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Publications

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    • All HBS Web  (254)
      • Faculty Publications  (92)

      Salesforce ManagementRemove Salesforce Management →

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      • September 2016
      • Supplement

      ZenRecruit: Sales Coaching and Performance Reviews

      By: Mark N. Roberge
      Amara Kaggwa leads the small but rapidly expanding sales team at ZenRecruit, a recruiting software application used by small businesses. Armed with six months of sales performance metrics, Kaggwa is preparing for her monthly performance conversations with two... View Details
      Keywords: Business or Company Management; Salesforce Management; Applications and Software; Employees; Performance Evaluation; Information Technology Industry; Retail Industry
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      Roberge, Mark N. "ZenRecruit: Sales Coaching and Performance Reviews." Harvard Business School Spreadsheet Supplement 817-704, September 2016.
      • 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.)
      • August 2015
      • Case

      Kjell & Company: Electronics Accessories Retail in the Nordics

      By: Krishna Palepu, Das Narayandas and Kerry Herman
      Swedish electronics accessories retailer Kjell is considering several issues as it plots its next stage of growth. How should it balance opportunities to expand retail stores into a new market (Oslo, Norway) with additional growth in its home market—Sweden—with... View Details
      Keywords: Consumer Electronics Accessories; Online Channel; Omni-channel; Private Equity; Retail; Salesforce Management; Performance Management; Marketing; Sales; Strategy; Scandinavia; Sweden; Norway
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      Palepu, Krishna, Das Narayandas, and Kerry Herman. "Kjell & Company: Electronics Accessories Retail in the Nordics." Harvard Business School Case 116-009, August 2015.
      • 2015
      • Working Paper

      Incentives versus Reciprocity: Insights from a Field Experiment

      By: Doug J. Chung and Das Narayandas
      We conduct a field experiment in which we vary the sales force compensation scheme at an Asian enterprise that sells consumer durable goods. With variation generated by the experimental treatments, we model sales force performance to identify the effectiveness of... View Details
      Keywords: Sales Force Compensation; Field Experiment; Heterogeneity; Loss Aversion; Reciprocity; Motivation and Incentives; Salesforce Management; Compensation and Benefits
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      Chung, Doug J., and Das Narayandas. "Incentives versus Reciprocity: Insights from a Field Experiment." Harvard Business School Working Paper, No. 15-084, April 2015. (Revised November 2015.)
      • March 2015 (Revised December 2016)
      • Case

      Philips Healthcare Latin America

      By: Sunil Gupta
      On a beautiful sunny afternoon in October 2013, Daniel Mazon (GMP 15), decided to take some time out of his busy schedule of the General Management Program (GMP) at the Harvard Business School to reflect on his company's situation. Mazon was the Vice President and... View Details
      Keywords: Healthcare; Latin America; Organizational Structure; Salesforce Management; Health Care and Treatment; Medical Devices and Supplies Industry; Health Industry; Latin America
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      Gupta, Sunil. "Philips Healthcare Latin America." Harvard Business School Case 515-097, March 2015. (Revised December 2016.)
      • 2015
      • Case

      Fine Harvest Restaurant Group (cases A and B)

      By: Clara (Xiaoling) Chen, Kenneth A. Merchant, Tatiana Sandino and Wim A. Van der Stede
      The Fine Harvest Restaurant Group cases A and B examine a company's design of a new system to evaluate the performance (and determine the bonuses) for its restaurant managers. Fine Harvest had traditionally evaluated restaurant managers based on store margins and had... View Details
      Keywords: Incentive Systems; Relative Performance Evaluation; Restaurant Industry; Accounting; Economics; Human Resources; Measurement and Metrics; Labor; Performance; Salesforce Management; Retail Industry; North and Central America
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      Chen, Clara (Xiaoling), Kenneth A. Merchant, Tatiana Sandino, and Wim A. Van der Stede. "Fine Harvest Restaurant Group (cases A and B)." University of Southern California, Marshall School of Business Case, 2015.
      • 2014
      • Teaching Note

      Fine Harvest Restaurant Group

      By: Clara X. Chen, Kenneth A. Merchant, Tatiana Sandino and Wim Van der Stede
      The Fine Harvest Restaurant Group cases A and B examine a company's design of a new system to evaluate the performance (and determine the bonuses) for its restaurant managers. Fine Harvest had traditionally evaluated restaurant managers based on store margins and had... View Details
      Keywords: Incentive Systems; Relative Performance Evaluation; Restaurant Industry; Accounting; Economics; Human Resources; Measurement and Metrics; Labor; Performance; Salesforce Management; Retail Industry; North and Central America
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      Chen, Clara X., Kenneth A. Merchant, Tatiana Sandino, and Wim Van der Stede. "Fine Harvest Restaurant Group." University of Southern California, Marshall School of Business Teaching Note, 2014.
      • February 2014 (Revised January 2024)
      • Case

      Go Mobile: Aligning District Managers and Store Teams

      By: Tatiana Sandino
      Indian cell phone retailer Go Mobile had implemented high-powered incentives to motivate its store employees to behave as owners and provide exceptional service. As the company scaled up, it faced multiple challenges in building a layer of district managers that were... View Details
      Keywords: Employee Relationship Management; Mobile and Wireless Technology; Growth Management; Organizational Design; Salesforce Management; Motivation and Incentives; Management Practices and Processes; Telecommunications Industry; India
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      Sandino, Tatiana. "Go Mobile: Aligning District Managers and Store Teams." Harvard Business School Case 114-034, February 2014. (Revised January 2024.)
      • January 2014 (Revised August 2017)
      • Case

      StepSmart Fitness

      By: Robert J. Dolan, Benson P. Shapiro and Alisa Zalosh
      StepSmart Fitness, a manufacturer of exercise equipment, is undergoing a sweeping reorganization. The new CEO has terminated the District Sales Director and Regional VP and promoted 30-year-old Benjamin Cooper to manage the underperforming New England district. A... View Details
      Keywords: Analysis; Restructuring; Salesforce Management; Management Succession; Performance Improvement; Manufacturing Industry; Sports Industry; New England
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      Dolan, Robert J., Benson P. Shapiro, and Alisa Zalosh. "StepSmart Fitness." Harvard Business School Brief Case 914-509, January 2014. (Revised August 2017.)
      • 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.)
      • May 2013
      • Case

      Wendy Peterson

      By: Linda A. Hill and Alisa Zalosh
      Wendy Peterson was recently promoted to Vice President of Sales at the Plano, Texas, office of AccountBack, an accounting software and services company. To penetrate a perceived market niche, Peterson hires Fred (Xing) Wu, whose familiarity with and access to Chinese... View Details
      Keywords: Leadership; Conflict Management; Salesforce Management; Rank and Position; Performance Evaluation; Management Teams; Cross-Cultural and Cross-Border Issues; Accounting Industry; Texas
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      Hill, Linda A., and Alisa Zalosh. "Wendy Peterson." Harvard Business School Brief Case 913-560, May 2013.
      • December 2012 (Revised October 2022)
      • Case

      Plastiq

      By: Jeffrey J. Bussgang, Gaurav Jain, Liroy Haddad, Luke Langford and Matt Noble
      The young CEO of a venture-backed startup needs to figure out his go to market strategy and the right profile for his first key sales hires. Should he develop partnerships with channels that would provide leverage or build out a direct sales force? And should the sales... View Details
      Keywords: Payments; Sales; Channels; Credit Cards; Digital Platforms; Selection and Staffing; Cost vs Benefits; Salesforce Management; Marketing Channels; Business Startups; Business Strategy; Marketing Strategy; Partners and Partnerships; Management Systems
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      Bussgang, Jeffrey J., Gaurav Jain, Liroy Haddad, Luke Langford, and Matt Noble. "Plastiq." Harvard Business School Case 813-125, December 2012. (Revised October 2022.)
      • December 2012 (Revised August 2020)
      • Case

      Rodan + Fields Dermatologists

      By: Das Narayandas, Michael Roberts and Liz Kind
      The case focuses on issues involved in managing the direct multilevel marketing sales consultants who sell R+F skin care products. The company is trying to better manage the inconsistent and highly variable recruitment behavior of the sales force i.e., the degree to... View Details
      Keywords: Marketing; Salesforce Management; Recruitment; Compensation and Benefits; Consumer Products Industry; Beauty and Cosmetics Industry; California
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      Narayandas, Das, Michael Roberts, and Liz Kind. "Rodan + Fields Dermatologists." Harvard Business School Case 513-067, December 2012. (Revised August 2020.)
      • July 2012 (Revised August 2015)
      • Case

      SOHO China: Design, Development, and Social Harmony

      By: Arthur I Segel and Mukti Khaire
      Founded in 1995 by Zhang Xin and her husband Mr. Pan Shiyi, SOHO China has developed into a world-class real estate development firm that has consistently delivered high-quality projects known for their cutting-edge designs and investment potential. Despite the... View Details
      Keywords: Real Estate; Organizational Culture; Leasing; Design; Asset Management; Salesforce Management; Sales; Real Estate Industry; China
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      Segel, Arthur I., and Mukti Khaire. "SOHO China: Design, Development, and Social Harmony." Harvard Business School Case 213-025, July 2012. (Revised August 2015.)
      • October 2011 (Revised April 2017)
      • Teaching Note

      Raleigh & Rosse: Measures to Motivate Exceptional Service (Brief Case)

      By: Robert L. Simons and Michael Mahoney
      Teaching Note for 4353. View Details
      Keywords: Control Systems; Performance Measurement; Goal Setting; Compensation; Incentives; Motivation; Sales Compensation; Strategy And Execution; Motivation and Incentives; Goals and Objectives; Salesforce Management; Organizational Culture; Accounting; Performance Evaluation; Compensation and Benefits
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      Simons, Robert L., and Michael Mahoney. "Raleigh & Rosse: Measures to Motivate Exceptional Service (Brief Case)." Harvard Business School Teaching Note 114-355, October 2011. (Revised April 2017.)
      • 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
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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.
      • May 2011 (Revised March 2012)
      • Case

      InterfaceRAISE: Sustainability Consulting

      By: Michael W. Toffel, Robert G. Eccles and Casey Taylor
      InterfaceRAISE is a sustainability management consulting firm created to leverage the capabilities of its parent company Interface Inc., a carpet manufacturer recognized as a global leader in corporate environmental sustainability. This case illustrates the challenges... View Details
      Keywords: Problems and Challenges; Integrated Corporate Reporting; Corporate Social Responsibility and Impact; Entrepreneurship; Performance; Environmental Accounting; Profit; Marketing Strategy; Human Resources; Business Model; Leveraged Buyouts; Salesforce Management; Consulting Industry; Manufacturing Industry
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      Toffel, Michael W., Robert G. Eccles, and Casey Taylor. "InterfaceRAISE: Sustainability Consulting." Harvard Business School Case 611-069, May 2011. (Revised March 2012.)
      • April 2011
      • Case

      Designs by Kate: The Power of Direct Sales

      By: John A. Deighton and Sarah Abbott
      The sales representatives at Designs by Kate (DBK) sell private label jewelry at hosted parties and through online social media channels. They are also responsible for recruiting, training, and managing new sales reps. CEO and founder Kate Creevey designed the... View Details
      Keywords: Direct Sales; Consumer Marketing; Marketing Management; Personal Selling; Sales Compensation; Sales Organization; Motivation and Incentives; Marketing Strategy; Salesforce Management; Performance; Compensation and Benefits; Apparel and Accessories Industry
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      Deighton, John A., and Sarah Abbott. "Designs by Kate: The Power of Direct Sales." Harvard Business School Brief Case 114-284, April 2011.
      • April 2011 (Revised May 2011)
      • Case

      EMC2: Delivering Customer Centricity

      By: Thomas Steenburgh and Jill Avery
      This case introduces the concept of customer centricity and traces its development at EMC, the world's leading data storage hardware and information management software company. EMC's customers had historically relied on EMC salespeople to guide them through the... View Details
      Keywords: Business Model; Interpersonal Communication; Customer Relationship Management; Knowledge Acquisition; Marketing Strategy; Organizational Change and Adaptation; Salesforce Management; Social and Collaborative Networks; Internet; Information Technology Industry
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      Steenburgh, Thomas, and Jill Avery. "EMC2: Delivering Customer Centricity." Harvard Business School Case 511-124, April 2011. (Revised May 2011.)
      • February 2011 (Revised December 2014)
      • Case

      RentJuice

      By: Thomas Eisenmann and Liz Kind
      RentJuice, founded in mid-2008, provided a subscription software service—sold via phone and live online webinars—that allowed real estate professionals like brokers and agents to manage and market rental listings, communicate with clients, and complete transaction... View Details
      Keywords: Renting or Rental; Product Launch; Applications and Software; Property; Business Startups; Salesforce Management; Product Marketing; Real Estate Industry; Information Technology Industry
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      Eisenmann, Thomas, and Liz Kind. "RentJuice." Harvard Business School Case 811-069, February 2011. (Revised December 2014.)
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