AN ANALYSIS OF PERCEIVED COMPETITIVE ADVANTAGES WITHIN SELECTED MANUFACTURER . DISTRIBUTOR ALIGNMENTS Thesis for the Degree of Ph. D. MICHIGAN STATE UNIVERSITY PARKER MARTIN WORTHING 1968 LI 31‘ A Ii: " THESIS Mch .- - LIL‘C UCXV ("a 311'), This is to certify that the thesis entitled AN ANALYSIS OF PERCEIVED COMPETITIVE ADVANTAGES WITHIN SELECTED MANUFACTURER-DISTRIBUTOR ALIGNMENTS presented by Parker M. Worthing has been accepted towards fulfillment of the requirements for Ph.D. degree in BUSINESS Admin. Date 0-169 G) Parker; Mama ggnghing gee ALL RIGHTS RESERVED ii ; We} 5 ABSTRACT AN ANALYSIS OF PERCEIVED COMPETITIVE ADVANTAGES WITHIN SELECTED MANUFACTURER- DISTRIBUTOR ALIGNMENTS by Parker Martin Worthing This thesis deals with two concepts-—the concept of differential competitive advantage and the concept of marketing channels as integrated systems of action-- which are implicitly connected in much of the marketing literature. That is, if a channel is to offer a unified, Icoordinated marketing effort, it is assumed that the effectiveness of this effort will be a function of one or more competitive advantages. In this context, the channel is a "competitive unit" and the bases of these potential advantages range over all facets of the inter- dependent marketing activities of channel members. It was hypothesized that intrachannel agreement-- I agreement among men influencing marketing functions at various Operational levels in a channel—-regarding per- ceptions of competitive advantages or disadvantages associated with a channel-wide range of marketing activi- ties--each representing a source of possible differenti- ation——would be positively related to the marketing effectiveness of the channel as a competitive unit. Parker Martin Worthing This thesis investigated this relationship and other im- plications of combining the concept of differential advantage with the concept of marketing channels as unified systems of action. Measures of the marketing effectiveness of manu- facturer-distributor channels competing for sales of heavy construction equipment and the competitive advan- tages and disadvantages men within these channels associ- ate with sixty sources of possible differentiation covering six elements of channel-wide marketing activity were analyzed. The participating firms comprised nine groups of manufacturer- distributor channels or competitive units, each group com- peting for sales within a prescribed metropolitan trading area. Managers and field sales personnel with both firms in each manufacturer-distributor unit identified, through mailed questionnaires, the rival unit they feel offers the strongest competition in their respective trading areas. Respondents compared their unit's marketing effort with that offered by this rival unit for each of the sixty items which individually or in a variety of combinations may contribute to the marketing success enjoyed by these competing units. Competitive advantages or disadvantages corresponding to favorable and unfavorable comparisons were assigned to the sixty items by each respondent. Analysis of "horizontal" segments of data revealed areas Parker Martin Worthing of greatest congruency and variance in perceptions of marketing effort among men in different positions at both the manufacturer and distributor levels of operation. Analysis of "vertical" segments of data, each repre- senting the perceptions of men within competing inter- firm alliances, underscored the pattern of evaluations that tended to be associated with greater degrees of marketing success. Although product offerings were perceived as sources of competitive advantages by nearly all respondents, re- gardless of their manufacturer affiliation, the analysis revealed a significant relationship between congruency of intrachannel perceptions of marketing effort and mea- sures of the marketing effectiveness of competing channels. Men influencing the marketing effort of the more successful manufacturer-distributor units--units accounting for larger market shares in the nine trading areas--tended to agree more closely as to the sources and extent of Eggh’competi- tive advantages and disadvantages. The findings imply that more meaningful and durable bases of competitive differentiation--at least among the channels studied--may transcend the product and price differences which are conventionally cited as top priority components of competitive effort. Although generalizations based on this study are limited, the data suggest that conceptualizing marketing channels as competitive units Parker Martin Worthing with Jointly develOped and sustained bases of possible competitive differentiation which mutually benefit member firms has potential value for marketing managers with firms forming channels in other segments of industrial distribution. A framework for Operationalizing this conceptual model by "auditing" scores reflecting intrachannel per- ceptions of competitive differentiation was developed. AN ANALYSIS OF PERCEIVED COMPETITIVE ADVANTAGES WITHIN SELECTED MANUFACTURER- DISTRIBUTOR ALIGNMENTS By Parker Martin Worthing A THESIS Submitted to Michigan State University in partial fulfillment of the requirements for the degree of DOCTOR OF PHILOSOPHY Department of Marketing and Transportation Administration 1968 Copyright by Parker Martin Worthing 1968 ii ACKNOWLEDGMENTS The writer extends his sincere appreciation to those who have contributed their time, effort, and consideration to this research effort. Members of my dissertation committee, Professors William J. E. Crissy, William Lazer and Frank Mossman, provided a blend of challenge, assistance and guidance while generously contributing their time and thoughts. I extend an especially warm personal note of gratitude to Professor Crissy who served as a tolerant, under- standing and instructive chairman of this committee. Members of the administrative staff of Associated Equipment Distributors, especially Mr. P. D. Hermann, Executive Director, and Mr. Frank Skidmore, Director of Industry Services, made substantial contributions to both the conceptual and operational development of the study. The sales and marketing managers with the partici- pating manufacturing firms gave their valuable time for interviews and discussions. Without the interest and c00peration of the district representatives, distributor principals, and field iii salesmen, who set aside time to provide me with their personal Judgments, the study could not have been accomplished. My wife, Marcia, and my children, Jane and Peter, withstood the tests of patience and understanding which accompanied this undertaking and contributed, in their own special way, support and encouragement. iv TABLE OF CONTENTS Page ACKNOWLEDGMENTS . . . . . . . . . . . iii LIST OF TABLES . . . . . . . . . . . vii LIST OF EXHIBITS. . . . . . . . . . . ix LIST OF APPENDICES . . . . . . . . . . x Chapter I. BACKGROUND OF THE STUDY: CONCEPTS AND CONTENTIONS . . . . . . . . . l The Concept of Differential Ad— vantage: Its Origin, Nature and Implications Marketing Channels: Complexities of Conflict, Control and Cooperation The Channel as a Competitive Unit: A Ratibnale for Research II. THE RESEARCH PROBLEM, DESIGN AND METHODOLOGY . . . . . . . . . 19 The Research Problem: Scope and Focus The Research Design: Manufacturers, Middlemen and Market Areas The Research Methodology: Compari- son, Congruency and Competitive Strength Chapter III. AGGREGATIVE ANALYSIS: COMPARISON OF INTERPOSITION PERCEPTIONS OF MARKET— ING EFFORT . . . . . . . . "Universal" Appraisals of Competitive Components "Particular" Appraisals of Competitive Components An Empirical Interpretation of Potential Competitive Advantages Summary of Aggregative Analysis IV. MACROSCOPIC ANALYSIS: COMPETITIVE STANDING AMONG MANU- FACTURER—DISTRIBUTOR COMBINATIONS Elements of Marketing Strength and Perceptual Congruency Within Competing Combinations Dimensions of Competitive Effectiveness CORRELATES OF Competitive Standing Summary of MacrOSCOpic Analysis V. MICROSCOPIC ANALYSIS: CORRELATES OF MARKETING EFFECTIVNESS AMONG MANU— FACTURER-DISTRIBUTOR UNITS. . . Element Evaluations Among Competitive Units Competitive Advantages and Market Shares Unit Element Scores as a Basis for "Channel Audits" Summary of Microsc0pic Analysis VI. A SUMMARY OF THE STUDY: RECOMMENDATIONS Review of the Findings RESULTS AND The Paradox of Perceived Product Superiority Benefits of the "Conceptual APPENDICES . BIBLIOGRAPHY. Marriage" vi Page 61 87 116 145 173 21†Table 10. ll. l2. 13. 14. LIST OF TABLES Sources of Possible Competitive Advantage for Manufacturer-Distributor Units . Response to Questionnaire Mailings . . Summary of Analytical Segments and Statistics . . . . . . . . . Distribution of Respondents by Position. Bases of "Universal" Competitive Advantages Bases of "Universal" Competitive Dis- advantages . . . . .. . . . . "Particular" Appraisals of Competitive Advantages and Disadvantages . . . Items with Statistically Significant D values 0 I O O O O O O I 0 Composition of Competing Manufacturer- Distributor Combinations . . . . Ranking of Competitors by MMGR's . . . Manufacturer-Distributor Combination Ele- ment Mean Score Totals . . . . Rank Correlation of Combination Element Mean Score Totals and Competitive Standing 0 O O O O O O O O O Manufacturer-Distributor Combination Ele- ment Standard Deviation Totals . . Rank Correlation of Combination Element Standard Deviation Score Totals and Competitive Standing. . . . . . vii Page AA 49 53 63 68 71 75 81 88 90 9A 100 105 107 Table Page 15. Distribution of Item Mean Scores Among Competing Combinations . . . . . . 110 16. Distribution of Competing Manufacturer- Distributor Units. . . . . . . . 119 1?. Competitive Unit Element Score Totals-- Product, Service and Financial . . . 123 18. Competitive Unit Element Score Totals-- Personal Selling, Promotion and Personnel . . . . . . . . . . 12A 19. Competitive Unit Composite Score Totals and Market Share Percentages . .‘ . . 125 20. Competitive Advantages and Disadvantages Associated with Nonproduct Elements Among Competing Units . . . . . . 128 21. Matrix of Area Element Scores.. . . . . 138 II-l. Competitive Comparison Item Response Percentages. . . . . . . . . . 195 II-2. Responses to Competitive Comparison Items . 20l III-l. Manufacturer—Distributor Combination Item Mean Scores. . . . . . . . . . 205 III-2. Manufacturer—Distributor Combination Item Standard Deviation Scores . . . . . 207 IV-l. Rank Correlation of Competitive Unit Market Shares and Element Scores-- Product and Service . . . . . . . 210 IV-2. Rank Correlation of Competitive Unit Market Shares and Element Scores-- Financial and Personal Selling . . . 211 IV-3. Rank Correlation of Competitive Unit Market Shares and Element Scores-- Promotion and Personnel. . . . . . 212 IV—A. Rank Correlation of Competitive Unit Market Shares and Composite Scores . . 213 viii LIST OF EXHIBITS Exhibit 1A. 1B. 1C. 1D. 3A. 3B. 30. AA. AB. AC. Cover Letter to District Representatives-- First Mailing . . . . . . . . . Cover Letter to Distributor Managers-- First Mailing . . . . . . . Cover Letter to District Representatives-- Second Mailing. . . . . . . . Cover Letter to Distributor Managers—- Second Mailing. . . . . . . . . Common Cover Sheet for Questionnaires Request for Ranking of Competitors and Market Share Estimates--Manufacturer Managers. . . . . . . . . . Request for Ranking of Competitors and Market Share Estimates-—District Representatives . . . . Request for Ranking of Competitors and Market Share Estimates——Distributor Managers and Field Salesmen . . . . Instructions for Competitive Comparisons-— Manufacturer Managers . . . . . . Instructions for Competitive Comparisons-- District Representatives . . . . . Instructions for Competitive Comparisons-- Distributor Managers and Field Salesmen Delineation of Potential Competitive Advantages . . . . . . . . Individual Distributor Firm Data Sheet. ix Page 175 176 177 178 179 180 182 183 18A 185 186 187 193 LIST OF APPENDICES Appendix Page I. Data Gathering Instruments . . . . . 17†II. Aggregative Analysis Tables. . . . . 194 III. Macroscopic Analysis Tables. . . . . 205 IV. Micros00pic Analysis Tables. . . . . 209 CHAPTER I BACKGROUND OF THE STUDY: CONCEPTS AND CONTENTIONS Knowledge of the competitive environment is a major prerequisite to marketing success. Theodore Levitt's "prescriptions" have helped increase managerial sensitivity to the dangers of "myopia" in this context.1 Marketing managers cannot avoid realizing the impact of change on past decisions. Nor can they avoid the dis- comforts of continued decision making in the face of un— certainty. The unpredictable rate of technological pro- gress challenges marketing planners. Inter-related economic, social and psychological variables add further complexity. The sources of change are many and varied. Its influence on a firm's products, markets or other facets of marketing activity may be subtle or direct. lTheodore Levitt, "Marketing Myopia," Harvard Business Review, (July—August, 1960), pp. “5-56. The Substance of this article was subsequently incorporated in his book. See especially Chapter 3, "Management Myopia" in Theodore Levitt, Innovation in Marketing (New York: McGraw-Hill Book Company, 1962), pp. 39-75. If a firm's marketing success is to endure against this background of change and uncertainty, some basis for competitive superiority must be developed and sus- tained. Wroe Alderson contends that "what is important in competition is differential advantage, which can give a firm an edge over what others in the field are offer- ing."2 This suggests a second level of necessary knowledge of the competitive environment. Marketing managers must provide for an awareness and appraisal of their intra- industry competitive standing. As a consequence, strategy and tactics will reflect an appreciation of competitors' strengths and weaknesses. To use Alderson's words again: Sellers' competition is not merely a matter of tactics as in the case of two military forces in fixed positions gradually wearing each other down. Competition is a war of movement in which each of the participants is searching for strategies which will improve his relative position.3 In the context of the above quotation, "victory" is measured by the attainment of profit and growth. This, in turn, depends upon marketing efforts that develop and sustain a favorable comparative relationship to competitors. Alderson treats the search for such a differential advan- tage as the essence of competition in his functionalistic 2Wroe Alderson, Marketing Behavior and Executive Action (Homewood, Illinois: Richard D. Irwin, Inc., T9575, p. 102. 31bid., p. 108. approach to marketing theory construction.“ His influence on marketing thought has resulted in this term taking its place alongside consumer orientation, product differen- tiation, and market segmentation as conceptual "standards" in the parlance of marketers. The Concept of Differential Advantage: Its Origin, Nature and Implications The term differential advantage traces back to the writings of the early economists. For example, both Adam Smith's classic example of pin making and David Ricardo's "theory of comparative advantage" in inter-regional trade concern relative evaluations of economic variables. Edward H. Chamberlin's well-known treatise served to point up the concept of differentiation and its impact on competition.5 He attempted to sharpen the descriptive reality and analytical methodology of earlier economic theorists with his renewed view of competition. In formulating the principle that the market for every competitor is in some degree unique, Chamberlin broadened the bases of differentiation in a competitive context. “See Chapter IV, "Competition for Differential Ad- vantage" in Wroe Alderson, Marketing Behavior and Execu- tive Action (Homewood, Illinois: Richard D. Irwin, Inc., 1957), pp. 101-129 and Chapter 8, "The Search for Differ— ential Advantage" in Wroe Alderson, Dynamic Marketing Behavior (Homewood, Illinois: Richard D. Irwin, Inc., 19655, pp. 18u-210. 5Edward H. Chamberlin, Theory of Monopolistic Competition (Cambridge, Mass.: Harvard University Press, 1933). As he put it: Differentiation may be based upon certain charac- teristics of the product itself, such as exclu- sive patented features; trade-marks; trade names; peculiarities of the package or container, if any; or singularity in quality, design, color or style. It may also exist with respect to the conditions surrounding its sale. The specific term differential advantage is used in an essay by John Maurice Clark outlining the basis for a more adequate diagnosis of competition.7 He argued that a firm's actions to gain added business result in "the neutralizing process whereby rivals follow the initiator's lead and destroy his differential advantage."8 Clark viewed these temporary differential advantages and their subsequent competitive neutralization as inseparable from the processes of progress. In his final work, Competition as a Dynamic Process, Clark contends that price, product quality, selling effort and processing efficiency are the 9 four inter-related elements of competition. Commenting on differentiation, he said: 6Ibid., p. 56. 7John M. Clark, "Competition and the Objectives of Government Policy" in Edward H. Chamberlin (ed.), Monopoly and Competition and Their Regulation (New York: St. Martin's Press, 195“), pp. 317-337. Of particular rele- vance is Section (3), "A Unifying Framework for a Broader Theory: Competition as a Sequence of Initiatory Moves and Counteracting Responses," pp. 326-328. 8Ibid., p. 327. 9John M. Clark, Competition as a Dynamic Process (Washington, D. C.: The Brookings Institution, 1961). While product differentiation is treated in theory as a special case, it is actually the most general case, or the most comprehensive class of cases, since nearly all the products and services in in- dustry and trade involve some differentiation be— tween competing sellers, in the product itself, in services connected with it, including transport, or in the "image" it presents to the mind of the buyer.10 The implications of Chamberlin's "monopolistic "11 and the essence of what Clark termed "the "12 competition economics of differential advantage are clear in Alderson's writing.l3 Clark's influence is perhaps greater as he placed considerable emphasis on the dynamics of competition. This is more in keeping with Alderson's functionalist approach to competition which rests on the assumption that "every firm must seek and find a function in order to maintain itself in the market p1ace."lu lOIbid., p. 212. llChamberlin, op. cit. 12John M. Clark, "Competition and the Objectives of Government Policy" in Edward H. Chamberlin (ed.), Monopoly and Competition and Their Regulation (New York: St. Martin's Press, 1954), pp. 326—328. 13See especially Wroe Alderson, Marketing Behavior and Executive Action (Homewood, Illinois: Richard D. Irwin, Inc., 1957), pp. 101-109 and Dynamic Marketing Behavior (Homewood, Illinois: Richard D. Irwin, Inc., 19655. pp. 192-19“. l“Alderson, Marketing Behavior and Executive Action, op. cit., p. 101. As Alderson's theoretical perspective broadened, so did his discussion of potential sources of this "function" in the form of some competitive advantage. The posthumously published Dynamic Marketing Be- havior includes differentiation through market segmen- tation, along with differentiation by selection of appeals, by transvection, by product improvement, by process improvement and by product innovation as six aSpects of the search for differential advantage.15 Earlier treatment centered on the dimensions of "product" in the Chamberlinian sense, along with technological and geographic grounds, as sources of competitive advantage.16 Other writers, while not using the term differential advantage, have delineated variables related to firms' competitive standing. Culliton's study resulted in a lengthy list of "order-getting ingredients" which, in various combinations, distinguish the efforts of indi- vidual firms.17 Oswald Knauth lists location, exclusive position, custom, reputation, established organization, 15Alderson, Dynamic Marketing Behavior, op. cit., 16Alderson, Marketing Behavior and Executive Action, op. cit., pp. 1061108. A brief discussion is also included in Wroe Alderson and Paul E. Green, Planning and Problem Solving in Marketipg (Homewood, Illinois: Richard D. Irwin, Inc., 196A), pp. 392-395. 17James W. Culliton, The Management of Marketing Costs (Boston: Division of Research, Graduate School of Business Administration, Harvard University, 19A8). resource ownership, few competitors, and bigness as possible advantages in attaining a favorable "trade position."18 Knauth points out that no concern can have every trade advantage. "Hence the choice of which is most possible to attain in each particular situation is of the utmost importance."19 There are two aspects of such choices that need emphasis. First, several dimensions of competitive advantage discussed above are beyond the influence of marketing managers. They are not "con- trollable" variables in the marketing executive's decision making process.20 Yet responsibility for con— tinued pursuit or maintenance of a favorable competitive standing remains essentially with marketing managers. Secondly, an advantage exists only in relation to the efforts of rival firms in the competitive setting. A comparative evaluation is necessary. Thomas Berg sub- stantiates this point in the following quotation. Competitors are always seeking to achieve a stronger relative position than you possess in this milieu. l8Oswald Knauth, Business Practices, Trade Position, and Competition (New York: Columbia University Press, 1956), pp. 13-62. l91b1d., p. A3. 2OFor amplification of the term "controllable" variables see John A. Howard, Marketing Management: Analysis and Planning (Homewood, Illinois: Richard D. Irwin, Inc., revised edition, 1963), pp. “-9. They attempt to do this, of course, in one of two ways: (a) in a positive fashion, by trying to improve their strong points and minimize their weaknesses; or (b) by attempting to neutralize or destroy your functional position. It is rela- tive strengths that frequently tell the tale. And to achieve a strong relative position each competitor must, of course, have some absolute strengths.2l This suggests a need for additional stress on the "controllable" facets of competing firms' marketing efforts. Competition is not as glamorous as it is often described. In the absence of exciting innovative breakthroughs in technology and knowledge, competition continues. During these sometimes lengthy periods, it takes the form of strategy and tactics designed to maximize the relative effectiveness of standard competitive "inputs" such as service, promotion and personal selling. If any criticism is to be made of Alderson's theo— retical framework or descriptive treatments like Culliton's and Knauth's, it may be that they have tended to under— emphasize these elements of marketing as possible sources of competitive advantage. Although Alderson suggests that "marketing methods offer an ever-widening basis for "22 his discussion of these exploiting an advantage, "methods" is limited. Such aspects of firms' marketing activities, considered individually and collectively, H 21Thomas L. Berg, "Designing the Distribution System, (unpublished Ph.D. dissertation, Columbia University, 1960), p' 250 22 p. 196. Alderson, Dynamic Marketing Behavior, op. cit., may well constitute the most significant sources of lasting competitive advantage. Whether differential advantage, competitive ad- vantage, favorable trade position, or some other com— parable term is adopted, a firm's objective remains one of locating and sustaining some basis for lasting allegiance from present and potential customers. How- ever, when a firm moves its products to markets through intermediaries, as is often the case, the concept of differential advantage takes on additional problematic dimensions. Marketing Channels: Complexities of Conflict, Control and Cooperation Most contemporary marketing scholars would likely agree with Wroe Alderson's contention that "the analysis of factors affecting marketing channels rests on the con- ception of a system of action of which the individual firms are elements."23 Variations of this "systems" perspective have accounted for several approaches to the study of marketing channels.â€4 Whether the analysis is 23Wroe Alderson, "The Development of Marketing Channels" in Richard M. Clewett (ed.), Marketing Channels for Manufactured Products (Homewood, Illinois: Richard D. Irwin, Inc., 1954), p. 22. 2“A thorough discussion of these approaches is included in Bert C. McCammon, Jr. and Robert W. Little, "Marketing Channels: Analytical Systems and Approaches," in George Schwartz (ed.), Science in Marketing (New York: John Wiley & Sons, Inc., 1965), pp. 321-385. 10 26 25 or quantitative, emphasis is placed on descriptive functional relationships and patterns of interaction within channels. It is generally assumed that the activities of individual firms in a channel should be related in a unified, channel—wide marketing effort. Merely conceptualizing marketing channels as inte- grated operating systems does not, of course, remove dissimilarities in the objectives and operations of firms within the same channel. Some observers feel conflict resulting from inherent structural and Operational conditions is often under-emphasized in descriptions of marketing channels. Phillip McVey.suggested that channels are more realistically viewed as a series of vertical markets rather than operating systems, per se.27 Warren Wittreich argued that when a manufacturer-oriented approach 25For example, Berg turns to the literature on organization theory and approaches channel designing as a problem in social organization. See, Berg, op. cit. 26See Frederick E. Bladerston, "Design of Marketing Channels" in Reavis Cox, Wroe Alderson and Stanley J. Shapiro (eds.), Theory in Marketing (2nd series; Homewood, Illinois: Richard D. Irwin, Inc., 1964), pp. 176-189 and Helmy H. Baligh, "A Theoretical Framework for Channel Choice" in Peter D. Bennett (ed.), Marketing and Economic Development (Chicago: American Marketing Association, 1965), pp. 631-65“. 27Philip McVey, "Are Channels of Distribution What the Textbooks Say?," Journal of Marketing, (January, 1960), 61-65. 11 to channel operations is over—emphasized "the assumption is all too often made that what is good for the system as a whole will be just as good for each link in the system."28 Clearly, what one member of a channel might consider "good" need not be as important to another member. Con- sider, for example, a typical distributor handling the products of several manufacturers. Each of these manu- facturers has some ideal design for his distributive net— work. They strive to affect the operations of this 29 Each of them hopes to maximize distributor accordingly. the selling efforts and effectiveness of this distributor in behalf of their particular products. The distributor, on the other hand, attempts to Optimize the number of products he carries and the allo— cation of his efforts across this product line. He evaluates his relationship with each of his suppliers in the light of his own objectives and problems. The support he seeks from these manufacturers takes a variety 30 of forms. Under these conditions, there is a fine line 28Warren J. Wittreich, "Misunderstanding the Re- tailer," Harvard Business Review, (May-June, 1962), 1A7—155. 29For examples of how several firms view this task, see "Building a Sound Distributor Organization," Experi- ence in Marketing Management, No. 6 (New York: National Industrial Conference Board, Inc., 1964). 30Carl Marshall, "What Distributors Want from Manufacturers," Industrial Marketing, (September, 1957), 202-207. This is a good representation of the distri— butor point of view. 12 between "manufacturer assistance" and "distributor resistance." When a channel contains such independently owned and Operated "links," influence and persuasion are more appropriate than control and direction in describing a manufacturer's efforts to integrate a channel—wide marketing front. Yet, if any measure of unity is to exist within a channel, there must be some degree of leadership undertaken by one member and accepted by 31 other members. Furthermore, as part of a firm's total marketing mix, channel activities need to be coordinated with other elements in the firm's over-all strategy.32 In seeking to describe and explain channel oper- ations, investigators have focused on conflict and control as central variables in the unification of inter- firm relationships.33 Mallen discusses patterns of 31McCarthy has coined the term "channel captain" to describe the firm which directs activities and sets policies for the whole channel. See E. Jerome McCarthy, Basic Marketing: A Managerial Approach (Homewood, Illinois: Richard D. Irwin, Inc., revised edition, 196“), pp. A60-A62. 32William R. Davidson, "Channels of Distribution --One Aspect of Marketing Strategy," Business Horizons, (February, Special Issue, 1961), pp. 84—90. 33See Bruce Mallen, "Conflict and Cooperation in Marketing Channels" in L. George Smith (ed.), Reflections on Progress in Marketing (Chicago: American Marketing Association, 1965), pp. 65—85 and Louis W. Stern, "Channel Control and Inter-Organization Management" in Peter D. Bennett (ed.), Marketing and Economic Develop- ment (Chicago: American Marketing Association, 19657: pp. 655-6650 13 adjustment to the conflicting-cooperating channel environ- ment.3u He supports channel leadership based on demo- 35 Stern speaks of the "balance cratic relationships. of channel power" and wisely points out that, in some cases, the existence of channel control may inhibit 36 channel performance. He believes channel leadership calls for a broadened managerial philosophy on the part of one member. Redirection of individual organization efforts and objectives are considered requirements for effective over-all performance by the channel.37 Along the same vein, Valentine Ridgway, in his article discussing manufacturer-dealer systems, suggested that the provision of mutually satisfying roles for mem- bers constitutes a major administrative responsibility for any effective leader.38 His analysis underscored mutual expectations, the nature and extent of decision making, communications, performance standards, and methods of appraisal as dimensions of dependency between firms in manufacturer-dealer systems.39 When such systems are 3“Mallen, op. cit. 35Ibid. 36Stern, op. cit. 37Ibid. 38 Valentine F. Ridgway, "Administration of Manu- facturer—Dealer Systems," Administrative Science Quarterly, (Spring, 1956), pp. MAS—A83. 39Valentine F. Ridgway, "The Administration of Manufacturer-Dealer Systems," (unpublished Ph.D. disser- tation, Cornell University, 1963). 1A viewed as integrated organizational entities, they become a most appropriate subject for furhter study by students of administrative theory.â€0 In the interim, however, different products, different markets and different competitive settings add innumerable complexities to the search for improved channel-wide effectiveness. In most marketing channels the gap between "ideal" condi— tions and "real" conditions remains wide. More is to be gained from OOOperation than conflict, but the formula for harmony remains elusive. There is little to be gained, on the other hand, from considering the marketing activities of manufacturers and their intermediaries as separate, incremental oper- ations. To be sure, several facets of an intermediaty's competitive stance are not subject to the control of manufacturers he represents. The fact remains, however, that many of these competitive inputs appear to have con- siderable relevance to the marketing effectiveness of the channel. Chamberlin pointed out that a retailer's potential dimensions of differential include "the general tone or character of his establishment, his way of doing business, his reputation for fail dealing, courtesy, efficiency, and all the personal likes which attach his customers either to himself or those employed by him."ul “Gib d. ulChamberlin, Op. cit., p. 56. 15 Clark, in turn, added "convenience and accessibility of distributors' facilities, the method and effectiveness of display, and information, demonstration, or persuasion offered by the salesman" as factors contributing to the images of competing products in the potential consumer's mind.“2 These are among the attributes manufacturers look for when evaluating firms in their distributive net- work]43 They are often the subject of manufacturers' efforts to improve distributor operations.“I Some of these factors would exist in the absence of any one manufacturer among those represented by a given distributor. However, every manufacturer utilizing this distributor is capable of either strengthening or limiting many of these elements. Seldom could a competi- tive advantage be sustained by either the manufacturer or the distributor without influencing or being influenced by marketing activities of the "partner" firm. Any lasting competitive advantage would appear to depend upon a delicate blend of control, influence and cooperation designed to minimize the limitations of individual channel “2John M. Clark, Competition as a Dynamic Process (Washington, D. C.: The Brookings Institution, 1961), p. 221. I43See "Selecting and Evaluating Distributors," Studies in Business Policy, No. 116 (New York: National Industrial Conference Board, Inc., 1965). uuSee "Training Dealers," Studies in Business Policy, NO. 48 (New York: National Industrial Conference Board, Inc., 1950). 16 members and maximize their collective competitive strength. As Bruce Mallen concluded, "For maximization of channel profits and customer satisfaction, the channel must act as a unit."u5 The Channel as a Competitive Unit: A Rationale for Research This prefatory discussion has dealt with the nature of differential advantages and marketing channels as integrated systems of OOOperative action by member firms. In the literature of marketing these two concepts are implicitly connected. That is, if a channel is to offer a unified, coordinated marketing effort, it is assumed that the effectiveness of this effort will be a function of one or more competitive advantages. In this context, the channel becomes the "competitive unit," and the bases for these potential advantages range over all facets of the combined marketing activities of channel members. Their contributions to this combined effort are not al- ways equal, but in the absence of mutual agreement and cooperation their competitive effectiveness may be limited in both an individual and collective sense. In an article entitled, "The Channel of Marketing as a Unit of Competition," Reavis Cox wrote: Effective competition for an individual enter- prise means participating in the work of a channel that competes effectively as a whole uSBerg, Op. cit., p. 85. 17 at the crucial point where the ultimate buyer makes his choice among the offerings laid before him.46 Cox's words serve as a reminder that there is much more we need to know about why some channels or "competitive units" compete more effectively than others in the same competitive setting. Most discussions of channel effectiveness are presented in descriptive frameworks based on normative judgments. The need for empirical investigation remains strong. This thesis presents the results of research designed to help meet this need. Despite the theoretical tenor of much of his writing, Alderson said, "Marketing is a very pragmatic discipline and the chief incentive for improving market- ing technique is the need to solve marketing problems.â€7 Throughout this chapter it has been suggested that an on-going problem for every marketing manager is the recognition, development and maintenance of one or more competitive advantages. When these managers are associ- ated in a marketing channel, their problems surrounding competitive advantages and channel-wide strategies are more complex. In this sense, this thesis offers a basis for improved marketing technique. In a broader sense, usReavis Cox, "The Channel Of Marketing as a Unit of Competition" in W. David Robbins (ed.), Successful Marketing at Home and Abroad (Chicago: American Market- ing Association, 1958), p. 211. U7 p. 209. Alderson, Dynamic Marketing Behavior, pp. cit., 18 it is designed to add some empirical "planks" to the unfinished "bridge" connecting the conceptual to the operational. CHAPTER II THE RESEARCH PROBLEM, DESIGN AND METHODOLOGY The Research Problem: Scope and Focus The background discussion of the preceding chapter centered on two concepts--differential advantage and marketing channels as competitive entities. It was sug- gested that these concepts are implicitly connected in much of the marketing literature. ~This research effort is designed to analyze and evaluate this "conceptual marriage" within a Specific competitive environment. When channel members' marketing activities are viewed collectively, the number and variety of possible differential advantages increases considerably. Broadly interpreted, this would include all facets of their collective competitive effort that might serve as bases for buyer discriminations in their favor. Clearly, how- ever, their reliance upon each other in this joint effort is not always balanced. For example, Ridgway's thesis considered independent dealers allied with a single manufacturer.1 These manufacturers delegate "a little 1Ridgway,'The Administration of Manufacturer- Dealer Systems,"op. cit. The interested reader is directed particularly to pp. 22-31. 19 20 product differentiation, some price competition, and much selling effort"2 to their dealers. Control in this type of channel rests essentially with manufacturers. In most channels the source and extent of control is not so easily identified. Division of intrachannel responsibilities is often not clear. Managers with different firms within a channel may put different priorities on various aspects of their com— bined marketing effort. What one may view as a distinct competitive advantage another may consider irrelevant. Loyalty to each other is subordinate to concern for their individual problems. Their goals are Often incongruent. To the manufacturer it may be a matter of developing strong brand allegiance across a national market. To wholesalers or retailers it may be a matter of meeting the particular needs of clearly identified local markets and establishing sustained customer loyalties. Their relationships are characterized by bargaining, concessions and compromises. At the same time, the common ingredients of inter— dependence and mutual benefit can not be ignored. Alder- son once described channel members as "a loose coalition engaged in exploiting joint Opportunity in the market."3 2Ibid., p. 28. 3Alderson, "The DevelOpment of Marketing Channels," op. cit., p. 30. 21 Successful exploitation of this opportunity is clearly related to the impact of channel members' combined marketing efforts. . These efforts are an amalgam of competitive inputs. Individually and collectively they constitute dimensions of differential advantage. Emphasis placed on any one of them by marketing personnel throughout the channel would appear to be a function of three factors: (1) their evaluation of its impact on the buyer's purchase- decision process, (2) their evaluation of its strength relative to competitor's efforts, (3) the extent of their control and influence over its development. Intrachannel congruency regarding such emphasis is a likely prerequisite for improved channel effectiveness as a competitive unit. The effect would be more unified, complementary channel relationships. The result would be a more productive channel-wide matching of effort with opportunity. These conjectural assertions need empirical exami- nation. The framework for investigation must include a delineation of potential differential advantages, an analysis of competitive evaluations of these advantages by members of competing channel units, and measures of intra- and interchannel congruency among these evalu- ations. The nature Of this congruency and its relation- ship to the competitive standing of channel units con- stitutes the scope of this research problem. 22 Statement of the Problem The problem is best stated as a question: Is intrachannel agreement on the competitive strength of selected elements of channel-wide marketing effort significantly related to the channel's marketing effectiveness? An additional question concerning possible oper- ational applications that might result from findings re- lated to the central research problem is: DO appraisals of these elements, as competitive advantages or dis- advantages, by marketing personnel at various levels within competing channel units provide a basis for im- proving channel-wide strategy formulation? As posed above, the problem centers on the relation- ship between two variables.' Specifically, these variables are the extent of agreement concerning marketing activities within channels and the marketing effectiveness of these channels. The key variable in this research framework, however, is the channel itself. Because the term market- ing channel is categorically applied to any and all insti- tutional alignments that move products and services from manufacturers to utlimate users, the number and types of firms making up channels represent a wide, complex range of variations. Their functions and marketing activities are equally varied. There is, of course, no universal "average" channel. Although many industries 23 exhibit traditional interfirm distributive alignments, generalizations across industries or product classes must be made with care. No single research undertaking could include all possible types of channel formations and functions. It is difficult to defend any grouping of channel types as a "representative" sample. The delicate balance between universal and unique channel properties needs careful consideration. Many practitioners, however, tend to over-emphasize what they consider to be the unique problems and unique solutions of their industries. Although this research is focused on a specific type of channel in a specific competitive setting, hopefully, many of the findings are generally applicable and tend to counteract the delusion of uniqueness that persists among many marketing managers. The Investigative Setting The specific focus of this research is on marketing activities within channels—-viewed as competitive units-- made up of selected competing manufacturers of heavy construction equipment and the independent distributor firms that function as their exclusive representatives in various market areas. At the manufacturing level, this industry comprises establishments "primarily engaged in manufacturing heavy machinery and equipment used by the construction in- dustries, such as bulldozers; concrete mixers; cranes 2A A V . . . pavers, and power shovels." The 1963 Census of Manufacturers indicates that shipments of the 617 manu- facturers in this industry totaled 2.696 billion dollars.5 This represents approximately a 6 per cent increase in the number of manufacturers, and a 27 per cent increase in the value of total industry shipments over the pre— vious census. These manufacturers, with few exceptions, market their products through independently owned and Operated construction equipment distributor firms. Such distri- butors are "primarily engaged in marketing cranes, exca- vating machinery and equipment, power shovels, road con— struction and maintenance machinery, tractor mounted equipment, and other machinery and equipment."7 The most recent census lists 2,358 construction equipment distributor firms.8 Their combined total sales of 2.612 billion dollars represented a 30.2 per cent increase over the 1958 Census of Business finding.9 The number of A _ U. S. Department of Commerce, Census of Manu- facturers, Bureau of the Census, 1963,TVol. II, Part 2, p. 35B-1. These firms are included under SIC Code 353l--Construction Machinery and Equipment. 5Ibid., p. 35B-8. 6Ibid. 7U. S. Department of Commerce, Census of Business, Bureau of the Census, 1958, Vol. III, p. APP-ll. 8 U. S. Department of Commerce, Census of Business, Bureau of the Census, 1963, Vol. IV, Part 1, pp. 1-13. 9 Ibid., p. xxi. 25 distributor firms increased by about 10 per cent over the same period.10 The market for construction equipment and allied supplies includes contractors, industrial producers, public utilities, mining and logging firms and govern— mental bodies at local, state and federal levels. The "core" of the market is made up of approximately 25,000 contractors engaged in heavy construction and highway building.ll Through contract agreements, these distributors buy and stock equipment, parts, and supplies from specific manufacturers. For the most part, construction equipment distributors are granted exclusive territorial coverage by manufacturers of the non-competing lines of equipment and supplies they carry. Distributors sell, rent, service and repair this equipment. One relatively recent study revealed that distributor sales volume is "typically" divided among new equipment sales, 51 per cent; parts 18 per cent; used equipment, 10 per cent; supplies, 8 per cent; rentals, 6 per cent; service, 5 per cent; and other sources, 2 per cent.12 10Ibid., pp. 1-13. ll"Highway/Heavy Construction Contractor Profile," (A Roads & Streets Marketing Report), Roads & Streets A Ruben H. Donnelley Magazine, Chicago, 1966 and "A Profile of the Heavy Construction Industry," Contractors and Engineers (New York: Buttenheim Publishing Cor— poration, 1966). 12"How to Improve Construction Equipment 26 Although the number of manufacturers represented in a distributor's product line varies with the size and extent of distributor operations, top equipment lines in terms of sales volume tend to be tractors, cranes and shovels, air compressors, tractor loaders and graders.l3 Larger distributor firms function as exclusive outlets for major equipment manufacturers across all or parts of several adjacent states. They operate several branch sales and service facilities throughout their assigned market areas. Often distributors are classified for pur— poses of performance comparisons into those with and those without a major tractor account in their product line. In 1965, the median sales volume for all distributors was $2.573 million.lu For non—tractor account distributors the median was $2.029 million, compared to $5.052 million among distributors with a tractor account.15 A "typical" distributor firm handles four major equipment lines, twelve lesser equipment lines, and Manufacturer-Distributor Relations for Greater Profit," Construction Equipment and Materials (New York: A Con— over-Mast Publication, 1961), p. 61. l31bid., p. 6. 1“Cost of Doing Business, (AED's 1966 Survey), Associated Equipment Distributors, 615 West 22nd Street, Oak Brook, Illinois, p. 10. 15Ibid. 27 seventeen supply item lines. The efforts of a nine man sales force and accounting, parts, and service personnel are directed by three men in managerial positions. Sales of major equipment lines account for the most significant portion of the firm's approximate annual volume of 2 million dollars.16 Therefore, among the thirty or more manufacturers a distributor firm may represent, relation- ships with major equipment producers are viewed by distributor managers as first priority components of effective, profitable operations. The nature of these relationships is formally detailed in manufacturer-distributor contracts. Among the items typically included are those pertaining to the exclusive territorial coverage assigned the distributor, responsibilities regarding types and amounts of infor- mation exchanges, stocking requirements, responsibilities for accpeting orders and making deliveries, display and storage requirements, warranty coverage and adminis— tration responsibilities, discounts and payment terms, and sales aids and advertising to be furnished by the manufacturer.17 16M. B. Jaeger, "Manufacturer Views Dealer Sales Motivation as--a Chain Reaction," Construction Equipment News, (July, 1962), pp. 31-33. l7"Manufacturer-Distributor Relations," Construction Equipment News, (December, 196“), pp. 19 and 22. 28 Within this specific competitive context, align- ments of competing manufacturers of construction equip— ment and their respective distributors provide an in- vestigative focus for analyzing the relationships posed in the foregoing statement of the research problem. In any given metropolitan market area, for example, com— peting channel units are formed by rival manufacturers and their individual exclusive distributors covering this area. Various factors included in the joint market- ing efforts of these competing manufacturer-distributor units can be itemized in the form of potential differ- ential advantages. Evaluations of the comparative competitive strength of these factors may be requested of marketing personnel at both the manufacturer and distributor levels. Patterns of congruency among these judgments may then be related to measures of the relative marketing effectiveness of these competing channel units. Such is the setting and focus of this study. Research Objectives Against this investigative framework, specific research objectives of this study are as follows: 1. To develop a comprehensive delineation of dimensions of potential differential ad- vantages which represent points of competitive comparison among construction equipment manufacturer-distributor units. 29 2. To underscore areas of congruency and vari- ance among competitive evaluations placed on these variables by management and field sales personnel at both manufacturer and distri— butor levels of operation. 3. To determine the magnitude and significance of the relationship between these evaluations and the competitive standings of various combi- nations of selected competing manufacturers and their respective distributors. A. To utilize the findings of this research as a frame of reference for recommendations designed to: a. provide manufacturers and distributors with a broadened perspective of construction equipment marketing and an increased capa- city to combine strategically all elements of their marketing activities for improved sales results, and b. delineate possible applications of the findings to alignments of manufacturers, distributors and/or wholesalers in other types of industrial products distribution. The primary area of potential application of findings from this study is, of course, within the specific com- petitive setting investigated—-the heavy construction equipment industry. The 617 manufacturers and 2,358 30 distributor firms accounting for over $2.6 billion in sales comprise one of the fastest growing segments of industrial marketing. Since the first Business Census in 1929, construction machinery and equipment distributor sales have increased approximately A550 per cent! This is the largest percentage rate of sales growth among all wholesale trade categories included in the Census of Business.18 There are more than 302,000 wholesale trade establishments handling $358 billion in sales in the United States.19 These firms and the variety of manu- facturers aligned with them constitute a vast realm for potential improvements in marketing channel operations. Clearly, any attempt to apply the findings from this study across all these channel informations uncritically would be unwise. Nevertheless, the conceptual framework of the study does not preclude some degree of reasonable gener- alization based on its results. There is considerable comparability between the type of channel investigated here and channels including many of the 209,000 merchant wholesalers Operating within our distributive structure.2O Although they typically 18 U. S. Department of Commerce, Bureau of the Census, Census of Business, 1958, Vol. III, p. 6 and Census of Business, 1963, Vol. IV, Part 1, p. xxi. 19U. S. Department of Commerce, Bureau of the Census, Census of Business, 1963, Vol. IV, Part 1, p. xv. 2O Ibid., p. xix. 31 handle the products of a number of manufacturers, they buy and sell this merchandise on their own account. Distributors, wholesalers, jobbers and other inter- mediaries in this classification have total sales in excess of $157 billion.21 They represent a signifi- cant portion of industrial distribution where the findings of this research effort may have considerable universal utility. The Research Design: Manufacturers, Middlemen and—Market Areas There are, of course, many types and models of heavy construction equipment. Some manufacturers specialize within a narrow range of products. Others offer more inclusive lines. Consequently, not all manu— facturers in this industry are direct competitors. The same is true of distributors in any given area. Only large distributor firms carry a full range of heavy equipment items. An analysis of the marketing activities of directly competing manufacturer-distributor units in this setting requires the selection of a "representative" piece of equipment and a careful matching of competing manu- facturers with their respective distributor firms. The piece of equipment selected-—wheel-mounted tractor shovel— loaders--is "representative" of most major equipment 21Ibid., p. xv. 32 items in terms of its price range, the extent of personal selling involved, the importance of demonstrations, availability of service, credit arrangements, and other aspects of the impact of combined manufacturer-distri- butor marketing activities on individuals who influence or make tractor purchase decisions. Although most tractor manufacturers also produce other types of heavy construction equipment, tractors are the major item in their product lines. There are fourteen manufacturing establishments producing wheel- mounted and/or track laying tractor shovel-loaders (SIC Product Class Code 35317). Approximately 45 per cent of their total value of shipments is accounted for by 4— and 2-wheel drive tractor shovel-loader sales.22 In addition, tractors are a prime account among larger distributor firms. As estimated 30 per cent of con— struction equipment distributors handle tractors and tractor mounted equipment. Approximately 30 per cent of their sales volume is related to this equipment.23 Sample Selection and Composition By focusing on tractor manufacturers and the distributor firms representing them in various areas, 22U. S. Department of Commerce, Bureau of the Census, Census of Manufacturers, 1963, Vol. II, Part 2, pp. 358-16, 21 and 38. 23U. S. Department of Commerce, Bureau of the Census, Census of Business, 1958, Vol. III, pp. 6-12. 33 directly competing sets of manufacturer-distributor units were identified. The seven competing manu- facturers of wheel-mounted tractor shovel-loaders were matched with the independently owned and operated distri- butor firms handling their tractors on an exclusive basis in nine different major metrOpolitan market areas. The seven participating manufacturers were: Trojan Division, Eaton Yale & Towne, Inc. Allis-Chalmers Manufacturing Company's Construction Machinery Division International Harvester Company's Construction Equipment Division Clark Equipment Company's Construction Machinery Division Euclid Division of General Motors Corporation Caterpillar Tractor Company Thew-Lorain Division of Koehring Corporation Nearly 15,000 4- and 2-wheel drive tractor shovel- 1oaders were sold in 1965, with the total value of ship- ments approaching $180 million excluding exports.2u The seven manufacturers participating in this study account for approximately 85 per cent of this total market.25 2LI"America's Construction Market--l966/67," Con— struction Methods and Equipment (New York: A McGraw- Hill Publication, 1966), p. 7. 25This figure is based on the collective estimates of several manufacturer marketing and sales managers, distributor principals, and trade association adminis- trative and staff personnel. 34 Through the OOOperation of Associated Equipment Distributors, the national association of construction equipment distributors, names and addresses of distri- butor firms representing the seven manufacturers in nine major metropolitan areas were made available. The specific market areas were: Atlanta, Boston, Denver, Indianapolis, Kansas City, Louisville, Miami, Salt Lake City, and St. Louis. Associated Equipment Distributor officials also Offered considerable assistance in meeting various criteria for selecting market areas for this study. The nine geo- graphical areas eventually selected, which correspond closely to Standard MetrOpolitan Statistical Areas, in— clude a full spectrum of tractor buyers and users. Among them are heavy highway construction contractors, a wide variety of industrial buyers, mining firms, and commercial building contractors. Variations in the terrain, weather conditions and other factors influencing performance re- quirements are included within these geographical settings. Irregular territorial coverages assigned distri- butors by the competing manufacturers precluded the in- clusion of some cities. For example, in some locations one distributor might cover an area that includes only a portion of the territory covered by distributors repre- senting the other manufacturers. For comparative pur- poses, only alignments of manufacturers and distributors 35 covering closely corresponding market areas were in- cluded. The selection of a single piece of equipment-- tractor shovel-loaders--provided a means for identifying and aligning directly competing manufacturer-distributor units. It also provided a common source of product- related points of comparison among competitors. The product alone, however, is an insufficient basis for any complete comparison of the combined marketing effort of these competing units. A framework for such a comparison was developed in the form of a comprehensive collection of factors of potential competitive or differential advantages, each of which serves as a point of comparison among the com- peting units. In its final form this delineation included six major elements of the total manufacturer-distributor marketing mix. These elements covered the product, ser- vice, personal selling, promotional, personnel and finan— cial aspects of their inter-related and inter—dependent marketing efforts. Each element was, in turn, broken into ten sub-topics which represent individual bases of potential competitive advantage. The list of sixty items covers a full range of factors that may contribute indi- vidually or in a variety of combinations to the relative competitive standings of manufacturer-distributor units included in the study. Items included in this list are 36 detailed in the section of this chapter discussing data collection. Perceptions of the competitive strength of each of these items were obtained from individuals at four differ- ent positions within the manufacturer—distributor units. Management and field sales personnel at both manufacturer and distributor levels were included. Respondents in- cluded a division level marketing manager with each of the manufacturers. Despite such different titles as Manager of Distributor Sales, Sales Manager, and Manager of Dealer Administration, each of these men is directly concerned with all facets of marketing-related cooperation and communication between their firm and distributors carrying their products. They are responsible for main- taining an informed, aggressive, and effective sales ef- fort throughout a network of distributor firms reaching a national market. Factory field sales personnel are key contact agents in the relationship between each manufacturer and their distributors. These men, called district repre- sentatives in this industry, call on every distributor carrying their firm's products within their assigned multi-state territories. Often the district representa- tive is the only contact between manufacturer and distri- butor for months at a time. Their task is essentially one of informing, advising, assisting, training and 37 persuading distributor management and sales personnel in a manner that helps each distributor firm Obtain a larger share of the tractor sales in their area.26 District representatives function as vital links in the two-way communications between manufacturer manage— ment and distributor management. Operational problems involving price changes, delivery dates and warranty coverage are resolved by the district representative or through his contact with manufacturer headquarters. They often set sales objectives with distributor management and frequently make joint calls with distributor field salesmen. Equipment demonstrations for prospective buyers are frequently arranged with their help. Sales meetings they conduct for distributor salesmen include sessions on product knowledge, discussion of area sales potential, competitive product comparisons, and allied topics. Clearly, district representatives can be instrumental in transforming manufacturer-distributor alignments into effectively competing units. They are in a position to make complete comparisons of the joint marketing activities of manufacturer-distributor units competing for tractor sales within their territories. In this connection, each manufacturer manager provided the name and address of 26"The Role of the D. R.," Fourth Report, Committee on Distribution Practices, Associated Equipment Distri— butors, 615 West 22nd Street, Oak Brook, Illinois, October, 1963. 38 their district representative covering each of the nine metropolitan market areas. These representatives com— prise the second segment of respondents at the manu— facturer level of operations. Appraisals of competing manufacturer-distributor units within each of the nine market areas were also requested from managerial and field sales personnel with distributor firms in the sample. At the managerial level respondents were principals, presidents or general mana- gers. The nature and extent of combined manufacturer- distributor marketing success is clearly influenced by policies and procedures implemented by these managers. They are responsible for all phases of distributor firm operations. They influence both the amount and type of marketing effort allocated to tractors, as well as all other equipment and supply items in their product lines. Every distributor manager evaluates his relationship with the tractor manufacturer he represents in terms of the competitive problems and Operational objectives he feels are most relevant in his own market area. Perhaps the most important contributions to the marketing success of manufacturer-distributor units are made by distributor field salesmen. These men represent the complete unit-wide marketing effort in person. They must have thorough knowledge of the features and performance capabilities of products in their lines. 39 They need to recognize the needs, problems and potential Of individual customers and prospects in their territory. Any lasting competitive advantage a manufacturer-distribu- tor team might develop is ultimately dependent upon the performance of distributor salesmen. The fourth segment of respondents is comprised of salesmen who call on cus- tomers and prospects in their territory every day. Al- though distributor salesmen sell all the equipment and supply items their firms carry, they allocate a considera- ble portion of time and effort to tractor sales.27 Two field salesmen with each distributor firm were asked to participate. With the addition of distributor salesmen, respondents influencing nearly every phase of manu- facturer-distributor marketing relations are included in the sample. To summarize, seven tractor manufacturers were selected and matched with distributor firms carrying their equipment in nine large cities. Seven directly competing manufacturer—distributor units in each of the cities chosen comprised a total of sixty-three individual manu- facturer and distributor alignments. Assessments of competitors and evaluations of possible competitive ad- vantages covering unit-wide efforts were requested from 27One recent study revealed that salesmen with 214 different distributor firms average 17 calls per week for wheel-mounted tractor shovel-loaders. See "Con- struction Machinery Distributors Study--l966," Construction Methods and Equipment (New York: A McGraw—Hill Publication, 1966), p. 17. 40 men in managerial and field sales positions with both firms in each manufacturer—distributor unit. The following section deals with the form and content of questionnaires used to obtain these judgments. The Data Gathering Instruments Questionnaires were forwarded to seven marketing managers and fifty-nine district representatives with the competing tractor manufacturers. Packets containing three questionnaires were mailed to fifty-nine managers of the distributor firms representing the seven manufacturers in the nine metropolitan market areas.28 Each packet in- cluded a questionnaire for the manager and two others which field salesmen with his firm were to complete. Exhibits 1 through 6 in Appendix I include copies of cover letters, instructions and questionnaires. Each questionnaire was coded so that respondents were identified by position, market area and manufacturer alignment. Essentially, the questionnaires consisted of two parts. Part A varied somewhat depending upon the re- spondent's position. Specifically, each manufacturer manager was asked to: (1) rank the tractor manufacturers his firm competes against from 1 (strongest competitor) 28There were four instances where recently expired contract agreements between a manufacturer and a distri- butor were not renewed. Consequently, the sample of distributor firms was reduced to fifty-nine from sixty- three before the questionnaires were put in the mail. 41 to 7 (least strong competitor),29 (2) indicate which manu- facturer he feels is his firm's strongest competitor in each of the nine metropolitan market areas, and (3) esti- mate the percentage of tractor sales his firm attains in each of the nine metrOpolitan market areas (see Exhibit 3A). Manufacturer district representatives also ranked the tractor manufacturers from 1 (strongest competitor) to 7 (least strong competitor). Unlike their managers at divisional level headquarters, however, district representatives based their ranking on competitive strengths within the specific metropolitan market areas they cover. The seven manufacturer marketing managers, on the other hand, ranked the strength of competitors on an overall or national basis. Part A of questionnaires sent to district representatives also requested their estimate of the percentage Of tractor sales their firm holds in the specific metropolitan market area included in their territory (see Exhibit 3B). Distributor managers and salesmen were asked to select their strongest com- petitive tractor manufacturer and estimate the percentage of total tractor loader sales their firm enjoys within the specific metropolitan market areas they serve (see Exhibit 30). 29Although their firm is listed among the competing tractor manufacturers, Pettibone Mulliken Corporation's management elected not to participate. 42 It is clear that the competitive strength of the seven tractor manufacturers rests in great measure with their distributors. When the seven marketing managers made their evaluative judgments they were including not only the other manufacturers but the manufacturer- distributor channels as well. Similarly, when district representatives and distributor personnel identified a manufacturer as their strongest competitor, they were including in their evaluative judgments the competing distributors in their market area. In Part B of the questionnaires each manufacturer manager compared the marketing efforts of distributors representing his firm with those Offered by distributors representing the manufacturer he ranked first among the competing tractor producers (see exhibit 4A). Within each market area district representatives compared the market- ing efforts of the distributorship representing their firm with those offered by the distributor representing the competitive manufacturer they ranked first (see Exhibit 4B). Similarly, distributor managers and salesmen compared the marketing efforts of their firm with those offered by the distributor firm aligned with the manu- facturer they feel is the strongest competitor for tractor sales in their respective market areas. These comparisons of combined manufacturer-distri- butor effort centered on sixty items which individually and collectively represent the bases for competitive 43 advantages available to manufacturer—distributor partner— ships competing for tractor loader sales. Table 1 pre— sents an abridged version of the detailed listing and description of these items included in Sections I through VI of Exhibit 5, Delineation of Potential Competitive Advantages, in Appendix I. These six sections were identical in all questionnaires regardless of the re- spondent's position. In effect, the respondents compared the manufacturer-distributor partnerships in which they take an active part with the competitive partnerships they rated as their strongest rivals for tractor loader sales. Although competitive product comparisons were re- stricted to wheel-mounted tractor shovel-loaders as a "representative" piece of heavy construction equipment, items listed under the PRODUCT element cover a range of features, performance capabilities and cost-related bene- fits that are generally associated with competitive offer- ings of many other heavy construction equipment products. It was suggested earlier that lasting competitive effectiveness likely results from some delicate blend of control, influence and cooperation which may contribute to the collective competitive strength of both partners in manufacturer-distributor units. Many items listed under the SERVICE, FINANCIAL, PERSONAL SELLING, PROMOTION and PERSONNEL elements are controlled more directly by the manufacturer than any distributor. For others the TABLE l.--Sources of possible competitive advantage for manufacturer-distributor units. PRODUCT Versatility Durability Mobility Economy Attachments Variety Operator Benefits Engineering Design Warranty Provisions 00 mfl O\U‘I JI'LA) [\J I—’ vvvvvvvvvv AAA/\AAAAAA FINANCIAL (21) Prices (22) Credit Availability (23) Credit Terms (24) Service Charges (25) Trade-in Policy (26) Rental and/or Lease Contracts 7) Manufacturer Support 8) Operating Capital 9) 0) Cost Control Billing PROMOTION (41) Sales Aids (42) Sales Promotion (43) Manufacturer's Advertising (44) Distributor Adver- tising 45) Direct Mail Visual Aids Customer Referrals 46) 47) 48) Publicity 49) 50) Personal Contacts Demonstration Proficiency SERVICE (11) Delivery (12) Availability of Parts (13) Proficiency (14) Efficiency (15) Customer Education (16) Shop Facilities (17) Customer Complaints (18) Warranty Fulfillment (19) Field Service (20) Personnel PERSONAL SELLING (31) Product Knowledge (32) "People" Knowledge (33) Strategy Formulation (34) Tactical Adjustment (35) Communicative Ability (36) Source of Information (37) Market Knowledge (38) Reputation (39) Experience and Training (40) Planning PERSONNEL (51) Executive Leadership (52) Sales Supervision Service Supervision Employee Morale Technical Assistance Industry Relations Manufacturer's Representatives Interpersonal Skills Teamwork Experience AAA/\A O‘\U1U'l U'IKJTUTKJ'IKH O\Om NONW kw VVV VVVVV AAA 45 reverse is true. Still others are more clearly a matter of mutual development. No attempt was made to weight individual items or elements in terms of their impact on purchasers of construction equipment. Likewise no at- tempt was made to apportion reSponsibility for these competitive "inputs" between manufacturers and distri- butors. The objective was merely one of developing an inclusive, if not exhaustive, list of factors that may contribute to some measure of buyer discrimination be- tween manufacturer-distributor units competing directly for construction equipment sales. The eventual list was distilled from a longer list develOped after discussions of the research project with industry trade association staff members, correspondence and conversations with managerial and sales personnel with manufacturing and distributor firms, and examination of many company, trade association, and media studies cover- ing various aspects of construction equipment marketing. Several managers and salesmen with non-participating dis- tributors critically appraised the meaning and selection of words used in earlier drafts of the questionnaires. Members of the Associated Equipment Distributors adminis- trative staff also offered helpful suggestions in this connection. The eventual form and wording of the data gathering instruments also incorporated changes resulting from detailed discussions of the research project, the sampling technique, and the questionnaires with selected 46 managerial personnel experienced at both manufacturer and distributor levels of Operation within the construction equipment industry. Respondents compared the marketing effort of their manufacturer—distributor unit against the effort of the unit they identified as their strongest rival for tractor sales. Comparisons were made for each of the sixty bases of possible competitive strength. Judgments were regis- tered on a five-point scale. Gradational adjectives de- scribing competitive advantages and disadvantages were assigned values in the following manner: Questionnaire Converted Scale Scale -2 a significant disadvantage l —l a slight disadvantage 2 0 neither advantage nor disadvantage (equal) 3 +1 a slight advantage 4 +2 a significant advantage 5 For example, if a respondent circled code number +1 after contrasting the Versatility of his line of tractor shovels with the strongest competitor's line (Item 1 in the PRO— DUCT section), he feels his firm enjoys a slight advantage over its strongest competitor on this particular point of comparison. Although the negative and positive numbers 30 facilitated competitive comparisons, the analysis was 3ORobert Ferber, "Gradational Adjectives in Market Surveys," Journal of Applied Psychology, (June, 1955), 73-77. 47 facilitated by converting the scale to all positive numbers as shown above. Six of the seven managers with the competing tractor manufacturers were interviewed by the writer. Interviews covered the objectives, design and methodology of the re- search project. Each manager was asked to complete a questionnaire and provide the names and addresses of district representatives covering the nine metropolitan areas for their firm. The same request was made of the seventh manager through the mail. Questionnaires were mailed to fifty-nine district representatives and packets containing three question— naires were mailed to the fifty-nine distributor principals. Managers and salesmen with distributor firms were urged to complete and return their questionnaires without consulting one another regarding their evaluation of competitors and the various components of competitive effort. Four weeks later a second mailing of questionnaires was directed at all non-respondents. In several cases where distributor managers had returned their questionnaire but their sales- men had not, letters and additional questionnaires were forwarded to the manager requesting his cooperation in Obtaining a complete "set" of questionnaires from his firm. Addressed, return postage paid envelopes were in- cluded with each questionnaire in both mailings. Several days prior to the first mailing of question- naires each distributor manager in the sample received a 48 letter from Mr. P. D. Hermann, Executive Director of Associated Equipment Distributors, urging his cooper- ation in the research project. It is very likely this expression of interest and support from the association's national headquarters had considerable impact on distri- butor principals.31 In addition to the seven manufacturer managerS‘ (100%), fifty-six district representatives (94.9%), thirty-seven distributor principals (62.7%), and seventy- three distributor salesmen (61.8%) returned completed questionnaires. Table 2 summarizes the overall pattern of response to the requests for data. Terms,ï¬Symbols and Definitions The following chapters include analyses of the data and presentation of the findings. To facilitate this discussion, and to prevent the identity of firms, indi- viduals and specific market areas, various terms and symbols are utilized. The following symtols are used to denote the positions of respondents: Symbol Position MMGR Manufacturer Marketing Manager MDR Manufacturer District Representative DMGR Distributor Manager DSM Distributor Salesman 31See James E. Stafford, "Influence of Preliminary Contact on Mail Returns," Journal of Marketing Research, (November, 1966), 410-11. 49 m.ow w.am >.mm m.:m pmcpzpmm ammo pom ow m: mm m mpCOUCOQmmmlcoz ova mm Fm mm mpcmpcoammm "proe m.mm :.mH :.Hm m.ws OOCESBOm unto pom :m w , w Ha OOCLSpOm no mm mm :H pmaamz "mmHHHmz Usoomm H.0m m.mm m.mm m.©s posssoom some tea are so am we poensoom emm was mm mm ooï¬aoz "wdaaaez oases Hmpoe cosmoamm mammmcwz mo>Hpmpcmmostm LOpzoahpmï¬o mousnï¬ppmflo poempmï¬m coï¬pï¬mom .mwcaaï¬ms omï¬mccoapmosu on oncommomll.m mqm<E 50 The letters A through G were randomly assigned to the seven competing tractor manufacturers. In a similar fashion the nine metropolitan market areas are identified by the numerals 1 through 9. In the absence of anonymity the evaluations of marketing strengths and limitations, if they were made at all, would likely be much less candid. With producers, distributors and market areas unidenti— fied no firm can interpret the data for purposes of strategy formulation in any one market area. At the same time the data, analysis and findings remain meaningful and useful for purposes of meeting the research Objectives. Much of the analysis centers on scores representing evaluations of the sixty components of competitive effort by members of competing manufacturer-distributor align- ments. Measures of association between these scores and scores representing the relative competitive success Of the competing alignments were computed. Definitions of three terms used in measuring this competitive success are listed below. Strongest Competitor.——The tractor producer identi- fied by a respondent as the most vigorous and successful competitor his firm must contend with for wheel-mounted tractor-loader sales. Competitive Standing.-—An index of competitive strength based on the ranking of competitors from 1 (strongest) to 7 (least strong) by each manufacturer manager. 51 The individual ranks assigned each manufacturer were totaled. The lowest sum designates the strongest competitor and the largest sum designates the least strong competitor in the collective judgment of the manufacturer marketing managers. Marketing Effectiveness.--An index of competitive strength developed for each metropolitan market area based on the collective estimates of market share. Market share estimates by the respondents within each manufacturer-distributor unit were averaged. These averages designate the relative competitive accomplish- ments of the manufacturer-distributor units within the nine metropolitan market areas. The Research Methodology: Comparison, Congruency and Competitive Strength The data reflect judgments regarding each of the sixty components of unified, on—going manufacturer- distributor marketing alliances. Each item is a source Of possible competitive advantage among these rival manu- facturer-distributor units. Respondents indicated their perceptions of how their unit compares with their strong- est directly competitive unit on each of the sixty items. The converted scale provided a measurement of both the direction and intensity of these comparative judgments ranging from a significant advantage (5) to a significant disadvantage (1). These evaluations, along with measures 52 of the relative competitive success of manufacturer- distributor alignments, provide the analytical framework for attacking the research problem stated earlier in this chapter. A different analytical focus is developed in each of the next three chapters. Accordingly, each chapter includes computations based on the judgments of specific sub-samples of respondents. Table 3 includes a condensed description of the respondent groupings and statistics computed for each group in the three phases of analysis. Segmentation of the Data The analysis progresses from an inclusive "hori— zontal" segmentation of data, where the managerial and field sales positions form individual samples, to "verti- cal" segments matching respondents into competing manu— facturer and distributor alliances. The composition of sub-samples formed for the different phases of analysis is discussed below. Aggregative Analysis.--Four separate sub-samples were formed by grouping the manufacturer managers, the district representatives, the distributor managers, and the distributor salesmen. The respondents' manufacturer affiliations were disregarded. This phase of the analysis resulted in an inclusive profile of specific competitive advantages and disadvantages as perceived from the four different vantage points in manufacturer-distributor channels. 53 A> pmpamcov smmoco>flpommmm .mpcosoam Ammv :mpHcD mammamc< mcï¬pmxpmz: m on» mo comm homunmampoe O>Hpï¬pmasoos OHdoomOLOHz .msoea on one no A>H tendency zwcï¬pcwpm some QOMIIQOHpmH>mQ ppmpsmpm va smCOApmcï¬nEoo mï¬mzawc< m>HpHpOQEooz mmsmpï¬ om onp mo nowm pomllcmmz m>ï¬uï¬pmdsooz OHdoomomomz .m>onw mmz mm oEwm Amnv Ema .m>onm mm: mm osmm Aumv mwzo .msmpH om on» mo some now IIAN+.H+.O.HI.NIV msoaosoaaomaa owmucmopom can zosozvmsm MQOHpmH>OQ psmpcmpm Mame: Ammv mm: .osooa on one mo AHHH soodesov some aoeuuAm+.H+.o.HI.muv mamaaesa soapsnflppmï¬o owmusoohom mcmoz va mozz O>Hpmthmw¢ mmooosm O>Hpapmasoo mo xmch moapwï¬pmpm mmaosmmunsm ommnm .moapmï¬pmpm can mucosmmm HwOszamnm mo assessmnl.m mqm¢a 54 Macroscopic Analysis.--Each of the seven sub-samples comprised p11_managerial and field sales personnel either employed by or aligned with an individual tractor manu— facturer. For example, "Competitive Combination A" is made up of the marketing manager with Manufacturer A, the district representatives employed by Manufacturer A, and the principals and salesmen with distributor firms carry— ing Manufacturer A's tractors. The collective evaluations that each combination assigned various dimensions of marketing activity were computed, ranked from highest to lowest, and compared with "competitive standing" rankings. Microscopic Analysis.--Sub-samples were made up Of managerial and field sales personnel within individual manufacturer-distributor units. For example, "Competitive Unit Cl" includes Manu- facturer C's marketing manager, the district representative covering Area 1 for Manufacturer C, and the principal and two salesmen with Manufacturer C's distributorship in Area 1. A complete "set" of three questionnaires was obtained from only twenty-five of the fifty—nine distributor firms. Therefore, this is the only basis of segmentation that does not utilize all the available data. An approximate market share percentage was computed for each unit. Total unit-wide scores assigned to each 55 of the sixty items of possible competitive advantage were determined. These scores were then ranked and compared with the unit market share figures. Statistics and Statistical seize. Throughout most of the analysis mean scores repre- sent the collective evaluation placed on each item by sample members. Standard deviations measure the disper- sion of their individual scores around the means. It is perhaps unnecessary to point out that the precision of computations performed on numerical values assigned to an ordinal measurement scale is lessened if the successive intervals on the scale are not equal. The intervals on the scale used to gather data can not be viewed as equal, but computations of these values can be viewed as meaning- ful approximations of sample—wide evaluations. Means computed for scores assigned to a five-point scale are also subject to some distortion due to extreme individual evaluations. Variations in sample sizes add to this possibility. If the percentage of group members selecting each point on the scale for each item were used, distortions could be minimized. On the other hand, this would make any comparison of the evaluations of sixty different items by several groups nearly unmanageable. The scale does provide some measure of the extent of per- ceived advantages or disadvantages and, at the same time, 56 a range of only five points restricts somewhat the possi— ble distortion imposed by extreme individual scores. The analysis of interposition evaluations does in— clude frequency distributions of scores assigned to each point on the scale for each item in addition to mean scores for each item. The frequencies are, in turn, converted to percentages. The microscopic phase of analysis centers on a large number of groups, but each group includes only five men. At this point sums of the five scores assigned each item are used for comparative purposes. Frequently group mean or standard deviation scores for ten individual items are summed to obtain element totals. For example, the sum of mean scores on items 1 (versatility) through 10 (warranty Provisions) would represent the total weight assigned to product-related components of competitive effort by any given segment of respondents. Element totals, in turn, are summed to ob- tain overall measures of the group members' perception of their competitive relationship to their strongest rival for tractor loader sales. The seven firms included in the study account for approximately 85 per cent of the total United States pro- duction of wheel-based shovel-loaders. They do not constitute a representative sample of all manufacturers of heavy road-building equipment. The nine trading areas 57 were chosen as reasonably representative of the total United States market for loaders but an additional se— lection criterion was that all seven firms were competing in each area. Despite these limitations it seems reason- able to suppose that the research findings will have at least general application within the industry. The statistical treatment of the data must be considered in light of these sampling restraints. The Kolmogorov—Smirnow two-sample test and the Spearman rank correlation coefficient,both nonparametric sta- tistics, were applied in specific portions of the analysis. Some of the resulting D values and rank correlation co- efficients are cited as being statistically significant at the .05 and .01 levels. However, any inferential ex- tension of the results of these tests to populations larger than the samples must rest on the tenuous assumption that the data were obtained from a randomly selected sam- ple of respondents from these larger populations. The Kolmogorov-Smirnow two-sample test was utilized in the aggregative analysis phase to test for significant interposition differences in responses to each of the sixty items. This test is concerned with the agreement between the two cumulative distributions of scores assigned to the five points on the measurement scale by the members of two samples (positions). A large enough deviation be- tween the two sample cumulative distributions is evidence 58 for rejecting the null hypothesis that there is no sig- -nificant difference in the scores assigned the item of competitive comparison by members of both samples.32 Spearman rank correlation coefficients were computed in both the macroscopic and microscopic phases of the analysis. In the macroscopic phase the seven "Competitive Combinations" were ranked according to two variables. One variable was the total score they assigned to each of the six elements which cover all of the sixty bases of possi— ble competitive advantage. The second variable was their "competitive standing" score, the index of competitive success based on the manufacturer managers' overall ranking of tractor producers. Similarly, in the microscopic phase the twenty-five "Competitive Units" were ranked according to two variables. One was the sum of their scores on each of the six elements and the other was their "marketing effectiveness" score, or the unit-wide estimations of mar- ket share. The rank correlation coefficients are, of course, measures of the association between the two variables. Statistically significant coefficients are evidence for rejecting the null hypothesis that the two variables under study are not associated in the population from which the 32See Sidney Siegel, Nonparametric Statistics: For the Behavioral Sciences (New York: McGraw-Hill Book Company, 1956), pp. 127-136. 59 samples were drawn.33 The reader is reminded again that inferences extended to a pOpulation as a result of these statistics are not supported by the data from a non-random sample. Despite this qualification, the statistical tests provided considerable insight into the specific competi- tive setting investigated. The analytical methodology remains well within a range of rigor which meets the re- search objectives listed previously in this chapter. Limitations of the Study The qualifying factors center on the above mentioned absence of probability sampling and the application of numerical values to an ordinal scale. There are also the other problems, always present but sometimes underemphasized, that surround any attempt to measure a psychological pro- perty. Some respondents may have endorsed all items en— thusiastically; others possibly reacted with considerable indifference. The data collection instruments do not pro- vide a measure of intensity of feeling or conviction. In addition, interpretations of a "slight" or "significant" advantage or disadvantage may have varied with the nature of the item being compared. The overall response rate exceeded 70 per cent. However, nonresponse was not investigated thoroughly. This factor, along with the implicit assumption that data returned from the first mailing did not differ from data 331bid., pp. 202—213. 60 returned after the second mailing, may have introduced some bias into the results. Despite these inherent sampling and procedural limitations, the three-phased analysis of the data forms a basis for greater understanding of the multi-dimen— sional relationship between manufacturers and distri- butors in their combined competitive efforts. It should be kept in mind that the design and methodology of the study were develOped for the expressed purpose of attain- ing research Objectives specifically related to heavy construction equipment marketing. At the same time, however, many of the findings appear to warrant some application in a variety of other interfirm alliances for industrial distribution purposes. CHAPTER III AGGREGATIVE ANALYSIS: COMPARISON OF INTERPOSITION PERCEPTIONS OF MARKETING EFFORT The findings of all three phases of analysis con- tribute to a better understanding of the basic research problem. However, because each phase includes different units of analysis, the presentation and discussion of findings becomes more meaningful when prefaced by a brief summary of premises which influenced the develop- ment of the overall study. It was suggested that despite the seemingly inherent sources of potential conflict in channel arrangements, two common ingredients--interdependence and mutual benefit—- characterize nearly all interfirm distributive relation- ships. In the absence of cooperation and complementarity it is unlikely that any significant degree of channel-wide efficiency could be sustained by the member firms. Like- wise, without this efficiency it is doubtful if the de- sired mutual benefit, in the form of profits, could be attained. If the channel-wide division of profits is not satisfactory, a primary reason for the initial for— mation of the channel is removed. 61 62 From a marketing point of view then, the success Of most channels stems from a unified direction of joint marketing activities toward joint opportunities in given markets. Consequently, it is not unrealistic to con- ceptualize channels as competitive entities. Partici— pants in any competitive setting strive to develop and sustain a total market offering which yields lasting allegiance from current and prospective buyers. It was argued that when the channel, rather than individual member firms, is viewed as the competing unit, this de- sired allegiance may be influenced by a wide variety of factors ranging over the entire channel-wide marketing effort. Each of these factors is a source of potential differential competitive advantage. Individually, or in some combination, they constitute the principal basis for buyer discriminations among competing sellers. Given these premises, the research problem concerns the relationship between intrachannel evaluations of these potential competitive advantages and the relative marketing effectiveness of competing channel units. Essentially, the analysis is designed to determine if, how, and to what extent the judgments of men in more successful manufacturer-distributor units differ from those of men in less successful units.l 1Successful unit is defined operationally in terms of amount of market share. 63 The analysis discussed in this chapter, however, centers on "horizontal" segments of data. More specifi- cally, the respondents were grouped into samples corres- ponding to the four positions they occupy in the manu- facturer-distributor channels as shown in Table 4. It should be noted that position, not manufacturer affiliation, is the sole criterion for segmentation. Consequently, this phase of analysis, unlike the "verti— cal" phases, excludes any overall ranking or rating of TABLE 4.--Distribution of respondents by position. Position Number Percentage Manufacturer Manager (MMGR) 7 4.0 Manufacturer District Repre— sentatives (MDR) 56 32.4 Distributor Managers (DMGR) 37 21.4 Distributor Salesmen (DSM) _13 _42;2 173 100.0 the competing tractor manufacturers and their respective distributor firms. It is designed to underscore various points of comparison that tend to be viewed collectively as advantages or disadvantages by all respondents, or by one or more of the above segments of respondents. For example, there are likely to be "typical" differences in the evaluations made by managers and field salesmen, or by manufacturer personnel and distributor personnel. 64 The questionnaires contained no reference to the relative importance of the sixty items in terms of their impact on people influencing or making decisions to pur- chase tractors. This is a question which requires addi- tional research effort beyond the scope of this study. Likewise implications regarding any "correct" division of control or responsibility for the various items be- tween manufacturer and distributor personnel were care- fully avoided. Based on the results of this study, sug- gestions in this connection will be made later, although this facet of channel operations was not a major factor in the research design. It is clear, however, that the extent of control each respondent has over a given item, or the extent to which he is actively involved in its development, varies according to his position in the channel. At the same time, these factors may condition his impression of how important various items are in the buyer's purchase decision process. This, in turn, may influence his evaluation of how individual components of competitive effort compare with the competitor's effort. This chapter focuses on interposition patterns of agreement and dis- agreement among these evaluations. The result is a general profile of competitive strengths and weaknesses as perceived from the four different vantage points within manufacturer-distributor channels. In this 65 sense, the findings discussed in this chapter serve as a frame of reference against which to compare the patterns of intrachannel evaluations discussed in the following two chapters. Data representing the judgments of men within each of the four positions is presented in two lengthy tables in Appendix II. Table 1, Competitive Comparison Item Response Percentages, indicates the percentage of re- sponses assigned to each point on the scale for each of the sixty items. These percentages are shown for all four samples. Frequency distributions corresponding to these percentages are shown in Table 2, Responses to Competitive Comparison Items. Table 22 also includes the mean and standard deviation of values assigned within each sample to each item. After the scale was converted, the numbers 1, 3, and 5 correspond to -2, 0, and +2 on the questionnaire scale. These means may be viewed as approximate measures of the collective evaluation placed on each item by men within each of the four samples. If all members of a given sample felt their firm enjoyed a significant advantage over their leading competitors on one of the sixty items, the sample mean for this item would, Of course, be 5.000. Unanimity at the other end of the scale would yield a sample mean of 1.000. A mean of 3.000 represents the point of equality, where neither advantage nor disadvantage 66 exists in the collective opinion of men making up the sample. Sample mean scores greater than 3.000 repre- sent items where there is general agreement among the men in a given position that they enjoy a competitive advantage on these points of comparison. Similarly, items viewed as disadvantages would have sample mean scores less than 3.000. Table 2 in Appendix II includes four means for each of the sixty items. These are, of course, means of the scores assigned the item by men in each of the four positions. The number of individual scores varies from seven in the case of manufacturer managers (MMGR) to seventy-three in the case of distributor salesmen (DSM). A sample mean in excess Of 3.000 for one of the product-related items in Section I of the questionnaire denotes generally widespread agreement among sample members that their product enjoys an advantage on this particular item. The point that needs emphasis, however, is that not all these men compared the same two brands of tractor loaders. Each man compared his product to the product offered by the competitor he rated as the strongest rival for tractor sales. Consequently, a sample mean greater than 3.000 implies that the predomi- nant view among ell_men in the sample, although they represent seven competing tractor manufacturers, is favorable toward their ppp_product in terms of the item being evaluated. 67 "Universal" Appraisals of Competitive Components Sample means were compared to determine the extent of interposition congruency among judgments of the competitive strength of individual items. As Table 2 in Appendix II shows, all four mean scores for some items were either greater than 3.000 or less than 3.000. The appraisal of these items was "universal" in that there was general agreement among all respondents, re— gradless of their position within the channel or their manufacturer affiliation. Listed below in Table 5 are the items that were "universally" perceived as sources of competitive advantages. These figures clearly suggest that a very sizeable percentage of the respondents feel that their product is better than competitive products in a number of different ways. Eight of the ten items making up the PRODUCT ele— ment of total marketing effort are included in this table. The other item in the table, Warranty Fulfillment, was listed in the SERVICE section of the questionnaires, but it is nonetheless directly related to product comparisons. A widespread, product-oriented perception of com— petitive strength is not surprising in this particular competitive setting. The variety of uses and operating requirements most heavy construction equipment must meet makes this an obvious necessity. Furthermore, a number of studies have shown that industrial goods producers 68 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 00050000000 00200003 00 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 meo0m0>os0 zucchpmz 00 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000000 0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 0:0asos0000 0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 mp0mocom poemmomo 0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 0sosoom 0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 00000ooz 0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 0000000000 0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 0o000ooaao> 0 COH000>OQ :00000>OQ coapma>om soap00>om pnmpcmpm new: OhmOQMum new: Ohmpnmpm :00: ppmpcmpm new: 0000 A00uzv A00uzv A00uzv A0uzv 200 0020 002 0022 .mowmpcm>pm o>090pmdsoo =00m0o>0£5= mo mommmll.m mqm<e 69 place considerable emphasis on the product facet of their total market offering.2 What is somewhat surprising, however, is the ex— tent Of strength associated with these items while not one of the non-product facets of marketing effort was accorded "universal" appraisal as a competitive advan- tage. For example, the high mean scores on Engineering, Design and Operator Benefits characterize the marked emphasis on product features. Response frequencies in Table 2 in Appendix II reveal that sixty men, more than one-third of the total number of respondents, indicated their product enjoys a "significant advantage" in Engi- neering over its strongest rival. Fifty-two men made the same judgment on Design. Forty-seven men viewed the Operator Benefits of their tractor as "significant ad— vantages," while only twelve felt their product compares unfavorably on this basis, and only one of these was con- sidered a "significant disadvantage." Clearly, this segment of "universal" appraisals suggests that competitive advantages tend most frequently to be viewed as synonymous with product superiority. It is doubtful, however, if product superiority alone is synonymous with any lasting competitive superiority that these tractor manufacturers and their distributors might 2See, for example, Jon G. Udell, "How Important Is Pricing in Competitive Strategy?," Journal of Market- ing, (January, 1964), 44-48. 7O enjoy. Their relationship combines the design, develop- ment and production of tractors with the variety of activities that promote, distribute, sell and service these tractors. Five of the six sections in Part B of the questionnaires covered nonproduct elements of market- ing effort. Yet not only were items listed under these elements excluded from the ranks of "universal" advan- tages, but several of them were assessed as "universal" disadvantages as Table 6 indicates. All four sample mean scores were less than 3.000 for each of these eleven items. In this case the con- sensus of opinion among all respondents was that their respective manufacturer—distributor units compare un- favorably with the strongest rival units in terms of these eleven points of comparison. Despite the fact that most of these items are primarily distributor activities backed by varying degrees of support or assistance from the manufacturers, they were generally viewed as disadvantages by personnel at both levels of operation. All elements except PRODUCT and PERSONAL SELLING are represented at least once in Table 6. Five of the items are included under PROMOTION, which clearly sug- gests that channel-wide comparisons of the items in this area tended toward the negative side of the scale. These relatively low mean scores presumably reflect the dis- content at all levels with the way such factors are 71 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 0o000>00000 . ooa>0mm mm 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000 0 0oso0o00o00 £00000pmcoEmQ om 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000000o0 Hmcom0mm on 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000 0 000000000 00 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 0002 000000 00 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 00000000000 00000000000 00 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 0000000 020000000 mm 000.0 000.0 000.0 000.0 000 0 000.0 000.0 000.0 0000o0 00-00000 00 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 0000000000 0000 00 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 0o0000000 0mEoumso m0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 000.0 00000 0o 000000000000 00 200000>om :00000>OQ :00000>mm £00000>OQ 00000000 0002 00000000 0000 00000000 0002 00000000 0000 000u00 000u00 000uzv 00nzv 0000 200 0020 00:2 .mowmpcm>00000 o>0000¢dsoo =00m0m>0cs= mo mommmll.0 m0m<e 72 handled. Distributor firms with a tractor account participate in cooperative advertising with an average of four different suppliers, one of which is the tractor producer they represent. Direct mail campaigns are con— ducted by more than 80 per cent of the manufacturers and 85 per cent of the distributor firms in this industry.3 Of the two FINANCIAL items included among the "uni- versal" disadvantages, the presence of Trade-in Policy on this list is perhaps more notable than Operating Capital. Most men, probably mindful of the cost and profit con— straints affecting their operations, tended to take a negative View of Operating Capital as a potential ad- vantage. On the other hand, the firms' trade-in policies would appear to be a more likely basis for competitive differentiation. One study revealed that buyers of con- struction equipment talk with at least three distributors before a major equipment purchase; buy from five differ- ent distributors in a typical year; and give more than one-half their business to the top firm among these five. Trade—ins occur in about one—half of these purchases. These facts not only suggest that trade-in policies can 3"Manufacturer/Distributor Advertising Practices," Construction Equipment News, (June, 1963), 20-2U. u"Construction Buying," A Summary of Findings from a Research Study by Construction Equipment and Materials (New York: A Conover—Mast Publication, l96é7} p. 7. 73 be an important factor in purchase decisions, they point out the potential profit for manufacturer-distributor units capable of developing lasting allegiance among customers and prospects. Several items among the "universal" bases of com— petitive disadvantage seem somewhat incongruous with the top priority assigned to product—related items included in Table 5. Two items in Table 6, Customer Education and Demonstration Proficiency, would appear to correspond closely with the heavy emphasis placed on Engineering, Design, Operator Benefits and other product-related strong points listed among the "universal" advantages. District representatives, often key men in arranging and conducting demonstrations, tended to take a particularly dim view of item (50), Demonstration Proficiency, as the mean score of 2.696 shows. Fourteen men, 25 per cent of the district representatives, felt they had a "significant disadvantage" in this activity. Another area of inconsistency surrounds the concen- tration toward the negative end of the scale on Avail- ability of Parts, Shop Facilities and Service Super- vision despite the general agreement that Warranty Ful- fillment is an area of decided advantage. These would not appear to be mutually exclusive features of effective manufacturer—distributor efforts. As might be expected, the mean scores for distributor personnel were higher 7†on these items. Still the "universal" negative appraisals of these and the other items in Table 6 imply that the aggregative evaluation of several items that seemingly would contribute most to claims of product superiority tended to be on the low side. Comparing mean scores for all four positions re- vealed "universal" appraisals of twenty different items, nine as advantages and eleven as disadvantages. Thus there was considerable interposition congruency among the evaluations of one-third of the total list of sixty items of potential competitive advantage. "Particular" Appraisals of Competitive Components Further inspection of sample mean scores reveals several instances where the evaluations of men in one of the four positions resulted in a mean score notably different from the other sample means. These "particular" appraisals emphasize the more pronounced difference of opinion men in one position may have about a given item of comparison. The mean score representing their col— lective opinion may be greater than or less than 3.000, but the important point is its position on the scale relative to the other mean scores. Table 7 lists the mean scores for competitive advantages (A) and dis- advantages (D) that were given "particular" appraisals by each group of respondents. 75 TABLE 7.-—"Particular" appraisals of competitive advantages and disadvantages. Position Mean Scores MMGR MDR DMGR DSM SERVICE 19 Field Service 3.32“ (A) FINANCIAL 22 Credit Availability 3.u29 (A) 23 Credit Terms 3.u29 (A) 27 Manufacturer Support H.000 (A) 28 Operating Capital 2.1u3 (D) 29 Cost Control 2.286 (D) PERSONAL SELLING 32 "People" Knowledge 3.422 (A) 36 Source of Information 3.219 (A) 37 Market Knowledge 3.056 (A) 38 Reputation 2.429 (D) A0 Planning 3.181 (A) PROMOTION A3 Manufacturer's Advertising 3.286 (A)* 2.135 (D)* AA Distributor Advertising 2.A29 (D) A7 Customer Referrals 3.1U3 (A) PERSONNEL 5“ Employee Morale 2.911 (D) 55 Technical Assistance 2.528 (D) 57 Manufacturer's Representatives 2.167 (D) 59 Teamwork 3.278 (A) *Note that this item is viewed as decidedly advan- tageous by MMGR's, but decidedly disadvantageous by DMGR's. 76 As is evident from an inspection of the scores, there was some tendency among the respondents to code higher values on the activities or factors closest to their own operational contributions. At the same time, men in the two managerial positions accounted for seven of the eight items viewed as disadvantages. Manufacturer managers tended to assign low scores to items more di- rectly influenced by distributor managers. Distributor managers reciprocated with particularly low mean scores on three items covering contributions of manufacturer personnel. For example, the relatively high mean score assigned Manufacturer's Advertising by manufacturer mana- gers is offset by the distributor managers' negative evaluation of this item. Distributor Advertising, in turn, was assessed as a decidedly unfavorable point of comparison by managers with the competing manufacturers. Only one man in this group indicated his distributor firms have an advantage over their competitors on this item. The pattern of manufacturer manager mean scores for the five FINANCIAL items deserves special notice. From this vantage point the availability and terms of credit in equipment purchases were viewed as advantages as the scores for items (22), (23), and (27) indicate. However, mean scores for both distributor managers and salesmen on all three of these items, although not 77 shown in Table 7, were less than 3.000. At the same time, manufacturer managers assigned very low scores to Operating Capital and Cost Control, two items in— volving financial management at the distributor level.5 In Chapter II district representatives were de- scribed as key links in the two-way flow of information and communication between manufacturer management and distributor personnel. These men are in a position of considerable importance in terms of the inter—related marketing efforts of manufacturers and distributors. Consequently, the 2.167 mean score for distributor mana— gers on item (57), Manufacturer's Representatives, is the most alarming figure in Table 7. When distributor manager mean scores for each of the sixty items are ranked from highest to lowest, this item ranks fifty- ninth! The only item with a lower mean score is Manu- facturer's Advertising. There appears to be a general industry-wide lack of consensus among manufacturer managers, distributor managers and district representatives themselves as to what is, or ought to be, the specific role of the con- struction equipment manufacturers district representatives. 5The current President of AED recently provided some insight into possible reasons for these differences of Opinion, at least from the distributors' point of view. See Robert G. Arnold, "Distributor Credit Needs New Ap- proagh," Construction Equipment News, (September, 1967), 12-1 . 78 Contrast, for example, the contention that the primary assignment of a district representative is "simply to maximize sales of his product line in his district"6 with ". . . it's a D.R.'s Job to give salesmen better working knowledge of his product."7 Clearly these statements suggest quite different functions and re- sponsibilities. Only slightly less surprising than the low assess— ment of manufacturers' representatives by distributor managers was their low mean score for item (55), Techni- cal Assistance. Application and engineering advice may come from district representatives or other factory men, but the 2.528 figure represents a generally negative appraisal of this component of joint competitive effort among distributor managers. This evaluation is also not consistent with the relatively high scores assigned pro— duct-related items of comparison by the distributor managers. Half the figures listed in Table 7 represent manu— facturer managers sample scores that varied notably from scores for the other three positions. Because of the 6John w. Nugent, "Don't Sell Your D. R. Short," Construction Equipment News, (December, 1965), 16. This is a very perceptive discussion of the favorable influence district representatives can have on manufacturer—distri- butor relations. 7"A D. R. Talks About His Job," Construction Equipment News, (April, 1958), 12. 79 small size of this sample, comparison of interposition perceptions of marketing effort has up to now focused on mean scores. Means are sufficient approximations of points on the scale which represent a consensus of opinion among sample members. However, it is possible that the distribution of individual scores across the five values on the scale within each sample could be quite different and still result in sample mean scores with very little difference between them. This is especially the case among the three larger samples. The Kolmogorov-Smirnow two-sample test was used to determine the extent of these intersample differences in distribution that were not uncovered by an inspection of sample mean scores. This test, which treats the scale as an ordinal, rather than numerical, measurement device, is sensitive to any kind of intersample differences in the distribution of scores from -2 to +2 on each item. The relevant statistic for the test is D, the maximum difference between the cumulative distribution of scores of both samples. A large enough deviation between the cumulative distributions is evidence for rejecting the null hypothesis that there is no difference in the scores assigned the particular item by members of both samples. The sampling distribution of D is known and the proba— bilities associated with the occurrence of values as large as an observed D have been tabulated.8 8Siegel, op. cit. 80 The following sample comparisons were made for each of the sixty items: Manufacturer District Representatives and Distributor Managers Manufacturer District Representatives and Distributor Salesmen Distributor Managers and Distributor Salesmen, The fourth sample, Manufacturer Managers, was excluded because of its small size. Table 8 lists the items under each two-sample comparison with statistically significant D values at the .05 and .01 levels. The results of this series of two—sample comparisons yielded one specific and one general finding not uncovered by sample mean comparisons. The specific finding con— cerns the variance in perceptions of item (36), Source of Information, between district representatives and distri— butor salesmen. This item covers the reporting of competi- tive activities and other relevant data to management. There can be little doubt about the potential contribution to improved channel-wide marketing activity that field men with manufacturers and distributors can make in this con- 9 nection. Â¥ 9For an excellent discussion of this topic, see Frederick E. Webster, Jr., "The Industrial Salesman As a Source of Market Information," Business Horizons, (Spring, 1965), pp' 77-820 81 TABLE 8.--Items with statistically significant D values. Samples Level of Compared Element Item Significance MDR-DMGR Promotion A3 Manufacturer's Advertising .05 Personnel 57 Manufacturer's Representatives .Ol MDR-DSM Personal 36 Source of Infor— Selling mation .05 DMGR-DSM Product 5 Attachments .05 6 Variety .05 8 Engineering .05 10 Warranty Provisions .01 Service 11 Delivery 001 19 Field Service .05 Financial 21 Prices .01 25 Trade-in Policy .05 26 Rental &/or Lease Contracts .05 27 Manufacturer Support .05 Personal 31 Product Knowledge .05 Selling 33 Strategy Formulation .01 3A Tactical Adjustment .Ol 35 Communicative Ability .05 37 Market Knowledge .05 Personnel 52 Sales Supervision .05 5A Employee Morale .O5 59 Teamwork .Ol 60 Experience .01 82 The more general finding concerns the differences in perception between distributor managers and their salesmen when the comparison centered on cumulative distributions of their scores across the five-point scale. When considered in this context their appraisals of the items listed in Table 8 were not as congruent as the sample mean scores suggest. However, there undoubtedly were some differences in the interpretation of "slight" and "significant" among respondents. This would account for some variance in the distribution of scores between -2 and +2, so these intersample differences are not as pronounced as they may appear. Variations in the inter- pretation of "slight" and "significant" also effected mean scores, of course, but the "particular" appraisals discussed earlier included only those mean scores that are decidedly greater or less than the three sample means for a given item. An Empirical Interpretation of Potential Competitive Advantages This phase of the analysis focused on similarities and differences in the collective evaluations of sixty items of potential competitive advantage by men at four different positions in the channels. It should be remem— bered that the data represent their judgments of the relative, not absolute, strength of each of these items. Respondents compared the marketing effort of their 83 manufacturer-distributor unit with the competitive effort of the unit they believe to be its strongest rival for tractor loader sales. When mean scores are viewed as measures of the evaluations of group members as a whole, some conclusions may be drawn regarding the potential of given areas of marketing effort as sources of competitive advantage. The data clearly indicate that there is ample opportunity for increasing the effectiveness of many items. This point is underscored by the fact that, when all four mean scores for each item are considered, sixty of the 2A0 scores were less than 2.800. In the context of this aggregative analysis, several items were accorded "universal" appraisal as competitive advantages. These items, listed in Table 5, would seem to have somewhat’limited potential as sources of favorable competitive differentiation because of the widespread feeling among all the competing tractor marketers that their product is superior on these bases of comparison. These product-related items may be the most important points of consideration among buyers, but the fact re— mains that these advantages are to some extent "neu- tralized" by the enthusiastic, industry—wide emphasis on product comparisons as the sole basis of success. By the same token, items accorded "universal" appraisal as 8A disadvantages, listed in Table 6, represent the greatest potential for improved, differentiated competitive activity. "Universal" appraisals--both positive and negative ——accounted for one-third of the sixty items of potential competitive advantage. The more pronounced differences in evaluations of the remaining forty items were dis- cussed in the previous section. From an empirical point of view then, the potentiality of many of these items is second only to the items in Table 6 as sources of favor- able competitive differentiation. Channel-wide evalu- ations at the positive end of the scale on more of these nonproduct components of competitive effort may contri- bute to greater degrees of marketing effectiveness. Subsequent phases of the analysis deal further with this relationship. Summary of Aggregative Analysis The analysis of "horizontal" segments of data re- sulted in a profile of specific advantages and disad- vantages as perceived by managers and field sales per- sonnel with the competing producres and distributors of tractor shovel-loaders. Individual evaluations of the competitive strength of sixty components of market- ing effort were indicated on a scale ranging from a significant disadvantage to a significant advantage. These evaluations were aggregated into samples comprised 85 of men in each of four positions in the manufacturer- distributor channels. Points on the scale representing the prevalent judgment among sample members on each item were approximated by sample means. A comparison of sample means for each of the sixty items revealed: (1) (2) (3) (Li) (5) (6) a very pronounced and widespread emphasis on product-related items as bases of com— petitive advantages, a generally unfavorable evaluation of several items or activities that contribute directly to the effective development and maintenance of these product—related advantages, a segment of eleven items perceived as com- petitive disadvantages from all four vantage points within the channel, a particularly notable difference of opinion between managers at the manufacturer level and managers at the distributor level regarding financial aspects of their relationship, a surprisingly negative assessment of the contribution of manufacturers' representatives by distributor managers accompanied by, a generally negative opinion of personal selling efforts at the distributor level among manufacturer personnel, and 86 (7) that some priorities may be placed on various categories of items in terms of their relative potentialities as sources of favorable com- petitive differentiation. CHAPTER IV MACROSCOPIC ANALYSIS: CORRELATES OF COMPETITIVE STANDING AMONG MANUFACTURER—DISTRIBUTOR COMBINATIONS The analytical focus in this chapter is on seven "vertical" segments of data formed by aggregating the respondents according to their manufacturer affiliation. Each segment--or manufacturer-distributor combination—- includes all respondents who are involved in marketing the same brand of tractors. In this macroscopic context, the respondents are active at various points in the marketing channels through which the competing tractor producers reach buyers in all nine market areas. Their evaluations provide a comprehensive framework for assess- ing the relative strengths of components of marketing effort as perceived from all positions and all locations within the seven competing distributive networks. Table 9 lists the combinations as A through G, the letters randomly assigned to the seven competing tractor manufacturing firms. It also indicates the size and composition of each combination. Grouping the re- spondents into these segments provides a framework for 87 88 TABLE 9.--Composition of Competing Manufacturer- Distributor Combinations. Respondents Combination Per— MMGR MDR DMGR DSM Total centage A l 8 5 12 26 15.0 B l 9 7 l“ 31 17-9 E l 8 7 13 29 16.8 G l _2 _§ .2 .35 _l§;2 7 56 37 73 173 100 0 considering the basic research question regarding intra- channel agreement and its relationship to the marketing effectiveness of channels. Judgments regarding the sixty points of comparison by men within each manufacturer- distributor network reflect detailed appraisals of the joint marketing efforts offered by the seven manufacturers and their respective distributor firms. Specifically, this phase of the analysis centers on the degrees of competitive strength assigned the various items by respondents within the seven combinations and measures of the extent of agreement among combination members in their evaluations of the sixty bases of possi- ble compteitive advantage. In keeping with the inclusive framework of comparison used in this second phase of the analysis, both of these variables are correlated with a 89 measure of the overall "competitive standing" of the seven tractor producers. An index of this "competitive standing" was com- puted from the rankings assigned by managers in Part A of their questionnaires. Each manager ranked his com— petitors from 1 (strongest) to 7 (least strong). These rankings were linearly adjusted to range from 1 to 6 following the decision not to participate by management of the eighth firm originally included in the study. Table 10 indicates the rankings assigned each competitor by the manufacturer managers. It also shows the sums of the six ranks assigned each manufacturer. The close agreement among managers on the relative overall standing of competitors is reflected in the significantly low Kendall coefficient of concordance. This coefficient, which is essentially an index of the difference between perfect agreement among the managers and the actual agreement shown in Table 10, was .OOOA. Given this low coefficient, the rank order of the sums assigned each competitive firm may be viewed as the best estimate of the "true" ranking of the overall competi- tive stance each of the tractor producers presents.1 The rank order of these sums is indicated in the bottom row in Table 10. lSiegel, OE. cit., pp. 229—238. 90 TABLE 10.--Ranking of competitors by MMGR's. Competitors MMGR A B C D E F G A -- l 3 5 2 6 A B 5 -- 2 A l 6 3 C 5 l -- A 2 6 3 D A l 3 -- 2 6 5 E 5 l 2 3 -- 6 A F 6 l 3 A 2 —- 5 G A 1 3 5 2 6 -- Total 29 6 16 25 ll 36 2A Rank.Order of "Com- petitive_ V _ ,_ .. , _ , 3 A Standing" 6 l 3 5 2 7 A As a check of this ranking of competitors, the assessments of competitors by manufacturer district repre- sentatives were also considered. Part A of their question- naires requested a similar 1 to 7 ranking of the competi— tive standing of the tractor producers within their re- spective market areas. When the rankings assigned each firm in each of the nine areas were summed, the overall 23922 of the total scores for the manufacturers was the 2 same as that shown in Table 10. This is not to say 2Interjudge reliability among the MDR's within each area was also significant as the following Kendall 91 that the identical order prevailed in each market area, but it does clearly suggest that there is close agree- ment throughout the industry regarding the relative "competitive standing" of the seven rival firms. The mean and standard deviation of values assigned each item by members of each combination were computed and are shown in two tables in Appendix III. These mean scores represent the competitive advantage or disadvan- tage combination members as a group feel they have for each item relative to the strongest competitive effort each of them selected as the unit of comparison. As was the case for the mean scores computed for the aggregative analysis in the preceding chapter, 3.000 represents equality or the mid-point between an advantage and a disadvantage. Table l in Appendix III, Manufacturer- Distributor Combination Mean Scores, lists for each combination the mean score for each item, totals of the ten mean scores within each element, and a composite ,‘ coefficients of concordance indicate: Area MDR's KOO 1 6 , .0018 2 5 .OOA3 3 7 .0057 A 7 .OA37 5 6 .0018 6 7 .0201 7 5 .0000 8 6 .0018 9 7 .OlA5 92 total which is the sum of the six element mean score totals. Table 2 in Appendix III, Manufacturer— Distributor Combination Standard Deviation Scores, lists the standard deviation associated with each item mean score. Likewise, element and composite totals are shown for these statistics. Because they are measure- ments of the dispersion of individual scores around the combination mean scores, these standard deviations indi- cate the extent of agreement among the men affiliated with each manufacturer regarding their appraisals of each item of competitive effort. Elements of Marketing Strength and Competitive Standing Within this macroscopic context the relationship between perceptions of marketing activity and the rela- tive effectiveness of competing manufacturer-distributor alliances is discussed primarily in terms of the evalu— ations placed on elements (as Opposed to individual items) of marketing effort by the seven combinations. Element totals are sums of the mean scores assigned the ten items comprising each of the six elements. While these totals are not precise measures of the collective opinion of combination members, they are reasonable approximations of the perceived competitive advantages or disadvantages managerial and field sales personnel in each combination attached to the six broad components 93 of their joint manufacturer-distributor marketing efforts. The index of competitive standing is similarly only an approximation of the manufacturing firms' over— all marketing effectiveness. For example, Table 10 indicates that there was complete agreement that Firm B is the strongest competitor among the seven firms. There was also close agreement regarding the second and third ranked firms, E and C. However, sums of the ranks assigned G, D and A suggest that these competitors are viewed as closely matched in terms of their overall competitive standing. Obviously F's total of 36 compared to B's total of 6 does not imply that the latter was Judged to be six times "stronger" than the former. The sums of individual ranks in Table 10 are approximate ' measures of the firms' relative overall competitive standing in the collective opinion of both the seven manufacturer managers and the fifty—seven district repre- sentatives. Table 11 shows element mean score totals for each combination. These totals are taken from Table 1. in Appendix III which includes mean scores of the values circled on each item by all respondents within each combination. When element totals are taken as approxi- mate measures of perceived advantages or disadvantages, a total of 30.000 is comparable to the 3.000 used when 9U mmméma mmméma moimma mam.mma 03$: o:m.mmm mmaéma Hmpoe mpï¬mooEoo Ham.sm www.mm mma.mm wam.sm omm.wm mmH.H: mm».:m Hmscomsmm ma:.:m mmm.mm m:m.sm mem.mm Hoo.em oas.mm Hmm.mm coaponbm mmï¬.am mHH.am wam.om mmw.mm mm:.sm mo:.o: www.mm mcï¬ï¬ï¬mm Hmcompmm www.mm m::.wm mmm.om mmzxmm mom.wm How.mm mso.sm Hmï¬ocmcï¬m mm:.mm am:.sm o:m.mm mma.mm aso.wm mmm.az :mm.:m moa>bmm m:m.mm mmm.am mom.mm mmm.am mmo.mm www.mm Hm:.mm noncomm c m m a o m a pcmEmHm coï¬pmcHQEoo m>HpHquEoo .mHmpOP_ whoom Emma pcmemHm COHPMCHQEOO $0939.“thHUIQmQSPOGQSQMEII.HH MQQ<B 95 comparing individual item mean scores. In other words, an element total greater than 30.000 indicates the mean scores of items rated as advantages (greater than 3.000) more than offset any mean scores of items viewed as dis— advantages (less than 3.000). Likewise, an element total less than 30.000 implies that the consensus of opinion among men comprising the manufacturer-distributor combination is that their strength in this area of marketing effort compares unfavorably with the offerings of strongest competitors. These totals are approximate measures because of the lack of precision surrounding computation of scores assigned the values on an ordinal scale. A notable feature of these totals is the dispro— portionate Spread of perceived "advantages" (totals greater than 30.000) both across the six elements and between the seven combinations. Out of forty-two ele— ment totals, only thirteen or 31 per cent represent "advantages"; twenty-nine totals or 69 per cent repre- sent "disadvantages." The PRODUCT element accounts for seven of the thirteen totals which exceed 30.000, which means there is widespread agreement among men selling each of the competing tractors that their product line is competitively superior to all others. When PRODUCT totals are excluded only six of the remaining thirty- five totals are greater than 30.000. 96 Although the mean score totals for product-related items exceeded 30.000 for every combination, the collec— tive Judgments of men in Combinations A, C, D, F and G yielded element totals less than 30.000 for all five of the other areas of marketing effort. Only one element-- PERSONAL SELLING--was viewed as an area of competitive advantage by more than one combination. Totals for each of the remaining four elements show only one combination with a total greater than 30.000. Furthermore, two of these figures, Combination E's FINANCIAL total of 30.558 and PERSONAL SELLING total of 30.518, indicate that competitive advantages attributed to these areas are not too substantial. Combination B's element totals correspond closely with the top ranking accorded this firm by managers with the competing tractor producers. Judgments regarding the sixty points of competitive comparison by respondents throughout Firm B's distributive network resulted in the largest totals among the seven combinations for five of the six elements of marketing effort. Even more notable is the extent of advantages these men feel they enjoy in these areas, particularly SERVICE, PERSONAL SELLING and PROMOTION. For example, the range of the seven totals representing assessments of service-related bases of comparison is not quite 17 points, yet Combination B's total of 41.386 exceeds the second highest total, Combi— nation D's 29.158, by over 12 points. With the 97 exception of the FINANCIAL total of 29.801, element totals for Combination B average better than No.000. This margin of competitive strength is reflected in the row of element composite score totals at the bottom of Table 11. The reader is again reminded that with the ex— ception of the seven manufacturer managers, each re— spondent selected the strongest competitive manufacturer— distributor team in his particular market area as the unit of comparison regarding the sixty items of possible competitive advantage. Therefore one interpretation of the figures in Table 11 would be that they merely suggest that a large percentage of respondents in Combinations A, C, D, E, F and G selected B's distributors as their strongest competitors and that these men, regradless of the manufacturer they represent, rather consistently assigned competitive disadvantages to the items of com- parison with the PRODUCT area being the single exception. Firm B was in fact selected as the strongest competitive manufacturer by 88.6 per cent of the 1&2 respondents representing the other six tractor manufacturers. It is also true that element totals resulting from their evaluations of competitive effort do not vary signifi— cantly. This is, however, an incomplete interpretation of the data in Table 11. It overlooks a significant 98 point. Men in Combination B, along with all their com- petitors, tended to View their tractors as superior. In fact their PRODUCT score of 39.678 was the highest among all seven combinations for this element. This is hardly surprising in that these men represent the manufacturing firm that is widely recognized as the industry leader. What is surprising, however, is the fact that against an industry-wide belief in product- related items as sources of competitive advantage the men in Combination B collectively evaluated the SERVICE, PERSONAL SELLING, PROMOTION and PERSONNEL elements as sources of greater competitive advantages than they attributed to the PRODUCT element! To be sure the totals for these four elements do not exceed the total of product-related item mean scores by much. Never- theless, this pattern of perceived competitive advantages is strikingly opposite to the conventional appraisals of marketing effort characterized by a "better" product and the infrequent association of advantages with any of the other areas of comparison. Table 10 lists the seven tractor producres from one to seven in terms of their overall competitive stand- ing in the opinion of all the manufacturer managers and district representatives that took part in the study-- the measure of marketing effectiveness for this macro- scopic phase of analysis. Table 11 lists approximate 99 measures of the competitive advantages or disadvantages assigned the six components of marketing effort by men throughout the distributive networks of each of the seven manufacturers. The totals in both these tables substantiate Firm B's position of leadership in this competitive setting. The pattern of consistent and decided advantages that men throughout this firm's distributive network feel they enjoy is quite clear. However, the relationship between assessments of the various elements of marketing effort within the other manufacturer-distributor combinations and the positions assigned these manufacturers in the ranking of overall competitive standing is not nearly as obvious. In order to examine this relationship more closely the totals for each element and the composite totals listed in Table 11 were ranked from 1 (highest total) to 7 (lowest total). Distribution of the rank order of these scores across the seven manufacturer—distributor combinations is shown in Table 12. The column labeled "Competitive Standing" in Table 12 shows the ranks of total scores resulting from the individual rankings assigned each of the manufacturing firms and is identi— cal to the bottom row in Table 10. The seven sets of ranks representing the combinations"scores for each element and the composite totals of these scores were each correlated with the set of ranks representing the 100 TABLE l2.-—Rank correlation of combination element mean score totals and competitive standing. Rankings o :> H C.‘ H 0) 0H . m H o m p 4Jb0 Combination p m H asa) -H c -H *4: o o o as: p c m 43H 3 H s OH 0 0 OH WU U > m wri E m an: CLQ o p c bra o p 843 ECU $4 (D or! (DC) $4 (1) OO 04-3 m m m mm m m OB (M) A 5 7 7 6 5 7 7 6 B 1 l 2 l 1 l l l C 3 A 6 3 3 3 3 3 D 7 2 A 7 A A A 5 E 2 3 l 2 2 2 2 2 F 6 5 5 5 7 6 6 7 G A 6 3 A 6 5 5 A Spearman Rank Correlation Coefficients: Product .893** Service .6A3 Financial .679 Personal Selling .858* Promotion .893* Personnel .929** Composite Total .929** *Significant at .05 level. **Significant at .01 level. 101 overall competitive standing of the seven participating tractor producing firms. Spearman rank correlation co- efficients indicating the degree of association between these variables are shown at the bottom of Table 12. Certainly a positive rank correlation between these sets of scores would be anticipated. This is particularly true in light of the method used for "measuring" the marketing effectiveness of the seven tractor producers in this macroscopic context. Clearly, the overall competitive standing scores reflect approxi- mate rather than precise measures of this variable. Likewise the numerical evaluations of intracombination perceptions of competitive advantages and disadvantages were computed from values assigned to points on an ordinal scale. Although ranking these scores removes some of the exactness the numerical figures falsely suggest, the rank order of these scores does not reflect the closeness of some of the mean score totals in that the range is substantially reduced and differences among scores equated. Five of the seven correlation coefficients may be viewed as statistically significant bases for rejecting the null hypotheses that these specific variables are not associated in the population from which the sample was drawn. However, the advisability of such an in- ferential extension of this interpretation is limited by 102 the sampling procedure. Nevertheless the degree of association is both considerable and consistent across all elements of marketing effort. The coefficients clearly signify that among the men participating in this study, respondents positioned throughout the distributive networks of manufacturing firms generally viewed as hav- ing stronger overall competitive positions attributed greater degrees of competitive strength to all elements of joint manufacturer-distributor marketing efforts. To put it another way, whether an element was per- ceived as a source of competitive advantage (PRODUCT) or disadvantage (SERVICE, FINANCIAL, PERSONAL SELLING, PRO- MOTION, PERSONNEL) by men in all or nearly all of the seven combinations, the rank order of scores approxi- mating the extent of these perceived advantages or dis- advantages corresponds closely with a rank order of scores approximating the overall marketing effectiveness of the seven manufacturing firms. Perceptual Congruency Within Competing Combinations The mean scores considered in the previous section represent different points on a scale ranging from 1 (significant disadvantage) to 5 (significant advantage). They approximate the consensus among the managers and field sales personnel within each of the seven combinations. Comparison of mean scores provided a basis for examining 103 the patterns of perceived competitive strengths and weaknesses across the major areas of marketing effort. Mean scores do not, however, reflect the closeness of intracombination agreement regarding these evaluations. To argue that Combination B's higher mean scores for five of the six elements implies closer agreement among the respondents representing this manufacturer is to misinterpret these statistics. There is no reason to presume, on an a priori basis, that higher mean scores are accompanied by lower standard deviation scores, or vice versa. In this section standard deviations are tabulated and ranked in the same manner as means were in the pre— vious section. Standard deviations, of course, are measurements of the dispersion of the individual values coded on a given item by sample members. In this sense they reflect more specifically the differences in per- ceptual congruency within the seven manufacturer-distri- butor combinations. Obviously the lower the standard deviation for any item, the closer the agreement among sample members' assessments of the item as a source of competitive advantage or disadvantage. The standard deviation scores for each item are listed in Table> 2 in.Appendix III. When scores for the ten items comprising an element are summed, the totals are approximate measures of the extent of 10A intracombination perceptual congruency regarding evalu— ations of the six areas of marketing effort. These six totals, along with composite totals, are shown for each manufacturer—distributor combination in Table 13. Combi- nation B has the lowest totals for three of the six ele— ments, namely PRODUCT, PERSONAL SELLING and PROMOTION. Combinations D and F have the lowest totals for the SERVICE and PERSONNEL elements. The fact that Combination E's composite total is less than B's is accounted for by the wide margin of difference in their totals for the FINANCIAL element. Comparing the mean totals in Table 11 with the standard deviation totals in Table 12 does not reveal any pattern of consistency among the "sets" of scores for all seven combinations. For each combination the six element mean score totals (ranked from highest to lowest) were correlated with the six element standard deviation totals (ranked from lowest to highest). The following Spearman rank correlation coefficients indicate the degree of association between these two variables for each combination: 105 :mo.pm moa.am zom.:: mmz.om mam.m: mmm.m: smm.om proe moanedsoo mma.m mmm.m Ham.s mom.m moa.m mm:.s mmm.s Hmscomamm ma:.m Hmm.w 5mm.» mme.m mmm.m owe.» mmo.m soapoeopm mmm.HH :sm.m mm:.s Hmm.m mmfl.m o:m.a mom.m wcHHHmm Hchmbmm opm.m m:m.m m:a.m mom.» :mo.a mmm.m mOH.m Hmaocmcï¬m mmm.m mï¬o.m mmz.~ :mm.m mma.w mmo.a mam.m moï¬>pmm :oa.oa mms.m mms.s oam.m om».a mmm.m. mma.aA nonconm o m m o o m < pamEmHm coflpmcï¬nsoo m>ï¬uï¬poQEoo .mePOP COHDGH>¢U Uhdï¬ï¬‚wpm Pflmgmflm COHDNCHQEOO .HOPSQHLPmHUIhmHSPOmrHZQQSIIeMH mqmdwe 106 ' Combination S399 A .658 B .372 C .658 D -.028 E .372 F -.A28 G -.31A It is evident from these coefficients that respondents in some combinations, notably A and C, tended to agree more closely when assigning relatively higher scores to items; respondents in other combinations, especially F and G, agreed more closely when assigning relatively lower scores to items. In any event, the more relevant question with re- gard to these totals concerns the correlation between standard deviation totals and the "competitive standing" of the seven tractor producers. Specifically, is there closer agreement regarding the competitive strength of all items among respondents throughout the distributive networks of the manufacturing firms deemed to be stronger overall competitors? An answer to this question is pro- vided in Table 1A. The format for showing ranks and correlation coefficients computed from element standard deviation totals in Table 1A is identical to that used for element mean score totals in Table 12. Of course the 107 TABLE lA.--Rank correlation of combination element standard deviation score totals and competitive standing. Rankings 8 Competitive g .-4 g ‘3', £3 33' w Combination p m -H wtfl *1 c -H *42 o o o 2:: .p c m +>H :3 H S: O H O O O H a) 'U o > m mH E m mm a: o L s pra o p 543 5:6 9 m r1 a)o a m c>o o4: ~m m m v ace. 64 a. VC)B .oco A 3 7 A 3 5 A A 6 B l 2 7 l l 2 2 1 C 2 A 2 6 3 5 3 3 D 6 1 3 5 6 7 5 5 E A 3 l 2 2 3 l 2 F 5 5 6 A. 7 l 6 7 G 7 6 5 7 A 6 7 A Spearman Rank Correlation Coefficients: Product .500 Service .500 Financial .lA3 Personal Selling .358 Promotion .965** Personnel .036 Composite Total .715* *Significant at .05 level. **Significant at .01 level. 108 rank order of standard deviation totals is the opposite of that used to rank the mean score totals. The ele- ment and composite totals in Table 13 were ranked from 1 (lowest total) to 7 (highest total). Each of these seven sets of ranks was then correlated with the set of ranks representing the overall competitive standing of the seven participating tractor manufacturers. The resulting Spearman rank correlation coefficients are shown at the bottom of Table 1A. Clearly these coefficients are not nearly as pro- nounced as those computed from the mean score ranks. They do, however, suggest that respondents throughout the distributive networks of the competitively "stronger" tractor producing firms tended to agree more closely in theirindividual evaluations of items than respondents representing the firms judged to be "weaker" overall competitors. This was particularly the case with items included in the PRODUCT, SERVICE and PROMOTION areas, as well as a measure of the overall agreement surrounding all sixty items of joint manufacturer-distributor market- ing effort. The statistical significance attached to the correlation coefficients for two of these variables is, of course, subject to the previously discussed quali- fied interpretation of the sampling procedure. 109 Dimensions of Competitive Effectiveness There can be little doubt that Firm B and its distri- butor firm in each of the nine metropolitan market areas comprises the most effective manufacturer-distributor net— work in the opinion of a large majority of men located throughout the other six networks included in the study. Men marketing Firm B's line of tractors obviously agree with this judgment. Their evaluations of the sixty items resulted in scores representing significant advantages in nearly all areas of combined manufacturer-distributor marketing effort. The extent of this perceived competitive strength is clearly underscored by the data in Table 15, which shows frequency and percentage distributions of item mean scores among the seven combinations. Figures for Combi- nation B show that "advantages" were assigned to fifty- four, or 90 per cent, of the items. Nearly half of Combination B's item mean scores exceeded A.000, while evaluations among all the other six combinations resulted in only five item mean scores this large. Examination of item mean scores listed in Table l in Appendix III re— veals that B is the only combination with a score greater than 3.000 for twenty-two different items. These items, which account for 36.7 per cent of the sixty separate 3 bases of comparison, are listed below: 3This list includes nine of the eleven items categorized as "universal" competitive disadvantages in Chapter III. 110 mam. c.00H om: w.s mm mNH m.m HH m.um mzm m.H w mepoe o.ooH om II II m.mm 2H >.m : m.mm H: >.H H u 0.00H cm II II m.mm :H m.m m 0.0» m: m.m m m 0.03 om o.m m 9m: em I: In 0.0m om I: .... m o.QOH om II II m.Hm mH N.m : >.Hn ms II I: Q 0.00H om N.H H m.mm mm In I: 0.0m mm >.H H o o.ooH om n.02 mm m.m: mm II II m.m m m.H H m o.ooH om N.H H o.mH m N.H H m.mw m: o.m m < a .Umpm u .vmhm m .Uopm a .Umpm R ..vwhm & .Uohm Hmpoe Hmm.z|ooo.: wwm.mlmmo.m ooo.m mom.mnmmo.m ooo.m|wmm.H COHpmcHQEoo =mmprcm>o<= zmmwmpcm>ommHo= .mGOHpmcHQEoo wchmQEoo wzoEm monoom some EmpH mo COHpanMpmHoln.mH mam<9 111 Element Item SERVICE Availability of Parts Customer Education ShOp Facilities AAA IHFJH Ocn ounn) FINANCIAL Operating Capital Billing ttttttI—‘E erwuow DON PERSONAL SELLING Strategy Formulation Source of Information Market Knowledge Experience and Training Planning O\D\10\UU AAA/\A VVVVVVVV VVVVV VV VVV PROMOTION Sales Aids Manufacturer's Advertising Distributor Advertising Direct Mail Visual Aids Customer Referrals Publicity Personal Contacts AAAAAAAA PERSONNEL Executive Leadership Service Supervision Teamwork Experience O\OUU}—’ \OCDNOU'l-II'UUH AAAA C\U"|U'IU'I VVVV A recent study indicated that sales effort, includ- ing sales management, personal selling, advertising and other promotional programs, were perceived as the most important elements of competitive strategy formulation by managers with A85 manufacturing firms.“ Of course no attempt was made to determine the degree of importance that members of the competing combinations attached to the sixty items, but the favorable differentiation men “Jon G. Udell, "The Perceived Importance of the Elements of Strategy," Journal of Marketing, (January, 1968), 3A—A0. 112 affiliated with Firm B feel they enjoy is particularly strong in these areas of marketing effort. Only six out of the sixty item scores for Combi- nation B are below 3.000 and hence may be classified as "disadvantages." Five of these are listed under the FINANCIAL element. The low scores for items (23), Credit Terms, (25), Trade~in Policy and (26), Rental and/ or Lease Contracts, are not nearly as notable as the 2.A67 score for item (27), Manufacturer Support, and the 1.733 score for item (21), Prices. There is only one figure lower than Combination B's score for Prices among the A20 item mean scores in Table l. in Appendix III. All nine respondents on the manufacturer level in Combination B circled -1, or "slight disadvantage," after comparing their product line prices with those of their strongest competitors. Four distributor principals and seven distributor salesmen circled -2, or "significant disadvantage" on this item. Furthermore, Combination B's mean score for item (27), Manufacturer Support, is the lowest among the seven combination scores for this item--2.A67. Only six of the thirty-one men representing the manufacturing firm rated as the strongest overall competitor evaluated this item as a source of competitive advantage. The data suggest that the competitive dominance of Firm B and its allied distributor firms in this macroscopic 113 context results from consistent and considerable channel- wide strength in the SERVICE, PERSONAL SELLING, PROMOTION and PERSONNEL area of joint manufacturer-distributor marketing effort. If competitive effectiveness is merely a matter of offering a "better" product at the "best" price it is not likely that the margin of leadership accorded Firm B by participants in this study would be so pronounced. There were widespread claims of product superiority among all_manufacturer and distributor per- sonnel and men aligned with Firm B viewed the comparative product line prices of the seven competitors as the most significant source of disadvantage. In contrast to these negative appraisals on this point, men in Combinations E (3.A83) and G (3.667) feel they have decided price ad- vantages in addition to favorable product-related points of comparison. Clearly, nonproduct and nonprice dimen- sions of marketing effort account for substantial contri- butions to the competitive effectiveness of Firm B and its network of distributors. Summary of Macrosc0pic Analysis The analysis of seven "vertical" segments of data, each representing the collective judgments of the manager, district representatives, distributor principals and field salesmen affiliated with one of the competing tractor producers provided some insight into the relation— ship between perceptions of marketing effort and the 11A relative effectiveness of competing manufacturer- distributor alliances. The perceived advantage or disadvantage associated with each of the sixty items by members of each manu— facturer-distributor combination were approximated by mean scores. The closeness of agreement, or perceptual congruency, regarding these advantages and disadvantages was reflected in standard deviations computed from the individual values assigned each item by all respondents in each combination. Mean and standard deviation scores were correlated with "competitive standing" scores com- puted from the rankings assigned to competitors by mana- gers with the seven manufacturing firms. The index of "competitive standing" provided an estimate of the manu— facturing firms' overall marketing effectivness. Analysis of the segments of data representing appraisals of competitive effort by men in the seven manufacturer—distributor alliances revealed: (1) a pattern of perceived advantages across five of the six major elements of marketing effort among men in Combination B, (2) a concentration on product-related items as sources of competitive strength among men in all of the combinations, (3) a large number of items which represent points of comparable competitive strength among five (A) (5) (6) 115 of the combinations in that appraisals of these items, relative to Combination B's effort, yielded five mean scores which were quite close, a positive correlation between intracombination evaluations of competitive strength in all six elements and measures of the overall "competi- tive standing" of the rival tractor producing firms, a tendency toward closer agreement in the assessment of both competitive advantages and disadvantages among men in the distributive networks of manufacturing firms rated as stronger overall competitors, and a profile of competitive effectiveness charac- terized by nonproduct and nonprice dimensions of differentiation. CHAPTER V MICROSCOPIC ANALYSIS: CORRELATES OF MARKETING EFFECTIVENESS AMONG MANUFACTURER-DISTRIBUTOR UNITS This chapter includes a discussion of the third and final phase of analysis. The focus is on twenty- five manufacturer-distributor units, the competitive entities formed by the tractor producing firms and their distributors in the nine metropolitan competitive settings. While manufacturer-distributor combinations were viewed as marketing channels in a macroscopic sense, manufacturer-distributor units may be viewed as marketing channels in a microscopic sense in that each of these units includes only those respondents who in- fluence a given tractor manufacturer's competitive strength in a single metropolitan market area. These micrOSCOpic segments of data reflect the advantages or disadvantages associated with the sixty bases of competitive differentiation by five men. These men exert varying degrees of influence on many facets of the coordination, c00peration and communication 116 117 which contribute to the marketing effort of a specific manufactuer-distributor unit. From "top to bottom" in the "vertical" alignment of the two firms, they are the division level sales or marketing manager with the manufacturing firm, the district representative in the given area, and the principal and two field salesmen with the distributor firm which carries the manufacturer's line of tractors in the area. Completed questionnaires were returned from each of these men in twenty—five of the fifty-nine manufacturer- distributor units studied. Consequently this phase of the analysis, unlike the macrosc0pic phase, excludes some of the data. The twenty-five units account for 107, or 61.8 per cent, of the 173 men who participated in the study. The number and percentage of respondents in each of the four positions who are included in this microscopic phase are shown below. Position N (Macro) N (Micro) Percentage MMGR 7 7 100.0 MDR 56 25 AA.6 DMGR 37 25 67.5 DSM _7_3_ _s_o. .6312 173 107 61.8 The twenty-five units comprise a total of 107 instead of 125 men because the seven manufacturer marketing managers were considered to be members of the unit their firm 118 comprises with its distributor in each of the nine metropolitan competitive settings. The reason for this classification is the responsibility men in this posi- tion have for maintaining an informed and aggressive sales effort throughout the network of distributor oper- ations in reaching a national market. The numbers 1 through 9 were randomly assigned to the nine market areas, just as the letters A through G were used to conceal the identity of the manufacturing firms. Therefore the manufacturer-distributor unit identified as C1 includes Firm C's marketing manager (MMGR), the district representative covering Area 1 for Firm C (MDR), and the manager (DMGR) and two field sales- men (DSM) with the distributor firm which serves as C's exclusive distributive outlet throughout Area 1. Table 16 shows the distribution of the twenty-five units across the nine metropolitan market areas. As an example of the "multiple memberships" accorded the seven marketing managers, it should be noted that the appraisal of market- ing effort by Firm C's marketing manager is included in three of the units-—Cl, C8 and C9. Grouping the respondents into these segments pro- vides a framework for additional consideration of the basic research question regarding intrachannel agreement and its relationship to the marketing effectiveness of channels. The four respondents operating at the "local" level in each group identified the unit they feel is the 119 TABLE l6.--Distribution of competing manufacturer— distributor units. Area Units Number Percentage 1 C1,El 2 8.0 2 B2,F2 2 8.0 A3,B3,D3,E3,G3 5 20.0 AA,BA,EA 3 12.0 5 D5 1 A.O 6 G6 1 A.0 7 B7,G7 2 8.0 8 B8,C8,E8,F8 A 16.0 9 A9,B9,C9,E9,F9 _§_ _gglg 25 100.0 Strongest rival their unit competes with for tractor sales in this area. Values assigned to each of the sixty items by these men reflect their perceptions of the source and extent of differences in the competitive ef- forts of these directly competing manufacturer—distributor units. Each of these segments of data was supplemented by the scores assigned to the sixty items by the appropri- ate division level marketing manager. Unlike the men in the other positions, these managers did not confine their comparisons of marketing effort to a single market area. They compared the combined marketing efforts of their firm and all its distributors with those offered by 120 their strongest rival tractor producer and all the distributor firms carrying this competitive line of tractors. The scores these managers assigned each of the items were determined within this more inclusive frame of reference. The resulting patterns of scores for each of the twenty-five units reflect perceptions of marketing effort among five men who contribute to a given manufacturer's success in a given metropolitan market area. Following a format comparable to that used in analyzing the macrosc0pic segments of data, this phase of analysis centers on the degree of competitive strength assigned the items of comparison. It also centers on measures of the extent of intra-unit agreement regard- ing the advantages or disadvantages associated with each basis of possible competitive differentiation. Likewise both of these variables are correlated with a measure of the "marketing effectiveness" of the twenty—five units. An index of this "marketing effectiveness," based on the respondents' estimates of market shares, was developed for each metropolitan market area. Estimates of the share of the market for wheel-mounted tractors with shovel-loaders that their firm enjoys in each of the market areas were made by the marketing managers with the seven manufacturing firms. District representatives, distributor managers, and field salesmen also estimated 121 the share of the market for tractor shovel—loaders in their respective areas which is accounted for by sales of their brand of tractors. The estimates made by all 173 respondents were first divided into nine groups, each group including assessments of market shares within a marketing area. Each of these groups was further divided into seven groups representing the estimates of the share of tractor sales held by each manufacturer in the marketing area. An average of the estimates of market share enjoyed by each manufacturer in each market area was computed. In three instances where the seven average market share figures for a single area exceeded 100 per cent, each figure was adjusted downward by a percentage equal to the amount by which the original total exceeded 100 per cent. Although the use of aver- ages introduces some obvious limitations, these figures approximate the relative competitive accomplishments of the manufacturer—distributor units within the nine metro— politan market areas. In the preceding chapter means and standard devi- ations were computed from segments of data representing the competitive advantages and disadvantages associated with the six elements or areas of marketing effort. The focus in this chapter is on a larger number of segments, but each segment reflects the judgments of only five re- spondents. Therefore raw score totals are used as 122 descriptive devices to compare perceptions of competitive strength associated with the six elements of marketing effort by members of each manufacturer-distributor unit. Specifically, for each unit the five scores assigned each item were totaled. The totals for the ten items comprising each of the six elements were summed to ob- tain total scores for each element. Tables 17 and 18 show totals of the scores assigned to each of the ele- ments of marketing effort by members of each unit. Table 19 includes the composite scores, or sums of the six element totals, for these twenty—five units along with the market share approximations discussed above. Element Evaluations Among Competitive Units When unit total scores rather than means are viewed as approximations of the extent of favorable or unfavorable strength assigned to the six areas of marketing effort, the range of possible total scores for each element ex- tends from 50 to 250. If all five men in a unit assigned "significant disadvantages" (l) to all ten items included in the element, an element total score of 50 would re- sult. If, on the other hand, there was complete agree- ment that a "significant advantage" (5) is enjoyed on each of the ten points of comparison, the resulting ele- ment total score would be 250. 123 TABLE 17.--Competitive unit element score-totals-- product, service and financial. Unit Code Product Service Financial Score Score Score Cl 188 1A1 1A0 El 152 1A9 160 B2 186 216 15A F2 156 132 117 A3 171 15A 1A8 B3 192 20A 135 D3 1314 158 155 E3 1’49 1145 150 G3 173 120 1A1 A†160 13A 13),; BA 20A 211 1A9 EA 179 126 152 D5 1A5 129 126 G6 193 125 1A2 B7 197 196 1A3 G7 1A3 11o 1A2 B8 200 229 1u7 08 181 157 155 E8 196 1A1 1A2 F8 187 136 1A9 A9 16A 121 1AA B9 203 206 171 c9 187 151 156 E9 180 1A0 1AA F9 156 125 1AA 12A TABLE l8.--Competitive unit element score totals-- personal selling, promotion and personnel. Unit Personal Promotion Personnel Code Selling Score Score Score Cl 157 ‘ 155 150 El 1A8 132 160 B2 206 21A 206 F2 139 119 131 A3 1A2 123 13A B3 201 193 195 D3 156 139 157 E3 1A5 137 151 G3 1A1 123 13A AA 1A0 1A0 1A3 BA 208 196 217 EA 15A 1A9 1A5 D5 122 115 122 G6 117 120 1A5 B7 189 193 19A G7 119 117 130 B8 198 202 202 C8 1AA 1A8 1A9 E8 1A2 15A 1A7 F8 1A5 115 13A A9 135 121 133 B9 208 212 216 C9 129 1A1 122 E9 153 151 150 F9 125 119 133 125 TABLE 19.--Competitive unit composite score totals and market share percentages. Composite Market Share Unit Code Score Percentage Cl 931 2A E1 911 18 B2 1183 30 F2 82A 5 A3 872 2A B3 1120 25 D3 899 6 E3 907 27 G3 832 5 AA 851 8 BA 1185 25 EA 915 23 D5 759 7 G6 8A2 3 B7 1112 - A9 G7 761 3 B8 1178 A2 C8 93A 23 E8 922 19 F8 866 2— A9 818 A B9 1216 35 C9 886 21 E9 918 18 F9 802 l 126 An element total score of 150 is the midpoint of the scale ranging from 50 to 250 and hence, by definition, is the "neutral" point. However, given the limited pre- cision of these totals as measures of perceived advantages and disadvantages, the range of element totals between 1A1 and 159 was arbitrarily defined as a "neutral zone." Total scores equal to or greater than 160 represent favorable unit-wide comparisons or "competitive advan- tages"; total scores equal to or less than 1A0 represent unfavorable comparisons or "competitive disadvantages." There are six element scores for each of the twenty- five units, or 150 separate totals in Tables 17 and 18. Forty-seven of these totals represent advantages with scores ranging from 160 to 229; forty-six of these totals represent disadvantages with scores ranging from 110 to 1A0. The remaining fifty-seven totals fall within the range of scores indicating reasonably comparable competi- tive strengths--the "neutral zone." The strong tendency among all respondents to view product-related points of comparison as sources of decided advantages resulted in ineteen, or 76 per cent, of the twenty-five unit totals for the PRODUCT element which equal or exceed 160. Only one unit score, D3's total of 13A, fell within the range of scores which represents an unfavorable comparison of product lines. Scores assigned the PRODUCT element by members of the four 127 units in Area 8 are typical. Unit B8's total of 200 is the largest, but Unit E8's total of 196 is nearly as great. Members of the other two units in this area, C8 and F8, also feel their line of tractors is competitively superior as the scores of 181 and 186 indicate. These figures are especially interesting because fourteen of the fifteen men included in units C8, E8 and F8 compared their tractors with those produced by Firm B. Although B8 was a near unanimous choice as the strongest competi- tive unit in this area, members of the other three units regularly assigned competitive advantages to their own product lines. As might be expected in light of findings dis- cussed in the previous chapter, scores representing com- petitive advantages in the nonproduct areas of marketing effort are almost exclusively accounted for by the six units formed by Firm B and its distributor firms in Areas 2, 3, A, 7, 8 and 9. The extent of advantages men in these units--covering six different metropolitan market areas--associate with nonproduct related activi— ties is clearly underscored by the figures in Table 20. This table lists all nonproduct element totals which are significantly high or low enough to represent advantages or disadvantages. The six units mentioned above are the only units with totals representing advantages for the SERVICE, 128 now m>HpHpoQEoo wchmoHocH mHmpop panolzpcozp on» no @0939 cho pmnp mpoz* .mmmhm pmxnme och on» :H megHm hOpdoprmHo mpH cam m EHpm anz mchmQEoo muHcs an pom oopcsooom ohm mommpsm> AmHv mad mm mHH mm AHHV AHA be OHH Au Amy mHH mm omï¬ mm «NH mo mHH mm Amv HNH m< mma mo Aka omH we AHH we mmH we OMH Au *oma Hm HNH ma Amv mad Ac Amy mma mm Amy HmH mm :mH em mmH mu mmH Am mmH mo mmH em mmH :m mmH em mmH mm mad mm mma me mad mm mmï¬ me mad mm Any mmï¬ me new mm mma ma mom mm mma Hm mmfl em mmfl mo Hem mm omï¬ mm Amy mmï¬ mm mom mm :MH mm mom mm ema mm mom mm mmH m< mom mm :mH ea *omH Hm :mH ea Ham em :ma mm mHm mm mma mm mam mm mma mm mom mm mmH mm *mmH :m mma mm mam mm :mï¬ ma Nam :m ozï¬ ea :Hm mm o:a.:¢. mom :m oza Ho HAH mm 02H mm mmm mm .emmflo .>e< .emmfla .>e< .ommï¬o .>e¢ .emmflo .>e< .emmï¬o .>e< wcHHHmm Hmccompom QOHpoEopm Hmcompmm HmHocmsHm 00H>nmm .mpHc: qumeEoo macaw meoEon.posoopacos anz ompmHOOmmm mowmpcm>o6mHo can mommucm>om o>HpHpoQEooll.om mqm<e 129 PERSONAL SELLING and PROMOTION elements of marketing effort. The forty—five totals in Table 20 which indi- cate disadvantages show considerable range in both a numerical and a geographical sense. That is, not only are there considerable differences in the degree of unfavorable comparisons, but the members of one or more manufacturer—distributor unit in at least six of the nine areas associate disadvantages with each of these elements except FINANCIAL. There are two points regarding the B units' pattern of element totals that deserve special mention. The first point concerns the extent to which the competitive advantages these men assigned to nonproduct areas of marketing effort rather consistently exceeded advan- tages assigned to their product line. When PRODUCT totals are compared with SERVICE, FINANCIAL, PERSONAL SELLING, PROMOTION and PERSONNEL totals for each of these six units separately, this point is substantiated. Nineteen of the thirty nonproduct totals are greater than the corresponding product-related figure. The notable ex- ceptions are totals for the FINANCIAL element which leads to the second point. In an industrial setting where the expression, "He's buying 'price,' and I'm selling 'quality,'" is frequently used by salesmen to describe the difficulties they encounter with a prospective buyer of heavy equip- ment, the competitive limitations most men in these six 130 units associate with prices, credit and other facets of the financial relations between manufacturer and distributor take on added meaning. The association between perceived advantages in this area, as well as other areas of marketing effort, and marketing success is examined further in the following section. Competitive Advantages and Market Shares Perceived competitive advantages and disadvantages regarding the various elements of marketing effort were correlated with a measure of overall competitive standing in the macroscopic phase of analysis. Means, standard deviations and the rank order of scores assigned the seven rival tractor producing firms were used to measure these associations in a macroscopic context. The micro- scopic segments of data provide for additional exami- nation of the relationship between intrachannel evalu- ations of marketing effort and the degree of marketing effectiveness enjoyed by the channel. The measure of marketing effectiveness in this microscopic context is, of course, the approximate per- centage of area-wide markets for tractor loaders held by each of the twenty-five manufacturer-distributor units as listed in Table 19. This table also includes the unit composite totals, which are totals of the ele- ment scores shown in Tables 17 and 18. 131 The extent of perceived advantages among men in the B units is clearly borne out by the composite score totals for these six units. They are the only four digit totals listed in Table 19. Likewise four of the five largest market share percentages listed in this table are accounted for by B units. The relationship between element score totals and market share figures is quite clear so far as these six units are concerned. However, the extent to which higher scores on all of the six elements correspond with higher market shares among the other manufacturer—distributor units is not so obvious. To determine the degree of association among these variables, figures in each of the columns in Tables 17, 18, and 19 were ranked from 1 (highest) to 25 (lowest). The rank order of these element totals and market share figures is shown in Tables 1 through A in Appendix IV. A Spearman rank correlation coefficient was computed to indicate the degree of association between the set of scores for each element, and the set of composite scores, and the market share percentages. These coefficients along with the respective r2's, which indicate the vari- ance in common between the two variables, are listed below.1 1If the tenuous assumption regarding the randomness of these samples is accepted, all of these coefficients except the .269 figure may be considered statistically significant at the .01 level. 132 Element _s_§_c_g 33 Product .619 .383 Service .819 .670 Financial .269 .072 Personal Selling .765 .585 Promotion .8A8 .719 Personnel .727 .528 Composite .8A7 .717 The indication is clear that the greater the share of tractor sales accounted for by a manufacturer-distri- butor unit, the greater the scores assigned to items in- cluded in all major elements of marketing effort except the FINANCIAL area. Conversely, members of units which account for smaller shares of total tractor sales in their metropolitan market areas feel their efforts in nearly all areas of combined manufacturer-distributor marketing activity compare unfavorably with the efforts of their strongest competitive units. The influence of sample-wide assessments of product—related items as sources of competitive advantages was somewhat signifi- cant in that the coefficients for the SERVICE, PERSONAL SELLING, PROMOTION and PERSONNEL elements are all greater than the coefficient for the PRODUCT element. These larger coefficients suggest that differences in perceptions of nonproduct areas of comparison may be more reliable than differences in perceptions of product 133 comparisons insofar as their predictive capacity in accounting for differences in the marketing effectiveness of these manufacturer-distributor alliances. The relatively low coefficient for the FINANCIAL element is partially explained by the decided disad- vantages members of the six units involving Firm B regularly associated with items (21), Prices, (25), Trade-in Policy, and (27), Manufacturer Support, which includes rental and credit arrangements between manu- facturer and distributor. The point that deserves emphasis in this connection is that managerial and field sales personnel in these units appear to have effectively developed and maintained greater allegiance than most of their competitors from buyers often de- scribed as "price and product conscious." Data repre— senting the judgment of men participating in this study strongly suggest the sources of this allegiance cover a wide range of competitive inputs. The total scores used to determine the correlation between perceptions of competitive strengths and market share figures do not reflect the extent of intra-unit agreement regarding these strengths. For example, the pattern of values circled on a given item of comparison by members of two competing units might be as follows: Unit #1 3 l 3 3 5 Unit #2 3 3 3 3 3 13A The total score for each unit is 15, but there is ob- viously closer agreement among members of Unit #2 in arriving at this evaluation. When the range of intra- unit scores assigned an item is viewed as an expression of the closeness of agreement, the "maximum" agreement would be, of course, a range of zero--perfect agreement; "minimum" agreement would be a range of four in that two of the men circled values at Opposite ends of the scale. These two cases are illustrated in the example above. Because the data do not warrant a more refined treatment, this facet of analysis centered on these ranges as measures of intra-unit agreement. The range of scores assigned each of the sixty items by members of the twenty-five units were computed. These figures were totaled for each element, just as total element scores were determined. The totals are rough approximations of the extent of agreement among unit members in their ap— praisals of the six elements of marketing effort. The twenty—five totals for each element, and composite totals, were ranked from 1 (lowest) to 25 (highest). The set of ranks representing intra—unit agreement on each element, as well as the composite measures of agreement, were correlated with the corresponding set of ranks repre- senting total scores assigned to each element and a composite total score. 135 The Spearman rank correlation coefficients listed below indicate the degree of association between "high" agreement and "high" scores on each element among mem- bers of the twenty-five manufacturer-distributor units. Element 9599 33 Product .528 .278 Service -.033 .001 Financial .168 .028 Personal Selling .A07 .165 Promotion .A99 .2A9 Personnel -.188 .035 Composite .A02 .161 These coefficients indicate some tendency toward closer agreement when scores were nearer the "advantage" end of the scale. The higher PRODUCT element coefficient is not too surprising in that a majority of respondents, regardless of manufacturer affiliation or geographic location, circled larger values on items listed in this section of the questionnaire. A more relevant point of concern is whether or not members of units with greater measures of effectiveness-- larger market shares--agree more closely in their evalu- ation on the various areas of marketing effort. The intra-unit agreement ranks were also correlated with market share ranks. The association between these vari- ables is expressed by the following coefficients. 136 Element 9999 33 Product .675 .A55 Service .0A0 .001 Financial .236 .556 Personal Selling .363 .131 Promotion .597 .366 Personnel .037 .001 Composite .A99 .2A9 Three of the figures, .675, .597 and .A99, are sufficient evidence for rejecting the null hypotheses that these variables are not related in the population of which these units are a sample (at the .01 level of signifi- cance). Because the samples were not randomly selected in the strict sense of the word, such an inference is perhaps unwarranted. Furthermore, as was pointed out earlier, patterns of scores in this phase of the analysis are used as descriptive devices to highlight trends rather than precise measurements. However, the coefficients do suggest that there is some tendency among members of manufacturer-distributor units accounting for larger market shares to agree more closely in their assessments Of advantages and disadvantages associated with major elements of their joint marketing effort. Unit Element Scores as a Basis for "Channel Audits" Grouping element scores for all units associated With a single manufacturing firm provides a framework for 137 isolating and identifying "soft spots" in marketing efforts throughout the distributive network formed by this firm and its distributor firms in the major market areas. In this sense comparisons of unit element scores become inputs for "auditing" the perceptions of advan- tages and disadvantages in six areas of marketing activity within several geographical competitive settings. If an element total of 150 is arbitrarily defined as a "neutralized" effort for any given element, totals greater or less than 150 indicate the extent of perceived advantages or disadvantages attributed to this element by members of the different manufacturer-distributor units. Marketing and sales managers with the manufacturing firms may scan the scores for totals that are unusually high or low relative to other totals within an area, or relative to totals for the same element in all the other areas. Unusual unit element scores may then be investigated further in terms of individual scores assigned to the ten separate items comprising each element by both manu- facturer and distributor personnel. In Table 21 element scores for the twenty—five units discussed throughout this chapter are shown in seven groups, each including the units aligned with one of the rival tractor producing firms. 138 omH NHH mHH meH QHH meH em meH omH sHH meH mmH mmH we HmH mmH HHH HeH omH meH mo mmH mHH mmH 33H mmH mmH mm HMH mHH meH meH mmH HmH mm HmH mHH mmH 53H NMH mmH mm omH HmH mmH 33H oeH omH mm AHH emH NHH meH HeH mmH mm meH meH emH mmH mmH mAH em HmH smH mi 0.3 93 m: mm owH mmH weH omH meH mmH Hm mmH mHH mmH mmH mmH meH mm emH mmH mmH mmH mmH :mH mo NNH HHH .mmH mmH HmH AwH mo meH meH :eH mmH emH HmH we omH mmH emH oeH HHH me Ho mHm mHm mom HAH mom mom mm mom mom me seH mmm com mm :3 mmH SH SH mmH 3H em HHN mmH mom meH HHm Hem Hm mmH mmH Hem mmH Hem mmH mm pom :Hm mom :mH mHm mmH mm mmH HmH mmH eeH HNH 30H ma meH oeH oeH HMH HMH 00H :2 emH mmH NHH meH emH HHH ma msHHHmm Hmflcomhmm COHDOEOhm Hacomhmm HMHOSGQHR m0H>chm poSUOhm pHGD .mmcHoom PQmEGHO MmeHm .HO NHL“MEII.HN HQm<B 139 Five examples of the managerial insight that might result from "channel audits" based on element scores are briefly described below. Example #1 Appraisal of the SERVICE element by members of Unit A9 resulted in an exceptionally low score. This total of 121 is low relative to the other element scores for this area--except PROMOTION which was equally low. More importantly, it is well below the SERVICE scores in Areas 3 and A, the only other areas for which data is available from personnel representing Firm A. Closer examination revealed that particularly low scores were assigned by all five men to the following items: (12) Availability of Parts (15) Customer Education (16) Shop Facilities-—the district representative and both salesmen assigned "significant dis- advantages" to this item. (19) Field Service Example #2 The SERVICE element score for Unit EA is comparable to the revelation discussed in Example #1. The 126 total for this element is not only much lower than SERVICE totals in other areas, it is the lowest score assigned any element in all five market areas. 1A0 The notably low item scores contributing to this element total of 121 were: (11) Delivery--there was decided disagreement between the distributor principal and his salesmen on this item. (12) Efficiency--scheduling and completion of service and repair work were viewed as a source of disadvantages by all unit members. Example #3 Comparisons of PERSONAL SELLING items made by men in Unit F9 resulted in a score of 125 which compares un- favorably with scores assigned this element by Units F2 and F8. Although none of the ten items was viewed as a source of competitive advantage, marked disadvantages were associated with the following items: (36) Source of Information (37) Market Knowledge (38) Reputation (39) Experience and Training (A0) Planning Of particular significance is the fact that the manager with this distributor firm, which is a new account with Firm A, viewed gll_of the items in this element as sources of significant disadvantages! Clearly there is a need for further information and more direct 1A1 communication between managers of the two firms compris- ing this unit. Example #A The slight competitive disadvantage members of Unit C1 attributed to the FINANCIAL element first ap- peared to be primarily accounted for by unit-wide low scores on item (28), Operating Capital. However, fur- ther investigation revealed that the managers (MMGR and DMGR) rated item (27), Manufacturer Support as a slight advantage, but field personnel with both firms (MDR and DSM) viewed this item as a source of significant dis- advantage. Example #5 The pattern of scores across all six elements for Unit D5 indicates both widespread and significant com— petitive disadvantages confront Firm D in Area 5. Especially disturbing is the consistency with which low scores were assigned nearly all items by all five men within this unit. This is perhaps emphasized most strongly by the scores for items (31), Product Knoweldge, the sine qua non of personal selling efforts in the heavy construction equipment industry, and (37), Market Knowl- edge, which concerns awareness of growth accounts in the area and key individuals within these accounts. Both these items were rated as slight or significant dis- advantages by all five men! 1A2 There are some obvious limitations to using data in this form for "channel auditing" purposes. It under- scores variances in perceptions of competitive effort, but it does not disclose reasons for these variances. It assumes identical evaluative processes among all men making the comparisons. It assumes that the six elements of marketing effort are equally influential in terms of their impact on prospective buyers, although adjustments in this connection can be incorporated by management. Table 21 includes data from all twenty—five units. Marketing and sales managers with any one of the seven manufacturing firms would normally not have data from competitive units made available to them. They must focus on data representing perceptions of competitive effort among members of manufacturer-distributor units within their own distributive networks. Nevertheless periodic analyses of data cast in this form could become a frame of reference for developing improved allocations of channel-wide efforts which reflect the relative com- petitive strengths and limitations confronted in various geographic market settings. The strength of such "channel audits" is their specificity—-specific items, elements, areas, individuals and competitive firms are all units of analysis that may provide further insight into condi- tions surrounding the marketing effectiveness of a manu— facturer—distributor competitive unit in a given market area. 1A3 Summary of Microscopic Analysis The analysis of twenty-five "vertical" segments of data, representing perceptions of marketing effort among five men who influence a given tractor manufacturer's competitive strength in a single metropolitan area, focused on the relationships between measures of these perceptions and approximations of market shares held by the manufacturer-distributor units. Scores assigned each source of potential competitive advantage by unit members were summed and listed as ele- ment total scores. Measures of the extent of intra-unit agreement regarding the advantages and disadvantages associated with the six areas of marketing effort were also computed. Analysis and comparison of the twenty- five intra-unit appraisals of marketing effort and the corresponding measures of marketing effectiveness-~area market share percentages--revealed: (l) a not unexpected pattern of perceived com- petitive advantages across nearly all facets of marketing activity among members of the six units involving Firm B, (2) a significantly large number of scores indi— cating the SERVICE, PERSONAL SELLING, PRO- MOTION and PERSONNEL areas were viewed as sources of decided disadvantages within units competing against the B units in nearly all market areas, (3) (A) (5) 1AA a high degree of association between intra- unit assessments of competitive strengths in all six elements and the share of area- wide markets for tractor sales held by the competitive units, a lower but not insignificant degree of positive correlation between intra-unit agreement or perceptual congruency and marketing effectiveness, and a technique utilizing unit element scores, in the form of "channel audits," as the basis for improved strategy formulation and tactical adjustment designed to "individual- ize" the total market offering of manufacturer- distributor units in various competitive settings. CHAPTER VI A SUMMARY OF THE STUDY: RESULTS AND RECOMMENDATIONS This research effort dealt with the nature of differential advantages and marketing channels as inte- grated systems of cooperative action by member firms. In the literature of marketing these two concepts are often implicitly connected. That is, if a channel is to offer a unified, coordinated marketing effort, it is assumed that the effectiveness of this effort will be a function of one or more competitive advantages. In this context, the channel becomes the "competitive unit" and the bases for these potential advantages range over all facets of the combined marketing activities of channel members. Their contributions to this combined effort are not always equal, but in the absence of some necessary degree of agreement and cooperation their competitive effectiveness may be limited in both an individual and collective sense. In this connection it was prOposed that intra- channel agreement--agreement among men influencing marketing functions at various operational levels in 1A5 1A6 a channel--regarding the competitive "advantages" or "disadvantages" associated with a channel-wide range of marketing activities--each representing a source of possible competitive differentiation--would have some meaningful relationship to the marketing effectiveness of the channel as a competitive unit. This thesis presented an analysis and evaluation of this prOposal and other dimensions of the strategic implications of combining the concept of differential advantage with the concept of a marketing channel as a unified system of action. The analysis focused on measures of the relative marketing effectiveness of competing manufacturer—distri- butor alliances and the competitive advantages and dis- advantages marketing personnel within these alliances associate with sixty sources of possible differentiation which cover six inclusive elements of channel-wide market- ing activity. The total sample of participating firms included nine groups of manufacturer-distributor channels or competitive units. Each group was comprised of units which compete for sales in a prescribed metropolitan trading area. Men occupying managerial and field sales positions with both firms in each unit identified the rival unit they feel offers the strongest competition in their respective trading areas. 1A7 Respondents compared their unit's marketing effort with that offered by this rival unit for each of the sixty items which individually or in a variety of-combi- nations may contribute to the marketing success enjoyed by these competing units. Competitive advantages or disadvantages corresponding to favorable and unfavorable comparisons were assigned to the sixty items by each respondent. Analysis of "horizontal" segments of data revealed areas of greatest congruency and variance in the perceptions of marketing effort among managers and field sales personnel at both the manufacturer and distributor levels of operation. .Analysis of "vertical" segments of data, each representing the perceptions of men within competing manufacturer-distributor alliances, underscored the pattern of evaluations that tended to be associated with greater degrees of marketing success. The discussion included in the remaining pages of this thesis centers on a summary of the research results and recommendations suggested by these results. However, both the results and the recommendations must be con- sidered in the light of qualifications surrounding the research design and methodology. Generalizations from the findings are limited by the restricted sampling pro- cedure. The investigation was confined to a sample of men with selected manufacturing and distributing firms in a single industrial setting--the heavy construction 1A8 equipment industry. Product—related comparisons of marketing effort were restricted to a single "repre- sentative" type of equipment--wheel-mounted tractor shovel—loaders. The judgment of men participating in this study may not reflect the views of all personnel who directly or indirectly influence marketing oper- ations with these firms. Even within this setting, the two criteria for selecting a sample of distributor firms--a product line which includes a major tractor account and a trading area covering one of nine metropolitan markets--resulted in a sample of construction equipment distributor firms which are larger than the "average" firm of this type in terms of sales volume, manpower requirements, and other factors related to the scale of operations. The seven manufacturing firms included in the study are also larger than the "average" firm producing equipment and machinery for the heavy construction market. These firms account for approximately 85 per cent of the national sales of wheel-mounted tractor shovel-loaders. In all but one case these firms are actually divisions of larger corporations. However, in both an organiza- tional and Operational sense the relationship between these firms and the independently owned and operated distributor firms included in the study is representa- tive of distributive arrangements throughout the 1A9 construction equipment industry and not notably differ— ent from channels in other segments of industrial market- ing. Marketing personnel with the participating firms indicated, through mailed questionnaires, their per— ceptions of advantages or disadvantages associated with sixty items which represent possible bases of competi- tive differentiation. Each man circled one of five numerical values assigned to points on a scale ranging from "significant disadvantage" (l) to "significant advantage" (5). Means were computed as approximate measures of the disadvantage or advantage assigned each item by segments of respondents. Standard deviations were computed to reflect the extent of agreement among these respondents in their evaluations of each item. Similarly, measures of the relative marketing effective- ness of competing manufacturer—distributor alliances-— in the form of rankings of overall competitive strength and estimates of market share percentages--are approxi- mations based on the collective judgments of the partici- pating managerial and field sales personnel. Hopefully, the results offer insight into marketing- related manufacturer—distributor relations in the specific industrial setting of construction equipment marketing. In a broader context, the results suggest a framework within which conventional approaches to improving the 150 effectiveness of joint efforts by firms aligned in marketing channels in other industrial settings may be critically reappraised. Review of the Findings In the "horizontal" phase of analysis the respond- ents were grouped solely according to their positions in the channels. Manufacturer affiliation was not con- sidered. This phase of the analysis resulted in a pro- file of specific competitive "advantages" and "dis- advantages" as perceived from four different vantage points in the competing manufacturer-distributor units. The reader should be mindful of two points regarding the scores assigned each item by the participating managers and field sales personnel. The scores do not indicate the absolute competitive strength or weakness attributed to each item; they reflect the strength associated with each item relative to the marketing effort of the unit they identified as their strongest rival for tractor sales within a given trading area. This, in turn, emphasizes the point that not all respondents considered the same two brands of tractors when making evaluations of the product—related points of comparison. Likewise scores assigned to the nonproduct facets of marketing effort reflect evaluations of these activities by men positioned throughout the channel units the seven producers maintain in each of the trading areas. 151 The mean and standard deviation of scores assigned each of the sixty items were computed for the following four sub-samples of respondents: Manufacturing Firms Division Marketing Managers (N=7) District Representatives (N=56) Distributor Firms Principals, Presidents or General Managers (N=37) Field Salesmen (N=73) Comparisons of these means revealed items which were viewed similarly, either as "advantages" or "disadvantages," by men in all four positions in the manufacturer-distri— butor units through which gll_seven manufacturing firms compete for tractor sales in glanine trading areas. In addition to these "universal" bases of perceived competi— tive strength or weakness, the data revealed some facets of channel-wide marketing effort which represent points of significant interposition differences in perception. From this phase of the investigation it would ap- pear that, in summary, the following general conclusions are warranted: 1. That a very pronounced and widespread emphasis is placed on product—related components of competitive effort as bases of favorable differentiation. 152 Nine items were rated as "advantages" in the col- lective judgment of men in each of the four positions. Eight of these "advantages" were accounted for by pro- duct-related points of comparison. Engineering, design and operator benefits were viewed as particularly favor- able sources of competitive differentiation by nearly all the respondents, regardless of the tractor manu- facturer they represent. Warranty fulfillment was the ninth item accorded widespread rating as an "advantage." Although this item involves the service capabilities of both manufacturers and distributors, the scores assigned to it were con- sistent with the sample-wide tendency to perceive com- petitive advantages as synonymous with product superiority. 2. That several facets of joint manufacturer— distributor marketing effort which would appear to contribute directly to the effective develop- ment and maintenance of perceived product- related "advantages" are viewed extensively as sources of unfavorable comparisons, or "disadvantages." Notable among the items rated toward the "dis- advantage" end of the scale by most of the men in all four positions were customer education and demonstration proficiency which would appear to complement the exten- sive "advantages" attributed to such product-related 153 items as versatility, durability, mobility, economy, as well as the apparent sine guo non of product ad- vantages mentioned in (l) above--engineering, design, and Operator benefits. Similarly incongruous is the predominant per- ception of warranty provisions and the fulfillment of these provisions as sources of favorable differentiation, while the availability of parts, shop facilities and service supervision are collectively rated by men in each position as areas where their manufacturer—distri- butor unit compares quite unfavorably with its strongest rival unit. 3. That, as might be expected, marketing personnel throughout the channels tend to attribute greater degrees of competitive strength to those aspects of marketing activity which they most directly control or which influence their own operational contributions to the channel- wide marketing effort. For example, district representatives as a group view floor planning policies, rental and credit arrange- ments, and other aspects of financial support extended by their firms to distributors as sources of favorable differentiation. Distributor salesmen, however, tend to perceive these items as handicaps in their efforts to complete effectively with rival manufacturer-distri— butor units. 15A On the other hand, the prevalent judgment among these same salesmen is that they have an advantage over their rivals insofar as their reporting of competitive activities and other relevant data to management. District representatives do not agree and tend to associ- ate unfavorable comparisons with this aspect of personal selling at the distributor firm level of operations. A. That financial aspects of channel relationships account for the most emphatic differences of opinion between marketing managers at the manufacturer level and distributor managers. Distributor principals feel their efforts to con- trol costs and their trade-in policies are comparable to those of their strongest competitors. Marketing managers with the tractor manufacturers View these areas as de- cided disadvantages throughout their network of distri- butors. Marketing managers with suppliers perceive the availability and terms regarding credit and other means of manufacturer financial support as beneficial inputs for channel operations, but distributor managers do not associate competitive advantages with these aspects of the channel-wide market offering. 5 . That ambiguity and conflict surrounding the role of district representatives may be a major impediment to improved intrachannel communication and effective coordination of interfirm activities as a competitive unit. 155 In light of the district representatives' potential contributions as vital links in the two—way flow of in— formation between managers in the channels, the decidedly negative assessment of their contribution by distributor management is disturbing. As Ridgway pointed out concerning the role of the district representative's counterpart in another channel setting: "It is the district manager himself . . . who has most direct contact with the dealer, and what is called 'manufacturer-dealer relations' is often actually the personal working relationship between a dealer and the district manager."1 6. That a comparison of strengths and weaknesses across the sixty sources of possible competi— tive advantage, as perceived by men influenc- ing many facets of the marketing efforts of competing manufacturer-distributor units, clearly suggests that the development of non— product components of marketing effort holds considerable promise for favorable competitive differentiation among these rival units. lValentine F. Ridgway, "The Administration of Manufacturer-Dealer Systems" (unpublished Ph.D. disser- tation, Cornell University, 1963), p. 1A1. 156 Competitive superiority is extensively and almost exclusively associated with perceived differences in the competing products. When the data were grouped into segments repre- senting the judgments of men throughout the distributive network of each manufacturing firm (competitive combi- nations) and rival channels in specific trading areas (competitive units), the most obvious correlate of marketing effectiveness was a wide range of bases of favorable differentiation which extends across many nonproduct facets of competitive effort. In the "vertical" phases of analysis the respond- ents were divided into groups representing competing manufacturer-distributor alliances. In the first phase seven segments of data were considered, each reflecting the responses of those allied with a single manufacturer. In the second phase twenty-five segments of data were considered, each reflecting the judgments of five men who influence a given tractor manufacturer's competitive strength in a single metropolitan trading area.. The analysis focused on patterns of responses indi- cating which elements of marketing effort are perceived as competitive advantages or disadvantages by group mem- bers and the extent of their agreement in making these judgments. The degrees of association between these variables and measures of the marketing effectiveness of the competing alliances were determined. 157 This phase of the analysis revealed findings which suggest the following general conclusions: 1. That one of the participating manufacturing firms is clearly rated as the strongest, most effective competitor for tractor sales among the men who participated in this study. A ranking of competitive firms by managers and district representatives with the suppliers, and market share estimates by men located in each of the trading areas clearly substantiated this tOp rating. 2. That despite the position of competitive leadership accorded this tractor producing firm, the vast majority of participating managers and field sales personnel throughout the distributive networks of the other six manufacturing firms contend that they offer a "superior" line of tractors. Product features and performance capabilities accounted for a sample-wide "core" of perceived competi- tive advantages. 3. That many nonproduct facets of manufacturer- distributor marketing effort are consistently perceived as sources of competitive advantages by marketing personnel throughout the channels the leading manufacturing firm forms with distributor firms in the nine trading areas studied. 158 Men in the rival channel units agree with this evaluation. Unlike their product-related comparisons which yielded a pattern of "universal" advantages, they tended to view other marketing activities, the most notable being service and personal selling, as com- petitive disadvantages. A. That men throughout the manufacturer—distri- butor competitive units which account for larger shares of tractor sales in these trading areas View nonproduct elements of their joint marketing efforts as sources of greater com- petitive advantages than the favorable differ— entiations they associate with their line of tractors. Figures reflecting the extent of their perceived competitive strength across the service, personal selling, promotion and personnel areas of marketing effort, rela- tive to rival channel units, exceeded advantages attri- buted to product comparisons. 5. That there is a consistent and considerable relationship between measures of perceived advantages and disadvantages in gll_major elements of joint manufacturer—distributor marketing effort among members of the com- peting interfirm alliances and measures of the marketing effectiveness of these alliances. 159 Rank correlation coefficients computed in both the macrOSCOpic and microscopic phases of analysis indi— cate that respondents throughout channels which enjoy greater measures of marketing effectiveness tended to perceive mpgg_favorable competitive differentiation than their counterparts throughout channels that have been less effective in this Specific competitive setting. 6. That there is also a notable relationship between measures of intrachannel agreement regarding the extent of 9299_competitive advantages 999 disadvantages and measures of the marketing effectiveness of competing channel units. Rank correlation coefficients were also computed which indicate that respondents throughout the distri- butive networks of the competitively "stronger" manu— facturing firms tended to agree more closely in their evaluations of individual areas of marketing activity-- whether the area was viewed as a source of competitive advantage 93 disadvantage—-than respondents representing the firms judged to be "weaker" overall competitors.2 2The positive correlation coefficients relevant to general conclusions 5 and 6 do not, of course, sup- port any conclusions regarding the causal relationship between these variables. 160 7. That the competitive vitality of many channel relationships in this industrial setting may well be inhibited by a disproportionate allo— cation of effort and concern regarding pro- duct offerings and a failure to develop channel— wide marketing strategies which attempt to favorably differentiate more facets of market- ing effort. Clearly, nonproduct and nonprice dimensions of the combined marketing "inputs" of suppliers and distribubors aligned in the more effective competitive units repre- sent not only possible, but probable bases of lasting competitive differentiation. In this connection it should be noted that men marketing the leading brand of tractor Shovel-loaders View prices of products in their line as decidedly dis- advantageous. Their negative assessment of comparative prices exceeded all other competitors by a sizeable mar- gin. Likewise, other facets Of their intrachannel finan- cial relations were rated as disadvantages. 8. That greater managerial awareness of interfirm perceptions of the competitive advantages and/ or disadvantages associated with more facets of channel-wide marketing effort may serve as the principal basis for improved strategy formulation designed to increase the effective- ness of channels as competitive units. 161 Increased awareness of this sort may be attained through "channel audits" of scores representing the per- ceptions of advantages and disadvantages in Six major areas of marketing activity among men throughout channel units in several geographical competitive settings. A review of these scores provides a framework for isolating and identifying significant disagreement re- garding the sources and extent of competitive strength throughout the distributive network formed by a manu- facturing firm and its distributor firms in specific trading areas. The findings of this research effort substantiate the significance of combining the concepts of differen— tial advantage and marketing channels as competitive entities. The dimensions of competitive differentiation between marketing channels in this investigative setting are manifested in a broad range of marketing "inputs." Some of them originate at the supplier level. Others originate at the distributor level. But all require some degree of development or support from management and other personnel at both levels. One of two questions posed early in this thesis concerned the relationship between intrachannel agreement regarding the sources and significance of this differentiation and the market— ing effectiveness of channels as competitive entities. The analysis revealed a clear relationship and as a 162 result lends credence to the conceptual model of inter- firm marketing relations for the attainment of mutual benefit. An additional question concerning possible oper- ationsl applications that might result from the findings was also posed. Conceptualizing marketing channels as competitive units with jointly develOped and sustained bases of possible competitive differentiation which mutually benefit member firms does have operational value for men with marketing-related functions and re- sponsibilities with firms aligned in channels. It will add further meaning and insight to the conventionally agreed upon need for interfirm communication and cooper— ation. It will underscore the complementary nature of many marketing activities undertaken at all levels of operation within channels. But more important and more operational are the benefits that may be derived from greater appreciation of intrachannel perceptions of these activities. Often management with manufacturing firms seems to develop channel relationships with what might be called a "national market mentality"—-an implied homo- geneity of operational problems and conditions through— out the network of distributor firms offering their pro- ducts to "representative" customers and prospects in all market areas. This frame of reference obscures the 163 value of conceptualizing marketing channels as competitive units. The manufacturing firm becomes a common partner with each of its distributor firms in comprising competi- tive units in specific geographical areas. Consequently the focus of managerial concern, from both the supplier and distributor points of view, should center on the recognition of unique or unusual conditions regarding the competitive environment in separate trading areas and the marketing efforts of units competing in these areas. Variances in evaluations of the competition and the source and extent of differentiations between com— petitors by men influencing a manufacturer-distributor unit's marketing posture within these geographical settings will emphasize these conditions. In this re- gard the "channel audit" technique outlined earlier is an operationally-oriented application of the conceptual model. These "audits" may aid in the development of interfirm relations which directly or indirectly contri- bute to more purposeful channel-wide marketing efforts by individual competitive units in a distributive net— work. As Alderson and Green point out, "the main function of an audit is a critical review of the matching of oppor- tunity by effort. The purpose of the new plan will be to improve on the application of effort to opportunity."3 3Alderson and Green, op. cit., p. 392. 16A The Paradox of Perceived Product Superiority The widespread "competitive advantages" associated with each of the competing products is somewhat paradoxi- cal. A majority of men aligned with six competing manu- facturing firms identified the same firm as their strong— est rival. Trading areas market share figures confirmed this supplier's position of leadership. Yet there is a stated conviction among marketers of each of these brands of tractors that their own product line is superior to all others. Consequently the data do not reveal a clear answer as to which firm offers the "best" line of tractors in the collective judgment of sample members. The scores indicating product-related competitive advantages are "neutralized." It is clear, however, that more purchasers of wheel- mounted tractor shovel—loaders in the nine metropolitan areas included in the study favor the offerings of one of these firms--the firm with the largest market share in six of these trading areas. At the same time, the data reveal a clear pattern of the sample members' perceptions of strength in many nonproduct facets of competition. Men with the top ranked firm view these areas of marketing activity as sources of their greatest advantages—-relative to the efforts of their competitors. Men with these rival firms generally agree with this judgment and it should be noted that the scores indicating their perceptions of 165 strength in these activities—-relative to the efforts of the top ranked firm--also tend to be "neutralized." This pattern of scores seems to signify that differences be- tween the competing product lines are either not recog— nized or acknowledged by the respondents, while differ- ences in competitive efforts throughout the distributive networks which support the selling, servicing, financing and promoting Of these product lines are clearly recog- nized. One might argue that a product-related bias should be anticipated when polling the opinions of men influencing the marketing of industrial equipment. However, to antici- pate such a result is one thing, to understand it fully is quite another. The seemingly contradictory patterns of product evaluations raise some unanswered questions which suggest supplemental research which can only be considered in the context of conjecture at this point. What might be reasonable explanations for the near unanimous belief in nearly all product-related points of comparison as sources of favorable competitive differentiation? It may be that the respondents do not have sufficient knowledge of competitive products to allow for an ob- jective comparison of their products with rival brands. If this is the case there appears to be a tendency to overemphasize the "benefits" connected with their own product Offerings. It is also possible, of course, that 166 the instrument used to gather data may have failed to provide for meaningful product comparisons. Perhaps a more precise description of features, design, perfor- mance capabilities and the like is necessary before clear distinctions between competing products can be made. Perhaps the most likely reason for the universal perceptions of product "advantages" is the extent of emphasis placed on product-related details and descrip- tions in so much of the instructional and informational material supplied by manufacturing firms to their distri— butors. This emphasis is also a central part of the com- munication firms at both levels of Operation direct at customers and prospects in the markets they serve. These remarks are not intended to imply that product knowledge is not an important ingredient in effective marketing communications in this competitive setting--in the form of both personal selling and promotion. There is also no intention to imply that product features and perfor— mance capabilities are not key dimensions of differenti- ation in the evaluation of competitive offerings among buyers of heavy construction equipment. What is intended, and what the findings of this study suggest, is a recommendation for reassessment of the priority placed on product offerings and product knowledge, per se, relative to priorities placed on 167 many nonproduct components of marketing effort as possi- ble sources of meaningful competitive differentiation. Product differences in a strict physical sense simply may not be as important to buyers of heavy construction equipment as many sellers in this segment of industrial marketing seem to feel they are. As one experienced contractor put it: I feel the average contractor is satisfied with the salesman who has the basic knowledge and no more. The buyer isn't a mechanical engineer and has no understanding of the technical stuff some salesmen throw at you. If I see a piece of equipment that's working well on some other contractor's job, I don't want to hear a long, detailed story about the engineering of the machine . . . it might even kill the sale. Whether or not this man's views represent the feel- ings of the "average" contractor or other individuals making or influencing equipment purchases can only be determined through further research. Nevertheless it appears that the success enjoyed by channel units with larger market shares in this study is the result of a "package" of competitive inputs which transcend favor- able product-related points of comparison and include many other want-satisfying facets of channel-wide market- ing efforts. u"CE News Interview," Construction Equipment News, (October, 1957), 1A. The article presents questions and answers from an interview with William M. Wyant, Presi- dent of William M. Wyant Co., Inc., Chicago, Illinois. 168 Yet it must be pointed out that no weights were assigned to the sixty sources of possible differenti- ation in terms of their impact and influence on pur- chase decision-makers. Obviously they are not of equal importance and the product offering, of course, is the most important. An optimum allocation of channel—wide effort among these competitive inputs can not be deter- mined from the findings of this study. Similarly, an optimum blend of interfirm control and responsibility for this allocation was not considered in this study. Both these problems require additional research. Benefits of the "Conceptual Marriage" It was proposed early in this thesis that success- ful competitive effort requires a total market offering which converts greater numbers of prospects into cus— tomers and maintains loyalty among present customers. To attain this success a firm must develop and sustain some image Of meaningful uniqueness--some basis for favorable buyer discrimination among competitive offer- ings in given markets. Sources of possible competitive differentiation were discussed within a framework sug- gested by the writings of Wroe Alderson, Edward Chamber- lin, John Maurice Clark, and others. These advantages may take the form of both tangible and intangible differ- ences in the perceptual framework of individuals who 169 influence or make purchase decisions. When considered in this context, bases of possible competitive advantages extend across nearly every facet of a firm's total marketing effort. When a manufacturing firm's products are moved to buyers in specific market areas through distribution channels, much of the marketing activity undertaken by other firms in the channels also influences the competi- tive effectiveness of the manufacturing firm. Similarly, much of the manufacturing firm's marketing effort in- fluences the competitive strength these intermediaries may enjoy in their own trading areas. Most current research concerned with the formation and operation of marketing channels is developed through variations of a systems perspective which emphasizes intra- channel functional relationships and patterns of inter- action. Discussions of channel relationships in this context include an expressed or implied assumption that the activities of individual firms should be combined in a closely coordinated, OOOperatively implemented effort. The traditional View of marketing channels as "fragmented, potentially unstable, networks, in which vertically aligned firms bargain with each other at arm's length, terminate relationships with impurity, 170 and otherwise behave autonomously"5 has been thrust aside by contemporary marketing scholars who tend to agree that "the analysis of factors affecting marketing channels rests on the conception of a system of action of which the individual firms are elements."6 This thesis argues that a central component of this "system of action" is an amalgam of marketing activities-—a channel-wide marketing effort—-which accentuates the connection between interdependent, mutu- ally beneficial aspects of channel relationships and the competitive effectiveness of interfirm alignments. The model incorporated in the design and development of this research effort combined two concepts--the concept of differential advantage in a competitive environment and the concept of marketing channels as competitive entities. Conventional prescriptions for improved marketing oper— ations reflect an awareness and appreciation of these concepts, but in an individual, non-related sense. The evaluation and analysis of data generated in this study suggest a framework for application of this 5Bert C. McCammon, Jr., "The Emergence and Growth of Contractually Integrated Channels in the American Economy" in Peter D. Bennett (ed.), Marketing and Economic DevelOpment (Chicago: American Marketing Association, 1965), p. A96. 6Wroe Alderson, "The Development of Marketing Channels" in Richard M. Clewett (ed.), Marketing Channels for Manufactured Products (Homewood, Illinois: Richard D. Irwin, Inc., 195A):'p. 22. 171 "conceptual marriage" to distributive relationships between firms in other industrial settings. The three central benefits of this framework may be summarized as follows: 1. It focuses attention on a wide range of activities and functions--developed and implemented at various operational levels within a channel--which individually, or in some combination, may contribute to a more durable and favorable differentiation between the total market offerings of competing channel units among individuals evaluating these offerings in given markets. It emphasizes the relationship between intra- channel assessments of these activities-—as sources of competitive advantages or dis— advantages-—and the marketing effectiveness of the channel as a competitive unit. It points out the managerial implications-— in terms of "localized" strategy formulation --of greater sensitivity to the specific competitive environment within which rival channel units compete for sales and profits. Conceptualizing the combined marketing activities of firms aligned for distributive purposes in this con- text underscores the true nature of the most perplexing 172 problem of channel management. As Reavis Cos suggests, "the real problem is to evolve some workable situation that will achieve reasonably well both the objectives of the over-all system and the objectives of its com- ponent parts."7 The findings of this research effort and the renewed perspective of channel relationships these findings suggest are forwarded as additions to this evolutionary process. Cox, op. cit., p. 212. APPENDICES 173 APPENDIX I DATA GATHERING INSTRUMENTS 17A 175 EXHIBIT 1A Cover Letter to District Representative-- First Mailing As part of our continuing interest in all phases of busi- ness enterprise, we are gethering data from various sales and marketing personnel with selected manufacturers and distributors of construction equipment. Our objective is a detailed analysis of the marketing aspects of manu— facturer and distributor relationships. This research project has the support and encouragement of Associated Equipment Distributors. In addition, we have discussed the nature and objectives of the study with marketing or sales management personnel with each cooperating manufacturer. We are pleased with their interest in the study and their desire to be in- cluded in all aspects of the analysis. They Share our feeling that the objectives of our research effort offer much promise for a thorough and insightful analysis of the competitive aspects of manufacturer-distributor relationships in the marketing of construction equipment. In this connection, manufacturer managers have completed and returned questionnaires to us, along with the names and addresses of their district representatives covering each of the metropolitan market areas included in the study. The cooperating manager in the case of your firm is . SO that the study may include a complete set of responses from personnel with your firm we would like you to complete the enclosed questionnaire. It is designed to provide us with your judgments concerning several aspects of the marketing efforts of your firm and the distributor firm carrying your construction equipment in a given metropoli- tan market area. Because our sample of participating firms has been care- fully and selectively developed, your time and effort in completing this questionnaire is especially important. Your cooperation is sincerely appreciated. Yours very truly, Parker M. Worthing W. J. E. Crissy, Ph.D. Research Director Chairman of the Research ’ Committee 176 EXHIBIT 1B Coveeretter to Distributor Managers-- First Mailing As part of our continuing interest in all phases of business enterprise, we are gathering data from various sales and marketing personnel with selected manufacturers and distributors of construction equipment. Our objective is a detailed analysis of the marketing aspects of manu- facturer and distributor relationships. This research project has the support and encouragement of Associated Equipment Distributors. You may recall recently receiv- ing a letter from P. D. "Bud" Hermann, AED Executive Director, urging you to cooperate with our data gathering efforts. In this connection, we would like you and two of your field salesmen to complete the three enclosed question- naires. They are designed to provide us with your judg- ments concerning a number of Specific aspects of your firm's competitive effort. Specifically, we would like yï¬g to complete the questionnaire with the designation GR) in the upper right hand corner. We would like two of your field salesmen to complete the other two question- naires. We ask that each of you do this without consult— ing one another or comparing answers. Specific instructions are included in each questionnaire. They are identical, except that yours contains an addi- tional page with brief questions concerning your individual firm. Return envelopes are enclosed for all three question— naires. Because our sample of distributor firms has been carefully and selectively developed, your effort in helping us ob- tain all three completed questionnaires is especially im- portant. Your cooperation is sincerely appreciated. Yours very truly, Parker M. Worthing W. J. E. Crissy, Ph.D. Research Director Chairman of the Research Committee 177 EXHIBIT 1C Cover Letter to District Representatives-- Second Mailing You may recall our recent request for your assistance with our research concerning the marketing aspects of manu- facturer and distributor relationships. Dr. Crissy and I are most pleased with the high rate of response among manufacturers' regional or district personnel. Our eventual complete analysis promises to provide meaning- ful insight into construction equipment marketing. The participating manufacturers share our interest in the study and we look forward to sharing the results of the research with each of them. We hope to include a completed questionnaire from you in our analysis. If, by chance, our initial request did not reach you, a duplicate questionnaire is enclosed. It is designed to provide us with your judgments concerning several aspects of the marketing efforts of your firm and the distributor firm carrying your construction equipment in a given metropolitan market area. As you know, our total sample carefully matches selected respondents from manufacturers and their distributors in these specific geographical areas. AS a result, your effort is especially important. We hOpe to begin the final phases of analysis by the third week in June. The brief time you take to provide us with your judgments will enhance the inclusiveness and validity of this analysis. Your cooperation is sincerely appreciated. Yours very truly, Parker M. Worthing Research Director 178 EXHIBIT 1D Cover Letter to Distributor Managers-- Second Mailing You may recall our recent request for your assistance with our research concerning the marketing aspects of manufacturer and distributor relationships. Dr. Crissy and I are most pleased with the high rate of response. Our eventual complete analysis promises to provide mean- ingful insight into construction equipment marketing. We hope to include completed questionnaires from you and two of your field salesmen in our analysis. If, by chance, our initial request did not reach you, duplicate questionnaires are enclosed. They.are designed to pro- vide us with your judgments concerning a number of specific aSpects of your firm's competitive effort. Specifically, we would like ypg_to complete the question- naire with the designation (MGR) in the upper right hand corner. We would like two of your field salesmen to com- plete the other two questionnaires.‘ We ask that each of you do this without consulting one another or comparing answers. Our sample of distributor firms has been selectively develOped. We have carefully matched manufacturers and their respective distributors in specific geographic areas. As a result, your effort in helping us Obtain all three completed questionnaires is especially im- portant. We hope to begin the final phases of analysis by the third week in June. The brief time you take to provide us with your judgments will enhance the inclu- siveness and validity of this analysis. Your cooperation is sincerely appreciated. Yours very truly, Parker M. Worthing Research Director 179 Common Cover Sheet for Questionnaires MICHIGAN STATE UNIVERSITY am mama - MICHIGAN 48823 GRADUATE SCHOOL OF BUSINESS ADMINISTRATION DEPARTHBNT OF MARKETING AND TRANSPORTATION ADMINISTRATION ° EPPLBY CENTER As part of our continuing interest in all phases of business enterprise, we are gathering data from various sales and marketing personnel with selected manufacturers and distributors. This information will be the basis for a doctoral dissertation which is designed to explore the marketing aspects of manufacturer and distributor relationships. To insure confidential treatment of your reply, the questionnaire should be returned directly to the university in the enclosed envelope. The number in the upper right hand corner of this page serves only as a guide for the research staff. Its sole purpose is to indicate which questionnaires have been returned. No names individuals or firms will be identified in the text of the research report. The success of this study is entirely dependent upon the cooperation of each reSpondent. The brief time you set aside to provide us with your personal judg— ment on each question will add significantly to the study’s value. Thank you very much. This Study is Undertaken With The Cooperation and Support of ASSOCIATED EQUIPMENT DISTRIBUTORS 6|5 West 22nd Street Oak Brook, Illinois 180 EXHIBIT 3A Request for Ranking of Competitors and Market Share Estimates-- Manufacturer Managers PART A Instructions: Listed below are several manufacturers, all of whom produce and market, among other products, a wheel-mounted tractor with shovel-loader. In selling this particular type of vehicle, your firm competes with a number of these manufacturers and their respective distributors in various market areas. 1. We would like you to rank these manufacturers in terms of their over-all strength in competing with your firm for sales of this specific type of construction equip- ment. Please indicate your ranking, from 1 (strongest competitor) to 7 (least strong competitor), beside each of the following manufacturers. Your own firm will, of course, not be ranked, but please rank all of the remaining competitive tractor manufacturers. a. Trojan Division, Eaton Yale & Towne, Inc. b. Allis-Chalmers Mfg. Co. c. Pettibone Mulliken COrp. d. International Harvester Co. e. Clark Equipment Co. f. Euclid Division, General Motors Corp. g. Caterpillar Tractor Co. h. Thew-Lorain Div., Koehring Co. 181 The competitive strength of any manufacturer tends to Vary across geographical market areas. We would like your judgment as to which manufacturer is the strongest competitor for sales of this specific type of equipment in each of a number of geographical areas. For each of the following greater metropolitan areas, indicate your choice of your strongest competitor in that area by placing the number of the manufacturer (as numbered below) opposite the geographical area. Here again your own firm is to be excluded, but please indicate your strongest competitor in each area. Competitors: .1:me Clark Euclid Caterpillar Thew-Lorain Trojan 5 Allis-Chalmers 6 Pettibone Mulliken 7 International Harvester 8 Market Areas: a. Atlanta f. Louisville b. Boston g. Miami c.. Denver h. Salt Lake City d. Indianapolis i. St. Louis e. Kansas 3. Like your competitors, the competitive strength of your firm may vary across these same geographical areas. In this connection, we would like you to indicate the share of the market (expressed as a percentage) for wheel-mounted tractors with shovel- 1oaders that your firm enjOys in each of these areas. Area Market Share (%) a. Atlanta b. Boston 0. Denver d. Indianapolis e. Kansas City f. Louisville g. Miami h. Salt Lake City 1. St. Louis 182 PART A EXHIBIT 3B-—Request for Ranking of Competitors and Market Share Estimates-~District Representatives Instructions: Listed below are several manufacturers, all of whom produce and market, among other products, a wheel mounted tractor with shovel loader. Also listed below are several greater metropolitan areas within which your firm competes with these other manufacturers for sales of this particular type of vehicle. (1) We would like you to indicate which of the following market areas is included in the territory where you represent your firm. Please circle the code number opposite the metropolitan market area that is within your territory or district. Market areas: 1. Atlanta 4. Indianapolis 7. Miami 2. Boston 5. Kansas City 8. Salt Lake City 3. Denver 6. Louisville 9. St. Louis (2) We would like you to rank the following manufacturers in terms of their over-all strength in competing with your firm within this metropolitan market area for sales of wheel mounted tractors with shovel loaders. Please indicate your ranking, from 1 (strongeSt competitor) to 7 (least strong competitor), beside each of the following manufacturers. Your own firm will, of course, not be ranked, but please rank all of the remaining competitive tractor manufacturers in terms of their competitive strength in the metropolitan market area you circled above. a. Trojan Division, 8. Clark Equipment Co. ___ Eaton, Yale & Towne, Inc. ___ f. Euclid Division, 0. Allis-Chalmers Mfg. Co. ___ General Motors Corp. ___ C. Pettibone Mulliken Corp. ___ g. Caterpillar Tractor Co. 0. International Harvester h. Thew-Lorain Divioion, Inc. Koehring Co. (3) The competitive strength of your firm, as well as these other manufacturers, varies across the above listed geographical areas. In this connection, we would like you to indicate the share of market (expressed as a percentage) for wheel mounted tractorS‘with shovel loaders that_xour firm enjoys in the specific metropolitan market area circled above. The market share your firm enjoys in the greater metropolitan market area you circled above (Part A, Section 1) is %. -1- 183 PART A EXHIBIT 3C—-Request for Ranking of Competitors and Market Share EstimateS--Distributor Managers and Field Salesmen IHSIIUCIIOHSI Listed below are several manufacturers, all of whom produce and market, among other products, a wheel mounted tractor with shovel loader. In selling this particular type of vehicle, your firm and the tractor manufac- turer you represent compete with a number of these manufacturers and their respective distributors in your market area. (1) We would like you to indicate which of these manufacturers you consider to be the strongest competitor that your firm (and the manufacturer you represent) must compete against for sales of this Specific type of construc- tion equipment in your market area. Please circle the code number opposite your STRONGEST COMPETITIVE MANUFACTURER. 1. Trojan Division, 5. Clark Equipment Co. Eaton, Yale & Towne, Inc. 6. Euclid Division, 2. Allis-Chalmers Mfg. C0. General Motors Corp. 3. Pettibone Mulliken Corp. ' 7. Caterpillar Tractor Co. 4. International Harvester Co. 8. Thew-Lorain Division, Koehring Co. (2) The competitive strength of the tractor manufacturer you represent, as well as these other manufacturers, varies across different market areas. In this connection, we would like you to indicate the share of market (ex- pressed as a percentage) for wheel mounted tractors with shovel loaders that zour firm enjoys in your market area. The market share your firm enjoys in your market area is %. 18A EXHIBIT AA Instructions for Competitive Comparisons-- Manufacturer Managers PART B Instructions: The competitive strength of the tractor manufacturer you selected above (Part A, Section l-- your strongest over-all competitor for sales of wheel— mounted tractors with shovel-loaders) is in great measure due to the effectiveness of the distributor firms carry- ing his product in various trading areas. We'd like you to compare the marketing efforts of distri- butors representing your firm with those offered by distributors representing this sppcific competitive manu- facturer. This comparison involves six major marketing elements, each consisting of ten specific items. For each item, rate the competitive standing (advantage Or disadvantage) of your distributo§§_compared to the distributors representing this manufacturer you have selected as your strongest over-all competitor for wheel- mounted tractor sales. Where apprOpriate, confine your comparison specifically to the marketing of tractor loaders. Most of the items, how- ever, concern your competitive comparison of more general, over-all elements included in the marketing and sales Operations of your distributor firms and this competitive manufacturer's distributor firms. Using the following scale, circle the code number on each item that represents your judgment as to whether the distributor firms handling your wheel-mounted tractors-- have a disadvantage, an advantage, or are equal--compared to the distributor firms handling the tractors of this specific competitive manufacturer. -2 a Significant disadvantage -l a Slight disadvantage 0 neither advantage nor disadvantage (equal) +1 a slight advantage +2 a significant advantage 185 PART B EXHIBIT AB——Instructions for Competitive Comparisons-— District Representatives Instructions: In Part A, Section 2 above, you ranked the strength of competitive manufacturers of wheel mounted tractors with shovel loaders in a specific metro- _politan market area. The competitive strength of the manufacturer you ranked as number 1 in the area is in great measure due to the effectiveness of the distri- butor firm carrying his product in this market area. We’d like you to compare the marketing efforts of the distributor representing your firm with those offered by the distributor representing this specific com- petitive manufacturer. This comparison involves six major marketing elements, each consisting of ten Specific items. For each item, rate the competitive standing (advantage or disadvantage) of your distributor compared to the distributor representing this manufacturer you have selected as your strongest competitor for wheel mounted tractor sales in this metropolitan market area. Where appropriate, confine your comparison specifically to the marketing of tractor loaders. Most of the items, however, concern your competitive comparison of more general,cover-all elements included in the marketing and sales operations of your distributor firm and this competitive manufacturer’s distributor firms. Using the following scale, circle the code number on each item that represents your judgement as to whether the distributor firm handling your wheel mounted tractors--has a disadvantage, an advantage, or is equal--compared to the dis- tributor firm handling the tractors of this specific competitive manufacturer. —-2 a significant disadvantage -1 a slight disadvantage 0 neither advantage nor disadvantage (equal) -+l a slight advantage 4—2 a significant advantage 186 PART 8 EXHIBIT AC-—Instructions for Competitive Comparisons--Distri- butor Managers and Field Salesmen Instructions: The competitive strength of the tractor manufacturer you indicated above is in great measure due to the effectiveness of the distributor firm carrying his product in your trading area. We’d like you to compare the marketing efforts of your firm with those offered by this specific competitive distributor. This comparison involves six major mar- keting elements, each consisting of ten specific items. For each item, rate the competitive standing (advantage or disadvantage) of your firm compared to this specific competitive distributor firm. Where appropriate, confine your comparison specifically to the marketing of tractor loaders. Most of the items, however, concern your competitive comparison of more general, over-all elements included in the marketing and sales operations of your firm and this competitive firm. Using the following scale, circle the code number on each item that represents your judgment as to whether your firm has an advantage, a disadvantage, or is equal--compared to this specific competitive distributor firm. -2 a significant disadvantage _.1 a slight disadvantage 0 neither advantage nor disadvantage (equal) + 1 a slight advantage + 2 a significant advantage 187 SECTION |1 PRODUCT EXHIBIT 5--Delineation of Potential Competitive Advantages (Ikn'each item compare your line of‘tractor shovels with the strongest competitive line.) +-1 +-l +-l -+l +-l +1. +1 +1 +1 +1 -2 -1 0 +1 '+2 +-2 +-2 4-2 +-2 -+2 -+2 +2 +2 -+2 +2 significant disadvantage slight disadvantage equal slight advantage significant advantage (I) (2) (3) (4) (5) (6) (7) (8) (9) (10) VERSATILITY (multiple uses) OURABILITY (maintenance requirements) MOBILITY (over-the-road movement; maneuverability) ECONOMY (savings of time and money; potential resale value) ATTACHMENTS (number and variety available) VARIETY (bucket size, horsepower, weight, no. of models) OPERATOR BENEFITS (safety, comfort, visi- bility, ease of Operation) ENGINEERING (operation and performance features) OESION (appearance, serviceability) WARRANTY PROVISIONS (extent and duration of coverage) 188 SECTION I l I SERVICE (Fbr each remaining item, compare your firm against the specific competitive clistributor firm.) + 1 +-2 IQ significant disadvantage slight disadvantage equal slight advantage significant advantage (II) (12) (13) (I4) (15) (15) (IT) (13) (19) (20) OELIVERY (readily available or rapid shipment from manufacturer) AVAILABILITY OF PARTS (management of repair and replacement parts inventory) PROFICIENCY (utilization of current methods and techniques) EFFICIENCY (prompt scheduling and com- pletion of service and repair work) CUSTOMER EOUCATION (preventive main- tenance information; Operator training) SHOP FACILITIES (tools and equipment) CUSTOMER COMPLAINTS (handled in prompt courteous, and fair manner) WARRANTY FULFILLMENT (delivery inspec- tion and service; handling of claims by distributor) FIELD SERVICE (trucks equipped with proper tools and service literature) PERSONNEL (trained and experienced service mechanics available) -l -'l -'1 -1 -1 -1 -’1 - l - l — 1 189 SECTION III: FINANCIAL i significant disadvantage slight disadvantage equal slight advantage significant advantage (ZI) PRICES (comparative prices across total product line) (22) CREOIT AVAILABILITY (sources, arrange- ments) (23) CREDIT TERMS (rates, payment scheduling) (24) SERVICE CHARGES (parts and labor charges) (25) TRAOE'IN POLICY (terms, allowances for used equipment) (26) RENTAL AND/OR LEASE CONTRACTS (equipment available, charges) (27) MANUFACTURER SUPPORT (floor planning; rental and credit arrangements) (28) OPERATING CAPITAL (distributor financial ’ strength) (29) COST CONTROL (knowledge and control of operating expenses) (30) BILLING (form and frequency; cash discount policies) + 1 + l + l +-1 +-1 +-1 + l + l +-l +1 SECTION IV: — 2 - 1 0 equal +-1 +-2 +-2 (31) + 2 (32) + 2 (33) 4-2 (34) + 2 (35) +-2 (36) +-2 (37) + 2 (38) 4-2 (39) 4-2 (40) 190 PERSONAL SELLING significant disadvantage slight disadvantage slight advantage significant advantage PRODUCT KNOWLEDGE (uses, features, and benefits) "PEOPLE" KNOWLEDGE (ability to assess personality and motivational factors) STRATEGY FORMULATION (setting 0f Objec- tives; planning steps for goal attainment) TACTICAL ADJUSTMENT (face-to-face reactions; handling sales resistance) COMMUNICATIVE ABILITY (understandable, interesting, believable, and persuasive) SOURCE OF INFORMATION (reporting of competitive activities and other relevant data to management) MARKET KNOWLEDGE (awareness of growth accounts; current prospect lists; key decision makers) REPUTATION (duration and strength of account relationships) EXPERIENCE AND TRAINING (better sales meetings; home study courses; self- improvement efforts) PLANNING (usage of time; management of each call, each account, and total territory) —’2 -’1 + l + l + l + l + l + l + l + 1 + l + l + l + 2 + 2 + 2 +'2 +-2 +-2 +-2 +-2 +-2 +2 +'2 191 SECTION V: PROMOTION significant disadvantage slight disadvantage equal slight advantage significant advantage (41) (42) (43) (44) (45) (45) (47) (48) (49) (50) SALES AIOS (product literature; manuals and catalogs; technical material) SALES PROMOTION (advertising specialties; sales incentive programs) MANUFACTURER'S ADVERTISING (strength of corporate image; lead generation) DISTRIBUTOR ADVERTISING (regional con- struction publications; news- papers and other local media) OIRECT MAIL (selectivity of lists; prospect responses) VISUAL AIOS (photos; flip-charts; film strips) CUSTOMER REFERRALS (endorsement by present customers) PUBLICITY (mention of firm and/or personnel in trade or local press; community relations) PERSONAL CONTACTS (executive level contacts; customer relations) DEMONSTRATION PROFICIENCY (sales and service cooperation; equipment operating skills) +'l +'1 +-1 +-l +-1 +-l +-l +-l +-l +~l + l + 2 +'2 *‘2 +-2 +-2 +-2 +'2 +~2 4-2 +-2 +-2 192 SECTION VI: PERSONNEL significant disadvantage slight disadvantage equal slight advantage significant advantage (51) (52) (53) (54) (55) (55) (57) (58) (59) (50) EXECUTIVE LEADERSHIP (planning and organizing skills; experience) SALES SUPERVISION (training and directing of sales force) SERVICE SUPERVISION (training and development of service personnel) EMPLOYEE MORALE (labor relations; cooperation; wage and salary policies) TECHNICAL ASSISTANCE (application and engineering advice) INDUSTRY RELATIONS (participation in national and/or regional trade associations) MANUFACTURER'S REPRESENTATIVES (assistance in making sales; planning demonstrations; solving engineering problems) INTERPERSONAL SKILLS (pleasant and in- formed relations with customers) TEAMWORK (interdepartmental communication and cooperation) EXPERIENCE (familiarity with customer needs and problems) 193 PART D EXHIBIT 6--Individual Distributor Firm Data Sheet Instructions: Please answer the following questions as accurately as you can. (93) (94) (95) (96) (97) (93) (99) (100) What was the gross sales volume of your firm last year? How many field salesmen does your firm employ on a full-time basis? How many people are employed in parts inventory and control activities? How many people are employed in service and repair activities? How many competitors are located in your market area? How long (number of years) has your firm operated under its present ownership? How many manufacturers of construction equipment does your firm represent? How long (number of years) has your firm represented the manufacturer of wheel mounted tractors you currently handle? ..14. APPENDIX II AGGREGATIVE ANALYSIS TABLES 19A 195 TABLlZII-la--Competitive comparison item response percentages.~ Item Sample N Percgntages‘ SigAd SlAd Equal SlDis SigDis Product 1 Versatility MMGR 7 ----- 28.57 A1.A3 ---------- (multiple uses) MDR 56 19.6A 17.86 53.57 7.1A 1.79 DMGR 37 5.Al 32 A3 51.35 5.01 5.81 DSM 72 6.9A 33.33 5A.17 A.l7 1.39 2 Durability R239 7 A2.86 —;--- 28.57 28.57 ----- (maintenance MDR 56 19.6A 32.1A 35.71 7.1A 5.36 requirements) DMGR 37 2A 32 37.8A 29.73 5.A1 2.70 SM 72 26.39 30.56 25.00 15.28 2.78 3 Mobility MMGR 7 1O 29 1A.29 57.1“ 18.29 ----- (over-the-road MDR 56 19.6A 19.6A 57.1A 1.79 1.79 movement; maneuver- DMGR 37 18.92 18.92 59.A6 2.70 ----- ability) DSM 73 16.AA 28.77 53.A2 1.37 ----- A Economy MMGR 7 28.57 1A.29 28.57 28.57 ----- (savings of time MDR 56 12 50 26 79 28.57 25.00 7.1A and money; DMGR 37 8.11 29.73 “3.2“ 16 22 2.70 potential resale DSM 72 18 06 20.83 27.78 29.17 A.17 value) ' 5 Attachments . MMGR 7 ----- 1A.29 “2.86 28.57 1U.29 (number and variety MDR 56 1.79 12.50 55.36 26.79 3.57 available) DMGR 37 8.11 13.51 56 76 21.62 ----- DSM 72 6.9“ 20 83 63.89 8.33 ----- 6 Variety MMGR 7 28.57 ----- 1A.29 A2.86 1A.29 (bucket size, MDR 56 23 21 8 93 21.A3 23.21 23.21 horsepower, DMGR 37 21 62 21 62 27 03 21.62 8.11 weight, no. DSM 73 13.70 38 36 23 29 19.18 5.A8 of models) 7 Operator Benefits MMGR 7 1A 29 57 1A 28.57 ---------- (safety, comfort, MDR 56 28 7 AA 6A 17.86 8.93 ----- Visibility, ease DMGR 37 13.51 51 35 29.73 5.U1 ----- of operation) DSM 72 3A 72 3A 72 23.61 6.9A ----- 8 Engineering HMO. 7 57 1A 28.57 ----- 1A.29 ----- (operation and 63H 56 37 5O 3 .71 19 6A 7.1A ————— performance DMGR 37 32.A3 35.1A 21.62 8.11 2.70 features) DSM 73 31 51 27.AO 31.51 9.59 ----- 9 Design MMGR 7 A2.86 28.57 1A.29 1A.29 ----- (appearance, MDR 56 30.36 50.00 8.93 10.71 ----- serviceability) DMGR 37 29173 A0.5A 18.92 10.81 ----- DSM 72 30.56 A3.06 15.28 9.72 1.39 10 Warranty Provisions MMGR 7 ----- A2.86 7.1A ---------- (extent and dur- MDR 56 7.1A 10.71 69.6A 12.50 ----- ation of DMGR '7 16.22 10.81 56.76 13.51 2.70 coverage) DSM 73 12.33 P6.AA 63.01 6.85 1.37 TABLE II-l (Continued) 196 Percentages 7 Item Sample N . SigAd SlAd Equal SlDiS SigDis Service 11 Delibery MMGR 7 19.29 19.29 28.57 92.86 --—-- (readily avail- MDR 56 3.57 8.93 53-57 21.93 12.50 able or rapid DMGR 37 ----- 16.22 62 16 16.22 5.91 shipment from DSM 72 5.56 16.67 50 00 22.22 5.96 mfgr.) ' 12 Availability of MMGR 7 19.29 19.29 19.29 57.19 ------ Parts (mgmt. of MDR 56 16.07 12.50 25.00 30.36 16.07 repair and re- DMGR' 37 18.92 5.91 32 93 29.73 13.51 placement parts DSM 73 15.07 16.99 19.18 38.36 10.96 inventory) ‘ 13 Proficiency MMGR 7 19.29 ----- 92 86 92.86 ----- (utilization of MDR 56 8.93 19.69 30.36 28.57 12.50 current methods DMGR 37 8.11 18.92 51.35 16.22 5.91 and techniques) DSM 71 9.86 19.72 90 85 26.76 2.82 19 Efficiency MMGR 7 ----- 19.29 28.57 57.19 -—-—- (prompt scheduling MDR 56 7.19 19.69 37.50 21.93 19.29 and completion of DMGR. 37 8.11 27.03 35 19 27.03 2.70 service and repair DSM 72 11.11 23.61 30 56 27.78 6.99 work) 15 Customer Education MMGR 7 19.29 ----- 28.57 28.57 28.57 (preventive main-1 MDR 56 8.93 10.71 39.29 28.57 12.50 tenance infor- DMGR 37 5.91 18.92 32 93 27.03 16.22 mation; operator DSM 72 12.50 19.99 25.00 25.00 18.06 training) 16 Shop Facilities MMGR 7 19.29 ----- 19.29 57.19 19.29 (tools and equipment) MDR 56 8.93 7.19 37.50 32.19 19.29 ' DMGR 37 13.51 10.81 35.19 90.59 ----- DSM 73 12.33 9-59 38 36 27.90 12.33 17 Customer Complaints MMGR 7 ----- 19.29 57 19 28.57 ----- (handled in prompt, MDR 56 3.57 19.69 53.57 19.29 8.93 courteous and DMGR 37 2.70 37.89 51.35 8.11 ----- fair manner) DSM 71 11.27 30.99 33.80 15.99 8.95 18 Warranty Fulfillment MMGR 7 19.29 ----- 71.93 19.29 ----- (delivery inspection MDR 56 5.36 21.93 58.93 10.71 3.57 and service; hand- DMGR 37 5.91 90.59 51 35 2.70 ----- ling of claims by DSM 73 10.96 28.77 53 92 2.79 9.11 distrib.) 19 Field Service MMGR 7 19.29 ----- 92 86 92.86 ----- (trucks equipped MDR 56 12.50 8.93 51 79 19.69 7.19 with proper tools DMGR 37 13.51 18.92 59.05 13.51 ----- and service liter- DSM 73 16.99 8.22 97.95 21.92 5.98 ature) 20- Personnel MMGR 7 ----- 19.29 92.86 92.86 ----- (trained and experi- MDR 56 10.71 8.93 96.93 26.79 7.19 enced service DMGR 37 16.22 10.81 98.65 29.32 ----- mechanics avail- DSM 73 12.33 17.81 96.58 20.55 2.79 able) TABLE II-l (Continued) 1597 Percentages Item Sample N f ' ‘ SigAd ,SlAd Equal SlDis SigDis Financial 21 Prices MMGR 7 ----- 28.57 57.19 19.29 ----- (comparative prices MDR 56 7.19 8.93 99.69 33.93 5.36 across total pro- DMGR 36 ----- 33.33 36.11 16.67 13.89 duct line) DSM 73 9.11 27.90 31.51 19.18 17.81 22 Credit Availability MMGR 7 19.29 28.57 92.86 19.29 ----- - (sources, arrange- MDR 56 7.19 16.07 55.36 16.07 5.36 mentS) DMGR 36 ----- 8.33 80.56 11.11 ----- DSM 73 6.85 6.85 68.99 12.33 5.98 23 Credit Terms MMGR 7 19.29 19.29 71.93 ----- ----- (rates, payment MDR 56 1.79 7.19 71.93 12.50 7.19 scheduling) DMGR 36 ----- 8.33 66.67 16.67 8.33 DSM 73 9.11 6.85 71.23 10.96 6.85 29 Service Charges MMGR' 7 ----- 19.29 85.71 --e-- ----- (parts and labor MDR 56 3.57 5.36 80.36 5.36 5.36 charges) DMGR 36 ----- 13.89 80.56 5.56 ------ DSM 73 2.79 13.70 69.86 9.59 9.11 25 Trade-In Policy MMGR. 7 ---------- 57.19 92.86 ----- (terms, allowances MDR 56 1.79 25.00 32.19 30.36 10.71 for used equip- DMGR 36 ----- 30.56 38.89 25.00 5.56 ment) ‘ DSM 73 2.79 26.03 35.62 23.29 12.33 26 Rental And/Or Lease MMGR 7 ----- 28.57 57.19 19.29 ----- . Contracts (equipment MDR 56 7.19 17.86 91.07 26.79 7.19 available, charges) DMGR 36 ----- 19.99 99.99 27.78 8.33 DSM 73 5.98 15.07 38.36 30.19 10.96 '27 Manufacturer Support MMGR 7 19.29 71.93 19.29 ---------- (floor planning; MDR 56 10.71 26.79 99.69 12.50 5.36 rental and credit DMGR 36 8.33 16.67 91.67 27.78 5.56 arrangements) DSM- 69 1.95 15.99 50.72 17.39 19.99 28 Operating Capital MMGR 7 19.29 ---------- 57.19 28.57 (Distributor MDR 56 16.07 3.57 26.79 26.79 26.79 financial DMGR 36 16.67 5.56 22.22 30.56 25.00 strength) DSM 73 16.99 6.85 29.66 27.90 29.66 29 COst Control MMGR 7 ---------- 92.86 92.86 19.29 (knowledge and con- MDR 56 19.29 12.50 51.79 16.07 5.36 trol of operating DMGR 36 2.78 16.67 63.89 13.89 2.78 expenses) DSM 71 7.09 19.08 59.15 12.68 7.09 30 Billing MMGR 7 ----- ----- 71.93 28.57 ..... (form and frequency; MDR 56 7.19 5.36 78.57 7.19 1.79 cash discount DMGR 36 ----- 5.56 69.99 19.99 5.56 policies) DSM 72 2.78 8.33 12.50 2.78 TABLE II-1(Continued) 1598 Percentages territory) Item . Sample N . SigAd SlAd Equal SlDis SigDis Personal Selling 31 Product Knowledge MMGR 7 ----- 19.29 57.19 28.57 ----- (uses, features, MDR 56 8.93 . 26.79 35.71 19.69 8.93 and benefits) DMGR, 36 5.56 33.33 30.56 27.78 2.78 DSM 73 9.59 30.19 38.36 20.55 1.37 32 "People" Knowledge MMGR 7 ----- 19.29 92.86 92.86 ----- (ability to assess MDR 56 7.19 16.07 51.79 10.71 19.29 personality and DMGR 36 ----- 36.11 99.99 13.89 , -5.56 motivational DSM 73 7 9.59 39.25 97.95 8.22 ----- factors) - ' 33 Strategy Formulation MMGR 7 ----- 19.29 92.86 28.57 19.29 (setting of objec- MDR 56 10.71 19.69 23.21 25.00 21.93 tives; planning DMGR 36 8.33 27.78 36.11 25.00 2.78 steps for goal DSM 73 5.98 21.92 95.21 26.03 1.37 attainment) 39 Tactical Adjustment MMGR 7 ----- 28.57 28.57 92.86 ------ (face-to-face re- MDR 56 10.71 17.86 32.19 25.00 19.29 actions; handling DMGR 36 5.56 27.78 52.78 78.33 5.56 sales resistance) DSM 73 6.85 21.92 59.79 16.99 ----- ,35 Communicative Ability MMGR 7 ----- 28.57 92.86 28.57 ----- (understandable, MDR 56 8.93 16.07 98.21 16.07 10.71 interesting, be- DMGR 36 2.78 36.11 50.00 5.56 5.56 lievable, and DSM 73 6.85 28.77 58.90 5.98 ----- persuasive) 36 Source of Information MMGR 7 19.29 19.29 19.29 28.57 28.57 (reporting of com- MDR 56 3.57 10.71 96.93 23.21 16.07 petitive activities DMGR 36 2.78 19.99 33.33 30.56 13.89 and other relevant DSM 73 10.96 20.55 50.68 15.07 2.79 data to manage- ment) 37 Market Knowledge MMGR 7 19.29 ----- 92.86 19.29 28.57 (awareness of growth MDR 56 5.36 17.86 26.79 28.57 21.93 accounts; current DMGR 36 5.56 13.89 97.22 25.00 8.33 prospect lists; DSM 72 5.56 19.99 51.39 22.22 1.39 key decision , makers) 38 Reputation MMGR 7 19.29 ----- 19.29 57.19 19.29 (duration and MDR 56 16.07 17.86 17.86 28.57 19.69 strength of DMGR 36 16.67 8.33 99.99 22.22 8.33 account relation- DSM 73 17.81 19.18 28.77 21.92 12.33 ships) 39 Experience and Train- MMGR 7 19.29 ----- 28.57 92.86 19.29 ing (better sales MDR 56 8.93 16.07 37.50 23.21 19.29 meetings; home DMGR 36 5.56 22.22 38.89 30.56 2.78 study courses; DSM 72 13.89 16.67 93.06 16.67 9.72 self-improvement efforts) 90 Planning (usage of MMGR 7 ----- 19.29 28.57 57.19 ----- time; management MDR 56 3.57 8.93 39.29 30.36 17.86 of each call, each DMGR 36 ----- 25.00 36.11 33.33 5.56 account, and total DSM 72 8.33 23.61 98.61 16.67 2.78 TABLE 11-1(Continued) 199 Percentages Item Sample N - - SigAd SlAd Equal SlDis SigDis Promotion 91 Sales Aids MMGR 7 28.57 ----- 92.86 28.57 ----- (Product liter- MDR 56 1.79 19.69 51.79 23.21 3.57 ature; manuals DMGR 37 2.70 16.22 98.65 27.03 5.91 and catalogs; DSM 73 6.85 12.33 56.16 23.29 1.37 technical material) ‘ 92 Sales Promotion MMGR 7 ----- 28.57 57.19 19.29 ----- (advertising MDR 56 8.93 21.93 37.50 23.21 8.93 specialties; sales DMGR 37 2.70 13.51 51.35 29.73 2270 incentive pro- DSM 73 2.79 26.03 97.95 19.18 .11 grams) ‘ 93 Mfgr's Advertising MMGR 7 19.29 28.57 28.57 28.57 ----- (strength of cor- MDR 56 7.19 10.71 39.29 33.93 8.93 porate image; DMGR 37 8.11 13.51 5.91, 29.73 93.29 lead generation) DSM 73 8.22 15.07 28.77 31.51 16.99 99 Distrib. Advertising MMGR . 7 ----- 19.29 28.57 92.86 19.29 (regional construc- MDR 56 5.36 19.29 92.86 23.21 19.29 tion publications; DMGR 37 8.11 18.92 27.03 32.93 13.51 newspapers and DSM 73 2.79 16.99 95.21 32.88 2.79 other local media) 95 Direct Mail MMGR 7 19.29 19.29 28.57 19.29 28.57 (selectivity of MDR 56 3.57 16.07 51.79 17.86 10.71 lists; prospect DMGR 37 8.11 16.22 95.95 29.32 5.91 responses) DSM 72 9.17 11.11 59.72 16.67 8.33 96 Visual Aids MMGR 7 19.29 28.57 92.86 ----- 19.29 ' (photos; flip- MDR 56 1.79 8.93 57.19 21.93 10.71 charts; film DMGR 37 ----- 13.51 62.16 18.92 5.91 strips) D81 72 9.17 20.83 50.00 22.22 2.78 97 Customer Referrals MMGR 7 19.29 19.29 92.86 28.57 ----- (endorsement by MDR 56 12.50 19.69 17.86 28.57 21.93 present customers) DMGR 37 10.81 13.51 27.03 32.93 16.22 DSM 73 12.33 16.99 27.90 28.77 15.07 98 Publicity MMGR 7 ----- 19.29 57.19 ----- 28.57 (mention of firm MDR 56 3.57 17.86 26.79 39.29 12.50 and/or personnel DMGR 37 2.70 10.81 37.89 32.93 16.22 in trade or local DSM 73 8.22 9.59 96.58 28.77 6.85 press; community relations) 99 Personal Contacts MMGR 7 ----- 28.57 28.57 28.57 19.29 (executive level MDR 56 8.93 12.50 30.36 25.00 23.21 contacts; customer DMGR 37 10.81 10.81 98.65 29.32 5.91 relations) DSM 73 8.22 21.92 35.62 21.92 12.33 50 Demo. Proficiency MMGR 7 19.29 19.29 19.29 57.19 ..... (sales and service MDR 56 12.50 10.71 35.71 16.07 25.00 cooperation; DMGR 37 2.70 29.32 32.93 35.19 5.91 DSM 73 6.85 28.77 28.77 27.90 8.22 equip. operating skills) , TABLE 11-1(Continued) 200 Percentages Item . Sample N a;_ ‘ ‘ . SigAd SlAd Equal SlDis SigDis Personnel 51 Executive Leader- MMGR 7 19.29 ----- 28.57 57.19 --q-- ship (planning and MDR 56 10.71 16.07 36.79 23.21 23.21 organizing skills; DMGR. 36 8.33 16.67 52.78 22.22 --—-- experience)‘ DSM 73 9.59 26.03 39.25 27.90 2.79 52 Sales Supervision MMGR 7 19.29 ----- 19.29 71.93 ------ (training and MDR 56 1.79 21.93 19.69 30.36 26.79 directing of DMGR 36 5.56 27.78 33.33 33.33 7 ~—--- sales force) DSM 73 16.99 15.07 35.62 26.03 6.85 53 Service Supervision MMGR 7 19.29 ----- 28.57 57.19 ----- (training and MDR 56 5.36 21.93 25.00 30.36 17.86 development of DMGR 36 , 11.11 11.11 99.99 30.56 2.78 service personnel) DSM 73 8.22 20.55 31.51 32.88 6.85 59 Employee Morale MMGR. 7 19.29 ----- 71.93 19.29 ----- (labor relations; MDR 56 8.93 16.07 99.69 17.86 12.50 cooperation; wage DMGR 36 ---—- 36.11 52.78 11.11 ------ and salary- DSM 73 10.96 20.55 50.68 9.59 8.22 policies) ' 55 Tech. Assistance MMGR 7 19.29 19.29 28.57 92.86 ----- (application and MDR 56 5.36 19.69 91.07 21.93 12.50 engineering DMGR 36 8.33 2.78 36.11 38.89 13.89 advice) DSM 73 10.96 19.18 31.51 30.19 8.22 ' 56 Industry Relations MMGR 7 ----- 28.57 57.19 19.29 ----- (participation in MDR 56 7.19 8.93 60.71 19.29 8.93 national and/or DMGR 36 5.56 8.33 55.56 30.56 ----- regional trade DMS 72 11.11 13.89 50.00 20.83 9.17 associations) 57 Mfgr's Reps MMGR 7 19.29 92.86 19.29 19.29 19.29 (assistance in MDR 56 19.69 19.29 50.00 19.29 1.79 making sales; DMGR 36 ----- 5.56 33.33 33.33 27.78 planning demon- DSM 73 8.22 16.99 91.10 20.55 13.70 strations; solv- ing engineering problems) 58 Interpersonal Skills MMGR 7 ----- 19.29 71.93 19.29 ----- (pleasant and in- MDR 56 3.57 21.93 ~60.7l 12.50 1.79 formed relations DMGR 36 5.56 19.99 66.67 8.33 ----- with customers) DSM 72 6.99 26.39 59.72 5.56 1.39 59 Teamwork MMGR 7 ---------- 85.71 19.29 ----- (interdepartmental MDR 56 8.93 16.07 98.21 19.29 12.50 communication and DMGR 36 2.78 30.56 58.33 8.33 ----- cooperation) DSM 73 6.85 15.07 92.97 31.51 9.11 60 Experience MMGR 7 ----- 28.57 28.57 92.86 ----- (familiarity with MDR 56 12.50 19.29 30.36 25.00 17.86 customer needs DMGR 36 8.33 30.56 91.67 19.99 ----- and problems) DSM 73 10.96 21.92 95.21 17.81 9.11 201 TABLE II-2émResponses to competitive comparison items. ‘ Response Frequencies Standard. Significance Test Item Sample Mean N Deviation Egg 2% Equal Sis 3:: Sample Level Product 1 Versatility MMGR 3.286 0.952 7 — 2 5 - - _ MDR 3.969 0.999 ‘ 56 11 10 30 9 1 MDR-DMGR n.s. DMGR 3 270 0.859 37 2. 12 19 2 2 MDR-DSM n.s. DSM 3 903 0.739 72 5 29 39 3 1 DMGR-DSM n.s. 2 Durability MMGR 3 571 1.299 7 3 e 2 2 - MDR 3 536 1.052 56 11 18 20 9 3 MDR-DMGR n.s. DMGR 3 757 0.970 37 9 19 11 2 1 MDR-DSM n.s. DSM 3 625 1.111 72 19 22 18 11 2 DMGR-DSM n.s 3 Mobility MMGR 3 286 0.881 7 1 1 9‘ 1 - - MDR 3 536 0.886 56 11 11 32 1 1 MDR-DMGR n.s. DMGR 3 591 0.825 37 7 7 22 1 - MDR-DSM n.s. DSM 3 603 0.772 73 12 21 39 1 - DMGR-DSM n.s. 9 Economy 1 MMGR 3 929 1.178 7 2 l 2 2 - MDR 3 125 1.135 56 7 15 16 19 9 MDR-DMGR n.s. DMGR 3 293 0.913 37 3 11 16 6 1 MDR-DSM n.s. DSM 3 199 1.162 72 13 15 20 21» 3 DMGR-DSM n.s 5 Attachments MMGR 2 571 0.909 7‘ — 1 3 2 1 ' MDR 2 821 0.758 56 1 _31 15 2 MDR-DMGR n.s. DMGR 3.081 0.818 37 3 5 21 8 — MDR-0M3 - n.s. DSM 3.269 0.707 72 5 15 96 _ 6 - DMGR-DSM .05 6 Variety MMGR 2.857 1.957 7 2 - 1 3 1 MDR 2.857 1.969 56 - 13 5 12 13 13 MDR-DMGR n.s. DMGR_ 3.270 1.299 37 8 8 10 8 3 MDR-DSM n.s. DSM 3 56 1.103 73 10 28 17 9 DMGR-DSM .05 7 Operator . MMGR 3 57 0.639 7 1 9 2 - - Benefits MDR 3.929 0.909 56 16 25 10 5 - MDR-DMGR n.s. DMGR 3.730 0.759 37 5 19 11 2 - MDR—DSM n.s. DSM 3.972 0.928 72 25 25 17 5 - DMGR-DSM n.s. 8 Engineering MMGR 9.286 1.030 7 9 2 - 1 - . MDR 9.036 0.925 56 21 20 11 9 - MDR-DMGR n.s. DMGR 3.865 1.099. 37 12 13 8 3 1 MDR-DSM n.s. . DSM 3.808 0.988 73 23 20 23 7 - DMGR-DSM .05 9 Design MMGR 9.00 1.069 7 3 2 1 1 - MDR 9.00 0.906 56 17 28 5 6 — MED—DMGR n.s. DMGR 3.892 0.952 37 11 15 7 9 - MDR-DSM n.s. DSM 3.917 0.982 72 22 31 11 7 1 DMGR-DSM n.s. 10 Warranty MMGR 3.929 0.995 7 - 3 9 — — Provisions MDR 3.125 0.709 56 9 6 39 7 - MDR-DMGR n.s. DMGR 3.293 0.970 37 6 9 21 9 1 MDR-DSM n.s. DSM 3.315 0.82 73 9 12 96 5 1 DMGR-DSM .01 Service - 11 Delivery MMGR 3.000 1.069 7 1 1 2 3 — MDR 2 696 0.929 56 2 5 30 12 7 MDR-DMGR n.s. DMGR 2.892 0.727 37 - 6 23 6 2 MDR-DSM n.s. DSM ~ 2.999 0.911 72 9 12 36 16 9 DMGR—DSM .01 12 Availability MMGR 2.857 1.125 7 l l l — of Parts MDR 2 821 1.297 56 9 7 19 17 9 MDR-DMGR n.s. ' DMGR 2 865 1.277 37 7 2 12 11 5 MDR-DSM n.s. DSM 2 863 1.253 73 11 12 19 28 8 DMGR-DSM n.s. 13 Proficiency MMGR 2.857 0.990 7 1 - 3 .3 — MDR 2.839 1.196 56 5 . 11 17 16 7 MDR-DMGR n.s. DMGR 3.081 0.991 37 3 7 19 6 2 MDR-DSM n.s. DSM 3.070 0.98 71 7 19 29 13 2 DMGR-DSM n.s. 19 Efficiency MMGR 2 571 0.72 7 - 1 2 - MDR 2.839 1.119 56 9 11 21 12 8 MDR-DMGR n.s. DMGR 3 108 0.980 37 3 10 13 10 1 MDR-DSM n.s. DSM 3.092 1.1114 72 8 17 22 20 3 DMGR-DSM n.s. 15 Customer MMGR 2.929 1.299 7 1 - 2 Education MDR 2.750 1.090 56 5 6 22 16 7 MDR-DMGR n.s. DMGR 2.703 1.112 37 2 7 12 10 6 MDR-DSM n.s. DSM 2.833 1.280 72 9 19 18 18 13 DMGR-DSM n.s. 202 TABLE II-2 (continued) Response Frequencies - Significance Test Standard Item Sample Mean N . Deviation Egg 2; Equal Sis gig Sample Level Service (Cont.) 16 Shop MMGR 2.929 1.178 7 1 - 1 9 1 Facilities MDR 2.693 1.093 . 56 5 9 21 18 8 MDR-DMGR n.s. DMGR 2.973 1.026 37 5 9 13 15 - MDR-DSM n.s. DSM 2.822 1.151 73 9. 7 28 20 9 DMGR-DSM n.s. 17 Customer - MMGR 2.857 0.639 7 - 1 9 2 - Complaints MDR 2.996 0.915 56 2 11 30 8 5 MDR-DMGR n.s. DMGR 3.351 0.666 37 1 19 19 3 - MDR-DSM n.s. DSM 3.211 1.099 71 8 22 29 11 6 DMGR-DSM n.s. 18 Warranty MMGR 3.193 0.833 7 1 - 5 1 - Fulfillment MDR 3.193 0.811 56 3 12 33 6 2 MDR-DMGR n.s. DMGR 3.986 0.692 37 2 15 19 1 - MDR-DSM n.s. DSM 3.397 0.872 73 8 21 39 ‘ 2 3 DMGR-DSM n.s. 19 Field Service MMGR 2.857 0.990 7 1 - 3 3 - MDR 3.000 1.035 56 7 5 29 11 9 MDR-DMGR n.s. DMGR 3.329 0.872 37 9 7 20 5 - MDR-DSM n.s. . DSM 3.802 1.082 73 12 6 35 16 9 DMGR-DSM .05 20 Personnel MMGR 2.719 0.700 7 - 1 3 3' - MDR 2.893 1.030 56 6 - 5 26 15 9 MDR-DMGR n.s. DMGR 3.189 0.982 37 6 9 18 9 - MDR-DSM n.s. DSM 3.169 ' 0.979 73 9 13 39 15 2 DMGR-DSM ' n.s. Financial 21 Prices MMGR 3.193 0.639 7 - 2 9 1 - MDR . 2.786 0.939 56 9 9 25 19 3 MDR—DMGR n.s. DMGR 2.889 1.021 36 - 12 13 6 5 MDR-DSM n.s. 081 2.808 1.193 73 3 .20 23 19 13 DMGR-DSM .01 22 Credit MMGR 3.929 0.909 7 1 2 3 1 - Availability MDR 3.036 0.906 56 9 9 31 9 3 MDR-DMGR n.s. DMGR 2.972 0.990 36 - 3 29 9 - MDR-DSM n.s. DSM 2.973 0.827 73 5 5 50 9 9 DMGR-DSM n-S- 23 Credit Terms MMGR 3.929 0.728 7 l l 5 - - MPH 2.839 0.726 5 1 9 90 7 9 MDR-DMGR n.s. DMCH 2.750 0.722 36 - 3 29 6 3 MDR-DSM n.s. DSM 2.909 0.779 7 3 5 52 8 5 DMGR-DSM n.s. 29 Service MMGR 3.193 0.350 7 - 1 0 - - Charges MDR 2.969 0.680 56 2 3 95 3 3 MDR-DMGR n.s. DMGR 3.083 0.933 36 - 5 29 2 - MDR-DSM n.s. DSM 3.019 0.712 73 2 10 51 7 3 DMGR-DSM n.s. 25 Trade-in MMGR 2.571 0.995 7 - - 9 3 - Policy MDR ].768 1.000 56 1 19 18 17 6 MDR-DMGR n.s. DMGR 2.999 0.880 36 - 11 19 9 2 MDR-DSM n.s. DSM 2.836 1.039 73 2 19 26 17 9 DMGR-DSM .05 26 Rental and/or MMGR 3.193 0.639 7 - 2 9 1 - Lease - MDR 2.911 1.005 56 9 10 23 15 9 MDR-DMGR n.s. Contracts DMGR 2.750 0.862 36 - 7 16 10 3 MDR-DSM n.s. DSM 2.790 1.021 73 9 11 28 22 8 DMGR—DSM .05 27 Manufacturer MMGR ,9.000 0.535 7 1 5 l - - Support MDR 3.250 0.987 56 6 15 25 7 3 MDR-DMGR n.s. DMGR 2.999 0.998 36 3 6 15 10 2 MDR-DSM n.s. DSM 2.725 0.996 69 1 11 35 12 10 DMGR-DSM .05 28 Operating MMGR 2.193 1.259 7 .1 - - 9 2 Capital MDR 2.559 1.399 56 9 2 15 15 15 MDR-DMGR n.s. DMGR 2.583 1.362 36 6 . 2 8 11 9 MDR-DSM n.s. DSM 2.630 1.360 73 12 5 18 20 18 DMGR-DSM .05 29 Cost MMGR 2.286 0.700 7 - - 3 3 1 Control MDR 3.193 1.025 56 8 7 29 9 3 MDR-DMGR n.s. DMGR 3.028 0.726 36 1 6 23 5 1 MDR-DSM n.s. DSM 3.019 0.911 71 5 10 92 9 5 DMGR-DSM n.s. 30 Billing MMGR 2.719 0.952. 7 — - 5 2 — MDR 3.089 0.689 56 9 3 99 9 1 MDR-DMGR n.s. DMGR 2.750 0.690 36 - 2 25 7 2 MDR-DSM n.s. DSM 2.958 0.655 72 2 6 53 9 2 DMGR-DSM n.s. 203 TABLE II—2 (continued) Response Frequencies I Significance Test Standard Item Sample Mean N ' Deviation :33. i; Equal 813 818 Sample , Level Personal Selling 31 Product MMGR 2.857 0.639 7 - 1 9 2 - , Knowledge MDR 3.071 1.083 '56 5 15 20 11 5 MDR-DMGR n.s. DMGR 3.111 0.965 36 2‘ 12 ll 10 1 MDR-DSM n.s. , DSM 3.260 0.937 73 7 22 28 15 l DMGR-DSM .05 32. "People" MMGR 2.719 0.700 7 ’- l 3 3 - Knowledge MDR 2.911 1.057 56 9 9 29 6 8 MDR-DMGR n.s. DMGR 3 111 0.893 36 -- 13 16 5 2 MDR-DSM n.s. DSM 3 952 0.777 73 7 25 35 6 —- DMGR-DSM n.s. 33 Strategy MMGR 2.571 0.909 7 — 1 3 2 l - Formulation MDR 2 732 1.289 56 6 11 13~ 19 12 MDR-DMGR n.s. DMGR 3 139 0.976 36 3 10 13 9 l MDR-DSM n.s. DSM 3 091 0.867 73 9 16 33 19 1 DMGR-DSM .01 39 Tactica1~ MMGR 2.857 0.833 7 - 2 2 3 - Adjustment MDR 2 857 1.187 56 6 10 18 19 8 MDR-DMGR n.s. DMGR 3 199 0.876 36 2 10 19 3 2 MDR-DSM n.s. DSM 3 192 0.788 73 5 16 90 12» -- DMGR-DSM .01 35 Communicative MMGR 3 000 0.756 7' - 2 3 2 -. Ability ' MDR 2 969 1.052 56 - 5 9 27 9 6 MDR-DMGR n.s. DMGR 3 250 0.829 36 l 13 18 2 2 MDR-DSM - n.s. SM 3.370 0.693 73 5 21 93 9 -- DMGR-DSM .05 36 Source of MMGR 2.571 1.900 7 1 l l ' 2 2 Information MDR 2 625 0.992 56 2 6 26 13 9 MDR-DMGR n.s. DMGR_ 2.667 1.027 36 l 7 12 11 5 MDR-DSM .05 DSM 3 219 0.925 73 8 15 37 11 2 DMGR-DSM n.s. 37 Market MMGR 2 571 1.299 7 l - 3 2 Knowledge MDR 2.571 1.163 56 3 10 15 16 12 MDR-DMGR n.s. DMGR 2.833 0.957 36 2 5 l7 9 3 MDR-DSM n.s. DSM 3.056 0.831 72 9 19 37 16 1 DMGR-DSM .05 38 Reputation MMGR 2.929 1.178 7 1 — 1 l NEE 2.821 1.369 56 9 10 10 16 11 MDR-DMGR n.s. DMGH 3.028 1.19? 36 6 l6 8 3 MDR-DSM n.s. . DSM 3.08? 1.26‘ 73 13 19 21 16 9 DMGR-DSM n.s. 39 Experience MMGR 2.571 1.17 7 1 - 2 3 1 and Training MDR 2.821 1.136 56 5 9 21 13 8 MDR—DMGF n.s DMGR 7 972 0.928 36 2 8 l9 11 l MDR-DSM n.s DSM 3 083 1.127 7? 10 12 31 12 7 DMGR-DSM n.s 90 Planning _ MNGR 2 571 0.728 7 - 1 2 9 - MDR 2.500 1.000 56 2 5 22 17 10 MDR-DMGR n.s DMGR .2806 0.876 36 -- 9 13 12 2 MDR-DSM n.s DSM 3.181 0.903 72 6 17 35 12 2 DMGR-DSM n.s Promotion 91 Sales Aids MMGR 3.286 1.161 7 2 — 3 2 - MDR 2.929 0.799 56 1 11 29 13 2 MDR-DMGR n.s. DMGR 2.838 0.855 37 1 6 18 10 2 MDR-DSM n.s. DSM 3.000 0.828 73 5 9 91 17 1 DMGR-DSM n.s. 92 Sales MMGR 3.193 0.639 7 - 2 9 1 - Promotion MDR 2.982 1.077 56 5 12 21 13 5 MDR-DMGR n.s. ‘ DMGR 2.838 0.789 37 1 5 19 11 1 MDR—DSM n.s. DSM 3.091 0.851 73 .2 19 35 19 3 DMGR=DSM n.s. 93 Manufacturer's MMGR 3.286 1.030 7 1 2 2 2 - Advertising MDR 2.732 1.009 56 9 . 6 22 19 5 MDR-DMGR .05 DMGR 2.135 1.319 37 3 5 2 11 16 MDR-DSM n.s. . DSM 2.671 1.15 73 6 11 21 23 12 DMGR-DSM n.s. 99 Distributor MMGR 2.929 0.90 7 - 1 2 3 1 Advertising ‘ MDR 2.732 1.099 56 3 8 29 13 8 MDR-DMGR n.s. DMGR 2.757 I 1.199 37 3 7 10 12 5 MDR—DSM n.s. DSM 2.836 0.828 73 2 12 33 29 2 DMGR—DSM n.s. 95 Direct Mail MMGR 2.719 1.385' 7 l 1 2 1 2 MDR 2.839 0.991 56 2 9 29 10 6 MDR-DMGR n.s. DMGR 2.973 0.972 37 3 6 17 9 2 MDR-DSM n.s. DSM 2.861 0.871 72 3 8 93 12 6 DMGR-DSM n.s. 96 Visual Aids MMGR 3.286 1.161 . 7 1 2 3 - 1 MDR 2.696 0.893 , 56 1 5 32 12 6 MDR-DMGR n.s. DMGR 2.838 0.717 37 -- 5 23 2 MDR-DSM - n.s. DSM 3.019 0.892 72 3 15 36 16 2 DMGR-DSM n.s. 209 TABLE II-2 (continued) Response Frequencies‘ Significance Test Standard Item Sample Mean N - - Deviation :38 i; Equal 518 3:: Sample Level Promotion (Cont.) 97 Customer MMGR 3.193 0.990 7 l 1 3 2 - Referrals MDR 2.732 1.329 . 56 7 11 10 16 12 MDR-DMGR ' n.s. DMGR 2.703 1.205 37 9 5 10 12 6 MDR-DSM n.s. DSM 2.822 1.231 73 9 12 20 21 11 DMGR-DSM n.s. 98 Publicity ' MMGR 2.571 1.050 7 - 1 9 — 2 * MDR 2.607 1.030 56 2 10 15 22 7 MDR—DMGR n.s. DMGR 2.519 0.976 37 l 9 19 12 6 MDR-DSM n.s. DSM 2.836 0.979 73 6 7 39 21 5 DMGR-DSM n.s. 99 Personal MMGR 2.719 1.030 7 - 2 2 2 1 Contacts MDR 2.589 1.221 56 5 7 174 19 13 MDR-DMGR ' n.s. DMGR 2.973 1.000 37 9 9 l8 _ 9 2 MDR-DSM n.s. DSM 2.918 1.120 73 6 16 26 16 9 DMGR-DSM n.s. 50 Demonstration MMGR 2.857 1.125 7 l l 1 9 - Proficiency MDR 2.696 1.299 56 7 6 20 9 l9 MDR-DMGR n.s. DMGR 2.838 0.995 37 1 9 12 13 2 MDR-DSM n.s. DSM 2.986 1.079 73 5 21 21 20 6 DMGR-DSM n.s. Personnel . 51 Executive MMGR 2.719 . 1.030 7 l - 2 9 - , Leadership MDR 2.679 1.283 56 6 9 15 13 13 MDR-DMGR n.s. . DMGR 3.111 0.893 '36 3 6 19 8 -- MDR-DSM n.s. DSM 3.123 1.006 73 7 19 25 20 2 ' DMGR—DSM n.s. 52 Sales MMGR 2.571 1.050 7 - 1 - 1 5 - Supervision MDR ' 2.911 1.196 56 1 12 ll 17 15 MDR-DMGR n.s. DMGR 3.056 0.911 36 2 10 12 12 -- MDR-DSM n.s. ‘ DSM 3.082 1.156 73 12 11 26 19 5 DMGR-DSM .05 53 Service MMGR 2.719 1.030 7 l - 2 9 - Supervision MDR 2.661 1.159 56 3 12 19 17 10 MDR-DMGR n.s. DMGR 2.972 0.986 36 9 9 16 11 1 MDR-DSM n.s. DSM 2.909 1.062 73 6 15 23 29 5 DMGR-DSM n.s 59 Employee MMGR 3.193 0.833 7 l - 5 l - Morale MDR 2.911 1.090 56 5 9 25 10 7 MDR-DMGR n.s. . DMGR 3.250 0.690 36 -- 13 19 9 -- MDR-DSM n.s. DSM 3.169 1.021 73 8 15 37 7 6 DMGR-DSM .05 55 Technical MMGR 3.000 1.069 7 1 1 2 3 - Assistance MDR 2.839 1.098 56 3 11 23 12 7 MDR-DMGR n.s. DMGR 2.528 1.090 36 3 1 13 19 5 MDR-DSM n.s. DSM 2.995 1.121 73 8 19 23 22 6 DMGR-DSM n.s. 56 Industry MMGR 3.193 0.639 7 - 2 9 1 - Relations MDR 2.911 0.931 56 9 5 39 8 5 MDR-DMGR n.s. DMGR 2.889 0.779 36 2 3 20 11 -- MDR-DSM n.s. DSM 3.069 0.976 72 8 10 36 15 3 DMGR-DSM n.s. 57 Manufacturer's MMGR 3.286 1.278 7 1 3 1 1 1 RepresentativesMDR 3.357 1.008 56 11 8 28 8 1 MDR-DMGR .01 DMGR 2.167 0.898 36 -- 2 12 12 10 MDR-DSM n.s. 'DSM . 2.899 1.106 73 6 12 30 15 10 DMGR-DSM n.s. 58 Interpersonal MMGR 3.000 0.535 7 - 1 5 l - Skills MDR 3.125 0.733 56 2 12 39 7 1 MDR-DMGR n.s. DMGR 3.222 0.671 36 2 7 29 3 __ MDR-DSM n.s. DSM 3.319 0.792 72 5 19 93 9 1 DMGR-DST n.s. 59 Teamwork MMGR 2.857 0.350 7 - - 6 1 - MDR 2.996 1.076 56 5 9 27 8 7 MDR-DMGR n.s. DMGR 3.278 0.650 36 l ' ll 21 3 -- MDR-DSM n.s. DSM 2.890 0.995 73 5 11 31 23 3 DMGR-DSM .01 60 Experience MMGR 2.857 0.833 7 - 2 2 3 - MDR 2.786 1.299 56 7 8 17 19 10 MDR-DMGR n.s. DMGR 3.278 0.870 36 3 11 15 7 -- MDR-DSM n.s. DSM 3.178 0 8 16 33 13 3 DMGR-DSM .01 .989 73 C‘!\i${.l; 2(15 Iil-l.--Manufacturer-dlstributor combination item mean scores. Combination Item Competitive A .8 C D E F 0 Product 1 Versatility 3.500 ' 3.387 3.538 3.316 3.655 2.829 3.250 2 Durability 3.038 9.871 3.896 2.997 . 3.395 3.588 3.292 3 Mobility 3.808 3.989 3.269 3.997 3.291 3.722 3.625 9 Economy 2.692 9.677 3.231 ,2.892 3.103 2.529 2.625 5 Attachments 3.115 3.323 3.269 2.526 3.103 2.765 2.958 6 Variety 2.000 3.032 3.659 2.105 9.103 2.999 3.875 7 Oper. Benefits 3.615 9.581 3.962 3.737 9.069 3.912 3.592 8 Engineering 9.000 9.792 3.885 3.579 3.82 3.500 3.958 9 Design 3.808 9.989 9.231 3.579 9.207 3.235 3.592 10 Warranty Provisions 2.885 3.097 3.159 3.105 . 3.655 3.999 ' 3.375 Total 32.961 39.678 36.039 31.683 36.309 31.963 33.592 Service 7 11 Delivery -3.038 2.806 2.385 2.997 2.862 3.056 3.000 12 Avail. of Parts 1.923 9.806 2.731 3.000 2.379 2.999 2.208 13 Proficiency 2.962 9.226 2.538 2.892 2.857 2.529 3.092 19 Efficiency 2.385 9.065 2.885 3.211 2.759 2.829 2.958 15 Customer Educ. 2.038 9.355 2.896 2.579 2.983 2.176 2.292 16 Shop Facilities ,2.159 9.258 2.923 2.579 2.395 2.778 2.625 17 Cust. Complaints 2.885 3.779 3.192 3. 58 3.291 2.882 2.565 18 Warr. Fulfillment 3.115 9.000 3.192 3.158 3.919 3.000 3.083 19 Field Service 2.308 9.598 3.077 2.895 2.966 2.889 2.583 20 Personnel 2.396 9.598 2.808 2.789 3.039 2.889 2.583 Total 29.659 91.386 28.077 29.158 28.390 27.967 .939 Financial '21 Prices 2.885 1.733 2.577 2.892 3.983 2.778 3.667 22 Credit Avail. 2.769 3.367 2.808 3.053 3.069 3.111 2.875 23 Credit Terms 2.577 2.567 2.923 2.997 3.138 3.056 3.000 29 Service Charges 2.962 3.100 3.102 2.997 2.966 3.111 2.833 25 Trade-In Policy 2.896 2.233 3.077 2.979 3.395 3.111 2.708 26 Rental/Lease 2.692 2.500 3.159 2.632 3.039 2.778 2.875 27 Mfgr. Support 3.090 2.967 2.923 2.833 3.219 3.222 3.935 28 Uper. Capital 1.538 9.600 1.923 2.689 2.998 1.889 2.958 29 Cost Control 2.769 3.967 2.885 3.056 2.969 2.611 2.667 30 Billing 3.000 3.267 2.896 3.000 2.897 2.778 2.750 Total 27.078 29.801 ’8.308 28.968 .558 28.995 29.268- Personal Selling 31 Product Know. 2.808 3.833 3.038 2.789 3.998 2.722 3.092 32 "People" Know. 2.885 3.933 3.077 2.997 3.276 2.833 2.958 33 Strategy Form. 2.577 9.033 2.808 2.526 2.931 2.667 2.667 39 Tactical Adjust. 2.896 3.900 2.577 2.892 3.207 3.056 2.833 35 Comm. Ability 2.962 3.867 3.115 3.000 3.207 3.000 3.000 36 Source of Info. 2.692 9.100 2.962 2.921 2.793 2.556 2.750 37 Market Know. 2.923 9.033 2.692 2.316 2.759 2.778 2.935 38 Reputation 2.385 9.667 2.500 2.997 3.069 2.389 2.250 39 Exp. & Training 2.769 9.267 2.538 2.921 2.966 2.556 2.652 90 Planning 2.615 3.833 2.692 2.979 2.862 2.556 2.565 Total 26.962 90.966 27.999 .683 30.518 27.113 27.152 WI“, t ’9 TABLE 11191 (continued) 2(36 Competitive Combination Item ----- - A -B C D E F G Promotion 91 Sales Aids 2.808 3.935 2.659 2.895 2.759 2.221 3.030 92 Sales Promotion 2.962 3.695 3.231 2.789 3.039 2.167 2.553 93 Mfgr's. Advert. -2.269 3.968 2.308 2.979 2.919 2.333 2.092 99. Distrib. Advert. 2.500 3.871 2.659 '2.632 2.655 2.278 2.375 95 Direct Mail 2.615 9.097 2.692 2.789 2.719 2.000 2.667 96 Visual Aids 2.615 3.779 2.808 2.979 2.690 2.556 2.913 97 Customer Referrals 2.269 9.581 2.896 2.263 2.729 2.056 1.958 98 Publicity 2.923 3.839 2.577 2.316 2.517 2.500 2.208 99 Personal Contacts 2.308 3.935 ].769 2.689 . 2.897 ' 2.999 2.250 50 Demo. Proficiency 2.962' 9.065 2.962 2.263 3.138 2.667 2.917 Total 25.231 39.710 27.001 25.579 27.592 23.223 29.913 Personnel 51 Exec. Leadership '2.396 9.333 2.896 2.689 2.966 2.722 2.917 92 Sales Superv. 2.923 9.267 2.577 2.316 3.069 2.333 2.292 53 Service Superv. 2.192 9.333 2.577 3.000 2.690 2.278 2.375 59 Employee Morale 2.962 3.967 3.159 3.211 13.172 2.72 2.750 55 Tech. Assistance 2.385 9.333 3.159 2.526 2.983 2.611 2.958 56 Industry Rels. '2.538 3.800 2.760 2.895 3.069 2.722 2.833 57 Mfgr's. Reps. 2.538 3.833 2.385 2.921 2.690 2.611 3.958 58 Interper. Skills 2.962 9.033 3.120 3.053 3.291 3.056 2.833 59 Teamwork 2.923 3.867 2.885 2.895 2.828 2.889 2.958 60 Experience 2.500 9.933 2.808 2.997 2.931 2.778 2.667 Total 29.769 91.199 28.266 27.998 29.139 26.7f2 27.591 Element Product 2.961 39.678 36.039 31.683 36.309 31.90% Service 29.659 91.386 28.077 29.158 28.390 27.9a; Financial 27.078 29.801 28.308 28.968 30.558 28.995 2' Pers. Selling 26.962 90.966 27.999 26.683 30.518 27.113 27 it Promotion 25.231 39.710 27.001 25.579 27.592 23.223 23.9 3 Personnel 29.769 91.199 28.266 27.998 29.139 26.722 27 5’1 Composite Total 161.155 232.290 175.190 169.519 182.906 169.933 168.355 2(17 TABLE Lil—2.-—K1L1"1010r0r—d‘:tribuzor combination item standard deviation scores. Combinations Iten1 ' A .B c D E F 0 Product 1 Versatility 0.747 3.748 0.929 0.862 0.708 0.706 0.878 2 Durability 1.126 0.335 0.769 0.887 0.957 0.691 1.020 3 Mobility 0.878 0 615 0.762 0.887 0.625 0.731 1.033 4’ Economy 0.821 0.467 0.750 .1.136 0.803 1.036 0.857 5 Attachment: 0.640 0.642 0.592 0.819 0.803 1.059 0.735 6 Variety 0.784 0 999 0.829 1.209 1.029 1.268 1.235 7 Oper. Benefit; 0.738 0 555 0.75 1.068 0.521 0.844 1.079 8 Engineering 0.832 0.438 0.974 0.990 0.746 1.014 1.224 9 Design 0.556 0.561 0.639 1.042 0.804 1.113 1.290 10 Warranty FroYi.ious 0.640 0.962 0.717 0.640 v0.800 0.831 '0.753 Total 7.762 6 322 7.720 9.540 7.796 9.293 10.104 Service 11 Delivery 0.706 0 780 1.003 0.605 0.860 1.129 0.933 12 Avail. of ertv '0.828 0.395 0.943 0. 2 0.611 1.012 1.154 13 Proficiency 0.887 0 705 0.796 0.874 0.693 0.848 1.060 14 Efficiency 1.211 0 840 0.847 0.766 0.857 0.923 0.912 15 Customer £100. 0.898 0 698 1.063 0.878 0.815 0.984 0.994 16 Shop Facilities 1.026 0 841 0.631 0.990 0.708 0.786 0.992 17 Cust. Ccmpldint: -1.187 0 791 0.785 0.488 0.773 0.758 1.135 18 Warr. Fulfillment 1.050 0 803 0.482 0.670 0.670 0.667 0.702 19 Field Service 0.821 0 614 0.828 0.307 0.809 0.737 0.812 20 Personnel 0.782 0 559 0.785 0.521 0.669 0.737 0.702 Total 9.396 7 026 8.163 6.824 7.465 8.581 9.336 F.n.nsr;1 21 Price“ 0.698 0.639 0.927 0.744 0.676 1.272 0.898 22 Cr. ‘C 2W1.i 0.799 1.01; 0.680 0.605 0.450 0.809 0.791 23 Crtilt 157 0.743 0.969 0.675 0.510 0.433 0.621 0.866 24 Se: vb... 0.854 0.473 0.394 0.510 0.414 0.875 0.799 25 Trade-in 7611:; 1.026 1.055 0.730 0.939 0.800 1.048 0.676 26 Rental/160:0 0.773 1.118 0.907 1.037 0.850 0.975 0.971 27 Mfgr. Surrort 3.958 1.204 0.828 0.957 0. 25 0.975 0.970 8 Oper. 2171121 0.634 0.879 0.675 1.216 0.894 0. 75 1.130 29 Cost Control 0.890 0.836 0.847 0.848 0.499 0.891 0.799 30 Billing 0.734 1.123 0.361 0.000 0.402 0.533 0.520 Total 8.109 9.322 7.024 7.366 6.143 8.874 8.570 Personal Selling 31 Product Know. 0.735 0.778 0 980 0 893 0 813 0 989 1.172 32 "People†Know. 0.751 0.629 0.874 0 887 0 518 0 764 1.338 33 Strategy Form. 0.927 0.795 1 001 1 045 0 828 0 582 1.027 34 Tactical Adjust. 0.662 0.790 0.927 O 670 0.886 0.780 1.213 35 Comm. Abi1ity 0.706 0.763 0 891 0 725 0 609 0.667 1.100 36 Source of Info. 0.821 0.790 0 929 0 936 0 713 0.762 1.051 37 Market Know. 0.793 0.752 0.773 0 921 0 773 0.853 1.055 38 Reputation 1.146 0.537 0 797 0 887 O 785 1.253 1.331 3 Exp. 1 Training 1.085 0.7 2 1 009 0 878 0 718 0.831 1.005 40 Planning 0.880 0.734 09.51 0 819 0.819 0 762 0.970 Total 8.506 7.340 9 132 8 661 7 462 8 543 11 353 TABLE III—2 (continued) 208 Combinations Item ‘ A .B C D E F G Promotion 41 Sales Aids 0.680 0.669 0.551 0.788 0.502 0.711 0.866 42 Sales Prom. 0.706 0.785 0.846 1.004 0.765 0.833 0.759 43 Mfgr's Advert. 0.983 0.933 0.951 1.094 0.766 1.155 1.060 44 Distrib. Advert. 0.797 0.793 0.782 _0.809 0.800 0.989 0.857 45 Direct Mail 0.738 0.689 0.606 0.832 0.589 0.816 0.799 46 Visual Aids 0.788 0.658 0.680 0.819 0.748 0.762 0.654 47 Customer Referrals 0.983 0.493 ‘1.063 0.909 0.826 0.970 0.889 48 Publicity 0.885 0.846 0.793 0.653 0.895 0.833 0.912 49 Pers. Contacts 1.066 1.014 1.012 0.862 1.029 0.896 0.924 50 Demo. Profic. 1.009_ 0.840 1.082 0.965 , 0.937 1.054 ' 0.759 Total 8.635 7.720 8.366 8.735 7.857 9.019 8.479 Personnel 51 Exec. Leadership 0.676 0.596 1.063 1.259 0.765 0.650 0.997 52 Sales Superv. '0.689 0.727 1.044 1.126 0.980 0.745 0.934 53 Service Superv. 0.680 0.596 0.743 1.076 0.875 0.931 0.753 54 Employee Morale 1.009 0.706 0.988 1.004 0.746 0.558 0.878 55 Tech. Assistance 0.964 0.699 0.863 0.752 0.676 0.678 0.978 56 Industry Rels. 0.692 0.980 0.907 8.852 0.691 0.448 0.943 57 Mfgr's Reps. -0.887 1.067 1.041 0.936 0.700 0.891 1.290 58 Interper. Skills 0.517 0.706 0.652 0.510 0.625 0.524 0.624 59 Teamwork 0.927 0.806 0.974 0.852 0.698 0.657 0.789 60 Experience 0.888 0.616 0.833 0.999 0.785 0.711 1.106 Total 7.929 7.499 9.108 9.366 7.541 6.793 9.292 7 Product 7.762 6.322 7.720 9.540 7.796 9.293 10.104 Service 9.396 7.026 8.163 6.824 7.465 8.581 9.336 Financial 8.109 9.322 7.024 7.366 6.143 8.874 8.570 Pers. Selling 8.506 7.340 9.132 8.661 7.462 8.543 11.353 Promotion 8.635 7.720 8.366 8.735 7.857 9.019 8.479 Personnel 7.929 7.499 9.108 9.366 7.541 6.793 9.292 Composite Total 50.337 45.229 49.513 50.492 44.264 51 103 57.134 APPENDIX IV MICROSCOPIC ANALYSIS TABLES 209 210 TABLE IV-1.--Rank correlation of competitive unit market shares and element scores (product and service). Unit Product Service Market Share Code Bank Rank Rank 01 8.0 13.5 8.5 El 19.0 11.0 14.5 B2 11.0 2.0 4.0 F2 21.5 18.0 19.5 A3 17.0 9.0 8.5 B3 7.0 5.0 6.5 D3 25.0 7.0 18.0 E3 14.5 12.0 5.0 G3 16.0 24.0 19.5 A4 20.0 17.0 16.0 B4 1.0 3.0 6.5 E4 14.5 20.0 10.5 D5 23.0 19.0 17.0 G6 6.0 21.5 22.5 B7 4.0 ‘6.0 1.0 G7 24.0 25.0 22.5 B8 3.0 1.0 2.0 C8 12.0 8.0 10.5 E8 5.0 13.5 13.0 F8 9.5 16.0 24.0 A9 18.0 23.0 21.0 B9 2.0 4.0 3.0 C9 9.5 10.0 12.0 E9 13.0 15.0 14.5 F9 21.5 21.5 25.0 Spearman Rank Correlation Coefficients: .619; Service .819. Product 211 TABLE IV-2.--Rank correlation of competitive unit market shares and element scores (financial and personal sell- ing). Unit Financial Personal Selling Market Share Code Bank Rank Rank Cl E1 B2 F2 A3 B3 D3 E3 G3 A4 B4 E4 D5 G6 B7 G7 B8 08 E8 F8 A9 B9‘ C9 E9 F9 I'U NFJF’ [UN HHHHN UHߣ=FWflKNOkflRMO~QmHflthLtFJGnflUJFHv~JUHU H F’ 0). o o o o o o o o o o OOOOOU‘IOU‘IUTOOOOOU'IOOOU'IOOUTOOO FJH Mm mmxmzmmmemNmmzmmeN HH H U‘IUTOOOOOOOU'IOOUTOOU'IOOOO iAFJH NHHH m o o m HH om 10.0 22.0 H r4 armour-i:wommi—JMQOONoxxomoooxoomL-zoo l—' OU'IOOOOOWOWOWOWWOUTOOU‘IWWOWU‘I MPH NMHH m NHH HH Spearman Rank Correlation Coefficients: Financial .269; Personal Selling .765. 212 TABLE IV-3.--Rank correlation of competitive unit market shares and element scores (promotion and personnel). Unit Promotion Personnel Market Share Code Rank Rank Rank 01 7.0 10.5 8.5 E1 16.0 7.0 15.5 B2 1.0 3.0 4.0 F2 21.5 22.0 19.5 A3 17.5 18.0 8.5 B3 5.5 5.0 6.5 D3 14.0 8.0 18.0 E3 15.0 9.0 5.0 03 17.5 18.0 19.5 A4 13.0 16.0 16.0 B4 4.0 1.0 6.5 E4 10.0 14.5 10.5 D5 24.5 24.5 17.0 G6 20.0 14.5 22.5 B7 5.5 6.0 1.0 G7 23.0 23.0 22.5 B8 3.0 4.0 2.0 C8 11.0 12.0 10.5 E8 8.0 13.0 13.0 F8 24.5 18.0 24.0 A9 19.0 20.5 21.0 B9 2.0 2.0 3.0 C9 12.0 24.5 12.0 E9 9.0 10.5 14.5 F9 21.5 20.5 25.0 Spearman Rank Correlation Coefficients: Promotion .848; Personnel .727. 213 TABLE IV-4.-—Rank correlation of competitive unit market shares and composite scores. Unit Code Composite Rank Market Share Rank 01 8.0 8.5 El 12.0 14.5 B2 3.0 4.0 F2 21.0 19.5 A3 16.0 8.5 B3 5.0 6.5 D3 14.0 18.0 E3 13.0 5.0 G3 20.0 19.5 A4 18.0 16.0 B4 2.0 6.5 E4 11.0 10.5 D5 25.0 17.0 G6 19.0 22.5 B7 6.0 1.0 G7 24.0 22.5 B8 4.0 2.0 C8 f7.0 10.5 E8 9.0 13.0 F8 17.0 24.0 A9 22.0 21.0 B9 1.0 3.0 C9 15.0 12.0 E9 10.0 14.5 F9 23.0 25.0 Spearman Rank Correlation Coefficient: Composite .847. BIBLIOGRAPHY 214 BIBLIOGRAPHY Books Alderson, Wroe. Dynamic Marketing Behavior. Homewood, Illinois: RiChard D. Irwin, Inc., 1965. . Marketing Behavior and Executive Action. Homewood, Illinois: Richard D. Irwin, Inc., 1957. Alderson, Wroe, and Green, Paul E. Planning and Problem "Solving in Marketing. Homewood, Illinois: Richard D. Irwin, Inc., 1964. Alexander, Ralph 8.; Cross, James S., and Cunningham, Ross M. Industrial Marketing. Homewood, Illinois: Richard D. Irwin, Inc., Revised Edition, 1961. Buzzell, Robert D. Value Added by Industrial Distri- butors and Their Producfivity. 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