programmatic personalization: drive revenue in the digital era

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@AdRoll and @Salesforce

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@AdRoll and @Salesforce

Programmatic Personalization: Drive Revenue in the Digital Era

David TamOnline Marketing [email protected]

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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.

Safe Harbor

Cloud Computing Pioneer and EvangelistSalesforce

Mainframe Client/Server

Today1960s 1980s

Cloud

New Technology Model (Cloud)

New Business Model (Customers)

New Philanthropic Model (1:1:1)

Connect with your customers in a whole new wayBecome a Customer Company

SalesService

Marketing

CommunityApps

Analytics

SalesService

Marketing

CommunityApps

Analytics

Agenda

Agenda

1. Top 5 challenges for lead gen

2. Salesforce on programmatic

3. Takeaways

Challenges

1. Maintaining a cohesive Salesforce brand message

2. Consistent lead flow across all products

SalesService

Marketing

CommunityApps

Analytics

3. Choosing quantity or quality lead volume

This depends on a couple variables:

1. How big is your sales team?

2. What volume of leads each sales rep can effective handle?

4. Which part of my advertising is working?

5. Managing the entire online marketing ecosystemA

WA

RE

NE

S

LEAD GENERATION

LOW

HIG

H

GOOD BAD

Email

Search

Industry SitesBrand Buys

Brand Awareness, Recall, and Favorability

Content Engagement, Education

Lead Gen, Sales, Upsell

Look-A-likes

CRM

Audience Targeting

Social

Retargeting

Programmatic

Lumscape for display advertising

Lumscape for search advertising

Lumscape for social advertising

Lumscape for video advertising

Lumscape for mobile advertising

Lumscape for content marketing

Salesforce on Programmatic

Identifying and targeting your best audience

Intent data

Prospects

&

Higher Propensity

Prospects

&

Lower Propensity

Customers

&

Lower Propensity

Customers

&

Higher Propensity

Cross SellNet New

High Priority

Nurture

Create targeted cross-sell campaign

Create targeted up-sell campaign

Re-engage with prospects

Homepage Product Pages

Interest Level?

Conversion?

Activate your brand advocates

• Fans

• Viewers of your videos ads

• Users of your mobile app

• Subscribers of your channel

• Viewers of your videos

• People who liked your videos

• Followers

• People tweeting about your brand

Show your audience what they want

Show your audience what they want to see:

Vice President of Sales

Head of Customer Service

Chief Information Officer

Chief Marketing Officer

Nurturing audiences across channels

EmailSocial

Display

Mobile

SEM

Mobile

Ask yourself:

1.Are most customer’s using mobile phones? (YES!)

2.Do I have mobile optimized marketing collateral?

Tips:

• Test mobile browser vs app network vs premium apps

• Optimized mobile ads for mobile devices – don’t be lazy and resize

• Make sure your mobile landing pages are readable/clickable

• Marketing collateral on desktop doesn’t automatically translate to mobile

- do the assets translate/load on mobile device?

Mobile

Large enough font

Tap, not click

With Google’s remarketing lists for search ads (RLSA), marketers can tailor their SEM ads to their website visitors.

•Integrated message between SEM & display

•Tailor your ad copy

•Choose the most relevant collateral

•Control your bidding strategy and cost of your website visitors

•See your KPIs between website visitors & net new prospects

Bet higher on your best audience

Display

Mobile

SEM

Display

Ad Copy

SEMSame User

Segmenting your audience and target across all tactics

Retargeting, SEM, retargeted SEM…Now what?

EmailSocial

Display

Mobile

Test, learn and move quickly

TEST1 IMPLEMENT3LEARN

Without Targeting

With Targeting

5,978

17,577

Visits

+194%

2

Casting many small nets

Business Decision Maker

+

SMBIT Decision

Maker

+

Education

IT Decision Maker

+

Chemicals

Business Decision Maker

+

eCommerceIT Decision

Maker

+

Energy

Business Decision Maker

+

Energy

Business Decision Maker

+

ChemicalsIT Decision

Maker

+

Retail

Business Decision Maker

+

Software

Business Decision Maker

+

FinancialIT Decision

Maker

+

eCommerce

IT Decision Maker

+

Financial

IT Decision Maker

+

Commercial

Business Decision Maker

+

Education

IT Decision Maker

+

Autos

IT Decision Maker

+

SMB

Business Decision Maker

+

Autos

IT Decision Maker

+

Healthcare

Instead a large ones

Business Decision Makers

&

IT Decision Makers

See what works and what doesn’t

Business Decision Maker

+

SMBIT Decision

Maker

+

Education

IT Decision Maker

+

Chemicals

Business Decision Maker

+

eCommerceIT Decision

Maker

+

Energy

Business Decision Maker

+

Energy

Business Decision Maker

+

ChemicalsIT Decision

Maker

+

Retail

Business Decision Maker

+

Software

Business Decision Maker

+

FinancialIT Decision

Maker

+

eCommerce

IT Decision Maker

+

Financial

IT Decision Maker

+

Commercial

Business Decision Maker

+

Education

IT Decision Maker

+

Autos

IT Decision Maker

+

SMB

Business Decision Maker

+

Autos

IT Decision Maker

+

Healthcare

Eliminate what doesn’t work

Business Decision Maker

+

SMBIT Decision

Maker

+

Retail

Business Decision Maker

+

Software

IT Decision Maker

+

Commercial

IT Decision Maker

+

SMB

IT Decision Maker

+

Healthcare

IT Decision Maker

+

Education

IT Decision Maker

+

Chemicals

Business Decision Maker

+

eCommerceIT Decision

Maker

+

Energy

Business Decision Maker

+

Energy

Business Decision Maker

+

FinancialIT Decision

Maker

+

eCommerce

IT Decision Maker

+

Financial

Business Decision Maker

+

ChemicalsBusiness Decision Maker

+

Education

IT Decision Maker

+

Autos

Business Decision Maker

+

Autos

Then bet big on what works

Business Decision Maker

+

SMB

IT Decision Maker

+

Retail

Business Decision Maker

+

Software

IT Decision Maker

+

Commercial

IT Decision Maker

+

SMB

IT Decision Maker

+

Healthcare

Adopt weapons

Bid Management Tools

Tag Manager

Website Analytics

Attribution Measurement

Takeaways

1. Identify your best audiences and tailor your campaigns, with ads and offers

2. Be methodical with your execution by minimizing “coincidental” campaigns

3. Don’t just be where your customers are but adapt to where they are

4. Cast small nets and then make big bets

5. Choose tools that will help you manage your campaigns at scale

Takeaways