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  • All HBS Web  (255)
    • News  (3)
    • Research  (239)
  • Faculty Publications  (211)

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  • All HBS Web  (255)
    • News  (3)
    • Research  (239)
  • Faculty Publications  (211)
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  • January 2017
  • Teaching Note

Transition at DataCo?

By: Frank V. Cespedes
The founder of a data analytics company has several issues with his key business developer, an early hire who has been instrumental in building the firm. The DataCo case study illustrates a common situation in entrepreneurial ventures: an early sales hire does well but... View Details
Keywords: Sales Management; Selling; Entrepreneurial Ventures; Performance Management; Professional Services; Salesforce Management; Sales; Marketing; Performance; Consulting Industry; United States; France
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Cespedes, Frank V. "Transition at DataCo?" Harvard Business School Teaching Note 817-096, January 2017.
  • January 2019 (Revised February 2020)
  • Case

Roush Performance: How to Design a Sales Force Compensation Plan

By: Doug J. Chung
Roush Performance manufactured and marketed factory-modified performance vehicles and high-end aftermarket automotive performance parts. Since its inception, Roush Performance had focused on building its engineering technology competency and diversifying its product... View Details
Keywords: Sales Force Management; Motivation; Compensation; Salary; Commissions; Bonuses; Quotas; Salesforce Management; Compensation and Benefits; Motivation and Incentives
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Chung, Doug J. "Roush Performance: How to Design a Sales Force Compensation Plan." Harvard Business School Case 519-066, January 2019. (Revised February 2020.)
  • 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.)
  • 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.)
  • September–October 2016
  • Article

What Senior Executives Should Know About Sales

By: Frank V. Cespedes
Business is more complex, data more abundant, and more specialists are needed to stay up-to-date with functional best practices. As a senior executive, you can worry all you want about disruption, but you need a salesforce aligned with strategy to do something about... View Details
Keywords: Salesforce Management; Management Teams
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Cespedes, Frank V. "What Senior Executives Should Know About Sales." European Business Review (September–October 2016): 10–13.
  • 10 Dec 2020
  • News

How Long Can a Company Thrive Doing Just One Thing?

    Das Narayandas

    Das Narayandas is the Edsel Bryant Ford Professor of Business Administration at the Harvard Business School. His academic credentials include a Bachelor of Technology degree in Engineering from the Indian Institute of Technology, Bombay (IITB), a Post-Graduate... View Details

    Keywords: management consulting; management consulting; management consulting; management consulting; management consulting; management consulting; management consulting; management consulting; management consulting; management consulting; management consulting; management consulting; management consulting; management consulting; management consulting; management consulting; management consulting; management consulting; management consulting
    • August 2016 (Revised June 2017)
    • Case

    InsideSales.com (A)

    By: Frank V. Cespedes
    This case focuses on growth requirements for a company moving from its base in SMB customers (Small and Mid-Sized businesses) to Enterprise customers (companies with more than 500 employees). It examines the differences in buying processes, product requirements,... View Details
    Keywords: Business Organization; Customer Relationship Management; Marketing Strategy; Organizational Change And Adaptation; Organizational Design; Talent; Talent Management; Organizations; Growth Management; Sales; Salesforce Management; Corporate Entrepreneurship; Technology Industry; United States
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    Cespedes, Frank V. "InsideSales.com (A)." Harvard Business School Case 817-018, August 2016. (Revised June 2017.)
    • 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 2014
    • Article

    The Cost of High-Powered Incentives: Employee Gaming in Enterprise Software Sales

    By: Ian Larkin
    This paper investigates the pricing distortions that arise from the use of a common non-linear incentive scheme at a leading enterprise software vendor. The empirical results demonstrate that salespeople are adept at gaming the timing of deal closure to take advantage... View Details
    Keywords: Incentives; Motivation; Compensation; Gaming; Sales Force Management; Motivation and Incentives; Salesforce Management; Software; Compensation and Benefits; Information Technology Industry
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    Larkin, Ian. "The Cost of High-Powered Incentives: Employee Gaming in Enterprise Software Sales." Journal of Labor Economics 32, no. 2 (April 2014): 199–227.
    • June 2013
    • Case

    Comprosa

    By: Jim Sharpe and Jose Luis Barbero
    A Spanish manufacturer of packaging films has successfully returned to break even and is considering options to attain sustainable profitability. View Details
    Keywords: Turnaround; Turnarounds; Distressed Debt; Private Equity; Cash Flow Analysis; Supplier Relationship; Supply Chain Management; Unions; Global Competitiveness; Leadership And Managing People; Sales Force Management; Sales Compensation; Insolvency and Bankruptcy; Global Strategy; Salesforce Management; Cash Flow; Chemical Industry; Manufacturing Industry; Spain
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    Sharpe, Jim, and Jose Luis Barbero. "Comprosa." Harvard Business School Case 813-177, June 2013.
    • January 2017 (Revised April 2018)
    • Background Note

    Introduction to Incentive-based Sales Compensation Systems

    By: Willy Shih
    This background note explains the structure of incentive-based sales compensation systems. View Details
    Keywords: Sales Compensation; Sales Force Compensation; Sales Force Management; Sales; Salesforce Management; Compensation and Benefits; Motivation and Incentives; Industrial Products Industry; Consumer Products Industry; Retail Industry; United States
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    Shih, Willy. "Introduction to Incentive-based Sales Compensation Systems." Harvard Business School Background Note 617-037, January 2017. (Revised April 2018.)
    • 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.
    • February 2017
    • Teaching Note

    Oversight Systems

    By: Frank Cespedes
    This Teaching Note accompanies the case, set in May 2016, which discusses sales strategy and channel partnerships at Oversight Systems, an early stage software firm that developed analytics for organizations to monitor their data for errors, fraud, and operational... View Details
    Keywords: Sales; Sales Strategy; Entrepreneurial Sales; Entrepreneurial Sales And Marketing; Software Sales; Marketing; Marketing Management; Pricing; Salesforce Management; Distribution Channels; Marketing Strategy; Technology Industry; North America
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    Cespedes, Frank. "Oversight Systems." Harvard Business School Teaching Note 817-120, February 2017.
    • 22 Sep 2008
    • Research & Ideas

    The Silo Lives! Analyzing Coordination and Communication in Multiunit Companies

    geographic office location," Stuart says. Although the research doesn't try to answer why corporate silos are so difficult to tear down, Stuart hopes the data will help managers understand, pinpoint, and remove bottlenecks within their... View Details
    Keywords: by Sarah Jane Gilbert
    • August 2016 (Revised June 2017)
    • Case

    Oversight Systems

    By: Frank V. Cespedes and Amram Migdal
    The case, set in May 2016, discusses sales strategy and managing sales and service at Oversight Systems, an Atlanta, Georgia–based software firm that developed analytics for organizations to monitor their data for errors, fraud, and operational inefficiencies. Included... View Details
    Keywords: Sales; Sales Strategy; Entrepreneurial Sales; Entrepreneurial Sales And Marketing; Software Sales; Marketing; Marketing Management; Pricing; Salesforce Management; Distribution Channels; Marketing Strategy; Technology Industry; North America; United States; Atlanta; Georgia (state, US)
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    Cespedes, Frank V., and Amram Migdal. "Oversight Systems." Harvard Business School Case 817-015, August 2016. (Revised June 2017.)
    • June 2013
    • Supplement

    Walker Insurance: Paul Thomson (Video Supplement)

    By: Jim Sharpe
    This is the Video Supplement for Walker Insurance: Paul Thomson (HBS Case 813057). View Details
    Keywords: Entrepreneurial Organizations; Entrepreneurs; Entrepreneurship; Search; Search Funds; Sales Force Management; Sales; Sales Channels; Insurance And Reinsurance; Insurance Companies; Acquisitions; Hiring; Service Management; Service; Insurance; Salesforce Management; Selection and Staffing; Insurance Industry; United States
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    Sharpe, Jim. "Walker Insurance: Paul Thomson (Video Supplement)." Harvard Business School Video Supplement 813-717, June 2013.
    • May 2013
    • Supplement

    Paul Thomson: Walker Insurance

    This is the Spreadsheet Supplement for Walker Insurance: Paul Thomson (HBS Case 813057). Includes Exhibit 1a, Exhibit 1b, Exhibit 2, Exhibit 4, Exhibit 5, Exhibit 6, and Exhibit 7. View Details
    Keywords: Entrepreneurial Organizations; Entrepreneurs; Entrepreneurship; Search; Search Funds; Sales Force Management; Sales; Sales Channels; Insurance And Reinsurance; Insurance Companies; Acquisitions; Hiring; Service Management; Service; Insurance; Salesforce Management; Selection and Staffing; Insurance Industry; United States
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    Sharpe, Jim. "Paul Thomson: Walker Insurance." Harvard Business School Spreadsheet Supplement 813-708, May 2013.
    • 2020
    • Article

    A Practical Approach to Sales Compensation: What Do We Know Now? What Should We Know in the Future?

    By: Doug J. Chung, Byungyeon Kim and Niladri B. Syam
    Personal selling represents one of the most important elements in the marketing mix, and appropriate management of the sales force is vital to achieving the organization’s objectives. Among the various instruments of sales management, compensation plays a pivotal role... View Details
    Keywords: Sales Compensation; Sales Management; Sales Strategy; Principal-agent Theory; Structural Econometrics; Field Experiments; Machine Learning; Artificial Intelligence; Salesforce Management; Compensation and Benefits; Motivation and Incentives; AI and Machine Learning
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    Chung, Doug J., Byungyeon Kim, and Niladri B. Syam. "A Practical Approach to Sales Compensation: What Do We Know Now? What Should We Know in the Future?" Foundations and Trends® in Marketing 14, no. 1 (2020): 1–52.
    • Article

    How Long Can a Company Thrive Doing Just One Thing?

    By: Andy Wu and Scott Duke Kominers
    The news that the chat app Slack was being sold to veteran customer relationship management company Salesforce for $27.7 billion raised a lot of eyebrows. Why sell after a year of explosive growth? The deal, however, epitomizes a question facing so-called best-of-breed... View Details
    Keywords: Best-of-breed Companies; Competitive Advantage; Competitive Strategy
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    Wu, Andy, and Scott Duke Kominers. "How Long Can a Company Thrive Doing Just One Thing?" Harvard Business Review Digital Articles (December 10, 2020).
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