salesforce in pill(olé) marketing cloud
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Salesforce in Pill(olè)Marketing CloudMilano 16-01-18
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Forward-Looking StatementStatement under the Private Securities Litigation Reform Act of 1995
Welcome
Andrea Buffoni, Senior Account Executive
Paolo Zagaria, Senior Account Executive
Arianna Galante, Project Director, Success Cloud
Matteo Bordoni, Senior Solution Engineer
Agenda
Salesforce Partnership
Updates
Customer Journeys
Hotels.comDemo
Work hardPlay hard
Salesforce Highlights
Salesforce Core Values
TrustCommunicate openly and deliver the highest level of service
InnovationConsistently deliver new technology that empowers Trailblazers to innovate
GrowthFocus on customer success to drive mutual growth
EqualityRespect and value a diversity of people
Fourth Industrial RevolutionIntelligence is transforming the customer experience
1700s 1800s 1900s Today
1st Industrial Revolution
Steam
2nd Industrial Revolution
Electricity
3rd Industrial Revolution
Computing
4th Industrial Revolution
Intelligence
Trailblazers are Leading a Marketing Revolution
IntelligentMarketing
Word of Mouth Marketing
DigitalMarketingMass
Marketing
By 2020
10 devices per person
7B digital assistants
Technology is Redefining Consumer Expectations
The Customer Experience Gap
Your
CompanyYour
Customer
Source: "State of the Connected Customer," Salesforce Research, October 2016
of consumers will switch brands if a company doesn’t personalize communications to them52%
Siloed Data
Siloed Channels
Siloed Departments
M̀arketing Technologies are Highly Fragmented
By Scott Brinker @chiefmartec
2011
~5,000 Logos
2017
~150 Logos
How do you meet the expectations of the empowered consumer?
Customer Success Platformfor the Fourth Industrial Revolution
#1B2C & B2B Platform
MARKETINGDeliver personalized consumer
engagement at scale
SERVICEDrive service transformations
SALESTransform sales from lead to cash to loyalty
COMMERCEIntelligent, unified shopper
experiences across any channel
INDUSTRIESWorld’s #1 CRM reimagined for your industry
COMMUNITIESCustomer, partner, and employee experiences
COLLABORATIONQuip team collaboration platform
World’s #1 Marketing PlatformDeliver personalized consumer engagement at scale
Journey Builder
Data Studio
Verity CrushDirector Global CRM, Hotels.com
DMP
Email Studio
Mobile Studio
Advertising Studio
Social Studio
Interaction Studio
v
The Trailblazer Path to Intelligent Marketing
Personalize everywhere with
artificial intelligence
Engageacross the entire
consumer journey
Knoweverything about your consumer
Know Your Consumer
ContactsFlexible meta-data model for storing all your marketing data
Commerce, Sales and Service DataSynchronization of marketing data with the rest of Salesforce
DMP, 2nd and 3rd Party DataComplete solution for capturing and activating online data
Collect and analyze all data to really know your consumer
12B Salesforce recordssyncing every day
of consumer data43PB
Cross-TouchpointsIntegrate email, mobile, social and advertising
Cross-ChannelsConnect Marketing, Sales, Service and Commerce
From Awareness to AdvocacyOptimize the experience across the consumer lifecycle
Engage Across the Entire JourneyConnect every touchpoint throughout the consumer lifecycle
Personalize Everywhere with EinsteinLeverage Einstein AI to drive smarter, more targeted and timely interactions
Discover New Audiences
Predict Behavior
Make Targeted Recommendations
Optimize the Funnel
Einstein Recommendations
Deliver the next best product, content or offer for each individual, automatically
Einstein Engagement Scoring
Build actionable lists of customers based on likelihood to engage
Einstein Segmentation
Discover behavioral patterns and personas to reach new segments
Einstein Journey Insights
Track the customer journey and discover the optimal path to conversion
Einstein Social Insights
Discover images and scenes, capture sentimentand perform workflow on social content
Customer Journeys
Customers expect relevance• recognition• simplicity• choice• experience
“Increasingly powerful customers enjoy the freedom to take whatever journey suits their need.” ~ Forrester Research
Journeys Put Customers in Control
Product
Mktg.
App
Online
Events
Sales
Retail
Care
Source: Salesforce, 2016 State of Marketing Report
Journeys Drive Positive ResultsHigh-performing marketers strongly agree or agree that a customer journey strategy has positively impacted:
65%
67%
70%
70%
73%
Customer churn rates
Customer satisfaction scores
Revenue growth
Customers' willingness to recommend products/services
Customer engagement
How do you shiftfrom messagesto journeys andconversations?
Journey Builder: the Platform for 1 to 1 JourneysListen Connect Automate Analyze
Listen for Customer Cues
Customer Data
Harness all of your customer data, from any data source, at the individual level to anticipate wants, needs, expectations and preferences.
Real-Time Events
Lead customers into journeys that best fit their behaviors and needs at a moment that matters.
Adaptable Journeys
Continually adjust customers’ paths based on their current and predicted behavior so that the journey adapts to their needs.
Connect the Entire Experience to Make it Seamless
Journey Maps
Plan and visualize your customer journeys.
Cross-Channel Messaging
Utilize Email, SMS, Push Notifications, Ads, Web, Apps, Cases, Opportunities to reach customers
All Areas of the Business
Create marketing, sales and service journeys to deliver seamless experiences.
Customer Retention: A Cross-Channel Journey in Action
Journey Goal: Decrease attrition by 15% this fiscal year.
Offer Reminder
DECISION SPLITResults good or
bad?
Delivery Date and Time >
Promised Date and Time
We’re sorry(No Offer)
EXIT
Immediate +1 Day
Late Delivery Survey:
Impact to Business
DECISION SPLIT
Delivery Delay < 8 hours
Delivery Delay > 8 hours
We’re sorry: Let us make it up to you.
(With Offer)
Immediate +1 Day
Late Delivery Survey:
Impact to Business
JOIN
+14 Days
Offer Reminder
Open Service Cloud Case
Automate to Move at the Speed of Your Customer
Journey Logic
Set and maintain engagement, decision, random splits and tests.
React and Anticipate
Adapt customer interactions based on behavior, automatically.
Scale
Deliver simple and complex, 1-to-1 journeys for every individual, no matter the size of your customer base.
Add the Predictive Power of Einstein to your Journeys
Discover - What your customers are likely to do next and why
Predict - The optimal audience, content and send-time for any message
Recommend - Products, content and offers that are unique to every customer
Automate - Decisions to offer personalized customer experiences across channels at massive scale Coming up:
Interaction StudioGoogle 360
Analyze to Deliver the Best Experience Possible
Goals
Set desired engagement outcomes for every interaction.
Measure
Continually evaluate engagement across channels and the entire customer experience.
Identify Gaps & Improvements
Pivot logic, activities and messages to meet customer needs and expectations.
For a Given Journey, the data shows:
- Date of Creation- What Version is currently
Active- Total Entries for that
Journey- Goal - if one is Set- Has Met Goal or not?
Via the Mobile App:
Easily see how all the Journeys are performing
Quick Summary on Stats for Each Journey
Navigate across the different States of Journeys
Check Journey Progress Anytime Anywhere
1
3
2
How Salesforce CustomersDrive Value through Journeys
Journeys in Action
OnboardingDeliver the Right Information from Day One
Loyalty & Engagement Retain your Most Active Customers
Re-Engagement Revitalize your Customer Relationships
Across the BusinessConnect Sales, Service and Marketing
Common Marketing Journeys
Journey templatesJan. 26 release
Any Journey is Possible
Service Journeys
HR or Employee Journeys
Sales Associate Journeys
Partner Journeys
Patient Journeys
Student Journeys
Experiences across the organization
Pizza Hut Drives That Important Second Purchase Goal was deliver revenue-generating 1:1 marketing after the first purchase
Transitioned from a “transactional” post-purchase campaign to a Welcome Journey
Program immediately delivered more than $3 million in revenue. With an additional $2 million 45 days after launch
“Salesforce Marketing Cloud enhances our ability to truly know our members and bring that journey to life.” Keith Dieruf, VP of Digital Marketing, Life Time
Life Time Fitness Realizes 154% ROI with Marketing Cloud
Operates over 118 facilities nationwide, sending more than 7 million emails per month
Increased open rates by 80% with personalized experiences for every member using Journey
Builder Leverages profile data to seamlessly communicate to members via email, SMS, and
Push
MLS increases fan engagement and Sales with Marketing CloudPersonalized content in emails resulted in a 234% increase in sales, 41% increase in open rates, and 169% increase in clicks
Segments fans by engagement, creating three buckets: inactive, active and avid
Uses mobile to capture email signups in-venue
Journey Builder automates welcome campaigns and sweepstakes signups
“With Marketing Cloud, we can now tailor messages down to each specific fan’s interest.”Charlie Sung Shin, Sr. Director of Fan Relationship Management, MLS
Sales Cloud
Service Cloud
Marketing Cloud
Community Cloud
Platform
Commerce Cloud
Adidas Runs Personalized Experiences from Awareness to Advocacy
Consolidate various solutions into a single service platformExpand service to consumer friendly channels of engagementInability of current solutions to provide self service and engagement capabilitiesDifficult to capture customer feedback and issues across every channel
Unified Commerce platform that provides personalized customer experience Enhanced customer experience during purchase and post purchase including multi-channel and self service supportCapture & effectively respond to voice of customer through social listening and engagement
Challenge Solution
1000Service advisors support 5 countries across the globe
Salesforce Partnership Updates
Interaction Studio
Experience PathsVisualize interactions in real-time
Complex DecisioningApply business rules to streams of incoming data
Intelligent OptimizationAutomatically determine next best interaction
Omnichannel OrchestrationTrigger actions via native integration to Salesforce
Connected consumer engagement across marketing, service, sales and more
Unifying the Consumer Experience with Interaction Studio and Journey Builder
Best Possible Outbound Journeys
Inbound Real-Time Interactions
Interaction Studio Product IntegrationIntegration Overview
● Interaction Studio can add consumers to a journeybased on their expressed interests through customer initiated interactions
● Real-time offer eligibility ‘last mile‘ final checks using complex decisioning in Interaction Studio
● Omnichannel saturation checks can be managed in Interaction Studio and accessed via Journey Builder
Interaction Studio Use Cases
Offer Eligibility and Saturation ChecksUse Interaction Studio for final checks of offers across all channels for ‘last mile’ offer rotation, ranking, blocking, and saturation checking across all channels in real-time.
PersonalizeEvery interaction, by capturing customer intent across all channels and devices, delivering the right next best action or offer with each new moment you have with a customer.
VisualizeThe ‘customer managed journeys’ across Lifecycle stages, the actual journeys your customers take across touchpoints, channels, and devices, to identify choke-points and bottlenecks. Use Journey Builder to optimize critical lifecycle stages for maximum conversion.
Journey OrchestrationOptimize what journeys a customer should be in by controlling for optimal frequency, relevancy, and consistency of messages and interactions.
Google Analytics Integration
Gain Understanding of Consumer BehaviorAnalyze across channels and understand trends
Deliver Relevant Experiences at ScaleUse Google Analytics audiences in Marketing Cloud
Leverage Turnkey IntegrationEnable data to flow between the two products
Connect interactions across the consumer experience
Audience Activation
Analytics 360 audiences available for messaging in
Marketing Cloud
Marketing Cloud data available in Analytics 360
for audience creation
Journey Performance Metrics
Analytics 360 Campaign data visible in the Marketing Cloud
UI
Sales funnel visualization
Sales Cloud data available in Analytics 360 for
attribution and smarter ad targeting
Salesforce + Google Analytics
Journey Performance Metrics
Turnkey integration allows tracking of email performance metrics and online interactions, aggregated at the journey level
Marketers have one dashboard for holistic view of customer engagement
Understand the customer journey across channels
Audience Activation
First time that audience segments created using all the rich data in Google Analytics can be used to take action outside of Google
Take customers on a 1-to-1, cross-channel journey based on their online behavior
Send targeted cross-channel messages to Google Analytics Audiences
Sales Funnel Visualization
Connect offline conversion data to website activity with seamless integration between Salesforce Sales Cloud and Google
Understand the relationship between digital marketing and direct sales
Send targeted ads based on Sales Cloud data
View and act on Salesforce data seamlessly in Google Analytics
Consumers Expect Seamless Engagement
Researches Online
Receives Email from Corporate
Phone Call from Advisor
Advisor Sends Relevant Follow Up
Grows Investment
Invest In Your Future Today
Fills Out a Form
Distributed Brands are Delivering Disjointed Engagement
Corporate Marketing
On-brand
Sophisticated
Impersonal
Personal
Disconnected
Off-brand
Drew Reed
Advisors, Owners, and Partners
Distributed Marketing from Salesforce
Enable Compliance with Corporate Brand StandardsCreate, then share branded journeys with email, mobile & ads
Empower Anyone to be a Digital MarketerNative tools in Sales Cloud, Service Cloud, & Community Cloud
Understand Journey Engagement with Deep AnalyticsAnalyze individual engagement or aggregate journey data
Connect corporate marketing with Financial Advisors, Insurance Agents, Auto Dealerships, & more...
Distributed Marketing in Sales Cloud
General Availability February ‘18
Hotels.comDemo
Disjointed marketing vendors across AMER, EMEA, APAC regions; decentralized data
Volume of comms; needed to manage millions of transactions across channels
Personalize journeys to create 1:1 experiences
Hotels.com Streamlines Marketing Infrastructure with Salesforce
“Being able to stitch together that customer identity and determine one single view of the user is massively powerful. We are doing that with Salesforce to reach our audience more effectively.” Steven Quach, Sr. Director, Online Marketing
Consolidating vendors, bringing operations in-house, and building dynamic templates across numerous geographies
Sending both email and mobile push at scale through a single platform with personalization
Leveraging DMP for audience suppression; redirecting advertising investments into audiences more likely to spend
Challenge Solution
Marketing Cloud
100+Countries reached
20M+Sends per day across email & mobile