Transcript 組織與管理簡介

Marketing Strategy
任維廉 教授
at NCTU, 2014
講師簡介：任維廉 (William)
現職：交通大學 管理學院 運輸科技與管理系 教授
學歷：交大 管理科學研究所 博士
經歷：交大 運輸科技與管理學系 系主任
交大 傑出教學獎
台北市交通局 顧問
新竹市政府 市政顧問
中華民國 運輸學會 理事
PCMPCL, Harvard Business School
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交通大學管理學院 任維廉教授
認識自己，走過的歲月！
從小立志：
•老師，編輯，寫作
人生目標：
•樂在廣泛閱讀，以解個人人生之惑，幫助他人成長。
什麼人讓我羨慕？什麼事讓我感動？
•孔子教授 GMBA 方法
•諸葛亮撰寫策略規劃論文
•玄奘留學回來翻譯經典論文
我認同的描述快樂之雋語：
•盡己，知足，豁達
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Outline
1. Introduction to Marketing Strategy
2. Positioning Strategy: Target Market Selection and
Product Positioning
3. Tactical Details: The Marketing Mix (4 Ps)
4. Analysis Underlying Marketing Strategy
Formulation
5. Conclusion
＊ Basic Marketing Mathematics
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交通大學管理學院 任維廉教授
1. Introduction to Marketing Strategy
 There is only one valid definition of business purpose:
to create a customer. Any business enterprise has only 2
basic functions: marketing and innovation. (Drucker)
 Marketing is the process via which a firm creates value
for its chosen customers.
 Marketing Strategy: sustain this process of creating and
capturing value over time.
1. Selecting a target market and determining the
desired positioning of the product in target
customers’ mind.
2. Specifying the plan for the marketing activities to
achieve the desired positioning.
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交通大學管理學院 任維廉教授
Schematic of marketing process
1. Marketing analysis: Customer needs, Company
skills, Competition, Collaborators, Context. (5 Cs)
2. Creating value: Marketing segmentation, Target
market selection, Product and service positioning.
3. Capturing value, Marketing mix: Product, Place,
Promotion, Pricing. (4 Ps)
4. Sustaining value: Customer acquisition, Customer
retention.
5. Profits.
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交通大學管理學院 任維廉教授
2. Positioning Strategy (STP, Wended Smith, 1956)
 Market Segmentation
 Target Market Selection
 Product Positioning
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交通大學管理學院 任維廉教授
2.1 Two Key Questions
 Which potential buyers should the firm attempt to
serve? Segmentation!
 Demographic, Geographic, Life style,……
 How much customization should the firm offer?
 Mass market, Market segments, Market Niches,
Individuals.
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Example of Segmentation
Based on Customer Behavior Survey
 User status: nonusers, user
 Usage rate: light, medium, heavy user
 Benefits sought: performance, price oriented
 Loyalty status: none, moderate, strong, totally loyal
 Attitude toward product: unsatisfied, satisfied, delight
e.g., 1. 特力屋：易買，易選，樂趣多（友善環境）。
2. 路邊鞋攤：專賣沒名氣但好穿的男鞋。
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交通大學管理學院 任維廉教授
2.2 Target Market Selection
Comparative strengths and weaknesses (vs.
competition), 衡外情，量己力
 Corporate goals, the fit of the segment with these
goals,
 Resources necessary to market successfully to the
target segment,
 Need for appropriate collaborators,
 Likely financial returns from the segment.
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交通大學管理學院 任維廉教授
Positioning statements (Fill-in-the-Blank)
____________________ (Our product / brand) is
____________________(single most important claim)
among all ___________________ (competitive frame)
because __________ (single most important support).
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交通大學管理學院 任維廉教授
Swatch: 8 steps
(Nicolas Hayek)
1. 腦力激盪，發想需求：發散思考手表示用來做什麼的？對時
，鬧鐘，搭配服飾，凸顯地位……
2. 整併需求，找出區隔：(1) 簡單對時者，(2) 追求功能者，(3)
地位彰顯者，(4) 流行搭配者。Client Types
3. 評估市場和公司能力：(1) 市場規模？(2) 競爭狀態？亞洲已
很多價格便宜、功能簡單的，流行搭配者是全新的子市場
(3)公司有無能力進入市場？
4. 選定市場，找到灘頭堡：選擇聚焦在流行搭配者
5. 畫出顧客檔案：追求流行者超愛新產品，若價格不貴，就想
買回嘗鮮，搭配穿著
6. 分析與競爭對手之差異：(1) 塑膠材質可平價，(2) 防水，(3)
外觀簡單好看。
7. 確認顧客前兩大需求：最平價，設計感最好（防水，準確）
8. 選擇定位策略：搭配你不同場合需求的第二條領帶、領巾…..
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交通大學管理學院 任維廉教授
3. The Marketing Mix
 The 4 Ps: an aggregation, regrouping, easy-to-recall
 Product,
 Place,
 Promotion,
 Pricing.
 Blend 12 mix elements (Borden):
Merchandising / product planning, Pricing, Branding,
Channels of distribution, Personal selling, Advertising,
Promotions, Packaging, Display, Servicing,
Physical handling,
Fact finding and analysis / market research.
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交通大學管理學院 任維廉教授
3.1 Product: Definition
 Considered from the point of view of value
delivered to the customer.
 The physical product itself,
 Brand name,
 Company reputation,
 Presale education provided by sales people,
 Postsale technical support,
 Repair service,
 Financial plans,
 Convenient availability,
 Word-of mouth references from earlier adopters,
 Reputation of the outlet.
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3.1.1 Product Line Planning Decisions
 Product line length: different price points, how many
items,
e.g., 高價啤酒，低價電腦……
 Product line breadth: desired consistency or similarity,
e.g., desktop computer, laptops;
men’s golf attire, women’s line;
minivan, sport-utility vehicle.
 Product line depth: how many types,
e.g., $100 golf sweater in 5 colors or just 3; or mixed.
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交通大學管理學院 任維廉教授
3.1.1 Product Line Planning Decisions
 Considerations: satisfy target customer wants,
profitable for the firm, differentiation from competitors,
impact on the rest of the line (complement, not
substitute) or brand (company’s reputation).
 大千世界、芸芸眾生，能辨識出來的，總是那些：
能比別人早起一步、多做一分、深想一層的，他們
看的到機會而且與眾不同。
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交通大學管理學院 任維廉教授
3.1.2 Individual Item Decisions
 Delete an item from the line.
 Reposition an existing product within the line.
 Improve the performance of an existing product to
strengthen its positioning.
 Introduce a new product within an existing line.
 Introduce a product to establish a new line.
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交通大學管理學院 任維廉教授
3.1.3 The New Product Developing Process:
5 Steps Sequential Process
1. Opportunity identification: both product-market fit
and product-company fit.
2. Design.
3. Testing: survey, taste test, simulated test markets,
actual test markets.
4. Product introduction: geographic markets, same
time or sequentially over time.
5. Life cycle management: repositioning or
marketing mix change in a dynamic process,
continually learning from environment change
(customer reaction, competition, technology).
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交通大學管理學院 任維廉教授
3.2 Place: Marketing Channels
 8 generic channel functions:
 Product information, product customization,
product quality assurance, lot size, product
assortment, availability, after-sale service,
logistics.
 Eliminate a layer in the chain?
 The functions done by the middlemen now have
to be done by someone else.
 The 2 major decisions:
1. Channel design
2. Channel management
交通大學管理學院 任維廉教授
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3.2.1 Channel Design
 Direct distribution (IBM blue suits sales force),
Indirect (3rd party under contract or independently),
Dual (own sales force, direct mail, Web site;
distributers, retail outlets).
 Account concentration: jet engines (DD);
toothpaste (ID).
 Control and direct customer contact. (e.g., 法藍瓷)
 Limit (high-end, e.g., Infiniti);
Intensively distribute (more well known, customer
convenience, e.g., Coke, PC).
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交通大學管理學院 任維廉教授
3.2.1 Channel Management
 Conflict between partners in a distribution system:
 Lack of congruence in goals.
e.g., 長期聲譽 vs.短期獲利
 Lack of consensus on who is doing what.
e.g.,售後服務誰負責
 Day to day work-on-it (not solve-it-once):
 Proper design of contracts,
 Good communications (feedback)
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交通大學管理學院 任維廉教授
3.3 Promotion: Marketing Communications
 6 Ms model:
 Market: to whom?
 Mission: what is the objective?
 Message: what are the specific points?
 Media: which vehicles?
 Money: how much will be spent?
 Measurement: how well impact be assessed?
 Potentially expensive:
 Personal selling,
 Nonpersonal elements.
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交通大學管理學院 任維廉教授
3.3.1 Nonpersonal Vehicles
 Advertising in media:
 awareness, features, usage situations,
distinguishing from competitors, point of
purchase, brand image.
 Sales promotion event: actually close,
 trade promotion (advertising allowance);
consumer (cents-off coupon); retail (discount).
 Direct marketing to household:
 customized direct mail.
 Public relations: nonpaid, but less controllable,
 press releases, speeches at industry seminars,
appearance on radio on TV programs.
 Others: packaging, trade shows……
交通大學管理學院 任維廉教授
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3.3.2 Personal Selling
 Interaction to potential customer:
 Take an order, providing technical support…
e.g., 新藥銷售業務拜訪醫師
 Recruiting, selecting, training programs;
evaluation, compensation, motivation plans.
 Integrated communication plans:
 People involved in decision-making unit (DMU)
 different issues.
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交通大學管理學院 任維廉教授
3.3.3 Constructing the Communications Mix
 Proper allocation of dollars
 Push strategy: retailer,
Pull strategy: end consumer
 Options: event sponsorship, telemarketing, own
(others) Web site, infomercials
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交通大學管理學院 任維廉教授
3.4 Pricing
 Maximum price:
 Combination of product, place, promotion
determine the customer’s perception value of the
firm’s product in a given competitive context.
 Cost should act as a floor on pricing
 Effective pricing:
 1. Pricing objectives,
 2. Price customization,
 3. Price leadership.
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交通大學管理學院 任維廉教授
3.4.1 Pricing Objectives
 Skim (吸脂) strategy: maximize short-term profit,
top of the market with high value.
 e.g., hardcover books at $30 initially.
 Penetration (滲透) strategy : maximize market
penetration, sets a lower price to generate lots of
sales quickly.
 Consumers are sensitive to price, economies of
scale are important, adequate production
capacity, threat of competition.
 Difficult to increase prices later (referent point).
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交通大學管理學院 任維廉教授
3.4.2 Price Customization
 Charging different customers different prices:
 yield management (airlines, car rental)
 Consideration:
 Quantity discounts,
 lower price only in a certain locations,
 Product line (hardcover / softcover),
 buyer characteristics (upgraders / new customer)
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交通大學管理學院 任維廉教授
3.4.3 Price Leadership
 Any price decision has to reflect anticipated
competitive reaction:
 Avoid price cutting, legal and price leadership :
 High fixed but low variable costs,
 Little differentiation among competitors’
product,
 Industry growth rate is low,
 There are barriers to capacity adjustment
 Economies of scale are important.
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交通大學管理學院 任維廉教授
4. Analysis Underlying Marketing Strategy
Formulation
 Marketing analysis: (the 5 Cs)
 Customers needs,
 Company skills,
 Competition,
 Collaborators,
 Context.
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交通大學管理學院 任維廉教授
4.1 Customers Analysis
1. Who is involved in the process?
2. What role does each play?
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交通大學管理學院 任維廉教授
5 Roles in DMU
 Initiator(s): search product
 Decider(s): final decision
 Influencer(s): have input into it
 Purchaser(s): transaction
 User(s): consume
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交通大學管理學院 任維廉教授
Example of Purchase a Computer for the home
 Initiator: oldest child
 Decider (brand): a relative with computer
knowledge
 Influencers: parents and all children
 Purchaser: decider
 Users: all family members
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交通大學管理學院 任維廉教授
Decision Making Process?
 Is there a search for information?
 How is that search being conducted?
 What criteria are used to evaluate alternatives?
 How important are the various attributes?
 How do DMU members interact?
 Others: where to buy, how is used……
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交通大學管理學院 任維廉教授
4.2 Company Analysis
 Assessing comparative strengths and weaknesses
(vs. competition),
 Assessing product-company fit
(vs. Product-market fit):
 Finance,
 R&D capability,
 Manufacturing capability,
 Other assets.
 人無我有，人有我優，人優我轉 vs. 其他公司的機會
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交通大學管理學院 任維廉教授
4.3 Competitive Analysis
 Both current and potential competitors’ strengths
and weaknesses :
 Seeks differentiation possibilities. 藍海策略
 Assess competitors’ objectives and strategies:
 Predict and shape competitive reactions. 動態競爭
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交通大學管理學院 任維廉教授
4.4 Collaborators Analysis
 Partners in the marketing system:
1. Downstream retailers:
 Cost structure,
 Expectations about margins and allocation of
tasks,
 Support and training requires,
 Relationship with the firm’s competitors.
2. Upstream suppliers:
 Their ability to supply quality product on a
reliable basis,
 How much lead time is required?
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交通大學管理學院 任維廉教授
4.5 Context Analysis
 Spotting important changes in context before
competitor: Context is always changing.
 Consider and monitor for signs of disruption:
 Technology: Web’s disruption,
 Culture: trends and fashions,
 Politics, regulation, law, social norms are not
fixed.
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交通大學管理學院 任維廉教授
5. Conclusion: Terms to Know
 Marketing analysis: Customer needs, Company
skills, Competition, Collaborators, Context. (5 Cs)
 Creating value: Marketing segmentation, Target
market selection, Product and service positioning.
(STP)
 Capturing value, Marketing mix: Product, Place,
Promotion, Pricing. (4 Ps)
 Sustaining value: Customer acquisition, Customer
retention.
 Profits.
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交通大學管理學院 任維廉教授
6. Basic Marketing Mathematics
(1) Types of Cost
Dollars
Dollars
Total volume produced
Total volume produced
(a) Constant variable cost per unit
(b) Decreasing variable cost per unit
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交通大學管理學院 任維廉教授
(2) Profit Drivers
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交通大學管理學院 任維廉教授
(3) Break-even Formula
TR  P  Q
……(1)
TC  FC  avc  Q
……(2)
  P  avc  Q  FC ……(3)
FC   ( S )
Q 
P  avc
*
……(4)
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交通大學管理學院 任維廉教授
(4) Break-even Volume
Fixed Cost in Dollars
$700,000
BEV 

 200,000 units
Dollar Margin Per Unit $3.5 / unit
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交通大學管理學院 任維廉教授
 Alvin J. Silk, What Is Marketing? Harvard
Business Press, 2006/10/1
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