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Key Factors in Selecting a
 Marketing Automation
 Solution – A Customer
 Perspective
• Dell Cloud Business Applications
• October 25, 2012
Agenda

• Introduction
• Guest Speaker – Scott Crawford, VP Sales, emotive
• Host – Bill Odell, Dell Cloud Business Applications
• Q&A
• Helpful Resources




2                                        Dell Cloud Business Applications
Asking a Question

    To ask a question, open the Questions bar in your control
     panel, type your question and submit it anytime during
                        the presentation




    This Webinar is being recorded and a replay link will be
                   emailed to all registrants




3                                             Dell Cloud Business Applications
Today’s Webinar Panelists
          Presenter: Scott Crawford
          VP Sales and Business Development



          @crawfdog


          Host: Bill Odell
          Sr. Marketing Director


          @bodel
4                                  Dell Cloud Business Applications
enabling new systems of engagement for the mobile enterprise
emotive – the end to end solution to mobilize the enterprise

Your mobile applications                                                                 Your enterprise applications




 emotive client                           emotive cloud                              emotive connect
 • native device access                   • geo scale data cache                     • service based integration 
 • web development model                  • message management                       • mobile data objects
 • push application messaging             • user, data, app management               • security


                          Emotive Confidential – Do not copy, repurpose, or distribute
customers leverage emotive to build the following mobile apps



   contextual              emotive pushes messages and 
                           tasks to your device based on your 
   applications            current context




                          emotive apps leverage the cloud 
   cloud                  to carry out data consolidation
   applications           and heavy computation




   composite              emotive combines tasks from 
                          multiple systems of record 
   applications           into enterprise mashups



                 Emotive Confidential – Do not copy, repurpose, or distribute
emotive charter customers
 • Supply Chain ISV
    – Mobile sales. Salesforce (live)
    – OEM with Application (in test)
 • Real Estate Investment Firm
    – Site inspections. Force.com
 • Development Platform ISV
    – Project tracking and alerts. CollabNet.
 • Large Insurance Firm
    – Policy management. ACORD.
 • eProcurement ISV
    – Invoice tracking. Custom .NET application. BizTalk.
 • Global Apparel Manufacturer / Retailer
    – Logistics. SAP, Tradecard, GT Nexus
 • Global Construction Equipment Manufacturer
    – Logistics. GT Nexus
 • emotive
    – We’re 100% mobile. Sales, service, operations. 
    – Mobile apps for Salesforce, Basecamp, Zendesk, emotive operations
                  Emotive Confidential – Do not copy, repurpose, or distribute
global apparel manufacturer: mobilizing logistics 


                                                                 •    Use case scenario
                                                                        – Receive Shipment 
                                                                          Information
                                                                        – File Damaged Shipment 
                                                                          report
                                                                        – GT Nexus drives the business 
                                                                          process
                                                                 •    Benefits for customer
                                                                        – Tracking of shipment status
 Scan Barcode    Photograph               Record Location               – Can save millions $ in re‐
                                         and capture notes                routing and avoiding hold 
                  Damage
                                                                          ups
                                                                        – Visibility into exceptions in 
                                                                          real‐time to take action
                                                                        – Collection of data quickly on 
                                                                          site and with less error




                 Emotive Confidential – Do not copy, repurpose, or distribute
real estate asset manager: mobile management for property assessors

                                                                            •     Use case scenario
                                                                                   – Property List Lookup
                                                                                   – Displays as Maps view
                                                                                   – View property details
                                                                                   – Photo of Property
                                                                                   – Site survey
                                                                                   – CapEx notification 
                                                                                     (push)
                                                                                   – CapEx Adjustment
                                                                            •     Benefits for customer
   Property List    Site Survey                 CapEx Adjustment
                                                                                   – Real time access to site 
                                                                                     data and GPS routing
                                                                                   – Reduced out of hours 
                                                                                     work for assessors 
                                                                                   – Collection of picture 
                                                                                     data on site 
                                                                                   – Better user experience



                   Emotive Confidential – Do not copy, repurpose, or distribute
planned task offerings by business function


  Functional Area                     Tasks
  Sales                               Forecast update, customer status
  Marketing                           Competitive win/loss, real‐time feedback, closed loop
  Supply Chain/Logistics              Location and status, real‐time adjustments
  Finance                             Cash, AP, AR, etc
  Human Resources                     Employee lookup, vacation/sick request
  Resource Planning                   Scheduling dashboard
  Business Intelligence               Executive dashboard, metrics alerts
  Asset Management                    Plant Management status
  Inventory Management                Supply dashboard
  Shipping                            Transport Dispatch or real time location
  Claims                              Status, escalate, fraud
  CRM                                 Severity  1, customer impact analysis


                      Emotive Confidential – Do not copy, repurpose, or distribute
Business Challenges

  • limited resources
  • leverage automation to reduce manual tasks
  • leverage scalable automation
  • acquisition targets
      • developers
      • IT executives
      • partners
      • line of business
  • end to end process 
      • inquiries
      • qualified leads
      • opportunities
      • closed deals
      • track and convert – measure along the way
Business Challenges

  • form management
      • trial
      • contact me form
  • lead scoring
  • lead nurturing
  • integration with SFDC
  • identifying and track suspects
      • turn into prospects
      • turn into leads
      • turn into opportunities
      • close business
      • grow business
Requirements of Marketing Automation Solution


   • marketing automation space is crowded
      • enterprise solutions require deep expertise
      • simple email systems (no lead scoring/drip nurture)
      • point solutions that could be cobbled together if we had 
        the time and resources
   • marketing automation Solution needed to have:
      • straightforward:
          • form management
          • lead scoring
          • drip campaigns / nurturing 
      • out‐of‐the‐box
          • integration with salesforce.com
          • integration with third‐party tools (Google Analytics)
      • easy to learn and use ‐ limited resources
Why Dell


 • familiar with Dell
     • developing partnership
     • one‐stop‐shop for cloud applications for SMB companies
 • one contract to acquire both software and services
 • Dell’s bundled services and tight partnership with Pardot
     • limited resources
     • knowledgeable support to match solution
 • Dell and Pardot focus is on making SMBs successful 
     • commitments from both
     • clear that we would continue to support the partnership
 • monthly payments through Dell ‐ manage cash
Implementation Process

 • short window
     • company launch just weeks away
     • could not afford extended implementation process
     • we needed to get up and running right away 
 • initial deliverables
     • form and page integration
     • analytics integration 
     • out‐of‐the‐box lead scoring
     • integration with Salesforce (strong suit of Dell and Pardot)
 • availability
     • incredibly flexible
     • knowledgeable
     • easy to work with
     • actions matching commitment ‐ they want us to succeed
What’s In The Future

 •   deploy email drip and nurturing campaigns
 •   include collateral
 •   refine lead scoring
 •   leverage Pardot additional capabilities
 •   MEASURE
       • we are starting with educated guesses
       • measuring progress
       • QUICKLY adapting as we learn
       • REQUIRES
          • nimble
          • scalable
          • low overhead
The Dell Cloud Business
Applications Advantage



18
Complete Front Office Automation Solution
Maximize Customer Lifetime Value
     Marketing                   Sales                           Finance                     Service

         Leads   Opportunities   Quotes        Orders     Invoices           Collections          Support




                                  Up-Sell/Cross-Sell

                                                                     Boomi
                                                                Accounting/ERP
                                                                  Integrations




                                          Dell Services


     •    Complete best-of-breed solution from a trusted provider
     •    Single point of contact for all implementation, training,
          support, and vendor management
     •    Start where it makes sense for your business and add as you
          grow
19                                                                    Dell Cloud Business Applications
Rapid Time to Value, Customer Success
Comprehensive services from a trusted partner




      Pre-packaged
                               End-to-end support             Flexible Financing
     implementations

 • Turnkey implementation      • Single point of contact     • Monthly billing
   packages for Salesforce       for all assistance          • Pay by credit card
 • Best practices consulting   • Support portal and          • Financing through
                                 community                     Dell Financial Services
                               • Training, tutorials, and
                                 knowledge libraries




20                                                          Dell Cloud Business Applications
Q&A


21
Helpful Resources

     emotive
     www.emotive.com



     Dell Cloud Business Applications Website:
     www.dellcloudapplications.com/solutions/marketing-automation

       – White Paper: Automate Lead Scoring and Nurturing for
         Better Lead Conversion

       – Marketing Automation Demo

       – Marketing Automation Buyer’s Guide

22                                                Dell Cloud Business Applications
Thank you
                Dell Cloud Business Applications
                        1-877-857-2364



www.dellcloudapplications.com

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Key Factors in Selecting a Marketing Automation Solution – A Customer Perspective

  • 1. Key Factors in Selecting a Marketing Automation Solution – A Customer Perspective • Dell Cloud Business Applications • October 25, 2012
  • 2. Agenda • Introduction • Guest Speaker – Scott Crawford, VP Sales, emotive • Host – Bill Odell, Dell Cloud Business Applications • Q&A • Helpful Resources 2 Dell Cloud Business Applications
  • 3. Asking a Question To ask a question, open the Questions bar in your control panel, type your question and submit it anytime during the presentation This Webinar is being recorded and a replay link will be emailed to all registrants 3 Dell Cloud Business Applications
  • 4. Today’s Webinar Panelists Presenter: Scott Crawford VP Sales and Business Development @crawfdog Host: Bill Odell Sr. Marketing Director @bodel 4 Dell Cloud Business Applications
  • 6. emotive – the end to end solution to mobilize the enterprise Your mobile applications Your enterprise applications emotive client emotive cloud emotive connect • native device access • geo scale data cache • service based integration  • web development model • message management • mobile data objects • push application messaging • user, data, app management • security Emotive Confidential – Do not copy, repurpose, or distribute
  • 7. customers leverage emotive to build the following mobile apps contextual  emotive pushes messages and  tasks to your device based on your  applications current context emotive apps leverage the cloud  cloud  to carry out data consolidation applications and heavy computation composite  emotive combines tasks from  multiple systems of record  applications into enterprise mashups Emotive Confidential – Do not copy, repurpose, or distribute
  • 8. emotive charter customers • Supply Chain ISV – Mobile sales. Salesforce (live) – OEM with Application (in test) • Real Estate Investment Firm – Site inspections. Force.com • Development Platform ISV – Project tracking and alerts. CollabNet. • Large Insurance Firm – Policy management. ACORD. • eProcurement ISV – Invoice tracking. Custom .NET application. BizTalk. • Global Apparel Manufacturer / Retailer – Logistics. SAP, Tradecard, GT Nexus • Global Construction Equipment Manufacturer – Logistics. GT Nexus • emotive – We’re 100% mobile. Sales, service, operations.  – Mobile apps for Salesforce, Basecamp, Zendesk, emotive operations Emotive Confidential – Do not copy, repurpose, or distribute
  • 9. global apparel manufacturer: mobilizing logistics  • Use case scenario – Receive Shipment  Information – File Damaged Shipment  report – GT Nexus drives the business  process • Benefits for customer – Tracking of shipment status Scan Barcode Photograph  Record Location  – Can save millions $ in re‐ and capture notes routing and avoiding hold  Damage ups – Visibility into exceptions in  real‐time to take action – Collection of data quickly on  site and with less error Emotive Confidential – Do not copy, repurpose, or distribute
  • 10. real estate asset manager: mobile management for property assessors • Use case scenario – Property List Lookup – Displays as Maps view – View property details – Photo of Property – Site survey – CapEx notification  (push) – CapEx Adjustment • Benefits for customer Property List Site Survey CapEx Adjustment – Real time access to site  data and GPS routing – Reduced out of hours  work for assessors  – Collection of picture  data on site  – Better user experience Emotive Confidential – Do not copy, repurpose, or distribute
  • 11. planned task offerings by business function Functional Area Tasks Sales Forecast update, customer status Marketing Competitive win/loss, real‐time feedback, closed loop Supply Chain/Logistics Location and status, real‐time adjustments Finance Cash, AP, AR, etc Human Resources Employee lookup, vacation/sick request Resource Planning Scheduling dashboard Business Intelligence Executive dashboard, metrics alerts Asset Management Plant Management status Inventory Management Supply dashboard Shipping Transport Dispatch or real time location Claims Status, escalate, fraud CRM Severity  1, customer impact analysis Emotive Confidential – Do not copy, repurpose, or distribute
  • 12. Business Challenges • limited resources • leverage automation to reduce manual tasks • leverage scalable automation • acquisition targets • developers • IT executives • partners • line of business • end to end process  • inquiries • qualified leads • opportunities • closed deals • track and convert – measure along the way
  • 13. Business Challenges • form management • trial • contact me form • lead scoring • lead nurturing • integration with SFDC • identifying and track suspects • turn into prospects • turn into leads • turn into opportunities • close business • grow business
  • 14. Requirements of Marketing Automation Solution • marketing automation space is crowded • enterprise solutions require deep expertise • simple email systems (no lead scoring/drip nurture) • point solutions that could be cobbled together if we had  the time and resources • marketing automation Solution needed to have: • straightforward: • form management • lead scoring • drip campaigns / nurturing  • out‐of‐the‐box • integration with salesforce.com • integration with third‐party tools (Google Analytics) • easy to learn and use ‐ limited resources
  • 15. Why Dell • familiar with Dell • developing partnership • one‐stop‐shop for cloud applications for SMB companies • one contract to acquire both software and services • Dell’s bundled services and tight partnership with Pardot • limited resources • knowledgeable support to match solution • Dell and Pardot focus is on making SMBs successful  • commitments from both • clear that we would continue to support the partnership • monthly payments through Dell ‐ manage cash
  • 16. Implementation Process • short window • company launch just weeks away • could not afford extended implementation process • we needed to get up and running right away  • initial deliverables • form and page integration • analytics integration  • out‐of‐the‐box lead scoring • integration with Salesforce (strong suit of Dell and Pardot) • availability • incredibly flexible • knowledgeable • easy to work with • actions matching commitment ‐ they want us to succeed
  • 17. What’s In The Future • deploy email drip and nurturing campaigns • include collateral • refine lead scoring • leverage Pardot additional capabilities • MEASURE • we are starting with educated guesses • measuring progress • QUICKLY adapting as we learn • REQUIRES • nimble • scalable • low overhead
  • 18. The Dell Cloud Business Applications Advantage 18
  • 19. Complete Front Office Automation Solution Maximize Customer Lifetime Value Marketing Sales Finance Service Leads Opportunities Quotes Orders Invoices Collections Support Up-Sell/Cross-Sell Boomi Accounting/ERP Integrations Dell Services • Complete best-of-breed solution from a trusted provider • Single point of contact for all implementation, training, support, and vendor management • Start where it makes sense for your business and add as you grow 19 Dell Cloud Business Applications
  • 20. Rapid Time to Value, Customer Success Comprehensive services from a trusted partner Pre-packaged End-to-end support Flexible Financing implementations • Turnkey implementation • Single point of contact • Monthly billing packages for Salesforce for all assistance • Pay by credit card • Best practices consulting • Support portal and • Financing through community Dell Financial Services • Training, tutorials, and knowledge libraries 20 Dell Cloud Business Applications
  • 22. Helpful Resources emotive www.emotive.com Dell Cloud Business Applications Website: www.dellcloudapplications.com/solutions/marketing-automation – White Paper: Automate Lead Scoring and Nurturing for Better Lead Conversion – Marketing Automation Demo – Marketing Automation Buyer’s Guide 22 Dell Cloud Business Applications
  • 23. Thank you Dell Cloud Business Applications 1-877-857-2364 www.dellcloudapplications.com