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      • Faculty Publications  (743)

      Sales ManagementRemove Sales Management →

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      • June 2018
      • Case

      Forta Furniture: International Expansion

      By: John A. Quelch and Karthik Easwar
      The Forta Furniture case highlights the need to consider new market expansion to grow a firm. It demonstrates that simply doing what has always been done is not sustainable when other competitors enter the market with differentiated or potentially superior offerings.... View Details
      Keywords: Market Entry and Exit; Global Range; Decision Making; Analysis; Cross-Cultural and Cross-Border Issues; Growth and Development Strategy; Brands and Branding; Expansion
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      Quelch, John A., and Karthik Easwar. "Forta Furniture: International Expansion." Harvard Business School Brief Case 918-547, June 2018.
      • June 2018
      • Teaching Note

      Kvadrat: Leading for Innovation

      By: Boris Groysberg and Sarah L. Abbott
      In 2013, Anders Byriel, CEO of the family-owned Danish textiles company, Kvadrat, considered the firm's strategic plan. In 2000, Byriel and Mette Bendix, Kvadrat's Product Director, had taken over management of the company from their fathers, who had founded Kvadrat in... View Details
      Keywords: Leadership; Business or Company Management; Growth and Development Strategy; Human Resources; Asia
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      Groysberg, Boris, and Sarah L. Abbott. "Kvadrat: Leading for Innovation." Harvard Business School Teaching Note 418-088, June 2018.
      • June 2018
      • Case

      Meridian Systems

      By: Frank V. Cespedes and Michael J. Roberts
      The Meridian Systems case focuses on a start-up in the restaurant point of sale (POS) systems market. In early 2018, Meridian is getting ready to roll out a POS system based on a new technology—a tablet-based, Wi-Fi-enabled POS system (the "tablet" system, or... View Details
      Keywords: Business Startups; Sales; Strategy; Salesforce Management; Organizational Structure; Technological Innovation; Marketing Strategy
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      Cespedes, Frank V., and Michael J. Roberts. "Meridian Systems." Harvard Business School Brief Case 918-533, June 2018.
      • June 2018
      • Teaching Note

      Meridian Systems (Brief Case)

      By: Frank V. Cespedes and Michael J. Roberts
      Teaching Note for HBS No. 918-533. The key issues discussed in the Meridian teaching note concern sales force deployment: decisions about how to focus sales efforts with respect to territories, customers, and products. The teaching note explains the strengths and... View Details
      Keywords: Business Startups; Sales; Strategy; Salesforce Management; Organizational Structure; Technological Innovation; Marketing Strategy
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      Cespedes, Frank V., and Michael J. Roberts. "Meridian Systems (Brief Case)." Harvard Business School Teaching Note 918-534, June 2018.
      • June 2018
      • Case

      Verona Group

      By: Robert L. Simons and Sarah Abbott
      Are a salesperson's struggles her own fault or the result of a problematic job design? Anna George works as a salesperson at Verona Group, a company that designs and wholesales high-end women's apparel. She had spent nearly 20 years in sales with another fashion label... View Details
      Keywords: Jobs and Positions; Design; Analysis; Performance; Measurement and Metrics; Salesforce Management; Organizational Design
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      Simons, Robert L., and Sarah Abbott. "Verona Group." Harvard Business School Brief Case 918-531, June 2018.
      • June 2018 (Revised July 2018)
      • Teaching Note

      Mark43

      By: Thomas Eisenmann, Mitchell Weiss and Matt Higgins
      Teaching Note for HBS No. 817-016. The founders of Mark43, an early-stage startup that provides software for law enforcement agencies, must decide whether to bid on a request for proposals (RFP) from the Los Angeles Police Department (LAPD). On the one hand, LAPD would... View Details
      Keywords: Sales; Customers; Entrepreneurship; Applications and Software; Business Startups; Growth and Development Strategy; Decision Making; Technology Industry; District of Columbia; Los Angeles
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      Eisenmann, Thomas, Mitchell Weiss, and Matt Higgins. "Mark43." Harvard Business School Teaching Note 818-104, June 2018. (Revised July 2018.)
      • May 2018
      • Case

      Sagacity Tea: What Direction for Growth?

      By: John A. Quelch and Amy Handlin
      Kate Moran, CEO and cofounder of Sagacity Tea, a small, Vermont-based ready-to-drink tea brand, is considering a consumer-product group (CPG) broker's proposal for the product's launch in several cities along the East Coast of the United States. The commitments in the... View Details
      Keywords: Product Launch; Marketing; Distribution; Growth Management; Marketing Channels; Decision Choices and Conditions
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      Quelch, John A., and Amy Handlin. "Sagacity Tea: What Direction for Growth?" Harvard Business School Brief Case 918-527, May 2018.
      • May 2018 (Revised February 2019)
      • Teaching Note

      Greg Mazur and the Purchase of Great Eastern Premium Pet Foods

      By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
      Teaching Note for HBS No. 211-085. Greg Mazur (HBS 1997) identified a small firm, Great Eastern Premium Pet Food, in December of 1998 that fit his search criteria and decided to offer the seller a cash price of $1.2 million plus an earn-out equal to 1% of revenue over... View Details
      Keywords: Acquisition; Entrepreneurship; Financing and Loans; Negotiation Deal; Strategic Planning; Valuation; Analysis
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      Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Greg Mazur and the Purchase of Great Eastern Premium Pet Foods." Harvard Business School Teaching Note 218-122, May 2018. (Revised February 2019.)
      • April 2018
      • Teaching Note

      Formlabs: Selling a New 3D Printer

      By: Frank Cespedes
      Teaching Note for HBS No. 817-001. Formlabs is a venture that manufactures and sells 3D printers used in a variety of industries and applications. As the young company prepares to ship its latest model, the head of Customer Development is tasked with developing a... View Details
      Keywords: 3D Printing And Manufacturing; Sales Channel Development; Sales Strategy; Entrepreneurial Management; Product Engineering; Prototype; Prototyping; Entrepreneurship; Product Launch; Information Infrastructure; Business Startups; Customers; Technological Innovation; Growth and Development Strategy; Technology Adoption; Marketing Channels; Marketing Strategy; Product Positioning; Demand and Consumers; Sales; Salesforce Management; Technology Industry; Computer Industry; Manufacturing Industry; United States; Massachusetts; Europe; Asia
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      Cespedes, Frank. "Formlabs: Selling a New 3D Printer." Harvard Business School Teaching Note 818-127, April 2018.
      • April 2018
      • Teaching Note

      InsideSales.com (A) and (B)

      By: Frank Cespedes
      Teaching Note for HBS Nos. 817-018 and 817-042. InsideSales.com (ISC) has been successful selling its software to small- and medium-sized businesses (SMB). But for various reasons, the founders see “the next stage of growth” as building a scalable sales and service... View Details
      Keywords: Corporate Entrepreneurship; Organizational Change and Adaptation; Organizational Design; Customer Relationship Management; Growth Management; Marketing Strategy; Salesforce Management; Talent and Talent Management; Technology Industry
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      Cespedes, Frank. "InsideSales.com (A) and (B)." Harvard Business School Teaching Note 818-122, April 2018.
      • April 2018 (Revised May 2018)
      • Case

      Goldman Sachs: Making an Imprint in Impact Investing

      By: Shawn Cole, Vikram S. Gandhi, Caitlin Reimers Brumme and Lynn Schenk
      Goldman Sachs acquired Imprint Capital Advisors, a small firm that specialized in advising clients on environmental/social/governance (ESG) and impact investments. The founders sold Imprint with the belief that joining a global financial firm would help to scale impact... View Details
      Keywords: Impact Investing; ESG; Investment; Corporate Social Responsibility and Impact; Environmental Sustainability; Growth and Development Strategy; Acquisition; Integration
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      Cole, Shawn, Vikram S. Gandhi, Caitlin Reimers Brumme, and Lynn Schenk. "Goldman Sachs: Making an Imprint in Impact Investing." Harvard Business School Case 218-069, April 2018. (Revised May 2018.)
      • 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
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      Cespedes, Frank V. "Effective Sales Training: What Are the Foundational Elements?" Top Sales Magazine (April 2018), 22–23.
      • March 2018
      • Teaching Note

      Augmedix

      By: Frank V. Cespedes
      Teaching Note for HBS No. 817-048. Augmedix provides a service that live-streams video of patient appointments to a remote scribe, freeing up significant physician time from electronic medical record data-entry tasks. The venture is confronting decisions in areas such... View Details
      Keywords: Entrepreneurship; Sales; Management; Marketing Strategy; Growth and Development Strategy; Technology Adoption; Customers; Segmentation; Health Industry; Technology Industry; United States
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      Cespedes, Frank V. "Augmedix." Harvard Business School Teaching Note 818-117, March 2018.
      • March 2018
      • Teaching Note

      Mavi: Fashioning a Path to Brand Growth

      By: Jill Avery and Gamze Yucaoglu
      Mavi, a leading Turkish apparel retailer, had sales of $419 million in 2015, up 20%. Growth rates like these were becoming routine at Mavi. But, its path to growth was getting more challenging, and Turkven, Mavi’s private equity partner, was planning its exit options... View Details
      Keywords: Retailing; Fashion; Brand; Brand Management; Brand Extension; Brand Equity; Private Equity; Marketing; Marketing Strategy; Brands and Branding; Growth and Development Strategy; Decision Choices and Conditions; Retail Industry; Fashion Industry; Turkey; Europe
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      Avery, Jill, and Gamze Yucaoglu. "Mavi: Fashioning a Path to Brand Growth." Harvard Business School Teaching Note 518-094, March 2018.
      • March 2018 (Revised September 2019)
      • Case

      Chewy.com (A)

      By: Jeffrey F. Rayport and Matthew G. Preble
      In late 2013, Ryan Cohen, cofounder and CEO of online pet products retailer Chewy.com, faces a “bet the company decision”—whether to stay with a third-party logistics provider (3PL) for all of its e-commerce fulfillment or to take the function in house. Cohen worries... View Details
      Keywords: Pet Food; Pet Products; Retail; Growth and Development Strategy; Service Operations; Decision Choices and Conditions; E-commerce; Retail Industry; Service Industry; Florida; United States
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      Rayport, Jeffrey F., and Matthew G. Preble. "Chewy.com (A)." Harvard Business School Case 818-079, March 2018. (Revised September 2019.)
      • March 2018
      • Teaching Note

      Project Titan at Northrop Grumman

      By: C. Fritz Foley, Lauren G. Pickle, David Lane and F. Katelynn Boland
      Teaching Note for HBS No. 215-001. In March of 2011, Northrop Grumman divested shipbuilding assets through the spin-off of Huntington Ingalls Industries. This case reviews many of the key questions faced by Northrop's CEO, CFO, and top management team during this... View Details
      Keywords: Corporate Reorganization; Spin Off; Asset Sales; Managing Portfolios Of Businesses; Managing Change; Diversification; Change Management; Restructuring; Corporate Strategy; Financial Strategy; Manufacturing Industry
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      Foley, C. Fritz, Lauren G. Pickle, David Lane, and F. Katelynn Boland. "Project Titan at Northrop Grumman." Harvard Business School Teaching Note 218-103, March 2018.
      • March 2018
      • Teaching Note

      Making Target the Target: Boycotts and Corporate Political Activity (A) and (B)

      By: Nien-hê Hsieh and Victor Wu
      Through the challenges facing Target, the case examines the ways in which corporations can become involved in political and legislative debates and processes, ranging from campaign contributions to lobbying. In 2016, Target CEO Brian Cornell must determine how to... View Details
      Keywords: Public Opinion; Social Issues; Corporate Social Responsibility and Impact; Mission and Purpose; Problems and Challenges; Laws and Statutes; Rights; Crisis Management; Risk Management; Media; Political Elections; Taxation; Corporate Accountability; Values and Beliefs; Fairness; Diversity; Customers; Communication; Business and Government Relations; Retail Industry; United States
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      Hsieh, Nien-hê, and Victor Wu. "Making Target the Target: Boycotts and Corporate Political Activity (A) and (B)." Harvard Business School Teaching Note 318-123, March 2018.
      • February 2018 (Revised October 2019)
      • Case

      HubSpot and Motion AI: Chatbot-Enabled CRM

      By: Jill Avery and Thomas Steenburgh
      HubSpot, an inbound marketing, sales, and customer relationship management (CRM) software provider, announced that it had acquired Motion AI, a software platform that enabled companies to easily build and deploy chatbots, fueled by artificial intelligence, to interact... View Details
      Keywords: CRM; Sales Management; Customer Service; Artificial Intelligence; B2B Vs. B2C; Business Marketing; SaaS; Marketing; Marketing Strategy; Brands and Branding; Customer Focus and Relationships; Sales; Salesforce Management; Technological Innovation; Applications and Software; Customer Relationship Management; AI and Machine Learning; Technology Industry; Service Industry; United States; North America
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      Avery, Jill, and Thomas Steenburgh. "HubSpot and Motion AI: Chatbot-Enabled CRM." Harvard Business School Case 518-067, February 2018. (Revised October 2019.)
      • February 2018
      • Case

      Robert K. Steel at Wachovia (A)

      By: Gautam Mukunda, Nien-hê Hsieh and David Lane
      In September 2008, Robert Steel presided over the sale of Wachovia, a top U.S. bank, less than three months after becoming its CEO. Wachovia’s exposure to risky home loans led depositors and creditors to flee the bank on Friday, September 26, after the FDIC seized and... View Details
      Keywords: Leadership; Financial Crisis; Robert Steel; Wachovia; Sheila Bair; Richard Kovacevich; Wells Fargo; Vikram Pandit; Citigroup; FDIC; Tim Geithner; Mortgage Lending; Contagion; Mergers And Acquisitions; Financial Services; Banking; Decision Making; Ethics; Fairness; Finance; Leadership Style; Crisis Management; Management Style; Risk Management; Negotiation; Business and Stakeholder Relations; Banking Industry; United States
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      Mukunda, Gautam, Nien-hê Hsieh, and David Lane. "Robert K. Steel at Wachovia (A)." Harvard Business School Case 418-055, February 2018.
      • February 2018
      • Supplement

      Robert K. Steel at Wachovia (B)

      By: Gautam Mukunda, Nien-hê Hsieh and David Lane
      In September 2008, Robert Steel presided over the sale of Wachovia, a top U.S. bank, less than three months after becoming its CEO. Wachovia’s exposure to risky home loans led depositors and creditors to flee the bank on Friday, September 26, after the FDIC seized and... View Details
      Keywords: Leadership; Financial Crisis; Robert Steel; Wachovia; Sheila Bair; Richard Kovacevich; Wells Fargo; Vikram Pandit; Citigroup; FDIC; Tim Geithner; Mortgage Lending; Contagion; Mergers And Acquisitions; Financial Services; Banking; Decision Making; Ethics; Fairness; Finance; Leadership Style; Crisis Management; Management Style; Risk Management; Negotiation; Business and Stakeholder Relations; Banking Industry; United States
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      Mukunda, Gautam, Nien-hê Hsieh, and David Lane. "Robert K. Steel at Wachovia (B)." Harvard Business School Supplement 418-056, February 2018.
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