2. 2016 Roadmap Themes
Analytics &
Insights
Next Gen
Account Based
Marketing
Enhanced
Enterprise
Experience
Mobile
Engagement
Marketer Experience
Predictive
Content
3. Address Enterprise Concerns
• Does it scale/perform?
• Does it fit/work within our technology
environment?
• Is it compliant/secure?
• Is it easy to deploy, use and maintain?
Enhanced
Enterprise
Experience
4. Custom
Objects N:N
WINTER 2016
MKTO
People
Course
Catalog
Enrollment
1:N - show me the courses each person took
Lead ID Course ID Course Name
100 101 Basic Math
100 102 Advanced Math
150 101 Basic Math
N:N - Show me all the people that enrolled in Basic Math….so that
I can upsell them to a new Math class
23. Mobile
Engagement
• Engage customers on mobile
devices
• Create highly personalized
campaigns based on user behavior
or app actions
• App development team not required
Enterprise - continue to support the enterprise by taking our platform to the next level, and addressing the needs of the growing enterprise
Analytics & Insights - re-imagining of what Marketing Analytics ought to be for today's (and tomorrow's) digital Marketers based on the past 7 years of learning and how our marketers and marketing has evolved
ABM - Help marketers
Target high-value named accounts and existing customers
Engage them across channels
Generate more sales from them
Predictive Content - Listen everywhere and enage anywhere powered by machine learning will help marketers maximize bottom line results by leveraging their marketing assets and audience data
Mobile Engagement – continuation of what we started last year. Leverage cross channel data (web, email, social, mobile) to create and send personalized messages through the mobile channel
Marketer Experience – Improved and delightful experience for marketer’s through innovation on the core
Addressing both the B2B and the B2C
What
Quick/ Mass operation – No draft
Support compliance needs
Audit trail
Enterprise scale
Universal ID to support multiple systems
Performance and scalability
Our ability to model our customers business and leverage the data for upsell opportunities
Whether there business is cars, courses, patients or products
Udacity – everyone who has taken a Math course and we want to upsell them to another new type of course
Fully API enabled
Triggering off of changes to custom objects will be in a future release
Custom objects will show up in middleware such as Informatica
Examples:
Can run upsell campaigns easily, for example Give me everyone who bought the basic version of product X and used it 25 times in the past month.
Critical for the enterprise as they need the ability to perform mass operations
The problem today is that the marketer has to approve blocks of assets, one page at a time, and is not efficient at all.
Why ? In big organizations they usually have few instances of Marketo and they would like to switch between these instances in a very easy way as well as leverage the same ID instead of memorizing few
Any org would like to be able to get full details on past operation. This may be for its own needs or for compliance reasons in enterprise.
2 use cases we are solving for, what it is not.
TRANSITION TO SCOTT BEFORE CLICKING
8b 2014
4b 2013
There are three main customer and product goals for Analytics and Insights Next Gen….....
Enable Marketers quick and easy access to highly visual Summaries (aka, Dashboards) zoomed out to an Executive/CMO level or zoomed into a specific Marketing Program success -- Think of helping Marketers quickly assess what is happening across different Marketing functions and activities.
”Conversation with their data" through powerful, highly scalable responsive and Interactive Exploration Tools –
BI tool for the mere mortal, and designed for Marketers.
Includes multi dimensional filtering. Email Explorer will be the first of these tools to launch.
Guided Exploration - Through Data Science and statistical anomaly detection, guide the Marketer to data-driven Insights that are most significant and impactful.
For the power user, manage Customized Reports to answer very specific or more sophisticated business questions,
delivered offline when ready, or on a recurring basis --
without the frustration of having to wait for a report to return in their browser or mobile app. Reports are delivered when complete.
Descriptive Analytics
Help marketers target high-value named accounts and existing customers , engage them across channels and generate more sales from them.
Manage –
Work with an account-centric data model -
Discover accounts from lead database
Group accounts for targeting e.g. Lighthouse Accounts, Top 10 Retail Accounts etc.
Associate People to corresponding accounts (Marketo leads, CRM leads, Contacts)
Engage –
Target and nurture accounts or a group with personalization across channels (e.g. web, email, PPC, mobile, event)
Monitor –
Roll-up activities including anonymous activities at an account level
Account based scoring
ABM Insights to measure ROI
Sales team access to relevant ABM insights
Listen and engage powered by machine learning helps the marketer maximize bottom line results and
Predictive Content for Web already in-market
Predictive Content for Email targeted for H2 2016
Predictive within Email – using a predictive algorithm to determine blocks of content to recommend in an email.
For example, we can recommend
What this is not is Predictive “as an email” or predictive within Lead nurturing (best email to send within or outside of a lead nurturing track)
Leverage firmographic and behavioral data to recommend
Combines web listenting into the email response
Future we will look at how we can use machine learning to enhance the customer engagement engine or just standard email
new Ad unit type that allows a marketer to specify a set of questions to capture additional lead information within the Ad Unit without leaving Facebook
Automatically create/update lead records in Marketo from Lead Ad form completion
Custom mapping of answers in Lead Ad Forms to lead attributes
Trigger follow up actions using new activity type
Fills out Facebook Lead Ads Form
Instead of having to create their own responsive email templates (or pay for a design agency or services engagement), customers will be able to take advantage of a collection of pre-built templates for use in Marketo. Free.
Rather than preview templates one-by-one in new windows, customers will see dynamically generated thumbnails of their templates to speed up the email creation flow.
Template developers will leverage a richer, Marketo-specific HTML syntax when coding new email templates. This gives developers extensive control over what editing functionality is exposed in the Email Editor. This new syntax will also be much more familiar to developers that are already building templates for other platforms like MailChimp, StampReady, Hubspot, CampaignMonitor, etc.
Marketers that don’t wish to use Marketo’s Email Editor WYSIWYG will have a fully-functional HTML code editor available to them from within our Email Editor. Paste in your code and be on your way.
Marketers can now use a WYSIWYG Template Editor to update/modify templates. If simple template changes are needed, users no longer need to be fluent in HTML/CSS.
Recurring content that is used over-and-over again will be centrally defined. Brand colors, logos, addresses, and more should be represented in one location and available for use across Marketo. This avoids having to define this content at the template level, which causes painful update workflows.
Basic email editing options are missing! Uploading images to use in an email, specifying an email pre-header, inserting emojis should be a breeze.
Listen deeply, and speak across all channels
Speak more strongly - could onl
Create in-app messages that can be triggered by specific actions or personalized based on user behavior that allows mobile marketers to deliver tailored experiences inside their mobile app for each customer.