Business Horizons
March, 2001

Pricing Strategy and the Net.
Author/s: Leyland F. Pitt

Among marketing mix variables, price alone directly affects a firm's revenue. Setting prices is a critical issue managers face. Traditional economic theory argues that decision makers are rational, and that managers will set prices to maximize the firm's surplus. Consumers are similarly rational and will seek to maximize their surplus by purchasing more of a product or service when the price is lower. Prices in markets that approach a form of pure competition are set by a confluence of supply and demand, and firms try to price goods and services so that marginal revenues equal marginal costs.

Yet in the real world of marketing, there is ample evidence of the bounded rationality of marketing decision makers who seem to set prices with factors other than profit maximization in mind. Pricing strategy sometimes focuses on gaining market share; at other times it concentrates on competitors by seeking either to cooperate with or to destroy them. Often pricing is about brand or product image, as marketers seek to enhance the status of a brand by concentrating on its position in the mind of the customer, rather than on volume. Likewise, real-world customers are as emotional as they are rational and purchase brands for the status and experiences they confer, rather than merely on the utility they provide.

From a marketing perspective, managers have tended to employ a range of pricing strategies. Most marketing textbooks describe the pricing of new products as high at launch, then lowered, to "skim the cream." Alternatively, companies price new products low right from the beginning of the life cycle, to ward off competition and "penetrate" the market. Managers have also resorted to such tactics as discounting and rebates, price bundling, and psychological or "odd-number" pricing to appeal to customers.

The advent of a new medium for buyer and seller interaction, the Internet, is changing the issue of price for both customers and suppliers in a way that is unprecedented. While the Net and its multimedia platform, the World Wide Web, have been seen by most marketers to be primarily about promotion and marketing communication, the effects they will have on pricing will, in all likelihood, be far more profound.

What impact will the Internet have on both the pricing decisions managers make and the pricing experiences customers will encounter? For comfortable marketers, the Net may have the most unsettling pricing implications they have yet encountered; for the adventurous, it will offer hitherto undreamed-of opportunities. For many customers, the Net will bring the freedom of the price-maker, rather than the previously entrenched servitude of the price-taker.

We introduce here a scheme for considering the forces that determine a customer's value to the firm and the nature of exchange. Using this scheme, we will identify the forces that can affect pricing on the Net and suggest strategies that managers can exploit. Analyzing the gamut of exchanges between buyers and sellers, we provide some thoughts on the likely direction of the pricing of electronic transactions.

 

The Internet and the Web

What exactly is this phenomenon called the Internet? It is an electronic medium based on broadcasting and publishing that facilitates two-way communication. In exchanges that are neither physically face-to-face nor time-bound, buyer and seller interact through networked computers so that individuals and organizations can communicate directly with one another regardless of location or time. The Web is best understood as a hypermedia platform that "rides" on the Net.

For customers, the Web facilitates searching through a profusion of sites for information on solutions to problems, as well as accessing the opinions and experiences of peers by logging on to bulletin boards and chat rooms. Intelligent agents--software that will search, shop, and compare prices and features--give the Net shopper further buying power and choice. They cut buyers' search costs across standard online storefronts, specialized online retailers, and online megastores, and can transform a diverse set of offerings into an economically efficient market.

The search phase of the consumer decision-making process, which can be expensive and time-consuming in the real world, is reduced in terms of both time and expense in the virtual. As Dickson's (1992) theory of competitive rationality predicts, an abundance of choice leads to customer sophistication--customers become smarter and exercise this choice by shopping around, comparing prices, and seeking the greatest value more assertively. Marketers try to deal with it by innovation, but this in turn leads to imitation by competitors, which leads to more oversupply, which further accelerates the cycle of competitive rationality by creating more consumer choice. The Net has the potential to accelerate the cycle of competitive rationality at an unprecedented rate, creating huge pricing freedom for customers and substantial pricing dilemmas for marketers.

Internet Pricing and Market Dynamics

Two simple but powerful models, illustrated graphically in Figure 1, give greater insight into Internet pricing strategies. The first model, on the left, simply applies the well-known Pareto principle, also known as the "80-20" rule, to the customer base of any firm.

For most companies, all customers are not created "equal--some are much more valuable than others. For example, a Mexican cellular phone company found that fewer than 10 percent of its customers accounted for around 90 percent of its sales, and that about 80 percent of customers accounted for less than 10 percent of sales. Seen another way, while margins earned on the most valuable customers allowed the company to recoup its investment in them in a matter of months, low-value customers took more than six years to repay the company's investment.

In Figure 1, we divide a firm's customer base into four groups, which may best be understood in terms of an airline's frequent flyer program. The C customers, by far the largest number, nevertheless account for a very small portion of an airline's revenues and profits. These customers probably are not even members of the frequent flyer program, and if they are they inevitably seldom accumulate enough air miles for an award. Not likely to be loyal, they fly rarely, and when they do their main consideration is ticket price.

 

Category B customers are the "silver card" frequent flyers. They fly more often than Cs, and even accumulate enough miles to claim rewards. However, they are still apt to be price sensitive, and exhibit signs of heterogeneity by shopping around for the cheapest fares.

Category A customers represent great value to the firm; in airline terms, these are the "gold card" holders. They use the product or service very frequently, and are probably so loyal that they do not shop around for price, even when there may be significant differences among suppliers. Because they represent substantial value to a firm such as an airline, they may be rewarded not only with miles but with special treatment, including upgrades, preferential seating, and the use of lounges.

Finally, the A+ category of customers represents a very small but very valuable group that accounts for a disproportionately large contribution to revenues and profits. Not only do these customers reap the rewards of value and loyalty, they may be known by name to the firm, which inevitably performs services beyond the norm for them.

The model on the right in Figure 1 is derived from Deighton and Grayson's (1995) notion of an exchange spectrum based on the extent to which a transaction between actors is voluntary. At one extreme, an exchange between actors can be seen as extremely involuntary, as in the case of theft by force. At the other extreme is a highly voluntary form of exchange, such as the trading of stocks or shares by two stock exchange floor traders. Deighton and Grayson refer to this type of exchange as "unambiguously fair," with no need of inducement for either party to act. Indeed, economists would argue that this bilateral exchange is the closest approximation to pure competition in the microeconomic sense. The two fully informed parties believe that each will be better off after the exchange.

Between the extremes of the spectrum there is a gray area, which we label the "range of marketing effectiveness." Adjacent to fraud there is what Deighton and Grayson refer to as "seduction." Second, and next to commodities, there is the vast array of products and services purchased and consumed by customers. The customer may often be "seduced" into purchasing these products and services, though often some bear many of the characteristics of commodities. In a differentiated market, products vary in terms of quality or cater to different consumer preferences, but often the only real differences between them may be a brand name, packaging, formulation, or the service attached to them.

Where does marketing, as we know it, work best along this exchange spectrum? The answer is, in a narrow band labeled the "range of marketing effectiveness," which straddles most products and services and extends from somewhere near the middle of seduction to the near edge of commodities. Here the parties are not equally informed; as Deighton and Grayson put it, the "merit of the transaction [is] more ambiguous for one than the other." Marketing induces customers to exchange by selling, informing, or making promises to them. Obviously, activities such as theft or fraud cannot be seen as marketing. Yet marketing is also unnecessary or at best perfunctory at the other end of the spectrum. Two traders on a stock exchange floor can hardly be said to market to each other when they trade bundles of stocks or shares. The price contains all the information they need to transact the deal. The market is simply too efficient in these areas for marketing to work well. Paradoxically, marketing is not effective when market s are efficient.

 

Illustrating the two concepts in this scheme--the Pareto distribution of the customer base and the exchange spectrum--helps us understand pricing strategy more effectively, particularly with regard to the effect of the Internet on pricing for both sellers and customers. With regard to the Pareto distribution, the objective of firms should be to migrate as many customers upward as possible--that is, to turn C customers into Bs, Bs into As, and so forth. By so doing, the firm will increase its customer equity, or in simple terms, maximize the value of its customer transaction base. Forces in the market, however, including competition and the customer sophistication referred to by Dickson, tend to force the customer distribution down, turning As to Bs, and Bs to Cs.

Similarly, in the case of the exchange spectrum, marketing's task is one of moving products or services away from the zone of commodities, and more to the location of seduction. Likewise, the marketplace forces of competition and customer sophistication have the effect of turning products into commodities, depressing prices and reducing essential differences, with cheap PCs and mass-market consumer electronics as obvious examples.

Managers must understand the forces that may impel markets toward a preponderance of C customers, and products and services toward commodities. Technology manifests itself in many such effects. On a more positive note, it also offers managers some exciting tools with which to overcome the effects of market efficiency and halt or at least decelerate the inevitable degradation of the customer base.

Forces that Flatten the Customer Value Pyramid and Narrow the Scope of Marketing

So even as companies attempt to migrate customers up the value pyramid and broaden the range of marketing effectiveness on the exchange spectrum, forces are at work in the market that mitigate in the opposite direction. While these forces occur naturally in most markets, the effect of information technology (IT) has been to put them into overdrive.

Technology facilitates customer search. The customer's information search is a fundamental step in all models of consumer and industrial buying behavior. Searching is not without sacrifice in terms of money and time. A number of new Internet technologies greatly facilitate the search, ranging from the simple through the more advanced, proactive seeking to the actual negotiation of deals on the customer's behalf. Search engines and comparison sites can lower the customer's costs of finding potential suppliers and comparing products and prices. More sophisticated tools, such as intelligent agents, will seek out the lowest prices and even negotiate for lower ones.

Making versus taking prices. Particularly in consumer markets, suppliers tend to make prices while customers "take" them. A notable exception is auctions, but the proportion of consumer goods purchased in this way has always been very small, devoted mainly to used goods. The opposite situation is now occurring in a number of instances on the Web. Online auctions allow cybershoppers to bid on a vast range of products as well as such services as airline tickets and hotel rooms.

 

At a higher level of customer price making, Priceline.com invites customers to name their price on products and services ranging from airline tickets to home mortgages. In the case of airline tickets, customers name the price they are willing to pay for a ticket to a destination, and provide credit card details to establish good faith. Priceline then contacts airlines electronically to see if the fare can be obtained at the named price or lower, and undertakes to return to the customers within an hour.

Customers control transactions. Caterpillar uses its Web site to invite bids on parts from preapproved suppliers, who bid online over a specified period. The contract is awarded to the lowest bidder. Negotiation time is reduced and the average savings on purchases is 6 percent. In this way, the customer has taken almost total control of the transaction, for suppliers find it difficult to compete on anything but price. There is little opportunity to differentiate products, engage in personal selling, or add service, as traditional marketing strategy would have suppliers do.

A return to one-to-one negotiation. In pre-mass market times, buyers and sellers negotiated individually over the sale of many items. It is possible that markets can move full circle, as buyers and sellers do battle in the electronic world. The struggle should result in prices that more closely reflect their true market value. "The future of electronic commerce is an implicit one-to-one negotiation between buyer and seller," says Jerry Kaplan, founder of Onsale Inc., a Net auction site. "You will get an individual spot price on everything" (Cortese and Stepanek 1998). As negotiation costs drop significantly, it might be practical to have competitive bidding on a huge range of purchases, with one intelligent agent bidding against another on behalf of buyers and sellers.

Commoditization and efficient markets. Commodities were among the first goods to be sold electronically. Price, rather than product attributes, good selling, or warm advertising, is the determining factor when selling commodities. If the commodity happens to be perishable, such as airline seats, oranges, or electricity, the Web is even more compelling. Suppliers have to get rid of their inventory fast or lose revenue. The problem on the Web is that when customers can easily compare prices and features, commoditization can also happen to some high-margin products. Strong brand names alone may not be enough to maintain premium prices. In many cases, branded products may even prove interchangeable. Customers may not trust a new credit card company that suddenly appears on the Web because they do not know its reputation, but they may easily switch between American Express and Diners Club, or Visa and MasterCard.

Countering the Forces of Technology on Pricing

Considering all these forces, companies could understandably become quite pessimistic about the future of marketing strategy, especially over the flexibility of pricing possibilities. Yet all is not doom and gloom; there are strategies firms may exploit that will allow them to migrate customers up the Pareto pyramid, making marketing more effective in a time of market efficiency.

 

Differentiate pricing all the time. The Information Age--and the advent of computer-controlled machine tools--lets consumers have it both ways: customized and cheap, automated and personal. This deindustrialization of consumer-driven economics has been termed "mass customization." The Web has already been an outstanding vehicle for mass customization, with personalized news services such as CNN and the customer interaction pages of online stores such as Amazon.com. However, the Web also offers managers the opportunity to exploit a phenomenon that service providers such as airlines have long known: The same product or service can have different values for different customers. Airlines know that the Friday afternoon seat is more valuable to business travelers, and charge them accordingly. The Net should allow the ultimate in price differentiation by customizing the interaction with the customer. The price can also be differentiated to the ultimate extent that no two customers pay the same price.

Use customer data to optimize pricing by creating customer switching barriers. The Web allows sellers to collect detailed data about customers' buying habits, preferences, even spending limits, so they can tailor their products and prices to the individual buyer. Customers like this because it recognizes them as individuals and serves them better. Web sites recommend books that match customer preferences, rather than some critic's, and advise on music that matches customers' likes, rather than the Top 20. This in turn creates switching barriers for customers that competitors will find hard to overcome by mere price alone. Although customers may be able to purchase the product or service at a lower price on another Web site, that site will not have made the effort to learn about the customers, and so will not be able to serve them as well.

Use technology to "dc-menu" pricing. Most firms have resorted to "menu" or "list" pricing systems in the past to simplify the many problems caused by attempting to keep prices up-to-date. Without automation, there is a significant expense associated with changing prices, known as the "menu cost." For firms with large product or service lines, it used to take months for price adjustments to filter down to distributors, retailers, and salespeople. But electronic networks reduce menu cost and time to near zero, so there is no longer a valid excuse for not changing prices when they need to be changed.

Be much better at differentiation--stage experiences. The more similar to a commodity a product or service becomes, the easier it is for customers to compare prices and buy on that basis alone. Marketers have attempted to overcome this in the past by differentiating products--enhancing quality, adding features, branding. When products reached a phase of parity, marketers entered the age of customer service and differentiated on that basis. However, in an era of growing service parity, the staging of customer experiences may be the ultimate and enduring differentiator. The Web provides an excellent theater for staging unique personal experiences--whether aesthetic, entertaining, educational, or escapist--for which customers will be willing to pay.

 

Understand that customers may be willing to pay more than you thought. Marketers make a big mistake by assuming that customers will expect and want to pay less on the Web than they do in conventional channels. Indeed, managers in many industries have a long record of assuming that customers underestimate the value of a product or service, and would typically pay less for it if given the chance. A very successful restaurant in London invites customers to pay what they think a meal is worth. Some exploit the system and eat for free; however, on average, customers pay prices that give the establishment a handsome margin. This phenomenon has already been identified on the Web by Watson et al. (1999), who found that car dealers pay significantly more for used vehicles via an online sale than they do at the "real world" equivalents.

Establish electronic exchanges. Many firms, particularly those in business-to-business markets, may find it more effective to barter than to sell when prices are low. A number of electronic exchanges have already been successfully established to enable firms to barter excess supplies of components or products that would otherwise have been sold for low prices. In this way, the company rids itself of excess stock and receives value in exchange that exceeds the price it would have realized. Chicago-based FastParts Inc. and FairMarket Inc. in Woburn, Massachusetts operate thriving exchanges, helping firms get rid of some $18 billion in excess inventory generated yearly in the United States.

Maximize revenue, not price. Many managers overlook a basic economic opportunity: that in many instances it is better to maximize revenue rather than price. Airlines have perfected the science of yield management, concocting complicated pricing schemes that not only defy customer comparison but also permit revenue maximization on a flight, despite the fact that the average fare might be lower. Many airlines now use their Web site to sell tickets on slow-to-fill or ready-to-leave flights, either on specials or on ticket auctions. They also make use of external services such as Priceline.com to both discern market conditions and sell last-minute capacity. Apart from their own Web sites, airlines, hotels, restaurants, and theaters can also use sites such as lastminute.com to market seats, rooms, tables, and tickets a day or two before due date.

Consider total purchase cost. The purchase price is one element of the total cost of acquisition. Searching, shipping, and holding costs, for instance, can contribute substantially to the acquisition cost of some products. In circumstances in which Web-based purchasing enables a customer to reduce the total cost of a purchase, the customer may be willing to pay more than through a traditional channel. For industrial buyers, opportunity costs may be a significant component of the total price tag of a purchase. Car dealers indicate that attending a physical car auction costs somewhere between $300 and $1,300 in lost profits per day because they are not on the dealership floor. Also, particularly busy consumers will recognize the convenience of Web purchasing. Both these groups are likely to be willing to pay a premium price for products purchased via the Web, if the result is a reduction in the total purchase cost. The Web creates new ways for sellers to cut the total costs faced by purchasers. Sellers can cap italize on these cost reductions by charging higher prices than what traditional outlets charge.

 

Pricing Mechanisms

Before analyzing how the Net changes pricing strategy, we shall examine a firm's pricing options (see Figure 2). The first choice is to decide on fixed versus variable pricing. Of course, no price is fixed for the long term, but some, such as retailing, are fixed for significant periods. For the last 100 years, fixed pricing has tended to dominate because technology could not support large-scale variable pricing. Today, many retailers still use it because of the labor intensity of changing hundreds of prices in a supermarket or department store. Under fixed pricing, either the seller or buyer can make the price. In retailing and with a put option, the seller makes it. Buyers make it when they put an item out for tender or buy a call option. Because the lower cost of consumer searching means buyers can easily compare the fixed prices of a range of sellers (remember Priceline.com?), sellers that fix prices are apt to be pushed toward the commodity end of the market exchange spectrum.

The Net enables customers to become both price takers and price makers, and for firms to gain both buying advantages (by buying at good prices from their suppliers) and earn commissions on customer trades (by allowing and facilitating customers to trade with each other). IT, and particularly the Web, have made variable pricing an option for many firms, which now have the opportunity to change and disseminate prices as often as desired. Prices can be set with a single transaction or multiple interactions.

A single transaction means that one party sets the price and the other can take it, but the price does not change during that transaction. Sellers in the travel industry use yield management systems to dynamically adjust the prices they offer customers. Buyers are likely to use a single transaction tender method when they feel there is a need to evaluate, as well as price, the bidder's ability to meet quality, design, and delivery requirements. This is often the case in construction and large-scale projects. When setting prices, buyers could also use yield management to modify in real time the prices they offer sellers as the buyers react to market trends and the actions of other price makers.

In multiple transactions, the final price of an item can result from a series of interactions, as in an auction, when the buyer may make several bids at successively higher prices before the selling price is established. In a traditional auction, buyers establish the price through competitive bidding, as in the case of eBay. The seller gets to set the price in a reverse auction, where the buyer indicates what is required and sellers get to bid, with the lowest price winning the order. Reverse auctions have been very successful for large industrial companies, such as GE and Caterpillar.

During a Dutch auction, the seller offers the item at successively lower prices until the offer is accepted or the price drops so low as to force the withdrawal of the offered item. Land's End uses a Dutch auction called "On the Counter" to dispose of clothing and other items. It starts with a price below the normal catalogue value and then lowers it in increments of 25 percent every two days until the item is sold or the price is 75 percent of the starting price.

 

Negotiation occurs when both the buyer and seller participate in setting the price through a series of interactions. Nextag.com allows buyers to find the product of interest, make an offer, and respond to the seller's counteroffer. Sometimes multiple sellers will participate in an interaction.

Pricing, we believe, will increasingly move from fixed to variable (the left arrow in Figure 2), a trend that was established in the travel industry some years ago when yield management systems were adopted. Moreover, variable pricing is more likely to move from single to multiple transactions (the right arrow in Figure 2), such as a sequence of bids or offers/counter offers, as this is more likely to favor those who have the greater power in the buyer/seller interaction. With both parties having such a variety of approaches to setting prices, we can now consider the situations under which each should select these options.

Pricing on the Net: A Conceptual Framework

The power of buyers and sellers is a key in determining competitive forces in an industry, says Porter (1985). When buyers have more power than sellers, they force prices lower; when power swings in the other direction, prices move upward. Figure 3 captures the outcome of the pricing power game between buyers and sellers.

Weak buyers and sellers. When both parties are weak, we see pricing systems such as retailing (relatively fixed prices), stock and commodity markets, and Dutch auctions. Power is typically diffused among a large number of buyers and sellers, and competition is intense. Both buyers and sellers can try to use the Net to reach a large number of sellers and buyers, respectively, by extending trading hours and overcoming the tyranny of geography. Thus, many traditional retailers have moved online (such as macys.com), stock exchanges have extended their trading hours, and some sellers are using Dutch auctions to dispose of old stock (such as landsend.com).

The weak/weak sector is the natural state in Western-style economies. Competition and government act to restrict monopoly power (witness the Justice Department's action against Microsoft) and weaken both buyers and sellers. Because the Web makes it easy for the parties to connect, and pricing information is so readily available, the Web can exacerbate the fragility of weak sellers and buyers. Sellers caught in this sector are in danger of being driven toward the commodity end of the exchange spectrum. They need to employ the previously described methods for moving up the spectrum to the domain of marketing effectiveness.

In some markets, such as residential real estate, there can be a relatively small number of weak buyers and sellers. This can be confounded further by what we call "information fuzziness." Here, the product is not standardized, and if the information is truly fuzzy it becomes almost impossible to standardize and compare the product or service. Thus, it is very difficult to compare two houses at the same price in the same city, let alone across cities or regions. Sellers who wish to avoid competing on price will look for opportunities to introduce some degree of fuzziness in their offerings, but this is obviously easier to achieve in some markets (real estate) than in others (stock trading). The Net can be used to differentiate products. A well-designed Web site with an appealing appearance and friendly ambiance should be more successful in attracting and retaining prospects. A high-quality Web site (easy to use, useful, entertaining, supporting the full range of business processes) is better at retaining customers. Thus, weak sellers need to develop Web marketing skills to ameliorate their position.

 

Strong sellers and weak buyers. Strong sellers will typically do better when they force buyers to make the price. So they should favor auctions, as indicated by the downward arrow in Figure 3. In this case, there are no powerful buyers, because there simply are too many of them. However, unless the product is genuinely rare (a gate at a busy airport), highly local (desirable real estate), or a monopoly (government control of the electromagnetic spectrum), this situation will usually be quite rare and difficult for the seller to achieve. When circumstances create seller power, the seller should use technology to reach as many buyers as possible. Weak buyers facing a powerful seller should use the Net to try to find alternative sellers or substitute products to weaken the seller's power.

Strong buyers and weak sellers. When a powerful buyer faces many weaker sellers, the buyer should establish a reverse auction by attracting as many sellers as possible, shown by the leftward arrow in Figure 3. This is what Caterpillar has achieved, and the practice has spread rapidly to large purchasers in the public sector. When Pennsylvania's state government began online reverse auction purchasing in the winter of 1998-99, it entered into an agreement with FreeMarkets OnLine. The deal provided for a series of online reverse auctions that the state's Department of General Services uses to buy simple commodities such as fuel and office furniture. By spring 1999, Pennsylvania and several of its vendors had traded online to the tune of about $20 million.

In these examples there are no powerful sellers, again because there are too many of them. This situation may also exist in peculiar local conditions, such as high transport costs or government-maintained monopsonies. However, the potential of the Net to weaken monopsonies should not be underestimated. The same technology that enables a powerful buyer to interact with many sellers can also be used by those sellers to reach many buyers. Moreover, as other large buyers see the opportunity to interact with many sellers, they will also adopt reverse auctions. Thus, the long-term impact of the Net might be to weaken the power of strong buyers, particularly when the source of this power is mainly geographical.

Strong buyers and sellers. When buyer and seller are both strong, such as in the relationship between the U.S. government and a defense contractor, both parties will try to find opportunities to increase their power and strengthen their hand in negotiations. Buyers might attempt to fragment a system--breaking it down into components so that there are more sellers than would be the case if the entire bundle were purchased. In the days when IBM dominated the computer industry, large companies would sometimes separate the purchase of a new computer system into processor, disk storage, display units, database management software, and other parts. That way, separate suppliers could bid for each component, forcing IBM to compete with Amdahl for the mainframe, Memorex for the disk storage, and so on. This strategy pushed IBM from the total systems market, in which it was very dominant, to the system component market, where competition was more intense. Once a buyer decides to pursue a "componentization" strategy, I t can use the Web to reach more sellers, analogous to GE and Caterpillar's strategies.

 

Similarly, sellers can use the Net to try to find new markets for existing products, thereby reducing their dependence on a single strong customer. Thus, the standoff between two strong parties might be ephemeral as each party in turn seeks to resolve the power imbalance by moving to another sector of the pricing circumplex. Clearly, the power of the Net can be used to reach more buyers or sellers as required to weaken the power of the other party.

Integrated Internet Pricing Strategy

The three frameworks previously introduced provide a foundation for developing an integrated Internet pricing strategy. The flexibility of the technology enables firms to reach millions of prospective buyers and sellers cheaply with either a mass message or an individualized one. A firm must first decide how it interacts with each class of customers. Then it must decide which pricing mechanism to use with each class of customers in each form of communication. For example, it might provide A customers with personalized Web pages and be a fixed price maker on these pages. However, using email, it might also give them the opportunity to be price makers by allowing them to bid for certain items that past buying behavior suggests would appeal to them (a platinum airline customer receiving a personalized email that offers an opportunity to bid for surplus seats to his favorite vacation destination). Rewarding loyal A customers by giving them the first shot at surplus goods is likely to have higher long-term returns than opening up an auction to all comers, who will mostly be the price-sensitive C customers.

Alternatively, the hundreds of thousands of C customers might receive weekly, non-customized emails giving fixed prices for a range of items that can be purchased interactively. To create its emailing list, the same firm could run regular Web site auctions. An important benefit of an online auction, besides getting rid of surplus goods, is that a firm can amass a large email list of prospective buyers from among those who bid. For some businesses, the real payoff of an auction could be the names added to this list.

Creative marketing managers will blend Net communication options (email, Web site), pricing mechanisms (retailing, yield management), and customer value (A+, C) to manage revenue far more carefully and precisely than before. The power of the Net to allow firms to communicate discretely with customers enables pricing strategy to be dynamically fine-tuned to changing circumstances and particular customer segments. Marketers will increasingly be able to respond with the same alacrity as traders, but across a broader range of products and with a vastly greater number of customers. Marketing will become more like trading on steroids.

Surviving in the Internet Economy

When facing intense pricing competition, firms have traditionally resorted to raising efficiency to lower cost structures. This is still a necessary condition to compete in the Internet economy, but not enough. Firms must also be able to react rapidly to sales opportunities, such as responding to an online bidding system within minutes. To compete in this fast-paced environment, they need information systems that can slice and dice cost data to determine accurate minimum bids in real time. They need to build the equivalent of an airline's yield management system so that they can adjust prices dynamically to reflect current supply and demand conditions. Just like commodity brokers, many firms may evolve groups that trade the firm's products and services by constantly varying prices to match market conditions. The Industrial Age notion of setting prices that are relatively stable for long periods is unlikely to survive in the new economy, and firms that do not make the adjustment from price setting to price taking are likely to fail.

 

Firms wishing to avoid intense price competition need to invest in learning about their customers so they can successfully differentiate their products. This implies building and maintaining a customer database that has extensive data on each customer's preferences and buying behavior. It also means building e-commerce applications that support one-to-one marketing, with each customer potentially visiting an individualized Web site. By drawing on its customer database, a firm can tailor each visitor's interaction to stage a unique experience that potentially overcomes the price advantage of a banal, one-size-fits-all Web site.

Firms also need to understand that information is the very heart of customer service. First, you can't provide high-quality service unless you know and understand what customers want. Second, most services have a high information content (telling a customer when a parcel has arrived, categorizing a customer's credit card expenses, detailing travel options). Firms that boost the information component of their products and services differentiate them. Again, IT in the form of databases and customized Web sites is the means of converting information into service.

The Internet is having a fundamental impact on the pricing strategy of businesses opening doors to buyers long closed by the effects of time, cost, and effort. It has the potential to change the shape and structure of a firm's customer base. At worst, it will flatten it, turning the majority of customers into transactional traders who buy on the spot. However, used wisely, it can migrate a significant number of the customers up the value triangle, focusing marketing on high-value customers and enabling a firm to build relationships with those that negate the impact of mere price alone.

The new medium also has the potential to move customers along the exchange spectrum in unprecedented ways and at unprecedented rates. Technology may combine with market forces to reduce most transactions to the level of commodity trades, leaving managers with little opportunity to make prices. A far more optimistic scenario, however, sees managers using technology in combination with other marketing strategies to seduce the customer into a mutually valuable relationship. Collaborative filtering supports a push toward the seduction end of the exchange spectrum. Web retailers of books, CDs, and videos use this technology to make recommendations to a customer based on the selections of another customer with a highly similar preference pattern. This is a particularly valuable service when customers face a huge number of options. Because collaborative filtering is most effective when a customer almost exclusively purchases a particular type of product from one site, it fosters a mutually beneficial relationship.

Considering market situations in computer-mediated environments in terms of the power of buyers and sellers provides a useful framework for decision-making with regard to the effects of the Net on price. By representing these issues in the pricing strategy circumplex in Figure 3, decision makers can avail themselves of a useful tool for exploring both their current pricing positions and the potential to move these positions in the future, particularly by exploiting Net technologies.

 

Marketers have always viewed price as one of the instruments of policy in the marketing mix--a variable that, theoretically at least, can be manipulated and controlled according to circumstances in the business environment and the nature of the target market. In practice, however, many pricing decisions are not taken by marketers, and are based more on such issues as cost and competition than on any notion of customer demand. Seen pessimistically, price decision making has been, and may continue to be, a mechanistic process of calculating costs and attempting markups, or a knee-jerk reaction to market conditions and competitive behavior. A more optimistic view might be that pricing decisions can be as creative as those made about the development of new products and services, or the development of advertising campaigns. Indeed, pricing may be the last frontier for marketing creativity Ignored or used mechanically, the Internet might be the vehicle that destroys the last vestiges of managerial pricing discretion. In the hands of the wise, it might be the digital wagon that carries pricing pioneers to the edge of the digital frontier.

Leyland F. Pitt is a professor of marketing at the Curtin University of Technology in Perth, Australia, and a fellow in marketing and strategy at Cardiff University in Wales, Pierre Berthon is a professor of marketing at the University of Bath in the U.K. Richard T. Watson is a professor of MIS and director of the Centre far Information Systems Leadership at the University of Georgia, Athens. Michael Ewing is an associate professor of marketing, also at the Curtin University of Technology in Perth. The authors wish to thank Ryan Bifulco, formerly director of Internet and distribution planning at AirTran, for his practical insights on Net pricing strategy.

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