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Marketing Cloud Accelerators Marketing Cloud Premier Expert Hour
Thomas McCorkle – Principal Success Specialist Jason Lillie – Senior Success Specialist
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.
Thomas McCorkle Principal Success Specialist
Salesforce Marketing Cloud Accelerators A brief overview
Accelerators Targeted engagements that deliver business outcomes
Accelerators
Gain Business Insights
Reduce Costs
Minimize Operating
Cost
Achieve Faster ROI
Increase Revenue
Outcomes
Target a unique and specific need Value-based deliverables Delivered by Specialists
Quickly kick-off project Fast project completion Known requirements upfront
Accelerators Premier Accelerators Complement Our Services Portfolio
SOLU
TIO
N S
CO
PE
ENGAGEMENT MODEL
Accelerators/Premier via Success Specialists
Custom Projects/SOW via Services
CU
STO
M
PRE-
DEF
INED
REPEATABLE UNIQUE
Marketing Cloud Accelerator Program
Email Segmentation
Config and Automation
Email Reporting Config and Automation
Data Import Config and Automation
Menu: Select the
Accelerator That Best
Meets Your Need!
Journey Builder Base
Tracking Extract
Soap API
Social Engage Configuration
Social Listening
Configuration
Your Need Here!
Program Launch Fall’16 Winter’16
Future Releases
Data In – Data Decision – Data Out Salesforce Marketing Cloud Accelerators
Jason Lillie – Senior Success Specialist [email protected]
Data Import Configuration and Automation
Segmentation Configuration and Automation
Journey Builder Base
Reporting Configuration and Automation
Tracking Extract Configuration and Automation
Data In Data Decisions Data Out
Data In – Data Decision – Data Out Salesforce Marketing Cloud Accelerators
Data Import Configuration and Automation
Importing external data sources that aid in marketing’s goals
How are Customers using the Data Import Accelerator? ➔ Importing data for Segmentation
➔ customer tier ➔ last activity on application ➔ Other BI/customer data
➔ Externally acquired Subscribers
➔ Nightly POS data
➔ Dynamic content data points
Accelerator Overview
Segmentation Configuration and Automation
Implement a subscriber segmentation for a targeted campaign using Marketing Cloud Activities and Automation.
How are customers using the Segmentation Accelerator
➔ Customer engagement
➔ Tier out customer engagement based on Clicks/Opens last 90 days
➔ ID Customers who clicked on a specific link type
➔ Region
➔ Customer subscriptions soon to expire
Accelerator Overview
Reporting and Tracking Extracts
Reporting Configuration and Automation
Quickly gain insights from your marketing campaigns and reduce the manual effort associated with pulling campaign specific reports
➔ Send summary of overall sends during a specific period
➔ Monitor deliverability with automated bounce and complaints reports
➔ Demographics of a customer’s sendable Data Extension
Tracking Extract Configuration and Automation
Export granular data regarding several different aspects of email send jobs (such as clicks, bounces, and survey data) from the application and import that information into another program or system.
➔ Extract conversion for external tracking
➔ Extract customer engagement (opens & clicks)
➔ Extract survey responses
Accelerator Overview
This Accelerator targets those customers who need help creating and configuring a single, predefined customer journey.
• Customer selects a single predefined journey
• Specialist team configures the journey
• Specialist team reviews the solution and provides handoff documentation
What problem are we solving for you? Accelerator Overview - Journey Builder Base
Demo!
“We walked away with exactly what we needed…it was painless.” Dave Walters, Email Marketing Manager
Journey Builder Base helped iolo… Build out an end-to-end test Journey within 24 hours of closing the Accelerator
Increase understanding of their Journey Builder use cases and best practices
Reduce the time to build and modify journeys
Industry: Text Segment: Text
Thomas McCorkle Principal Success Specialist
tmccorkle@salesforce
A Sample Engagement Salesforce Marketing Cloud Accelerators
Driving Business Value, Quickly Accelerator Delivery Process
First Call Discovery Build Review
Delivery methodology is focused on
• Quickly driving business value
• Engaging with a Salesforce expert
• Simple and clear path to next steps and deliverables
Level Set and Good Fit Accelerator Delivery: First Call
First Call Discovery Build Review
• Determine if Accelerator is a good fit
• Identify Business Outcomes
• Identify key stakeholders and team members
Understanding the Details Accelerator Delivery: Discovery
First Call Discovery Build Review
• Example Discovery Questions
• “What are the segments of customers you would like to target or identify?”
• “What KPIs are critical to measuring your success?”
Building out the Deliverables Accelerator Delivery: Build
First Call Discovery Build Review
• Marketing Cloud Specialist builds deliverable in Marketing Cloud Account
• Completes Discussion Documents to review Accelerator deliverables
Handoff and Closeout Accelerator Delivery: Review
First Call Discovery Build Review
• Confirm outcomes
• Review implementation
• Answer any open questions
• Close engagement
• Distribute survey