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  • All HBS Web  (4,329)
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  • 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.)
  • March 1993
  • Teaching Note

Managing Sales Interfaces: Course Module, Instructor's Overview

By: Frank V. Cespedes
Keywords: Sales; Salesforce Management
Citation
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Cespedes, Frank V. "Managing Sales Interfaces: Course Module, Instructor's Overview." Harvard Business School Teaching Note 593-089, March 1993.
  • 2003
  • Other Unpublished Work

New Horizons in Selling and Sales Management

By: Frank V. Cespedes
Keywords: Salesforce Management
Citation
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Cespedes, Frank V. "New Horizons in Selling and Sales Management." American Marketing Association, January 2003.
  • November 2014 (Revised February 2016)
  • Case

DoubleDutch

By: Frank V. Cespedes and Matthew G. Preble
Lawrence Coburn and Pankaj Prasad, co-founders of the event solution startup DoubleDutch, have to make a significant decision about their young company's sales function. DoubleDutch's key product was a mobile application (app) and event management platform that... View Details
Keywords: Sales Management; Selling; Marketing Management; Strategy Implementation; Business Marketing; Sales Force Management; Salesforce Management; Marketing; Sales; Marketing Strategy; Strategy; Entrepreneurship; Business Startups; Technology Industry; United States; Europe; Asia
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Cespedes, Frank V., and Matthew G. Preble. "DoubleDutch." Harvard Business School Case 815-044, November 2014. (Revised February 2016.)
  • September 1996
  • Supplement

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

By: Benson P. Shapiro
Presents a sales presentation, allowing students and executive participants to develop a set of criteria for such a presentation and apply them to a real one. View Details
Keywords: Presentations; Sales; Financial Services Industry
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Shapiro, Benson P. "Howard, Shea & Chan Asset Management (D): Sales Presentation, Video." Harvard Business School Video Supplement 597-501, September 1996.
  • August 2021
  • Article

Improving Sales Hiring

By: Frank V. Cespedes
Sales hiring presents inherent challenges not found to the same extent in talent management in other functional areas. Moreover, common hiring practices make a tough job needlessly harder. This article suggests practical ways to improve sales hiring: Hire for the Task,... View Details
Keywords: Sales; Selection and Staffing
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Cespedes, Frank V. "Improving Sales Hiring." Top Sales Magazine (August 2021), 20–21.
  • May 1985
  • Supplement

Quaker Oats Co.: Field Sales Force Strategy and Management, R. Balsbaugh Interview, Video

By: John A. Quelch
Citation
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Quelch, John A. "Quaker Oats Co.: Field Sales Force Strategy and Management, R. Balsbaugh Interview, Video." Harvard Business School Video Supplement 885-522, May 1985.
  • October 7, 2014
  • Blog Post

How to Select Sales Managers Who Can Actually Manage.

By: Frank V. Cespedes
Keywords: Sales
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Cespedes, Frank V. "How to Select Sales Managers Who Can Actually Manage." HubSpot (October 7, 2014). http://blog.hubspot.com/sales/how-to-select-sales-managers-who-can-actually-manage.
  • 2021
  • Book

Sales Management That Works: How to Sell in a World That Never Stops Changing

By: Frank V. Cespedes
Selling is changing, but the impact on sales of megatrends like ecommerce, big data, and AI is often misunderstood and not supported by empirical data. Managers who fail to separate fact from hype will make decisions based on bad assumptions and, in a competitive... View Details
Keywords: Sales; Strategy; Salesforce Management; Change; Adaptation
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Cespedes, Frank V. Sales Management That Works: How to Sell in a World That Never Stops Changing. Boston, MA: Harvard Business Review Press, 2021.
  • July 2023
  • Teaching Note

Belden and Digital Transformation: From Product Sales to Solutions Sales

By: Frank V. Cespedes
Teaching Note for HBS Case No. 823-002. Belden manufactures devices such as switches, cables, adapters, and connectors. Faced with market changes, the firm initiated a new Enhanced Solutions Delivery (ESD) initiative. In November 2022 executives are evaluating the... View Details
Keywords: Change Management; Digital Transformation; Organizational Change and Adaptation; Sales; Marketing Channels; Manufacturing Industry
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Cespedes, Frank V. "Belden and Digital Transformation: From Product Sales to Solutions Sales." Harvard Business School Teaching Note 823-130, July 2023.
  • January 2019 (Revised October 2019)
  • Case

Commercial Sales Transformation at Microsoft

By: Doug J. Chung
Industry leaders should adapt to changes in the business context and consider different ways to grow. Advances in technology had shifted software demand to the cloud. As a result, Microsoft announced a strategic shift in direction from its existing ‘Windows first’... View Details
Keywords: Sales; Strategy; Transformation
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Chung, Doug J. "Commercial Sales Transformation at Microsoft." Harvard Business School Case 519-054, January 2019. (Revised October 2019.)
  • April 2008
  • Case

Campbell and Bailyn's Boston Office: Managing the Reorganization

By: Anne Donnellon and Dun Gifford Jr
Ken Winston, the regional sales manager at a securities brokerage firm, has reorganized his generalist salespeople into Key Account Teams (KAT) to increase sales of specialized, higher-margin fixed income products. Winston is also implementing a new corporate... View Details
Keywords: Organizational Behavior; Fixed Costs; Group Dynamics; Human Resource Management; Compensation; Matrix Organization; Sales; Leading Teams; Management; Leadership; Organizational Design; Organizational Structure; Groups and Teams; Organizational Culture; Organizational Change and Adaptation; Change Management; Salesforce Management; Compensation and Benefits; Financial Services Industry; Boston
Citation
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Donnellon, Anne, and Dun Gifford Jr. "Campbell and Bailyn's Boston Office: Managing the Reorganization." Harvard Business School Brief Case 082-182, April 2008.
  • Research Summary

Overview

Dr. Burch’s research focuses on capitalism, work, and gender in the twentieth-century United States. Her work reinterprets the history of direct selling by placing it at the center, rather than on the margins, of narratives about advanced capitalism. Examining the... View Details
Keywords: Business History; Political Economy; Labor History; Gender; Marketing; Sales Force Management; Direct Sales; United States
  • January 2008
  • Article

The Five Competitive Forces That Shape Strategy

By: Michael E. Porter
This article includes a one-page preview that quickly summarizes the key ideas and provides an overview of how the concepts work in practice along with suggestions for further reading. In 1979, a young associate professor at Harvard Business School published his first... View Details
Keywords: Profit; Five Forces Framework; Industry Growth; Industry Structures; Business and Government Relations; Competitive Strategy
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Porter, Michael E. "The Five Competitive Forces That Shape Strategy." Special Issue on HBS Centennial. Harvard Business Review 86, no. 1 (January 2008): 78–93.
  • April 2006 (Revised April 2012)
  • Background Note

The Company Sale Process

By: William E. Fruhan Jr.
Lays out the steps, the timeline, and the process by which a company is sold. Focuses on the sale of companies with enterprise values greater than $100 million. These transactions are large enough to require the help of a financial adviser and attract both strategic... View Details
Keywords: Mergers and Acquisitions; Auctions; Bids and Bidding; Agreements and Arrangements; Sales
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Fruhan, William E., Jr. "The Company Sale Process." Harvard Business School Background Note 206-108, April 2006. (Revised April 2012.)
  • May 2011
  • Case

Baria Planning Solutions, Inc.: Fixing the Sales Process

By: Steven C. Wheelwright and William Schmidt
Baria Planning Solutions (BPS) is a consulting firm that specializes in using spend analysis to help companies identify savings through reduced procurement costs and improved supplier performance. Management is concerned about the disappointing performance of the sales... View Details
Keywords: Quantitative Analysis; Technology; Operations Management; Product Lines; Manufacturing; Capacity Planning; Production Planning; Production; Management Practices and Processes; Service Operations; Supply Chain Management; Salesforce Management; Planning; Consulting Industry; North and Central America
Citation
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Wheelwright, Steven C., and William Schmidt. "Baria Planning Solutions, Inc.: Fixing the Sales Process." Harvard Business School Brief Case 114-568, May 2011.
  • October 2024
  • Article

How to Use Sales Assessments

By: Frank V. Cespedes
Judging a person’s fit for a sales job is complex, and research shows that managers greatly overrate their ability to predict someone’s performance on the basis of interviews. Hence, using assessments is a growing trend in sales hiring and training. This article... View Details
Keywords: Forecasting and Prediction; Performance Evaluation; Sales
Citation
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Cespedes, Frank V. "How to Use Sales Assessments." Top Sales Magazine (October 2024), 10–11.
  • September 2024
  • Article

Sales Coaching and Value Creation

By: Frank V. Cespedes
Despite the prevalence of “coachability” in firms’ stated hiring criteria, managers over-estimate the amount of time they actually devote to coaching their people. For example, research indicates that only 15% of sales managers even spend as much as 25% of their time... View Details
Keywords: Competency and Skills; Employee Relationship Management; Management Practices and Processes
Citation
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Cespedes, Frank V. "Sales Coaching and Value Creation." Top Sales Magazine (September 2024), 20–21.
  • April 2018
  • Article

Effective Sales Training: What Are the Foundational Elements?

By: Frank V. Cespedes
Across industries, turnover in sales positions averages about 25–30% annually. This means that, at many firms, the equivalent of the entire sales force must be replaced and trained every four years or so. No other function has an ongoing talent management task of that... View Details
Keywords: Salesforce Management; Training
Citation
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Cespedes, Frank V. "Effective Sales Training: What Are the Foundational Elements?" Top Sales Magazine (April 2018), 22–23.
  • May 2023
  • Article

Where Sales Technology (Really) Helps

By: Frank V. Cespedes
Interest in Sales Enablement (SE), the catch-all term for attempts to increase sales productivity with AI and other technologies, is driven by multiple factors. One is the declining costs of the tools. Also, selling is now data-hungry work and not just in tech sectors.... View Details
Citation
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Cespedes, Frank V. "Where Sales Technology (Really) Helps." Top Sales Magazine (May 2023), 26–27.
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