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CRM Strategies for Accelerating Pipeline
Growth
Chris Grindler
Senior Manager, Member Acquisition
GBTA
Suzy Matus,
Manager, Customer Marketing
Salesforce Pardot
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of
the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or
service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for
future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts
or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service,
new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be
delivered on time or at all. Customers who purchase our services should make the purchase decisions
based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking
statements.
Website	
  
Social	
  Media	
  
Email	
  
References	
  
Community	
  
Buyers Are More Connected than Ever Before
ABOUT	
  US	
   CONSUMER	
  
REVIEWS	
  
SOCIAL	
  
MEDIA	
  
COMMUNITY	
  
DISCUSSIONS	
  
PRICING	
  
PAGE	
  
CONTACT	
  
SALES	
  
GOOGLE	
  
SEARCH	
  
By	
  2020,	
  85%	
  of	
  the	
  buyer’s	
  journey	
  will	
  be	
  completed	
  
before	
  the	
  buyer	
  reaches	
  out	
  to	
  sales.	
  
85%	
  
Buyers Are Controlling Today’s Sales Process
Be	
  Appealing:	
  EnCce	
  with	
  Value	
  
Be	
  Available:	
  Put	
  Yourself	
  Out	
  There	
  
Be	
  Smooth:	
  Make	
  It	
  Hard	
  to	
  Say	
  No	
  
How to Win at Lead Generation
Chris	
  Grindler	
  
Senior	
  Manager,	
  Membership	
  AcquisiCon	
  
What do you have to offer
potential customers?
AnCcipate	
  Needs	
  &	
  Pains	
  
Think	
  Laterally	
  
Stand	
  Out	
  From	
  The	
  Crowd	
  
Content Is The Hook
Be	
  
Appealing	
  
Become	
  a	
  Trusted	
  Resource	
  
Provide	
  Reasons	
  to	
  Interact	
  
Understand	
  What	
  Leads	
  are	
  Interested	
  In	
  
Content and Lead Generation Are BFFs
Be	
  
Appealing	
  
Easy	
  Content	
  Storage	
  
Tracked,	
  Custom	
  Links	
  
Landing	
  Pages	
  and	
  Forms	
  
Pardot Powers Your Content
Be	
  
Appealing	
  
How do people find your
content?
Use	
  Your	
  Own	
  ProperCes	
  
OpCmize	
  for	
  SEO	
  
Share	
  on	
  Social	
  
Help People Find You – For Free!
Be	
  
Available	
  
Google	
  AdWords	
  
RetargeCng	
  
Find	
  Your	
  Social	
  Medium	
  
Grow Your Audience Through Ads
Be	
  
Available	
  
OpCmize	
  Your	
  Pages	
  
Manage	
  Social	
  Sharing	
  
Track	
  Campaign	
  Success	
  
Pardot Helps You with Free & Paid Channels
Be	
  
Available	
  
How Do You Turn Suspects
Into Prospects?
Use	
  Short	
  Forms	
  
Make	
  It	
  Relevant	
  
Follow	
  up	
  based	
  on	
  the	
  funnel	
  
Improve Your Chances of Conversion
Be	
  
Available	
  
Segment	
  for	
  Relevancy	
  
Nurture	
  Over	
  Time	
  
Use	
  “Thank	
  You”	
  Content	
  
Keep Them Coming Back For More
Be	
  
Available	
  
Easy,	
  Visual	
  Builders	
  	
  
Automate	
  All	
  The	
  Things!	
  
Test	
  and	
  Adapt	
  Based	
  on	
  Customer	
  Data	
  
Pardot Is Your Conversion Machine
Be	
  
Available	
  
CASE STUDY:
The GBTA Event Marketing
Transformation
Efficiency	
  
Conversions	
  
Engagement	
  
Precise	
  TargeMng	
  
	
  
Cost	
  
Time	
  to	
  Convert	
  
Time	
  to	
  Market	
  
	
  
Pardot Has Transformed GBTA Event Marketing
Key Benefits
Event score drives
targeting
Top	
  Tier	
  	
  
18%	
  Conversion	
  
Mid	
  Tier	
  
3%	
  Conversion	
  
BoQom	
  Tier	
  
0%	
  Conversion	
  
How GBTA Uses Marketing Automation for Events
Capture | Nurture | Target | Convert
Lead	
  AcquisiCon	
   Prospect	
  TargeCng	
   Prospect	
  Conversion	
  
1.  Text emails from
meaningful
personas
2.  Abandon cart emails
3.  Dynamic content
with promo codes
4.  Page actions with
alerts to inside sales
team
Email form on every page
Leads for event drip
campaigns
Increased return on marketing investments
	
  
20%	
  registraMon	
  	
  
growth	
  
	
  
50%+	
  reducMon	
  in	
  
markeMng	
  
expenditures	
  
	
  
Bottom Line Results
Process Improvements at GBTA
8X	
  increase	
  in	
  new	
  
requests	
  serviced	
  per	
  
month	
  
	
  	
  
	
  
	
  
	
  
	
  
Fulfillment	
  Mme	
  
reduced	
  by	
  70%,	
  to	
  
less	
  than	
  48	
  hours	
  	
  
	
  
Pardot Use Has Transformed GBTA Event Marketing
Key Process Metrics
Formula For Lead Generation Success
Be Appealing
Entice with Value
Be Available
Put Yourself Out There
Be Smooth
Make It Hard to Say No
1 2 3
Questions?
Join Us For Dreamforce 2015
September 15-18, 2015 | San Francisco, CA

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CRM Strategies for Accelerating B2B Pipeline Growth

  • 1. CRM Strategies for Accelerating Pipeline Growth Chris Grindler Senior Manager, Member Acquisition GBTA Suzy Matus, Manager, Customer Marketing Salesforce Pardot
  • 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Website   Social  Media   Email   References   Community   Buyers Are More Connected than Ever Before
  • 4. ABOUT  US   CONSUMER   REVIEWS   SOCIAL   MEDIA   COMMUNITY   DISCUSSIONS   PRICING   PAGE   CONTACT   SALES   GOOGLE   SEARCH   By  2020,  85%  of  the  buyer’s  journey  will  be  completed   before  the  buyer  reaches  out  to  sales.   85%   Buyers Are Controlling Today’s Sales Process
  • 5. Be  Appealing:  EnCce  with  Value   Be  Available:  Put  Yourself  Out  There   Be  Smooth:  Make  It  Hard  to  Say  No   How to Win at Lead Generation
  • 6. Chris  Grindler   Senior  Manager,  Membership  AcquisiCon  
  • 7. What do you have to offer potential customers?
  • 8. AnCcipate  Needs  &  Pains   Think  Laterally   Stand  Out  From  The  Crowd   Content Is The Hook Be   Appealing  
  • 9. Become  a  Trusted  Resource   Provide  Reasons  to  Interact   Understand  What  Leads  are  Interested  In   Content and Lead Generation Are BFFs Be   Appealing  
  • 10. Easy  Content  Storage   Tracked,  Custom  Links   Landing  Pages  and  Forms   Pardot Powers Your Content Be   Appealing  
  • 11. How do people find your content?
  • 12. Use  Your  Own  ProperCes   OpCmize  for  SEO   Share  on  Social   Help People Find You – For Free! Be   Available  
  • 13. Google  AdWords   RetargeCng   Find  Your  Social  Medium   Grow Your Audience Through Ads Be   Available  
  • 14. OpCmize  Your  Pages   Manage  Social  Sharing   Track  Campaign  Success   Pardot Helps You with Free & Paid Channels Be   Available  
  • 15. How Do You Turn Suspects Into Prospects?
  • 16. Use  Short  Forms   Make  It  Relevant   Follow  up  based  on  the  funnel   Improve Your Chances of Conversion Be   Available  
  • 17. Segment  for  Relevancy   Nurture  Over  Time   Use  “Thank  You”  Content   Keep Them Coming Back For More Be   Available  
  • 18. Easy,  Visual  Builders     Automate  All  The  Things!   Test  and  Adapt  Based  on  Customer  Data   Pardot Is Your Conversion Machine Be   Available  
  • 19. CASE STUDY: The GBTA Event Marketing Transformation
  • 20. Efficiency   Conversions   Engagement   Precise  TargeMng     Cost   Time  to  Convert   Time  to  Market     Pardot Has Transformed GBTA Event Marketing Key Benefits
  • 21. Event score drives targeting Top  Tier     18%  Conversion   Mid  Tier   3%  Conversion   BoQom  Tier   0%  Conversion   How GBTA Uses Marketing Automation for Events Capture | Nurture | Target | Convert Lead  AcquisiCon   Prospect  TargeCng   Prospect  Conversion   1.  Text emails from meaningful personas 2.  Abandon cart emails 3.  Dynamic content with promo codes 4.  Page actions with alerts to inside sales team Email form on every page Leads for event drip campaigns
  • 22. Increased return on marketing investments   20%  registraMon     growth     50%+  reducMon  in   markeMng   expenditures     Bottom Line Results
  • 24. 8X  increase  in  new   requests  serviced  per   month               Fulfillment  Mme   reduced  by  70%,  to   less  than  48  hours       Pardot Use Has Transformed GBTA Event Marketing Key Process Metrics
  • 25. Formula For Lead Generation Success Be Appealing Entice with Value Be Available Put Yourself Out There Be Smooth Make It Hard to Say No 1 2 3
  • 27. Join Us For Dreamforce 2015 September 15-18, 2015 | San Francisco, CA