SlideShare a Scribd company logo
Salesforce Solution
pour votre Marketing
Pardot et Marketing Cloud
Justine Blanchoz, Success Manager
Marie Deleval, Success Manager
Thierry Trouin, User Group Leader at Toulouse
Martin Lezer, User Group Lead at Bordeaux
This presentation contains forward-looking statements about the Company’s financial and operating results, which may include expected GAAP and non-GAAP financial
and other operating and non-operating results, including revenue, net income, earnings per share, operating cash flow growth, operating margin improvement, expected
revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased
intangibles, shares outstanding, market growth, environmental, social and governance goals, expected capital allocation, including mergers and acquisitions, capital
expenditures and other investments, expectations regarding closing contemplated acquisitions and contributions from acquired companies. The achievement or success
of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the
assumptions prove incorrect, the Company’s results could differ materially from the results expressed or implied by the forward-looking statements it makes. The risks and
uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but
not limited to: risks associated with our ability to successfully integrate Slack Technologies, Inc.’s operations; our ability to realize the anticipated benefits of the Slack
Technologies, Inc. transaction; the impact of Slack Technologies, Inc.’s business model on our ability to forecast revenue results; disruption from the transaction making it
more difficult to maintain business and operational relationships; the impact of, and actions we may take in response to, the COVID-19 pandemic, related public health
measures and resulting economic downturn and market volatility; our ability to maintain service performance and security levels meeting the expectations of our
customers, and the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate performance degradation and security breaches;
our ability to secure and costs related to data center capacity and other infrastructure provided by third parties; our reliance on third-party hardware, software and platform
providers; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to
accessing the Internet, and those addressing data privacy; current and potential litigation involving us or our industry, including litigation involving acquired entities such
as Tableau; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product
features, including any efforts to expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary
businesses and strategic partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our
business; our ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and
innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the
success of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations;
our dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties;
fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products;
the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to protect our intellectual property
rights; our ability to develop our brands; the valuation of our deferred tax assets and the release of related valuation allowances; uncertainties regarding our tax obligations
in connection with potential jurisdictional transfers of intellectual property; uncertainties regarding the effect of general economic conditions; and risks related to our debt
and lease obligations.
Forward-Looking Statements
031621
Who are we ?
Justine Blanchoz
Success Manager
Pardot, Marketing Cloud
Marie Deleval
Success Manager
Marketing Cloud
Thierry TROUIN
Salesforce Expert, Lighting Champion, Application
Architect & User Group Leader at Toulouse,
Martin Lezer
Salesforce Certified Architect • Salesforce Technical
Manager • Salesforce User Group Leader
Pardot & Marketing Cloud Presentation - 10’
Pardot vs Marketing Cloud : Which product is right for you ? - 15’
Demo - 15’
Q&A - 15’
Agenda
Pardot & Marketing
Cloud Presentation
Source: Salesforce Customer Success Metrics Survey conducted 2015-2017
Kathryn Frederick
CMO, Ticketmaster
Interaction Studio
Advertising Studio
Social Studio
Marketing Cloud
Datorama
Marketing Intelligence
Salesforce CDP
Pardot
Google Analytics 360
World’s #1 Marketing Platform
28%
Increase in
Customer
Engagement
28%
Increase in
Customer
Engagement
26%
Increase in Lead
Volume
Maximize ROI
Close More Deals
Digital advertising & social | Ad & Social Studio
Sales intelligence | Sales Cloud Einstein
Sales alignment | Salesforce Engage
Sales automation | Sales Cloud
Marketing analytics | B2B Marketing Analytics
Find & Nurture Leads
B2B marketing automation | Pardot
Predictive marketing | Pardot Einstein
Engage Across the Journey
Email & Mobile Studio | Email and mobile messaging
Journey Builder | Marketing orchestration
Personalize with Intelligence
Interaction Studio | Real-time interaction management
Datorama | Marketing intelligence
Google Analytics 360 | Web analytics
Advertising & Social Studio | Digital advertising and social
Know Your Customer
Audience Studio | Data management and sharing
Pardot Marketing Cloud
Salesforce Customer 360 Marketing
Pardot vs Marketing Cloud
Which Product is right for
you ?
Share Data Across The Customer Success
Platform
500
A
Email Mobile Social Ads
Predictive
Web
Lead
Scoring
Lead
Nurturing
!
Web
Behavior
Prospect
Alerts
Other Clouds
Footnote
Which Product is right for you?
Drive qualified leads
and pipeline to a
team of salespeople.
For companies where marketing
teams have
both missions.
Drive customer engagement and
revenue through 1-to-1
communications at scale with
consumers, users,
and subscribers.
+
Use case examples
Newsletter, Welcome & Birthday
journey, Post Purchase, Product
Recommendation, Customer Service,
Browse Retargeting, Abandoned cart,
Back in Stock, Omnichannel journeys
(etc)
Use cases examples
Newsletter, Education, Event/Webinar
organization & follow up,
Product/Service Launch, Cold Lead
Re-Engagement, Top of Mind
Footnote
Scoring and Grading
Lead Capture Forms
Marketing Analytics
ROI Reporting
Progressive Profiling
Web Tracking
Engage for Sales (Send mkt
approved content, alerts)
CRM as main SoR
ABM
Email Campaigns
Landing Pages
Dynamic Content
Segmentation
Transactional Messages
Cross-Channel Journeys
Predictive Recommendations
Mobile (SMS/Push)
Paid Social Ads
Multiple Data Sources
Abandon Cart Use Case
Sales Cloud required
Sales Cloud not required
OUT OF THE BOX
Approach to many and unspecified
consumers using Web, Mobile and Email
Marketing Cloud vs Pardot: Product Concept
(approach)
Ex. Company X wants to sell a particular car
Multichannel
Approach to existing contact that might
show high interest in a product
Scoring
What’s all about?
helps Sales and Marketing teams:
Generate more lead
Qualify more leads
Close more deals
Calculate ROI
helps Marketing teams:
Orchestrate cross-channel brand experiences
Drive direct revenue with real-time messaging
Automate any marketing, commerce and transactional
operation
Through a
salesperson/selling cycle
On their own, or with
minimal interaction with
a salesperson
How do your customers
purchase products and services?
Find and nurture leads
until they are sales ready
Drive direct revenue and
create customer experiences
to develop brand loyalty
What is the primary purpose
of the marketing organization?
Salesforce CRM and
asset engagement data
Many different systems
(POS, integrations, CRM,
etc.)
What is the primary data source
used for marketing purposes?
Marketing Cloud
Marketing Leadership: Manage marketing team(s), Determine
campaign strategy and coordination, Monitor revenue and spending
Campaign Manager: Creative direction across campaigns, teams and
channels, define Segmentation, approve and align content between
channels, understand and leverage analytics,
Content Manager &/or Design Developer: Create content & place
into marketing assets, write copy, test sends, deploy content,
Programming (landing pages, front-end, templates, emails)
Data Manager: Create automations, Segmentation, Manage data (ex:
cleaning data)
IT Service: MC Admin, Automated testing, Run queries, export data,
create reports, Manage interfaces/APIs between Marketing Cloud &
other systems, Troubleshoot technical issues
Marketing Team & Personas
Pardot
Marketing Leadership: Determine Content Inbound Mkg &
Lead Gen Strategy, Monitor Revenue & Spending
Marketing Day to Day User: Content Creator, create
automations, Execute Strategy
Pardot Admin: Establish/Enforce standard Operating
Procedure
Cross Functional Team: IT Webmaster, SF Admin (to
enable features), Business Analyst in some cases, Sales
Leadership to understand Sales Cycle + Qualify MQL
passing over to Sales
In some cases, Some roles & responsibilities are outsourced
to an agency
Demo
Q&A
Ressources
Useful links
Pardot
● Pardot Lightning App Basics
● Pardot Lead Generation
● Pardot Scoring & Grading
● Pardot Process Automation
● Pardot Engagement Studio
Marketing Cloud
● Marketing Cloud Basics
● Campaign Optimization for Marketers
● Marketing Intelligence Reports
● Einstein for Marketing Cloud Basics
● Digital Marketing Roadmap
development
Ameliorez votre Marketing : Introduction aux solutions Marketing Cloud et Pardot

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Ameliorez votre Marketing : Introduction aux solutions Marketing Cloud et Pardot

  • 1. Salesforce Solution pour votre Marketing Pardot et Marketing Cloud Justine Blanchoz, Success Manager Marie Deleval, Success Manager Thierry Trouin, User Group Leader at Toulouse Martin Lezer, User Group Lead at Bordeaux
  • 2.
  • 3. This presentation contains forward-looking statements about the Company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals, expected capital allocation, including mergers and acquisitions, capital expenditures and other investments, expectations regarding closing contemplated acquisitions and contributions from acquired companies. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the Company’s results could differ materially from the results expressed or implied by the forward-looking statements it makes. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: risks associated with our ability to successfully integrate Slack Technologies, Inc.’s operations; our ability to realize the anticipated benefits of the Slack Technologies, Inc. transaction; the impact of Slack Technologies, Inc.’s business model on our ability to forecast revenue results; disruption from the transaction making it more difficult to maintain business and operational relationships; the impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market volatility; our ability to maintain service performance and security levels meeting the expectations of our customers, and the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; our ability to secure and costs related to data center capacity and other infrastructure provided by third parties; our reliance on third-party hardware, software and platform providers; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy; current and potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features, including any efforts to expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary businesses and strategic partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our business; our ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations; our dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the valuation of our deferred tax assets and the release of related valuation allowances; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property; uncertainties regarding the effect of general economic conditions; and risks related to our debt and lease obligations. Forward-Looking Statements 031621
  • 4. Who are we ? Justine Blanchoz Success Manager Pardot, Marketing Cloud Marie Deleval Success Manager Marketing Cloud Thierry TROUIN Salesforce Expert, Lighting Champion, Application Architect & User Group Leader at Toulouse, Martin Lezer Salesforce Certified Architect • Salesforce Technical Manager • Salesforce User Group Leader
  • 5. Pardot & Marketing Cloud Presentation - 10’ Pardot vs Marketing Cloud : Which product is right for you ? - 15’ Demo - 15’ Q&A - 15’ Agenda
  • 7. Source: Salesforce Customer Success Metrics Survey conducted 2015-2017 Kathryn Frederick CMO, Ticketmaster Interaction Studio Advertising Studio Social Studio Marketing Cloud Datorama Marketing Intelligence Salesforce CDP Pardot Google Analytics 360 World’s #1 Marketing Platform 28% Increase in Customer Engagement 28% Increase in Customer Engagement 26% Increase in Lead Volume
  • 8. Maximize ROI Close More Deals Digital advertising & social | Ad & Social Studio Sales intelligence | Sales Cloud Einstein Sales alignment | Salesforce Engage Sales automation | Sales Cloud Marketing analytics | B2B Marketing Analytics Find & Nurture Leads B2B marketing automation | Pardot Predictive marketing | Pardot Einstein Engage Across the Journey Email & Mobile Studio | Email and mobile messaging Journey Builder | Marketing orchestration Personalize with Intelligence Interaction Studio | Real-time interaction management Datorama | Marketing intelligence Google Analytics 360 | Web analytics Advertising & Social Studio | Digital advertising and social Know Your Customer Audience Studio | Data management and sharing Pardot Marketing Cloud Salesforce Customer 360 Marketing
  • 9. Pardot vs Marketing Cloud Which Product is right for you ?
  • 10. Share Data Across The Customer Success Platform 500 A Email Mobile Social Ads Predictive Web Lead Scoring Lead Nurturing ! Web Behavior Prospect Alerts Other Clouds
  • 11. Footnote Which Product is right for you? Drive qualified leads and pipeline to a team of salespeople. For companies where marketing teams have both missions. Drive customer engagement and revenue through 1-to-1 communications at scale with consumers, users, and subscribers. + Use case examples Newsletter, Welcome & Birthday journey, Post Purchase, Product Recommendation, Customer Service, Browse Retargeting, Abandoned cart, Back in Stock, Omnichannel journeys (etc) Use cases examples Newsletter, Education, Event/Webinar organization & follow up, Product/Service Launch, Cold Lead Re-Engagement, Top of Mind
  • 12. Footnote Scoring and Grading Lead Capture Forms Marketing Analytics ROI Reporting Progressive Profiling Web Tracking Engage for Sales (Send mkt approved content, alerts) CRM as main SoR ABM Email Campaigns Landing Pages Dynamic Content Segmentation Transactional Messages Cross-Channel Journeys Predictive Recommendations Mobile (SMS/Push) Paid Social Ads Multiple Data Sources Abandon Cart Use Case Sales Cloud required Sales Cloud not required OUT OF THE BOX
  • 13. Approach to many and unspecified consumers using Web, Mobile and Email Marketing Cloud vs Pardot: Product Concept (approach) Ex. Company X wants to sell a particular car Multichannel Approach to existing contact that might show high interest in a product Scoring
  • 14. What’s all about? helps Sales and Marketing teams: Generate more lead Qualify more leads Close more deals Calculate ROI helps Marketing teams: Orchestrate cross-channel brand experiences Drive direct revenue with real-time messaging Automate any marketing, commerce and transactional operation
  • 15. Through a salesperson/selling cycle On their own, or with minimal interaction with a salesperson How do your customers purchase products and services?
  • 16. Find and nurture leads until they are sales ready Drive direct revenue and create customer experiences to develop brand loyalty What is the primary purpose of the marketing organization?
  • 17. Salesforce CRM and asset engagement data Many different systems (POS, integrations, CRM, etc.) What is the primary data source used for marketing purposes?
  • 18. Marketing Cloud Marketing Leadership: Manage marketing team(s), Determine campaign strategy and coordination, Monitor revenue and spending Campaign Manager: Creative direction across campaigns, teams and channels, define Segmentation, approve and align content between channels, understand and leverage analytics, Content Manager &/or Design Developer: Create content & place into marketing assets, write copy, test sends, deploy content, Programming (landing pages, front-end, templates, emails) Data Manager: Create automations, Segmentation, Manage data (ex: cleaning data) IT Service: MC Admin, Automated testing, Run queries, export data, create reports, Manage interfaces/APIs between Marketing Cloud & other systems, Troubleshoot technical issues Marketing Team & Personas Pardot Marketing Leadership: Determine Content Inbound Mkg & Lead Gen Strategy, Monitor Revenue & Spending Marketing Day to Day User: Content Creator, create automations, Execute Strategy Pardot Admin: Establish/Enforce standard Operating Procedure Cross Functional Team: IT Webmaster, SF Admin (to enable features), Business Analyst in some cases, Sales Leadership to understand Sales Cycle + Qualify MQL passing over to Sales In some cases, Some roles & responsibilities are outsourced to an agency
  • 19. Demo
  • 20. Q&A
  • 22. Useful links Pardot ● Pardot Lightning App Basics ● Pardot Lead Generation ● Pardot Scoring & Grading ● Pardot Process Automation ● Pardot Engagement Studio Marketing Cloud ● Marketing Cloud Basics ● Campaign Optimization for Marketers ● Marketing Intelligence Reports ● Einstein for Marketing Cloud Basics ● Digital Marketing Roadmap development