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      • Faculty Publications  (92)

      Salesforce ManagementRemove Salesforce Management →

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      • October 2010
      • Case

      The iPhone at IVK

      By: Richard L. Nolan and Robert D. Austin
      The CIO addresses a decision to replace salesmen netbook PC's with iPhones, including converting the company's sales and customer applications to the iPhone platform View Details
      Keywords: Mobile and Wireless Technology; Digital Platforms; Salesforce Management; Transition; Technology Adoption; Information Infrastructure; Applications and Software; Change Management
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      Nolan, Richard L., and Robert D. Austin. "The iPhone at IVK." Harvard Business School Case 911-413, October 2010.
      • June 2010 (Revised January 2011)
      • Case

      Scientific Glass Incorporated: Inventory Management

      By: Steven C. Wheelwright and William Schmidt
      Scientific Glassware is a fast-growing, privately held company that provides specialized glassware for laboratory and research facilities. Excess inventory is tying up extra capital needed to fund the company's expansion plans. The newly hired Manager of Inventory... View Details
      Keywords: Inventory Control; Inventory Management; Materials Management; Order Processing; Warehousing; Salesforce Management; Logistics; Operations; Order Taking and Fulfillment; Finance; Consumer Products Industry; Technology Industry
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      Wheelwright, Steven C., and William Schmidt. "Scientific Glass Incorporated: Inventory Management." Harvard Business School Brief Case 104-208, June 2010. (Revised January 2011.)
      • March 2010
      • Teaching Note

      New York Life and Immediate Annuities (TN)

      By: Julio J. Rotemberg and John T. Gourville
      Teaching Note for [510040]. View Details
      Keywords: Retirement; Salesforce Management; Annuities; Insurance Industry
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      Rotemberg, Julio J., and John T. Gourville. "New York Life and Immediate Annuities (TN)." Harvard Business School Teaching Note 510-094, March 2010.
      • 2010
      • Simulation

      Marketing Simulation: Managing Segments and Customers

      By: Das Narayandas
      In this single-player simulation, students assume the position of CEO of a medical motor manufacturer and are tasked with executing a successful business-to-business marketing strategy over a period of twelve fiscal quarters. Students determine all aspects of the... View Details
      Keywords: Marketing Strategy; Salesforce Management; Distribution Channels; Price; Product Positioning; Customer Relationship Management; Profit; Revenue; Cost vs Benefits; Policy; Manufacturing Industry
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      Narayandas, Das. "Marketing Simulation: Managing Segments and Customers." Simulation and Teaching Note. Harvard Business Publishing, 2010. Electronic.
      • November 2009 (Revised March 2011)
      • Case

      New York Life and Immediate Annuities

      By: Julio J. Rotemberg and John T. Gourville
      By positioning Immediate Annuities as "guaranteed lifetime income," New York Life has built itself a $1.4 billion per year business by 2009. However, to make Immediate Annuities a mainstream financial product for retirees, New York Life must understand why many... View Details
      Keywords: Insurance; Personal Finance; Product Marketing; Consumer Behavior; Retirement; Salesforce Management; Insurance Industry
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      Rotemberg, Julio J., and John T. Gourville. "New York Life and Immediate Annuities." Harvard Business School Case 510-040, November 2009. (Revised March 2011.)
      • August 2009 (Revised August 2012)
      • Case

      Cabot Pharmaceuticals, Inc.

      By: Frank V. Cespedes and John T. Gourville
      Traces the 12-year career of a pharmaceutical salesperson, Bob Marsh, from recruitment to termination. Marsh has had an uneven career with Cabot Pharmaceuticals and eventually is asked to resign. Following his termination, a number of Marsh's former customers complain... View Details
      Keywords: Customer Relationship Management; Employees; Resignation and Termination; Performance Evaluation; Salesforce Management; Alignment; Pharmaceutical Industry
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      Cespedes, Frank V., and John T. Gourville. "Cabot Pharmaceuticals, Inc." Harvard Business School Case 510-030, August 2009. (Revised August 2012.)
      • September 2008 (Revised June 2010)
      • Case

      Hearts On Fire - Brand Development Manager

      By: Frank V. Cespedes and Benson P. Shapiro
      Hearts On Fire, a successful branded diamond producer, established the position of Brand Development Manager (BDM) to build the company's presence, sales, and relationships with its retail customers. After one year, the CEO, CFO and President must evaluate the impact... View Details
      Keywords: Customer Focus and Relationships; Investment Return; Brands and Branding; Marketing Strategy; Business Processes; Salesforce Management; Business Strategy
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      Cespedes, Frank V., and Benson P. Shapiro. "Hearts On Fire - Brand Development Manager." Harvard Business School Case 709-436, September 2008. (Revised June 2010.)
      • March 8, 2008
      • Comment

      Marketing Your Way Through a Recession

      By: John A. Quelch
      The signs of an imminent recession are all around us. The spillover from the subprime mortgage crisis is weakening both consumer confidence and the consumer spending—much of it on credit—that has been buoying the U.S. economy. View Details
      Keywords: Marketing; Recession; Products And Sales; Core Values; Fluctuation; Volatility; Economic Growth; Economic Slowdown and Stagnation; Growth and Development; Marketing Strategy; Product Marketing; Risk and Uncertainty; Salesforce Management; Asia; Europe; Latin America; North and Central America
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      Quelch, John A. "Marketing Your Way Through a Recession." Harvard Business School Working Knowledge (March 8, 2008).
      • February 2008 (Revised August 2011)
      • Case

      Olympia Machine Company, Inc.

      By: Frank V. Cespedes and Benson P. Shapiro
      The management team of an industrial equipment supplier is debating the company's method of compensating salespeople. Different executives have offered different alternatives to the current method of straight salary plus expenses. Each option has different implications... View Details
      Keywords: Governance Controls; Compensation and Benefits; Mission and Purpose; Salesforce Management; Motivation and Incentives; Business Strategy; Industrial Products Industry
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      Cespedes, Frank V., and Benson P. Shapiro. "Olympia Machine Company, Inc." Harvard Business School Case 708-490, February 2008. (Revised August 2011.)
      • September 2005
      • Supplement

      Eureka Forbes Ltd.: Managing the Selling Effort (DVD)

      By: Das Narayandas
      Keywords: Salesforce Management
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      Narayandas, Das. "Eureka Forbes Ltd.: Managing the Selling Effort (DVD)." Harvard Business School Video Supplement 506-705, September 2005.
      • January 2005 (Revised March 2005)
      • Case

      Parisian: productivity and selling cost

      By: Rajiv Lal and Arar Han
      Presents the dilemma facing George Jones with respect to the high selling cost at Parisian Department Stores. The challenges to be considered reflect issues at different levels of the organization, including individual salespeople, the store itself, and the merchandise... View Details
      Keywords: Cost; Executive Compensation; Production; Sales; Salesforce Management; Motivation and Incentives; Retail Industry
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      Lal, Rajiv, and Arar Han. "Parisian: productivity and selling cost." Harvard Business School Case 505-052, January 2005. (Revised March 2005.)
      • October 2004
      • Case

      Sales Force Training at Arrow Electronics (A)

      By: Jason R. Barro, Brian J. Hall and Aaron Zimmerman
      In the mid-1980s, Arrow, the world's largest electronics distributor, implemented a college recruiting program to hire salespeople. The program was part of an effort to increase the professionalism and skill set of the sales force in an industry where few salespeople... View Details
      Keywords: Human Resources; Compensation and Benefits; Recruitment; Retention; Selection and Staffing; Salesforce Management; Competition
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      Barro, Jason R., Brian J. Hall, and Aaron Zimmerman. "Sales Force Training at Arrow Electronics (A)." Harvard Business School Case 905-041, October 2004.
      • October 2004
      • Case

      Sales Force Training at Arrow Electronics (B)

      By: Jason R. Barro, Brian J. Hall and Aaron Zimmerman
      Supplements the (A) case. A rewritten version of an earlier supplement. View Details
      Keywords: Human Resources; Compensation and Benefits; Recruitment; Retention; Selection and Staffing; Salesforce Management; Competition
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      Barro, Jason R., Brian J. Hall, and Aaron Zimmerman. "Sales Force Training at Arrow Electronics (B)." Harvard Business School Case 905-042, October 2004.
      • April 2004
      • Case

      Case Vignette: The Salesman Saga

      By: G. Felda Hardymon, Josh Lerner and Ann Leamon
      A venture capitalist faces a situation in which a struggling portfolio company has found a promising vice president of sales through a recruitment agency. The candidate would be an excellent fit for another one of the investor's companies--one that is doing much... View Details
      Keywords: Salesforce Management; Corporate Governance; Venture Capital; Ethics; Recruitment
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      Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Case Vignette: The Salesman Saga." Harvard Business School Case 804-175, April 2004.
      • August 2003 (Revised August 2006)
      • Case

      I've Got Rhythm: Selling Cardiac Rhythm Management Devices

      By: Regina E. Herzlinger, William Lagor, Christopher Perry and Scott St. Germain
      The head of sales and marketing in a large medical devices firm must decide how to assign his sales force. He compares selling in the pharma, specialty pharma, and device industries and analyzes the reasons for the differences. View Details
      Keywords: Health Care and Treatment; Marketing Strategy; Industry Structures; Sales; Salesforce Management; Medical Devices and Supplies Industry
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      Herzlinger, Regina E., William Lagor, Christopher Perry, and Scott St. Germain. "I've Got Rhythm: Selling Cardiac Rhythm Management Devices." Harvard Business School Case 304-012, August 2003. (Revised August 2006.)
      • July 2001 (Revised October 2002)
      • Case

      Centra Software

      By: John A. Deighton and Laetitia Pouliquen
      Centra is a pioneer in software eLearning. It is debating how to modify its go-to-market strategy, adding telesales to improve sales force productivity. At the same time, its market is evolving, and management thinks it may be about to "cross the chasm" in Geoffrey... View Details
      Keywords: Applications and Software; Learning; Emerging Markets; Growth Management; Salesforce Management; Conflict Management; Information Technology Industry; Education Industry
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      Deighton, John A., and Laetitia Pouliquen. "Centra Software." Harvard Business School Case 502-009, July 2001. (Revised October 2002.) (request a courtesy copy.)
      • February 2001 (Revised January 2002)
      • Case

      Tracmail

      By: Paul W. Marshall, Carin-Isabel Knoop and Suma Raju
      Tracmail, an online customer service company based in India, is trying to handle support services (e-mail and chat) for companies worldwide. In its quest to break into global markets, Tracmail is contemplating a joint venture with a U.S. call center. Tracmail is also... View Details
      Keywords: Salesforce Management; Globalized Firms and Management; Business Startups; Joint Ventures; Service Industry; Information Technology Industry; India; United States
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      Marshall, Paul W., Carin-Isabel Knoop, and Suma Raju. "Tracmail." Harvard Business School Case 801-037, February 2001. (Revised January 2002.)
      • October 2000 (Revised July 2001)
      • Case

      Avon Products (A)

      By: Lynn S. Paine and Greg Rogers
      The general manager of Avon Mexico, Fernando Lezama, must decide whether to promote a woman to the position of vice president of sales. If appointed, the candidate would be the first female in all of Latin America to hold an executive position and one of the first... View Details
      Keywords: Business or Company Management; Leading Change; Salesforce Management; Organizational Culture; Job Design and Levels; Gender; Management Teams; Cross-Cultural and Cross-Border Issues; Mexico
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      Paine, Lynn S., and Greg Rogers. "Avon Products (A)." Harvard Business School Case 301-059, October 2000. (Revised July 2001.)
      • October 2000 (Revised April 2005)
      • Case

      Z Corporation

      By: Joseph B. Lassiter III, Matthew C. Lieb and Tom Clay
      Tom Clay, president of Z Corp., and founder/CEO Marina Hatsopolous must decide between using a direct sales force or using a value-added reseller to begin selling the company's new 3-D printing prototype manufacturing system. View Details
      Keywords: Technological Innovation; Salesforce Management; Distribution Channels; Conflict and Resolution; Technology Industry
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      Lassiter, Joseph B., III, Matthew C. Lieb, and Tom Clay. "Z Corporation." Harvard Business School Case 801-210, October 2000. (Revised April 2005.)
      • November 1999 (Revised July 2003)
      • Case

      Pre-Paid Legal Services, Inc.

      By: Paul M. Healy and Jacob Cohen
      Pre-Paid Legal Services' business model reveals two key issues--managing the sales force and sales growth and managing claims. Students analyze the economics of the business and consider how to measure firm performance, how to evaluate and reward the sales force, and... View Details
      Keywords: Financial Management; Financial Strategy; Salesforce Management; Marketing Strategy; Accrual Accounting; Business Cycles; Forecasting and Prediction; Insurance; Business Growth and Maturation; Insurance Industry
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      Healy, Paul M., and Jacob Cohen. "Pre-Paid Legal Services, Inc." Harvard Business School Case 100-037, November 1999. (Revised July 2003.)
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