How Smart Brands Use Digital
Marketing to Acquire, Engage
and Retain Customers
Joel Book
Principal, Marketing Insights
Salesforce Marketing Cloud
jbook@salesforce.com
@JoelBook
Welcome!
www.linkedin.com/in/joelbook/
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 completedand 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.
Source: Gartner - Digital Marketing Spending report (2014)
In 2014, Digital Marketing spending averaged
one-quarter of the marketing budget.
Source: Accenture Interactive – CMO Insights (2014)
By 2019, CMOs predict Digital Marketing will
account for 75% of the marketing budget.
The
Connected
Consumer
More Informed.
More Empowered.
More Demanding.
of
consumers know
what product
they want to buy
before ever
entering a store.
Bazaarvoice: "Social Trends Report” (2013)
of the B2B purchase decision-
making process is complete . . .
Source: The Digital Evolution in B2B Marketing - CEB and Google (2013)
before the buyer contacts a supplier.
of US
consumers
research
online before
buying.
Source: UPS, comScore, & The e-tailing Group
“Pulse of the Online Shopper" 2014
of
shoppers want
self-service
access to digital
content.
Source: Cisco Internet Business Solutions
Catch and Keep Digital Shoppers 2013
Scotts’ website provides
access to:
• Product Use Details
• Ratings & Reviews
• Q&A
of
consumers trust
the opinions and
reviews posted
online by other
consumers.
Source: Nielsen: “Global Trust in
Advertising and Brand Messages”
September 2013
In 2014, Smartphones and Tablets surpassed
Desktop and Laptop PCs as the leading devices
consumers use for product research.
Source: Nielsen - "Mobile Path to Purchase: The New Shopper Mindset” June 2014
MOBILE
The Power Tool of the
Connected Consumer
Shopping
The average
smartphone user
has downloaded
.
Source: Mashable.com
Source: Ipsos Observer
of US mobile device users prefer
Mobile Push notifications for:
 Appointment Reminders
 Transaction Confirmation
 Special Offers
 Order Updates
of all US
email opens
occur on a mobile
device.
Source: Return Path, 2015
of US
consumers
are email
subscribers.
Source: Salesforce Marketing Cloud
prefer email
for promotional
communications.
prefer email
for service
communications.
Source: Salesforce Marketing Cloud
of
consumersrelyon
socialnetworksto
guidetheir
purchase
decision.
Source: SproutSocial, 2014
“Serving” has become the new “Selling”
50% of Consumers Prefer Social Media
to the Telephone for Customer Service
Source: Amdocs (2014)
“Serving” has become the new “Selling”
72% of customers who post a complaint on
Twitter expect a response within one hour
Source: Lithium Technologies (2014)
Understand the customer’s needs and
interests and use this insight to
continuously deliver personalized content
that aids the customer’s purchase decision,
provides timely service and results in a
great customer experience.
The Customer Experience Mandate
Data is the
“Digital Fuel”
for Delivering a
Personalized
Customer
Experience
Explicit Data (Reported) + Implicit Data (Observed)
1 Channels Applications
Email Email Marketing
Retail Store
Website
Print Advertising
Social Media
Dealer/Agent
Broadcast
Mobile
Mobile Messaging
CRM
E-Commerce
Call Center
Billing
Service
Warranty
Demographic
 Email Address
 Physical Address
 Gender
 Age
 Product Needs & Interests
Customer Profile
Psychographic
Behavioral
 Buyer Persona
 Brand Affinity Persona
 Social Media Persona
 Media/Messaging Opt-in
 Purchase Transactions
 Service Claims / Cases
 Event Attendance
 Campaign Response
 NPV; CLTV
Response to
Facebook Ad
(Facebook Custom
Audience)
Email Signup
via Brand
Website
Welcome Email /
Request for
Needs & Interests
Site Browsing &
Guided Exposure
to Content
Email 1
Triggering
Mobile App
Download
Email 2 & Invitation
for Mobile Push
Sign up
Progressive Profiling Enables Brands to
Learn about the Customer’s Interests and
Predict what Offers, Information and
Service are Relevant and Timely
ProgressiveProfiling
Twitter:
@MelissaSmith01
Melissa Smith
Postal Address
Email:
MSmith@gmail.com
Preferred Retailer
Birth year
Mobile Phone
Number
Personal Profile
Data
Browsing Behavior
Product Interests
Promotion
Participation
Mobile App
Downloaded
Product Purchase
History
Requested Push
Notifications
Customer Service
History
When customer data is used to
predict and deliver
personalized offers
and service,
Conversion Rates
increase 6 – 9%!
Personalized Content Drives Higher Conversion
Source: 2014 Salesforce Marketing Cloud -
Predictive Intelligence Benchmark ReportEmail
Mobile
Online
Consumers are
with Brands
through
2
The Customer Experience Life Cycle
Business Getting Business Keeping
Brands Must Deliver Relevant Content at
Every Life Cycle Stage and through Every 1:1 Channel
“Our goal is to present the
customer with content that
is relevant, not invasive.”
 Automated emails deliver helpful content based on the customer's interests and preferences
 Incorporates in-store purchase data with online browsing data to predict and deliver product
recommendations
 Direct conversion from customers who engage with predictive content is significantly higher.
Room & Board Helps Customers Complete the Room with help
from the Salesforce Marketing Cloud
Kimberly Ruthenbeck, Director of Web Customer Experience
First Midwest Bank uses email to
deliver relevant offers, information
and service tailored to the
customer’s needs, geographic
location, and banking history.
Since implementing this strategy in
2012, the bank has racked up
impressive results, including:
• 80% savings in direct marketing
spend
• 600% increase in product offer
conversion
“We create a seamless experience
when a customer’s online behavior is
reflected in their personalized
messaging. That’s pretty powerful.”
 Wanted to drive more revenue from email channel
 Tracks customer purchases, preferences, site searches and abandoned cart transactions
 Uses Predictive Intelligence to personalize product recommendations to each individual
 Increased click-through rates by 25-35%; Increased sales conversion rates by 15-25%
The Journey from High Fashion to High Tech
Dasha Gastol, Digital Marketing Manager, Diesel
Source: Retail Systems Research
of
consumers
buy more from
retailers who
personalize
across
channels!
Awareness Evaluation Purchase Usage RePurchase Advocacy
Brands Must Optimize the Customer’s Journeys
from Product Purchase through Product Use
3
New Customer
Onboarding
Customer Service
& Support
Product
Purchase
Product
Research & Evaluation
Remarketing
& Cross-Selling
Customer Journeys Span
All Stages of the
Customer Life Cycle
Repurchase
& Renewal
Optimizing Customer Journeys
Improves Revenue, Referral & Retention
Customer
satisfaction
Revenue
growth
Willingness to
recommend
Less likely to
cancel/churn
*Transforming Customer Experience: From Moments to Journeys, 2013
And you’re no longer competing
with just your peers.
You’re Competing with Brands that also
Deliver a Personalized Customer Experience
Plans every step for driver and riderKnows you better than you know yourself
Keys to
Successful
Digital
Marketing
Personalize the Experience
Acquire and apply
customer data to predict
and deliver offers,
invitations, and service
communications that are
relevant, timely and
helpful.
Audience Development
Capitalize on every
opportunity to grow your
audience of email
subscribers, mobile app
users, & mobile alert opt
ins. Control your own
destiny!
Mobile Optimization
Use responsive design to
optimize email
communications, websites
and landing pages for
user-friendly navigation,
readability and response
on mobile devices.
Social Media Marketing
Use Social Listening and
Direct Response
Advertising (i.e. Facebook
Custom Audiences, Twitter
Lead Cards) to generate
leads and acquire new
email subscribers.
Journey Management
Define and automate 1:1
journeys for each critical
stage of the customer life
cycle from product
evaluation and purchase
through product usage
and repeat purchase.
Joel Book
Principal, Marketing Insights
Salesforce Marketing Cloud
jbook@salesforce.com
@JoelBook
Thanks!
www.linkedin.com/in/joelbook/

061615_Joel Book - Connections 2015 v2

  • 1.
    How Smart BrandsUse Digital Marketing to Acquire, Engage and Retain Customers
  • 2.
    Joel Book Principal, MarketingInsights Salesforce Marketing Cloud jbook@salesforce.com @JoelBook Welcome! www.linkedin.com/in/joelbook/
  • 3.
    Safe Harbor Safe harborstatement 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 completedand 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.
  • 5.
    Source: Gartner -Digital Marketing Spending report (2014) In 2014, Digital Marketing spending averaged one-quarter of the marketing budget.
  • 6.
    Source: Accenture Interactive– CMO Insights (2014) By 2019, CMOs predict Digital Marketing will account for 75% of the marketing budget.
  • 8.
  • 9.
    of consumers know what product theywant to buy before ever entering a store. Bazaarvoice: "Social Trends Report” (2013)
  • 10.
    of the B2Bpurchase decision- making process is complete . . . Source: The Digital Evolution in B2B Marketing - CEB and Google (2013) before the buyer contacts a supplier.
  • 11.
    of US consumers research online before buying. Source:UPS, comScore, & The e-tailing Group “Pulse of the Online Shopper" 2014
  • 12.
    of shoppers want self-service access todigital content. Source: Cisco Internet Business Solutions Catch and Keep Digital Shoppers 2013 Scotts’ website provides access to: • Product Use Details • Ratings & Reviews • Q&A
  • 13.
    of consumers trust the opinionsand reviews posted online by other consumers. Source: Nielsen: “Global Trust in Advertising and Brand Messages” September 2013
  • 14.
    In 2014, Smartphonesand Tablets surpassed Desktop and Laptop PCs as the leading devices consumers use for product research. Source: Nielsen - "Mobile Path to Purchase: The New Shopper Mindset” June 2014
  • 15.
    MOBILE The Power Toolof the Connected Consumer Shopping
  • 16.
    The average smartphone user hasdownloaded . Source: Mashable.com
  • 17.
    Source: Ipsos Observer ofUS mobile device users prefer Mobile Push notifications for:  Appointment Reminders  Transaction Confirmation  Special Offers  Order Updates
  • 18.
    of all US emailopens occur on a mobile device. Source: Return Path, 2015
  • 19.
  • 20.
    prefer email for promotional communications. preferemail for service communications. Source: Salesforce Marketing Cloud
  • 21.
  • 22.
    “Serving” has becomethe new “Selling” 50% of Consumers Prefer Social Media to the Telephone for Customer Service Source: Amdocs (2014)
  • 23.
    “Serving” has becomethe new “Selling” 72% of customers who post a complaint on Twitter expect a response within one hour Source: Lithium Technologies (2014)
  • 25.
    Understand the customer’sneeds and interests and use this insight to continuously deliver personalized content that aids the customer’s purchase decision, provides timely service and results in a great customer experience. The Customer Experience Mandate
  • 26.
    Data is the “DigitalFuel” for Delivering a Personalized Customer Experience Explicit Data (Reported) + Implicit Data (Observed) 1 Channels Applications Email Email Marketing Retail Store Website Print Advertising Social Media Dealer/Agent Broadcast Mobile Mobile Messaging CRM E-Commerce Call Center Billing Service Warranty Demographic  Email Address  Physical Address  Gender  Age  Product Needs & Interests Customer Profile Psychographic Behavioral  Buyer Persona  Brand Affinity Persona  Social Media Persona  Media/Messaging Opt-in  Purchase Transactions  Service Claims / Cases  Event Attendance  Campaign Response  NPV; CLTV
  • 27.
    Response to Facebook Ad (FacebookCustom Audience) Email Signup via Brand Website Welcome Email / Request for Needs & Interests Site Browsing & Guided Exposure to Content Email 1 Triggering Mobile App Download Email 2 & Invitation for Mobile Push Sign up Progressive Profiling Enables Brands to Learn about the Customer’s Interests and Predict what Offers, Information and Service are Relevant and Timely ProgressiveProfiling Twitter: @MelissaSmith01 Melissa Smith Postal Address Email: MSmith@gmail.com Preferred Retailer Birth year Mobile Phone Number Personal Profile Data Browsing Behavior Product Interests Promotion Participation Mobile App Downloaded Product Purchase History Requested Push Notifications Customer Service History
  • 28.
    When customer datais used to predict and deliver personalized offers and service, Conversion Rates increase 6 – 9%! Personalized Content Drives Higher Conversion Source: 2014 Salesforce Marketing Cloud - Predictive Intelligence Benchmark ReportEmail Mobile Online
  • 31.
  • 32.
    The Customer ExperienceLife Cycle Business Getting Business Keeping Brands Must Deliver Relevant Content at Every Life Cycle Stage and through Every 1:1 Channel
  • 33.
    “Our goal isto present the customer with content that is relevant, not invasive.”  Automated emails deliver helpful content based on the customer's interests and preferences  Incorporates in-store purchase data with online browsing data to predict and deliver product recommendations  Direct conversion from customers who engage with predictive content is significantly higher. Room & Board Helps Customers Complete the Room with help from the Salesforce Marketing Cloud Kimberly Ruthenbeck, Director of Web Customer Experience
  • 34.
    First Midwest Bankuses email to deliver relevant offers, information and service tailored to the customer’s needs, geographic location, and banking history. Since implementing this strategy in 2012, the bank has racked up impressive results, including: • 80% savings in direct marketing spend • 600% increase in product offer conversion
  • 35.
    “We create aseamless experience when a customer’s online behavior is reflected in their personalized messaging. That’s pretty powerful.”  Wanted to drive more revenue from email channel  Tracks customer purchases, preferences, site searches and abandoned cart transactions  Uses Predictive Intelligence to personalize product recommendations to each individual  Increased click-through rates by 25-35%; Increased sales conversion rates by 15-25% The Journey from High Fashion to High Tech Dasha Gastol, Digital Marketing Manager, Diesel
  • 36.
    Source: Retail SystemsResearch of consumers buy more from retailers who personalize across channels!
  • 37.
    Awareness Evaluation PurchaseUsage RePurchase Advocacy Brands Must Optimize the Customer’s Journeys from Product Purchase through Product Use 3
  • 38.
    New Customer Onboarding Customer Service &Support Product Purchase Product Research & Evaluation Remarketing & Cross-Selling Customer Journeys Span All Stages of the Customer Life Cycle Repurchase & Renewal
  • 39.
    Optimizing Customer Journeys ImprovesRevenue, Referral & Retention Customer satisfaction Revenue growth Willingness to recommend Less likely to cancel/churn *Transforming Customer Experience: From Moments to Journeys, 2013
  • 43.
    And you’re nolonger competing with just your peers.
  • 44.
    You’re Competing withBrands that also Deliver a Personalized Customer Experience Plans every step for driver and riderKnows you better than you know yourself
  • 45.
  • 46.
    Personalize the Experience Acquireand apply customer data to predict and deliver offers, invitations, and service communications that are relevant, timely and helpful.
  • 47.
    Audience Development Capitalize onevery opportunity to grow your audience of email subscribers, mobile app users, & mobile alert opt ins. Control your own destiny!
  • 48.
    Mobile Optimization Use responsivedesign to optimize email communications, websites and landing pages for user-friendly navigation, readability and response on mobile devices.
  • 49.
    Social Media Marketing UseSocial Listening and Direct Response Advertising (i.e. Facebook Custom Audiences, Twitter Lead Cards) to generate leads and acquire new email subscribers.
  • 50.
    Journey Management Define andautomate 1:1 journeys for each critical stage of the customer life cycle from product evaluation and purchase through product usage and repeat purchase.
  • 52.
    Joel Book Principal, MarketingInsights Salesforce Marketing Cloud jbook@salesforce.com @JoelBook Thanks! www.linkedin.com/in/joelbook/