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ROBERT SAXE and BARTON A.

WEITZ*

The concept of customer orientation in salespeople is defined, a scale is devel-


oped to measure the degree to which salespeople engage in customer-oriented sell-
ing, and the properties of the scale are reported. A test of the nomological validity
indicates the use of customer-oriented selling is related to the ability of the sales-
people to help their customers and the quality of the customer-salesperson
relationship.

The SOCO Scale: A Measure of the Customer


Orientation of Salespeople

More than 50 years ago, Strong (1925) emphasized DEFINITION OF CUSTOMER-ORIENTED SELLING
that personal selling strategies should be directed toward Customer-oriented selling can be viewed as the prac-
securing customer satisfaction as well as purchase or- tice of the marketing concept at the level of the individ-
ders. Despite numerous references to the benefits of cus- ual salesperson and customer. The marketing concept,
tomer-oriented sales behaviors since that time, little em- a cornerstone of marketing thought for the last 30 years,
pirical research has examined the effectiveness of calls for an integrated, companywide approach in which
customer-oriented selling and the factors influencing the all of the firm's activities are directed toward providing
extent to which salespeople engage in it. The objective customer satisfaction and establishing mutually benefi-
of our study is to facilitate such research by developing cial, long-term relationships with its market (Kotler
a measure of the degree to which a salesperson engages 1980). Kurtz, Dodge, and Klompmaker (1976) have ex-
in customer-oriented selling. plicitly related the marketing concept to the behavior of
With a measure of customer-oriented selling, the re- salespeople.
lationship between this selling behavior and sales effec-
tiveness can be investigated. Is customer-oriented selling In the marketing concept, all parts of an organization are
universally effective, or does its effectiveness depend on oriented toward solving customer problems and meeting
the nature of the sales situation? In addition, researchers the needs of the marketplace. Sales personnel no longer
can explore the effects of company policies on the cus- specialize solely in increasing sales volume; rather, the
prospect's real needs become the basis of the marketing
tomer orientation of salespeople. Are salaried salespeo- plan, , . . Companywide acceptance of a consumer ori-
ple more customer oriented than commissioned sales- entation requires the sales force to become thoroughly
people? Do direct salespeople use customer-oriented professional in its dealings with prospects and customers.
selling more than manufacturers' agents? A mark of professionalism in sales is that sellers adopt
We first describe customer-oriented sales behaviors, a problem-solving approach to their work, A professional
then develop a measure of customer orientation. After salesperson does not wonder, "What can I sell this in-
describing the procedure used to develop the measure dividual?" but instead asks, "How can I best solve this
and the properties of the measure, we examine the re- person's problems?" (p, 13, 14).
lationships among customer-oriented selling, character- Though adoption of the marketing concept is far from
istics of the sales situation, and salesperson perfor- universal (Kotler 1980; McNamara 1972), Rieser (1962)
mance. has reported a trend in industrial selling toward a prob-
lem-solution approach and away from approaches based
•Robert Saxe is Research Statistician, Doyle Dane Bembach/ on camaraderie and/or pressure.
West, Inc, Barton A, Weitz is Associate Professor of Marketing, The marketing concept requires an organization to
University of Pennsylvania, The authors gratefully acknowledge the
financial support provided by the Marketing Science Institute and determine the needs of a target market and adapt itself
comments by two anonymous JMR reviewers. to satisfying those needs better than its competitors. The
organization seeks to generate customer satisfaction as
343

Journal of Marketing Research


Voi, XIX (August 1982), 343-51
344 JOURNAL OF AAARKETING RESEARCH, AUGUST 1982

the key to satisfying its goals. Under the selling concept, Figure 1
in contrast, an organization seeks to stimulate demand STEPS IN DEVELOPING A CUSTOMER-
for products it produces, rather than producing products ORIENTATION SCALE
in response to customer needs.
Customer-oriented selling is a way of doing business
DEFINITION OF CUSTOMER - ORIENTED SELLING
on the part of salespeople. The term refers to the degree
to which salespeople practice the marketing concept by
trying to help their customers make purchase decisions
that will satisfy customer needs. Highly customer-ori- DEVELOPMENT OF AN ITEM POOL
ented salespeople engage in behaviors aimed at increas- REVIEW OF LITERATURE
ing long-term customer satisfaction. In addition, they • INTERVIEWS WrTH SALES MANAGERS
avoid behaviors which might result in customer dissat-
isfaction. Thus highly customer-oriented salespeople
avoid actions which sacrifice customer interest to in-
crease the probability of making an immediate sale. The ASSESSMENT OF CONTENT VALIDITY OF ITEMS
BY EXPERT JUDGES
selling concept in a company corresponds to a low level
of customer orientation in a salesperson.
Selling approaches similar to high customer orienta-
tion have been proposed in the literature. Several writers FIRST SURVEY OF SALESPEOPLE TO SELECT BEST ITEMS
have suggested interpersonal behavior models incorpo-
rating two dimensions—concern for self and concern for
others (Blake and Mouton 1970; Buzzotta, Lefton, and
SECOND SURVEY OF SALESPEOPLE TO ASSESS SCALE
Sherberg 1972; Thomas 1976). Within the context of PROPERTIES AND TEST CONTINGENCY HYPOTHESES
these models, customer orientation is related to the
"concern for others" dimension. High customer orien-
tation is most closely associated with high concern for
others/high concern for self, whereas low customer READMINISTRATION OF SCALE TO PART OF SECOND
SAMPLE TO ASSESS TEST RELIABILITY
orientation is most closely associated with low concern
for others/high concern for self. Customer orientation
also incorporates low pressure selling (Bursk 1947) and
need satisfaction/problem solution selling approaches jected on the basis that salespeople with both low and
(Gwinner 1968). high customer orientation will adapt sales presentations
to customer interests. This viewpoint was later supported
A CUSTOMER-ORIENTATION SCALE by the data in the first survey of salespeople. Some sales
managers also argued that a highly customer-oriented
Scale Development salesperson would often use high pressure and manipu-
The procedure used to develop a measure of customer- lation to persuade a reluctant customer to purchase a
oriented selling, illustrated in Figure 1, largely follows product the salesperson knew would be a beneficial pur-
the guidelines recommended by Nunnally (1978) and chase for the customer. However, this position was not
Churchill (1979). supported by the data.
Initial definition and development of item pool. The Using the literature on the marketing concept, inter-
literature was surveyed and the concept of customer personal behavior models, and the 25 interviews, we
orientation was investigated further by interviewing 25 generated a pool of 104 items. These items represented
salespeople and sales managers. In many of these inter- each of the seven categories listed and included both
views, the salespeople and managers were asked to de- positively and negatively stated items to control for the
scribe attitudes and behaviors that distinguished high and possibility of acquiescence bias (Cronbach 1946).
low customer-oriented salespeople. Largely on the basis Survey of expert judges. Expert judges (11 sales man-
of the literature review and interviews, customer-ori- agers and 13 marketing academics) were then surveyed.
ented selling was initially characterized as follows. After the concept of customer-oriented selling was de-
1. A desire to help customers make satisfactory purchase scribed, each judge was asked to classify the 104 items
decisions. into the following three categories: (1) "clearly repre-
2. Helping customers assess their needs, sentative," (2) "somewhat representative," and (3)
3. Offering products that will satisfy those needs, "not representative" of customer-oriented selling.' Sev-
4. Describing products accurately,
5. Adapting sales presentations to match customer interests.
6. Avoiding deceptive or manipulative influence tactics, 'To monitor the degree to which the judges attended to the rating
7. Avoiding the use of high pressure. task, 10 items totally unrelated to the concept were included. The
responses from one judge (a sales manager) were discarded because
In some interviews, the fifth characteristic was re- he did not make the appropriate responses to the irrelevant items.
THE SOCO SCALE 345

enty items consistently classified as "clearly representa- dropped because they failed to answer three or more
tive" items were retained in the item pool.^ items.
First survey of salespeople. The 70 items were sent To check for the possibility of social desirability bias,
to a convenience sample of salespeople. The sample was the respondents also completed the Marlowe-Crowne
chosen so that a wide variety of selling jobs would be Social Desirability Scale (Crowne and Marlowe 1964).
represented. The jobs represented by more than 10 re- Each item was correlated with the social desirability
spondents were retail vehicle sales, wholesale food score, as suggested by Nunnally (1978, p. 298). The fact
sales, retail clothing sales, industrial packaging sales, that all correlations are small and insignificant indicates
and retail salesclerks. The largest group, with 24 re- that the items are not contaminated by a social desira-
spondents, was retail motor vehicle salespeople. bility factor. Any upward biasing is apparently unrelated
These salespeople were asked to indicate the propor- to individual differences in need for approval.
tion of their customers with whom they acted in the Item selection. The negatively stated items were re-
tnanner described in an item, using a seven-point scale verse-scored and a total score was computed for each
anchored by "always" and "never." Four hundred sev- respondent. Corrected item-total correlations were com-
enty questionnaires were distributed to salespeople in 48 puted for each item. The 12 positively stated and the 12
firms. Two hundred and eight were returned for a re- negatively stated items with the highest corrected item-
sponse rate of 44%. Seventeen of the respondents were total correlations were chosen for the scale. The use of
equal numbers of both types of items is recommended
by Nunnally to control for acquiescence bias. All 24
'All retained items were rated "clearly representative" by at least items had corrected item-total correlations equal to or
50% of the judges. Some items were reworded on the basis of com- greater than .35, the cutoff suggested by McKelvey
ments made by the judges. (1976). The items forming the scale are listed in Table

Table 1
SOCO (SELLING ORIENTATION-CUSTOMER ORIENTATION) SCALE

INSTRUCTIONS:
The statements below describe various ways a salesperson might act with customer or prospect (for convenience, the word "customer" is used
to refer to both customers and prospects). For each statement please indicate the proportion of your customers with whom you act as described
in the statement. Do this by circling one of the numbers from 1 to 9, The meanings of the numbers are:
1—True for NONE of your customers—^NEVER
2—True for ALMOST NONE , , ,
3—True for A FEW , , ,
4—True for SOMEWHAT LESS THAN HALF , , ,
5—True for ABOUT HALF , , ,
6—True for SOMEWHAT MORE THAN HALF , , ,
7—True for a LARGE MAJORITY , , ,
8—True for ALMOST ALL , , ,
9—True for ALL of your customers—ALWAYS
For example, if you circled 6 below, you would indicate that you ask somewhat more than half of your customers a lot of questions,
NEVER ALWAYS
I ask customers a lot of questions, 1 2 3 4 5 6 7 8 9
Judges'
Item Corrected rating Loading on
number Factor 1 Factor 2
Stem—positively stated items
8 ,48 91 I try to help customers achieve their goals, 57 ,36
21 ,47 74 I try to achieve my goals by satisfying customers, 52 ,40
13 ,46 91 A good salesperson has to have the customer's best interest in mind, 53 ,00
2 ,46 74 I try to get customers to discuss their needs with me, 54 ,49
5 ,41 11 I try to influence a customer by information rather than by pressure, 41 ,16
16 ,41 83 I offer the product of mine that is best suited to the customer's 47 ,21
problem,
23 ,40 91 I try to find out what kind of product would be most helpful to a 37 ,23
customer
9 ,39 82 I answer a customer's questions about products as correctly as I can, 46 ,33
14 ,38 96 I try to bring a customer with a problem together with a product that 41 ,29
helps him solve that problem,
15 ,38 — I am willing to disagree with a customer in order to help him make a 42 ,20
better decision,
1 ,36 96 I try to give customers an accurate expectation of what the product 43 ,27
will do for them,
12 ,35 83 I try to figure out what a customer's needs are. 37 ,44
346 JOURNAL OF AAARKETING RESEARCH, AUGUST 1982

Table 1 (continued)
Judges' Loading on
Item Corrected rating
number r" Factor 1 Factor 2
Stem—negatively stated items
19 ,57 83 I try to sell a customer all I can convince him to buy, even if I think ,60 -,21
it is more than a wise customer would buy,
6 ,56 96 I try to sell as much as I can rather than to satisfy a customer, 61 -,38
24 ,52 64 I keep alert for weaknesses in a customer's personality so I can use 60 -.44
them to put pressure on him to buy.
3 ,51 83 If I am not sure a product is right for a customer, I will still apply 52 -.51
pressure to get him to buy,
22 ,50 82 I decide what products to offer on the basis of what I can convince 51 -,37
customers to buy, not on the basis of what will satisfy them in the
long run,
20 ,46 54 I paint too rosy a picture of my products, to make them sound as 51 -,42
good as possible,
7 ,45 83 I spend more time trying to persuade a customer to buy than I do 50 -,20
trying to discover his needs.
17 ,45 74 It is necessary to stretch the truth in describing a product to a 49 -,06
customer,
10 ,45 52 I pretend to agree with customers to please them, 52 -,20
4 ,44 68 I imply to a customer that something is beyond my control when it is 46 -.02
not,
18 ,43 — I begin the sales talk for a product before exploring a customer's 36 -,12
needs with him,
11 ,43 I treat a customer as rival. 41 ,02
•"Corrected r" refers to the corrected item-to-total Pearson product-moment correlation coefficient. The correction removes the effects of the
item in question from the total score,
•"The "judges' rating" refers to the percentage of judges (from the survey of 23 experts) who rated an item as "clearly representative" of the
concept of customer orientation rather than "somewhat representative" or "not representative," Three items were not rated by the judges, and
have no rating indicated.

1. The 12 positively stated items are given first in de- indicating that the scale has a high level of internal con-
scending order of item-total correlations, followed by sistency, an important indication of reliability (Peter
the 12 negatively stated items.' The scale is called 1979). An administration of the 24-item SOCO scale to
SOCO, for Selling Orientation-Customer Orientation. the second sample resulted in an alpha of .83.
Second survey of salespeople. Four salesforces partic- Test-retest reliability was measured to assess the sta-
ipated in a second survey: a company selling electronic bility of the scale over time. After a six-week interval,
components to manufacturers and distributors, a dealer 46 salespeople in the second sample were retested and
selling motor vehicles to the public, and two salesforces a correlation of .67 {p < .001, one-tailed) indicated a
from a company selling computer services to a variety moderate degree of stability.
of business and government organizations. One of these Factor structure. A principal axes factor analysis,
computer service salesforces, referred to as new business with squared multiple correlations in the diagonal, was
reps, made the initial sale of the service, and the other, performed on the responses from the first sample. The
referred to as maintenance reps, handled the continuing breaks-in-eigenvalues criterion indicated a two-factor
sales relationship and made follow-on sales. structure. One factor, accounting for 53% of the vari-
Surveys were distributed to 133 salespeople and 95 ance, was a general factor representing customer ori-
usable responses were returned for a response rate of entation. All items had a moderate positive correlation
71%. Each subject completed a questionnaire containing with this factor; 271 of 276 correlations between items
the SOCO scale, the MACH IV scale (Christie and Geis were in the expected direction and most were significant.
1970), demographic information, and 18 questions in- The second factor, accounting for 20% of the variance,
tended to measure situational variables used to examine separated the positively stated items from the negatively
the nomological validity of the scale. stated items. Such factors are commonly found in factor
analyses of scales consisting of both positive and neg-
Properties of the SOCO Scale ative items (e.g., Christie and Geis 1970, p. 361-87;
Robinson and Shaver 1973, p. 727-32; Welsh 1956)."
Reliability. Coefficient alpha (Cronbach 1951) for the
SOCO scale for the first sample of salespeople was .86,
*rhis second factor may be a "difficulty factor" (Digman 1966;
'The order in which the items are presented in the instrument is Gorsuch 1974; Guilford 1941), This term is derived from achievement
indicated by the item number. and aptitude testing in which exceptionally difficult items, that can
THE SOCO SCALE 347

Figure 2 tomers' satisfaction and their own short-term self-inter-


DISTRIBUTION OF SOCO SCORES, FIRST SAMPLE est in closing each sale.
Content validity. Content validity is not assessed by
statistical means; rather it is sought through the use of
50
44
a representative collection of items and a sensible
method of test construction (Nunnally 1978). The use
34 of a broad and representative range of items and a stan-
27 dard method of item selection provides a scale with ade-
quate content validity. The items were rated very highly
16 by expert judges (Table 1). On average, 79% of the
judges called an item "clearly representative" of the
2 2
concept of customer orientation.
Convergent and discriminant validity. Convergent and
Mean 4.0 4.5 5.0 5.5 6.0 a5 7.0 7.5 8.0 8.5 9.0 discriminant validity were examined using data collected
Item in the second sample of salespeople. The SOCO scale
Score
correlated (r = .56, /? < .001) with a measure of long-
Standard -3.65-3.11 -2S7 -2.03 -1i49 -.94 - 4 0 .14 .66 1.22
term versus short-term time orientation developed in this
Score at
Mid-point
study (Saxe 1979). SOCO scores correlated negatively
(r = -.47, p < .001) with the personality trait of Ma-
chiavellianism, assessed by the MACH IV scale (Chris-
Distributional properties. The distribution of SOCO tie and Geis 1970). Machiavellianism measures, among
scores from the first sample of salespeople is shown in other things, a willingness to engage in manipulative
Figure 2. The responses to the individual items (after behaviors. The lack of correlations with the Marlow-
reflection of the negative items) indicated a high level Crowne Social Desirability Scale (r = .00) shows evi-
of customer orientation. When converted to the nine- dence of discriminant validity.
point scale used in the final instrument, the mean score Known group validity. SOCO scores for groups of
was 183 and the standard deviation was 24. The scores salespeople are reported in Table 2. These scores reflect
on SOCO are skewed, with most scores concentrated on the expected pattern of results. Industrial salespeople
the high end of distribution. The skewness of the first with much repeat business scored higher than retail
scores for the first sample was —1.33. salespeople with less repeat business. Salesclerks
To reduce the skewness of scale, the version used with scored significantly lower than either a group of com-
the second sample and in the final instrument incorpo- puter time salespeople or a group of electronics com-
rated a nine-point rather than a seven-point scale. This ponents salespeople. A group of auto salespeople from
change may have succeeded in reducing the skewness, a dealer using a "takeover" system (in which a cus-
because the skewness of the second set of responses was tomer is turned over to a "closer") also had significantly
—0.88. However, the second sample also contained lower scores than auto salespeople associated with an
fewer low customer-oriented sales groups, which would agency that does not use a "takeover" system.
also lead to lower skewness. The mean score for the The convergent, discriminant, and known group va-
second sample was 186 and the standard deviation was lidity discussed in this section are all forms of construct
18. validity. Additional evidence of construct validity is pro-
Item content. The original conception of the compo- vided by examining the relationship between the SOCO
nents of customer orientation was largely supported by
the data. Of the seven categories of items, only one,
matching sales presentations to customer interests, was Table 2
not represented on the scale. The key concept, exem- SOCO SCORES FOR TYPES OF SALESPEOPLE
plified by the items with the highest corrected item-total
correlations, seems to be that a highly customer-oriented Sales Number Mean Standard
salesperson will not sacrifice the customer's best inter- position tested score deviation
ests to make a sale. This finding is not surprising, be- Electronic components to
cause the severest test of customer orientation is faced distributors 20 187 15
when salespeople must make a choice between their cus- Maintenance reps for time sharing
computer service 18 187 15
New business reps for time sharing
computer service 33 187 17
be answered correctly by only a few subjects, have extreme means Packaging to industrial customers 15 187 21
and skewed distributions. The second factor loadings correlate highly Automobiles to consumers (not
with item means (r = .72, p < .001) and skewness (r = - . 7 3 , p takeover sales) 26 183 19
< .001). Loadings on difficulty factors are indicative of item "dif- Retail salesclerks for gifts 10 174 19
ficulty" in terms of aptitude or, in this case, psychological difficulty Automobiles to consumers (mostly
in agreement with an item indicating a lack of customer orientation. takeover sales) 24 159 32
348 JOURNAL OF AAARKETING RESEARCH, AUGUST 1982

measure and other variables conceptually related to the will justify the costs when the salesperson can expect to
use of customer-oriented selling, in the next sections, contact the customer in the future. In such a situation,
the nomological validity of the SOCO scale is demon- the satisfied customer can reward the salesperson by
strated. continuing to place orders. Salespeople can use infor-
mation collected during subsequent interactions and thus
CUSTOMER-ORIENTED SELLING, reduce their sales "cost" per sale. In these conditions,
CHARACTERISTICS OF THE SALES SITUATION, customer-oriented selling is likely to increase satisfac-
AND SALESPERSON PERFORMANCE tion, which is then likely to increase salesperson per-
In this section, the relationships among the use of cus- formance.
tomer-oriented selling, characteristics of the sales situ-
ation, and salesperson performance are investigated. Relationship Between SOCO and Characteristics of
After developing hypotheses about the effectiveness of Sales Situation
customer-oriented selling, we report empirical results. The typical sales situations encountered by the sales-
people in the second sample were assessed by means of
Characteristics of the Sales Situation and Customer- 18 questions. The correlations between the SOCO scores
Oriented Selling of tiie salespeople and these questions reflecting their
Though salespeople can realize long-term benefit by perception of their typical sales situation are shown in
using customer-oriented selling, they also incur costs Table 3. The correlations support most of the relation-
when using this selling approach. An opportunity cost ships anticipated between customer-oriented selling and
arises when short-term sales are sacrificed to maintain characteristics of sales situation described in the preced-
customer satisfaction and increase the probability of fu- ing section. Salespeople with a product line matching
ture sales. Clearly, in some situations the impact of an customer needs, the time to investigate and satisfy cus-
immediate sale outweighs the potential impact of future tomer needs, and the support of their company have
sales. In addition, salespeople practicing a customer- higher SOCO scores. The customer orientation of sales-
oriented approach must spend time collecting informa- people is related positively to the extent to which cus-
tion about customer needs and demonstrating how their tomers use the salespeople as an information source,
products satisfy those needs. The time spent engaging cooperate with salespeople in identifying needs, and
in these activities might be spent more productively on trust salespeople. There is a negative relationship be-
attempting to persuade the customer or in calling on tween customer orientation and salespeople's perception
other customers. of a conflict of interest with their customers. Though the
One would expect that a customer-oriented approach SOCO scale is related to the degree to which salespeople
would be used when the benefits outweigh the costs. sell to customers who purchase frequently, it is not re-
Such conditions are likely in the following circumstan- lated to whether satisfied customers will buy again or
ces. the level of repeat sales.
To develop more reliable, multi-item measures of
1. The salesperson can offer a range of alternatives and has sales situations, the 18 items characterizing sales situa-
the expertise to determine which alternatives will satisfy tion were factor analyzed. A principal components anal-
customer needs. ysis revealed two factors, based on the breaks in eigen-
2. The salesperson's customers are typically engaged in values. The components accounted for 31% of the
complex buying tasks. variance in the data. The varimax rotated loadings of the
3. The salesperson typically has a cooperative relationship items are shown in Table 3.
with his or her customers.
4. Repeat sales and referrals are an important source of The first factor, referred to as RELATIONS, indicates
business for the salesperson. the degree to which the customer-salesperson relation-
ship is long-term and cooperative. Items with high load-
Customer-oriented selling is cost effective when sales- ings (greater than .40) on the first factor assess the im-
people have the resources needed to tailor their offerings portance of repeat business to the salesperson (16, 17,
to customer needs. Examples of such resources are the 18), the likelihood of follow-on orders from satisfied
ability of salespeople to analyze customer problems and customers (5), and the emphasis on producing long-term
the availability of a broad range of products that can be versus immediate results (8). Additional items with load-
offered as solutions. ings over .40 measure the quality of the customer-sales-
In addition, customers are most receptive to a cus- person relationship in terms of cooperation (2), trust (3),
tomer-oriented approach when they need assistance to lack of conflict (9), and the amount of pressure expected
solve a new/complex problem and when they have a (13).
close, trusting relationship with salespeople. Such situ- The second factor, ABILITY TO HELP, indicates the
ations are conducive to a free flow of information. Sales- ability of salespeople to help their customers satisfy their
people are able to determine customer needs and feel needs. Items loading on this factor measure the degree
that their suggestions will be considered. to which salespeople see themselves as able to help cus-
Finally, the benefits of a customer-oriented approach tomers (6), the degree to which the salesperson's prod-
THE SOCO SCALE 349

Table 3
RELATIONSHIP BETWEEN SOCO SCORES AND CHARACTERISTICS OF THE SALES SITUATION

Loadings
Correlation Factor 2
with Factor I ABILITY TO
Item SOCO RELATIONS HELP
1 .* To what extent do your customers rely on you as a source of prod- .17" .22 .33
uct information?
2." To what extent do most customers cooperate with your efforts to .18" .58 .38
find what they need in a product?
3.' To what extent do most customers trust you? .27' .53 .30
4.' To what extent could a typical customer help or hurt your job -.07 -.24 -.00
performance by word of mouth about you to other customers or
prospects?
5." To what extent is it likely that a satisfied customer will buy from .00 .63 -.06
you again?
6.' To what extent can a salesperson in your business contribute to .09 -.12 .60
helping a customer make a purchase that will satisfy him?
7." To what extent does your product line match the range of customer .17" -.18 .66
needs and problems you encounter?
8.' To what extent are you under pressure to produce immediate rather -.08 -.54 -.03
than long-term results?
9." To what extent do the interests of the customer and salesperson -.24' -.56 -.39
conflict in this business?
10." To what extent are you hampered in learning customer needs and -.23' -.18 -.53
in explaining products to customers by not having sufficient time
together with customers?
11.'' Customers decide whether or not to buy from me mainly on the .00 -.20 -.47
basis of price.
12."" Most customers could probably select a satisfactory product for -.10 .18 -.32
their needs even without a salesperson's help, in this business.
13.'' Customers expect pressure from salespeople in this business. -.21' -.51 .08
14.'' I can count on company support in reasonable efforts to look out .28' .15 .43
for my customers' interests.
15.'' Purchase of my products really isn't a decision to which my cus- .00 .07 -.14
tomers give much thought.
16.° Approximately what percentage of your total sales volume comes .05 .55 -.53
from repeat customers?
17.° About how often do most repeat customers make purchases from -.25' -.68 .05
you? Once every weeks.
18.' Think of a typical repeat customer. About how many times per .18" .49 -.28
year do you see him on business matters?
Eigenvalue—unrotated 3.2 2.4
lales situation on a seven-point scale anchored by "minimum
Salesperson indicated agreement with the item on seven-point scale anchored by "strongly disagree" and "strongly agree."
"Salesperson responded to question by filling in a number,
"p < .10, A? = 97.
'p < .05, N = 97.
'p < .01, N = 97.

ucts match customer needs (7), the willingness of cus- vehicle salespeople, who see themselves as able to help
tomers to spend sufficient time with salesperson (10), customers substantially and have much less repeat busi-
the importance of nonprice factors in the customer's pur- ness than the other two groups.
chase decision (11), and the support received by the The salesperson's perceptions of both his or her re-
salespeople from their companies (14). Presumably a lationship with customers (assessed by the RELATIONS
good relationship with customers is needed to find their factor score) and ability to help customers (assessed by
needs and help them, and several customer-salesperson the ABILITY TO HELP factor score) are significantly
relationship items (2, 3, 9) load on both factors. Only related to the practice of customer-oriented selling (as-
the large negative loading of percentage of repeat busi- sessed by the SOCO score). In a multiple regression of
ness (16) departs from the identification of the second SOCO on RELATIONS and ABILITY TO HELP, both
factor as measuring the salesperson's perception of his factors were significant, at the .01 and .05 levels, re-
or her ability to help customers. This discrepancy is spectively. The multiple correlation of the model was
probably an artifact caused by new business reps and .36.
350 JOURNAL OF AAARKETING RESEARCH, AUGUST 1982

This relationship between SOCO and the two situa- in relation to the rest of the firm's own salesforce. In
tional factors may be biased because of common method addition, this measure only examines sales performance
variance. Both the SOCO measure of sales behavior and over a relatively short period, one year, and may not
the measures of the nature of the sales situation are based capture effects on long-term sales performance due to
on self-reports obtained from salespeople. In addition, customer satisfaction realized when customer-oriented
the causality of these relationships is unclear because of selling is used.
the correlational design. Customer-oriented selling may The measure, however, produces a conservative test
result in high RELATIONS, rather than high RELA- of the hypothesis because it suggests that the mean sales-
TIONS stimulating customer-oriented selling. person performance in each salesforce was the same.
Thus a portion of the variance in sales performance due
SOCO and Sales Performance to differences in mean performance levels across sales-
forces may not be accounted for by the independent vari-
The relationship between SOCO and performance able—the SOCO measure.
across sales situations provides the strongest evidence From the preceding discussion, one would expect the
of nomological validity. The sales managers of the par- use of a customer-oriented approach to be most effective
ticipating companies provided performance data for the when the sales conditions favor such an approach—^when
respondents. For the electronic components salesforce, RELATIONS and ABILITY TO HELP are high. To ex-
performance was measured by the total sales volume in amine this hypothesis, four groups were formed by di-
the most recent fiscal year and by the national sales viding the second sample of salespeople at the median
manager's ranking of the salespeople in terms of their scores on the two factors. Then the correlation between
overall value to the organization. For the motor vehicle the SOCO score and the performance of the salesperson
salesforce, total earnings and number of vehicles sold was calculated for each group.
in the preceding 11 months were used. For the two com- The results of this analysis, reported in Table 4, sup-
puter services salesforces, dollar volume of orders and port this hypothesis. The correlation between customer
percentage of quota achieved in the preceding 11 months orientation and performance is positive and significant
were used. for salespeople in the high ABILITY TO HELP/high
Because the measures were highly correlated within RELATIONS group (r = .40, p < .05, one-tail). This
each salesforce, the performance data for each salesforce is the highest positive correlation, as expected. The cor-
were reduced to a single standardized score for each relations in the three other groups are insignificant or
salesperson by performing a principal components anal- negative. The customer orientation/performance corre-
ysis on the performance measures available for the sales- lation in the high ABILITY TO HELP/high RELA-
force and extracting a factor score. The proportion of TIONS group is significantly greater than the correla-
variance accounted for ranged from 74% and 99% in the tions in the high ABILITY TO HELP/low RELATIONS
four groups. The shapes of the distributions of perfor- group (z = 1.30, p < .10, one-tail), the low ABILITY
mance scores were roughly the same in all four sales- TO HELP/high RELATIONS group (z = 3.10, p < .01,
forces, so the use of standardized factor scores allowed one-tail), and the low ABILITY TO HELP/low RE-
the performance scores to be pooled in subsequent anal- LATIONS group (z = 1.90, p < .05, one-tail).
yses. Thus the hypothesis could be tested even though The only unanticipated finding is that the lowest (most
subjects were analyzed as a single group and not as sep- negative) correlation between customer orientation and
arate salesforces. However, it is not absolute perfor- performance is in the low ABILITY TO HELP/high
mance that is measured when such a procedure is em- RELATIONS group rather than in the group low on both
ployed, but the closely related concept of performance characteristics.

Table 4
CORRELATION BETWEEN CUSTOMER ORIENTATION (SOCO) A N D SALES PERFORAAANCE
FOR DIFFERENT GROUPS OF SALESPEOPLE

RELATIONS factor score


Above Below Total
median median sample
ABIUTY TO HELP Above median .40* (23)" .02 (26) .16'(49)
factor score Below median -.43" (24) -.19(22) -.26" (46)
Total sample -.09 (47) -.06(48)
•p < .05, one-tail.
"Interpretation: the correlation between SOCO and the standardized measure of sales performance was .40 for the 23 salespeople whose factor
scores were above the median on RELATIONS and ABILITY TO HELP.
'Interpretation: the correlation between SOCO and the standardized measure of sales performance was . 16 for the 40 salespeople whose factor
score on ABILITY TO HELP was above the median.
THE SOCO SCALE 351

DISCUSSION Educational and Psychological Measurement, 6 (Fall),


475-94.
A 24-item paper-and-pencil scale (SOCO) was devel-
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Structure," Psychometrika, 6 (February), 67-77.
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Gwinner, R. (1968), "Base Theory in the Formulation of
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