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 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.
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 intents
of 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 Purchase
Buying Cycle
Sales 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
By 2018, 58% of the US
population will access
the Internet via a
connected TV.
Source: eMarketer, June 2014
of US mobile
phone users are
smartphone
owners.
Source: comScore MobileLens, October 2014
want self-
service access to
digital content in
store.Source: Cisco Internet Business Solutions Group study:
"Catch and Keep Digital Shoppers“ January 2013
of
consumersrely
onsocial
networksto
guidetheir
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
Customers
want a
across
channels!
1
The Customer Life Cycle
Business Getting Business 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 Experiences
Awareness Evaluation Purchase Usage RePurchase Advocacy
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 relationship with 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
History
Data 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 Smith Email: msmith@gmail.com
Age 32 Twitter: @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 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
relevant content,
Conversion Rates
increase 6 – 9%!
Personalized Content Drives Higher Conversion
Source: 2014 Salesforce Marketing Cloud
Benchmark Report
Journey
Management
3
Customer
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 buying the product to actually using it
 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/CPG
Travel
& Hospitality
Communication
s & Media
Internet
& eCommerce Technology
Financial Services
& Insurance
More than 10,000 Brands Worldwide use
the Salesforce Marketing Cloud
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
eNewsletter is used to
nurture leads and deliver
industry-specific news,
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 complete visibility 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 Playstation 4 (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 Paradigm
Understand 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 Paradigm
Understand 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 Paradigm
Understand 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 Paradigm
Understand the needs and
expectations of individual customers
and use that insight to personalize and
optimize every interaction across
online and offline channels.
Joel Book
Principal, Marketing Insights
Salesforce Marketing Cloud
jbook@ExactTarget.com
@JoelBook
Thanks!
www.linkedin.com/in/joelbook/

Salesforce Marketing Cloud: Creating 1:1 Journeys

  • 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 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.
  • 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 intents of 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.
  • 7.
    First Visit Hand-RaisePurchase Buying Cycle Sales 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 –“Zero Moment 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 shoppers use theInternet to research and purchase products and services Source: Cisco Internet Business Solutions Group "Catch and Keep Digital Shoppers" 2013
  • 10.
    By 2018, 58%of the US population will access the Internet via a connected TV. Source: eMarketer, June 2014
  • 11.
    of US mobile phoneusers are smartphone owners. Source: comScore MobileLens, October 2014 want self- service access to digital content in store.Source: Cisco Internet Business Solutions Group study: "Catch and Keep Digital Shoppers“ January 2013
  • 12.
  • 13.
    of consumers trust the opinionsand reviews posted online by other consumers. Source: Nielsen: “Global Trust in Advertising and Brand Messages” – September 2013
  • 14.
  • 15.
    prefer email for promotional communications. preferemail for service communications. Source: Salesforce Marketing Cloud
  • 17.
  • 18.
    The Customer LifeCycle Business Getting Business 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 Experiences Awareness Evaluation Purchase Usage RePurchase Advocacy
  • 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 consumers wouldconsider ending their relationship with a brand if they are not given tailor-made, relevant content & offers. Source: CMO Council The Bad News
  • 22.
    + Channels Applications Email EmailMarketing 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 History Data is The Money Ball of 1:1 Marketing Explicit Data (Reported) + Implicit Data (Observed) 2
  • 23.
    “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
  • 24.
    Brands Must Havea Multi-Channel Strategy for Observing, Acquiring and Storing Customer Behavioral Data Melissa Smith Email: msmith@gmail.com Age 32 Twitter: @MelissaSmith01 Chicago, IL Facebook Friend & Email Subscriber
  • 25.
    Twitter Interaction Triggered by Published Content EmailSignup 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 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
  • 26.
    When customer datais used to predict and deliver relevant content, Conversion Rates increase 6 – 9%! Personalized Content Drives Higher Conversion Source: 2014 Salesforce Marketing Cloud Benchmark Report
  • 27.
  • 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 buying the product to actually using it
  • 30.
     Increases revenueby 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
  • 32.
    Retail/CPG Travel & Hospitality Communication s &Media Internet & eCommerce Technology Financial Services & Insurance More than 10,000 Brands Worldwide use the Salesforce Marketing Cloud
  • 33.
    A Digital MarketingSuccess Story
  • 35.
     Trunk Clubruns 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
  • 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 eNewsletter isused to nurture leads and deliver industry-specific news, promotions and product information November 2014 Issue - Road Construction Edition
  • 44.
    Volvo’s Remarketing Services Emailgenerates 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.
  • 51.
    Sony Delivers aPersonalized Experience for PS4 Game Players  Launched PS4 & player community to enable Sony and PS4 players to stay connected  Sony has complete visibility 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 Playstation 4 (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.
  • 56.
    The 1to1 MarketingParadigm Understand 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 MarketingParadigm Understand the needs and expectations of individual customers and use that insight to personalize and optimize every interaction across online and offline channels.
  • 58.
    The 1to1 MarketingParadigm Understand the needs and expectations of individual customers and use that insight to personalize and optimize every interaction across online and offline channels.
  • 59.
    The 1to1 MarketingParadigm Understand the needs and expectations of individual customers and use that insight to personalize and optimize every interaction across online and offline channels.
  • 60.
    Joel Book Principal, MarketingInsights Salesforce Marketing Cloud jbook@ExactTarget.com @JoelBook Thanks! www.linkedin.com/in/joelbook/