Join us for another #ImpactSalesforceSaturday​​​​​, a series of online Salesforce Saturday sessions. We invite all – Developers – Administrators – Group Leaders – Consultants with advanced, intermediate or beginner level knowledge on Salesforce(Sales Cloud, Service Cloud, Pardot, Marketing Cloud, IoT, CPQ, Einstein, etc.). Topic: KYC Marketing Automation Part 1 Date and Time: Saturday, February 20, 2021, 11:00 PM to 12:00 PM IST Speaker: Somya Srivastava Somya is a Salesforce Marketing Automation Specialist at Manras Technologies. she is also the Gurgaon Pardot User Group Leader. She has been part of Salesforce Marketing Champion'20 program. Agenda: 1. Know about KYC – Marketing Automation Part -1 2. Q & A 3. Kahoot Quiz 4. Winner Announcement For more updates and upcoming sessions please follow us on our social media handles: Website: https://newdelhisfdcdug.com/​​​​ Trailblazer Community: ​https://trailblazercommunitygroups.com/salesforce-developer-group-new-delhi-india/​ Twitter: ​​​​https://twitter.com/newdelhisfdcdug LinkedIn: https://www.linkedin.com/in/new-delhi-sfdc-dug-01a47118a/ YouTube Channel: https://www.youtube.com/channel/UCjNqjjF80E3arIxLXucMdag #pardot​ #MarketingAutomation​ #Salesforce

1. New Delhi SF Developer group
SF Marketer Group-Pardot, Gurgaon

3. KYC: Marketing Automation Part-1 KYC: Marketing Automation Part-2
Learn about What and
Why of Salesforce
Marketing automation
Roadmap to Marketer's
success and challenges
to overcome

4. Agenda
o Marketing evolution
o Evolve as a Marketer
o What is Marketing Automation?
o Marketing Automation Process
o CRM vs Marketing Automation
o Digital Marketing Activities managed by
MA software
o What information does MA track?
o MA for a Marketing user
o MA for a Sales user
o Salesforce Pardot
o Salesforce Marketing Cloud
o When do organizations need MA
o Benefits of using MA
o Q&A
o Get, set, Kahoot!

5. Marketing evolution
Word of mouth Mass media marketing Digital marketing Intelligent marketing

6. Evolve as a Marketer
Deliver better customer experience
Build personalized engagements
Close more deals faster
Data driven decisions

7. What is Marketing Automation?
• Identify potential customers
• Automate the lead nurturing process
• Make the leads to be sales-ready
• Improves the efficiency of the sales funnel
• Deliver better customer experiences

8. Marketing Automation Process
Move to
Sales
process
Lead Generation Lead segmentation & nurturing
Lead scoring & qualification
Anonymous
Visitor
Visitor activity
tracking
Converted to
Prospect in database
Lead segmentation
Lead Scoring
Landing page content
Email marketing
Social media marketing

9. CRM vs Marketing Automation
• Sales-focused
• Improves sales productivity
• Convert sales qualified leads (SQLs) into customers
• Understand leads preferences
• Marketing-focused
• Prioritise valuable leads
• Generates marketing qualified leads (MQLs)
• Track visitor/prospect activities
Marketing Automation
CRM

10. Digital Marketing Activities managed by MA software
B2C journeys Email marketing Social media marketing
Mobile messaging Digital advertising B2B marketing automation

11. What information does MA track?
• Volume of downloads
• Time spent on a page
• How do visitors reach your website
• Which pages visitors often visit
• At what time site is most visited

12. MA for a Marketing user
• Helps with lead generation
• Manage your leads strategically
• Deliver dynamic and personalized content to engage leads
• Design and manage your marketing campaigns
• Align the Sales& Marketing teams for seamless experience
• Report on ROI

13. MA for a Sales user
• Identify and prioritize the hottest leads
• Understand leads’ requirement
• Focus more on quality leads
• Close more deals faster
• Increase overall sales productivity

14. Salesforce Pardot
 Built on the World’s #1 Salesforce CRM
 Increase lead generation
 Create meaningful email campaigns
 Nurture leads across every stage of the customer journey
 Score leads based on their engagement
 Segment leads based on collected information
 Make data-driven decisions
 Move MQLs to sales funnel
 Analyze campaign ROI

15. Salesforce Marketing Cloud
 Deliver the right message to the potential audience at right time across
channels
 Journey Builder: Build 1-to-1 customer journeys across all channels
 Email Studio: Design personalised email campaigns
 Mobile studio: Personalize mobile interactions including SMS, push
notifications, and chat messaging
 Ad studio: Target and re-engage customers with 1-to-1 advertising using
your CRM data to acquire
 Social Studio: Create, monitor and schedule social content tailored to
specific social networks
 Web Studio: Create landing page and Smart Capture Block Form
customized to requirements
 Achieve intelligent marketing with Salesforce Einstein AI

16. When do organizations need MA
• Need to automate manual efforts
• Align marketing and sales activities
• Maintaining CRM data to store and manage leads and contacts information
• Business gains value based on content marketing
• Already using email marketing
• Looking to deliver seamless customer experience

17. Benefits of using MA
Customer

19. Get, set