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Page 1: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams
Page 2: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

How to Pivot Marketing Strategy With Data-Driven Decisions to Successfully Drive ROIJosh Alvernia Co-Founder & CEO Clue

Emily HoffmanProduct Marketing ManagerSalesforce

John HillisCMOBATL | Backyard Axe Throwing League

Page 3: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Co-Founder & CEOClue

Product Marketing ManagerSalesforce

Josh Alvernia Emily Hoffman

Your Speakers Today

John Hillis

CMOBATL

Page 4: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Forward-Looking Statement

This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make.

The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change.

Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at www.salesforce.com/investor.

Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.

Statement under the Private Securities Litigation Reform Act of 1995

Page 5: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams
Page 6: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Datorama Helps you Navigate With ConfidenceSo you can always position your business for growth

GrowthExpand the

business and gain competitive advantage

Certainty

Uncertainty

EconomicEnvironment

EfficiencyClosely manage the budget and plan ahead for

growth

Page 7: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Marketers are Facing Foundational Data Challenges

Lack of unified view of marketing investment, performance and results

Lack of real-time performance insight to optimize ROI and results

Lack of alignment and governance to drive collaboration across teams and regions

“Marketing Intelligence Report,” Salesforce Research, Advertiser Perceptions, 2020

1

2

3

Page 8: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Speed & Innovation

Gain back 80% of data prep time

Reinvest time in insight and testing & learning to

improve effectiveness

Efficiency & ROI

Find 30% of wasted spend

Reallocate spend based on in-flight performance to

increase efficiency

Alignment & Collaboration

Get 100% of your stakeholders aligned

Provide stakeholders with unified KPIs and taxonomy

to improve collaboration

How Datorama Helps Marketers Find Certainty

Customer Relationship

Understand customer engagement

Optimize messaging and resources to meet customers’ needs

Page 9: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Create a marketing system of record Connect and unify marketing data from every source into one view with clicks, not code

Optimize performance with AI insightGet actionable insights and alerts to performance adjustments that improve ROI

Align teams and stakeholdersCreate a visual experience with aligned metrics, goals, and taxonomy to collaborate as one team

Be agile and innovativeLeverage data and insight to test, learn, and innovate across all your marketing

Salesforce DatoramaComplete marketing intelligence across all your data

Page 10: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Josh Alvernia & John Hillis [email protected]

[email protected]

Page 11: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

2 MILLION GUESTS 18 LOCATIONS US/CANADA

FOUNDER OF URBAN AXE THROWINGLEAGUES, EVENTS, TEAM BUILDING, PARTIES

Page 12: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Develop a deeper understanding of your campaign audience and the events that are likely to trigger an interaction with your brand. Use automation to deliver personalized stories to each prospect.

Make sense of the network of events happening all around your business. Tie your campaign to real results to better understand how to improve business health.

Better connected data builds better performing campaigns. Our service and solution will reduce media costs, improve your returns, and uncover new opportunities for growth.

Page 13: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

When the pandemic hit North America, people all over the continent moved into isolation to protect themselves.

Our goal in 2020, was to show consumers that BATL is a safe environment with protocols that protect their customers and to drive monthly bookings volumes and improve revenue yield.

Page 14: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams
Page 15: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

De-silo your data. What you’re building is a data workshop, and everything needs to be in the same place if you wish to understand how it all fits together.

Decisions Actions Outcomes

CRM SEM Site Events

Social eCOM

Programmatic POS

Page 16: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Construct your data model to begin to relate disparate sets of data to each other.

Remember a data model is part product and part process.

Hold your business accountable and have data discipline. This could be a deciding factor in your success.

Page 17: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Focus on the tools and channels that work best in an automated workflow so that scaling your revenue centre is manageable.

The complexity of the day to day can quickly outpace the internal capacity at your organization.

Page 18: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Make sure you give these tools to the people on the front lines.

Train them on how to understand if the data indicates things are getting better.

Page 19: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams
Page 20: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams
Page 21: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

After the tracking challenge was solved and reporting was automated, we moved to tackle the real challenge...driving revenue and maintaining weekly yield against some serious market headwinds.

1) Large changes to user behaviour because of COVID

2) Large changes in weekly yield because of regulations & restrictions

3) Closures and re-openings

Page 22: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

To reduce the total time spent investing in underperforming markets, we used a lot of automation.

Alerts for week over week performance changes at the campaign, channel, and location level were set to improve reaction time.

Magnify acted as mission control to inform our boots on the ground to adjust their strategy.

Page 23: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Our tools allowed us to quickly find impactful insights and thus have effective bi-weekly meetings, making decisive optimizations from the understanding that quality data provides.

By reacting faster to market changes, we were able to maintain a steady improvement on acquisitions costs and yield even against headwinds.

Page 24: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams
Page 25: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams
Page 26: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

For marketing leaders within brands, translating your path to success and gaining alignment with all stakeholders can be a difficult journey.

● Break down existing perceptions ● Access to data and results ● Clear KPIs and targets ● Partnering with other groups in your

organization

Page 27: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Access to data is critical in telling the evolving story.

Underneath the data are real people, consumers, customers. The ultimate marketing accountability. Understanding the consumer and “why” they are doing things.

Performance data can (help) explain ‘why’. Gather more consumer insight to help guide and inform short-term and long-term actions.

Page 28: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams
Page 29: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Learn more about marketing measurement

Schedule a MarketingMaturity Workshop Free Way to Learn at HomeCheck out the Marketing

Intelligence Playbook

Page 30: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams

Q&A

Page 31: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams
Page 32: How to Pivot Marketing Strategy · 05/01/2020  · Optimize performance with AI insight Get actionable insights and alerts to performance adjustments that improve ROI Align teams