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  • All HBS Web  (4,329)
    • People  (11)
    • News  (946)
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    • Multimedia  (21)
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  • July 2016 (Revised October 2016)
  • Case

Entrepreneurial Sales and Marketing Vignettes

By: Mark Roberge and Frank Cespedes
Which sales candidate is a startup’s ideal first hire? What marketing channels are best to invest in? How aggressively should an executive team align sales with customer success? Early stage founders, sales leaders, and marketing executives often face one, and... View Details
Keywords: Entrepreneurial Marketing; Entrepreneurial Sales; Business Startups; Talent; Talent Management; Growth Management; Marketing Communications; Social Marketing; Salesforce Management; Pricing; Sales; Marketing
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Roberge, Mark, and Frank Cespedes. "Entrepreneurial Sales and Marketing Vignettes." Harvard Business School Case 817-010, July 2016. (Revised October 2016.)
  • March 2020
  • Article

Do Fire Sales Create Externalities?

By: Sergey Chernenko and Adi Sunderam
We develop three novel measures of how much of the price impact of their trading different mutual funds internalize. We show that mutual funds that internalize more of their price impact hold larger cash buffers and use these buffers more aggressively to accommodate... View Details
Keywords: Fire Sales; Externalities; Investment Funds; Price; Financial Liquidity; Management
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Chernenko, Sergey, and Adi Sunderam. "Do Fire Sales Create Externalities?" Journal of Financial Economics 135, no. 3 (March 2020): 602–628.
  • November 2006 (Revised December 2006)
  • Module Note

Personal Selling and Sales Management

Develop a better understanding of what salespeople do, what motivates them to succeed, and how to effectively manage their efforts. View Details
Keywords: Salesforce Management
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"Personal Selling and Sales Management." Harvard Business School Module Note 507-039, November 2006. (Revised December 2006.)
  • July 1992
  • Background Note

Managing Sales Interfaces: Organizational Factors

By: Frank V. Cespedes
Keywords: Salesforce Management
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Cespedes, Frank V. "Managing Sales Interfaces: Organizational Factors." Harvard Business School Background Note 593-001, July 1992.
  • February 2016 (Revised August 2020)
  • Case

InsightSquared: Developing the Sales and Marketing Plan

By: Mark Roberge, Tom Eisenmann and Frank Cespedes
Fred Shilmover and Sam Clemens prepared for their fourth quarter board meeting. They were excited to have scaled their software startup, InsightSquared, to $2 million in revenue and secured an $8 million round of venture capital. However, they disagreed on the path... View Details
Keywords: Sales Planning; Applications and Software; Marketing; Sales; Planning; Growth and Development Strategy
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Roberge, Mark, Tom Eisenmann, and Frank Cespedes. "InsightSquared: Developing the Sales and Marketing Plan." Harvard Business School Case 816-074, February 2016. (Revised August 2020.)
  • November 2021
  • Article

The Comprehensive Effects of Sales Force Management: A Dynamic Structural Analysis of Selection, Compensation, and Training

By: Doug J. Chung, Byungyeon Kim and Byoung G. Park
This study provides a comprehensive model of an agent’s behavior in response to multiple sales management instruments, including compensation, recruiting/termination, and training. The model on agents’ behavior takes into account many of the key elements that... View Details
Keywords: Salesforce Management; Recruitment; Selection and Staffing; Compensation and Benefits; Resignation and Termination; Training; Behavior; Analysis
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Chung, Doug J., Byungyeon Kim, and Byoung G. Park. "The Comprehensive Effects of Sales Force Management: A Dynamic Structural Analysis of Selection, Compensation, and Training." Management Science 67, no. 11 (November 2021): 7046–7074.
  • 2020
  • Article

A Practical Approach to Sales Compensation: What Do We Know Now? What Should We Know in the Future?

By: Doug J. Chung, Byungyeon Kim and Niladri B. Syam
Personal selling represents one of the most important elements in the marketing mix, and appropriate management of the sales force is vital to achieving the organization’s objectives. Among the various instruments of sales management, compensation plays a pivotal role... View Details
Keywords: Sales Compensation; Sales Management; Sales Strategy; Principal-agent Theory; Structural Econometrics; Field Experiments; Machine Learning; Artificial Intelligence; Salesforce Management; Compensation and Benefits; Motivation and Incentives; AI and Machine Learning
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Chung, Doug J., Byungyeon Kim, and Niladri B. Syam. "A Practical Approach to Sales Compensation: What Do We Know Now? What Should We Know in the Future?" Foundations and Trends® in Marketing 14, no. 1 (2020): 1–52.
  • 30 Jun 2019
  • Working Paper Summaries

The Comprehensive Effects of Sales Force Management: A Dynamic Structural Analysis of Selection, Compensation, and Training

Keywords: by Doug J. Chung, Byungyeon Kim, and Byoung G. Park
  • 25 Jan 2017
  • Working Paper Summaries

The Effects of Quota Frequency on Sales Force Performance: Evidence from a Field Experiment

Keywords: by Doug J. Chung and Das Narayandas
  • September 2019 (Revised March 2020)
  • Teaching Note

Roush Performance: How to Design a Sales Force Compensation Plan

By: Doug J. Chung
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Chung, Doug J. "Roush Performance: How to Design a Sales Force Compensation Plan." Harvard Business School Teaching Note 520-030, September 2019. (Revised March 2020.)
  • June 1991 (Revised October 1992)
  • Case

Otis Elevator Co.: Managing the Service Force

By: James I. Cash Jr.
Keywords: Service Delivery; Management
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Cash, James I., Jr. "Otis Elevator Co.: Managing the Service Force." Harvard Business School Case 191-213, June 1991. (Revised October 1992.)
  • November 2005
  • Background Note

Note on Personal Selling and Sales Management

By: Thomas J. Steenburgh and Das Narayandas
Provides the background materials for the Sales Module in the first-year marketing course taught at HBS. View Details
Keywords: Business Education; Management; Sales; Education Industry
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Steenburgh, Thomas J., and Das Narayandas. "Note on Personal Selling and Sales Management." Harvard Business School Background Note 506-038, November 2005.
  • April 2011
  • Teaching Note

Designs by Kate: The Power of Direct Sales (Brief Case)

By: John A. Deighton and Sarah Abbott
Teaching Note to 4277. View Details
Keywords: Direct Sales; Consumer Marketing; Marketing Management; Personal Selling; Sales Compensation; Sales Organization; Marketing Strategy; Marketing Channels; Compensation and Benefits; Sales
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Deighton, John A., and Sarah Abbott. "Designs by Kate: The Power of Direct Sales (Brief Case)." Harvard Business School Teaching Note 114-285, April 2011.
  • June 2013 (Revised August 2017)
  • Case

Coupa

By: Michael Roberts and William Sahlman
The case describes the growth of Coupa, a software as a service platform for procurement / expense management. The issues in the case are around how fast to grow and how to finance that growth. The case includes a detailed financial model that will help students... View Details
Keywords: Managing Growth; Sales Force Management; Growth Management; Entrepreneurship; Salesforce Management
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Roberts, Michael, and William Sahlman. "Coupa." Harvard Business School Case 813-114, June 2013. (Revised August 2017.)
  • October 2017 (Revised March 2020)
  • Case

Medicetra Medtech Company, Inc.

By: Doug J. Chung
Medicetra MedTech Company is a dental equipment distributor, and senior management is deciding whether to implement a new incentive compensation program for the sales force. For many years, Medicetra had paid salespeople only a fixed salary. Although the current plan... View Details
Keywords: Sales Compensation; Sales Force Retention; Employee Fairness; Salesforce Management; Compensation and Benefits; Motivation and Incentives; Retention; Fairness; Performance Improvement
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Chung, Doug J. "Medicetra Medtech Company, Inc." Harvard Business School Case 518-049, October 2017. (Revised March 2020.)
  • October 1992
  • Background Note

Managing Sales Interfaces: Developments in Practice

By: Frank V. Cespedes
Keywords: Salesforce Management
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Cespedes, Frank V. "Managing Sales Interfaces: Developments in Practice." Harvard Business School Background Note 593-047, October 1992.
  • May–June 2021
  • Article

Getting Up to Speed in Your Sales Efforts

By: Frank V. Cespedes and Zoran Latinovic
In a study before the pandemic, Pricewaterhouse Coopers found that companies had made little progress in the previous decade in speeding up their cash-conversion cycle, as the cash crunch generated by the pandemic painfully demonstrated. In most firms, sales velocity... View Details
Keywords: Sales Velocity; Opportunity Selection; Deal Size; Win Rate; Sales; Management; Cash Flow
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Cespedes, Frank V., and Zoran Latinovic. "Getting Up to Speed in Your Sales Efforts." European Business Review (May–June 2021): 68–71.
  • Article

Sales Methodologies and Selling

By: Frank V. Cespedes
Sales methodologies play an important role. A common approach in a sales force allows for consistency, dissemination of best practices, acceleration of learning, and it helps the firm to scale because management then has common metrics to monitor and evaluate. However,... View Details
Keywords: Methodology; Sales; Analysis
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Cespedes, Frank V. "Sales Methodologies and Selling." Top Sales Magazine (November 2019), 26–27.
  • July 2017
  • Article

The Four Stages to Becoming an Excellent Front-Line Sales Manager

By: Frank V. Cespedes
Sales occupations account for more than 10% of the total U.S. labor force, and that official estimate is almost certainly low: In an increasingly service economy, many people who do business development for a living are not listed as “sales” for reporting purposes.... View Details
Keywords: Salesforce Management
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Cespedes, Frank V. "The Four Stages to Becoming an Excellent Front-Line Sales Manager." Quotable (July 2017).
  • August 1996 (Revised October 1996)
  • Case

Howard, Shea & Chan Asset Management (D): Sales Presentation

By: Benson P. Shapiro
Provides the context and hard copy material to accompany a video sales presentation. Participants are asked to develop criteria for evaluating a sales presentation and then to apply the criteria to the video presentation. View Details
Keywords: Sales; Presentations; Performance Evaluation
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Shapiro, Benson P. "Howard, Shea & Chan Asset Management (D): Sales Presentation." Harvard Business School Case 597-024, August 1996. (Revised October 1996.)
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