introducing the next version of exacttarget salesforce integration
DESCRIPTION
The integration of Salesforce CRM and the ExactTarget Marketing Cloud allows marketers to leverage their Salesforce CRM data to deliver relevant, personalized conversations to grow customer lifetime value. In this webinar you'll hear about the latest version of the integration and upcoming plans. Plus, hear from PHH Mortgage and how their email marketing efforts are growing with this new solution.TRANSCRIPT
Introducing the Next Version of the ExactTarget Salesforce Integration
May 14th, 2014
Our Agenda
• Overview of the Salesforce integration
• Key themes for marketers
• Customer stories
• Live demo
• Darcy McNiff @ PHH Mortgage
A Decade of Salesforce.com + ExactTarget
1,000+Customers have
integrated ExactTarget and
Salesforce
Spring 2014
The latest version
launches
Salesforce + ExactTargetDrive targeted and relevant messages using Salesforce as your system of record
Single Viewof the Customer
Customer Journey
Optimized Content
Manage the Enterprise
ProductIntegration
Single Viewof the Customer
WEB ANALYTICS
WEB ANALYTICS
WEB ANALYTICS
WEB ANALYTICS
BUSINESS PROCESSES
BUSINESS PROCESSES
BUSINESS PROCESSES
SOCIAL MEDIA DATA
WEB ANALYTICS
DATA WAREHOUSES
DATA WAREHOUSES
DATA WAREHOUSES PURCHASE DATA
BUSINESS UNITS
INFORMATION SYSTEMS
CRM
PURCHASE DATA
POS
POS
CRM
PURCHASE DATA
CRMPURCHASE DATA PURCHASE DATA
Understanding your Customers
• Demographics• Music preferences• Tickets purchased - concerts
& shows attended• Frequent venues
Single View of a Live Nation Customer
Real-time Salesforce Data for Every Send
Single Viewof the Customer
Customer Journey Optimized Content
Manage the Enterprise
ProductIntegration
PURCHASER
RESPONDS TO: LAST PURCHASE:
NON-PURCHASER
TODAY
Brian
Goal-Oriented Customer Journeys
OneAmerica: Keeping Promises to Achieve Your Goals
OneAmerica Financial Partners, Inc. is a carrier offering life insurance, annuities, and retirement planning.
Salesforce integrated customer since 2008
Managing the journey for new producers
“We take more orders than ever with Salesforce.”Buddy Valastro, President & CEO, Carlo’s Bakery
Results: 1. 50% decrease in time for new producers to submit business
2. $21,000+ saved in printing and postage for new producer kits
3. 200 man hours saved by automating this program
Driving Results with a 1:1 Onboarding Process
Plan OptimizePersonalize
Manage the Entire Journey
AVAILABLE Q4
Introducing Journey Builder
Single Viewof the Customer
Customer Journey Optimized Content
Manage the Enterprise
ProductIntegration
New York Public Library: Inspire Lifelong LearningThe New York Public Library is the nation’s largest public library system, with 88 neighborhood branches and 8 million patrons per year
More than 51 million items managed
Also providing extensive events, job training, digital tools etc.
Buddy Valastro, President & CEO, Carlo’s Bakery
Drive Interest with Dynamic Content
• Combination of curated top picks and automated content
• Dynamic event recommendations from 90+ locations• Conditional content with special benefits for donors
Mobile Email for Mobile Customers
Single Viewof the Customer
Customer Journey
Optimized Content
Manage the Enterprise
ProductIntegration
Manage the Enterprise
Reed Exhibitions: Global Events Organizer
Reed Exhibitions is the world’s leading events organizer, with a growing portfolio of 500 events in 41 countries
More than 3000 staff members worldwide
Over 7 million event participants each year
Buddy Valastro, President & CEO, Carlo’s Bakery
Global & Coordinated Marketing
• Worldwide adoption of 144 integrated accounts
• Send in multiple languages• Empower every staff member• Event/tradeshow promotions with
personalized emails
Single Viewof the Customer
Customer Journey
Optimized Content
Manage the Enterprise
ProductIntegration
Demo
PHH Mortgage is one of the top 10
originators of retail residential mortgages in
the United States, providing mortgage
outsourcing solutions to clients, as well as
home financing directly to consumers. • Based in Mount Laurel, NJ
• Salesforce integrated since September 2013
• ExactTarget Email application customer since May 2012
PHH Mortgage: Comprehensive Mortgage Solution Provider
How Did We Do It?
• Real estate agent info automatically added to Salesforce
• ExactTarget dynamically adds the correct brand and mortgage advisor
• Provided near real time subscriber behavior to Mortgage Advisors through integrated tracking results on contact record.
What were the results?
• 30% Open Rate! • vs. the industry average of 22%
• Increased user adoption – Mortgage Advisors love it
• Advisors engage in the process to suggest future topics
• Fantastic user experience for sending directly to reports and individual contacts
Personalized, Targeted, Effective
Resources
Please visit:
• help.exacttarget.com for information about all versions of the Salesforce integration
• YouTube – “ExactTarget Marketing Cloud Salesforce Integration” video
Questions?Please type questions in the chat panel to ‘All Panelist'
Upcoming Webinars:
http://www.exacttarget.com/resource-center/webinars Register:
May 22ndBest Practices in Guided Selling
June 12thBringing You Close to Your Social Customer
Ignite yourDigital Marketing
Text “SPARK” to 38767
*Msg&Data Rates Apply. Get 1msg/week. HELP for help. STOP to Stop. T&Cs avail at http://pages.exacttarget.com/etsmshelp/
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