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    • Faculty Publications  (252)

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    • All HBS Web  (120,067)
      • Faculty Publications  (252)

      Customer Relationship ManagementRemove Customer Relationship Management →

      ← Page 2 of 252 Results →
      • March 2024
      • Case

      Madrigal: Conducting a Customer-Base Audit

      By: Eva Ascarza, Bruce Hardie, Michael Ross and Peter S. Fader
      This case presents a scenario where Madrigal, a U.S. retailer with a rich 20-year history and a solid loyalty program, faces a turning point with the arrival of a new CEO. This leadership change reveals a critical gap in understanding the customer base, prompting an... View Details
      Keywords: Customer Relationship Management; Analytics and Data Science; Growth and Development Strategy; Customer Value and Value Chain; Retail Industry; United States
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      Ascarza, Eva, Bruce Hardie, Michael Ross, and Peter S. Fader. "Madrigal: Conducting a Customer-Base Audit." Harvard Business School Case 524-046, March 2024.
      • March 2024
      • Case

      Unintended Consequences of Algorithmic Personalization

      By: Eva Ascarza and Ayelet Israeli
      “Unintended Consequences of Algorithmic Personalization” (HBS No. 524-052) investigates algorithmic bias in marketing through four case studies featuring Apple, Uber, Facebook, and Amazon. Each study presents scenarios where these companies faced public criticism for... View Details
      Keywords: Race; Gender; Marketing; Diversity; Customer Relationship Management; Prejudice and Bias; Customization and Personalization; Technology Industry; Retail Industry; United States
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      Ascarza, Eva, and Ayelet Israeli. "Unintended Consequences of Algorithmic Personalization." Harvard Business School Case 524-052, March 2024.
      • February 2024 (Revised February 2024)
      • Teaching Note

      Travelogo: Understanding Customer Journeys

      By: Eva Ascarza and Ta-Wei Huang
      Teaching Note for HBS Exercise 524-044. The exercise aims to teach students about 1) Customer Segmentation; and 2) constructing buying personas, 3) Get actionable insights from clickstream data. View Details
      Keywords: Customer Relationship Management; Analysis; Analytics and Data Science; Marketing Strategy; Segmentation; Consumer Behavior; Travel Industry; United States
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      Ascarza, Eva, and Ta-Wei Huang. "Travelogo: Understanding Customer Journeys." Harvard Business School Teaching Note 524-045, February 2024. (Revised February 2024.)
      • January 2024 (Revised February 2024)
      • Course Overview Note

      Managing Customers for Growth: Course Overview for Students

      By: Eva Ascarza
      Managing Customers for Growth (MCG) is a 14-session elective course for second-year MBA students at Harvard Business School. It is designed for business professionals engaged in roles centered on customer-driven growth activities. The course explores the dynamics of... View Details
      Keywords: Customer Relationship Management; Decision Making; Analytics and Data Science; Growth Management; Telecommunications Industry; Technology Industry; Financial Services Industry; Education Industry; Travel Industry
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      Ascarza, Eva. "Managing Customers for Growth: Course Overview for Students." Harvard Business School Course Overview Note 524-032, January 2024. (Revised February 2024.)
      • November 2023 (Revised March 2024)
      • Technical Note

      Customer Data Privacy

      By: Eva Ascarza and Ta-Wei Huang
      This note provides an overview of the evolving landscape of customer data privacy in 2023. It highlights two pivotal aspects that make privacy a central concern for businesses: building and maintaining customer trust and navigating the intricate regulatory... View Details
      Keywords: Customer Relationship Management; Governance Compliance; Governing Rules, Regulations, and Reforms; Risk and Uncertainty; Reputation; Trust; Information Management; Retail Industry; Technology Industry; Financial Services Industry; Telecommunications Industry; Europe; United States
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      Ascarza, Eva, and Ta-Wei Huang. "Customer Data Privacy." Harvard Business School Technical Note 524-005, November 2023. (Revised March 2024.)
      • October 2023 (Revised February 2024)
      • Teaching Note

      Managing Customer Retention at Teleko

      By: Eva Ascarza and Ta-Wei Huang
      Teaching Note for HBS Case No. 523-005. View Details
      Keywords: Customer Relationship Management; United States
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      Ascarza, Eva, and Ta-Wei Huang. "Managing Customer Retention at Teleko." Harvard Business School Teaching Note 524-036, October 2023. (Revised February 2024.)
      • October 2023 (Revised February 2024)
      • Technical Note

      Design and Evaluation of Targeted Interventions

      By: Eva Ascarza and Ta-Wei (David) Huang
      Targeted interventions serve as a pivotal tool in business strategy, streamlining decisions for enhanced efficiency and effectiveness. This note delves into two central facets of such interventions: first, the design of potent decision guidelines, or targeting... View Details
      Keywords: Marketing; Customer Relationship Management; Analysis; Design; Business Strategy; Retail Industry; Apparel and Accessories Industry; Technology Industry; Financial Services Industry; Telecommunications Industry
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      Ascarza, Eva, and Ta-Wei (David) Huang. "Design and Evaluation of Targeted Interventions." Harvard Business School Technical Note 524-034, October 2023. (Revised February 2024.)
      • July 2023 (Revised February 2024)
      • Supplement

      Managing Customer Retention at Teleko

      By: Eva Ascarza
      This exercise aims to teach students about 1)Targeting Policies; and 2)Algorithmic decision making, 3) Retention management. View Details
      Keywords: Customer Relationship Management; Telecommunications Industry; Technology Industry; United States
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      Ascarza, Eva. "Managing Customer Retention at Teleko." Harvard Business School Spreadsheet Supplement 524-702, July 2023. (Revised February 2024.)
      • June 2023
      • Simulation

      Artea Dashboard and Targeting Policy Evaluation

      By: Ayelet Israeli and Eva Ascarza
      Companies deploy A/B experiments to gain valuable insights about their customers in order to answer strategic business problems. In marketing, A/B tests are often used to evaluate marketing interventions intended to generate incremental outcomes for the firm. The Artea... View Details
      Keywords: Algorithm Bias; Algorithmic Data; Race And Ethnicity; Experimentation; Promotion; Marketing And Society; Big Data; Privacy; Data-driven Management; Data Analysis; Data Analytics; E-Commerce Strategy; Discrimination; Targeted Advertising; Targeted Policies; Pricing Algorithms; A/B Testing; Ethical Decision Making; Customer Base Analysis; Customer Heterogeneity; Coupons; Marketing; Race; Gender; Diversity; Customer Relationship Management; Marketing Communications; Advertising; Decision Making; Ethics; E-commerce; Analytics and Data Science; Retail Industry; Apparel and Accessories Industry; United States
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      Israeli, Ayelet, and Eva Ascarza. "Artea Dashboard and Targeting Policy Evaluation." Harvard Business School Simulation 523-707, June 2023.
      • January 2023
      • Teaching Note

      Duolingo: Teaching Languages to the Masses

      By: Youngme Moon
      Teaching Note for HBS Case 323-016. At the time the case is written, Duolingo is the most popular language learning service in the world. The company has more than 40 million monthly active users, and the company’s total annual revenue has reached $250 million a year.... View Details
      Keywords: Marketing; Marketing Strategy; Customer Relationship Management; Acquisition; Retention; Innovation and Invention
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      Moon, Youngme. "Duolingo: Teaching Languages to the Masses." Harvard Business School Teaching Note 323-070, January 2023.
      • September 2022
      • Background Note

      On CUE: The Quest for Optimal Customer Unit Economics

      By: Elie Ofek, Barak Libai and Eitan Muller
      Startups are often evaluated by how well they perform on unit economics, defined as the ratio of a customer’s lifetime value (LTV) to acquisition costs (CAC). A common target for unit economics, advocated by many VCs and analysts, is 3:1 (i.e., LTV/CAC=3). While there... View Details
      Keywords: Unit Economics; Business Startups; Performance Evaluation; Customer Value and Value Chain; Customer Relationship Management; Analysis
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      Ofek, Elie, Barak Libai, and Eitan Muller. "On CUE: The Quest for Optimal Customer Unit Economics." Harvard Business School Background Note 523-050, September 2022.
      • May 2022 (Revised June 2024)
      • Case

      LOOP: Driving Change in Auto Insurance Pricing

      By: Elie Ofek and Alicia Dadlani
      John Henry and Carey Anne Nadeau, co-founders and co-CEOs of LOOP, an insurtech startup based in Austin, Texas, were on a mission to modernize the archaic $250 billion automobile insurance market. They sought to create equitably priced insurance by eliminating pricing... View Details
      Keywords: AI and Machine Learning; Technological Innovation; Equality and Inequality; Prejudice and Bias; Growth and Development Strategy; Customer Relationship Management; Price; Insurance Industry; Financial Services Industry
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      Ofek, Elie, and Alicia Dadlani. "LOOP: Driving Change in Auto Insurance Pricing." Harvard Business School Case 522-073, May 2022. (Revised June 2024.)
      • March 2022 (Revised July 2022)
      • Teaching Note

      Camera IQ and the Metaverse: Building Augmented Reality Brand Experiences

      By: Jill Avery
      Camera IQ, a camera marketing software company that empowered brands to create and launch augmented reality experiences (AREs) across social platforms, had just raised an additional $5 million to fund further product development and expand its marketing and sales... View Details
      Keywords: Brand Management; Virtual Reality; Augmented Reality; B2B; E-commerce; Technology Platform; Marketing; Marketing Communications; Marketing Strategy; Brands and Branding; Digital Marketing; Internet and the Web; Growth Management; Customer Relationship Management; Customer Value and Value Chain; Social Media; Applications and Software; Digital Platforms; Advertising Industry; United States
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      Avery, Jill. "Camera IQ and the Metaverse: Building Augmented Reality Brand Experiences." Harvard Business School Teaching Note 522-065, March 2022. (Revised July 2022.)
      • March 2022 (Revised August 2022)
      • Case

      LooksRare: The Decentralized, Tokenized, NFT Marketplace

      By: Scott Duke Kominers, Shai Bernstein and George Gonzalez
      LooksRare launched a decentralized and anonymous organization to compete against NFT marketplace leader OpenSea. By launching its own cryptocurrency, LooksRare attempted to lure users with a digital rewards program. The nature of the organization and its business... View Details
      Keywords: NFTs; Alternative Assets; Blockchain; Cryptocurrency; Customer Relationship Management; Market Entry and Exit; Business Model; Marketing
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      Kominers, Scott Duke, Shai Bernstein, and George Gonzalez. "LooksRare: The Decentralized, Tokenized, NFT Marketplace." Harvard Business School Case 822-119, March 2022. (Revised August 2022.)
      • March 2022 (Revised March 2022)
      • Module Note

      Managing Customers in the Digital Era

      By: Eva Ascarza
      The last two decades have witnessed incredible technological advances that have transformed the ways customers connect with each other and enabled firms to track customers in multiple ways through various channels to personalize (and automize) their offerings at... View Details
      Keywords: Customer Relationship Management; Customer Focus and Relationships; Technological Innovation
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      Ascarza, Eva. "Managing Customers in the Digital Era." Harvard Business School Module Note 522-066, March 2022. (Revised March 2022.)
      • Article

      How Direct-to-Consumer Brands Can Continue to Grow

      By: V. Kasturi Rangan, Daniel Corsten, Matt Higgins and Leonard A. Schlesinger
      Direct-to-consumer (DTC) brands such as Allbirds, Casper, Peloton, and Warby Parker have creatively found a weakness in the marketing citadel of incumbent brands. By using data gleaned from daily interactions with customers, these brands have been able to adapt how... View Details
      Keywords: Direct-to-consumer; Customer Journey; Business Model; Customer Relationship Management; Growth and Development Strategy
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      Rangan, V. Kasturi, Daniel Corsten, Matt Higgins, and Leonard A. Schlesinger. "How Direct-to-Consumer Brands Can Continue to Grow." Harvard Business Review 99, no. 6 (November–December 2021): 101–109.
      • October 2021
      • Article

      Overcoming the Cold Start Problem of CRM Using a Probabilistic Machine Learning Approach

      By: Nicolas Padilla and Eva Ascarza
      The success of Customer Relationship Management (CRM) programs ultimately depends on the firm's ability to understand consumers' preferences and precisely capture how these preferences may differ across customers. Only by understanding customer heterogeneity, firms can... View Details
      Keywords: Customer Management; Targeting; Deep Exponential Families; Probabilistic Machine Learning; Cold Start Problem; Customer Relationship Management; Programs; Consumer Behavior; Analysis
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      Padilla, Nicolas, and Eva Ascarza. "Overcoming the Cold Start Problem of CRM Using a Probabilistic Machine Learning Approach." Journal of Marketing Research (JMR) 58, no. 5 (October 2021): 981–1006.
      • September 2021 (Revised December 2023)
      • Case

      On the Bubble: Startup Bootstrapping

      By: Jeffrey J. Bussgang, Tom Quinn and Annelena Lobb
      Bubble was a software company in the low-code/no-code market, making tools that allowed users without traditional programming backgrounds or technical skills to build software. The case covers cofounder Joshua Haas’s engineering background, as he experienced a high... View Details
      Keywords: Business Startups; Business Growth and Maturation; Business Model; Business Plan; Disruption; Transformation; Trends; Customer Focus and Relationships; Customer Relationship Management; Cost vs Benefits; Decisions; Entrepreneurship; Venture Capital; Equity; Executive Compensation; Recruitment; Selection and Staffing; Disruptive Innovation; Technological Innovation; Job Interviews; Growth and Development Strategy; Ownership Stake; Opportunities; Applications and Software; Technology Adoption; Technology Industry; Web Services Industry; New York (city, NY); California; France
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      Bussgang, Jeffrey J., Tom Quinn, and Annelena Lobb. "On the Bubble: Startup Bootstrapping." Harvard Business School Case 822-033, September 2021. (Revised December 2023.)
      • Article

      Elevate Employees, Don't Eliminate Them

      By: Ryan W. Buell
      The last major global shock—the 2008 recession—led to what economists call a “jobless recovery” as companies found they could get by with fewer employees. But post-pandemic, the author writes, managers should focus on changing employees’ roles instead. He has five key... View Details
      Keywords: Employee Relationship Management; Customer Relationship Management; Interpersonal Communication; Value Creation
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      Buell, Ryan W. "Elevate Employees, Don't Eliminate Them." Harvard Business Review 99, no. 5 (September–October 2021): 55–59.
      • August 2021
      • Case

      Mylestone: Can Multiple Pivots Preserve the Life of a Death Tech Startup?

      By: Shikhar Ghosh and Marilyn Morgan Westner
      Dave Balter and Jim Myers co-founded Mylestone, a death tech startup that applied technology to transform how grieving people memorialize the dead. The startup addressed a cultural problem and promised to solve a pressing need in the antiquated, multi-billion dollar... View Details
      Keywords: Pivot; Startup; Business Model; Cryptocurrency; Ethical Decision Making; Emotions; Growth and Development Strategy; Ethics; Market Entry and Exit; Customer Relationship Management; Loss; Change Management; Relationships
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      Ghosh, Shikhar, and Marilyn Morgan Westner. "Mylestone: Can Multiple Pivots Preserve the Life of a Death Tech Startup?" Harvard Business School Case 822-018, August 2021.
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