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  • February 2008 (Revised May 2008)
  • Case

Lincoln Financial Group (A)

Lincoln Financial Group (LFG) reorganizes its business in order to improve customer intimacy. However, to implement the strategy, they need to effect significant changes in the skills of their salespeople. This case series straddles human resource management, corporate... View Details
Keywords: Competency and Skills; Customer Relationship Management; Training; Selection and Staffing; Organizational Change and Adaptation; Performance Evaluation; Sales; Corporate Strategy
Related
  • February 2011 (Revised November 2012)
  • Case

Product Development at OPOWER

By: Thomas Eisenmann and Rob Go
OPOWER, a software startup that helps utilities engage their customers in ways that reduce energy consumption, is scaling rapidly. The company's new head of product management has designed a system to address a point of constant tension: whether to build custom... View Details
Keywords: Business Startups; Customer Relationship Management; Entrepreneurship; Growth Management; Product Development; Sales; Customization and Personalization; Energy Conservation; Environmental Sustainability; Information Technology Industry; Utilities Industry
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  • Research Summary

Ownership Qutotient: Putting the Service Profit Chain for Unbeatable Competitive Advantage

By: W. Earl Sasser

Professors Jim Heskett and Earl Sasser, in collaboration with Joe Wheeler have been examining cuatomer and employee ownership behaviors which have a profound impact on long term profit and growth. Their findings are published in Ownership Quotient:... View Details

  • 18 Feb 2019
  • Book

What’s Really Disrupting Business? It’s Not Technology

Many companies obsess about their direct competitors—how to undercut their prices, outpace them in R&D, or steal their talent. You argue that companies should focus on customers View Details
Keywords: by Danielle Kost; Beauty & Cosmetics; Insurance; Service; Retail
  • 01 Sep 2020
  • News

Action Plan: Finding Fluency

Dunaway, the pandemic meant rethinking all of the company’s marketing plans. A veteran of established brands such as Frito-Lay, Yahoo, and Nintendo, Dunaway joined Duolingo in 2018 to build a marketing department from scratch with a View Details
Keywords: April White; foreign language; education and technology; digital marketing; change management; COVID-19; Educational Services
  • September 2016 (Revised October 2016)
  • Technical Note

Internet Data Capping Note

By: Shane Greenstein, Lisa Cox and Christine Snively
In April 2016, U.S. federal regulators approved Charter Communications’ acquisition of Time Warner Cable (TWC). The Department of Justice (DoJ) and Federal Communications Commission (FCC), however, stipulated that the new company could not apply data caps or introduce... View Details
Keywords: Internet Service Provider; Data Caps; Compression; Information Technology; Internet and the Web; United States
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  • May 2010 (Revised November 2010)
  • Case

Investment Technology Group

By: Clayton S. Rose and David Lane
Investment Technology Group (ITG) CEO Robert Gasser wondered if the financial crisis had permanently affected the firm's business model. A leader in trade analytics and execution for institutional equity investors, ITG had grown since its establishment in 1987 in step... View Details
Keywords: Customer Relationship Management; Financial Crisis; Investment; Resignation and Termination; Crisis Management; Product Positioning; Organizational Change and Adaptation; Financial Services Industry; Information Technology Industry; New York (city, NY)
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  • March 2024
  • Teaching Note

Madrigal: Conducting a Customer-Base Audit

By: Eva Ascarza, Peter S. Fader, Bruce Hardie and Michael Ross
Teaching Note for HBS Case No. 524-046. 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... 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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  • January 2001 (Revised January 2004)
  • Case

Ninth House: e-Learning Software

By: Amy C. Edmondson, Frances X. Frei and Corey B. Hajim
Jeff Snipes, CEO of the Ninth House Network, a San Francisco-based E-Learning company, considers a strategy shift to address a recent slump in sales and to attract more customers. The revised strategy would require creating shorter, more directed content that could be... View Details
Keywords: Internet and the Web; Service Operations; Organizational Structure; Groups and Teams; Corporate Strategy; Organizational Culture; Learning; Sales; Service Delivery; Entrepreneurship; Information Technology Industry; Service Industry; Education Industry; San Francisco
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  • February 2021
  • Background Note

Jobs to Be Done: A Toolbox

By: Derek C. M. van Bever, Bob Moesta, Iuliana Mogosanu, Shaye Roseman and Katie Zandbergen
The Jobs to Be Done methodology is both a theory and a practical approach for understanding customer behavior and why people make the choices they make. Many practitioners, whether they work for startups or incumbent businesses, find Jobs to Be Done useful because it... View Details
Keywords: Customer Value and Value Chain; Decision Choices and Conditions; Knowledge Acquisition; Attitudes; Perception; Theory; Behavior; Customer Relationship Management
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  • 2012
  • Working Paper

Do Market Leaders Lead in Business Process Innovation? The Case(s) of E-Business Adoption

By: Kristina S. McElheran
This paper explores the relationship between market position and business process innovation. Prior research has focused on the alignment between new technologies and the internal capabilities of firms to pursue them. I extend the investigation to include external... View Details
Keywords: Investment; Technological Innovation; Leadership; Business Processes; Behavior; Motivation and Incentives; Technology Adoption; Manufacturing Industry; United States
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  • August 2020 (Revised February 2021)
  • Case

Luckin Coffee (A): Caffeine-fueled Growth?

By: Ramon Casadesus-Masanell and Karen Elterman
This case describes the founding of Chinese coffee chain Luckin Coffee in 2017 and its path to surpassing Starbucks as the largest coffee chain in China (by number of stores) in 2019. Unlike Starbucks stores, which were designed to be welcoming “third places” for... View Details
Keywords: Business Model; Business Earnings; Cost; Cost Management; Financial Statements; Financial Condition; Financial Management; Stocks; Profit; Revenue; Price; Food; Business History; Employment; Brands and Branding; Product Positioning; Marketing Strategy; Business Strategy; Expansion; Competitive Strategy; Food and Beverage Industry; Technology Industry; Asia; China
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  • June 2016
  • Article

Understanding Online Hotel Reviews Through Automated Text Analysis

By: Shawn Mankad, Hyunjeong "Spring" Han, Joel Goh and Srinagesh Gavirneni
Customer reviews submitted at Internet travel portals are an important yet underexplored new resource in obtaining feedback on customer experience for the hospitality industry. These data are often voluminous and unstructured, presenting analytical challenges for... View Details
Keywords: Hotel Reviews; Natural Language Processing; Information Technology; Service Operations; Accommodations Industry; Moscow
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  • February 2008 (Revised May 2008)
  • Supplement

Lincoln Financial Group (C)

LFG reorganizes its business in order to improve customer intimacy. However, to implement the strategy, they need to effect significant changes in the skills of their salespeople. This case series straddles human resource management, corporate strategy, and sales... View Details
Keywords: Organizational Change and Adaptation; Salesforce Management; Customer Focus and Relationships; Financial Services Industry
Related
  • August 2004 (Revised September 2005)
  • Case

Canyon Ranch

By: Lynda M. Applegate and Gabriele Piccoli
How should Canyon Ranch leverage its uniqueness in the face of increasing competition and an entrenched customer definition of the firm? The firm is attempting to create demand for return visits and foster the customization and personalization of the Canyon Ranch... View Details
Keywords: Customer Relationship Management; Information Technology; Growth and Development Strategy; Competitive Strategy; Experience and Expertise; Analytics and Data Science; Customization and Personalization
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  • 01 Feb 1997
  • News

Shaping the Future of Business: Entrepreneurial Evolution at HBS

that focus on entrepreneurship as an ongoing process, not just the launch of a new venture. Concurrently, he has developed a model of entrepreneurship that describes the process as "the pursuit of opportunity beyond resources currently... View Details
Keywords: Nancy O. Perry and Susan Young; profiles by Garry Emmons

    Detecting Routines: Applications to Ridesharing CRM

    Routines shape many aspects of day-to-day consumption. While prior work has established the importance of habits in consumer behavior, little work has been done to understand the implications of routines--which we define as repeated behaviors with recurring, temporal... View Details
    • Article

    Selling After the Crisis

    By: Frank V. Cespedes
    Like perishable goods in grocery stores, sales models have a sell-by date. As product standards evolve and new entrants emerge, buyers have more choices and demand more in terms of quality and performance across vendors. Firms that fail to adjust to changing customer... View Details
    Keywords: Sales Model; Sales; Management; Customer Relationship Management; Health Pandemics
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    • July 2018 (Revised November 2018)
    • Case

    Hidrovias do Brasil: Navigating Unchartered Waters

    By: Boris Groysberg and Sarah L. Abbott
    Since its founding eight years earlier, Hidrovias do Brasil (“Hidrovias”), an integrated logistics provider serving corporate customers exporting products from South America via the Atlantic Ocean, had grown to 900 employees and $253 million in annual revenues.... View Details
    Keywords: Human Resources; Private Equity; Brazil; Entrepreneurial Organizations; Operation Management; General Management; Entrepreneurship; Finance; Growth and Development; Leadership; Operations; Problems and Challenges; Transportation; Human Capital; Strategy; Emerging Markets; Brazil
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    • June 2003
    • Case

    In-N-Out Burger

    By: Youngme E. Moon, Lucy Cummings, Sonali Sampat, Sam Thakarar and Kerry Herman
    In-N-Out Burger is a fast-food chain with 171 company-owned locations in three states--California, Nevada, and Arizona. It has an extremely hardcore customer base and the company appears to be in good financial health. The primary issue in this case concerns expansion:... View Details
    Keywords: Customer Relationship Management; Profit; Leadership Development; Brands and Branding; Product Marketing; Distribution; Expansion; Food and Beverage Industry; Arizona; California; Nevada
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