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How Salesforce Uses the Marketing Cloud
Gordon Evans, VP Product Marketing, @gordonevans
Kelly McCaughey, Director, Accelerate, @kmccaughey
Asma Stephan, Manager, Social Media Marketing, @asmageorge
Dawn DeVirgilio, Senior Manager, Digital Communications @dawndevirgilio
In this session we’ll cover:
Using Journey Builder to
drive Salesforce1 Mobile
Adoption
Using Social Studio for
Listening, Publishing,
Engagement & Customer
Care
Using the Marketing
Cloud to drive
registrations and
engagement for
Connections
1 2 3
Salesforce Adoption Manager
The fastest way to turn your employees into Salesforce power users
Driving Salesforce1 Mobile App
adoption through a personalized
cross-channel customer journey
to increase retention rates &
loyalty
Three Unique Journeys | Download, Week 1 & Bring Back
Journey #1 | Download Salesforce1 Mobile App
Journey #2 | Week 1 with the Salesforce1 Mobile App
Day 1: Access Records Day 2: Take Action Day 3: Collaborate Day 4: Review Dashboards Day 5: Access Files
Journey #3 | Bring Users Back
2 days
Acquire
Onboard
BringBack
16%	
  
Monthly	
  
Ac+ve	
  
Users	
  
Salesforce Adoption Manager
The fastest way to turn your employees into Salesforce power users
Enable Salesforce Adoption Manager Today!
In this session we’ll cover:
Using Journey Builder to
drive Salesforce1 Mobile
Adoption
Using Social Studio for
Listening, Publishing,
Engagement & Customer
Care
Using the Marketing
Cloud to drive
registrations and
engagement for
Connections
1 2 3
Salesforce Social Publishing By the Numbers
Corporate team:
•  5 Primary Corporate channels
•  Publish ~300 posts a month
Company wide:
•  90+ Branded social channels
•  Publish ~3,000 posts a month
•  All in Social Studio
Social & Content ❤ A Perfect Match
We share resources that our audience finds helpful to build trust and brand
affinity.
90K
avg mentions
a month
Listening & engage
Who’s talking about Salesforce?
WHO	
   WHAT	
   RESPONSE	
  
Customers	
   Ques+ons	
  or	
  feedback	
  about	
  the	
  
product,	
  support	
  issues.	
  
Answer	
  ques+ons	
  or	
  route	
  to	
  
appropriate	
  teams.	
  
Influencers	
  &	
  Fans	
   General	
  feedback.	
   Posi+ve	
  engagement.	
  
Employees	
   News	
  Sharing,	
  “inside	
  Salesforce”	
   No	
  engagement	
  needed.	
  
Media	
  Outlets	
   Ar+cles	
  &	
  news.	
   Monitor.	
  No	
  engagement	
  
needed.	
  
Other	
   Nega+ve	
  comments.	
   Escalate,	
  offer	
  help	
  whenever	
  
possible.	
  
Support and Collaboration
•  Dedicated Support handle that sits
on the support team
•  24/5 coverage
•  Robust channel that offers tips and
helpful resources
In this session we’ll cover:
Using Journey Builder to
drive Salesforce1 Mobile
Adoption
Using Social Studio for
Listening, Publishing,
Engagement & Customer
Care
Using the Marketing
Cloud to drive
registrations and
engagement for
Connections
1 2 3
Abandoned	
  Cart	
  
Leverage	
  the	
  best	
  
prac+ces	
  for	
  B2C	
  and	
  
implement	
  for	
  a	
  B2B	
  
Audience	
  
	
  
46%	
  Open	
  Rate	
  
15%	
  Click	
  Rate	
  
31%	
  Engagement	
  Rate	
  
	
  
3000	
  Mobile	
  Push	
  Opt	
  Ins	
  	
  
4	
  ½	
  out	
  of	
  5	
  Star	
  Review	
  
4000	
  Downloads	
  of	
  Mobile	
  App	
  
90%	
  iOS	
  	
  	
  	
  	
  10%	
  Android	
  	
  	
  
Standard Push Beacon Push Geofence Push
Audience:	
  CNX	
  2014	
  Aendees	
  
Standard	
  SMS:	
  Link	
  to	
  Mobile	
  
App	
  
MMS:	
  Video	
  MMS	
  Image	
  
Email + Social Ads: Connections Promotions
Goal: Register for CNX
CTR: 1.03%
CPC: $1.28
Goal: Register for CNX
CTR: 1.18%
CPC: $2.05
Email + Social Ads: Connections Registrations
Goal: Add CNX to Calendar
CTR: 3.59%
CPC: $0.49
Goal: Download the Mobile App
Gained +800 Opt-ins 2 weeks
Customized 1:1 Journeys
Intelligent Email Messaging
Mobile Messaging
Group Messaging
Social Advertising on Facebook and
Twitter
Social Media Management
Contact Management
Opportunity Management
Reports and Dashboards
Salesforce1 Mobile
Chatter
Tracking Registration with Sales Cloud
In this session we’ll cover:
Using Journey Builder to
drive Salesforce1 Mobile
Adoption
Using Social Studio for
Listening, Publishing,
Engagement & Customer
Care
Using the Marketing
Cloud to drive
registrations and
engagement for
Connections
1 2 3
Take the after-session survey!
	
  
	
  
	
  
	
  
Take	
  the	
  Survey	
  in	
  the	
  
Connec+ons	
  2015	
  
Mobile	
  App	
  
Join	
  the	
  
Conversa+on!	
  
#CNX15	
  
$50	
  
Starbucks	
  
Gic	
  Card	
  
Join Us For Dreamforce 2015
September 15-18, 2015 | San Francisco, CA
Questions?

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How Salesforce Uses the Marketing Cloud

  • 1. How Salesforce Uses the Marketing Cloud Gordon Evans, VP Product Marketing, @gordonevans Kelly McCaughey, Director, Accelerate, @kmccaughey Asma Stephan, Manager, Social Media Marketing, @asmageorge Dawn DeVirgilio, Senior Manager, Digital Communications @dawndevirgilio
  • 2. In this session we’ll cover: Using Journey Builder to drive Salesforce1 Mobile Adoption Using Social Studio for Listening, Publishing, Engagement & Customer Care Using the Marketing Cloud to drive registrations and engagement for Connections 1 2 3
  • 3. Salesforce Adoption Manager The fastest way to turn your employees into Salesforce power users Driving Salesforce1 Mobile App adoption through a personalized cross-channel customer journey to increase retention rates & loyalty
  • 4. Three Unique Journeys | Download, Week 1 & Bring Back
  • 5. Journey #1 | Download Salesforce1 Mobile App
  • 6. Journey #2 | Week 1 with the Salesforce1 Mobile App Day 1: Access Records Day 2: Take Action Day 3: Collaborate Day 4: Review Dashboards Day 5: Access Files
  • 7. Journey #3 | Bring Users Back 2 days
  • 8. Acquire Onboard BringBack 16%   Monthly   Ac+ve   Users   Salesforce Adoption Manager The fastest way to turn your employees into Salesforce power users
  • 9. Enable Salesforce Adoption Manager Today!
  • 10. In this session we’ll cover: Using Journey Builder to drive Salesforce1 Mobile Adoption Using Social Studio for Listening, Publishing, Engagement & Customer Care Using the Marketing Cloud to drive registrations and engagement for Connections 1 2 3
  • 11. Salesforce Social Publishing By the Numbers Corporate team: •  5 Primary Corporate channels •  Publish ~300 posts a month Company wide: •  90+ Branded social channels •  Publish ~3,000 posts a month •  All in Social Studio
  • 12. Social & Content ❤ A Perfect Match We share resources that our audience finds helpful to build trust and brand affinity.
  • 14. Who’s talking about Salesforce? WHO   WHAT   RESPONSE   Customers   Ques+ons  or  feedback  about  the   product,  support  issues.   Answer  ques+ons  or  route  to   appropriate  teams.   Influencers  &  Fans   General  feedback.   Posi+ve  engagement.   Employees   News  Sharing,  “inside  Salesforce”   No  engagement  needed.   Media  Outlets   Ar+cles  &  news.   Monitor.  No  engagement   needed.   Other   Nega+ve  comments.   Escalate,  offer  help  whenever   possible.  
  • 15. Support and Collaboration •  Dedicated Support handle that sits on the support team •  24/5 coverage •  Robust channel that offers tips and helpful resources
  • 16. In this session we’ll cover: Using Journey Builder to drive Salesforce1 Mobile Adoption Using Social Studio for Listening, Publishing, Engagement & Customer Care Using the Marketing Cloud to drive registrations and engagement for Connections 1 2 3
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  • 20. Abandoned  Cart   Leverage  the  best   prac+ces  for  B2C  and   implement  for  a  B2B   Audience     46%  Open  Rate   15%  Click  Rate   31%  Engagement  Rate    
  • 21. 3000  Mobile  Push  Opt  Ins     4  ½  out  of  5  Star  Review   4000  Downloads  of  Mobile  App   90%  iOS          10%  Android      
  • 22. Standard Push Beacon Push Geofence Push
  • 23. Audience:  CNX  2014  Aendees   Standard  SMS:  Link  to  Mobile   App   MMS:  Video  MMS  Image  
  • 24. Email + Social Ads: Connections Promotions Goal: Register for CNX CTR: 1.03% CPC: $1.28 Goal: Register for CNX CTR: 1.18% CPC: $2.05
  • 25. Email + Social Ads: Connections Registrations Goal: Add CNX to Calendar CTR: 3.59% CPC: $0.49 Goal: Download the Mobile App Gained +800 Opt-ins 2 weeks
  • 26. Customized 1:1 Journeys Intelligent Email Messaging Mobile Messaging Group Messaging Social Advertising on Facebook and Twitter Social Media Management Contact Management Opportunity Management Reports and Dashboards Salesforce1 Mobile Chatter
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  • 29. In this session we’ll cover: Using Journey Builder to drive Salesforce1 Mobile Adoption Using Social Studio for Listening, Publishing, Engagement & Customer Care Using the Marketing Cloud to drive registrations and engagement for Connections 1 2 3
  • 30. Take the after-session survey!         Take  the  Survey  in  the   Connec+ons  2015   Mobile  App   Join  the   Conversa+on!   #CNX15   $50   Starbucks   Gic  Card  
  • 31. Join Us For Dreamforce 2015 September 15-18, 2015 | San Francisco, CA