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    • All HBS Web  (1,005)
      • Faculty Publications  (109)

      customer engagementRemove customer engagement →

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      • September 2020 (Revised February 2021)
      • Case

      Zameer Kassam Fine Jewelry: Engaging Clients

      By: Ryan W. Buell and Amy Klopfenstein
      Zameer Kassam Fine Jewelry (ZKFJ) designs custom engagement rings that tell the story of a couple’s relationship. The case describes the company’s process for engaging clients, which has historically been a relatively offline, high-touch experience. Obliged by... View Details
      Keywords: Customer Engagement; Service Delivery; Health Pandemics; Internet and the Web; Customer Satisfaction; Organizational Change and Adaptation; Growth and Development; Retail Industry
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      Buell, Ryan W., and Amy Klopfenstein. "Zameer Kassam Fine Jewelry: Engaging Clients." Harvard Business School Case 621-043, September 2020. (Revised February 2021.)
      • June 16, 2020
      • Article

      Your Customers Have Changed. Here's How to Engage Them Again.

      By: Rohit Deshpandé, Ofer Mintz and Imran S. Currim
      The coronavirus makes your customers less able and less willing to spend than before. How should you re-engage with them? Advice from Rohit Deshpandé and colleagues. View Details
      Keywords: COVID-19; Health Pandemics; Situation or Environment; Customer Relationship Management
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      Deshpandé, Rohit, Ofer Mintz, and Imran S. Currim. "Your Customers Have Changed. Here's How to Engage Them Again." Harvard Business School Working Knowledge (June 16, 2020).
      • February 2020
      • Module Note

      Transforming Customer Engagement in Service Operations

      By: Ryan W. Buell
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      Buell, Ryan W. "Transforming Customer Engagement in Service Operations." Harvard Business School Module Note 620-089, February 2020.
      • 2020
      • Book

      Experimentation Works: The Surprising Power of Business Experiments

      By: Stefan Thomke
      Don’t fly blind. See how the power of experiments works for you. When it comes to improving customer experiences, trying out new business models, or developing new products, even the most experienced managers often get it wrong. They discover that intuition,... View Details
      Keywords: Experimentation; Experiments; Market Research; Innovation and Invention; Innovation and Management; Customers; Research
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      Thomke, Stefan. Experimentation Works: The Surprising Power of Business Experiments. Boston, MA: Harvard Business Review Press, 2020.
      • January 2020
      • Case

      Banorte Móvil: Data-Driven Mobile Growth

      By: Ayelet Israeli, Carla Larangeira and Mariana Cal
      In mid-2019, Carlos Hank was deliberating over the results for Banorte Móvil—the mobile application for Banorte, Mexico’s most profitable and second-largest financial institution. Hank, who had been appointed as Banorte´s Chairman of the Board in January 2015, had... View Details
      Keywords: Data Analytics; Customer Lifetime Value; Financial Institutions; Mobile and Wireless Technology; Growth and Development Strategy; Customers; Technology Adoption; Communication Strategy; Banking Industry; Mexico; Latin America
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      Israeli, Ayelet, Carla Larangeira, and Mariana Cal. "Banorte Móvil: Data-Driven Mobile Growth." Harvard Business School Case 520-068, January 2020.
      • January–February 2020
      • Article

      Are You Undervaluing Your Customers?: It’s Time to Start Measuring and Managing Their Worth

      By: Rob Markey
      Leaders recognize that they should manage their businesses to maximize the value of the customer base. But too often, earnings pressures result in cost-cutting measures that hurt customers.

      Loyalty-leading companies operate differently. They create systems for... View Details

      Keywords: Customer Experience; Customer Value; Customer Centric Initiative; Customer Focused Organization; Customer Lifetime Value; Customer Focus and Relationships; Customer Value and Value Chain; Operations; Business Strategy
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      Markey, Rob. "Are You Undervaluing Your Customers? It’s Time to Start Measuring and Managing Their Worth." Harvard Business Review 98, no. 1 (January–February 2020): 42–50.
      • July 31, 2019
      • Blog Post

      Customer Centricity: Easy to Talk About, Hard to Implement: 3 Keys to Closing the Gap Between the Theory and the Reality of Putting the Customer First

      By: Jeffrey F. Rayport
      Keywords: Customer Experience; Customer Engagement; Retail Industry
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      Rayport, Jeffrey F. "Customer Centricity: Easy to Talk About, Hard to Implement: 3 Keys to Closing the Gap Between the Theory and the Reality of Putting the Customer First." NRF.com (blog) (July 31, 2019). https://nrf.com/blog/customer-centricity-easy-talk-about-hard-implement.
      • July–August 2019
      • Article

      The Soul of a Startup

      By: Ranjay Gulati
      There’s an essential, intangible something in start-ups—an energy, a soul. It inspires enthusiasm and fosters a sense of deep connection and mutual purpose. While this spirit persists, engagement is high and businesses keep their edge.
      But all too often,... View Details
      Keywords: Business Startups; Mission and Purpose; Customer Focus and Relationships; Employees; Creativity; Business Growth and Maturation
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      Gulati, Ranjay. "The Soul of a Startup." Harvard Business Review 97, no. 4 (July–August 2019): 85–91.
      • February 2019
      • Article

      The Market for Financial Adviser Misconduct

      By: Mark Egan, Gregor Matvos and Amit Seru
      We construct a novel database containing the universe of financial advisers in the United States from 2005 to 2015, representing approximately 10% of employment of the finance and insurance sector. We provide the first large-scale study that documents the economy-wide... View Details
      Keywords: Financial Advisors; Brokers; Consumer Finance; Financial Misconduct And Fraud; FINRA; Financial Institutions; Crime and Corruption; Organizational Culture; Personal Finance; Financial Services Industry
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      Egan, Mark, Gregor Matvos, and Amit Seru. "The Market for Financial Adviser Misconduct." Journal of Political Economy 127, no. 1 (February 2019): 233–295.
      • June 2018
      • Article

      Personal and Social Usage: The Origins of Active Customers and Ways to Keep Them Engaged

      By: Clarence Lee, Elie Ofek and Thomas Steenburgh
      We study how digital service firms can develop an active customer base, focusing on two questions. First, how does the way that customers use the service postadoption to meet their own needs (personal usage) and to interact with one another (social usage) vary across... View Details
      Keywords: Customer Engagement; Adoption Routes; Word-of-Mouth; Digital Marketing; Bayesian Estimation; Customers; Communication; Consumer Behavior; Marketing; Internet and the Web; Analytics and Data Science
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      Lee, Clarence, Elie Ofek, and Thomas Steenburgh. "Personal and Social Usage: The Origins of Active Customers and Ways to Keep Them Engaged." Management Science 64, no. 6 (June 2018): 2473–2495. (Lead Article.)
      • May 2018
      • Article

      Effects of an Information Sharing System on Employee Creativity, Engagement, and Performance

      By: Shelley Xin Li and Tatiana Sandino
      Many service organizations rely on information sharing systems to boost employee creativity to meet customer needs. We conducted a field experiment in a retail chain, based on a registered report accepted by Journal of Accounting Research, to test whether an... View Details
      Keywords: Information; Knowledge Sharing; Employees; Creativity; Performance
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      Li, Shelley Xin, and Tatiana Sandino. "Effects of an Information Sharing System on Employee Creativity, Engagement, and Performance." Journal of Accounting Research 56, no. 2 (May 2018): 713–747.
      • Article

      Investors as Stewards of the Commons?

      By: George Serafeim
      Over the past few years, there has been a significant increase in the number of initiatives seeking to mobilize investor voice towards positive social impact. In this paper, I provide a framework outlining the role of investors as stewards of the commons. While... View Details
      Keywords: Collaboration; Industry Self-regulation; Sustainability; ESG; Capital Markets; Investor Behavior; Investment Activism; Social Issues; Environmental Sustainability; Corporate Social Responsibility and Impact; Cooperation
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      Serafeim, George. "Investors as Stewards of the Commons?" Journal of Applied Corporate Finance 30, no. 2 (Spring 2018): 8–17.
      • Article

      Offline Showrooms in Omni-channel Retail: Demand and Operational Benefits

      By: David R. Bell, Santiago Gallino and Antonio Moreno
      Omnichannel environments where customers shop online and offline at the same retailer are ubiquitous and are deployed by online-first and traditional retailers alike. We focus on the relatively understudied domain of online-first retailers and the engagement of a key... View Details
      Keywords: Experience Attributes; Marketing–operations Interface; Omnichannel Retailing; Quasi-experimental Methods; Retail Operations; Showrooms; Marketing Channels; Demand and Consumers; Performance Efficiency; Retail Industry
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      Bell, David R., Santiago Gallino, and Antonio Moreno. "Offline Showrooms in Omni-channel Retail: Demand and Operational Benefits." Management Science 64, no. 4 (April 2018): 1629–1651. (Winner of the 2014 POMS Applied Research Challenge. Workshop on Information Systems Economics Overall Best Paper Award 2014.)
      • January 2018 (Revised January 2021)
      • Background Note

      Customer Lifetime Social Value (CLSV)

      By: Elie Ofek, Barak Libai and Eitan Muller
      One of the hallmarks of the digital revolution is the rise of the socially connected consumer. Concomitantly, the ability of companies to affect and measure the social interactions among customers has grown tremendously. Consequently, in assessing the full value of... View Details
      Keywords: Customer Lifetime Value; Customer Management; Social Contagion; Word Of Mouth; Customer Engagement; Customer Value and Value Chain; Measurement and Metrics; Customer Relationship Management
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      Ofek, Elie, Barak Libai, and Eitan Muller. "Customer Lifetime Social Value (CLSV)." Harvard Business School Background Note 518-077, January 2018. (Revised January 2021.)
      • January–February 2018
      • Article

      Ads That Don't Overstep: How to Make Sure You Don't Take Personalization Too Far

      By: Leslie John, Tami Kim and Kate Barasz
      Data gathered on the web has vastly enhanced the capabilities of marketers. With people regularly sharing personal details online and internet cookies tracking every click, companies can now gain unprecedented insight into individual consumers and target them with... View Details
      Keywords: Digital Marketing; Customization and Personalization; Information; Customers; Attitudes
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      John, Leslie, Tami Kim, and Kate Barasz. "Ads That Don't Overstep: How to Make Sure You Don't Take Personalization Too Far." Harvard Business Review 96, no. 1 (January–February 2018): 62–69.
      • November 2017 (Revised September 2020)
      • Supplement

      Miami's Tech Future (B): Building the Entrepreneurial Ecosystem

      By: Rosabeth Moss Kanter
      In 2017, Miami was rated #1 among U.S. cities for startups, but about 40th for “scale-ups” – growth companies. This case shows how leaders of incubators and accelerators supported startups and a culture of entrepreneurship, but also describes some factors limiting... View Details
      Keywords: Scaling; Growth; Startup; Community Engagement; Community Impact; Community Relations; Business Startups; Entrepreneurship; Information Technology; Growth and Development Strategy; Business and Community Relations; Miami; Florida
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      Kanter, Rosabeth Moss. "Miami's Tech Future (B): Building the Entrepreneurial Ecosystem." Harvard Business School Supplement 318-034, November 2017. (Revised September 2020.)
      • 2017
      • Mimeo

      Science for Society: Science and Technology Based Social Entrepreneurship

      By: Tarun Khanna, Shashank Shah and Kundan Madireddy
      This publication is an outcome of the team's research, engagement and interactions with over 25 science and technology-based social enterprises in India. It provides details on the research process, insightful outcomes and innovative impact.
      Throughout the... View Details
      Keywords: Social Entrepreneurship; Science-Based Business; Information Technology; Business and Community Relations; India
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      Khanna, Tarun, Shashank Shah, and Kundan Madireddy. "Science for Society: Science and Technology Based Social Entrepreneurship." Harvard University South Asia Institute, 2017. Mimeo. (This publication is an outcome of a grant from the Tata Trusts.)
      • March 2017 (Revised May 2019)
      • Case

      Marketing Transformation at Mastercard

      By: Sunil Gupta, Srinivas K. Reddy and David Lane
      Since 2013, Mastercard CMO M.V. Rajamannar (Raja) had transformed the firm's marketing by using unique experiences, digital technology, and social media to intensify linkages not only with cardholders, but also with Mastercard's direct bank and merchant stakeholders.... View Details
      Keywords: Mastercard; Financial Services; Ingredient Brand; B2B2C; Experiential Marketing; Digital Marketing; ROI; Marketing; Customer Focus and Relationships; Business and Stakeholder Relations; Brands and Branding; Internet and the Web; Investment Return; Financial Services Industry
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      Gupta, Sunil, Srinivas K. Reddy, and David Lane. "Marketing Transformation at Mastercard." Harvard Business School Case 517-040, March 2017. (Revised May 2019.)
      • 2017
      • Working Paper

      Why and How Investors Use ESG Information: Evidence from a Global Survey

      By: Georgios Serafeim
      Using survey data from a sample of senior investment professionals from mainstream (i.e., not SRI funds) investment organizations, we provide insights into why and how investors use reported environmental, social, and governance (ESG) information. The primary reason... View Details
      Keywords: Investment Management; Sustainability; ESG; ESG (Environmental, Social, Governance) Performance; Investment Fund; Investment Strategy; Corporate Accountability; Activist Shareholder; Engagement; Environment; Climate Change; Customers; Customer Satisfaction; Employee Engagement; Global Warming; Investment; Decision Making; Environmental Sustainability; Performance Expectations
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      Serafeim, Georgios. "Why and How Investors Use ESG Information: Evidence from a Global Survey." Harvard Business School Working Paper, No. 17-079, February 2017.
      • February 2017
      • Teaching Note

      The Tate's Digital Transformation

      By: Jill Avery
      John Stack was the visionary Head of Digital Transformation at the Tate, a collection of four major art galleries in the UK, including Tate Modern, the most visited gallery devoted to modern and contemporary art in the world. Stack was the architect of the Tate’s... View Details
      Keywords: Digital; Ecommerce; Experience; Customer Experience; Customer Relationship Management; Channel Management; Museums; Arts Marketing; Nonprofit; Marketing; Marketing Channels; Marketing Strategy; Customer Focus and Relationships; Digital Marketing; Digital Strategy; Social Media; E-commerce; Entertainment and Recreation Industry; Fine Arts Industry; England; United Kingdom; Europe
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      Avery, Jill. "The Tate's Digital Transformation." Harvard Business School Teaching Note 517-098, February 2017.
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