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Track: Personal Transformation & Growth 
#CNX14 
#CNX14 
What the Winners are Doing 
How Smart Brands Drive New and 
Repeat Sales by Delivering a Great 
Customer Experience
Track: Personal Transformation & Growth 
#CNX14 
Welcome! 
Joel Book 
Principal, Marketing Insights 
Salesforce ExactTarget Marketing Cloud 
@JoelBook
Track: Personal Transformation & Growth 
#CNX14 
@JoelBook
By 2019, CMOs predict: 
 Digital marketing will account 
for more than 75% of the 
marketing budget. 
 Campaigns will unfold in real 
time, depending on the 
individual needs and intents 
of each customer across 
every device and channel. 
Source: Accenture Interactive - 2014 CMO Insights
“Gartner predicts that, by 
2017, the CMO will have a 
larger IT budget than the 
CIO” 
Source: Gartner, Inc., “Forecast Analysis: Enterprise Application Software, Worldwide, 1Q14 Update”, April 29, 2014
Track: Personal Transformation & Growth 
#CNX14 
@JoelBook
The 
Connected 
Consumer 
More Informed. 
More Empowered. 
More Demanding.
Retail 
Website 
Search 
Social 
Customer Service 
Media/ Promotions 
Other Sites 
App 
THE 
CONNECTED 
CONSUMER 
Omni-Channel Engagement
Connected 
Stores 
Connected 
Call Center 
Connected 
Associates 
Connected 
Products 
Connected 
Communities 
Omni-Channel Engagement 
Retail 
Website 
Search 
Social 
Customer Service 
Media/ Promotions 
Other Sites 
App 
Connected 
Devices 
THE 
CONNECTED 
CONSUMER
82% of online 
shoppers use 
the Internet to 
research 
products from 
multi-channel 
retailers. 
Source: UPS, comScore and the e-tailing group 
“Pulse of the Online Shopper" June 2014
of US online 
shoppers are willing to 
share personal 
preferences to receive 
more relevant offers. 
Source: Harris Interactive, January 2014
of 
consumers rely 
on social 
networks to 
guide their 
purchase 
decision. 
Source: SproutSocial, 2014
of 
consumers trust the 
opinions and 
reviews posted 
online by other 
consumers. 
Source: Nielsen: “Global Trust in Advertising 
and Brand Messages” – September 2013
of US 
consumers 
are email 
subscribers. 
Source: ExactTarget Marketing Cloud – 2012 Channel 
Preference Report
prefer email 
for promotional 
communications. 
prefer email 
for service 
communications.
Consumers are Mobile First 
51% of emails are being 
read on a mobile 
device. 
Source: Return Path 2014 
72% of US mobile phone 
users are smartphone 
owners. 
Source: ComScore 2014
MOBILE 
The Power Tool of the 
Connected Consumer 
Shopping
Mobile is Changing 
TV Advertising 
of the US TV 
audience 
when 
watching TV. 
explore related 
content or tied to 
the content or advertising 
(aka “Meshing”) 
Source: Millward Brown Digital - “AdReaction 2014 – Marketing 
in a Multiscreen World”
By 2018, 58% of the US 
population will access 
the Internet via a 
connected TV. 
Source: eMarketer, June 2014
Track: Personal Transformation & Growth 
#CNX14 
@JoelBook
Marketing has become a 24/7 
1 
Job to Engage, Influence and 
Serve Consumers 
Through Online 
and Offline 
Channels
Consumers 
expect personal, 
relevant and 
timely . . . 
- Offers 
- Information 
- Service
The Stakes are High 
54% of consumers 
would consider ending 
their loyalty relationship 
with a brand if they were 
not given tailor-made, 
relevant content & offers. 
Source: CMO Council
Marketing, 
Selling & 
Customer 
Service 
Functions are 
Converging! 
2
“CRM and advertising 
are coming together in 
one-to-one 
marketing.” 
-Twitter CEO 
Dick Costolo 
(1/8/14)
Brands Must Integrate the Customer’s 
Shopping, Buying and Usage Experiences 
The Customer Life Cycle 
Business Getting Business Keeping
Journey 
Management 
3 
is the key to 
delivering a great 
Customer 
Experience
Customer Journeys span all stages of the Customer 
Experience, from buying the product to actually using it 
Source: McKinsey & Company, 2013
Journey Management Drives Results 
 Increases revenue 
by up to 15% 
 Improves customer 
satisfaction 20% 
 Lowers the cost to 
serve by up to 20% 
Source: McKinsey & Company, 2013
Track: Personal Transformation & Growth 
#CNX14 
@JoelBook
First Midwest Bank uses email to 
deliver relevant offers, information 
and service tailored to the 
customer’s geographic location, 
recent interactions, and banking 
history. 
Since implementing this strategy in 
2012, the bank has racked up 
impressive results, including: 
• 80% savings in direct marketing 
spend 
• 600% increase in product offer 
conversion
Volvo Construction Equipment 
uses Active Audiences™ from 
ExactTarget to build a “social 
profile” of its best customers. 
Facebook uses this profile to 
identify individuals who fit the 
ideal profile of a potential buyer. 
Volvo uses paid social ads to 
engage these individuals and 
drive them to the Volvo website 
where they are converted to 
email subscribers.
Volvo’s Remarketing Services 
Email generates leads that help 
dealers sell used construction 
equipment
Volvo CE Lead Management Workflow 
Information Request 
ExactTarget integration with CRM 
system enables Volvo sales reps to 
track leads, manage opportunities 
Lead report sent via 
ExactTarget to Volvo 
sales rep 
Personalized “Thank You” 
email sent via ExactTarget 
to customer 
Data 
Cleansing 
Lead Scoring 
Data Integration in CRM
Volvo Construction Equipment’s digital 
marketing solution helps dealers to sell 
$100 million dollars worth of new and 
used equipment each year.
BTR Gets Personal! 
BTR Sends Over 2.5 Million Unique 
Email Versions Daily! 
• Based on individual shopping behaviour 
• Relevant products; Preferred brands 
• BTR learns what customers like and want 
• Not what they DON’T want 
• Products, offers, price points, messaging… 
*Personalization Provides a 12-18% Revenue Lift!
Beyond the Rack uses MobilePush 
to send daily push notifications to 
members notifying them of the 
special sales for the day. 
Results 
• 60% of Beyond the Rack mobile app 
downloaders have opted-in to receive push 
notifications. 
• 75% of Beyond the Rack mobile app 
downloaders have signed into their account in 
the mobile app, allowing Beyond the Rack to 
create a single view of the customer.
BTR’s Responsive Designed Email 
Increased CTR by 18%
Charles Best 
Founder & CEO 
DonorsChoose.org
In 2013, DonorsChoose.org Teamed with Warby Parker 
Each buyer of a special limited edition of 
Warby Parker sunglasses received a $30 
gift card to benefit the school of the 
buyer’s choice.
DonorsChoose.org 
and Warby Parker 
promoted their 
“crowdfunding 
collaboration” through 
email delivered to their 
subscribers. 
150 schools 
received 
donations! 
Warby Parker Email DonorsChoose.org Email
To Date, DonorsChoose.org Contributors have “Crowdfunded” 
More than 450,000 School Projects
Email Subscriber Acquisition Process 
Online / 
Social 
Digital CPL 
DM 
Website 
Events / 
Referrals 
Partnerships 
Lead Nurturing Stream 
Database 
Lead 
Capture 
& 
Preferences/ 
Profiles 
CONVERSION FUNNEL 
Welcome 
EM 
DM 
Lead 
Scoring & 
Identification 
(Persona, 
High Value, 
& Class Code)
Personalized Email Series Welcomes New Subscribers
Pre-Cruise 
Cruise 
Post-Cruise 
Honeymoon 
Engagement 
Shopping 
Loyalty 
Royal Caribbean’s Pre-Cruise Emails Enhance the Experience 
“My Time Dining” Sent 14-89 
days before departure 
“Shore Excursion” Sent 3-120 
days before departure 
“You Set Sail” Sent 15-30 days 
before departure 
Royal Caribbean 
Life Cycle Email Strategy
A Digital Marketing Success Story
“We’re using technology that enables rich 
one-to-one relationships. Our entire 
company is built around making every 
interaction feel human.” 
Mobile Apps Keep Trunk Club Customers & Employees Connected 
 Trunk Club runs its personalized clothing service business 
entirely on Salesforce and the ExactTarget Marketing Cloud 
 Employee mobile app gives stylists insight into member’s 
dressing style, brand preferences, and sizes 
 Integrated sales, service & marketing provides unified view of the 
customer 
Member App Stylist App 
- Brian Spaly, CEO
Track: Personal Transformation & Growth 
#CNX14 
@JoelBook
NOW SERVING 
1 
SERVING 
has become 
the new 
SELLING
The 1to1 Marketing Paradigm 
Understand the needs and 
expectations of individual customers 
and use that insight to personalize and 
optimize every interaction across 
online and offline channels.
The 1to1 Marketing Paradigm 
Understand the needs and 
expectations of individual customers 
and use that insight to personalize and 
optimize every interaction across 
online and offline channels.
The 1to1 Marketing Paradigm 
Understand the needs and 
expectations of individual customers 
and use that insight to personalize and 
optimize every interaction across 
online and offline channels.
The 1to1 Marketing Paradigm 
Understand the needs and 
expectations of individual customers 
and use that insight to personalize and 
optimize every interaction across 
online and offline channels.
Track: Personal Transformation & Growth 
#CNX14 
Thanks! 
Joel Book 
Principal, Marketing Insights 
Salesforce ExactTarget Marketing Cloud 
@JoelBook

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#CNX14 - What the Winners are Doing: How Smart Brands Drive New and Repeat Sales by Delivering a Great Customer Experience!

  • 1. Track: Personal Transformation & Growth #CNX14 #CNX14 What the Winners are Doing How Smart Brands Drive New and Repeat Sales by Delivering a Great Customer Experience
  • 2. Track: Personal Transformation & Growth #CNX14 Welcome! Joel Book Principal, Marketing Insights Salesforce ExactTarget Marketing Cloud @JoelBook
  • 3. Track: Personal Transformation & Growth #CNX14 @JoelBook
  • 4. By 2019, CMOs predict:  Digital marketing will account for more than 75% of the marketing budget.  Campaigns will unfold in real time, depending on the individual needs and intents of each customer across every device and channel. Source: Accenture Interactive - 2014 CMO Insights
  • 5. “Gartner predicts that, by 2017, the CMO will have a larger IT budget than the CIO” Source: Gartner, Inc., “Forecast Analysis: Enterprise Application Software, Worldwide, 1Q14 Update”, April 29, 2014
  • 6. Track: Personal Transformation & Growth #CNX14 @JoelBook
  • 7. The Connected Consumer More Informed. More Empowered. More Demanding.
  • 8. Retail Website Search Social Customer Service Media/ Promotions Other Sites App THE CONNECTED CONSUMER Omni-Channel Engagement
  • 9. Connected Stores Connected Call Center Connected Associates Connected Products Connected Communities Omni-Channel Engagement Retail Website Search Social Customer Service Media/ Promotions Other Sites App Connected Devices THE CONNECTED CONSUMER
  • 10. 82% of online shoppers use the Internet to research products from multi-channel retailers. Source: UPS, comScore and the e-tailing group “Pulse of the Online Shopper" June 2014
  • 11. of US online shoppers are willing to share personal preferences to receive more relevant offers. Source: Harris Interactive, January 2014
  • 12. of consumers rely on social networks to guide their purchase decision. Source: SproutSocial, 2014
  • 13. of consumers trust the opinions and reviews posted online by other consumers. Source: Nielsen: “Global Trust in Advertising and Brand Messages” – September 2013
  • 14. of US consumers are email subscribers. Source: ExactTarget Marketing Cloud – 2012 Channel Preference Report
  • 15. prefer email for promotional communications. prefer email for service communications.
  • 16. Consumers are Mobile First 51% of emails are being read on a mobile device. Source: Return Path 2014 72% of US mobile phone users are smartphone owners. Source: ComScore 2014
  • 17. MOBILE The Power Tool of the Connected Consumer Shopping
  • 18. Mobile is Changing TV Advertising of the US TV audience when watching TV. explore related content or tied to the content or advertising (aka “Meshing”) Source: Millward Brown Digital - “AdReaction 2014 – Marketing in a Multiscreen World”
  • 19. By 2018, 58% of the US population will access the Internet via a connected TV. Source: eMarketer, June 2014
  • 20. Track: Personal Transformation & Growth #CNX14 @JoelBook
  • 21. Marketing has become a 24/7 1 Job to Engage, Influence and Serve Consumers Through Online and Offline Channels
  • 22. Consumers expect personal, relevant and timely . . . - Offers - Information - Service
  • 23. The Stakes are High 54% of consumers would consider ending their loyalty relationship with a brand if they were not given tailor-made, relevant content & offers. Source: CMO Council
  • 24. Marketing, Selling & Customer Service Functions are Converging! 2
  • 25. “CRM and advertising are coming together in one-to-one marketing.” -Twitter CEO Dick Costolo (1/8/14)
  • 26. Brands Must Integrate the Customer’s Shopping, Buying and Usage Experiences The Customer Life Cycle Business Getting Business Keeping
  • 27. Journey Management 3 is the key to delivering a great Customer Experience
  • 28. Customer Journeys span all stages of the Customer Experience, from buying the product to actually using it Source: McKinsey & Company, 2013
  • 29. Journey Management Drives Results  Increases revenue by up to 15%  Improves customer satisfaction 20%  Lowers the cost to serve by up to 20% Source: McKinsey & Company, 2013
  • 30. Track: Personal Transformation & Growth #CNX14 @JoelBook
  • 31.
  • 32. First Midwest Bank uses email to deliver relevant offers, information and service tailored to the customer’s geographic location, recent interactions, and banking history. Since implementing this strategy in 2012, the bank has racked up impressive results, including: • 80% savings in direct marketing spend • 600% increase in product offer conversion
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  • 36. Volvo Construction Equipment uses Active Audiences™ from ExactTarget to build a “social profile” of its best customers. Facebook uses this profile to identify individuals who fit the ideal profile of a potential buyer. Volvo uses paid social ads to engage these individuals and drive them to the Volvo website where they are converted to email subscribers.
  • 37. Volvo’s Remarketing Services Email generates leads that help dealers sell used construction equipment
  • 38. Volvo CE Lead Management Workflow Information Request ExactTarget integration with CRM system enables Volvo sales reps to track leads, manage opportunities Lead report sent via ExactTarget to Volvo sales rep Personalized “Thank You” email sent via ExactTarget to customer Data Cleansing Lead Scoring Data Integration in CRM
  • 39. Volvo Construction Equipment’s digital marketing solution helps dealers to sell $100 million dollars worth of new and used equipment each year.
  • 40.
  • 41. BTR Gets Personal! BTR Sends Over 2.5 Million Unique Email Versions Daily! • Based on individual shopping behaviour • Relevant products; Preferred brands • BTR learns what customers like and want • Not what they DON’T want • Products, offers, price points, messaging… *Personalization Provides a 12-18% Revenue Lift!
  • 42. Beyond the Rack uses MobilePush to send daily push notifications to members notifying them of the special sales for the day. Results • 60% of Beyond the Rack mobile app downloaders have opted-in to receive push notifications. • 75% of Beyond the Rack mobile app downloaders have signed into their account in the mobile app, allowing Beyond the Rack to create a single view of the customer.
  • 43. BTR’s Responsive Designed Email Increased CTR by 18%
  • 44. Charles Best Founder & CEO DonorsChoose.org
  • 45. In 2013, DonorsChoose.org Teamed with Warby Parker Each buyer of a special limited edition of Warby Parker sunglasses received a $30 gift card to benefit the school of the buyer’s choice.
  • 46. DonorsChoose.org and Warby Parker promoted their “crowdfunding collaboration” through email delivered to their subscribers. 150 schools received donations! Warby Parker Email DonorsChoose.org Email
  • 47. To Date, DonorsChoose.org Contributors have “Crowdfunded” More than 450,000 School Projects
  • 48.
  • 49. Email Subscriber Acquisition Process Online / Social Digital CPL DM Website Events / Referrals Partnerships Lead Nurturing Stream Database Lead Capture & Preferences/ Profiles CONVERSION FUNNEL Welcome EM DM Lead Scoring & Identification (Persona, High Value, & Class Code)
  • 50. Personalized Email Series Welcomes New Subscribers
  • 51. Pre-Cruise Cruise Post-Cruise Honeymoon Engagement Shopping Loyalty Royal Caribbean’s Pre-Cruise Emails Enhance the Experience “My Time Dining” Sent 14-89 days before departure “Shore Excursion” Sent 3-120 days before departure “You Set Sail” Sent 15-30 days before departure Royal Caribbean Life Cycle Email Strategy
  • 52. A Digital Marketing Success Story
  • 53.
  • 54. “We’re using technology that enables rich one-to-one relationships. Our entire company is built around making every interaction feel human.” Mobile Apps Keep Trunk Club Customers & Employees Connected  Trunk Club runs its personalized clothing service business entirely on Salesforce and the ExactTarget Marketing Cloud  Employee mobile app gives stylists insight into member’s dressing style, brand preferences, and sizes  Integrated sales, service & marketing provides unified view of the customer Member App Stylist App - Brian Spaly, CEO
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  • 57. Track: Personal Transformation & Growth #CNX14 @JoelBook
  • 58. NOW SERVING 1 SERVING has become the new SELLING
  • 59. The 1to1 Marketing Paradigm Understand the needs and expectations of individual customers and use that insight to personalize and optimize every interaction across online and offline channels.
  • 60. The 1to1 Marketing Paradigm Understand the needs and expectations of individual customers and use that insight to personalize and optimize every interaction across online and offline channels.
  • 61. The 1to1 Marketing Paradigm Understand the needs and expectations of individual customers and use that insight to personalize and optimize every interaction across online and offline channels.
  • 62. The 1to1 Marketing Paradigm Understand the needs and expectations of individual customers and use that insight to personalize and optimize every interaction across online and offline channels.
  • 63. Track: Personal Transformation & Growth #CNX14 Thanks! Joel Book Principal, Marketing Insights Salesforce ExactTarget Marketing Cloud @JoelBook