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Sales Management Syllabus
EMBA Summer 2017
Room TBD Univ Panamericana tecoyotila
Professor Dr. Moises Cielak
Recommended Text: Sales Management 6e
Hair, Pearson
Texts: Sales Management: Building Customer Relationships and Partnerships by
Hair/Anderson/Mehta/Babin
Course Purposes:
There are two primary purposes for the Sales Management course:
 To gain a solid understanding of professional B2B sales including its planning and staffing,
structure, and evaluation
 To understand how to manage and motivate a professional B2B sales force from the
perspectives of a sales manager (authority) and a marketing manager (influence)
Course Description:
The goal of the Sales Management course is to examine the elements of an effective sales force as a
key component of the organization's total marketing effort. The course will extend student’s
understanding of marketing's reach and potential impact in achieving its overarching goals. Course
objectives include understanding the sales process, the relationship between sales and marketing,
sales force structure, customer relationship management (CRM), uses of technology to improve sales
force effectiveness, and issues in recruiting, selecting, training, motivating, compensating and
retaining salespeople. Students learn to apply the discussion topics through an interactive project
worked on throughout the course.
The course is primarily an interactive discussion including debates, cases, and multiple opportunities
to apply the theories that are discussed. A critical element of the class is a group project simulating
a typical … though complex … sales management situation; the project includes a written paper with
the option for a presentation to the class with verbal defense.
The course is focused on professional, business-to-business (b2b) sales issues and sales
management. We frequently draw on our own experiences as consumers (b2c) as a basis for
developing perspectives, insights, and understanding of b2b sales themes.
Grading:
Your grade in Sales Management is directly proportional to how well you learn to apply the main
concepts presented and discussed throughout the course. There are several ways that your
performance is measured:
 Attendance and Participation. Class attendance is assumed; participation in the class
discussions and exercises is expected. Much of selling lies in the experiential domain: you
have to do it to know it. “Participation” is measured by your preparation for and contribution
to class discussions (quality, not quantity). (50 points)
 Final Exam. A written exam will assess your understanding of the underlying theories and
concepts discussed in the class. (150 points)
 Class Project. The class project is an opportunity to apply all of the critical topics we cover in
the class and personally experience the often-conflicting demands placed on sales
management as you struggle to balance them. (300 points)
Prof. Cielak Sales Management Syllabus EMBA Summer 2017
V 1.0 Page 1
CourseOutline:
* Assignments to be handed in
Semester Project Details:
The class project, an integral part of the course, gives students the chance to apply the main themes
we discuss. Each team will be charged with developing an appropriate plan to manage the selling
effort for a specific b2b situation. Structure, strategy, compensation, training, and other elements
are included.
The cornerstone of the project is a detailed written Sales Plan covering the various class topics and
concepts. In addition, each team will present and defend a portion of their plan to the “company
executives”. The project will be worth 300 points.
Project Teams
Students self-form teams of 4-5 people; the professor will review each team’s membership and make
any changes he deems appropriate for the success of the project. The team then remains intact for
the entire project; all teams use the same case scenario for their work.
Each team will decide who plays each of the following roles: VP Sales; VP Marketing; Training
Manager; National Accounts Manager; Regional Sales Manager. During the project, there will be
periodic ‘meetings’ for all students with certain titles to discuss aspects of the project.
Your professor plays the role of CEO of the company; both the VPs report directly to him. As the
teams need additional information or advice from the CEO (referred to as ‘research’), teams may
contact him via email (the CEO likes to keep accurate records of these things). The CEO will reply
Prof. Cielak Sales Management Syllabus EMBA
V 1.0 Page 2
Class Topics
Text
Ch.
Prep for Class In Class
Class 1  Course Intro
 Evolution of Professional
Sales
 Customer-Centric Model
Mod 1  Syllabus
 Symbiotic
Overview
 “Putting
Customers in
Charge” article
 Form Project teams
Class 2  Sales Strategies
 Sales Organizations
 Staffing Options
Mod 3,4  BioMod case*  BioMod case
 ‘VP Sales’ meeting
Class 3  Buying and Selling Processes
 Process Alignment
 T&C
Mod 2  Chicken Eyes
case*
 Research Set A
due
 Chicken Eyes
 ‘VP Marketing’
meeting
Class 4  Recruiting
 Training
Mod 5,
6
 Symbiotic Buy
Process maps*
 Research Set B
due
 ‘Training Manager’
meeting
Class 5  Performance, Compensation
and Incentive Plans
 Sales Forecasting
Mod 7,
8, 10
 Project time
Class 6  Final Exam
 Project Presentations
Project Presentations
Final Exam
within 24 hours of all requests (usually faster). The quality (not quantity) of the team’s
research is part of the grade.
Deliverables
There are two required deliverables for the project:
 Written Sales Plan Each team will write and submit an original Sales Plan based on the case
and other information provided during class and from the team’s ‘research’
 Sales Plan Presentation and Defense Each team will present and defend a portion of their
Plan to ‘management’; this is in addition to the written Plan
Grading
The written Sales Plan is graded on several factors including:
1. Accuracy of Thought … consistent and accurate application of key concepts from class that
are well thought out and developed
2. Competence … all topics are well understood and properly applied to the situation
3. Professionalism … all aspects of the project are carried out with a professional air including
team meetings, the sales Plan, and all other visible aspects of the project
4. Synergy … all aspects of the Plan are mutually supportive and build upon each other
The presentation is graded on the following factors:
5. Presentation … the quality and thoroughness of the presentation
6. Team Delivery … how well the team functions (speakers and non-speakers) during the
presentation and defense
7. Defense … how the team explains and/or defends its plan during the role play
8. Consistency … the written plan and presentation must agree in all ways
A sample grading matrix will be provided.
References
Following are several books that provide valuable insights into selling and sales management. The
books are not directly discussed in class, but are supplemental for interested students.
Rethinking the Sales Force, Neil Rackham and John DeVincentis, McGraw Hill
Selling: The Profession, David Lill, DM Bass
Compensating the Sales Force, David Cichelli, McGraw Hill
Sales Management, Robert Calvin, McGraw Hill
The New Solution Selling, Keith Eades, McGraw Hill
It’s Not Rocket Science, Mitchell Goozé, IMI
Relationship Selling, Jim Cathcart, Perigee
Selling is a Team Sport, Eric Baron, Prima
Prof. Cielak Sales Management Syllabus EMBA
V 1.0 Page 3
Sales management  planning and negotiations  cielak 2017

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Sales management planning and negotiations cielak 2017

  • 1. Sales Management Syllabus EMBA Summer 2017 Room TBD Univ Panamericana tecoyotila Professor Dr. Moises Cielak Recommended Text: Sales Management 6e Hair, Pearson Texts: Sales Management: Building Customer Relationships and Partnerships by Hair/Anderson/Mehta/Babin Course Purposes: There are two primary purposes for the Sales Management course:  To gain a solid understanding of professional B2B sales including its planning and staffing, structure, and evaluation  To understand how to manage and motivate a professional B2B sales force from the perspectives of a sales manager (authority) and a marketing manager (influence) Course Description: The goal of the Sales Management course is to examine the elements of an effective sales force as a key component of the organization's total marketing effort. The course will extend student’s understanding of marketing's reach and potential impact in achieving its overarching goals. Course objectives include understanding the sales process, the relationship between sales and marketing, sales force structure, customer relationship management (CRM), uses of technology to improve sales force effectiveness, and issues in recruiting, selecting, training, motivating, compensating and retaining salespeople. Students learn to apply the discussion topics through an interactive project worked on throughout the course. The course is primarily an interactive discussion including debates, cases, and multiple opportunities to apply the theories that are discussed. A critical element of the class is a group project simulating a typical … though complex … sales management situation; the project includes a written paper with the option for a presentation to the class with verbal defense. The course is focused on professional, business-to-business (b2b) sales issues and sales management. We frequently draw on our own experiences as consumers (b2c) as a basis for developing perspectives, insights, and understanding of b2b sales themes. Grading: Your grade in Sales Management is directly proportional to how well you learn to apply the main concepts presented and discussed throughout the course. There are several ways that your performance is measured:  Attendance and Participation. Class attendance is assumed; participation in the class discussions and exercises is expected. Much of selling lies in the experiential domain: you have to do it to know it. “Participation” is measured by your preparation for and contribution to class discussions (quality, not quantity). (50 points)  Final Exam. A written exam will assess your understanding of the underlying theories and concepts discussed in the class. (150 points)  Class Project. The class project is an opportunity to apply all of the critical topics we cover in
  • 2. the class and personally experience the often-conflicting demands placed on sales management as you struggle to balance them. (300 points) Prof. Cielak Sales Management Syllabus EMBA Summer 2017 V 1.0 Page 1
  • 3. CourseOutline: * Assignments to be handed in Semester Project Details: The class project, an integral part of the course, gives students the chance to apply the main themes we discuss. Each team will be charged with developing an appropriate plan to manage the selling effort for a specific b2b situation. Structure, strategy, compensation, training, and other elements are included. The cornerstone of the project is a detailed written Sales Plan covering the various class topics and concepts. In addition, each team will present and defend a portion of their plan to the “company executives”. The project will be worth 300 points. Project Teams Students self-form teams of 4-5 people; the professor will review each team’s membership and make any changes he deems appropriate for the success of the project. The team then remains intact for the entire project; all teams use the same case scenario for their work. Each team will decide who plays each of the following roles: VP Sales; VP Marketing; Training Manager; National Accounts Manager; Regional Sales Manager. During the project, there will be periodic ‘meetings’ for all students with certain titles to discuss aspects of the project. Your professor plays the role of CEO of the company; both the VPs report directly to him. As the teams need additional information or advice from the CEO (referred to as ‘research’), teams may contact him via email (the CEO likes to keep accurate records of these things). The CEO will reply Prof. Cielak Sales Management Syllabus EMBA V 1.0 Page 2 Class Topics Text Ch. Prep for Class In Class Class 1  Course Intro  Evolution of Professional Sales  Customer-Centric Model Mod 1  Syllabus  Symbiotic Overview  “Putting Customers in Charge” article  Form Project teams Class 2  Sales Strategies  Sales Organizations  Staffing Options Mod 3,4  BioMod case*  BioMod case  ‘VP Sales’ meeting Class 3  Buying and Selling Processes  Process Alignment  T&C Mod 2  Chicken Eyes case*  Research Set A due  Chicken Eyes  ‘VP Marketing’ meeting Class 4  Recruiting  Training Mod 5, 6  Symbiotic Buy Process maps*  Research Set B due  ‘Training Manager’ meeting Class 5  Performance, Compensation and Incentive Plans  Sales Forecasting Mod 7, 8, 10  Project time Class 6  Final Exam  Project Presentations Project Presentations Final Exam
  • 4. within 24 hours of all requests (usually faster). The quality (not quantity) of the team’s research is part of the grade. Deliverables There are two required deliverables for the project:  Written Sales Plan Each team will write and submit an original Sales Plan based on the case and other information provided during class and from the team’s ‘research’  Sales Plan Presentation and Defense Each team will present and defend a portion of their Plan to ‘management’; this is in addition to the written Plan Grading The written Sales Plan is graded on several factors including: 1. Accuracy of Thought … consistent and accurate application of key concepts from class that are well thought out and developed 2. Competence … all topics are well understood and properly applied to the situation 3. Professionalism … all aspects of the project are carried out with a professional air including team meetings, the sales Plan, and all other visible aspects of the project 4. Synergy … all aspects of the Plan are mutually supportive and build upon each other The presentation is graded on the following factors: 5. Presentation … the quality and thoroughness of the presentation 6. Team Delivery … how well the team functions (speakers and non-speakers) during the presentation and defense 7. Defense … how the team explains and/or defends its plan during the role play 8. Consistency … the written plan and presentation must agree in all ways A sample grading matrix will be provided. References Following are several books that provide valuable insights into selling and sales management. The books are not directly discussed in class, but are supplemental for interested students. Rethinking the Sales Force, Neil Rackham and John DeVincentis, McGraw Hill Selling: The Profession, David Lill, DM Bass Compensating the Sales Force, David Cichelli, McGraw Hill Sales Management, Robert Calvin, McGraw Hill The New Solution Selling, Keith Eades, McGraw Hill It’s Not Rocket Science, Mitchell Goozé, IMI Relationship Selling, Jim Cathcart, Perigee Selling is a Team Sport, Eric Baron, Prima Prof. Cielak Sales Management Syllabus EMBA V 1.0 Page 3