Professional Documents
Culture Documents
Marketing Research
Marketing Research
S182106
MARK0793-1
UER Management
Marketing Research
Master 1 SG
2022-2023
Table of contents
1. Introduction to marketing research.......................................................................................3
2. Problem definition and research approach development.....................................................4
2.1. Problem definition..........................................................................................................4
2.1.1. Environmental context.............................................................................................4
2.1.2. Marketing decision problem to marketing research problem.................................5
2.2. Research approach development...................................................................................6
3. Research design development................................................................................................7
3.1. Research design..............................................................................................................7
3.1.1. Exploratory research design.....................................................................................8
3.1.2. Descriptive research design.....................................................................................8
3.1.3. Causal research design.............................................................................................8
3.1.4. Predictive research design.......................................................................................8
3.2. Qualitative design...........................................................................................................9
3.2.1. Direct techniques...................................................................................................10
3.2.2. Indirect techniques.................................................................................................11
3.3. Quantitative design.......................................................................................................12
3.3.1. Survey and quantitative observation techniques..................................................12
3.3.2. Causal research design...........................................................................................16
3.3.3. Measurement and scaling......................................................................................18
3.3.4. Questionnaire design.............................................................................................24
3.3.5. Sampling.................................................................................................................27
4. Survey fieldwork...................................................................................................................30
5. Data integrity and analysis....................................................................................................31
5.1. Data integrity................................................................................................................31
5.2. Data analysis.................................................................................................................32
5.2.1. Qualitative data analysis........................................................................................32
5.2.2. Quantitative data analysis......................................................................................32
6. Communicating research findings........................................................................................35
6.1. Data visualization..........................................................................................................35
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Marketing research :
Specifies the information required to address these issues
Designs the method for collecting information
Manages and implements the data collection process
Analyses the results
Communicates the findings and their implications
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An expert is an individual knowledgeable about the firm, industry, issue or topic investigated
that can help diagnosing the nature of the marketing research problem. It can be found
inside or outside the organisation investigated. (In-depth) interviews with a ready to use list
of topics/questions to cover with the expert is common practice.
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Secondary data are data collected for some purpose other than the problem at hand. They
are compared to primary data.
The marketing decision problem evaluates what the decision-maker needs to do. It is action
oriented and focus on symptoms (decreasing market shares, increasing absenteeism, …).
The marketing research problem evaluates what the researcher needs to know to support
the decision-making process. It is information oriented and focus on the underlying causes
(decreasing service quality, lack of customer orientation, …).
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The research questions are refined statements of the specific components of the problem
and the hypotheses are unproven statements about a factor or phenomenon.
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Qualitative Quantitative
Exploratory Descriptive Causal Predictive
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A causal research design is a research design that aims to explain the impact of an
independent variable on a dependent variable (causal relationship).
A predictive research design is a research design that aims to predict what is more likely to
happen in the future based on data mining to best anticipate issues (prevent issues such as
customer defection, employee burn-out, employee turnover, …) by using customer or
employee analytics.
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A direct approach is a type of qualitative research in which the purposes of the project are
disclosed to the participants or are obvious given the nature of the interview.
Advantages Disadvantages
Synergy Misjudgement
Snowballing Moderation
Stimulation Messiness
Security Misrepresentation
Spontaneity Meeting
Serendipity (“heureux hasard”)
Specialisation
Scientific scrutiny
Structure
Speed
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An indirect approach is a type of qualitative research in which the purposes of the project
are disguised from the participants.
The Zaltman metaphor elicitation technique (ZMET) is a projective technique that creates a
“mental map” of the consumer’s view towards a particular topic (product, service, idea,
organisation, policy, brand, …) using images and metaphors. It lets participants’ own frames
of reference shape the in-depth interview without losing sight of research aims.
The ethnography is based upon the observation of the customs, habits and differences
between people in everyday situations. The aim is to see through the eyes of the people
being studied.
Ethnography is appropriate :
High-intensity situations (bad news delivery)
Behavioural processes (home-cleaning or driving a car)
Memory of the respondent may be inadequate (blind people)
Shame or reluctance (observation of vulnerable people)
The netnography is a type of ethnography based on the analyse of the free behaviour of
individuals in online environments (active or passive).
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The flexibility of data collection is determined primarily by the extent to which the
participant can interact with the interviewer and the survey questionnaire.
The diversity of questions that can be asked in a survey depends on the degree of
interaction the participant has with the interviewer and the questionnaire, as well as the
ability to see the questions.
The ability to use physical stimuli such as the product, a product prototype, commercials or
promotional displays during the interview.
The sample control is the ability of the survey mode to reach the units specified in the
sample effectively and efficiently.
The response rate is broadly defined as the percentage of the total attempted interviews
that are completed. The non-response bias is a bias caused when actual participants differ
from those who refuse to participate (Ethias Assistance).
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The control of the data-collection environment is the degree of control a researcher has
over the environment in which the participant answers the questionnaire.
The control of field force is the ability to control the interviewers and supervisors involved in
data collection. Field force consists of both the actual interviewers and supervisors involved
in data collection.
The potential for interviewer bias involves that an interviewer can bias the results by the
manner he :
Introduces himself
Selects participants
Asks questions
Probes
Records and transcripts answers
…
The potential to probe participants is the potential of the interviewer to create bias in the
responses elicited from participants. It is balanced somewhat by the amount of probing that
can be done.
The potential to build rapport may be vital to communicate why the survey is being
conducted, with a corresponding rationale for the participant to spend time answering the
questions.
The speed is the total time taken for administering the survey to the entire sample.
The cost is the total cost of administering the survey and collecting the data.
The perceived participant anonymity refers to the participants' perceptions that their
identities will not be discerned by the interviewer or the researcher.
The social desirability is the tendency of participants to give answers that they feel to be
acceptable in front of others, including interviewers.
The sensitive information may mean an issue that is personally sensitive. It may be deemed
‘sensitive’ varies enormously between different types of participants.
The incidence rate refers to the rate of occurrence or the percentage of persons eligible to
participate in a study.
The participant control is a set of methods that allow participant control over the
interviewing process can solicit greater cooperation and engagement.
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In structured observation (more quantitative), the researcher clearly defines the behaviours
to be observed and the techniques by which they will be measured.
In a disguised observation, the participants are unaware that they are being observed.
Disguise may be accomplished by using two-way mirrors, hidden cameras or inconspicuous
electronic devices. Observers may be disguised as mystery shoppers or sales staff.
In an undisguised observation, the participants are aware that they are under observation.
In a trace analysis, data collection is based on physical traces or evidence of past behaviour.
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Causality applies when the occurrence of X increases the probability of the occurrence of Y.
The placebo effect refers to the phenomenon whereby individuals change with an inactive
substance in a direction in which they think they should change. (Davison & Valins 1969)
The Hawthorne effect refers to the tendency of people being observed in a research context
to behave differently from the way they would otherwise. (Eckmanns & al. 2006)
Independent variables are variables or alternatives that are manipulated and whose effects
are measured and compared (price levels).
Dependent variables are the variables which measure the effect of the independent
variables on the test units (sales, profits and market shares).
Extraneous variables are all other variables that affect the response of the test units (store
size, store location and competitive effort).
Test units are individuals, organisations or other entities whose response to the
independent variables or treatments is being examined (consumers or stores).
The internal validity (laboratory studies) refers to whether the manipulation of the
independent variables or treatments caused the observed effects on the dependent
variables. Control of extraneous variables is a necessary condition for establishing internal
validity.
The external validity (field studies) refers to whether the cause-and-effect relationships
found in the experiment can be generalised (in what populations, settings, times,
independent variables and dependent variables can the results be projected).
Extraneous variables :
History refers to specific events that are external to the experiment but occur at the same
time as the experiment.
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Maturation (MA) refers to changes in the test units themselves that occur with the
passage of time.
Testing effects are caused by the process of experimentation :
Main testing effect (MT) occurs when a prior observation affects a later observation.
Interactive testing effect (IT) occurs when a prior measurement affects the test unit’s
response to the independent variable.
Instrumentation (I) refers to changes in the measuring instrument, in the observers or in
the scores themselves.
Statistical regression effects (SR) occur when test units with extreme scores move closer
to the average score during the experiment.
Selection bias (SB) refers to the improper assignment of test units to treatment
conditions.
Mortality (MO) refers to the loss of test units while the experiment is in progress.
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A nominal scale (non-metric) is a figurative labelling scheme in which the numbers serve
only as labels or tags for identifying and classifying objects. When used for identification,
there is a strict one-to-one correspondence between the numbers and the objects. The only
permissible operation on the numbers in a nominal scale is counting. It only allows statistics
based on frequency counts (percentages and mode).
An ordinal scale (non-metric) is a ranking scale in which numbers are assigned to objects to
indicate the relative extent to which the objects possess some characteristic. It can
determine whether an object has more or less of a characteristic than some other object,
but not how much more or less. It allows statistics based on frequency counts and centiles
(percentile, quartile and median).
An interval scale (metric) permits comparison of the differences between objects. Both the
zero point and the units of measurement are arbitrary. It is not meaningful to take ratios of
scale values. It only allows statistics based on frequency counts, centiles and more
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(arithmetic mean, standard deviation and other statistics commonly used in marketing
research).
A ratio scale (metric) possesses all the properties of the nominal, ordinal and interval scales.
It has an absolute zero point. It is meaningful to compute ratios of scale values. All statistical
techniques can be applied to ratio data.
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In a comparative scale (non-metric), each object is compared to other stimulus objects (Do
you prefer theatre or cinema?). Comparative scale data must be interpreted in relative terms
and have only ordinal order properties.
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In a non-comparative scale (metric), each object is scaled independently of the others in the
stimulus set (To what extent do you like to go the Theatre? To what extent do you like to go
the Cinema?). The resulting data are generally assumed to be interval or ratio scaled. It is
widely used in marketing research.
Likert scale
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The true score model provides a framework for understanding the accuracy of
measurement.
XO = XT + XS + XR
where XO is the observed score or measurement, X T is the true score of the characteristic, X S
is the systematic error (error in the measurement) and X R is the random error (random
changes).
The reliability is the extent to which a scale produces consistent results if repeated
measurements are made on the characteristic. It can be defined as the extent to which
measures are free from random error (XR = 0).
Approaches :
Test-retest reliability
Coefficient alpha (or Cronbach alpha)
The validity is the extent to which a measurement represents characteristics that exist in the
phenomenon under investigation. It can be defined as the extent to which differences in
observed scale scores reflect true differences among objects on the characteristic being
measured, rather than systematic or random error. Perfect validity requires that there be no
measurement error (XO = XT, XR = 0 and XS = 0).
Approaches :
Content validity
Criterion validity
Construct validity :
Convergent validity
Discriminant validity
Nomological validity
The generalisability is the degree to which a study based on a sample applies to the
population as a whole.
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Specifying the information needed consists in ensuring that the information obtained fully
addresses all the components of the problem. Review components of the problem and the
approach, particularly the research questions, hypotheses and characteristics that influence
the research design. Prepare a set of dummy tables. Have a clear idea of the characteristics
and motivations of the target participants.
Specifying the type of interviewing method consists in reviewing the type of interviewing
method determined.
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Choosing question structure consists in choosing the right question type to collect the
information needed.
A structured question is a question that pre-specify the set of response alternatives and the
response format used whenever possible.
In a multiple-choice question, the response alternatives should include the set of all possible
choices and should be mutually exclusive.
Questions order :
1. Basic information (information related to the research problem)
2. Classification (socio-economic and demographic characteristics)
3. Identification information (name, address, phone number, …)
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Identifying the form and layout consists in dividing a questionnaire into several parts and
numbering each part and question. If hard copies of the questionnaire are used, coding
should be printed on the forms to facilitate manual data entry.
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3.3.5. Sampling
The objective of most marketing research projects is to obtain information about the
characteristics of a population. Information about population parameters may be obtained
by taking a census or a sample.
A sample is a subgroup of the elements of the population selected for participation in the
study.
In a snowball sampling, participants are selected by previous participants that belong to the
same target population.
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In a simple random sampling, participants are randomly selected with the same probability
of selection.
In a systematic sampling, participants are selected by using a random starting point and
then picking every ith element in succession from the sampling frame (to select a sample of 1
000 in a population of 100 000, you have to take one person every 100).
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The confidence level is the probability that a confidence interval will include the population
parameter.
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The confidence interval is the range into which the true population parameter falls assuming
a given level of confidence.
The response rate is the percentage of the sample that has completed the interview.
4. Survey fieldwork
Interviewers should be trained to make opening remarks that will convince potential
participants that their participation is important.
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The participant should be left with a positive feeling about the interview.
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A questionnaire returned from the field may be unacceptable for several reasons :
Parts of the questionnaire may be incomplete
The pattern of responses may indicate that the participant did not understand or follow
the instructions
The responses may show little variance
One or more pages may be missing
(The questionnaire may be received after the pre-established cut-off date)
The questionnaire may be answered by someone who is not qualify for participation
Editing consists in reviewing the (filled out) questionnaires with the objective of increasing
accuracy and precision.
Coding consists in assigning a code (usually a number) to each possible response to each
question (ID for each respondent).
The consistency checks identify data that are out of range, logically inconsistent or have
extreme values (outliers). Computer packages such as SPSS, SAS, SNAP, EXCEL and MINITAB
can be programmed to identify out-of-range values for each variable and print out the
participant code, variable code, variable name, record number, column number and out-of-
range value.
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The qualitative data analysis consists in analysing textual material or communications. The
text being analysed may come from the narrative held in brochures or advertising copy
through to dialogues held in interview data. It is considered as an objective, systematic and
quantitative description of the manifest content of a communication. The main objective is
to reduce the data (simplify) by summarising and structuring the data according to rules
derived from existing theory.
NVivo is a qualitative data analysis (QDA) computer software package produced by Lumivero
(formerly by QSR International) that helps qualitative researchers to organise, analyse and
find insights in unstructured or qualitative data like interviews, open-ended survey
responses, journal articles, social media and web content when deep levels of analysis on
small or large volumes of data are required.
The qualitative data analysis consists in analysing numerical data from surveys.
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A regression allows to predict an outcome variable (DV) from one (simple regression) or
several (multiple regression) predictor variables (IV).
A chi-square test allows to analyse the relationship between 2 nominal or ordinal variables
by testing the frequency (number of time they occur).
Conditions :
Frequencies of each category > 5
Independent design (no paired sample)
2X2 contingency table (contains the frequencies of all categories)
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A cluster analysis (CA) is a technique used to classify objects into relatively homogenous
groups called clusters. Objects in each cluster tend to be similar to each other and dissimilar
to objects in the other clusters. It is used to identify relevant criteria to segment a market.
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