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Marketing in the Era of the Connected Consumer
Using a Digital Technology Platform
toAttract, Engage and Serve
Customers Seamlessly
Rupen Shah
ISV Alliances & Strategy, Salesforce Marketing Cloud
rupen.shah@salesforce.com
@rupen_shah1
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 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.
“What is the biggest
problem marketers
face?”
In 2015 we asked 5000 B2B and B2C marketers a big
question:
Q
Awareness Evaluation Purchase Usage RePurchase Advocacy
90% of the Customer Buying Journey
Now Crosses 5 Channels
Source: Google (2015)
of
consumers know
what product
they plan to buy
before ever
entering a store.
Bazaarvoice: "Social Trends Report” (2013)
of the B2B purchase decision-
making process is complete . . .
Source: The Digital Evolution in B2B Marketing - CEB and Google (2013)
before the buyer contacts a supplier.
1
Consumers have
become Expert
Researchers
of US
consumers
research
online before
buying.
Source: UPS, comScore, & The e-tailing Group
“Pulse of the Online Shopper" 2014
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}
Brand websites are the second-most-
trusted advertising format, behind
recommendations from friends and
family.
Source: Nielsen – “Global Trust in Advertising” (2015)
2
Today’s Consumer is
Mobile First and
Connected 24/7
Smartphones are the leading mobile
device used for product research.
The Smartphone is the Most “Personal” Device
For Consumers, it is the First Screen.
Source: Swrve Company, 2015
of
smartphone users
say they use
search to find
local businesses.
Source: Google Consumer Barometer Survey 2014/2015
of people
who use a mobile
device for
research go on to
make a purchase.
Source: Google/Nielsen, "Mobile Path to Purchase" study,
November 2013, United States
Source: Ipsos Observer
of US
mobile device users
prefer Mobile Push
notifications for:
 Appointment Reminders
 Account Transactions
 Special Offers
 Upcoming Sales
 Order Updates
66% of smartphone users turn to their smartphones
to learn more about something they saw in a TV commercial.
Source: Google (2015)
3
Social Media is
Changing how
Consumers Learn
Social Media is Influencing Purchase Decisions
of
consumersuse
socialmedia
networksfor
product
recommendations.
Source: Mintel, American Lifestyles (2015)
Social Media is Amplifying Voice of Customer
Social Media is Transforming Customer Service
50% of Consumers Prefer Social Media
to the Telephone for Customer Service
Source: Amdocs (2014)
Tactic: Social Listening (Using Social Studio from Salesforce Marketing Cloud)
The “Effortless” Customer Service Experience
Source: CEB Analysis 2013 – The Corporate Executive Board
4
Consumers View
Email as a Hard-
Wired Connection
Email is #1
of US
internet users
are email
subscribers.
Source: eMarketer, February 2015
of US
adults have
made purchases
after receiving
an offer via
email.
Source: MarketingSherpa, January 2015
1
Engage When the
Consumer Shows
Interest or Intent
Customers Expect Relevant 1:1 Experiences at
Every Point of Engagement and Interaction
Connected
Customers
Connected
Brands
Web Store CommunityEmailSocialMobileProduct
Connected
Experiences Stadium
Volvo CE Multi-Channel Marketing Strategy
Monthly Email
Newsletter
Bi-Monthly
Remarketing
Email
Volvoce.com
Volvo Construction Dealers
Trade Shows
Twitter Facebook YouTube
SEO+Social Drive Site Traffic
SEO
Social
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 Construction Equipment’s digital
marketing solution helps dealers to sell
$100 million dollars worth of new and
used equipment each year.
2
Use Data to Deliver
Content that is
Relevant and Helpful
Personalized Content Drives Higher Conversion
Email
Mobile
Online
Personalization can deliver
5-8 times the ROI on
marketing spend, and can
increase sales by 10% or
more.
Source: McKinsey & Company (2015)
Data is the
“Digital Fuel”
for Delivering a
Relevant 1:1
Customer
Experience
Customer Insight is comprised of
Explicit (Reported) Data + Implicit (Observed) Data
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
Point of Sale
Demographic
 Email Address
 Physical Address
 Gender
 Age
 Product Needs & Interests
Customer Insight
Psychographic
Behavioral
 Buyer Persona
 Brand Affinity Persona
 Social Media Persona
 Media/Messaging Opt-in
 Purchase Transactions
 Service Claims / Cases
 Event Attendance
 Campaign Response
 NPV; CLTV
Room & Board Delivers a Personalized Shopping
Experience -- Online and Offline
 Delivers personalized product
recommendations via Email and the
Room and Board website
 Direct conversion from customers who
engage with predictive content is 150%
higher than the site average
Kimberly Ruthenbeck
Director of Web Customer Experience
“Our goal is to present the customer
with content that is relevant, not
invasive.”
3
Automate Customer
Journeys to Deliver a
Great Experience
Awareness Evaluation Purchase Usage RePurchase Advocacy
Personalizing Customer Journeys
Optimizes the Customer Experience
Optimizing Customer Journeys
Improves Revenue, Referral & Retention
Customer
satisfaction
Revenue
growth
Willingness to
recommend
Less likely to
cancel/churn
*Transforming Customer Experience: From Moments to Journeys, 2013
Customer Experience
will soon overtake
Price and Product as
the Key Brand
Differentiator.
The Experience Economy
New Customer
Onboarding
Customer Service
& Support
Product
Purchase
Product
Research & Evaluation
Remarketing
& Cross-Selling
Customer Journeys Span
All Stages of the
Customer Life Cycle
Repurchase
& Renewal
1:1 Clienteling Automated Clienteling
MARKETING
• Campaign & Audience Management
• Consumer Journeys
• Display Advertisement
• Social Studio (Listen/Engage/Publish)
• Analytics (Web and In App Mobile)
• PredictiveIntelligence & Personalisation
• Production & Content Management
CONSUMER
APPLICATION (Web and Mobile App)
• eCommerce Integration
• POS & IOT Integration
• Consumer Engagement Apps
• Pixel Perfect Design
Master Data
• Consumer Master Data
• Vendor Master Data
• Product and Location
Sales
• Consumer Orders
Consumer Service
• Live & Video Chat
• SOS Button
B2B & Employee Application(Web & Mobile)
• Purchase Orders
• Store Orders
Community
• Vendor Community
• Employee Community
• Consumer Community
Loyalty Execution Instore IS
InStore
Store Services Consumer Services
Product Ratings
Next Best Offer
Live Video Chat
Community
EmployeeServices,Store
Operations
SustainabilityClick & Collect
Mobile Payments
Pick-UpOrders
Return Services
Kiosk
Product Rentals Catalogue
Newsletter
Social Consumer Services
Product Information Social ServicesPOS Coupons
TailoredPromotions,
ProductPlacements
Benefits,Compensation,
Education
Product Recommendations
Consumer Care
Telephony Social
Surveys Chat
Social Media Integration
SEO/SEM
Social Commerce
Content ManagementActive Audiences
Predictive Selling
Social Push
Social Advertisement
Lookalikes
Digital Channel Services
AdWord Management
Search
Merchandising
Online Shop Services
Assortment Planning
Promotion Planning
Forecasting
Surveys/Audit
Prediction Planning
In Store Operations
Workforce Management
Employee Onboarding
Store Inventory Management
Scheduling
Store Analytics
Store Digitalization
Collaboration
Employee Apps
IoT Services
Automated Services
Automated Replenishments
Recognition
Gamifictation
HR & Employee Services
Recruiting Onboarding Employee Helpdesk
Training Performance Management
Employee Motivation
Media Management
B2B Services
Vendor Onboarding
B2B2C eCommerce
Trade Promotions
Contract Management
Process Payments and Orders
Integration WebServices/
REST API
ANALYTICS
• SmartDataServices
•DataSciences
BatchAPI
Integration WebServices/REST API
REST API
Order Management Services
OMS
Stock/Virtual Stock
PIM
Subscription Management
Product Catalogue
Mobile Coupons
Payment Options Wish list/Friends List
Return Management
One Click Shopping Geo Location
Email
Mobile Push
SMS / MMS
Web Analytics
Diagnostics
Geo location/Beacon
One Touch Orders
Robot Clientelling
Cross-Sell Engine
Create and manage orders
ConsumerServiceEngagement
Partner Ecosystem/Integrated
Operations
Promotions,TailoredCoupons,
Consumer,Information,Mobile
Push
Supply Chain Services
B2B Integration - EDI
Tracking Services
Warehouse Management
SCM Insights/Dashboards
Logistics/Delivery
In-Store Tailored Promotions,
Product Placements
Consumer Engagements
Recommendation
Order Processing, Stock Management, Promotions, Shipments
PLATFORM
•IntegrationServices
•B2B&EmployeeApplication(Web&MobileApp)
•IdentifyManagement
•AuthenticationandAuthorization
•Mobile
•BigDataObjects
•DataManagementTools
•DataModelingTools
Finance
IoT
•Business Rules&Orchestration
•Real-TimeEventProcessing
•RichContextualDataatRest
HOW TO BUILD A SINGLE VIEW OF A CUSTOMER
Knowledgbase
Marketing Cloud: The Extensible Platform
Unify Data
Build a single view of your customers, integrate
data from any source, and make it actionable
Personalize Journeys
Trigger timely, unique, and meaningful messages,
based on real-time customer behavior
Engage Cross-Channel
Deliver relevant content on email, mobile,
social, ads, and the web
Analyze Everything
Measure the impact of your business
and optimize every interaction
Create 1-to-1 customer journeys
Marketing Technology Landscape
Driving Partner Success since 2006
2010 2013201220112009200820072006 2014 2015
APPSONTHEAPPEXCHANGE
1M Installs 3M+ Installs
1B+ Partner
RevenueIPO
thank y u
Rupen Shah
ISV Alliances & Strategy, Salesforce Marketing Cloud
rupen.shah@salesforce.com

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Marketing in the Era of the Connected Consumer

  • 1. Marketing in the Era of the Connected Consumer Using a Digital Technology Platform toAttract, Engage and Serve Customers Seamlessly Rupen Shah ISV Alliances & Strategy, Salesforce Marketing Cloud rupen.shah@salesforce.com @rupen_shah1
  • 2. 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 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.
  • 3. “What is the biggest problem marketers face?” In 2015 we asked 5000 B2B and B2C marketers a big question: Q
  • 4.
  • 5.
  • 6.
  • 7. Awareness Evaluation Purchase Usage RePurchase Advocacy 90% of the Customer Buying Journey Now Crosses 5 Channels Source: Google (2015)
  • 8. of consumers know what product they plan to buy before ever entering a store. Bazaarvoice: "Social Trends Report” (2013)
  • 9. of the B2B purchase decision- making process is complete . . . Source: The Digital Evolution in B2B Marketing - CEB and Google (2013) before the buyer contacts a supplier.
  • 10.
  • 12. of US consumers research online before buying. Source: UPS, comScore, & The e-tailing Group “Pulse of the Online Shopper" 2014
  • 13. 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}
  • 14. Brand websites are the second-most- trusted advertising format, behind recommendations from friends and family. Source: Nielsen – “Global Trust in Advertising” (2015)
  • 15. 2 Today’s Consumer is Mobile First and Connected 24/7
  • 16. Smartphones are the leading mobile device used for product research.
  • 17. The Smartphone is the Most “Personal” Device For Consumers, it is the First Screen. Source: Swrve Company, 2015
  • 18. of smartphone users say they use search to find local businesses. Source: Google Consumer Barometer Survey 2014/2015
  • 19. of people who use a mobile device for research go on to make a purchase. Source: Google/Nielsen, "Mobile Path to Purchase" study, November 2013, United States
  • 20. Source: Ipsos Observer of US mobile device users prefer Mobile Push notifications for:  Appointment Reminders  Account Transactions  Special Offers  Upcoming Sales  Order Updates
  • 21. 66% of smartphone users turn to their smartphones to learn more about something they saw in a TV commercial. Source: Google (2015)
  • 22. 3 Social Media is Changing how Consumers Learn
  • 23. Social Media is Influencing Purchase Decisions of consumersuse socialmedia networksfor product recommendations. Source: Mintel, American Lifestyles (2015)
  • 24. Social Media is Amplifying Voice of Customer
  • 25. Social Media is Transforming Customer Service 50% of Consumers Prefer Social Media to the Telephone for Customer Service Source: Amdocs (2014) Tactic: Social Listening (Using Social Studio from Salesforce Marketing Cloud)
  • 26. The “Effortless” Customer Service Experience Source: CEB Analysis 2013 – The Corporate Executive Board
  • 27. 4 Consumers View Email as a Hard- Wired Connection
  • 28. Email is #1 of US internet users are email subscribers. Source: eMarketer, February 2015
  • 29. of US adults have made purchases after receiving an offer via email. Source: MarketingSherpa, January 2015
  • 30.
  • 31. 1 Engage When the Consumer Shows Interest or Intent
  • 32. Customers Expect Relevant 1:1 Experiences at Every Point of Engagement and Interaction Connected Customers Connected Brands Web Store CommunityEmailSocialMobileProduct Connected Experiences Stadium
  • 33.
  • 34. Volvo CE Multi-Channel Marketing Strategy Monthly Email Newsletter Bi-Monthly Remarketing Email Volvoce.com Volvo Construction Dealers Trade Shows Twitter Facebook YouTube
  • 35. SEO+Social Drive Site Traffic SEO Social
  • 36. 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
  • 37. Volvo Construction Equipment’s digital marketing solution helps dealers to sell $100 million dollars worth of new and used equipment each year.
  • 38. 2 Use Data to Deliver Content that is Relevant and Helpful
  • 39. Personalized Content Drives Higher Conversion Email Mobile Online Personalization can deliver 5-8 times the ROI on marketing spend, and can increase sales by 10% or more. Source: McKinsey & Company (2015)
  • 40. Data is the “Digital Fuel” for Delivering a Relevant 1:1 Customer Experience Customer Insight is comprised of Explicit (Reported) Data + Implicit (Observed) Data 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 Point of Sale Demographic  Email Address  Physical Address  Gender  Age  Product Needs & Interests Customer Insight Psychographic Behavioral  Buyer Persona  Brand Affinity Persona  Social Media Persona  Media/Messaging Opt-in  Purchase Transactions  Service Claims / Cases  Event Attendance  Campaign Response  NPV; CLTV
  • 41.
  • 42. Room & Board Delivers a Personalized Shopping Experience -- Online and Offline  Delivers personalized product recommendations via Email and the Room and Board website  Direct conversion from customers who engage with predictive content is 150% higher than the site average Kimberly Ruthenbeck Director of Web Customer Experience “Our goal is to present the customer with content that is relevant, not invasive.”
  • 43. 3 Automate Customer Journeys to Deliver a Great Experience
  • 44. Awareness Evaluation Purchase Usage RePurchase Advocacy Personalizing Customer Journeys Optimizes the Customer Experience
  • 45. Optimizing Customer Journeys Improves Revenue, Referral & Retention Customer satisfaction Revenue growth Willingness to recommend Less likely to cancel/churn *Transforming Customer Experience: From Moments to Journeys, 2013
  • 46.
  • 47. Customer Experience will soon overtake Price and Product as the Key Brand Differentiator. The Experience Economy
  • 48. New Customer Onboarding Customer Service & Support Product Purchase Product Research & Evaluation Remarketing & Cross-Selling Customer Journeys Span All Stages of the Customer Life Cycle Repurchase & Renewal
  • 49.
  • 50. 1:1 Clienteling Automated Clienteling MARKETING • Campaign & Audience Management • Consumer Journeys • Display Advertisement • Social Studio (Listen/Engage/Publish) • Analytics (Web and In App Mobile) • PredictiveIntelligence & Personalisation • Production & Content Management CONSUMER APPLICATION (Web and Mobile App) • eCommerce Integration • POS & IOT Integration • Consumer Engagement Apps • Pixel Perfect Design Master Data • Consumer Master Data • Vendor Master Data • Product and Location Sales • Consumer Orders Consumer Service • Live & Video Chat • SOS Button B2B & Employee Application(Web & Mobile) • Purchase Orders • Store Orders Community • Vendor Community • Employee Community • Consumer Community Loyalty Execution Instore IS InStore Store Services Consumer Services Product Ratings Next Best Offer Live Video Chat Community EmployeeServices,Store Operations SustainabilityClick & Collect Mobile Payments Pick-UpOrders Return Services Kiosk Product Rentals Catalogue Newsletter Social Consumer Services Product Information Social ServicesPOS Coupons TailoredPromotions, ProductPlacements Benefits,Compensation, Education Product Recommendations Consumer Care Telephony Social Surveys Chat Social Media Integration SEO/SEM Social Commerce Content ManagementActive Audiences Predictive Selling Social Push Social Advertisement Lookalikes Digital Channel Services AdWord Management Search Merchandising Online Shop Services Assortment Planning Promotion Planning Forecasting Surveys/Audit Prediction Planning In Store Operations Workforce Management Employee Onboarding Store Inventory Management Scheduling Store Analytics Store Digitalization Collaboration Employee Apps IoT Services Automated Services Automated Replenishments Recognition Gamifictation HR & Employee Services Recruiting Onboarding Employee Helpdesk Training Performance Management Employee Motivation Media Management B2B Services Vendor Onboarding B2B2C eCommerce Trade Promotions Contract Management Process Payments and Orders Integration WebServices/ REST API ANALYTICS • SmartDataServices •DataSciences BatchAPI Integration WebServices/REST API REST API Order Management Services OMS Stock/Virtual Stock PIM Subscription Management Product Catalogue Mobile Coupons Payment Options Wish list/Friends List Return Management One Click Shopping Geo Location Email Mobile Push SMS / MMS Web Analytics Diagnostics Geo location/Beacon One Touch Orders Robot Clientelling Cross-Sell Engine Create and manage orders ConsumerServiceEngagement Partner Ecosystem/Integrated Operations Promotions,TailoredCoupons, Consumer,Information,Mobile Push Supply Chain Services B2B Integration - EDI Tracking Services Warehouse Management SCM Insights/Dashboards Logistics/Delivery In-Store Tailored Promotions, Product Placements Consumer Engagements Recommendation Order Processing, Stock Management, Promotions, Shipments PLATFORM •IntegrationServices •B2B&EmployeeApplication(Web&MobileApp) •IdentifyManagement •AuthenticationandAuthorization •Mobile •BigDataObjects •DataManagementTools •DataModelingTools Finance IoT •Business Rules&Orchestration •Real-TimeEventProcessing •RichContextualDataatRest HOW TO BUILD A SINGLE VIEW OF A CUSTOMER Knowledgbase
  • 51. Marketing Cloud: The Extensible Platform Unify Data Build a single view of your customers, integrate data from any source, and make it actionable Personalize Journeys Trigger timely, unique, and meaningful messages, based on real-time customer behavior Engage Cross-Channel Deliver relevant content on email, mobile, social, ads, and the web Analyze Everything Measure the impact of your business and optimize every interaction Create 1-to-1 customer journeys
  • 53. Driving Partner Success since 2006 2010 2013201220112009200820072006 2014 2015 APPSONTHEAPPEXCHANGE 1M Installs 3M+ Installs 1B+ Partner RevenueIPO
  • 54.
  • 55. thank y u Rupen Shah ISV Alliances & Strategy, Salesforce Marketing Cloud rupen.shah@salesforce.com

Editor's Notes

  1. 125,000+ customers surveyed to understand drivers of loyalty 5,000+ customer service reps surveyed to understand drivers of performance 100+ companies surveyed to understand impact of policies and processes
  2. When our partners succeed, we succeed. Since the launch of the AppExchange in 2006, we have focused on helping our partners build cloud businesses. And you can see that our partners’ incredible success has attracted not only more partners, but more customer installs and more partner revenue overall.