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Knowledge, Motivation, and Adaptive Behavior: A Framework for Improving Selling Effectiveness Barton A. Weitz; Harish Sujan; Mita Sujan Journal of Marketing, Vol. 50, No. 4. (Oct., 1986), pp. 174-191. Stable URL: http://links.jstor.org/sici?sici=0022-2429%28198610%2950%3A4%3C174%3AKMAABA%3E2.0.CO%3B2-P Journal of Marketing is currently published by American Marketing Association. Your use of the JSTOR archive indicates your acceptance of JSTOR's Terms and Conditions of Use, available at http://www.jstor.org/about/terms.html. JSTOR's Terms and Conditions of Use provides, in part, that unless you have obtained prior permission, you may not download an entire issue of a journal or multiple copies of articles, and you may use content in the JSTOR archive only for your personal, non-commercial use. Please contact the publisher regarding any further use of this work. Publisher contact information may be obtained at http://www.jstor.org/journals/ama.html. Each copy of any part of a JSTOR transmission must contain the same copyright notice that appears on the screen or printed page of such transmission. JSTOR is an independent not-for-profit organization dedicated to and preserving a digital archive of scholarly journals. For more information regarding JSTOR, please contact [email protected]. http://www.jstor.org Tue May 1 11:49:41 2007

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Knowledge, Motivation, and Adaptive Behavior: A Framework for ImprovingSelling Effectiveness

Barton A. Weitz; Harish Sujan; Mita Sujan

Journal of Marketing, Vol. 50, No. 4. (Oct., 1986), pp. 174-191.

Stable URL:

http://links.jstor.org/sici?sici=0022-2429%28198610%2950%3A4%3C174%3AKMAABA%3E2.0.CO%3B2-P

Journal of Marketing is currently published by American Marketing Association.

Your use of the JSTOR archive indicates your acceptance of JSTOR's Terms and Conditions of Use, available athttp://www.jstor.org/about/terms.html. JSTOR's Terms and Conditions of Use provides, in part, that unless you have obtainedprior permission, you may not download an entire issue of a journal or multiple copies of articles, and you may use content inthe JSTOR archive only for your personal, non-commercial use.

Please contact the publisher regarding any further use of this work. Publisher contact information may be obtained athttp://www.jstor.org/journals/ama.html.

Each copy of any part of a JSTOR transmission must contain the same copyright notice that appears on the screen or printedpage of such transmission.

JSTOR is an independent not-for-profit organization dedicated to and preserving a digital archive of scholarly journals. Formore information regarding JSTOR, please contact [email protected].

http://www.jstor.orgTue May 1 11:49:41 2007

Page 2: Knowledge, Motivation, and Adaptive Behavior: A … · Knowledge, Motivation, and Adaptive Behavior / 175 . ... The upper left part of Figure 1 indicates that three ... (Weitz 1981)

- -

Barton A. Weitz, Harish Sujan, & Mita Sujan

Knowledge, Motivation, and Adaptive Behavior: A

Frame-work for Improving -

Selling Effectiveness The authors propose that adaptive selling is influenced by salespeople's knowledge of customer types and sales strategies as well as their motivation to alter the direction of their behavior. Pertinent research in psychology and personal selling is reviewed and specific propositions relating to knowledge, moti- vation, and adaptive behavior are advanced. On the basis of these propositions, suggestions are made for selecting, training, managing, and compensating salespeople.

T"ORIES of job performance suggest that three factors affect performance, (1) role perceptions,

(2) motivation, and (3) ability.' Role perceptions in- fluence the salesperson's understanding of what ac- tivities should be undertaken and how these activities should be performed. Motivation affects the amount of effort expended performing the activities, and abil- ity affects the quality of the effort expended. The Walker, Churchill, and Ford (1977) model of sales- person performance pertains almost exclusively to the first two factors-role perceptions and motivation. The

'The performance of a salesperson is affected by other factors such as the nature of the sales territory, the level of competitive activity, the commitment of customers to the firm's offering, and luck. How- ever, these factors are typically beyond the control of the individual salesperson and thus are not emphasized in job performance theories such as the Walker, Churchill, and Ford (1977) model of salesperson performance.

Barton A. Weitz is Professor of Marketing and J. C. Penney Eminent Scholar in Retail Management, University of Florida. Harish Sujan and Mita Sujan are Assistant Professors of Marketing, The Pennsylvania State University. The three authors contributed equally to the research. The authors are grateful for comments made by two anonymous JM re-viewers.

174 / Journal of Marketing, October 1986

third component, ability, is discussed in a few para- graphs and no propositions are developed.

The objective of our article is to provide a frame- work for research directed toward increasing our un- derstanding of the ability component. The framework centers on a specific ability, the ability to adapt sales behaviors effectively to the demands of the sales sit- uation. Though ability related to adaptive selling is only one element of the ability component, we believe it is a crucial aspect because it indicates the degree to which salespeople are able to take advantage of the unique communication elements associated with per- sonal selling. Personal selling is the only communi- cation vehicle in which the marketing message can be adapted to the specific customer's needs and beliefs. Salespeople have the opportunity to do "market re-search" on each customer and implement a sales pre- sentation that is maximally effective for that cus-tomer. In addition, they can observe the reactions of their customers to sales messages and make rapid ad- justments (Weitz and Wright 1978).

The article is divided into five sections. In the first section, we define adaptive selling and present a framework for examining it. Prior research on adap- tive selling is reviewed in the second section. In the third section we consider the crucial capabilities needed

Journal of Marketing Vol. 50 (October 1986), 174-191.

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to be effective in adaptive selling-knowledge of sales Contingent Relationship Between Adaptive situations and behaviors and information acquisition Selling and Effectiveness skills. In the fourth section we describe the v-ariables that motivate salespeople to practice adaptive selling and learn from their experiences. We conclude with a discussion of managerial actions that can improve the adaptive selling ability of salespeople.

Adaptive Selling Framework A model relating the motivation to practice adaptive selling, adaptive selling capabilities, the practice of adaptive selling, and selling effectiveness is shown in Figure 1. The model identifies some key constructs associated with adaptive selling and suggests how these constructs are interrelated. It is not intended to de- scribe the process by which salespeople adapt their sales presentation, develop adaptive selling skills, or are motivated to practice adaptive selling.

The practice of adaptive selling is defined as the al- tering of sales behaviors during a customer interaction or across customer interactions based on perceived in- formation about the nature of the selling situation. An extreme example of non-adaptive selling is delivering the same "canned" presentation (Jolson 1975) to all customers. In contrast, salespeople are extremely adaptive when they use unique sales presentations for each customer and also alter their behavior during an interaction.

Selling effectiveness, the performance of sales- people across sales interactions, is not included in the definition of adaptive selling we use here. Altering sales behaviors (adaptive selling) can be effective or ineffective. The upper right part of the model suggests that the relationship between the practice of adaptive selling and selling effectiveness is moderated by the

FIGURE 1 An Ada~tive Sellina Framework

I

I I

I

SALES I I CHARACTERISTICS 1 BEHAVIOR OF 1

MANAGEMENT I I OF SALESPERSON I SALESPERSON

VARIABLES I I I

Knowledge, Motivation, and Adaptive Behavior / 175

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nature of the selling environment and the capabilities of the salespeople. Adaptive selling is effective only when these variables result in the benefits outweigh- ing the costs of practicing adaptive selling.

Characteristics of selling environment. Though in general one would expect the practice of adaptive sell- ing to improve selling effectiveness, there are costs associated with practicing adaptive selling. To prac- tice it salespeople must spend time doing "market re- search" on the customer-time that might be spent more profitably in calling on other customers. Some characteristics of the selling environment that influ- ence the cost/benefit tradeoff associated with adap- tive selling are (1) the variety of customer needs and types encountered by the salesperson, (2) importance of the typical buying situation encountered, and (3) the resources provided by the company to the sales- person.

When salespeople have similar customers with similar needs, they can effectively use the same, best suited sales approach in all customer encounters. The costs of collecting information will not justify the marginal benefits realized by altering their sales ap- proach. However, the benefits of adaptive selling may be substantial when customers are making significant purchase decisions. In these situations, customers can reward salespeople by placing larger orders if the salespeople tailor their presentations to each custom- er's needs.

Further, salespeople can realize the potential ben- efits of adaptive selling when they have the resources to make appropriate alterations in their behavior. The benefit/cost ratio improves when salespeople are sell- ing a broad product line or products with many fea- tures and options. A variety of offerings assists sales- people in tailoring their presentations to meet the needs of their customers. Empirical support for this notion is provided by Saxe and Weitz (1982), who found that the resources available to salespeople moderated the relationship between customer-oriented (adaptive) selling and effectiveness.

Capabilities of salespeople. In addition to the re- sources provided by the company, salespeople's abil- ities and skills moderate the effectiveness of practic- ing adaptive selling. The lower left part of Figure 1 indicates the specific ability (knowledge) and skill (in- formation collection) that we examine here. We sug- gest that, to practice adaptive selling effectively, salespeople need an elaborate knowledge structure of sales situations, sales behaviors, and contingencies that link specific behaviors to situations. To utilize this knowledge, salespeople need to be skillful in collect- ing information about customers so that they can re- late knowledge acquired in previous sales situations to the interaction in which they are currently engaged.

Proposition 1: The effectiveness of practicing adaptive selling is moderated by the characteristics of the selling envi- ronment (variety of customers, im- portance of buying situation, and availability of company resources) and the abilities (knowledge) and skills (information collection) of the salesperson.

Motivation t o Practice Adaptive Selling

The upper left part of Figure 1 indicates that three salesperson characteristics motivating the practice of adaptive selling are (1) the degree to which salespeo- ple have an intrinsic reward orientation, (2) the ten- dency of salespeople to make strategy attributions when they analyze the causes of successful as well as un- successful sales encounters, and (3) the degree to which salespeople have the capabilities for effectively prac- ticing adaptive selling. In a subsequent section, these factors are described in more detail.

Sales Management and Adaptive Selling

The left edge of the adaptive selling model suggests how sales management practices are related to con- structs in the model. The intrinsic reward orientation of salespeople is affected by the level of self-man- agement, the culture of their organization, the nature of the reward system in which they function, and the feedback provided by sales managers. Environmental cues including the actions of sales managers are re- lated to the tendency of salespeople to make strategy attributions. Selection and training affect the knowl- edge and information acquisition skills of salespeople. Finally, the model in Figure 1 indicates that knowl- edge is influenced by the practice of adaptive selling.

After a brief review of personal selling literature related to this framework, we discuss in more detail the capabilities needed to practice adaptive selling ef- fectively, the factors motivating adaptive selling, and the impact of sales management practices on capabil- ities and motivation.

Personal Selling Research and the Adaptive Selling Framework

Theoretical Models

Conceptual models of the sales process recognize the importance of the unique adaptive capability of sales- people. These models incorporate adaptive behavior in the form of feedback loops and interactions be- tween customer characteristics and sales approaches (see Alessandra 1979; Green and Tonning 1979; Hakansson, Johanson, and Wootz 1977; Robertson and Chase 1968; Spiro, Perreault, and Reynolds 1976;

176 / Journal of Marketing, October 1986

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Weitz 1978). However, most empirical research on personal selling has largely ignored the adaptive na- ture of personal selling.

Rather than considering the role of adaptation, empirical research has sought to uncover sales behav- iors or behavioral predispositions (personality traits) that are effective over a range of selling situations. The equivocal and even contradictory nature of the findings suggests that there are no universally effec- tive selling behaviors (see Weitz 1979 for a review). "Every contact a salesman has . . . involves a dif- ferent human problem or situation. In brief there is no one sales situation and no one way to sell" (Thompson 1973, p. 8). Thus, effective salespeople need to use a contingency approach in which they se- lect their sales approach to match the specific situa- tions they encounter (Weitz 1981).

Empirical Research Though empirical research in personal selling has not directly investigated adaptive behaviors, there is some evidence that salespeople do adapt their sales ap- proaches to fit perceptions of customers and that such adjustments improve performance. A field experiment demonstrated that automobile salespeople varied the price quoted and treatment offered on the basis of cus- tomers' sex and race (Wise 1974). Spiro and Perreault (1979) found relationships between influence tactics used by salespeople during a sales interaction and characteristics of the interaction. The consistency of these findings suggests that salespeople use different approaches in different situations. However, descrip- tive studies of retail appliance salespeople suggest that the degree of adjustment may be limited. In the retail setting, more variation in attributes discussed (01-shavsky 1973) and types of comments made (Willet and Pennington 1966) occurred across salespeople than across customers for a salesperson.

The only empirical research examining relation- ships in the proposed adaptive selling framework (Figure 1) concerns the impact of information acqui- sition skills on selling effectiveness. This research is reviewed in the next section.

Knowledge and Information Acquisition: The Salesperson Resources Needed to Practice Adaptive Selling Effective1 y

Knowledge and Performance Knowledge about a domain has been shown to have a substantial impact on performance in that domain (Anderson 1982; Bettman and Park 1980; Larkin et al. 1980). These findings have led the developers of expert systems to place their primary emphasis on un-

covering and modeling the knowledge structure of ex- perts (Hayes-Roth, Waterman, and Lenat 1983, p. 4).

Though expert systems have been developed in the personal selling domain (Collins 1984), little empir- ical research has examined salesperson knowledge. Thus, support for the propositions in this section is drawn largely from cognitive psychology research on the abilities needed to solve complex problems and play complex games such as chess and bridge. These domains may seem to be unrelated to personal selling, but certain parallels justify using this research to study personal selling. First, many marketers (e.g., Gwinner 1968) advocate a problem-solution selling approach. Second, game playing involves anticipating and re- sponding to an opponent's move, just as selling in- volves adapting to customers' needs and behaviors. Though the needs and behaviors of customers may be less structured than physics problems and game situ- ations, the basic principles associated with solving such problems are likely to be applicable to sales. Conse- quently, differences in knowledge structures should be an important determinant of effective adaptive sell- ing just as they are an important factor in problem solving and game playing. Weitz (1978), though not directly examining knowledge structures, found the performance of salespeople to be related to their knowledge of customer values and beliefs.

Categorical Model of Memory We use the categorical model of memory developed by Rosch and her colleagues (Rosch 1975; Rosch et al. 1976; Mervis and Rosch 1981) as a foundation for studying salesperson knowledge. Categories are cog- nitive structures representing organized and interre-

'The categorical model of memory is one approach to studying knowledge; however, other models of memory also could serve as the basis for studying salesperson knowledge structures. For example, the Newell and Simon (1972) model of the individual as an information processor has been very successful in modeling problem-solving be- havior. Though their theory has provided valuable insights, and many aspects of their theory lend support to the categorization approach, their work has largely been on well-structured problems for which the information available is precise and an unambiguous solution can be found. In more complex social domains, the schematic model of memory (e.g., Rumelhart and Ortony (1977) has been widely used. However, the schema approach has been criticized because of meth- odological problems in defining and operationalizing schemata (Fiske and Linville 1980). The categorization approach is compatible with the general schema approach and has the advantage of strong con; struct definition based on a tradition of empirical research. In addi- tion, the categorization approach is particularly appropriate for ex- amining salesperson knowledge structures because (1) it specifically suggests how knowledge about a domain results in strategies for cop- ing with contingencies in that domain and (2) the categorical model is useful for developing hypotheses about the differences between knowledge structures of experts (or good performers) and those of novices (or poor performers). The categorization approach also has been applied successfully to a diverse set of areas including organi- zational behavior (e.g., Jaccoud, Gioia, and Sims 1984; Lord, Foti, and DeVader 1984), politics (e.g., Fiske, Kinder, and Larter 1983), and social cognition (e.g., Lingle, Altom, and Medin 1984).

Knowledge, Motivation, and Adaptive Behavior / 177

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lated knowledge about a domain (Medin and Smith 1984; Smith and Medin 1981). Two types of knowl- edge are associated with categories-declarative and procedural knowledge (Chi 1978; Larkin 1979). De- clarative knowledge is the set of facts associated with the category, such as the attributes describing a type of sales situation. Procedural knowledge consists of heuristics or action sequences associated with the cat- egory (Leigh and Rethans 1984), such as the sales ap- proach that enables the salesperson to cope with the type of sales situation. Thus, declarative knowledge provides the data base for understanding and inter- preting the selling domain, whereas procedural knowledge indicates what should be done.

Categorization is fundamental to human nature (Rosch 1975; Rosch and Mervis 1975). People natu- rally divide the world into categories so that objects, people, or events within a category can be treated similarly and differentiated from objects, people, or events in other categories. Categorization enables salespeople to cope with their complex selling envi- ronment. Knowledgeable salespeople, when confront- ing a sales situation, can simply categorize the situ- ation on the basis of similarity to a sales situation category in memory and then retrieve from memory the sales approaches for dealing with customers in that category. This efficiency has been demonstrated in other domains, for example, with bridge experts (Charness 1979; Engle and Bukstel 1978), physics experts (Chi, Feltovich, and Glaser 1981; Larkin et al., 1980), and political experts (Fiske 1982). Salespeople, like other experts in problem~solving situations, operate in an extremely complex domain. Rather than reacting to each new situation uniquely, salespeople accumulate a base of experience and probably organize this ex- perience into categories of selling situations so that it can be readily applied when they confront new cus- tomers and new selling situations.

A widely used sales training program (Ingrasci 1981) based on the Merrill and Reid (1981) cornmu- nication style matrix illustrates an approach for im- proving performance through the development of a salesperson's categorical knowledge structure. In this training program, salespeople are instructed to clas- sify customers into four basic categories (driver, ami- able, expressive, or analytical). Each category has four subcategories, affording a more detailed knowledge structure. Declarative knowledge is provided describ- ing the behaviors and motives of the typical customer in each category. For example, drivers typically have a technical background, dress conservatively, prefer group activities, tell rather than ask, and do not dis- play emotions. This declarative knowledge can be used to classify customers as well as understand their be- havior. Procedural knowledge (sales approach rules)

178 / Journal of Marketing, October 1986

is provided to aid salespeople in developing effective sales strategies. For example, if a driver salesperson is interacting with an expressive customer, the sales- person should increase responsiveness by verbalizing feeling, expressing enthusiasm, and spending more time on relationships rather than business.

The following proposition is forwarded to describe the relationship between the knowledge structures of salespeople and their capability to practice adaptive selling effectively.

Proposition 2: Categorized knowledge of selling situations is critical for effective adaptive selling. When confronting a sales situation, effective adaptive saIespeopIe tend to categorize the selling situation on the basis of its similarity to sales situation cate-gories stored in memory, and ap- ply declarative and procedural knowledge associated with the cat- egory to the sales situation.

Knowledge Structures and Adaptive Selling The propositions developed in this section indicate how knowledge structures of effective and ineffective adaptive salespeople may differ. These propositions pertain to the structure of knowledge rather than its specific content. The content of knowledge will be very idiosyncratic and will be contingent upon situa- tion-specific factors including the company for which the salesperson works, the competitive environment, and the specific customers of the salesperson. How- ever, generalizations can be made about the structural properties of knowledge, that is, the amount and type of knowledge and its organization. These generaliza- tions are outlined hereafter.

Number of categories. The availability of a large number of sales situation categories allows more pre- cise classification of sales situations and sales ap- proaches and thus results in the retrieval of a more appropriate sales strategy for the given situation. Re- search in both object and person perception supports the proposition that effective performers use more cat- egories and subcategories to describe their domain than

'Throughout the article we distinguish between the practice of adap- tive selling and effective adaptive selling. Because of the proposed contingent relationship between effectiveness and the practice of adaptive selling, effective adaptive selling implies that adaptive sell- ing is practiced under the appropriate sales conditions and that the salesperson has the appropriate capabilities.

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novices4 (Brewer, Dull, and Lui 1981; Chase and Simon 1973; Crocker, Fiske, and Taylor 1984; Mervis and Rosch 198 1; Simon 1979; Taylor 198 1). For example, Simon and Gilmartin (1973) estimated that chess mas- ters have a vocabulary of 50,000 chessboard config- urations in long-term memory. In contrast, a good club player has a vocabulary of 1000 configurations and a novice has very few categories for classifying chess patterns.

Proposition 3: The effectiveness of adaptive sell- ing increases with the number of sales situation categories available in the salesperson's long-term memory.

Category organization. Effective and ineffective adaptive salespeople are likely to differ not only in the number of categories available to them, but also in how these categories are organized or structured in memory. Effective performers may have hierarchi- cally organized knowledge structures with superordi- nate categories defined in terms of abstract or general principles and subordinate categories based on more detailed specific information (Rosch et al. 1976).

With a hierarchical structure, information can be categorized at more fine-tuned or specific levels. Con- sider the following example. A salesperson receives information on a small customer that is inconsistent with his or her "small customer type" category (e.g., the prototypic small customer is ill-informed about market options, whereas this customer is very knowl- edgeable). The expert salesperson with a hierarchical structure is able to classify the customer at a more specific level (e.g., the MBA small-scale entrepre- neur type). Thus, the salesperson could augment knowledge at a global level with more specific, sub- category-level information (Crocker and Weber 1983; M. Sujan 1985; Weber and Crocker 1983) to generate appropriate sales strategies.

A hierarchical structure also enables salespeople to cope effectively with a wider variety of problems. For example, salespeople might want to categorize customers at a global level, such as large versus small customers, to generate strategies for an aggregate-level problem such as the allocation of time across ac-

40ur interest is in differences between effective and ineffective adaptive salespeople; however, the supporting research typically ex- amines differences between experts and novices. In a personal selling context, the expert-novice distinction confounds effectiveness (due to knowledge structures) and experience (the opportunity to develop knowledge structure). Thus, in our propositions we consider ineffec- tive salespeople as one group including (1 ) salespeople who are in- effective because they have not had the opportunity to acquire knowl- edge (novices) and (2) salespeople who are experienced and have had the opportunity to acquire knowledge, but have not developed an ef- fective structure.

counts. Thus, the ability to categorize at various lev- els in a hierarchy affords greater flexibility in the uti- lization of knowledge for solving different problems.

Salespeople who are less effective at adaptive sell- ing, in contrast, would have relatively nonhierarchi- cal, flat knowledge structures. Their memory struc- tures for the domain would contain few superordinate categories representing abstract concepts and no sub- ordinate categories providing detailed information at more specific levels (Chi 1978).

Proposition 4: The effectiveness of adaptive sell- ing increases with the degree to which salespeople have hierarchi- cally organized knowledge struc-ture.

Classifying cues. Because categorization is fun- damental to human nature (Mervis and Rosch 198 1; Rosch 1975), both effective and ineffective salespeo- ple are likely to classify incoming information as be- longing to some sales situation category in memory. However, they would use different types of cues to classify the information. Effective adaptive salespeo- ple are likely to categorize sales situations on attri- butes that suggest appropriate selling strategies. Con- versely, inefficient salespeople who are ineffective at adaptive selling are likely to categorize customers on attributes that suggest surface similarities between customers, such as title, position in organization, style of dress, etcS5 Some support for this proposition comes from research in other domains. For example, Chi, Feltovich, and Glaser (198 1) showed that novices cat- egorized physics problems on the basis of the objects referred to in the problems, whereas experts catego- rized the problems on the basis of the physics prin- ciples required to solve the problems. M. Sujan (1985) found that novices categorized cameras on the basis of their labels (35 mm SLR vs. 1 lo), whereas experts attended to specific camera features.

Proposition 5: The effectiveness of adaptive sell- ing increases with the degree to which salespeople classify sales situations in terms of underlying

5There is a parallel between the segmentation of markets by mar- keting managers and the categorization of customers by salespeople. Conceptually, segmentation variables should divide markets into groups with homogeneous within-group responses and heterogeneous be- tween-group responses to marketing variables. Similarly, the basis ef- fective salespeople use for categorization should result in classifying customers according to the uniformity of their responsiveness to sell- ing approaches. Further, as is compatible with our claim, research on segmentation has shown that categorizing customers on the basis of "surfacen characteristics (e.g. , demographic) is less effective than ca- tegorizing them on the basis of benefits underlying their purchase de- cision.

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characteristics, such as the effect of sales approaches, rather than surface characteristics.

Procedural knowledge. Effective adaptive sales- people may have a well-established repertoire of sell- ing strategies closely linked to their sales situation cat- egories. This repertoire of sales procedures is likely to be unavailable to the less effective salesperson. Several researchers (e.g., Anderson 1982, 1983; Brucks and Mitchell 1981; Chi 1978) hypothesize that pro- cedural knowledge arises during the final 'stages of knowledge development about a domain. Anderson (1982) defines three stages of knowledge develop- ment. In the first stage,'knowledge is represented propositionally or as facts. This stage is referred to as the declarative stage. The second stage, referred to as knowledge compilation, is a gradual process by which knowledge is converted from declarative to proce- dural form so that it can be applied directly to gen- erate behavior. In the final, procedural, stage knowl- edge is fine tuned so that it will apply more appropriately and efficiently. Thus procedural knowl- edge appears to be the key feature distinguishing ex- pert knowledge structures.

Proposition 6: The effectiveness of adaptive sell- ing increases with the level of pro- cedural knowledge possessed by salespeople.

Information Acquisition Skills and Adaptive Selling To use effectively the knowledge associated with sales situation categories, salespeople need to be able to collect information about the sales situation and relate it to information stored in memory. The importance of probing for information, asking questions, and lis- tening is well recognized in selling textbooks (e.g ., Pederson, Wright, and Weitz 1984) and trade books (e.g., Grikscheit, Cash, and Crissy 1981). In fact, we consider research on information acquisition skills to be the only empirical research that relates directly to our adaptive selling framework.

Weitz (1978) found that sales performance is re- lated to the salespeople's ability to form accurate impressions of customer beliefs and values and the degree to which they develop effective sales strategies based on these impressions. Within the context of categorical knowledge structures, Weitz's impression formation skill indicates an ability to classify cus-tomers accurately on the basis of their needs and val- ues whereas the strategy formulation skill indicates an ability to retrieve procedural knowledge associated with the category. Grikscheit (1971) found that effective salespeople detected more cues, particularly nonver- bal cues, when viewing a recorded sales interaction.

180 / Journal of Marketing, October 1986

Similarly, the relationships reported between empathy and selling effectiveness (Greenberg and Mayer 1964) suggest that information acquisition skills improve selling effectiveness.

It is difficult to distinguish between information acquisition skills and knowledge structures, because knowledge structure facilitates information acquisi- tion. However, knowledge structures are domain spe- cific whereas acquisition skills may be developed and used in a broad range of social interactions. Thus, in- experienced salespeople may be effective at adaptive selling because of the more general information ac- quisition skills, even though they have not acquired domain-specific knowledge.

Proposition 7: The salesperson's skills in acquir- ing information about customers and sales situations and relating this in- formation to knowledge in memory increase the effectiveness of adap- tive selling.

Motivation to Practice Adaptive Selling

Motivated behavior has three aspects, (1) intensity, (2) persistence, and (3) choice (Atkinson 1964; Campbell and Pritchard 1976; Weiner 1980). Inten- sity refers to the level of mental and physical effort expended. Persistence indicates the duration over which the effort is expended, particularly when adverse out- comes are encountered. Both the intensity and per- sistence aspects of motivation are nondirectional-be- cause they relate to the amount of effort expended. Choice is the directional aspect of motivation because it refers to the task selected as well as the particular approach used in the task.

Previous research on salesperson motivation (cf. Walker, Churchill, and Ford 1977) and employee mo- tivation in general (Staw 1984) has centered primarily on the nondirectional aspects of motivation. How-ever, both conceptual (Naylor, Pritchard, and Ilgen 1980) and empirical research (Katerberg and Blau 1983; Terborg and Miller 1978) suggests that when em-ployees have a significant latitude in work proce-

6However, the evidence on the relationship between empathy and selling effectiveness is mixed. Lamont and Lundstrom (1977) actually reported a significant negative relationship. Perhaps these equivocal results are due to the definition and operationalization of empathy. In the broadest sense, the term "empathy" refers to the reactions of an individual upon observing the experience of another individual. Though there is a wide variety of potential reactions, empathy research has concentrated on two broad classes of response, (1) a cognitive reac- tion, an ability to understand the other person's perspective, and (2) an emotional reaction, a tendency to feel concern and sympathy for another person (c.f. Davis 1983). Within our framework, the cogni- tive aspect of empathy is related to skills in correctly categorizing customers and sales situations.

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dures-as do salespeople-the direction of effort is a major determinant of performance. The specific cus- tomers to whom salespeople direct their efforts, as well as the selling approaches they choose to employ with these customers, are likely to have a significant im- pact on performance. When salespeople are motivated to make these choices, they will be motivated to prac- tice adaptive selling and their behavior will vary across and within sales situations. Three factors motivating salespeople to sell adaptively are an intrinsic reward orientation, a tendency to make strategy attributions to explain poor performance, and the capabilities to practice adaptive selling.

Intrinsic Reward Orientations Rewards, according to most motivational psycholo- gists, have a central role in guiding behavior (Weiner 1980). Rewards related to a work environment often are conceptualized as being of two types, intrinsic and extrinsic (Lawler 1973). On the basis of a survey of industrial and organizational psychologists, Dyer and Parker (1975) concluded that a generally accepted definition of intrinsic rewards is "rewards derived di- rectly from or inherent in the task or job itself-as- sociated with the content of the task or job" whereas extrinsic rewards are "rewards derived from the en- vironment surrounding the task or work-associated with the context of the task or job." By this definition, the level of intrinsic orientation in salespeople is re- lated to the extent to which they find their work, the task of selling, inherently interesting and rewarding; the level of extrinsic orientation is related to the extent to which they treat their work as a means for obtaining external rewards, such as money, recognition, and promotion.7 Note that intrinsic and extrinsic reward orientations are conceptualized as two dimensions along which rewards can be assessed rather than polar ex- tremes on one dimension. Salespeople can be oriented toward both reward dimensions or neither (see Switzky and Haywood 1974).

We suggest that the degree of intrinsic reward ori- entation among salespeople is related to their moti- vation to practice adaptive selling. People who are in- trinsically oriented are interested in the work itself and try to achieve mastery in their area of interest (Pittman, Emery, and Boggiano 1983). They refrain from using routinized methods to perform their job (Condry 1977). Instead they attempt to be creative by looking for dif- ferent and more appropriate ways for achieving suc- cess (Amabile 1983).

'In much of salesperson motivation research, intrinsic rewards have been defined as satisfying higher order needs and extrinsic rewards as satisfying lower order needs (Oliver 1974; Tyagi 1982; Walker, Churchill, and Ford 1977). The alternative definitions are a result of disagreement about the conceptualization of intrinsic and extrinsic re- wards (see Guzzo 1979 for a review).

Further, intrinsically oriented people have little trouble accepting failures because they view failures as natural occurrences en route to solutions (Condry and Chambers 1978). They simply gather information from their failures that enables them to approach the problem in a somewhat different way (Arnabile 1983). Thus, intrinsically oriented salespeople are likely to be motivated to learn more about selling by varying their behavior from customer to customer in an at-tempt to adapt effectively to customer needs.

Adaptive sales behavior is unlikely to be related to the level of extrinsic orientation among salespeo- ple. An extrinsic orientation focuses the attention of salespeople on the outcomes of their work. Thus, they concentrate on achieving success by using a few sim- ple, "tried and tested" methods of selling (Pittman, Emery, and Boggiano 1983). They are not interested in experimenting because their concern is with work- ing toward success in what they consider to be the most certain way possible (Condry and Chambers 1978).

Proposition 8: The degree to which salespeople are oriented toward intrinsic rewards determines their motivation to practice adaptive selling.

Strategy Attributions In addition to differences in reward orientation, the reasons salespeople assign for their successes and fail- ures may affect their motivation to practice adaptive selling. According to the attribution theory of moti- vation, people search for causes of their successes and failures in order to attain "a cognitive mastery of their environment" (Kelley 1967). A wide range of specific attributions have been identified, such as luck, mood, ability, effort, strategy, and difficulty of the task (Anderson and Jennings 1980; Weiner 1980). These attributions are classified by three dimensions-lo- cus, stability, and controllability (Weiner 1980).

In terms of adaptive selling, the internal, unstable, and controllable attributions are of most interest be- cause they relate to potential changes in behavior. These attributions are termed "behavioral attributions" because they pertain to the salesperson's actions (Anderson, Horowitz, and French 1983) in contrast to "characterological attributions" such as aptitude, which relate to dispositional characteristics of the salesper- son.

Within the behavioral attributions, a distinction is made between strategy and effort. H. Sujan (1986) has shown that strategy and effort attributions moti- vate different behaviors in salespeople. When poor strategies are considered a cause of failure, salespeo- ple are likely to be motivated to change the direction in which they work. This change in direction might

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involve using a different sales approach or spending more time asking questions rather than making a pre- sentation. Salespeople alter their behavior because they consider their failure to have been caused by the se- lection of an inappropriate sales strategy. When fail- ure is attributed to a lack of effort, salespeople are probably motivated to increase their effort, channel- ing this increase in the same direction as followed pre- viously. Similarly, strategy attributions for success may reinforce particular directions of work, and effort at- tributions may reinforce the need for a high amount of effort. Thus, strategy attributions for successes and failures may motivate salespeople to sell adaptively- to vary behavior in accordance with the situation.

Proposition 9: When salespeople make strategy as opposed to effort attributions, they will be more motivated to practice adaptive selling.

The Link Between Motivation, the Practice of Adaptive Selling, and Knowledge Social cognition research (Fiske, Kinder, and Larter 1983; Fiske and Taylor 1984; Taylor and W i e r 1980) draws a parallel between knowledge development and changes in motivated behavior. As individuals prog- ress from the novice or declarative phase of knowl- edge development to being relatively expert in the do- main, they increasingly focus attention on information in the environment that is inconsistent or discrepant from knowledge structures. This motivated behavior then leads to further fine-tuning of the knowledge base.

Thus, salespeople who engage in adaptive behav- ior, because of their intrinsic reward orientation and their tendency to make strategy attributions, will probably, through experimental learning, acquire an elaborate knowledge s t ruc t~re .~ By observing the out- comes associated with different sales approaches, salespeople may develop customer categories related to the effectiveness of sales approaches. Unsuccessful sales approaches will be discarded and successful ap-

'An extrinsic reward orientation and role perceptions can motivate salespeople to practice adaptive selling. For example, sales managers may attempt to link the practice of adaptive selling to extrinsic re- wards by indicating that future compensation or promotion will be linked to the degree to which salespeople engage in adaptive selling, or management may emphasize that adaptive selling is part of the job. However, we believe such attempts to motivate adaptive selling are likely to be unsuccessful because of the difficulty management faces in assessing the degree to which salespeople practice adaptive selling. Because the practice of adaptive selling can be monitored only by personal observation, the use of external rewards to encourage adap- tive selling probably will limit its practice to situations in which the salesperson is making calls in the presence of his or her manager. Furthermore, if extrinsic rewards or role perceptions are linked to the practice of adaptive selling, salespeople will not be motivated to learn from their experiences. Thus, we believe role perceptions and extrin- sic reward orientations are not the critical motivators resulting in long- run, effective adaptive selling.

proaches will be related to current sales situation types or used as the basis for developing new situation cat- egories. Thus, through motivation, the practice of adaptive selling improves the salesperson's knowl- edge structure which in turn enables the salesperson to make appropriate adaptation.

Proposition 10: The practice of adaptive selling results in the development of a more elaborate knowledge struc- ture for salespeople.

Salespeople probably go through some cost/ben- efit analysis when they select sales behaviors. Be-cause of management information systems analysis, they will be motivated to select behaviors that are consistent with their capabilities.

Proposition 1 1 : The motivation of salespeople to practice adaptive selling increases as the capabilities they need for effective adaptive selling im-prove.

Sales Management and Adaptive Selling

Fostering an Intrinsic Reward Orientation The adaptive selling framework (Figure 1) suggests that four factors foster an intrinsic reward orientation in salespeople: (1) the compensation system, (2) feed-back, (3) self-management, and (4) organizational culture.

Compensation. The compensation program has an important role in the motivation and control of sales- people. In the development of a compensation plan, a critical issue is the emphasis placed on salary versus incentive compensation (commissions and bonuses). Earlier research on rewards (e.g., Deci 1975; Kruglanski 1978) suggested that an emphasis on in- centive com~ensation would enhance an extrinsic re- ward orientation and dampen an intrinsic reward ori- entation because the incentives would highlight the contingency between money and performance. This research suggests that the use of incentive compen- sation may reduce the motivation to practice adaptive selling and thus impede the development of elaborate knowledge structures.

More recent research (Ryan, Mims, and Koestner 1983) indicates that though contingent rewards do en- hance extrinsic interest, their influence on intrinsic in- terest depends on how the monetary rewards are per- ceived. When incentive compensation is perceived by salespeople as a means of controlling their behavior- that there is a threat of losing income if one does not perform adequately-the incentives probably will re-

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duce intrinsic reward orientation. However, when the incentives are perceived as information on one's com- petence-for example, additional rewards are seen as indicators of superior performance-these rewards may actually enhance intrinsic interest (Fiske and Taylor 1984; Ryan, Mims, and Koestner 1983).

Proposition 12: The use of incentive compensa- tion reduces an intrinsic reward orientation, particularly when the controlling rather than informa-tional aspects of the incentives are emphasized. The negative impact of incentive compensation on in- trinsic reward orientation is par- ticularly strong during the initial stages of a salesperson's devel-opment.

Feedback. A key function of field sales managers is providing feedback to their salespeople. A distinc- tion is made between outcome feedback and cognitive feedback (Harnmond, McClelland, and Mumpower 1980; Jacoby et al. 1984). Outcome feedback is in- formation on whether or not a desired outcome, such as quota, is met. This type of feedback enables sales- people to assess their performance. In contrast, cog- nitive feedback provides information on how and why the desired outcome is achieved or is not achieved. Because outcome feedback, unlike cognitive feed- back, does not help in diagnosis, researchers such as Einhorn and Hogarth (1978) have suggested that out- come feedback is likely to be dysfunctional in com- plex, dynamic environments.

Cognitive feedback to salespeople is likely to in- crease their intrinsic interest by focusing attention on the content of the selling job. This form of feedback is likely to be particularly helpful in gaining proce- dural knowledge because it helps identify the contin- gencies between the salesperson's behavior and ef- fective performance in a given situation. Thus, in keeping with the claim that "feedback is central to the learning of expertise" (Hogarth 198 1, p. 202), cog- nitive feedback can be particularly helpful to sales- people.

Proposition 13: Cognitive feedback in contrast to outcome feedback increases in-trinsic reward orientation.

Self-management. Recent research on leadership examines the notion of self-management (Manz and Sims 1980). In contrast to directing salespeople to- ward achieving goals (Evans 1970, 1974; House 1971), managers can help salespeople direct themselves. Salespeople can direct themselves by setting their own goals, deciding how they will achieve these goals, evaluating their own performance, and even reward-

ing themselves (Manz and Sims 1980; Mischel 1973). Self-management is particularly advantageous when (1) the problem to be solved is not highly structured, (2) subordinates have more information than their managers for solving the problem, and (3) the solu- tions to the problem must be accepted by the subor- dinates to ensure implementation (Maier 1970; Manz and Sims 1980; Vroom and Yetton 1973). For all ex- cept the most routine selling jobs, these conditions ap- pear to prevail.

Self-management increases the intrinsic reward orientation of salespeople. Because salespeople are deciding for themselves how goals are to be met, they are likely to give more attention to the content of their work.

Proposition 14: Self-management increases in-trinsic reward orientation.

Organization culture. The culture of an organi- zation significantly affects the performance of the or- ganization and the productivity of workers within the organization (Deal and Kennedy 1982; Ouchi 1981; Peters and Waterman 1982). However, the concep- tualization of organizational culture is in a state of flux (see the September 1983 Special Issues of Adminis-trative Science Quarterly; Jelinek, Smircich, and Hirsch 1983). Though there is no well-developed theory re- lating organizational culture to employee motivation, it appears that an organizational culture developed through management practices can foster an intrinsic reward orientation in salespeople and thus result in effective adaptive selling.

Originally, the Theory Z, clan-type organizational culture was ascribed to entire organizations. How- ever, now it is believed that such cultures are difficult to maintain in a large, complex organization and may be more meaningful in small units within an organi- zation such as an R&D department, a sales division, or even a district sales office (Wilkins and Ouchi 1983).

Ouchi's Theory Z prescribes relationships be-tween management practices, the resulting organiza- tional culture, employee behavior, and organizational efficiency (Ouchi 1980, 198 1; Ouchi and Jaeger 1978; Ouchi and Price 1978). According to Theory Z, the following conditions facilitate employee involvement in developing close cooperative working relationships within the firm.

1. Lifetime employment so that employees have more time to develop complex social under- standings.

2. Slow promotion to dampen competition among employees.

3. Nonspecialized career paths so that employees interact with each other and gain an under-

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standing of the demands and perspectives of employees occupying different roles.

4. Implicit control mechanisms embodied in an organizational philosophy rather than explicit control through rules and close supervision.

5 . Collective decision making and responsibility to build cooperation and involvement.

These conditions encourage the development of shared social knowledge within an organization which constitutes a framework for decision making and a congruence of organizational and individual goals (Wilkins and Ouchi 1983). The decision-making framework consists of heuristics and examples of de- sirable and undesirable problem solutions. With this knowledge, employees can function in the organiza- tion with little direct supervision. In addition, they are able to derive courses of action when confronted by novel situations.

Goal congruency is based on (1) the recognition of joint interests among employees and (2) the belief by employees in long-run, equitable treatment by su- periors. By recognizing joint interests, employees re- alize that their individual self-interest can be achieved only if the interests of the organization and other em- ployees are achieved. A belief in long-run, equitable treatment means that employees are willing to accept short-term dislocation because they are confident that the organization will reward them appropriately over the long term.

The two aspects of goal congruency provide a cli- mate of trust and involvement-a climate that Ouchi refers to as a "clan." A clan work environment fosters an intrinsic reward orientation because the clan fo- cuses employee attention on the work itself rather than on efforts to achieve extrinsic rewards associated with the work. Employees believe in the long-term equity of the reward system. They can experiment with novel approaches for doing their work because they are as- sured they will be evaluated fairly on the quality of their work and effort, not on short-term outcomes they can neither control nor foresee. An intrinsic reward orientation also arises in a clan because direct super- vision and explicit rules for behavior are limited. Thus, the instrumentalities for extrinsic reward are implicit, less salient, and consequently do not divert attention from the task.

Empirical support for the relationship between Type Z organizational cultures and intrinsic reward orien- tations has been found for salespeople (H. Sujan 1986; Tyagi 1982) and other employees (James et al. 1977).

Proposition 15: A Theory Z organization culture (characterized by stable employ- ment, dual career paths, implicit control mechanisms, and collec-

tive decision making and respon- sibility) results in intrinsic reward orientation among the salespeo- ple.

Encouraging Strategy Attributions Research in psychology (e.g., Fiske and Taylor 1984; Nisbett and Ross 1980; Taylor and Fiske 1979) sug- gests that salient cues in the environment are likely to have a significant impact on how salespeople interpret their environment and develop attributions. In a dra- matic experiment, Wilson and Linville (1982) manip- ulated environmental cues to alter attributional pat- terns. College freshmen who were concerned about their academic performance were led to make unstable attributions through videotaped reports from upper- classmen who explained that their GPAs had in-creased since their freshman year. The unstable attri- butions led to (1) improved performance on sample GRE items, (2) a lower dropout rate, and (3) im-provement in GPAs one year later.

These findings suggest salespeople can be influ- enced to make strategy attributions by successful salespeople or sales managers who claim that their failures result from poor strategies and their successes from good strategies. Another form of attributional training through the provision of salient cues is the use of THINK signs to remind salespeople that strat- egy is an important ingredient for success. First-line sales supervisors, through a process of directed ques- tions, may be able to encourage salespeople to engage in causal reasoning (Hastie 1984) and prompt them to make strategy attributions.

Self-management also encourages strategy attri- butions. Salespeople who are practicing self-manage- ment are likely to try to correct strategic errors and identify strategic successes. They may do so by "gradually limiting the discriminative stimuli that pre- cede mal-adaptive behavior while simultaneously in- creasing exposure to stimuli evoking more desirable behavior" (Manz and Sims 1980).

Finally, cognitive feedback prompts the salesper- son to make more strategy attributions when the su- pervisor is providing feedback on good and bad strat- egies.

Proposition 16: Salient cues, self-management, and cognitive feedback prompt sales- people to make strategy attribu- tions.

Developing Elaborate Knowledge Structures Sales training generally is directed toward teaching in- experienced salespeople, in a relatively short time, the skills of the more experienced, effective members of the salesforce. Within the context of this article, train-

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ing can be used to develop knowledge structures. The objectives of the training would be to develop a set of hierarchically organized sales situation categories and appropriate declarative and procedural knowledge associated with those categories. The following train- ing procedures are likely to result in such knowledge structures.

Content. Training programs typically transmit in- formation on the company's products (product knowl- edge), sales presentation techniques (selling tech- niques), current and potential markets and customers (market orientation), and company policies on price, delivery, and so on (company orientation) (Hopkins 1978). Though this information is important, the cat- egorical approach to knowledge suggests that this in- formation must be "unitized" into sales situation cat- egories if it is to be used effectively by salespeople. Unitization enables salespeople to recognize standard sales situations and associate those situations with typical customer types, product requirements, effec- tive presentation styles, and so on. Thus, training pro- grams, to be effective, must emphasize the associa- tions or links between the various components of knowledge.

The knowledge research discussed before suggests that the conceptual scheme of the communication style matrix (Ingrasci 1981) and the Sales Edge Program (Collins 1984) are likely to be effective in providing salespeople with the relevant knowledge base.

Proposition 17: Training programs that emphasize the links between information about products, selling tech-niques, markets, and customers are more effective in providing sales- people with categorical knowl-edge of selling situations than training programs that merely ex- pose salespeople to the informa- tion.

Who should train. For categorical knowledge to be maximally effective for adaptive selling, a com- pany must develop and teach a knowledge structure that is idiosyncratic to its selling environment. Though training programs like the ones discussed before (e.g., the communication style matrix) may be effective starting points, training is likely to be most effective when company personnel become actively involved in developing its content-the knowledge of experts is captured and incorporated in the program.

Proposition 18: Training programs that incorpo- rate the knowledge of expert company salespeople are more ef- fective in providing salespeople with appropriate declarative and

procedural knowledge than train- ing programs that employ only general knowledge developed by outside experts.

Techniques. Also relevant to training is the issue of what methods or techniques should be adopted to provide salespeople with the necessary knowledge. Most companies adopt a mix of "on-the-job" and classroom training (Hopkins 1978).

Knowledge research suggests that one important factor differentiating expert and novice performers is the extent of procedural knowledge. This knowledge is likely to be acquired "doing the job" (Anderson 1982; Anzai and Simon 1979; Simon and Reed 1976). Thus, participative methods of training are likely to be most effective in developing this procedural knowledge base. Knowledge research also suggests that the appropriate order of training should be formal classroom training to provide a declarative knowledge base followed by participative training to help proceduralize this knowl- edge.

Proposition 19: On-the-job training programs are more effective in providing sales- people with procedural knowl-edge associated with selling situ- ations than classroom training programs. In classroom training programs, role-playing exercises are more effective in providing proceduralized knowledge than lectures. Further, more elaborate knowledge structures arise when formal classroom training pre-cedes on-the-job training.

Objectives of training. The focus of sales training programs is likely to be actual "selling," that is, help- ing salespeople identify methods that will effectively result in making sales. The most useful kind of knowledge base is detailed knowledge of sales situ- ations, customers, and selling procedures. However, knowledge research suggests that effective salespeo- ple have a hierarchically organized knowledge struc- ture with detailed knowledge at the bottom and more abstract, or global, knowledge at the top. This hier- archical knowledge structure helps effective salespeo- ple solve a range of problems, from broad planning issues (e.g., how much time to allocate across ac- counts) to actual selling. Training programs can help salespeople develop this hierarchical knowledge struc- ture by emphasizing the different tasks a salesperson is required to perform as well as the different knowl- edge bases needed to perform these tasks.

Proposition 20: Training programs that emphasize the range of problems a salesper-

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son solves are more effective in providing salespeople with flex- ible (i.e., hierarchically orga-nized) knowledge structures than training programs that emphasize only the selling function.

Assessing the Tendency to Practice Adaptive Selling Effectively Information acquisition skills such as effective listen- ing and probing can be developed in salespeople through training. However, these skills are of a more general nature than the idiosyncratic knowledge needed for a particular sales job. Thus, information acquisi- tion skills can be assessed and used as part of the se- lection process for sales job candidates.

Self-monitoring is the degree to which people tend to regulate their self-presentations in accordance with the situational cues present in their environment (Snyder 1974, 1979). The Self-Monitoring Scale (Lennox and Wolfe 1984; Snyder 1974) has been designed to mea- sure this individual-difference construct and corn-prises five components: (1) concern for the appropri- ateness of social behavior, (2) attention to social comparison information, (3) the ability to control and modify one's self-presentation, (4) the use of this abil- ity in specific situations, and (5) the extent to which a person's self-presentation varies across situations. The scale items for the fifth component could be used to assess the tendency of a sales job candidate to prac- tice adaptive selling. The items for the first compo- nent could be used to assess the degree to which the candidate will be motivated to practice adaptive sell- ing. The second, third, and fourth components could be used to assess perceived skills in practicing adap- tive selling. Other psychological tests conceptually re- lated to adaptability in social situations are sex role androgyny (Bern 1974; Markus et al. 1982), empathy (Gough 1965; Laing, Phillipson, and Lee 1966), and public self-consciousness (Carver and Scheier 198 1).

Interviews. The personal interview is the most widely used selection mechanism because candidates can be observed in an interpersonal environment sim- ilar to the one they will encounter on their jobs. In the context of our proposed framework, a critical ob- jective of the interview should be to assess the degree to which candidates adapt their behavior when con- fronted with different situations. Candidates should be confronted with different situations during an inter- view and across multiple interviews.

Proposition 21: The degree to which sales job candidates have information ac-quisition skills and will practice adaptive selling can be assessed

by (1) using psychological tests of adaptive behavior in social sit- uations, (2) observing the level of adaptation they show when con- fronted with different social situ- ations during selection inter-views, and (3) assessing the degree to which they have an intrinsic re- ward orientation to selling.

Directions for Future Research Measures The first step in testing our propositions is the devel- opment of measures for the key constructs. Measures for some of the constructs such as attributional styles (Peterson et al. 1982; Russell 1982), tendency toward social adaptation (Lennox and Wolfe 1984; Snyder 1974), and individual differences in knowledge struc- ture (Rosch et al. 1976) have been developed in other research domains. These measures must be adapted and validated in the personal selling domain.

Adaptive selling. An obvious way to measure the practice of adaptive selling is by assessing the degree to which salespeople vary their behavior across sales situations. However, there are practical difficulties in making this assessment because the variance in the selling situations encountered by the salesperson must also be considered. To measure the intentions, or mo- tivation, of salespeople to sell adaptively, the sales- person's attention to information in the sales envi- ronment, concern for the appropriateness of selling strategies, and emphasis on controlling and modifying the sales presentation should be considered.

Knowledge structures. Methods for measuring knowledge structure, the key construct in our frame- work, have not been applied to domains as complex as personal selling. The free sort method, a measure- ment technique used in categorization research (e .g ., Brewer, Dull, and Lui 1981 ; Cantor and Mischel 1979; Chi 1978) appears to be appropriate for the selling domain. This method provides measures for the num- ber and organization of categories, the extent of de- clarative and procedural knowledge associated with categories, and the classifying cues used to categorize information.

In the free sort method, respondents are provided with a set of cards, each describing a single stimulus object in the domain in which knowledge is to be measured. They are asked to sort the stimulus cards into piles without being given criteria for sorting. The sort is analyzed to determine the number of "basic" groups perceived by the respondent (Rosch 1975; Rosch et al. 1976). The respondent can be instructed to group

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the initial sort into broader categories and also to sub- divide the sorts into finer categories. Iterations of this sort/re-sort procedure provide an indication of the hi- erarchical organization of knowledge.

The free sort procedure often is used in conjunc- tion with free elicitation methods in which respon- dents are asked to report the criteria they use for sort- ing (e.g., Kanwar, Olson, and Sims 1981; Olson and Muderrisoglu 1979). The criteria can be coded to de- termine the classifying cues used by expert and novice groups. Respondents also can be asked to give infor- mation on what attributes they believe are "charac-teristic of and related to" objects in each sort (Rosch et al. 1976). This information would provide a mea- sure of declarative knowledge associated with each category of objects. Finally, as a measure of proce- dural knowledge, respondents can be asked to indicate what strategies can be applied to members grouped together in each sort. Declarative and procedural knowledge then can be characterized in terms of "richness," the number of attributeslstrategies asso- ciated with the category, and "distinctiveness, " the degree of overlap of declarative and procedural knowledge across categories (Cantor and Mischel 1979). A large number of rich, distinct categories, hi- erarchically organized and based on underlying sim- ilarities rather than surface characteristics, are likely to typify the knowledge structures of effective adap- tive salespeople.

In the application of this method to salespeople, the stimulus cards could consist of a random selection of the salesperson's customers or brief descriptions of different sales situations. Measures then could be ob- tained for how salespeople hierarchically organize their selling knowledge, the cues they use to structure this knowledge, and the extent of declarative and proce- dural knowledge associated with different selling sit- uations.

Expert Systems

Research directed toward the development of expert systems examines the content of knowledge rather than individual differences in knowledge. Though some work has been done on expert systems in personal selling (Collins 1984), these efforts have pertained primarily to generalized systems. In the context of our discussion, the greatest benefits from expert systems will be derived from systems that are idiosyncratic to the specific class of sales situation encountered by the salesperson. We need to explore methods for devel- oping expert systems for a specific salesforce. Such research would involve investigating procedures for accessing and codifying the knowledge of expert salespeople and transmitting this knowledge to less ef- fective salespeople.

Conclusion Dynamic Nature of Personal Selling Personal selling is inherently a dynamic influence pro- cess. Effective salespeople need to alter their sales ap- proaches both within and across sales interactions. However, the conceptual underpinning of most prior research is a static "source-message-receiver" model that does not include this aspect of personal selling (see Capon, Holbrook, and Hulbert 1977).

Recent research has followed a dyadic approach. Inherent in this dyadic approach is the notion that salespeople must adjust to the specific customer with whom they are interacting. However, empirical re- search based on the dyadic concept has concentrated on static properties of the customer-salesperson dyad such as similarity and relative expertise (e.g., Busch and Wilson 1976; Riordan, Oliver, and Domelly 1977; Woodside and Davenport 1974).

The contingency approach suggested by Weitz (1981) builds on the dyadic theme, emphasizing the importance of tailoring sales approaches to specific sales situations. This approach clearly identifies the basic unit of knowledge-the situational category and associated procedural knowledge-needed for effec- tive adaptation. However, the contingency approach, like other dyadic research, does not explore how this knowledge is developed and effectively utilized.

We suggest that knowledge is the critical charac- teristic enabling salespeople to cope effectively with their dynamic, complex environment. The nature of the knowledge structures needed for effective adap- tation is described and methods for assessing the de- gree to which salespeople have these knowledge structures are presented. Finally, our proposed frame- work suggests methods for developing knowledge structures and motivating salespeople to use this knowledge in sales situations. Thus, our adaptive sell- ing framework comprises the factors that enable sales- people to exploit the unique opportunity associated with interpersonal influence-the opportunity to alter in- fluence attempts according to the characteristics of each influence situation.

Motivation to Work Smarter versus Harder The proposed framework also suggests a new direc- tion for research on salesperson motivation. Sales mo- tivation research has centered on motivating salespeo- ple to work harder-to devote more hours to the job, make more calls, and be more persistent in getting an order from a customer. It has ignored factors that mo- tivate salespeople to analyze customers and select ap- propriate sales strategies, to try new approaches when the approaches used prove not to be effective, and to learn from the successes and failures of past sales en-

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counters. These directional aspects of motivation, re- ferred to as "working smarter, " warrant more research attention because they are related to the development and utilization of skills needed to operate effectively in a dynamic selling environment.

Assessing the Impact of Sales Management Practices We suggest several constructs related to effective adaptive selling. These constructs-intrinsic reward orientation, strategy attribution style, elaboration of knowledge structure, and the practice of adaptive sell- ing-can be used to evaluate sales management pro- grams. Rather than output measures such as increases in sales generated, the more readily measured inter- vening constructs can be used to assess the impact of field sales management practices and motivation pro- grams. For example, changes in the knowledge struc- ture of participants can be used to measure the effect of training programs, and compensation programs can be evaluated in terms of their impact on intrinsic re- ward orientations as well as the degree to which sales- people spend more time selling.

In fact, the intervening constructs we suggest can

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be used to uncover some potential adverse long-term effects that might be masked by positive short-term effects. For example, sales contests may increase product sales in the short run but also may result in a decline in intrinsic reward orientation and thus in- hibit the development of an elaborate knowledge structure about sales situations involving the product.

Test Propositions Finally, we outline several testable propositions. Though some evidence for these propositions is pro- vided, it is drawn largely from domains other than personal selling. Thus, caution should be exercised in interpreting the propositions until they are examined in the personal selling domain. Many of the propo- sitions can be tested with survey methods whereas others are amenable to experimental designs.

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Knowledge, Motivation, and Adaptive Behavior: A Framework for Improving SellingEffectivenessBarton A. Weitz; Harish Sujan; Mita SujanJournal of Marketing, Vol. 50, No. 4. (Oct., 1986), pp. 174-191.Stable URL:

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[Footnotes]

1 Motivation and Performance in Industrial Selling: Present Knowledge and Needed ResearchOrville C. Walker, Jr.; Gilbert A. Churchill, Jr.; Neil M. FordJournal of Marketing Research, Vol. 14, No. 2. (May, 1977), pp. 156-168.Stable URL:

http://links.jstor.org/sici?sici=0022-2437%28197705%2914%3A2%3C156%3AMAPIIS%3E2.0.CO%3B2-U

6 Identifying Successful Industrial Salesmen by Personality and Personal CharacteristicsLawrence M. Lamont; William J. LundstromJournal of Marketing Research, Vol. 14, No. 4. (Nov., 1977), pp. 517-529.Stable URL:

http://links.jstor.org/sici?sici=0022-2437%28197711%2914%3A4%3C517%3AISISBP%3E2.0.CO%3B2-Q

7 Expectancy Theory Predictions of Salesmen's PerformanceRichard L. OliverJournal of Marketing Research, Vol. 11, No. 3. (Aug., 1974), pp. 243-253.Stable URL:

http://links.jstor.org/sici?sici=0022-2437%28197408%2911%3A3%3C243%3AETPOSP%3E2.0.CO%3B2-6

7 Perceived Organizational Climate and the Process of Salesperson MotivationPradeep K. TyagiJournal of Marketing Research, Vol. 19, No. 2. (May, 1982), pp. 240-254.Stable URL:

http://links.jstor.org/sici?sici=0022-2437%28198205%2919%3A2%3C240%3APOCATP%3E2.0.CO%3B2-0

http://www.jstor.org

LINKED CITATIONS- Page 1 of 6 -

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7 Motivation and Performance in Industrial Selling: Present Knowledge and Needed ResearchOrville C. Walker, Jr.; Gilbert A. Churchill, Jr.; Neil M. FordJournal of Marketing Research, Vol. 14, No. 2. (May, 1977), pp. 156-168.Stable URL:

http://links.jstor.org/sici?sici=0022-2437%28197705%2914%3A2%3C156%3AMAPIIS%3E2.0.CO%3B2-U

7 Types of Rewards, Cognitions, and Work MotivationRichard A. GuzzoThe Academy of Management Review, Vol. 4, No. 1. (Jan., 1979), pp. 75-86.Stable URL:

http://links.jstor.org/sici?sici=0363-7425%28197901%294%3A1%3C75%3ATORCAW%3E2.0.CO%3B2-X

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Motivation and Performance in Industrial Selling: Present Knowledge and Needed ResearchOrville C. Walker, Jr.; Gilbert A. Churchill, Jr.; Neil M. FordJournal of Marketing Research, Vol. 14, No. 2. (May, 1977), pp. 156-168.Stable URL:

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The Effect of Salesman Similarity and Expertise on Consumer Purchasing BehaviorArch G. Woodside; J. William Davenport, Jr.Journal of Marketing Research, Vol. 11, No. 2. (May, 1974), pp. 198-202.Stable URL:

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