Edward F. McQuarrie is a professor of marketing at the Leavey School of Business, Santa Clara University, in California's Silicon Valley.
Introduction
Focus of the Book
Background
Developments Since the First and Second Editions
Who Should Read This Book
Acknowledgments
Rationale
Why Visit Customers?
Customer Visits and Market Focus
Promise and Peril of Customer Visits
Additional Information
Customer Visits as a Distinctive Approach to Market Research
Why Do Market Research at All?
Limits, Boundary Cases, and the Sweet Spot for Customer Visits
When Customer Visits Are Not the Technique of Choice
The Sweet Spot for Customer Visits
Boundary Cases
From Conceptual Rationale to Practical Advice
Additional Information
Procedures
Programmatic, Ad Hoc, and Hybrid Approaches to Visiting Customers
Ad Hoc Visits
Hybrid and Emerging Visit Types
How to Harvest Data from Ad hoc Visits
Planning a Program of Visits
Why a Program of Visits?
Appropriate and Inappropriate Applications for Visit Programs
A Seven-Step Procedure for Planning Customer Visit Programs
To Begin: Set Objectives
Additional Information
Budgets, Recruitment, Coordination, Team Preparation, and Time Line
Cost Factors
Recruit Customers
Coordination with the Sales Force
Select Team Members
Time Frame
Additional Information
Selecting Customers to Visit
Devising a Sample Frame
Special Cases in Sample Selection
Additional Information
Preparing a Discussion Guide
The Goal: Information Capture
The Discussion Guide
A Process for Team Preparation of a Discussion Guide
Additional Information
Constructing Good Questions
Preparation but Also Spontaneity
Importance of Open-Ended Questions
Workhorse Questions
Specialized Question Strategies
Criteria for Effective and Ineffective Questions
A Few Specific Questions to Avoid
How to Ask Questions About pricing
The Importance of Follow-Up Questions
Additional Information
conducting the visits
Interview Format: Time Boundaries
Interview Format: Spatial Considerations
Group Versus Individual Interviews
Interview Roles
Interview Skills
Five Difficult interview Situations
Additional Information
Completing the Visit Program
Debriefing
Analysis and Reporting
Dissemination of Results
Storage of Results
Closure for Customers and the Field
Additional Information
Analysis
Generalizability of Visit Data
Procedures for the Analysis of Visit Data
Process of Analysis: Baseline Approach
Analysis of Visit Data: A Closer Look
Visual Representation of Visit Data
Tips for Improving the Analysis of Visit Data
Additional Information
The Place of Customer Visits within the Market Research Toolbox
Compartments in the Market Research Toolbox
Research Planning
Customer Visits Compared to Kindred Techniques
Combination Strategies Involving Customer Visits
Two Mistakes to Avoid
Summary
Additional Information
Appendix: Checklist for conducting Program of Customer Visits
Bibliogrpahy
Index
About the Author
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