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Pardot Upgrade Paths
The Path Forward
Natalija Pavic
Pardot Specialist
npavic@salesforce.com | 647 640 2403 | @NatalijaPavic
Together, We’re Building a Path Forward
2009 • 2010 • 2011
2012 • 2013 • 2014
2015 • 2016
September
2016
2011 • 2012 • 2013
2014 • 2015 • 2016
The world’s most
innovative companies
in GDP impact
by 2020*
$389B
$2.04B FY17Q2
revenue
24K employees
“Innovator of
the Decade”
IDC White Paper, sponsored by Salesforce,
"The Salesforce Economy," August 2016
2M jobs created
by 2020
Forward Looking Statement
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.
…. and everything you wanted to know…
Agenda
EngageVision Pardot Professional Wave
…. and everything you wanted to know…
Agenda
Vision
+ =
70% of the buyer’s
journey is complete
before a buyer even
reaches out to
sales.
SiriusDecision
So What Do All the
Upgrades Lead To?
How the Most Successful Customers Use
Salesforce
Results of Bluewolf survey of 1,700+ customers
Source: “2016-2017 Annual Report: The State of Salesforce,” Bluewolf, September 2016.
75% 80% 52% 69%
Investing in Analytics
Integrating Multiple
Salesforce Clouds
Frequently Innovating
with Salesforce
Focused on User
Experience
Trends Among the Top 11% Surveyed
…. and everything you wanted to know…
Agenda
Pardot Professional
Pardot Pro Features
“you live, you learn, and you upgrade”
1. AB Email Testing
2. Multivariate Testing
3. Advanced Email Analytics
4. Advanced Dynamic Content
5. Google AdWords
6. Chat Support
7. Social Profile Lookups
AB Email Testing
AB Email Testing
AB Email Testing
AB Email Testing Will Help You Improve:
Impressions Clicks Conversions
Example: Test Subject Line example
Best to change one thing
only. Subject line, winner
has most opens.
The Winning Title
Multivariate Testing
Definition:
Uncovering which combination
of variations performs the best
out of all the possible
combinations.
Multivariate Testing
Multivariate Tests
Reporting for Multivariate Tests
Advanced Email Anlaytics
Will my email pass spam filters?
Advanced Dynamic Content
Advanced Dynamic Content
Advanced Dynamic Content
• Tailor messaging to customer journey
Will increase conversion rates
• Easily keep content up to date
Update content in emails/landing pages at once
Benefits
Example: Call to Action Customer or Not
Example: Email with CTA customer or not
Dynamic
content
Example: Show Event Based on Location
Example: Add prospects company name
Example: Change CTA based on Score
Example: Based on CRM system
Google AdWords
AdWords:
Keywords you can buy from
Google which will display your
Ad on the the first page of a
google search result when this
keyword is searched.
AdWords: Paid
SEO: Earned
Chat Support
Social Profiles & Lookups
…. and everything you wanted to know…
Agenda
Engage
Reach out at the right moment
Make every conversation count
Leverage your marketing powerhouse
Effortlessly Empower Sales with Salesforce Engage
Extend the power of marketing automation to your sales team
Get real-time alerts when a prospect signals
interest
Track email engagement and proactively
reach out to prospects
Become a trusted advisor earlier in the sales
cycle
Real Time Alerts
Reach Ready-to-Buy Prospects First
Tailor every interaction based on prospects’
engagement history
Own your pipeline with pre-built, marketing-
approved email templates and campaigns
Understand which messages and assets
are most effective
Mass Email Functionality
Make Every Interaction Relevant and Personal
Prioritize your focus on sales-ready leads
Easily add not yet ready to buy leads into
nurture programs
Work the way you want – in Salesforce, in your
inbox, or on-the-go
Email Integration
Focus Time and Effort Where it Matters Most
…. and everything you wanted to know…
Agenda
Wave
Know
View marketing and sales data in one place with visual,
customizable dashboards
Explore
Analyze multiple data sources to intelligently improve
campaign performance and marketing ROI
Act
Share your insights from any device and quickly take
data-driven actions as a team
Supercharge Your Marketing and Sales Performance
Advanced marketing analytics with Wave for B2B Marketing
Get out-of-the-box, customizable dashboards
Have an end-to-end view of all of your key marketing
metrics like pipeline and engagement data
Empower your entire team with relevant data
Create custom, role-based dashboards for your
team members
See how marketing efforts drive sales revenue
Align marketing and sales by breaking down
data siloes
Know Your Key Marketing Metrics at a Glance
Drill in and save custom views of your data
Create granular views of your data and side by side
comparisons with lenses
Understand how prospects are engaging
Connect engagement with specific assets or programs
to actual sales results
Measure campaign effectiveness
View how your campaigns are performing and see
how marketing contributes to the bottom line
Explore and Analyze Your Data with Ease
Connect to third-party data sources
Have a complete view of all of your data and streamline
reporting on one platform
Share key insights quickly
Take action as a team by sharing dashboards or lenses
across the business
Access insights from anywhere
See and share insights on the go with the mobile
Wave app
Act on Insights Instantly
Summary of Findings
Pardot Upgrades Will Enable You To:
1. Improve Personalized Messaging
2. Connect at the Moment of
Interest
3. Understand Impact of Decisions
to Evolve Strategy
Pardot Upgrade Paths
Pardot Upgrade Paths

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Pardot Upgrade Paths

  • 1. Pardot Upgrade Paths The Path Forward Natalija Pavic Pardot Specialist npavic@salesforce.com | 647 640 2403 | @NatalijaPavic
  • 2.
  • 3. Together, We’re Building a Path Forward 2009 • 2010 • 2011 2012 • 2013 • 2014 2015 • 2016 September 2016 2011 • 2012 • 2013 2014 • 2015 • 2016 The world’s most innovative companies in GDP impact by 2020* $389B $2.04B FY17Q2 revenue 24K employees “Innovator of the Decade” IDC White Paper, sponsored by Salesforce, "The Salesforce Economy," August 2016 2M jobs created by 2020
  • 4. Forward Looking Statement 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.
  • 5. …. and everything you wanted to know… Agenda EngageVision Pardot Professional Wave
  • 6. …. and everything you wanted to know… Agenda Vision
  • 7.
  • 8.
  • 9.
  • 10.
  • 11. + =
  • 12. 70% of the buyer’s journey is complete before a buyer even reaches out to sales. SiriusDecision
  • 13.
  • 14.
  • 15.
  • 16. So What Do All the Upgrades Lead To?
  • 17.
  • 18. How the Most Successful Customers Use Salesforce Results of Bluewolf survey of 1,700+ customers Source: “2016-2017 Annual Report: The State of Salesforce,” Bluewolf, September 2016. 75% 80% 52% 69% Investing in Analytics Integrating Multiple Salesforce Clouds Frequently Innovating with Salesforce Focused on User Experience Trends Among the Top 11% Surveyed
  • 19. …. and everything you wanted to know… Agenda Pardot Professional
  • 20. Pardot Pro Features “you live, you learn, and you upgrade” 1. AB Email Testing 2. Multivariate Testing 3. Advanced Email Analytics 4. Advanced Dynamic Content 5. Google AdWords 6. Chat Support 7. Social Profile Lookups
  • 23.
  • 25. AB Email Testing Will Help You Improve: Impressions Clicks Conversions
  • 26. Example: Test Subject Line example Best to change one thing only. Subject line, winner has most opens.
  • 29. Definition: Uncovering which combination of variations performs the best out of all the possible combinations.
  • 31.
  • 32.
  • 36.
  • 37.
  • 38.
  • 39. Will my email pass spam filters?
  • 43. • Tailor messaging to customer journey Will increase conversion rates • Easily keep content up to date Update content in emails/landing pages at once Benefits
  • 44. Example: Call to Action Customer or Not
  • 45. Example: Email with CTA customer or not Dynamic content
  • 46. Example: Show Event Based on Location
  • 47. Example: Add prospects company name
  • 48. Example: Change CTA based on Score
  • 49. Example: Based on CRM system
  • 51. AdWords: Keywords you can buy from Google which will display your Ad on the the first page of a google search result when this keyword is searched.
  • 53.
  • 54.
  • 55.
  • 57.
  • 58. Social Profiles & Lookups
  • 59.
  • 60. …. and everything you wanted to know… Agenda Engage
  • 61. Reach out at the right moment Make every conversation count Leverage your marketing powerhouse Effortlessly Empower Sales with Salesforce Engage Extend the power of marketing automation to your sales team
  • 62. Get real-time alerts when a prospect signals interest Track email engagement and proactively reach out to prospects Become a trusted advisor earlier in the sales cycle Real Time Alerts Reach Ready-to-Buy Prospects First
  • 63. Tailor every interaction based on prospects’ engagement history Own your pipeline with pre-built, marketing- approved email templates and campaigns Understand which messages and assets are most effective Mass Email Functionality Make Every Interaction Relevant and Personal
  • 64. Prioritize your focus on sales-ready leads Easily add not yet ready to buy leads into nurture programs Work the way you want – in Salesforce, in your inbox, or on-the-go Email Integration Focus Time and Effort Where it Matters Most
  • 65.
  • 66. …. and everything you wanted to know… Agenda Wave
  • 67. Know View marketing and sales data in one place with visual, customizable dashboards Explore Analyze multiple data sources to intelligently improve campaign performance and marketing ROI Act Share your insights from any device and quickly take data-driven actions as a team Supercharge Your Marketing and Sales Performance Advanced marketing analytics with Wave for B2B Marketing
  • 68. Get out-of-the-box, customizable dashboards Have an end-to-end view of all of your key marketing metrics like pipeline and engagement data Empower your entire team with relevant data Create custom, role-based dashboards for your team members See how marketing efforts drive sales revenue Align marketing and sales by breaking down data siloes Know Your Key Marketing Metrics at a Glance
  • 69. Drill in and save custom views of your data Create granular views of your data and side by side comparisons with lenses Understand how prospects are engaging Connect engagement with specific assets or programs to actual sales results Measure campaign effectiveness View how your campaigns are performing and see how marketing contributes to the bottom line Explore and Analyze Your Data with Ease
  • 70. Connect to third-party data sources Have a complete view of all of your data and streamline reporting on one platform Share key insights quickly Take action as a team by sharing dashboards or lenses across the business Access insights from anywhere See and share insights on the go with the mobile Wave app Act on Insights Instantly
  • 71. Summary of Findings Pardot Upgrades Will Enable You To: 1. Improve Personalized Messaging 2. Connect at the Moment of Interest 3. Understand Impact of Decisions to Evolve Strategy