scope of influence of the concept of „customer experience‟. Indeed,

Pine II and Gilmore‟s article has been cited by authors from a wide range of scientific areas,

not only in business and management but also tourism, sport, leisure and hospitality.

Moreover, measurement and innovation emerge as underrepresented sub-topics within

customer experience research. Finally, an appeal is made for more quantitative-led research in

this field of study.

Keywords: Customer experience; Scientific influence; Bibliometrics; Citations

JEL-Codes: M39; C89

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1. Introduction

At the end of the 20th

century, Pine II and Gilmore (1998) wrote about how economies change.

They contended that experience economy was a new type of economy, after the development

of the agrarian, industrial and service economies. For these authors, experiences are personal

and unique, based on an individual‟s interpretation of events. They reflect the emotional

response to a stimulus during service delivery and are dependent on many contextual factors

which challenge organizations to control and manage customer experience and their emotions.

The emergence of experience economy is not accidental but rather an inevitable trend (Zhang,

2010). According to Knutson and Beck (2004), there are three converging factors in

experience economy: technology, more demanding consumers, and increasing competition. In

this era of experience economy, delivering appropriate services to customers is an important

concern for service firms (Hsieh, 2011) that are increasingly managing customer experiences

to promote differentiation and customer loyalty (Zomerdijk and Voss,2010).

According to Zomerdijk and Voss (2011), experiential services, whose focus is on the

experience of customers, is an emergent scientific area, and for many service organizations

designing customer emotions is a new territory.

„Experience‟ is indeed a new and exciting concept in marketing, academia and practice

(Schmitt, 2010), clearly reflected in the increasing number of related studies. However, it is

useful to understand how this concept has influenced research in business and economics, in

general, and marketing, in particular. In this latter area, it might be interesting and useful to

assess the evolution of the concept.

In order to adequately and comprehensibly examine and understand the impact that „customer

experience‟ has had in the area of management, a review of the state of the art of the literature

requires a proper methodological approach (Creswell, 2009). Complementing traditional

qualitative methods of literature reviews (Ramos-Rodriguez and Ruiz-Navarro, 2004), the

present study departs from the seminal article of Pine II and Gilmore (1998), “Welcome to the

experience economy”, and scrutinizes its scientific influence by main scientific areas, outlets,

and geographical scope.

Although for Palmer (2010) the multi-dimensional, situation-specific nature of customer

experience favours qualitative rather than quantitative measurement approaches, given that

many studies of customer experience are essentially conceptual ideas or descriptive guidelines

(Chang and Horng, 2010), we use bibliometric techniques to review this literature, as it serves

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3

to identify and better understand potential patterns and, arguably, the evolution of a stream of

research or topic (Silva and Teixeira, 2009; Ferreira, 2011). As in Vieira and Teixeira (2010)

and Teixeira and Mota (2012), this paper departs from the hypothesis that the references used

in a research article are an indication of their impact on the literature.

The paper is structured as follows. The next section (Section 2) provides a qualitative

overview of the seminal work in the area of customer experience aimed at defining the key

concepts and issues. Then, Section 3 puts forward the main advantages of resorting to

bibliometric techniques to review the literature in a given area. Specifically, the main

procedures underlying such exercises are described. The main results of the bibliometric

account are presented in Section 4. Finally, the conclusions discuss the main findings and

point out the future key challenges for the area in analysis.

2. The experience economy: its importance, related concepts and sub-topics

2.1. The importance of experience economy

According to Pine II and Gilmore (1998), the type of economy has changed over the years and

can be categorized into four stages. The first was agriculture, followed by manufactured

goods, then services, and finally experiences. Each change from commodities, products and

services to experiences represented a step up in economic value. For these authors,

„experience‟ can be seen as a new and distinct economic offering that should be consistent in

theme and engage the customers‟ five senses. It has to be personal, unique, memorable and

sustainable over time.

The authors contend that producers are seeking to distinguish their products from increasingly

undifferentiated competitive offerings and service companies are looking for the next higher

value. Also, in areas like advertising, advertisers face several message options (e.g.,

„functional benefit claims‟ versus „experiential claims‟) when they position a new brand in

well-established categories (Samuelsen and Olsen, 2010). Likewise, customers are looking for

memorable experiences (Hudson, 2010). For instance, in the case of wine tourism, existing

research reveals that wine tourists look for dining, shopping, cultural and recreational

activities along with authentic products and experiences that reveal the importance of hedonic

and experiential consumption theories (Quadri-Felitti and Fiore, 2012).

Several researchers have put forward „experience‟ concepts, such as the concept of „tourism

experience‟, which has become a focal point for current tourism research and management

(Tung and Ritchie, 2011), „commercial experience‟ as a new type of business offering,

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distinct from goods and services, which provides higher customer value and engage customers

in an inherently memorable way (Poulsson and Kale, 2004; Lilja et al., 2010), or service

experience which includes four key theatrical components, namely: 1) the actors (service

personnel); 2) the audience (consumers); 3) the setting (physical evidence); and 4) the service

performance itself (Chang and Horng, 2010), to name a few concepts. It could further be

defined as “the customer's cognitive and affective assessment of all direct and indirect

encounters with the firm relating to their purchasing behaviour” (Klaus and Maklan, 2012:

10), and customer experience (management) in retail is a relevant concept for managers

(Verhoef et al., 2009; Grewal et al., 2009).

In this line of reasoning, experience comes from the feelings of different customers which

sometimes they cannot easily express, making it impossible for companies to satisfy every

customer (Zang, 2010). This challenges the companies to design, manage and assess/measure

the customers‟ experiences (Maklan and Klaus, 2011).

According to Johnston and Kong (2011: 5), who referred to Pine II and Gilmore (1998, 1999)

as “some of the first writers to address the notion of the customer experience”, there appears

to be three main areas covered in the current literature on customer experience: the

importance of the customer experience; the nature of customer experience; and the design of

customer experience. Gross and Pullman (2012) focus their work on the concept of

experience design in the service industry, whereas customer experience management is

referred to by Schmitt (2010) as another concept which has gathered attention from academics

and practitioners, since it has become imperative to assess (Garg et al., 2010) and measure the

service/customer/brand experience (Brakus, 2009; Kim et al., 2011; Klaus and Maklan, 2012).

2.2. The concept of customer experience

Broadly speaking, „experience‟ is an interaction between a company (brand/product/service)

and a customer, being shaped by the characteristics of the customer and those of the product,

company or brand, and always influenced by the context/environment in which the interaction

takes place (Same and Larimo, 2012). Similarly, for Schmitt (2010), „customer experience‟

can be defined as perceptions, feelings, and thoughts that customers have when they

encounter products and brands in the marketplace and engage in consumption activities as

well as the memory of such experiences. According to this author, experiences may be evoked

by products, packaging, communications, in-store interactions, sales relationships, events, and

they may occur as a result of online or offline activities. However, according to Johnston and

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Kong (2011), there appears to be a good deal of confusion in the literature about the definition

of an experience and its distinction from a service. For these authors, a „product‟ is a thing,

whereas a „service‟ is an activity or a process which involves the treatment of a customer;

while „customer experience‟ is their personal interpretation of the service process and their

interaction and involvement with it during their journey or flow through a series of touch

points.

Scholars from a wide range of fields, including marketing, philosophy, cognitive science, and

management practice (Brakus et al., 2009; Walls et al., 2011; Same and Larimo, 2012) have

categorized „experience‟ in various ways, leading to a multiplicity of definitions, sometimes

with seemingly circular references (Palmer, 2010) but none of which were really able to cover

its essence holistically (Garg et al., 2010).

Thus, from this brief qualitative literature review, it is apparent that the frequent use of the

term „experience‟ tends to focus on different elements, distinct lexical definitions and diverse

perspectives (Same and Larimo, 2012), which is revealing of the concept‟s broad application

(Walls et. al., 2011; Maklan and Klaus, 2011) and poses challenges to its clear-cut

understanding (Same and Larimo, 2012).

Same and Larimo (2012) stress that further empirical research is needed to understand the

experience construct and its impact on customers who are no longer „inert purchasers‟ but

„co-producers‟ (Walls et al., 2011). In other words, in experience economy, customers

become an essential part of the companies‟ offerings (Zang, 2010) and they want to

participate (Poulsson and Kale, 2004). Hence, it is important to bear in mind the recent

developments in marketing that promote the exploitation of intangible elements linked to the

emotional value perceived by customers and not only the rational value from classical

economic theory (Gentile et al., 2007). Additionally, according to Klaus and Maklan (2012),

experiential theorists suggest that consumer behaviour is not purely rational, but that it is

determined by the customer experience which consists of a rational and emotional assessment.

In line with this reasoning, Table 1 lists a number of studies that have investigated and

detailed the „experience‟ concept, highlighting the distinctions and similarities and the

scholars‟ and practitioners‟ perspectives of the dimensions of customer involvement (e.g.,

emotional, rational). However, despite the various dimensions of experience, each stimulus

(e.g., colours, slogans, shapes …) does not have a „one-to-one correspondence‟. For example,

colour can lead to a sensory experience, but may also result in an emotional or intellectual

experience (Brakus et al., 2009). Thus, departing from Gentile et al. (2007) but including

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more dimensions (as mentioned in Table 1), the „customer experience‟ could be defined as a

set of interactions between a customer and a product, a brand, a service, a company or part of

its organization, which provokes a reaction as a result of an ordinary or extraordinary

experience (Walls et al., 2011). The experience is strictly personal and subjective implying

the customer's involvement at different levels, such as the emotional, affective, spiritual,

physical, sensorial, behavioural (e.g., lifestyle), intellectual, cognitive, rational (functional and

utilitarian), and relational or social. However, this does not mean that all dimensions would be

involved in the customer‟s experience simultaneously. Moreover, the evaluation of the

experience depends on the relation between the customer‟s expectations and the stimuli

coming from the interaction with the company at different moments, the different touch-

points (Gentile, 2007), and those elements which the company can control as well as those it

cannot (e.g., other customers) (Verhoef, 2009).

Complementarily, for Pine II and Gilmore (1998), the more senses an experience engages

with, the more effective and memorable it can be. According to these authors, each customer

can be related with experience in at least two ways: 1) absorption or immersion level; and 2)

active or passive participation. Furthermore, consumers can be engaged in distinct types of

experiences, namely entertainment, education, aesthetic (including visual, aural, olfactory,

and tactile aspects), and escapism (e.g., in retail and events contexts) (Pine II and Gilmore,

1998).

Thus, it is impossible to escape from creating an experience on every occasion in which a

company/brand (e.g., a retailer) interacts with a customer. Such events imply that a customer

could have a single experience or a range of experiences as a consequence of these actions

(Terblanche, 2009), or as a result of the service (or product) that a customer is buying or

receiving, which could be good, bad or indifferent (Berry et al., 2002; Johnston and Kong,

2011).

Based on the existing literature, it is consensual among scholars that, with the

commoditisation of products and services, companies have to learn how to design, create,

deliver and manage experiences that customers are ready to pay for, in order to obtain

corporate reputation, to achieve competitive advantage and differentiate themselves from

competitors, to create value and be difficult to imitate (Pine II and Gilmore, 1998; Pullman

and Gross, 2004; Verhoef et al., 2009;Terblanche, 2009;Zomerdijk and Voss, 2010; Chang

and Horng, 2010; Klaus and Maklan, 2012). In this sense, it is expected that companies

offering memorable experiences that invoke emotions will achieve higher levels of loyalty

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7

and repeat purchases (Stuart, 2006). Also, according to Lemke et al. (2011), an effective

management of the customer experience across all touch points is the key to building

customer commitment, retention, and sustained financial success.

Thus, „customer experience innovation‟ has emerged as a hot topic within the literature on

customer experience, side by side with the important, although more standard, topics of

„customer experience management‟, „customer experience design‟ and „measuring

experience‟. The next section discusses such topics starting with the most standard ones.

2.3. Main topics addressed in the existing literature on customer experience

2.3.1. Customer experience management

Customer experience management is both a topic and a concept that can be defined as a set of

frameworks, tools, and methodologies to manage customer experiences across channels,

interaction and transaction with a company, product, brand or service (Schmitt, 2003, 2010).

Pine II and Gilmore proposed five steps to develop a coherent theme to stage the experience:

1) theme the experience; 2) harmonize impressions with positive clues; 3) eliminate negative

clues; 4) mix in memorabilia; and 5) engage all five senses. Similarly, Schmitt (1999)

contributed with the experiential marketing concept, considering it as a marketing planning

tool, based on actions at the tactical and operational level (Same and Larimo, 2012).

Several authors have underlined that companies should carefully consider their positioning

strategies before engaging in experiences in order to avoid inconsistencies (Walls et al.,

2011). Hence, managing customer experience can be seen as a crucial strategic „ingredient‟

for service organizations (Maklan and Klaus, 2011), leading additionally to cost reductions

and efficiency gains (Same and Larimo, 2012). However, a systematic management of the

customers‟ experiences is needed to maintain an emotional customer connection with an

organization (Berry and Carbone, 2007). This requires a long-term strategy which includes a

shared vision between customers and providers, commonly negotiated experiences, and

continuous collaboration (Tynan and McKechnie, 2009).

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8

Ta

ble 1

: Defin

ition

s of c

usto

mer

exp

erien

ce by

dim

en

sion

s of cu

stom

er in

vo

lvem

en

t

Stu

dies

Area o

f stud

y

Defin

ition

Dim

ensio

ns o

f custo

mer in

volv

emen

t

Emotional

Affective

Spiritual

Sensorial

Physical

Behavioural

Intellectual

Cognitive

Rational

Relational

Social

Pin

e II and

Gilm

ore

(199

8,1

99

9)

„Pio

neers‟ in

Exp

erience

econ

om

y

“Exp

eriences are in

heren

tly p

erson

al, existin

g o

nly

in th

e min

d o

f an in

div

idual w

ho h

as

been

engag

ed o

n an

emotio

nal, p

hysical, in

tellectual, o

r even

spiritu

al level”

X

X

X

X

X

Sch

mitt

(199

9;

2003

;2010

)

Exp

eriential m

arketin

g

and

(custo

mer ex

perien

ce m

anag

emen

t)

Exp

erience m

arketin

g can

deliv

er senso

ry, em

otio

nal, co

gnitiv

e, beh

avio

ural an

d relatio

nal

valu

e to cu

stom

ers, to w

hich

social an

d in

form

ational b

ased v

alue can

be ad

ded

. X

X

X

X

X

X

X

X

Gen

tile et al. (2

00

7)

Em

pirical in

vestig

ation

: to

und

erstand th

e specific ro

le of

differen

t exp

eriential featu

res in

the su

ccess achiev

ed b

y so

me

well-k

now

n p

rod

ucts.

“Th

e Cu

stom

er Exp

erience o

rigin

ates from

a set of in

teractions b

etween

a custo

mer an

d a

pro

duct, a co

mp

any, o

r part o

f its org

anizatio

n, w

hich

pro

vok

e a reaction

. Th

is exp

erience

is strictly p

erson

al and im

plies th

e custo

mer‟s in

volv

emen

t at differen

t levels (ratio

nal,

emotio

nal, sen

sorial, p

hysical an

d sp

iritual). Its ev

aluatio

n d

epen

ds o

n th

e com

pariso

n

betw

een a

custo

mer‟s ex

pectatio

ns an

d th

e stimu

li com

ing fro

m th

e interactio

n w

ith th

e co

mp

any an

d its o

ffering in

corresp

ond

ence o

f the d

ifferent m

om

ents o

f contact o

r tou

ch-

poin

ts”.

X

X

X

X

X

Verh

oef et al.

(200

9)

Retail ( cu

stom

er exp

erience)

“Cu

stom

er exp

erience co

nstru

ct is holistic in

natu

re and

involv

es the cu

stom

er‟s cogn

itive,

affective, em

otio

nal, so

cial and

ph

ysical resp

on

ses to th

e retailer. Th

is exp

erience is created

not o

nly

by th

ose elem

ents w

hich

the retailer can

con

trol,…

, bu

t also b

y elem

ents th

at are

ou

tside o

f the retailer‟s co

ntro

l”.

X

X

X

X

X

Brak

us et al.

(200

9)

Bran

d ex

perien

ce

“Bran

d ex

perien

ce as sub

jective, in

ternal co

nsu

mer resp

on

ses (sensatio

ns, feelin

gs, an

d

cogn

ition

s) and

beh

avio

ral respon

ses evok

ed b

y b

rand

-related stim

uli …

”; “… fo

r the scale

dev

elop

men

t, it is necessary

to g

enera

te items alo

ng th

e five ex

perien

ce dim

ensio

ns:

senso

ry, affectiv

e, intellectu

al, beh

avio

ral, and

social.

X

X

X

X

X

Tyn

an an

d

McK

echnie

(200

9)

Exp

erience m

arketin

g

“…so

cial and relatio

nal so

urces o

f valu

e can b

e ob

tained

thro

ugh

con

sum

ptio

n ex

perien

ces

with

oth

er peo

ple …

”; “exp

erience m

arketin

g u

nd

er S-D

logic req

uires a to

tally d

ifferent

app

roach

in term

s of w

ork

ing w

ith th

e custo

mer as p

artner to

con

figu

re the o

ffer inclu

din

g

an ex

tend

ed ran

ge o

f valu

e from

senso

ry, em

otio

nal, fu

nctio

nal/u

tilitarian, relatio

nal,

social, in

form

ational, n

ovelty

and

uto

pian

sou

rces, com

mun

icating an

d d

evelo

pin

g th

at

offer, co

-creating th

e neg

otiated

exp

erience, an

d u

nd

erstand

ing an

d ev

aluatin

g th

e ex

perien

ce post-p

urch

ase”.

X

X

X

X

X

X

X

Lem

ke et

al.(2011

) C

usto

mer ex

perien

ce qu

ality

Cu

stom

er‟s subjectiv

e respon

se to th

e direct an

d in

direct h

olistic en

cou

nter w

ith th

e firm

inclu

din

g b

ut n

ot n

ecessarily lim

ited to

the co

mm

un

ication

enco

un

ter, the serv

ice en

cou

nter an

d th

e con

sum

ptio

n en

coun

ter. X

X

X

X

X

Sam

e and

Larim

o

(201

2)

Exp

erience m

arketin

g

“Exp

erience is sh

aped

by th

e characteristics o

f the cu

stom

er and th

ose o

f the p

rod

uct,

com

pan

y o

r bran

d”; “E

xp

erience m

arketin

g is strateg

ic and

holistic m

arketin

g o

f relevan

t

exp

eriences th

at takes in

to acco

unt th

e affective (feelin

gs, em

otio

ns), co

gn

itive (m

ental

imag

es, und

erstandin

g, in

terpretatio

ns), an

d co

nativ

e (inten

tion

s, action

s, beh

avio

r)

persp

ectives o

f con

sum

ptio

n ex

perien

ce”.

X

X

X

X

X

X

X

Sou

rce: Au

thors.

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9

Other studies have focused on the specificities that the strategy by which companies deliver

the experience require. For example, Johnston and Kong (2011) concluded that the

programmes to improve customer experience are similar but the execution is different. They

also found that the benefits of these programmes are not simply about an improved experience

for the customer but that staff could play an important role in delivering memorable service

experience (Stuart, 2006; Hemmigton, 2007).

In this line, Gross and Pullman (2012) noted that an important aspect of developing and

implementing a service experience is the creation of relational contexts (i.e., interactions

between the service provider and the customer) and physical contexts (i.e., tangible

environments and objects). For these authors, the humanic clues (i.e., relational context, for

example, the behaviour of employees) play the most significant role in customer evaluation of

experiences when compared to mechanic clues, which are generated by things, such as the

impressions of a facility‟s interior design (Carbone and Haeckel, 1994).Thus, managing

customer experiences implies orchestrating an array of “clues” (e.g., functional, mechanic and

humanic) (Berry and Haeckel, 2002; Berry and Carbone, 2007), contextual elements (e.g.,

physical environment, service employees, service delivery process, back-office support)

(Zomerdijk and Voss, 2010),and all touch points between a company and their customers at

distinct stages.

Regarding the stages of the experience, some authors (e.g., Knutson and Beck, 2004; Arnould

et al. 2004) suggest that they can be divided into three: 1) pre-experience; 2) real-time

experience or „customer experience‟; and 3) post-experience.

The first stage is related to the consumption process and encompasses the expectations created

by the provider, previous experience and „word of mouth‟, while the second stage represents

the customers‟ real-time experience. Finally, the third stage includes the customers‟ personal

perceptions of the experience, the value they place on the experience and their satisfaction

with the experience.

Looking at other perspectives, Verhoef et al. (2009) noted that the total customer experience

includes the search, purchase, consumption, and after-sales phases of the experience, whereas

Terblanche (2009) divided „customer experiences‟ into three stages, namely pre-sales, sales

and after-sales.

Regardless of the differences between the perspectives, it is consensual that, for each of these

stages, it is not always easy to articulate all the touch points. There may be thousands to

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manage that depend on several factors (Garg et al., 2010), which may or may not be within

the retailer‟s control (Verhoef et al., 2009), and can be complex and expensive to orchestrate

(Tynan and McKechnie, 2009). This reveals, for instance, the importance of monitoring

consistently the clues in order to identify opportunities to „refresh‟, „redesign‟ or eliminate

clues that create negative feelings, and test or improvise experience clues (Berry and Carbone,

2007).

Consequently, for Tynan and McKechnie (2009), further research is needed to investigate the

problems encountered when creating experiences in practice. They propose (as empirical

research into the holistic consumption experience) ethnographic approaches and naturalistic

enquiry, to understand the complex interactions in which experiences occur.

2.3.2. Customer experience design

According to Pullman and Gross (2004), the “customer experience design” seeks to create an

emotional connection with customers through careful planning of tangible and intangible

service elements which have gained popularity in many hospitality and retail businesses.

However, in some contexts, it would be equally important to know and choose which service

design elements are more appropriate. Thus, managers (more specifically, experience

designers) should understand what is involved in an experience or which main elements

contribute to an experience (for instance, a checklist), and in which distinct areas (Poulsson

and Kale, 2004).

For Chang and Horng (2010), the management and design experiences are a basis for

companies‟ efforts to differentiate themselves from competitors and to obtain competitive

advantage. For example, it is necessary to engage the customers‟ five senses in order to

provide personal and memorable customer experiences (Pine II and Gilmore, 1998;

Hemmington, 2007; Terblanche, 2009) that could generate a certain value for the individual

customer and, in particular, create a brand image (Hultén, 2011).

More recently, Gross and Pullman (2012) have focused on the increasing use of the

experience design concept (in the service industry), which is seen as an emergent area.

According to these authors, the concept of customer experience has received much attention

in the management and marketing literature since the publication of the article „experience

economy‟ and Pine II and Gilmore‟s book (1998, 1999). Gross and Pullman (2012) identify

three main areas: 1) design the customer experience, 2) theatre-based concepts in experience

design and, 3) employees in experience design.

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Based on a case study that examines the reactions of managers and service employees to a

workplace in which experience design concepts have been implemented, Gross and Pullman

(2012) identify divergent interpretations between employees and managers on the

understanding of the themes and scripting, which can create conflicts with the management‟s

goals. In conclusion, they note that the employee perspective related with experience design

has received very little attention (for instance, relating complex services), even though they

consider that the humanic clues have a significant role on the experience delivery and design.

Thus, Gross and Pullman‟s article raises a set of new questions related with employee services

inexperience economy that need to be answered in further studies (e.g., have employees been

trained to help orchestrate the experience; how do employees help deliver the beginning,

middle, and end of the experience; what will make guests come in and spend time in your

setting, virtual or physical). They also point out that future research could measure outcomes

of guest reactions to the intended designed experience in more complex and sophisticated

environments, which does to some extent reveal the importance of measuring the

„experience‟.

2.3.3. Measuring customer experience

According to several scholars (e.g., Knutson and Beck 2004; Garg et al., 2010), as the concept

of experience is increasingly being used as a strategic tool, it has become imperative to pay

attention to managing and evaluating the experience by, for example, understanding the

customers‟ journey from their expectations before the experience occurs to the assessments

they make when the experience ends (Berry et al., 2002). However, as highlighted by Palmer

(2010), marketers face a number of challenges in the development of a measurement scale for

customer experience, probably due to the complexity of context-specific variables. In fact,

„experience‟ is far broader and less delimited than the concept of product or service quality;

hence its measure is far more complex (Maklan and Klaus, 2011). Notwithstanding, Garg et

al. (2010) mention that some of the known methods for the evaluation of service processes,

which in turn can be used for measuring customer experiences, are blueprinting (Shostack,

1984), service mapping (Kingman-Brundage, 1991; 1995), service incident analysis (Stauss,

1993; Stauss and Weinlich, 1995), walk-through audit (Fitzsimmons and Fitzsimmons, 1994),

service transaction analysis (Johnston, 1999), and experience audit (Berry et al., 2002; Berry

and Carbone 2007). By comparing three of these methodologies to assess and enhance the

customer experience (experience audit, walk-through audit and service transaction analysis),

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Garg et al. (2010) conclude that the service transaction analysis methodology can produce

better results.

Despite the difficulties in measuring „experience‟ concepts, some scales have been developed.

Brakus et al. (2009) constructed a brand experience scale that includes four dimensions:

sensory, affective, intellectual, and behavioural. Based on six studies, the authors show that

the scale is reliable, valid, and distinct from other brand measures. Moreover, and according

to Brakus et al. (2009), the brand experience affects consumer satisfaction and loyalty directly

and indirectly through brand personality associations.

Subsequently, given that the measurement of the customer experience, in particularly, the

experience quality, is still in its infancy, Chang and Horng (2010) sought to understand how

customers assess experience quality, which stands as a crucial factor for service providers to

deliver excellent experiences. These authors developed a multidimensional scale of

experience quality (composed of five dimensions: physical surroundings, service providers,

other customers, customers‟ companions, and the customers themselves) which provides a

measurement of customers‟ perspectives of experience quality in service settings. This scale is

aimed at helping to manage and design excellent experiences for customers (e.g., to work on

physical surroundings). However, according to Chang and Horng (2010) further studies are

necessary to replicate a more comprehensive model, involving the analysis of the relationship

between experience quality, service quality, and outcome variables. Also, Lemke et al. (2011)

found that a focus on customer experience quality opens the door to a broader understanding

of how customers achieve their goals. Thus, the development of scales for the concept of

„customer experience quality‟ is a research opportunity that would benefit management

practices.

In this line, Kim et al. (2011) formulated a consumer experience index that consists of 26

items to determine the underlying components for a consumer‟s experience. They argue that

with this management tool (metric) companies can help to move their brand into the

experience economy and develop effective marketing and promotion strategies for providing

memorable experiences for customers. Based on seven dimensions (environment, benefits,

convenience, accessibility, utility, incentive, and trust), this tool allows the managers to

measure how important each attribute is to their target markets, thereby showing managers in

which experience areas the brand is strong and/or weak. While this tool was designed to

measure general consumer experience, it would be beneficial to develop a new tool for service

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providers with specific characteristics, namely banks, retailers, restaurants, health care, and

airlines.

Complementarily, as noted by Maklan and Klaus (2011), continuing to measure service

quality is probably necessary for most firms, but not sufficient. Organisations are increasingly

competing on the basis of customer experience and although the „experience‟ concept is

defined imprecisely, market researchers will serve their organisations and customers better if

they take an active role in updating the customer experience measurement and agree on

measures of it.

Accordingly, a multiple-item scale for measuring customers' service experience quality

(EXQ) was recently proposed by Klaus and Maklan (2012). In this case, the study focused on

a mortgage provider from the customers‟ point of view. In total, 19 items in four dimensions

of the EXQ scale were identified, namely product experience, outcome focus, moments-of-

truth and peace-of-mind. They conclude that the service experience has a significant impact

on customer satisfaction, loyalty and word-of-mouth intentions referred to as the most

important outcomes of service quality identified in the literature. They also suggest that it

would be worthy to investigate more hedonic consumption services (e.g., providers of high

involvement, or high impact services), in cross-industry, cross-sectional and cross-national

settings. They also propose to examine if EXQ and its dimensions explain important

marketing outcomes such as market share, share of wallet and, ultimately, profitability.

In sum, further research is needed to develop metrics of customer experience as a measure

(with impact on marketing outcomes) and tool of management (that can monitor and improve

the quality of experiences delivered to customers) to apply in a specific context.

2.3.4. Customer experience innovation

As mentioned above, there is an increasing demand for experiences determined by several

factors (e.g., people seek social status, more meaning and excitement in life, and

psychological self-realisation) which calls for innovation. According to Sundbo (2009),

innovation in experiences is becoming more strategic, systematic and interactive with

customers, which necessarily implies some instruments (e.g., innovation systems) to increase

innovation considered as crucial in experience economy. Indeed, forZang (2010), without

innovation we would still be stuck in an agrarian economy.

According to several authors, the customer experience may provide a new means of

competition (Johnston and Kong, 2010). For example, Hemmington (2007), focusing on the

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hospitality business, suggests that „lots of little surprises‟ should be included in the design of

guest experience over time. Poulsson and Kale (2004) also argue that to obtain a competitive

advantage an experience should have personal relevance for the customer, as well as novelty,

surprise, learning, and engagement.

Also highlighting the role of innovation, Su (2011) shows that service innovation has

significant effects on behavioural intention and customer experience, and a very important

influence on experiential design, being crucial to improve continually innovations to avoid

„on time experiences‟ and influence the customer‟s behavioural intention to repeat and

recommend the experience. In this vein, Sundbo (2009) states that the forms of organisation

and innovation in the experience sector are more varied than in manufacturing and services.

He also contends that innovation in experiences is considered an economic phenomenon,

which needs further research in this field.

3. Methodology

The main goal of this work was to study the contribution/influence of the seminal article of

Pine II and Gilmore published in HBR, in 1998, „Welcome to the experience economy’. As

such, and based on the studies that cite this article, we have identified the recent paths in this

area, its geographical influence (based on the nationality of authors and country/region of the

studies that cite the article), the subject areas covered (based on the journals that cite the

article), the main topics related with the „experience‟ concept, and the evolution of the type

and method of research.

Relevant data was gathered in April 2012 from Scopus SciVerse from 1998 to April 2012. A

first search was conducted with the keywords „experience‟ and „customer experience‟

resulting in a large set of articles, including some top-cited articles. The data obtained was

ordered by the number of citations. Based on this data, it was possible to identify and select

the article of Pine II and Gilmore as one of the most cited and „pioneering‟ in the experience

concept. Subsequently, a final search in the database for citations of Pine II and Gilmore‟s

work yielded 286 articles covering distinct areas and types of publications. Out of the 286

articles, 77.7% were published in journals whereas the remaining 64 articles (22.4%) were

conference proceedings and similar.

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4. Results and analysis

4.1. Brief description of the selected papers

Although the article “Welcome to the experience economy” was published in 1998, it was only

a decade later that the paper started to receive a reasonable amount of citations per year

(Figure 1). In the wording of scientometrics, one might call this paper a „sleeping beauty‟ (van

Raan, 2004; Van Calster, 2012), that is, a paper with delayed recognition - that received very

little attention (and got few citations) shortly after publication, but later got a great deal more

interest and many citations. In fact, the last three years correspond to almost 60% of the total

article citations for the period 1999-2011. This seems to reflect that the experience topic is

starting to draw more attention from academics seeking to solidify it.

Figure 1: Evolution of the number of citations of Pine II and Gilmore’s article, 1999 -2011

Source: Authors‟ computation based on data from Scopus SciVerse (reference date: 4 August 2012)

The literature that has cited Pine II and Gilmore‟s article is of reasonable scientific „quality‟,

as evaluated by the ISI impact factor in which the articles have been published.1 Figure 2

shows that 117 articles were published in top-quality journals (AA-B), which represent 53 %

of the total articles (222).

1 Based on the work of Cruz and Teixeira (2010), journal rankings have been classified as: AA: generally

accepted top-level journals; A: very good journals covering economics in general and the top journals in each

field; B: good journals for all research fields; C: other journals indexed in ISI; NC: journals not indexed in ISI.

The cut offs values considered are as followed: AA: > 3; A: > 1.5; B > 0.3.; C: >0.1, and NC: journals that are

not ranked (in ISI Web of Knowledge).

0

10

20

30

40

50

60

70

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

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Figure 2: The influence of Pine II and Gilmore’s article by journal quality

Note: A total of 222 articles that cited Pine II and Gilmore‟s article were published in journals indexed in Scopus SciVerse;

Legend: AA: generally accepted top-level journals; A: very good journals covering economics in general and the top journals in each field;

B: good journals for all research fields; C: other journals indexed in ISI; NC: journals not indexed in ISI

When specifying the journals that have cited Pine II and Gilmore‟s article the most(Figure 3),

which represent 42% of all publications (i.e., 93 articles), we can see that three quarters of

these articles were published on top-quality journals (AA – B).The first three journals with

the most published articles are: International Journal of Hospitality Management (2011 ISI

impact factor: 1,771); Service Industries Journal (ISI impact factor: 2,579); and Tourism

Management (ISI impact factor: 2,597).

Figure 3: The most influenced journals by Pine II and Gilmore’ article, 1999-2011

Note: A total of 222 articles that cited Pine II and Gilmore‟s article were published in journals indexed in Scopus SciVerse. The 24 journal

listed here represent 42% of the 118 articles published in indexed journals.

3,6%

23,4%25,7%

0,5%

46,8%

0,0%

5,0%

10,0%

15,0%

20,0%

25,0%

30,0%

35,0%

40,0%

45,0%

50,0%

AA A B C NC

1,771

2,5792,597

4,382

0,642

1,872

0,9

2,732

1,359

2,109

2,75

0,9290,836

1,532

0,816

1,062

0,615

0,7950,679

1,579

2,671

0,985

1,115

1,55

0

0,5

1

1,5

2

2,5

3

3,5

4

4,5

5

0

1

2

3

4

5

6

7

Inte

rnat

iona

l Jou

rnal

of

Hos

pita

lity

Man

agem

ent

Serv

ice

Indu

stri

es J

ourn

al

Tour

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Man

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Jour

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f O

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s M

anag

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t

Man

agin

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e Q

ualit

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rnal

of

Bu

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ess

Res

earc

h

Bus

ines

s H

ori

zons

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nal o

f Se

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esea

rch

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n Sc

ien

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Jour

nal o

f Pr

oduc

t In

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tion

Man

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ent

Jour

nal o

f R

etai

ling

Inte

rnat

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rnal

of

Con

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ry

Ho

spit

alit

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anag

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t

Cu

rre

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in T

ou

rism

Inte

rnat

iona

l Jou

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of

Info

rmat

ion

Man

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Inte

rnat

iona

l Jou

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Tour

ism

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earc

h

Mar

keti

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heo

ry

Jour

nal o

f Se

rvic

es M

arke

ting

Euro

pea

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anag

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t Jou

rnal

Euro

pean

Pla

nnin

g St

udie

s

Jour

nal o

f Tr

avel

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earc

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Jour

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f th

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rnet

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rnal

of

Elec

tron

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omm

erce

Nº articles 2011 Impact Factor

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Based exclusively on the ISI indexed journals (i.e., 58 journals), we obtained 19 subject areas2

(Figure 4) which confirms the broad scope and multidisciplinary nature of the experience

concept. Management (17.3%) and Business (16.9%) are the subject areas that have been the

most influenced by the seminal paper on customer experience. Moreover, tourism, sport,

leisure and hospitality emerged also as highly influenced subject areas. This result reveals the

multidisciplinary nature of the area evidenced by an enormous dispersion of articles and

journals, reflecting that the area has not yet created sufficient critical mass to achieve

scientific autonomy (Vieira and Teixeira, 2010).

Figure 4: The influence of ‘experience economy’ by subject area

Scientific papers have been recognized as a way to transmit knowledge (Silva and Teixeira,

2009). In this line, citation analysis is based on the premise that authors cite texts which they

consider to be important in the development of their research (Ramos-Rodriguez and Ruiz-

Navarro, 2004).Based on the country of affiliation of the authors that cite Pine II and

Gilmore‟s article, Figure 2 shows the influence of this seminal article worldwide.

Interestingly, this analysis reveals that the influence of Pine II and Gilmore‟s article covers 36

countries in the world. Notwithstanding, the United States, with 89 citations (24.3%), and the

United Kingdom, with 50 (13.6%), are the most influenced by the seminal article. Asia has

2Some journals encompass more than one subject areas.

1,7

1,7

3,4

5,2

5,2

5,2

5,2

5,2

5,2

6,9

6,9

6,9

15,5

55,2

55,2

55,2

55,2

75,9

77,6

0,0 10,0 20,0 30,0 40,0 50,0 60,0 70,0 80,0 90,0

Mathematical methods

Antropology

P&D and Urban Studies

Economics

Sociology

Healty Policy & Services

Psychology

Geography

Communication

Information science

Library science

Social Sciences

Environmental studies

Hospitality

Leisure

Sport

Tourism

Business

Management

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18

been also highly influenced by this article absorbing more than 20% of total citations, with

Taiwan (9.8%) and China (6.3%) at the forefront.

Figure 5: The geographical influence of Pine II and Gilmore’s article

Note: The number of citations gathered from Scopus on August 4, 2012, was 320.

Source: Authors‟ computation.

4.2. Classification of the articles according to topic, type and method.3

Based in the taxonomy gathered from the literature review (Section 2), we identified four

main topics related with the experience concept: customer experience design, customer

experience management, customer experience measurement and customer experience

innovation. We considered two additional topics, „Customer experience‟, as a broad category

related to customer experience (e.g., healthcare experience, tourism experience, virtual

experience, visitor experience, commercial experience, customer experience, country

experience, co-experience, experience expectations, consumer experience hospitality) but not

with design, management, measurement or innovation, and a residual category, „Others‟.

3 The classification was based on 74% of the total data collected. The first two years (1998, 1999) were cut off

due to the reduced number of observations available.

Legend

United

States

United

KingdomTaiwan China Australia Canada Sweden France Italy Norway Denmark Finland

Netherla

ndsSpain

South

KoreaGermany

Hong

KongIndia

89 50 36 23 18 14 10 9 9 9 8 8 7 7 6 5 5 5

24,3% 13,6% 9,8% 6,3% 4,9% 3,8% 2,7% 2,5% 2,5% 2,5% 2,2% 2,2% 1,9% 1,9% 1,6% 1,4% 1,4% 1,4%

New

ZealandPortugal Turkey Brazil Greece Israel Japan Austria Iceland Singapore Malaysia Croatia Iran Ireland Macao

South

Africa

Switzerla

ndThailand

5 5 5 4 4 4 4 3 3 3 2 1 1 1 1 1 1 1

1,4% 1,4% 1,4% 1,1% 1,1% 1,1% 1,1% 0,8% 0,8% 0,8% 0,5% 0,3% 0,3% 0,3% 0,3% 0,3% 0,3% 0,3%

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19

For the overall period of analysis (2000-2012), the results show a wide-ranging dispersion of

topics (cf. Figure 6), with a relatively large proportion of papers falling in the residual

category „Others‟. This reflects the fact that almost one third of the papers that cite Pine II and

Gilmore‟s article do not directly relate to customer experience subjects and cite the study en

passant. Regarding the papers strictly related to customer experience, the topics that gather

more attention are „customer experience management‟ (22.5%) and „customer experience

design‟ (19.2%). „Customer experience innovation‟ is still barely tackled (6.1%) but it may be

considered as an emergent topic.

Figure 6: Papers published by research topics

Source: Authors‟ computation based on the data (213 articles) from Scopus SciVerse (reference date: 4 August 2012)

„Customer experience measurement‟, encompassing 12.2% of the total papers, is rather

underrepresented, suffering a significant decline in its relative importance (from 23.8% down

to 10.6%) in the most recent period (2008-2012).

Next, Figure 7 reveals the distribution by period of the different types of articles (conceptual,

discursive, and empirical). The results show the growing importance of empirically-related

works in the domain of customer experience. Indeed, the studies that involve some kind of

theory testing increased by almost twenty percentage points, from 50.0% in first period

(2000-2003) to 69.5% in third period (2008- April 2012). In contrast, opinion-based,

discursive studies saw their share fall dramatically over the period in analysis. It is interesting

to note the dynamism of the area of customer experience evidenced by the increasing share of

15,0

0,0

11,9 9,9

25,0

16,7

19,219,2

5,0

2,4

7,36,1

15,0

26,2

22,522,5

0,023,8

10,612,2

40,0

31,0 28,5 30,0

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

[2000;2003] [2004; 2007] [2008; 2012] [2000; 2012]

Others

Customer ExperienceMeasurement

Customer ExperienceManagement

Customer ExperienceInnovation

Customer Experience Design

Customer Experience

[151][20] [213][42]

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conceptual, theory-building papers, which is likely to reflect the rise of a new research

domain.

Figure 7: Papers published by research type

Source: Authors‟ computation based on data (213 articles) from Scopus SciVerse (reference date: 4 August 2012)

Restricting the analysis to the empirical research on customer experience (that is, 158 studies),

we can see that their focus of analysis involved 41 countries/regions. However, only four

countries/regions represent almost half of the empirical papers - United States, United

Kingdom, Taiwan and China.

Figure 8: Empirical studies by country of analysis

Source: Authors‟ computation based on the data (158 empirical articles) from Scopus SciVerse (reference date: 4 August 2012)

10,0

21,4 17,9 17,8

40,0 16,7

12,6 16,0

50,0

61,969,5 66,2

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

[2000;2003] [2004; 2007] [2008; 2012] [2000; 2012]

Empirical

Discursive

Conceptual

[151][20] [213][42]

11

35

112

158

0

20

40

60

80

100

120

140

160

180

[2000;2003] [2004; 2007] [2008; 2012] [2000; 2012]

53%

15%

12%

12%

8%

0% 10% 20% 30% 40% 50% 60%

Others(37 countries): < 5%

U.S.A

U.K

Taiwan

China

[ 7%] [ 22% ] [ 71 % ]

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Although papers that resort to qualitative methods represent the majority for the whole period

and for each of the periods considered (cf. Figure 9), their relative importance has been

steadily decreasing. In contrast, the quantitative-led papers saw their importance rise over the

period, from 10% in the initial period (2000-2003), to 36.4% in the most recent period (2008-

2012).

Figure 9: Empirical papers by method of research

Source: Authors‟ computation based on the data (158 empirical articles) from Scopus SciVerse (reference date: 4 August 2012)

5. Conclusions

The main goal of the present paper was to study the emergent field of customer experience

based on the „small world‟ of Pine II and Gilmore‟s article published in the Harvard Business

Review in 1998. The bibliometric exercise undertaken was based on a set of articles that have

cited Pine II and Gilmore‟s seminal article, which served to assess the contribution of

customer experience research within the scientific field of management, in general, and

marketing, in particular, constituting a complement to other, more qualitative, analyses of the

literature (Ferreira, 2011).

The results show that the publication activity on „customer experience‟ and related concepts

has been increasing, mainly in the most recent years (2008-2012), and has achieved a broad

geographical influence. Such trends seem to convey that the customer experience topic is

25,0

11,9 12,6 13,6

65,0

61,951,0

54,5

10,0

26,2

36,431,9

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

[2000;2003] [2004; 2007] [2008; 2012] [2000; 2012]

Quantitative

Qualitative

MixedMethods

[151][20] [213][42]

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22

solidifying its importance in terms of research, receiving increasing attention from marketing

academics. Moreover, the „quality‟ of the papers within the topic of customer experience is

reasonably high, with 53% of the articles published in top-quality journals.

The multidisciplinary nature of customer experience is quite apparent, ranging from tourism,

sport and leisure to hospitality, albeit with prominence in the areas of management and

business. The results show a wide-ranging dispersion of the topics addressed in customer

experience studies, being the bulk related to „customer experience management‟ and fewer

contributions on „customer experience innovation‟ and „customer experience measurement‟.

Although revealing a positive trend, quantitative research methods are used to a lesser extent

than qualitative methods in empirical research on customer experience. This latter evidence

might in part be explained by the still embryonic stage of research related to customer

experience measurement. Measurement is today critical as companies need to know what

experiences they want to provide, what factors are more important for their customers and

which (limited) resources are necessary in order to create the most positive experiences.

Given that the management of customer experience is crucial to marketing strategies (e.g.,

positioning and branding), to achieve sustained financial success, satisfy and keep customers,

further studies are required to increase scientific knowledge in this area. For instance,

resorting to different methods of research design, such as ethnographic (Tynan and

McKechnie, 2009) or experimental approaches, might contribute to better understanding

experience in practice, namely through the assessment of the dimensions/components of

customer experience, the quality of the experiences (Chang and Horng, 2010; Lemke et al.,

2011), and the monitoring of companies‟ marketing strategy (Berry and Carbone, 2007;

Maklan and Klaus, 2011).

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