CUSTOMER RELATIONSHIP MANAGEMENT
Instructional goals
The course CUSTOMER RELATIONSHIP MANAGEMENT aims to provide students with an in-depth understanding of: (i) the differences between B2C and B2B marketing logics, with particular focus on the evolution of business-customer relationships in the two contexts; (ii) effective strategies for coordinating marketing channels and integrating them into a single coherent system; (iii) how companies can use emerging technologies to offer a seamless customer experience across different channels; (iv) how to design a company’s channel ecosystem; (v) how to create and motivate a top performing Sales Force. The course will cover both fundamental and advanced topics related to channel marketing, channel strategy development, and new technologies used to implement such strategies, such as Artificial Intelligence, Recommendation Agents, Augmented and Virtual Reality, the Internet of Things (IoT), RFID, Blockchain, Cloud Computing, and more. On top of the technological aspects the course will offer an overview of the Soft Skills needed to have success in the Sales profession.
Prerequisites
Principles of Marketing course or equivalent.
Course Contents
Differences between B2C and B2B marketing: relationship logic, decision-making processes, and loyalty strategies
Types and functions of marketing channels: physical, digital, direct, and indirect
Channel coordination and integration strategies: multichannel vs. omnichannel
Introduction to Customer Relationship Management (CRM): basic concepts, goals, and customer value
Designing the channel ecosystem: touchpoints, experience consistency, and customer journey
Omnichannel Customer Experience: metrics, consumer expectations, and integrated management
Emerging technologies in channels: AI, IoT, RFID, Blockchain, Cloud, AR/VR, and Recommendation Agents
Channel conflict and power: dynamics between actors and governance strategies
Channel performance measurement: KPIs, result analysis, and continuous improvement.
Sales Force organization.
Sales Force motivation.
Sales Soft Skills.
Reference Books
Palmatier, R. W., Stern, L. W., & El-Ansary, A. I. (2016). Marketing channel strategy: An omni-channel approach. Routledge. (Chapter I, II and XI only)
Sisti, M. A., Guenzi, P., & Caiozzo, P. (2020). Gestire le vendite: l'eccellenza nel sales management. EGEA.
For non-attending students:
Course handouts – Mandatory
Palmatier, R. W., Stern, L. W., & El-Ansary, A. I. (2016). Marketing channel strategy: An omni-channel approach. Routledge. (All chapters) - Mandatory
Lemon, K. N., & Verhoef, P. C. (2016). Understanding customer experience throughout the customer journey. Journal of marketing, 80(6), 69-96. - Mandatory
Kumar, S., Jebarajakirthy, C., & Das, M. (2022). Building trust among channel members via power sources. Journal of Business & Industrial Marketing, 37(9), 1802-1817. - Mandatory
Webb, K. L., & Didow, N. M. (1997). Understanding hybrid channel conflict: a conceptual model and propositions for research. Journal of Business-to-Business Marketing, 4(1), 39-7 - Mandatory
Alexander, B., & Kent, A. (2022). Change in technology-enabled omnichannel customer experiences in-store. Journal of Retailing and Consumer Services, 65, 102338. - Mandatory
Pournader, M., Ghaderi, H., Hassanzadegan, A., & Fahimnia, B. (2021). Artificial intelligence applications in supply chain management. International Journal of Production Economics, 241, 108250. - Mandatory
Xiao, B., & Benbasat, I. (2007). E-commerce product recommendation agents: Use, characteristics, and impact. MIS quarterly, 137-209. - Mandatory
Teaching Methods
Lectures, Practical Exercises, In-class Experience with Guest Speakers
Assessment Method
In-class exercises (10%) – Practical – Individual grade Project Work (20%) – Practical – Group grade Final exam first part (35%) – Individual grade Final exam second part (35%) – Individual grade
Written exam for non-attending students
Thesis assignment criteria
Having attended the minimum number of lessons as required and acquired the status of “attending”. Further, having demonstrated interest for the course content.
Week 1
Lecture 1
Sales Channels and Channel Marketing
Goal:
Introduce the concept of channel marketing and distribution in the retail context
Topics:
Definition of channel marketing
Types of marketing channels
Importance of channel marketing
Structuralist and functionalist approaches
Materials:
Course slides
Palmatier et al. (2016)
Lecture 2
Evolution of Marketing Channels
Goal:
Introduce the concept of retail and omnichannel
Topics:
Definition and benefits of retail
Evolution of retail
Strategies to integrate physical and online sales channels
Materials:
Course slides
Palmatier et al. (2016)
Week 2
Channel Strategy Management
Goal:
Introduce key components of a channel strategy and align them with business objectives
Topics:
Key components of a strategy
Aligning strategy with business goals
Importance of power sources in channels
Materials:
Course slides
Palmatier et al. (2016)
Kumar, S., Jebarajakirthy, C., & Das, M. (2022). Building trust among channel members via power sources. Journal of Business & Industrial Marketing, 37(9), 1802-1817.
Lecture 2
Collaboration and Integration for Effective Channel Strategy
Goal:
Recognize the importance of collaboration and integration in developing a channel strategy
Topics:
Collaborative approach in strategy development
Role of channel conflict in strategy
Positioning and optimization strategies
Materials:
Course slides
Palmatier, R. W., Stern, L. W., & El-Ansary, A. I. (2016). Marketing channel strategy: An omni-channel approach. Routledge.
Webb, K. L., & Didow, N. M. (1997). Understanding hybrid channel conflict: a conceptual model and propositions for research. Journal of Business-to-Business Marketing, 4(1), 39-78.
Week 3
Lecture 1
CRM for Marketing Channels
Goal:
Introduce the basic concepts of CRM technology and its use in retail
Topics:
Basic concepts and evolution of CRM
Managing customer relationships through CRM platforms
Materials:
Course slides
• Palmatier, R. W., Stern, L. W., & El-Ansary, A. I. (2016). Marketing channel strategy: An omni-channel approach. Routledge.
• Peppers, D., & Rogers, M. (2016). Managing customer experience and relationships: A strategic framework. John Wiley & Sons.
Lecture 2
Using CRM Systems
Goal:
Learn how to use CRM platforms to enhance customer experience in marketing channels
Topics:
CRM implementation
Optimization of customer experience through CRM
Performance analysis and overcoming CRM adoption challenges
Materials:
Course slides
• Palmatier, R. W., Stern, L. W., & El-Ansary, A. I. (2016). Marketing channel strategy: An omni-channel approach. Routledge.
• Peppers, D., & Rogers, M. (2016). Managing customer experience and relationships: A strategic framework. John Wiley & Sons.
Week 4
Lecture 1
Customer Journey Mapping
Goal:
Introduce the concept of customer journey mapping and its relevance to strategy development
Topics:
Definition and importance of customer journey mapping
Mapping process steps
Benefits for marketers
Materials:
Course slides
Palmatier et al. (2016)
• Lemon, K. N., & Verhoef, P. C. (2016). Understanding customer experience throughout the customer journey. Journal of marketing, 80(6), 69-96.
• Hamilton, R., Ferraro, R., Haws, K. L., & Mukhopadhyay, A. (2021). Traveling with companions: The social customer journey. Journal of Marketing, 85(1), 68-92.
• Court, D., Elzinga, D., Mulder, S., & Vetvik, O. J. (2009). The consumer decision journey. McKinsey Quarterly, 3(3), 96-107. https://www.youtube.com/watch?v=0Grg45ecrgI
Lecture 2
Touchpoints and Customer Pain Points – Practical Exercise
Goal:
Understand the importance of identifying touchpoints and pain points in the customer journey
Topics:
Understanding customer experience
Techniques for collecting customer feedback and insights
Using customer data to improve the journey
Materials:
Same as above
Week 5
Lecture 1
Data Analytics for Retail
Goal:
Introduce data analytics and its role in strategy development
Topics:
Understanding data analytics
Types of analytics
Materials:
Course slides
Palmatier et al. (2016)
Lecture 2
Using Data to Optimize Customer Experiences
Goal:
Learn to measure and optimize the customer experience using data
Topics:
Measuring and optimizing customer experience in retail
Materials:
Course slides
Palmatier et al. (2016)
Week 6
Lecture 1
Promotional Leverage in Marketing Channels
Goal:
Recognize the importance of promotions and discounts and activation strategies across channels
Topics:
Understanding promotions and discounts
Types of promotions and discounts
Factors influencing promo decisions
Materials:
Course slides
Palmatier, R. W., Stern, L. W., & El-Ansary, A. I. (2016). Marketing channel strategy: An omni-channel approach. Routledge.
Priya Raghubir, J. Jeffrey Inman, Hans Grande (2004). The Three Faces of Consumer Promotions. Harvard Business Publishing
McKinsey&Company (2022) Future of B2B sales: The big reframe.
Lecture 2
Effectiveness of Promotions and Discounts – Exercise
Goal:
Measure the effectiveness of brand promotion and discount strategies
Topics:
Analysis of promotion results
Practical exercises
Materials:
Same as above
Week 7
Lecture 1
Technology in Marketing Channels and Industry 4.0
Goal:
Introduce the main technologies used in marketing channels and their importance for enhancing customer experience
Topics:
Key technologies in marketing channels and retail
Benefits of technology in channels
Materials:
Course slides
• Palmatier, R. W., Stern, L. W., & El-Ansary, A. I. (2016). Marketing channel strategy: An omni-channel approach. Routledge.
• Alexander, B., & Kent, A. (2022). Change in technology-enabled omnichannel customer experiences in-store. Journal of Retailing and Consumer Services, 65, 102338.
• The future of shopping: what’s in store? |The Economist | https://youtu.be/ad-GuV6YIMI
• Into the fast lane: How to master the omnichannel supply chain | McKinsey&Company | https://www.mckinsey.com/industries/retail/our-insights/into-the-fast-lane-how-to-master-the-omnichannel-supply-chainLecture 2
Technology Integration in Retail Strategy
Goal:
Learn to integrate technology into channel strategy and the importance of innovation
Topics:
Integration of technology into channel strategy
Technological implementation in marketing and sales
Overcoming integration challenges
Materials:
Same as above
Week 8
Lecture 1
Organizational Buying Behavior. B2B Customers and Sales Transformation
Materials:
Course slides
Instructor-provided materials
• Sisti, M. A., Guenzi, P., & Caiozzo, P. (2020). Gestire le vendite: l'eccellenza nel sales management. EGEA. Capitolo 1.
Lecture 2
Approaches and Relationship Orientation in B2B Sales Force Management. Key Account Management Processes
Materials:
Course slides
Instructor-provided materials
• Sisti, M. A., Guenzi, P., & Caiozzo, P. (2015). Gestire le vendite: l'eccellenza nel sales management. EGEA. Capitoli 2 e 3.
Week 9
Lecture 1
Channel Sales and Trade Marketing. Sales in Retail Chains
Materials:
Course slides
Fornari, D. (2009). Trade Marketing (Relazioni di filiera e strategie commerciali). Egea. Capitoli 4, 5, 8.
Lecture 2
Types of Sales Contracts. Sales Force Structure, KPIs and Sizing
Materials:
Course slides
Sisti, M. A., Guenzi, P., & Caiozzo, P. (2020). Gestire le vendite: l'eccellenza nel sales management. EGEA. Capitoli 4 e 5.
Week 10
Lesson 1
Definitions of Marketing Lead and Sales Lead. The Lead Generation Process in Marketing and Sales
Teaching Materials:
• Course slides
• Instructor-provided materials
• Sisti, M. A., Guenzi, P., & Caiozzo, P. (2020). Gestire le vendite: l'eccellenza nel sales management. EGEA.
Lesson 2
Project Work: Introduction, Case Presentation, and Definition of Project Objectives
Teaching Materials:
• Course slides
• Instructor-provided materials
Week 11
Project Work: Project Development, Guided Teamwork in Class
Teaching Materials:
• Course slides
• Instructor-provided materials
Week 12
Project Work: Project Presentation