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  • February 2016 (Revised August 2020)
  • Case

InsightSquared: Developing the Sales and Marketing Plan

By: Mark Roberge, Tom Eisenmann and Frank Cespedes
Fred Shilmover and Sam Clemens prepared for their fourth quarter board meeting. They were excited to have scaled their software startup, InsightSquared, to $2 million in revenue and secured an $8 million round of venture capital. However, they disagreed on the path... View Details
Keywords: Sales Planning; Applications and Software; Marketing; Sales; Planning; Growth and Development Strategy
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Roberge, Mark, Tom Eisenmann, and Frank Cespedes. "InsightSquared: Developing the Sales and Marketing Plan." Harvard Business School Case 816-074, February 2016. (Revised August 2020.)
  • February 2016 (Revised April 2019)
  • Supplement

InsightSquared: Developing the Sales and Marketing Plan Courseware

By: Mark N. Roberge
These are Excel spreadsheets of Exhibit 3-6 from the InsightSquared: Developing the Sales and Marketing Plan case #816074. View Details
Keywords: Sales Strategy; Strategy; Sales
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Roberge, Mark N. "InsightSquared: Developing the Sales and Marketing Plan Courseware." Harvard Business School Spreadsheet Supplement 816-703, February 2016. (Revised April 2019.)
  • 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.
  • 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.)
  • 2014
  • Other Teaching and Training Material

Marketing Reading: Sales Force Design and Management

By: Doug J. Chung and Das Narayandas
This Core Curriculum Reading introduces students to (1) the importance of sales force design in implementing organizational strategy, and (2) the role of sales force management in linking structures and processes to behaviors. The material combines theoretical... View Details
Keywords: Sales Budget; Sales Compensation; Sales Cycle; Sales Force Management; Sales Forces; Sales Management; Sales Operations; Sales Organization; Sales Planning; Sales Strategy
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Chung, Doug J., and Das Narayandas. "Marketing Reading: Sales Force Design and Management." Core Curriculum Readings Series. Boston: Harvard Business Publishing 8213, 2014.
  • May 2011
  • Teaching Note

Baria Planning Solutions, Inc.: Fixing the Sales Process (Brief Case)

By: Steven C. Wheelwright and William Schmidt
Teaching Note for 4568. View Details
Keywords: Quantitative Analysis; Technology; Operations Management; Product Lines; Manufacturing; Capacity Planning; Production Planning; Information Technology; Production; Mathematical Methods; Performance Capacity; Product Development; Planning; Manufacturing Industry
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Wheelwright, Steven C., and William Schmidt. "Baria Planning Solutions, Inc.: Fixing the Sales Process (Brief Case)." Harvard Business School Teaching Note 114-569, May 2011.
  • May 2011
  • Supplement

Baria Planning Solutions, Inc.: Fixing the Sales Process, Faculty Spreadsheet (Brief Case)

By: Steven C. Wheelwright and William Schmidt
Keywords: Quantitative Analysis; Technology; Operations Management; Product Lines; Manufacturing; Capacity Planning; Production Planning; Information Technology; Production; Analysis; Performance Capacity; Product Marketing
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Wheelwright, Steven C., and William Schmidt. "Baria Planning Solutions, Inc.: Fixing the Sales Process, Faculty Spreadsheet (Brief Case)." Harvard Business School Spreadsheet Supplement 114-572, May 2011.
  • May 2011
  • Supplement

Baria Planning Solutions, Inc.: Fixing the Sales Process, Spreadsheet Supplement (Brief Case)

By: Steven C. Wheelwright and William Schmidt
Keywords: Quantitative Analysis; Technology; Operations Management; Product Lines; Manufacturing; Capacity Planning; Production Planning; Information Technology; Production; Analysis; Performance Capacity; Product Marketing
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Wheelwright, Steven C., and William Schmidt. "Baria Planning Solutions, Inc.: Fixing the Sales Process, Spreadsheet Supplement (Brief Case)." Harvard Business School Spreadsheet Supplement 114-571, May 2011.
  • 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.
  • 12 Feb 2013
  • Working Paper Summaries

Do Bonuses Enhance Sales Productivity? A Dynamic Structural Analysis of Bonus-Based Compensation Plans

Keywords: by Doug J. Chung, Thomas Steenburgh & K. Sudhir
  • fall 1990
  • Article

A Preface to Payment: Designing a Sales Compensation Plan

By: Frank V. Cespedes
Keywords: Sales; Compensation and Benefits; Design
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Cespedes, Frank V. "A Preface to Payment: Designing a Sales Compensation Plan." MIT Sloan Management Review 32, no. 1 (fall 1990): 59–69.
  • 19 Nov 2010
  • Working Paper Summaries

Do Bonuses Enhance Sales Productivity? A Dynamic Structural Analysis of Bonus-Based Compensation Plans

Keywords: by Doug J. Chung, Thomas Steenburgh & K. Sudhir
  • 2010
  • Working Paper

Do Bonuses Enhance Sales Productivity? A Dynamic Structural Analysis of Bonus-Based Compensation Plans

By: Doug J. Chung, Thomas J. Steenburgh and K. Sudhir
We estimate a dynamic structural model of sales force response to a bonus based compensation plan. The paper has two main methodological innovations: First, we implement empirically the method proposed by Arcidiacono and Miller (2010) to accommodate unobserved latent... View Details
Keywords: Compensation and Benefits; Performance Productivity; Mathematical Methods; Salesforce Management; Motivation and Incentives
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Chung, Doug J., Thomas J. Steenburgh, and K. Sudhir. "Do Bonuses Enhance Sales Productivity? A Dynamic Structural Analysis of Bonus-Based Compensation Plans." Harvard Business School Working Paper, No. 11-041, October 2010.
  • February 2017
  • Article

Rethinking Sales Compensation

By: Frank V. Cespedes
Compensation is probably the most discussed aspect of sales and the single biggest portion of the more than $900 billion that U.S. companies alone spend annually on sales efforts. But research indicates that less than 10% of companies believe that their sales incentive... View Details
Keywords: Sales; Compensation and Benefits; Motivation and Incentives
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Cespedes, Frank V. "Rethinking Sales Compensation." Top Sales Magazine (February 2017).
  • March–April 2014
  • Article

Do Bonuses Enhance Sales Productivity? A Dynamic Structural Analysis of Bonus-Based Compensation Plans

By: Doug J. Chung, Thomas Steenburgh and K. Sudhir
We estimate a dynamic structural model of sales force response to a bonus based compensation plan. Substantively, the paper sheds insights on how different elements of the compensation plan enhance productivity. We find evidence that: (1) bonuses enhance productivity... View Details
Keywords: Performance Productivity; Salesforce Management; Compensation and Benefits
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Chung, Doug J., Thomas Steenburgh, and K. Sudhir. "Do Bonuses Enhance Sales Productivity? A Dynamic Structural Analysis of Bonus-Based Compensation Plans." Marketing Science 33, no. 2 (March–April 2014): 165–187. (Lead article. Featured in HBS Working Knowledge.)
  • September 2019 (Revised March 2020)
  • Teaching Note

Roush Performance: How to Design a Sales Force Compensation Plan

By: Doug J. Chung
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Chung, Doug J. "Roush Performance: How to Design a Sales Force Compensation Plan." Harvard Business School Teaching Note 520-030, September 2019. (Revised March 2020.)
  • 2006
  • Working Paper

Cross-Functional Alignment in Supply Chain Planning: A Case Study of Sales and Operations Planning

In most organizations, supply chain planning is a cross-functional effort. Functional areas such as sales, marketing, finance, and operations traditionally specialize in portions of the planning activities, which results in conflicts over expectations, preferences, and... View Details
Keywords: Supply Chain Management; Planning
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Oliva, Rogelio, and Noel Watson. "Cross-Functional Alignment in Supply Chain Planning: A Case Study of Sales and Operations Planning." Harvard Business School Working Paper, No. 07-001, July 2006. (Revised October 2006, July 2008, February 2009.)
  • April 2021
  • Article

The Effects of Quota Frequency: Sales Performance and Product Focus

By: Doug J. Chung, Das Narayandas and Dongkyu Chang
This study investigates the comprehensive and multidimensional effects of quota (goal) frequency on sales force performance. We develop a theory of salespeople’s behavior—aggregate effort and the product type focus—in response to the temporal length of a sales-quota... View Details
Keywords: Sales Force Compensation; Field Experiment; Quotas; Quota Frequency; Commissions; Bonuses; Goals; Salesforce Management; Compensation and Benefits; Goals and Objectives; Behavior; Performance
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Chung, Doug J., Das Narayandas, and Dongkyu Chang. "The Effects of Quota Frequency: Sales Performance and Product Focus." Management Science 67, no. 4 (April 2021): 2151–2170.
  • Article

Developing Models for Planning Retailer Sales Promotions: An Application to Automobile Dealerships

By: Anirudh Dhebar, Scott A. Neslin and John A. Quelch
Citation
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Dhebar, Anirudh, Scott A. Neslin, and John A. Quelch. "Developing Models for Planning Retailer Sales Promotions: An Application to Automobile Dealerships." Journal of Retailing 63, no. 4 (Winter 1987): 333–364.
  • January 2019 (Revised October 2019)
  • Case

Commercial Sales Transformation at Microsoft

By: Doug J. Chung
Industry leaders should adapt to changes in the business context and consider different ways to grow. Advances in technology had shifted software demand to the cloud. As a result, Microsoft announced a strategic shift in direction from its existing ‘Windows first’... View Details
Keywords: Sales; Strategy; Transformation
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Chung, Doug J. "Commercial Sales Transformation at Microsoft." Harvard Business School Case 519-054, January 2019. (Revised October 2019.)
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