Size Matters in CX: What the Customer Experience Strategies Summit Revealed About the Future of Customer Experience
June 01, 2026
When you attend a conference called the Customer Experience Strategies Summit, you expect to hear a lot about customer experience. And we did.
But what stood out to Phase 5 attendees, Stephan Sigaud, Chief Marketing Officer, and Rachel Abugov, Senior Account Manager, wasn't what was being discussed; it was how differently people seemed to define the term itself. Over two days, we found ourselves thinking about what might be one of the most important distinctions in Customer Experience strategy today: the difference between big CX and small cx.
That distinction isn't official terminology, but it captures something we observed repeatedly throughout the event. On one side were conversations about customer service, customer success, contact centers, and the technologies that support them. On the other hand, there were discussions in Customer Experience (CX) as a strategic discipline, one that spans the entire, holistic relationship between an organization and its customers.
Both matter. But they're not the same thing. In fact, one of the most important questions organizations can ask today is: What's the difference between customer service and Customer Experience? Here’s the answer.
Small cx: The Experience of an Interaction
Every interaction a customer has with a brand contributes to their experience. A conversation with a customer service representative. A call center interaction. A website visit. A chatbot exchange. A customer success renewal email.
These moments matter, and organizations should absolutely work to make sure they meet their customers’ expectations and improve them when they don’t.
Not surprisingly, many of the sessions we attended focused on exactly that. AI, automation, customer service technologies, and operational efficiency were recurring themes throughout the conference. Much of the discussion centered on how organizations can streamline service delivery, improve response times, and better support customers through technology.
These efforts create value by removing friction, improving efficiency, and making individual interactions better for customers. But they represent only one piece of the broader Customer Experience.
Big CX: The Holistic View of a Relationship
What is Customer Experience strategy? At its core, it's the intentional design and management of the overall relationship customers have with an organization over time and across all touchpoints and journey stages. Big CX is not about a single interaction. It's about the relationship customers develop with an organization over time.
It encompasses brand impressions, product experiences, communications, service interactions, policies, culture, and the countless moments that collectively shape how customers perceive an organization. Most importantly, it requires intention.
Organizations that excel at customer experience don't simply optimize touchpoints. They define the experience they want customers to have and then align people, processes, technology, measurement, and governance around delivering it consistently.
This is the version of customer experience that continues to appear as a top 3 concern in global CEO surveys and strategic planning discussions. It's why Customer Experience remains a competitive differentiator long after products and services become easier to replicate.
Why Does The Difference Between Customer Service and Customer Experience Matter
The distinction between big CX and small cx may sound academic, but it has real implications.
Looking at the attendee mix and conference content, it was clear that customer service and customer success professionals represented a significant portion of the audience. Likewise, many sessions focused on technologies designed to improve service delivery and support operations.
Again, there is nothing wrong with that. The concern arises when it’s not customer experience versus customer service, but rather when they begin to be treated as the same thing. When that happens, the conversation naturally shifts toward optimizing transactions rather than shaping relationships. The focus narrows from the overall experience customers have with a brand to individual moments within that experience.
And that's where we see a potential risk for the CX discipline.
Could CX Become the Next CRM?
Years ago, CRM stood for Customer Relationship Management.
The emphasis was on actually managing relationships with customers. Over time, however, CRM became increasingly associated with software platforms, workflows, and technology implementations. Today, when most people hear CRM, they think of systems and tools, not the discipline that originally inspired them or the customers themselves.
It’s a concern we’ve written about before in CMSWire, and it feels more relevant than ever. Not because customer service, customer success, or AI aren't important. They are. But because technology can easily become the center of the conversation while the broader strategic purpose fades into the background.
At times, it felt as though portions of the conference could just as easily have been framed as discussions of AI-enabled customer service operations rather than customer experience strategy. That's an important distinction because technology should support experience strategy, not become a substitute for it.
Returning to the Roots
One of the more interesting sessions explored the historical roots of customer experience, tracing it back to quality management disciplines that focused on how customers perceived value and quality. That perspective, from Andrew Schulkind of Domino North America during the session “How Process Improvement Drives Customer Satisfaction and Performance,” felt surprisingly relevant.
He shared that customer experience didn't emerge because organizations wanted better technology. It emerged because they recognized that customer perceptions ultimately determine success. And that principle hasn't changed.
AI will continue to transform how organizations engage customers, customer service technologies will continue to evolve, and automation will continue to improve efficiency. But none of those developments eliminates the need for a clear, intentional customer experience strategy. In fact, they make it even more important.
Our Biggest Takeaway
The Customer Experience Strategies Summit highlighted an industry at an interesting crossroads. Organizations have more tools than ever to influence customer interactions. Yet the most important challenge remains the same: defining the experience customers should have and ensuring every part of the organization helps deliver it.
The future of customer experience shouldn't be about choosing between technology and strategy. It should be about remembering that technology is only one part of the equation. Because while small cx happens in individual interactions, big CX is built through relationships.
And that's the version of customer experience worth protecting.
If you’re evaluating your customer experience strategy or considering how to create stronger, more intentional customer relationships, connect with Phase 5 today to continue the conversation.
Recommended Resources:
Author: Stephan Sigaud
Stephan Sigaud, MBA, is Phase 5’s Chief Marketing Officer. Stephan is passionate about partnering with clients to address their challenges and opportunities around customer centricity. He has more than 25 years’ experience in Market Research and Customer Loyalty and Experience. A past Board Director of the Insights Association, he has also been volunteering with the Customer Experience Professionals Association (as past Chair of the CXPA Toronto Network) and the Canadian Marketing Association (as member of the Leaders Network and past co-Chair of the CMA CX Council).