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Marketing Cloud Cheat Sheet

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Product 

Marketing Cloud
One Liner The World's #1 Marketing Platform

Elevator Pitch Salesforce Marketing Cloud is the


world’s #1 MarketingPlatform that
enables you to know your
consumer,personalize with intelligence,
and engage across the entire journey.

Differentiators > One Platform


> Real-time Interaction- Ease of Use-
Cloud Leader
Discovery Questions Are they an existing Salesforce
customer?
1. What are your business and marketing
initiatives for the next 12-18 months? (+
are there any upcoming events /
deadlines driving these?) 

2. Are these initiatives funded? (+ whose


budget is this coming out of?)

How It's Sold


Journey Builder Interaction Studio 
Cross-Channel Consumer Engagement Interaction Studio is a Real Time
at scale Interaction Platform that delivers
the next best action across every
owned channel

Journey Builder enables customers to Interaction Studio allows marketers


create 1-to-1 cross-channel campaigns. to orchestrate contextually relevant
marketing across online and offline
touchpoints for true personalization
at scale. Companies can also utilize
journey analytics to understand the
consumer experience at a deeper
level by visualizing the complete
journey across the lifecycle.

> Part of the Salesforce Customer > Complete omnichannel RTIM


Success Platform platform
> Unites marketing, commerce, sales, > Lifecycle insights across entire
and service in the overall Customer lifecycle
journey to increase engagement and > Native integation to Sales Cloud,
satisfaction. Service Cloud, Marketing Cloud and
> Enables marketers to communicate Commerce Cloud
seamlessly across email, SMS, push > Quick TTV-Quick to stand-up (4-8
notifications, ads, web landing pages, weeks), no custom dev required
and apps
> Continually adjust customers’ paths
based on AI-powered consumer
engagement
1. How do you manage multichannel 1.How is your company handling
marketing touch points? personalization across channels for
your customers?
2. How do you ensure the best 2. How are you tracking and acting
customer experience across all on real time insights?
marketing touchpoints and channels? 3. How are you visualizing, checking
and optimize critical lifecycle stages
for maximum conversion?
4.How are you validating offer
eligibility for customers?

• Add-on to Email Studio• Included in • Stand-alone• Add-on to Journey


MC Pro, Corp, and Enterprise edition Builder 
Salesforce DMP Salesforce Data Studio
Data Management Platform that Salesforce Data Studio (formerly
captures, analyzes and activates known as "Link") is a data
consumer data sharing platform for marketers,
brands and publishers

With Salesforce DMP, customers can Salesforce Data Studio allows


unify all of their data assets; enrich that marketers to expand their reach,
data with powerful second- and third- discover new audiences and
party sources; gain deep insights into supercharge their DMP. Brands
their customers' needs; and drive more and publishers use it to safely
personalized experiences and better share and provision their owned
results in messaging, commerce, service, data with permissions to drive
and more. incremental revenue.

> Forrester's "undisputed leader" in 2017 > Trust & Provisioning of Specific
DMP Wave  Use Cases within the DMP -
> Largest 2nd party data ecosystem Agnostic/Technology Based
through Data Studio  Business Model
> Largest cross-device consumer reach > Largest Footprint of Premium
and visibility, seeing over 5B unique 2P Data Owners (Marketers and
browsers and devices a month Publishers)
> Supercharges the DMP with 2P
Data
1. What is your current digital advertising 1. What are your goals in using
spend? the DMP, especially
understanding and growing your
2. How do you manage, track, and audience?
optimize your digital advertising? 2. In what platform do you buy
data for insights and targeting,
and how much do you spend?
3. What kind of customer data
do you own, and do you
encounter obstacles to
monetizing it?

• Stand-alone available. Fit for companies Stand Alone or complement to


with at least $15 million annual digital Salesforce DMP
advertising spend
Email Studio Mobile Studio
Build and manage personalized Mobile Messaging for SMS, MMS,
email campaigns at scale mobile app engagement and chat
app messaging

Email Studio enables Mobile Studio is a mobile marketing


organizations to power data- solution that creates immediate and
driven email marketing to drive relevant customer engagement
customer engagement, through text, push, and chat app
increase sales, and improve messaging.
ROI at scale.

> Delivery at scale > Maintains the SMS code provider


> Native integration with DMP, relationship so you don't have to
Sales Cloud and Service Cloud >Cross-channel mobile marketing
> Predictive capabilities > Drive mobile app engagement
(Einstein)  > Geolocation technology for 1-to-1
conversations on group message
apps 
1. What types of emails are you 1. How do you currently market to
sending to customers today customers or prospects on their
(transactional, promotional, mobile device?
onboarding)?
2. If you have a mobile app, how
2. How is email marketing seen often do you run mobile campaigns?
within the organization? A
revenue driver? Retention
tool?

• Stand-alone• Integrates with • Add-on to Pro package (for


Sales Cloud and Service Cloud MobileConnect)• Included in MC
Corp and Enterprise edition
Advertising Studio Social Studio
CRM Powered Digital Advertising Social Studio provides a single place
for publishing, engagement,
listening, and social customer
service

Advertising Studio allows companies to Social Studio gives marketers and


activate their customer data in customer care professionals a
Salesforce to securely power digital scalable way to connect with their
advertising at scale across search, social, customer and prospects on social
video, and display. media connecting social to sales,
service, pr and marketing.

> Use CRM data to reach customers and > The only social platform with a
lookalikes across Facebook, Google, native connection to Service Cloud
Instagram, Twitter, LinkedIn, mobile, and and Sales Cloud
display > Ability to automate social
> Launch ads and integrate advertising listening, analyzing, publishing,
with the entire marketing Cloud journey engaging and tracking social
from journey builder campaigns and conversations on a
> Coordinate Lead Generation and single platform
orchestrate advertising with nurture
programs and sales
> Build Your data Asset but uniting CRM
+ Salesforce DMP to power ads
1. What is your annual spend in digital 1. How do you track conversations
advertising? (Google, Facebook, etc.)  about your brand, competitors, and
industry on social media?
2 . What are your primary business goals
for advertising and email? (acquisition, 2. How do you track and respond to
reengagement, lead gen) a customer complaint made on
social media?
3. Do you face any challenges connecting
other marketing channels with
advertising?

• Add-on to Email Studio (can be added • Stand-alone connects to Sales


to MC Pro, Corp, Enterprise, and Basic Cloud and Service Cloud
edition)• Stand-alone can be added to
SalesCloud Enterprise or Unlimited
editions to be used with Pardot, ABM,
and Sales Cloud data
Industry Financial Services
MC Industry Chatter GroupMC  - Financial Services

First Call Deck Salesforce Marketing Cloud is the


world’s #1 MarketingPlatform that
enables you to know your
consumer,personalize with intelligence,
and engage across the entire journey.

How Its Sold > One Platform


> Real-time Interaction- Ease of Use-
Cloud Leader

Key Sales Plays Are they an existing Salesforce


customer?
1. What are your business and
marketing initiatives for the next 12-18
months? (+ are there any upcoming
events / deadlines driving these?) 

2. Are these initiatives funded? (+


whose budget is this coming out of?)

How It's Sold


HLS Retail
Cross-Channel Consumer Engagement Cloud: Selling Marketing Cloud
at scale
Updating in Q4 Updating in Q4

> Part of the Salesforce Customer > Complete omnichannel RTIM


Success Platform platform
> Unites marketing, commerce, sales, > Lifecycle insights across entire
and service in the overall Customer lifecycle
journey to increase engagement and > Native integation to Sales Cloud,
satisfaction. Service Cloud, Marketing Cloud and
> Enables marketers to communicate Commerce Cloud
seamlessly across email, SMS, push > Quick TTV-Quick to stand-up (4-8
notifications, ads, web landing pages, weeks), no custom dev required
and apps
> Continually adjust customers’ paths
based on AI-powered consumer
engagement

1. How do you manage multichannel 1.How is your company handling


marketing touch points? personalization across channels for
your customers?
2. How do you ensure the best 2. How are you tracking and acting
customer experience across all on real time insights?
marketing touchpoints and channels? 3. How are you visualizing, checking
and optimize critical lifecycle stages
for maximum conversion?
4.How are you validating offer
eligibility for customers?
Consumer Goods Travel & Hospitality
Cloud: Selling Marketing Cloud Cloud: Selling Marketing Cloud

CG First Call Deck Updating in Q4

> Forrester's "undisputed leader" in 2017 > Trust & Provisioning of Specific
DMP Wave  Use Cases within the DMP -
> Largest 2nd party data ecosystem Agnostic/Technology Based
through Data Studio  Business Model
> Largest cross-device consumer reach > Largest Footprint of Premium
and visibility, seeing over 5B unique 2P Data Owners (Marketers and
browsers and devices a month Publishers)
> Supercharges the DMP with 2P
Data

1. What is your current digital 1. What are your goals in using


advertising spend? the DMP, especially
understanding and growing your
2. How do you manage, track, and audience?
optimize your digital advertising? 2. In what platform do you buy
data for insights and targeting,
and how much do you spend?
3. What kind of customer data
do you own, and do you
encounter obstacles to
monetizing it?
Media & Comms
Cloud: Selling Marketing Cloud

Media & Comms Resource


Deck

> Delivery at scale > Maintains the SMS code provider


> Native integration with DMP, relationship so you don't have to
Sales Cloud and Service Cloud >Cross-channel mobile marketing
> Predictive capabilities > Drive mobile app engagement
(Einstein)  > Geolocation technology for 1-to-1
conversations on group message
apps 

1. What types of emails are you 1. How do you currently market to


sending to customers today customers or prospects on their
(transactional, promotional, mobile device?
onboarding)?
2. If you have a mobile app, how
2. How is email marketing seen often do you run mobile campaigns?
within the organization? A
revenue driver? Retention
tool?
> Use CRM data to reach customers and > The only social platform with a
lookalikes across Facebook, Google, native connection to Service Cloud
Instagram, Twitter, LinkedIn, mobile, and and Sales Cloud
display > Ability to automate social
> Launch ads and integrate advertising listening, analyzing, publishing,
with the entire marketing Cloud journey engaging and tracking social
from journey builder campaigns and conversations on a
> Coordinate Lead Generation and single platform
orchestrate advertising with nurture
programs and sales
> Build Your data Asset but uniting CRM
+ Salesforce DMP to power ads

1. What is your annual spend in digital 1. How do you track conversations


advertising? (Google, Facebook, etc.)  about your brand, competitors, and
industry on social media?
2 . What are your primary business goals
for advertising and email? (acquisition, 2. How do you track and respond to
reengagement, lead gen) a customer complaint made on
social media?
3. Do you face any challenges connecting
other marketing channels with
advertising?
Marketing Cloud Sales
Email, Mobile, Web $4,800.00

Social Studio Salesforce Marketing Cloud is the


world’s #1 MarketingPlatform that
enables you to know your
consumer,personalize with intelligence,
and engage across the entire journey.

Are they an existing Salesforce


customer?
1. What are your business and
marketing initiatives for the next 12-18
months? (+ are there any upcoming
events / deadlines driving these?) 

2. Are these initiatives funded? (+


whose budget is this coming out of?)

How It's Sold


Cross-Channel Consumer Engagement $45,000.00
at scale
$48,000.00 $144,000.00

1. How do you manage multichannel 1.How is your company handling


marketing touch points? personalization across channels for
your customers?
2. How do you ensure the best 2. How are you tracking and acting
customer experience across all on real time insights?
marketing touchpoints and channels? 3. How are you visualizing, checking
and optimize critical lifecycle stages
for maximum conversion?
4.How are you validating offer
eligibility for customers?

$240,000 n/a
$300,000 $396,000

$480,000.00 n/a

1. What is your current digital 1. What are your goals in using


advertising spend? the DMP, especially
understanding and growing your
2. How do you manage, track, and audience?
optimize your digital advertising? 2. In what platform do you buy
data for insights and targeting,
and how much do you spend?
3. What kind of customer data
do you own, and do you
encounter obstacles to
monetizing it?

$240,000 n/a
> Delivery at scale > Maintains the SMS code provider
> Native integration with DMP, relationship so you don't have to
Sales Cloud and Service Cloud >Cross-channel mobile marketing
> Predictive capabilities > Drive mobile app engagement
(Einstein)  > Geolocation technology for 1-to-1
conversations on group message
apps 

1. What types of emails are you 1. How do you currently market to


sending to customers today customers or prospects on their
(transactional, promotional, mobile device?
onboarding)?
2. If you have a mobile app, how
2. How is email marketing seen often do you run mobile campaigns?
within the organization? A
revenue driver? Retention
tool?
> Use CRM data to reach customers and > The only social platform with a
lookalikes across Facebook, Google, native connection to Service Cloud
Instagram, Twitter, LinkedIn, mobile, and and Sales Cloud
display > Ability to automate social
> Launch ads and integrate advertising listening, analyzing, publishing,
with the entire marketing Cloud journey engaging and tracking social
from journey builder campaigns and conversations on a
> Coordinate Lead Generation and single platform
orchestrate advertising with nurture
programs and sales
> Build Your data Asset but uniting CRM
+ Salesforce DMP to power ads

1. What is your annual spend in digital 1. How do you track conversations


advertising? (Google, Facebook, etc.)  about your brand, competitors, and
industry on social media?
2 . What are your primary business goals
for advertising and email? (acquisition, 2. How do you track and respond to
reengagement, lead gen) a customer complaint made on
social media?
3. Do you face any challenges connecting
other marketing channels with
advertising?

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