Marketing to the Power of ONE! How Smart Brands Use the Salesforce Marketing Cloud to Deliver a Personalized Customer Experience 
Joel Book 
Principal, Marketing Insights 
Salesforce Marketing Cloud 
@joelbook 
1
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 andcustomer contracts or use of our services. 
The risks and uncertainties referred to above include –but are not limited to –risks associated with developing and deliveringnew functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results andrate 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 financialresults 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 mostrecent 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 arecurrently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
By 2019, CMOs predict: 
Digital marketing will account for more than 75% of the marketing budget. 
Campaigns will unfold in real time, depending on the individual needs and intentsof each customer across every device and channel. 
Source: Accenture Interactive -2014 CMO Insights
“Gartner predicts that, by 2017, the CMO will have a larger IT budget than the CIO” 
Source: Gartner, Inc., “Forecast Analysis: Enterprise Application Software, Worldwide, 1Q14 Update”, April 29, 2014
The Connected Consumer 
More Informed. 
More Empowered. 
More Demanding.
First Visit 
Hand-Raise 
PurchaseBuying CycleSales Cycle 
•Online Research 
•Exploring Brands and Products 
•Narrowing of Options 
•Making the decision 
•Justifying Decision 
•Ordering 
The Buying Process has Changed! Online Research 
“Before ever entering a store, 62% of shoppers already know what they want to buy through prior online research.” 
Bazaarvoice: "Social Trends Report 2013"
Source: Google –“Zero Moment of Truth”, 2012 
The average consumer consults 10.2 sources of information before making a purchase. 
{In 2010, it was 5.3}
of all shoppers use the Internet to research and purchase products and services 
Source: Cisco Internet Business Solutions Group 
"Catch and Keep Digital Shoppers" 2013
of US mobile phone users are smartphone owners. 
Source: comScore MobileLens, October 2014want self- service access to digital content in store. 
Source: Cisco Internet Business Solutions Group study: "Catch and Keep Digital Shoppers“ January 2013
of consumers rely on social networks to guide their purchase decision. 
Source: SproutSocial, 2014
of consumers trust the opinions and reviews posted online by other consumers. 
Source: Nielsen: “Global Trust in Advertising and Brand Messages” –September 2013
of US consumers are email subscribers. 
Source: Salesforce Marketing Cloud
prefer email for promotional communications. prefer email for service communications. 
Source: Salesforce Marketing Cloud
By 2018, 58% of the US population will access the Internet via a connected TV. Source: eMarketer, June 2014
Customers want a 
across channels! 
1
The Customer Life CycleBusiness GettingBusiness Keeping 
Brands Must Deliver Relevant Offers, Invitations and Service throughout the Entire Customer Life Cycle
Innovative Brands Guide the Customer through their Shopping, Buying and Usage ExperiencesAwarenessEvaluationPurchaseUsageRePurchaseAdvocacy
78% of consumers are more likely to be a repeat customer if a brand provides them personalized offers. 
Source: Infosys 
The Good News
54% of consumers would consider ending their relationshipwith a brand if they are not given tailor-made, relevant content & offers. 
Source: CMO Council 
The Bad News
+ 
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 
Product Needs, 
Interests, Preferences 
Campaign 
Response History 
Analytics and 
Engagement Score 
Product /Service 
Purchase History 
Customer 
Demographics 
Email Address 
Physical Address 
Customer Data 
Event Attendance 
HistoryData is The Money Ball of 1:1 Marketing 
Explicit Data (Reported) + Implicit Data (Observed) 
2
“Data-driven companies are 5% more productive and 6% more profitable” 
Source: Gartner, Inc., “Forecast Analysis: Enterprise Application Software, Worldwide, 1Q14 Update”, April 29, 2014
Brands Must Have a Multi-Channel Strategy for Observing, Acquiring and Storing Customer Behavioral Data 
Melissa SmithEmail: msmith@gmail.com 
Age 32Twitter: @MelissaSmith01 
Chicago, IL Facebook Friend & Email Subscriber
Twitter Interaction Triggered by Published Content 
Email Signup via Facebook 
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 upProgressive Profiling Enables Brands to Learnabout the Customer’s Interests and Predictwhat Offers, Information and Service are Relevant and Timely 
Progressive Profiling 
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 relevant content, Conversion Rates increase dramatically! 
6.32% in months 10-12 
9.60%in months 13-18 
Personalized Content Drives Higher Conversion 
Source: 2014 Salesforce Marketing Cloud Benchmark Report
Journey Management 
3Customer Experience 
is the key to delivering a great
Source: McKinsey & Company 
The buyer considers an initial set of brands, based on brand perceptions and exposure to recent touch points. 
1 
The buyer adds or subtracts brands as he evaluates what he wants. 
2 
Ultimately, the buyer selects a brand at the moment of purchase. 
3 
After purchasing a product or service, the buyer builds expectations based on experience to inform the next decision journey. 
4 
The Customer Decision Journey
Source: McKinsey & Company, 2013 
Customer Journeys span all stages of the Customer Experience, from buyingthe product to actually usingit
Increases revenue by up to 15% 
Improves customer satisfaction 20% 
Lowers the cost to serve by up to 20% 
Source: McKinsey & Company, 2013 
Automating and Optimizing Customer Journeys Produces Impressive Results
Retail/CPGTravel& HospitalityCommunications & MediaInternet& eCommerceTechnologyFinancial Services& InsuranceServing 10,000 Brands Worldwide
A Digital Marketing Success Story
Trunk Club runs its personalized clothing service business entirely on Salesforce and the Salesforce Marketing Cloud platform 
Employee mobile app gives stylists insight into member’s dressing style, brand preferences, and sizes 
Integrated sales, service & marketing provides unified view of the customer; Enables fast, personalized member service 
Mobile Apps Keep Trunk Club Customers & Employees Connected 
“We’re using technology that enables rich one-to-one relationships. Our entire company is built around making every interaction feel human.” 
Member App 
Stylist App 
-Brian Spaly, CEO
Volvo Construction Equipment manufactures and sells heavy construction equipment for use in multiple industries. Products and services are offered through proprietary or independent dealerships. The Company
Volvo CE Multi-Channel Marketing Strategy 
Monthly Email Newsletter 
Bi-Monthly Remarketing Email 
Volvoce.com 
Volvo Construction Dealers 
Trade Shows 
Twitter 
Facebook 
YouTube
Email is Vital for Lead Generation and Lead Nurturing
When a Visitor Clicks the Volvo 
Newsletter Sign-up Link, it Triggers 
Opt-in Form
Volvo’s monthly eNewsletteris used to nurture leads and deliver industry-specificnews, promotions and product information 
November 2014 Issue - Road Construction Edition
Volvo’s Remarketing Services Email generates leads that help dealers sell used equipment 
Information Request
Volvo CE Lead Management Workflow 
Salesforce Marketing Cloud integration with CRM system enables Volvo sales reps to track leads, manage opportunities 
Lead report sent via Salesforce Marketing Cloud to Volvo sales rep 
Personalized “Thank You” email sent via Salesforce Marketing Cloud to customer 
Data Cleansing 
Lead Scoring 
Data Integration in CRM
Volvo CE is Very Effective in Leveraging Social Media
Benefits: 
Enables Volvo to deliver ads to Facebook members who fit the profile of the desired customer 
Generates leads, Attracts new email subscribers, Drives downloads of the Volvo CE Insider app 
Reduces costs per lead by 30%. Volvo CE Uses Facebook Custom Audiences
Facebook Custom Audience 
Location –Living In 
Canada 
United States 
Age 
23 and older 
Interests 
Construction equipment brands competitive to Volvo Construction Equipment 
Results 
279,746+ Impressions 
9,485 Clicks 
27 Direct Sales Qualified Leads 
$2,065.71 Cost ($76.50 / SQL) Volvo Uses Facebook Ads to Drive Leads
Volvo Construction Equipment’s digital 
marketing solution helps dealers to sell 
$100 million dollars worth of new and 
used equipment each year.
Sony PlayStation 
Digital Marketing Success Story
Sony Delivers a Personalized Experience for PS4 Game Players 
Launched PS4 & player community to enable Sony and PS4 players to stay connected 
Sony has completevisibility into the PS4 player’s journeys from novice to advanced 
Delivers engaging, relevant content across email, mobile, social and in-game experience
Sony’s Back on Top! 
Sony has overtaken Nintendo in console sales for the first time in eight years, following the successful launch of the Playstation4 (PS4) in November 2013. 
Sony sold a total of 18.7 million consoles in the last financial year, which ended in March 2014, compared to Nintendo's 16.3 million.
NOW SERVING 
1 
SERVING 
SELLING 
has become the new
The 1to1 Marketing ParadigmUnderstand the needs and expectations of individual customers and use that insight to personalize and optimize every interaction across online and offline channels.
The 1to1 Marketing ParadigmUnderstand the needs and expectationsof individual customers and use that insight to personalize and optimize every interaction across online and offline channels.
The 1to1 Marketing ParadigmUnderstand the needs and expectations of individual customers and use that insight to personalize and optimizeevery interaction across online and offline channels.
The 1to1 Marketing ParadigmUnderstand the needs and expectations of individual customers and use that insight to personalize and optimize every interaction across online and offline channels.
Joel BookPrincipal, Marketing InsightsSalesforce Marketing Cloudjbook@ExactTarget.com @JoelBookThanks! www.linkedin.com/in/joelbook/

Marketing to the Power of ONE - Salesforce Partner Forum - New York City 11.18.14

  • 1.
    Marketing to thePower of ONE! How Smart Brands Use the Salesforce Marketing Cloud to Deliver a Personalized Customer Experience Joel Book Principal, Marketing Insights Salesforce Marketing Cloud @joelbook 1
  • 2.
    Safe Harbor Safeharbor 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 andcustomer contracts or use of our services. The risks and uncertainties referred to above include –but are not limited to –risks associated with developing and deliveringnew functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results andrate 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 financialresults 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 mostrecent 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 arecurrently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3.
    By 2019, CMOspredict: Digital marketing will account for more than 75% of the marketing budget. Campaigns will unfold in real time, depending on the individual needs and intentsof each customer across every device and channel. Source: Accenture Interactive -2014 CMO Insights
  • 4.
    “Gartner predicts that,by 2017, the CMO will have a larger IT budget than the CIO” Source: Gartner, Inc., “Forecast Analysis: Enterprise Application Software, Worldwide, 1Q14 Update”, April 29, 2014
  • 6.
    The Connected Consumer More Informed. More Empowered. More Demanding.
  • 7.
    First Visit Hand-Raise PurchaseBuying CycleSales Cycle •Online Research •Exploring Brands and Products •Narrowing of Options •Making the decision •Justifying Decision •Ordering The Buying Process has Changed! Online Research “Before ever entering a store, 62% of shoppers already know what they want to buy through prior online research.” Bazaarvoice: "Social Trends Report 2013"
  • 8.
    Source: Google –“ZeroMoment of Truth”, 2012 The average consumer consults 10.2 sources of information before making a purchase. {In 2010, it was 5.3}
  • 9.
    of all shoppersuse the Internet to research and purchase products and services Source: Cisco Internet Business Solutions Group "Catch and Keep Digital Shoppers" 2013
  • 10.
    of US mobilephone users are smartphone owners. Source: comScore MobileLens, October 2014want self- service access to digital content in store. Source: Cisco Internet Business Solutions Group study: "Catch and Keep Digital Shoppers“ January 2013
  • 11.
    of consumers relyon social networks to guide their purchase decision. Source: SproutSocial, 2014
  • 12.
    of consumers trustthe opinions and reviews posted online by other consumers. Source: Nielsen: “Global Trust in Advertising and Brand Messages” –September 2013
  • 13.
    of US consumersare email subscribers. Source: Salesforce Marketing Cloud
  • 14.
    prefer email forpromotional communications. prefer email for service communications. Source: Salesforce Marketing Cloud
  • 15.
    By 2018, 58%of the US population will access the Internet via a connected TV. Source: eMarketer, June 2014
  • 17.
    Customers want a across channels! 1
  • 18.
    The Customer LifeCycleBusiness GettingBusiness Keeping Brands Must Deliver Relevant Offers, Invitations and Service throughout the Entire Customer Life Cycle
  • 19.
    Innovative Brands Guidethe Customer through their Shopping, Buying and Usage ExperiencesAwarenessEvaluationPurchaseUsageRePurchaseAdvocacy
  • 20.
    78% of consumersare more likely to be a repeat customer if a brand provides them personalized offers. Source: Infosys The Good News
  • 21.
    54% of consumerswould consider ending their relationshipwith a brand if they are not given tailor-made, relevant content & offers. Source: CMO Council The Bad News
  • 22.
    + 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 Product Needs, Interests, Preferences Campaign Response History Analytics and Engagement Score Product /Service Purchase History Customer Demographics Email Address Physical Address Customer Data Event Attendance HistoryData is The Money Ball of 1:1 Marketing Explicit Data (Reported) + Implicit Data (Observed) 2
  • 23.
    “Data-driven companies are5% more productive and 6% more profitable” Source: Gartner, Inc., “Forecast Analysis: Enterprise Application Software, Worldwide, 1Q14 Update”, April 29, 2014
  • 24.
    Brands Must Havea Multi-Channel Strategy for Observing, Acquiring and Storing Customer Behavioral Data Melissa SmithEmail: msmith@gmail.com Age 32Twitter: @MelissaSmith01 Chicago, IL Facebook Friend & Email Subscriber
  • 25.
    Twitter Interaction Triggeredby Published Content Email Signup via Facebook 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 upProgressive Profiling Enables Brands to Learnabout the Customer’s Interests and Predictwhat Offers, Information and Service are Relevant and Timely Progressive Profiling 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
  • 26.
    When customer datais used to predict and deliver relevant content, Conversion Rates increase dramatically! 6.32% in months 10-12 9.60%in months 13-18 Personalized Content Drives Higher Conversion Source: 2014 Salesforce Marketing Cloud Benchmark Report
  • 27.
    Journey Management 3CustomerExperience is the key to delivering a great
  • 28.
    Source: McKinsey &Company The buyer considers an initial set of brands, based on brand perceptions and exposure to recent touch points. 1 The buyer adds or subtracts brands as he evaluates what he wants. 2 Ultimately, the buyer selects a brand at the moment of purchase. 3 After purchasing a product or service, the buyer builds expectations based on experience to inform the next decision journey. 4 The Customer Decision Journey
  • 29.
    Source: McKinsey &Company, 2013 Customer Journeys span all stages of the Customer Experience, from buyingthe product to actually usingit
  • 30.
    Increases revenue byup to 15% Improves customer satisfaction 20% Lowers the cost to serve by up to 20% Source: McKinsey & Company, 2013 Automating and Optimizing Customer Journeys Produces Impressive Results
  • 32.
    Retail/CPGTravel& HospitalityCommunications &MediaInternet& eCommerceTechnologyFinancial Services& InsuranceServing 10,000 Brands Worldwide
  • 33.
    A Digital MarketingSuccess Story
  • 35.
    Trunk Club runsits personalized clothing service business entirely on Salesforce and the Salesforce Marketing Cloud platform Employee mobile app gives stylists insight into member’s dressing style, brand preferences, and sizes Integrated sales, service & marketing provides unified view of the customer; Enables fast, personalized member service Mobile Apps Keep Trunk Club Customers & Employees Connected “We’re using technology that enables rich one-to-one relationships. Our entire company is built around making every interaction feel human.” Member App Stylist App -Brian Spaly, CEO
  • 39.
    Volvo Construction Equipmentmanufactures and sells heavy construction equipment for use in multiple industries. Products and services are offered through proprietary or independent dealerships. The Company
  • 40.
    Volvo CE Multi-ChannelMarketing Strategy Monthly Email Newsletter Bi-Monthly Remarketing Email Volvoce.com Volvo Construction Dealers Trade Shows Twitter Facebook YouTube
  • 41.
    Email is Vitalfor Lead Generation and Lead Nurturing
  • 42.
    When a VisitorClicks the Volvo Newsletter Sign-up Link, it Triggers Opt-in Form
  • 43.
    Volvo’s monthly eNewsletterisused to nurture leads and deliver industry-specificnews, promotions and product information November 2014 Issue - Road Construction Edition
  • 44.
    Volvo’s Remarketing ServicesEmail generates leads that help dealers sell used equipment Information Request
  • 45.
    Volvo CE LeadManagement Workflow Salesforce Marketing Cloud integration with CRM system enables Volvo sales reps to track leads, manage opportunities Lead report sent via Salesforce Marketing Cloud to Volvo sales rep Personalized “Thank You” email sent via Salesforce Marketing Cloud to customer Data Cleansing Lead Scoring Data Integration in CRM
  • 46.
    Volvo CE isVery Effective in Leveraging Social Media
  • 47.
    Benefits: Enables Volvoto deliver ads to Facebook members who fit the profile of the desired customer Generates leads, Attracts new email subscribers, Drives downloads of the Volvo CE Insider app Reduces costs per lead by 30%. Volvo CE Uses Facebook Custom Audiences
  • 48.
    Facebook Custom Audience Location –Living In Canada United States Age 23 and older Interests Construction equipment brands competitive to Volvo Construction Equipment Results 279,746+ Impressions 9,485 Clicks 27 Direct Sales Qualified Leads $2,065.71 Cost ($76.50 / SQL) Volvo Uses Facebook Ads to Drive Leads
  • 49.
    Volvo Construction Equipment’sdigital marketing solution helps dealers to sell $100 million dollars worth of new and used equipment each year.
  • 50.
    Sony PlayStation DigitalMarketing Success Story
  • 51.
    Sony Delivers aPersonalized Experience for PS4 Game Players Launched PS4 & player community to enable Sony and PS4 players to stay connected Sony has completevisibility into the PS4 player’s journeys from novice to advanced Delivers engaging, relevant content across email, mobile, social and in-game experience
  • 53.
    Sony’s Back onTop! Sony has overtaken Nintendo in console sales for the first time in eight years, following the successful launch of the Playstation4 (PS4) in November 2013. Sony sold a total of 18.7 million consoles in the last financial year, which ended in March 2014, compared to Nintendo's 16.3 million.
  • 55.
    NOW SERVING 1 SERVING SELLING has become the new
  • 56.
    The 1to1 MarketingParadigmUnderstand the needs and expectations of individual customers and use that insight to personalize and optimize every interaction across online and offline channels.
  • 57.
    The 1to1 MarketingParadigmUnderstand the needs and expectationsof individual customers and use that insight to personalize and optimize every interaction across online and offline channels.
  • 58.
    The 1to1 MarketingParadigmUnderstand the needs and expectations of individual customers and use that insight to personalize and optimizeevery interaction across online and offline channels.
  • 59.
    The 1to1 MarketingParadigmUnderstand the needs and expectations of individual customers and use that insight to personalize and optimize every interaction across online and offline channels.
  • 60.
    Joel BookPrincipal, MarketingInsightsSalesforce Marketing Cloudjbook@ExactTarget.com @JoelBookThanks! www.linkedin.com/in/joelbook/