KYC Marketing Automation Part - 1
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The document outlines the importance of marketing automation (MA) in enhancing sales processes, improving customer experience, and increasing efficiency in lead management. It details the capabilities of Salesforce Pardot and Marketing Cloud, highlighting tools for lead nurturing, segmentation, and personalized engagement across various digital marketing channels. Additionally, it discusses when organizations should adopt MA and the benefits it brings to both marketing and sales functions.
KYC Marketing Automation Part - 1
- 1. New Delhi SF Developer group SF Marketer Group-Pardot, Gurgaon
- 3. KYC: Marketing Automation Part-1 KYC: Marketing Automation Part-2 Learn about What and Why of Salesforce Marketing automation Roadmap to Marketer's success and challenges to overcome
- 4. Agenda o Marketing evolution o Evolve as a Marketer o What is Marketing Automation? o Marketing Automation Process o CRM vs Marketing Automation o Digital Marketing Activities managed by MA software o What information does MA track? o MA for a Marketing user o MA for a Sales user o Salesforce Pardot o Salesforce Marketing Cloud o When do organizations need MA o Benefits of using MA o Q&A o Get, set, Kahoot!
- 5. Marketing evolution Word of mouth Mass media marketing Digital marketing Intelligent marketing
- 6. Evolve as a Marketer Deliver better customer experience Build personalized engagements Close more deals faster Data driven decisions
- 7. What is Marketing Automation? • Identify potential customers • Automate the lead nurturing process • Make the leads to be sales-ready • Improves the efficiency of the sales funnel • Deliver better customer experiences
- 8. Marketing Automation Process Move to Sales process Lead Generation Lead segmentation & nurturing Lead scoring & qualification Anonymous Visitor Visitor activity tracking Converted to Prospect in database Lead segmentation Lead Scoring Landing page content Email marketing Social media marketing
- 9. CRM vs Marketing Automation • Sales-focused • Improves sales productivity • Convert sales qualified leads (SQLs) into customers • Understand leads preferences • Marketing-focused • Prioritise valuable leads • Generates marketing qualified leads (MQLs) • Track visitor/prospect activities Marketing Automation CRM
- 10. Digital Marketing Activities managed by MA software B2C journeys Email marketing Social media marketing Mobile messaging Digital advertising B2B marketing automation
- 11. What information does MA track? • Volume of downloads • Time spent on a page • How do visitors reach your website • Which pages visitors often visit • At what time site is most visited
- 12. MA for a Marketing user • Helps with lead generation • Manage your leads strategically • Deliver dynamic and personalized content to engage leads • Design and manage your marketing campaigns • Align the Sales& Marketing teams for seamless experience • Report on ROI
- 13. MA for a Sales user • Identify and prioritize the hottest leads • Understand leads’ requirement • Focus more on quality leads • Close more deals faster • Increase overall sales productivity
- 14. Salesforce Pardot Built on the World’s #1 Salesforce CRM Increase lead generation Create meaningful email campaigns Nurture leads across every stage of the customer journey Score leads based on their engagement Segment leads based on collected information Make data-driven decisions Move MQLs to sales funnel Analyze campaign ROI
- 15. Salesforce Marketing Cloud Deliver the right message to the potential audience at right time across channels Journey Builder: Build 1-to-1 customer journeys across all channels Email Studio: Design personalised email campaigns Mobile studio: Personalize mobile interactions including SMS, push notifications, and chat messaging Ad studio: Target and re-engage customers with 1-to-1 advertising using your CRM data to acquire Social Studio: Create, monitor and schedule social content tailored to specific social networks Web Studio: Create landing page and Smart Capture Block Form customized to requirements Achieve intelligent marketing with Salesforce Einstein AI
- 16. When do organizations need MA • Need to automate manual efforts • Align marketing and sales activities • Maintaining CRM data to store and manage leads and contacts information • Business gains value based on content marketing • Already using email marketing • Looking to deliver seamless customer experience
- 17. Benefits of using MA Customer
- 19. Get, set