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    • All HBS Web  (4,325)
      • Faculty Publications  (914)

      Sales Force ManagementRemove Sales Force Management →

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      • March 2010
      • Teaching Note

      New York Life and Immediate Annuities (TN)

      By: Julio J. Rotemberg and John T. Gourville
      Teaching Note for [510040]. View Details
      Keywords: Retirement; Salesforce Management; Annuities; Insurance Industry
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      Rotemberg, Julio J., and John T. Gourville. "New York Life and Immediate Annuities (TN)." Harvard Business School Teaching Note 510-094, March 2010.
      • 2010
      • Simulation

      Marketing Simulation: Managing Segments and Customers

      By: Das Narayandas
      In this single-player simulation, students assume the position of CEO of a medical motor manufacturer and are tasked with executing a successful business-to-business marketing strategy over a period of twelve fiscal quarters. Students determine all aspects of the... View Details
      Keywords: Marketing Strategy; Salesforce Management; Distribution Channels; Price; Product Positioning; Customer Relationship Management; Profit; Revenue; Cost vs Benefits; Policy; Manufacturing Industry
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      Narayandas, Das. "Marketing Simulation: Managing Segments and Customers." Simulation and Teaching Note. Harvard Business Publishing, 2010. Electronic.
      • February 2010
      • Case

      Go Mobile: The Phirbol Franchise

      By: Rajiv Lal and Natalie Kindred
      To grow Phirbol, a telecom retail franchise chain in Delhi, India's underdeveloped markets, its founders were exploring ways to offer more value to the franchisees. In mid-2009, the Phirbol franchise was comprised of some 150 franchisees that had converted their small... View Details
      Keywords: Business Model; Business Startups; Innovation and Management; Brands and Branding; Service Operations; Franchise Ownership; Value Creation; Telecommunications Industry; Delhi
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      Lal, Rajiv, and Natalie Kindred. "Go Mobile: The Phirbol Franchise." Harvard Business School Case 510-020, February 2010.
      • February 2010
      • Case

      Shurgard Self-Storage: Expansion to Europe (Abridged)

      By: Richard G. Hamermesh
      Shurgard, a U.S.-based firm that rents storage facilities to consumers and small businesses, is considering financing options for rapid expansion of its European operations. Five years after entering Europe, Shurgard Europe has opened 17 facilities in Belgium, France,... View Details
      Keywords: Business Model; Business Growth and Maturation; Multinational Firms and Management; Logistics; Corporate Entrepreneurship; Trade; Equity; Corporate Finance; United States; Europe
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      Hamermesh, Richard G. "Shurgard Self-Storage: Expansion to Europe (Abridged)." Harvard Business School Case 810-102, February 2010.
      • February 2010
      • Supplement

      Marketing Analysis Toolkit: Market Size and Market Share Analysis (CW)

      By: Thomas J. Steenburgh and Jill Avery
      This Excel worksheet contains sample problems, prebuilt Excel models to run market sizing and market share analyses, and charts and graphs which help visualize the results. It is designed to accompany Marketing Analysis Tookit: Market Size and Market Share Analysis.... View Details
      Keywords: Mathematical Methods; Marketing Strategy; Decisions; Strategic Planning; Market Participation; Sales; Forecasting and Prediction; Management Analysis, Tools, and Techniques
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Market Size and Market Share Analysis (CW)." Harvard Business School Spreadsheet Supplement 510-714, February 2010.
      • February 2010
      • Background Note

      Marketing Analysis Toolkit: Market Size and Market Share Analysis

      By: Thomas J. Steenburgh and Jill Avery
      Marketers frequently need to estimate the size of their markets—both for existing products so that sales forecasts can be developed and for new products so that market opportunities can be assessed. This toolkit enables students to size a market and generate a sales... View Details
      Keywords: Forecasting and Prediction; Management Analysis, Tools, and Techniques; Marketing Strategy; Markets; Demand and Consumers; Size; Strategic Planning; Sales
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Market Size and Market Share Analysis." Harvard Business School Background Note 510-081, February 2010.
      • February 2010
      • Background Note

      Marketing Analysis Toolkit: Situation Analysis

      By: Thomas J. Steenburgh and Jill Avery
      Before managers can begin to formulate marketing strategies for their businesses, they must have a strong understanding of the internal and external marketing environments in which they are operating. In this note, we present three methods for collecting and analyzing... View Details
      Keywords: Five Forces Framework; SWOT Analysis; Marketing Strategy; Demand and Consumers; Industry Structures; Strategic Planning
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Situation Analysis." Harvard Business School Background Note 510-079, February 2010.
      • February 2010
      • Article

      Managing Know-How

      By: Deishin Lee and Eric J. Van den Steen
      We study how firms can use a knowledge management system to optimally leverage employee-generated know-how. In particular, we consider the following practical strategic questions for the manager of a knowledge-intensive firm: should her firm develop a formal knowledge... View Details
      Keywords: Change; Employees; Information; Knowledge Management; Outcome or Result; Practice; Problems and Challenges; Motivation and Incentives; System; Value
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      Lee, Deishin, and Eric J. Van den Steen. "Managing Know-How." Management Science 56, no. 2 (February 2010): 270–285. (Articles in Advance published online on November 25, 2009.)
      • January 2010 (Revised August 2010)
      • Background Note

      Advanced Leadership Note: An Institutional Perspective and Framework for Managing and Leading

      By: Rosabeth M. Kanter and Rakesh Khurana
      Large-scale societal issues increasingly appear on the agenda of business leaders, including poverty, health, education, business-government relations, and the degradation of the environment. These problems are not entirely new, but the forces of globalization and the... View Details
      Keywords: Change Management; Framework; Global Range; Leadership; Business and Stakeholder Relations; Social Enterprise; Social Issues; Complexity
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      Kanter, Rosabeth M., and Rakesh Khurana. "Advanced Leadership Note: An Institutional Perspective and Framework for Managing and Leading." Harvard Business School Background Note 410-076, January 2010. (Revised August 2010.)
      • 2010
      • Chapter

      Leadership in a Globalizing World

      By: Rosabeth Moss Kanter
      In this chapter, world-renowned business expert, author, and Harvard Business School professor Rosabeth Moss Kanter asks the question, "Is leadership different in a globalizing world--one of broadening horizons and burgeoning sources of ideas and supplies--than in... View Details
      Keywords: Risk and Uncertainty; Globalized Firms and Management; Leadership; Research; Complexity; Diversity
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      Kanter, Rosabeth Moss. "Leadership in a Globalizing World." Chap. 20 in Handbook of Leadership Theory and Practice, edited by Nitin Nohria and Rakesh Khurana. Harvard Business Press, 2010.
      • 2010
      • Chapter

      Understanding and Coping with the Increasing Risk of System-Level Accidents

      By: Dutch Leonard and Arnold M. Howitt
      The world has seen a number of recent events in which major systems came to a standstill, not from one cause alone but from the interaction of a combination of causes. System-level accidents occur when anomalies or errors in different parts of an interconnected system... View Details
      Keywords: Economics; Globalization; Risk Management; Boundaries; System Shocks
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      Leonard, Dutch, and Arnold M. Howitt. "Understanding and Coping with the Increasing Risk of System-Level Accidents." In Integrative Risk Management: Advanced Disaster Recovery, edited by Simon Woodward. Zurich, Switzerland: Swiss Re, Centre for Global Dialogue, 2010.
      • December 2009 (Revised March 2025)
      • Case

      Phreesia: The Patient Intake Company

      By: Regina E. Herzlinger, Sunaina Yarlagadda and Brian L. Walker
      How should the co-founders of an organization that provides patient sign-in and billing services scale their company after five years of successfully targeting small private physician practices? Phreesia had deployed a direct mail and sales force strategy that resulted... View Details
      Keywords: Advertising; Social Entrepreneurship; Revenue; Health Care and Treatment; Health Industry
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      Herzlinger, Regina E., Sunaina Yarlagadda, and Brian L. Walker. "Phreesia: The Patient Intake Company." Harvard Business School Case 310-066, December 2009. (Revised March 2025.)
      • December 2009 (Revised January 2024)
      • Case

      A Letter from Prison

      By: Eugene Soltes
      Stephen Richards, the former global head of sales at Computer Associates, Inc. (CA), is serving a seven-year prison sentence for financial fraud. In the case, Richards responds to a number of questions about managerial responsibility and the manipulation of financial... View Details
      Keywords: Accounting; Crime and Corruption; Ethics; Corporate Accountability; Managerial Roles
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      Soltes, Eugene. "A Letter from Prison." Harvard Business School Case 110-045, December 2009. (Revised January 2024.)
      • November 2009 (Revised August 2011)
      • Case

      Warner Bros. Entertainment

      By: Gary P. Pisano and Alison Berkley Wagonfeld
      Examines the process used by a major motion picture studio to develop and select movie projects. Warner Bros.' strategy is to focus its efforts on a small number of major "event" films (i.e., films with the potential to generate gross box office receipts of $300... View Details
      Keywords: Decision Choices and Conditions; Film Entertainment; Risk Management; Product Development; Strategic Planning; Projects; Sales; Motion Pictures and Video Industry
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      Pisano, Gary P., and Alison Berkley Wagonfeld. "Warner Bros. Entertainment." Harvard Business School Case 610-036, November 2009. (Revised August 2011.)
      • November 2009 (Revised March 2011)
      • Case

      New York Life and Immediate Annuities

      By: Julio J. Rotemberg and John T. Gourville
      By positioning Immediate Annuities as "guaranteed lifetime income," New York Life has built itself a $1.4 billion per year business by 2009. However, to make Immediate Annuities a mainstream financial product for retirees, New York Life must understand why many... View Details
      Keywords: Insurance; Personal Finance; Product Marketing; Consumer Behavior; Retirement; Salesforce Management; Insurance Industry
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      Rotemberg, Julio J., and John T. Gourville. "New York Life and Immediate Annuities." Harvard Business School Case 510-040, November 2009. (Revised March 2011.)
      • 2009
      • Working Paper

      India Transformed: Insights from the Firm Level 1988-2005

      By: Laura Alfaro and Anusha Chari
      Using firm-level data this paper analyzes, the transformation of India's economic structure following the implementation of economic reforms. The focus of the study is on publicly-listed and unlisted firms from across a wide spectrum of manufacturing and services... View Details
      Keywords: Transformation; Economic Sectors; Economy; Governing Rules, Regulations, and Reforms; Growth and Development Strategy; India
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      Alfaro, Laura, and Anusha Chari. "India Transformed: Insights from the Firm Level 1988-2005." Harvard Business School Working Paper, No. 10-030, October 2009. (NBER Working Paper Series, No. 15448, October 2009.)
      • October 2009 (Revised July 2013)
      • Case

      Gilead Sciences, Inc.: Access Program

      By: V. Kasturi Rangan and Katharine Lee
      Gilead Sciences, the U.S. leader in HIV/AIDS medicines, with global sales of $5.4 billion in 2009, had undertaken several innovative actions to make its anti-viral products available to over 100 low- and middle-income countries. Having reached nearly 680,000 patients... View Details
      Keywords: Health Care and Treatment; Emerging Markets; Product; Sales; Competitive Strategy; Biotechnology Industry; Pharmaceutical Industry
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      Rangan, V. Kasturi, and Katharine Lee. "Gilead Sciences, Inc.: Access Program." Harvard Business School Case 510-029, October 2009. (Revised July 2013.)
      • September 2009 (Revised October 2010)
      • Case

      Elkay Plumbing Products Division

      By: Robert S. Kaplan
      The vice president of sales learns that the most profitable 1% of the division's customers generate 100% of profits, and that two of the division's largest customers lose 50% of profits. The division has just finished a project to install a time-driven activity-based... View Details
      Keywords: Activity Based Costing and Management; Profit; Management Systems; Consumer Products Industry; Industrial Products Industry
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      Kaplan, Robert S. "Elkay Plumbing Products Division." Harvard Business School Case 110-007, September 2009. (Revised October 2010.)
      • September 2009
      • Case

      Culinarian Cookware: Pondering Price Promotion

      By: John A. Quelch and Heather Beckham
      In November of 2006, senior executives at Culinarian Cookware were debating the merits of price promotions for the company's premium cookware products. The VP of Marketing, Donald Janus, and Senior Sales Manager, Victoria Brown, had different views. Janus felt price... View Details
      Keywords: Profitability Analysis; Consumer Marketing; Brand Equity; Pricing Policies; Sales Promotions; Small & Medium-sized Enterprises; Decisions; Goals and Objectives; Price; Marketing Strategy; Consumer Behavior; Management Teams; Sales; Brands and Branding; Consumer Products Industry
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      Quelch, John A., and Heather Beckham. "Culinarian Cookware: Pondering Price Promotion." Harvard Business School Brief Case 094-057, September 2009.
      • September 2009
      • Module Note

      Leading Teams Note

      By: Jeffrey T. Polzer
      This note, which describes the architecture and processes that characterize effective teams, begins by detailing the steps involved in designing a team, from diagnosing the complexity, interdependence, and objectives of the task to harnessing the key resources teams... View Details
      Keywords: Interpersonal Communication; Experience and Expertise; Decision Choices and Conditions; Knowledge Sharing; Leadership; Business Processes; Groups and Teams
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      Polzer, Jeffrey T. "Leading Teams Note." Harvard Business School Module Note 410-051, September 2009.
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