data driven marketing · event registration pipeline / closed acv primary metrics ... manual pacing...
TRANSCRIPT
Data Driven Marketing
Too Much Data, Not Enough Insights
AI Powers
Personalized
Marketing at the
Crossroads of Trust
"State of Marketing," Salesforce Research, December 2018
Executive Summary
More Customer
Data Sources Up
the Ante for Identity
Resolution
Marketers Continue
to Strive for Real-
Time Consumer
Engagement
Marketing is at the
Center of
Connecting
Customer
Experiences
It’s a Fragmented Marketing World
Marketer
PAID DIGITAL ADS
PAIDTRADITIONAL ADS
PROGRAMMATICADS
AGENCY REPORTING
EMAIL, MOBILE, SOCIAL
WEB ANALYTICS SALESCRM, LOYALTY.
SERVICE
MULTIPLE GOALS, CAMPAIGNS, CHANNELS, AND TECHNOLOGIES
MULTIPLE REGIONS, BUSINESS UNITS, PRODUCTS
What is
our ROI?
Where should
we spend
next?
Marketers Lack a Single Source Of Truth
Your speaker
Brendan Kyle
Head of Digital APAC,
Salesforce
Marketing intelligence in a B2B
organisation
Brendan Kyle
Head of Digital, Salesforce APAC
Salesforce - one of the biggest advertisers globally
Sales & Service Einstein
Financial
ServicesHealth CloudManufacturing
Government Transportation
& HospitalityRetail
Countries, Audiences & Channels
Collaboration
Commerce
Tier 1 Locales
Australia Singapore India
Hong Kong Malaysia Taiwan Thailand
Tier 2 Locales
Solutions
SMB /
EssentialsSales Service Marketing
Communities Platform
Industries
Digital Marketing Success Metrics
Valid Leads
● Sales Development
Representative accepted
response
Pipeline
● Pipeline from Account
Executive accepted
(stage 2) opportunity
Annual Contract Value (ACV)
● Closed pipeline attributed
via lead source
Form fills
● Downloading gated
content
● Gated Demo’s / Trial’s /
Guided Tours
● Event registration
Pipeline / Closed ACV
Primarymetrics
Valid Leads Primary metrics
Form Completes
Secondary metrics
Salesforce Digital Marketing Challenges
● Transparency, Speed & Growth
● Daily reporting of spend, on-site performance &
CRM data
● Manual pacing for spend & goals
● Reactive reporting for marketing & sales leaders
● No easily accessible segmented performance data
● Platform cost data i.e. Adwords
● Salesforce Wave Dashboards
● Onsite Analytics - GA360
● Business Objects
● Health of Business
● Kelly Burrows / Barometer reports
Existing Data Sources
Background
Before Data driven insights
Google Sheets:
Budget / Spend
Platform data (clicks), on-site data
Backend data (leads & pipeline)
Datorama:
Cross-channel visibility to see
what channels, campaigns, and
content best drive our KPIs
Journey to marketing intelligence
FebruaryGoogle Ads campaign names were updated
AprilDashboards built for
geo, cloud & segment
JanuaryAccess +
Implementation Plan
MarchLinkedIn, Facebook
etc campaign names updated
AprilMarketing
Enablement + Ad Hoc reporting
FebruaryUpdated all Salesforce
campaign ID’s
January 2019
JanuaryCRM Data
Implementation
MarchDatorama team
mapped our CRM data to paid campaigns
Training modules completed
May 2019
Salesforce campaign ID pipeline metrics sent to
Datorama via FTP
Vendor name & Cloud abbreviation need to be
updated
GS_AU_EN_Brand_Salesforce|SALESCLOUD
How Datorama has helped the digital marketing team
● Provide shareable dashboards to marketing & sales leaders
● Ability to make budget / investment decisions
● Clear ROI reporting
● Forecasting business outcomes based on channel performance
● Compare cloud, geo & segment performance
● Benchmark performance for digital campaigns from click > lead > oppty
What’s next?
● Mapping of non-digital tactics (lead buy etc)
● Organic (direct / SEO) use case and feasibility
● Bots & AI to help unify data, goals and KPI’s
Questions?
Datorama: Booth 15/16