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#CNX16
How Leading Retailers Optimize
the Customer Journey
Featuring Crocs, Cabela’s and Hallmark Baby
Maria Humphrey
Director, Salesforce Industries Retail
Forward-looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves
incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than
statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial
items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or
technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and
services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of
our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our
relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer
deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could
affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at
all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does
not intend to update these forward-looking statements.
Click
Facebook Ad
Newsletter Sign-up
Personalized
Content Email
Mobile Opt-inDownload App
Contact Customer
Support
Evangelize on
Facebook
Support Issue
Resolved
First Purchase
Every Customer Is on Their Own Unique Journey
​ Grouping, segmenting, and stereotyping is no longer enough
*Transforming Customer Experience: From Moments to Journeys, 2013
Journeys are strongly
correlated with business outcomes.
+36%
Customer
satisfaction
+15%
Revenue
growth
+28%
Willingness to
recommend
+33%
Less likely to
cancel/churn
Why Personalization Matters
94%
78%
14%
Businesses indicate personalization
is critical to success
improvement in email click
through rates
of consumers indicate they want
some degree of personalization
But customer journeys are
more than marketing…
?
Systems of
Record
Retailers Have Invested in Systems of Record
Focused on internal operations, not engagement
Supply Chain Merchandising HRInventoryeCommercePOSSystems of
Record
?#1
Customer experience has
overtaken price and product
as the key brand differentiator.
Walker Information, Customers2020 Report
Systems of
Record
Retailers Need Systems of Engagement
Supply Chain Merchandising HRInventoryeCommercePOS
Systems of
Engagement MobileCloud Social
	
	
	Data Science Internet of Things
The Salesforce Shopper Success Platform
Connected
Shoppers
Personalization
Everywhere
Connected
Stores
Supercharged
Associates
Connected
Service
Supercharged
Agents
Retail
Agility
Rapid
Innovation
Multitenant Cloud
World’s most trusted
Customer Success
Platform
World’s #1 CRM
Retail Solutions
Reimagine Engagement
Engage with Customers at Every Step of the Journey
Engage with Customers at Every Step of the Journey
Leverage multiple channels to increase awareness
and drive traffic
Explore third-party partnerships to gain subscribers
Provide relevant content throughout the customer
journey based on originating source
Acquire
v
Acquire
Seasonal Facebook lead gen
Site pop-up
Welcome series
#CNX16
5.15%	
4.38%	
0.72%	
5.89%	
2.01%	
Subscrip5on	Rate	by	Source	
Facebook			 Pinterest	 CPC	 Babycenter.com	 Display	
CPC	
5%	
Facebook	
73%	
Display	
1%	
Babycenter	
1%	
Pinterest	
1%	
Hallmark	
19%	
Email	Acquisi5on	by	Source	
CPC	 Facebook	 Display	 Babycenter	 Pinterest	 Hallmark	
Results
How we did it
Tools and partnerships
More budget allocated to sources with high
subscription rates
A seamless customer experience is key
Re-evaluate partnerships to examine placement,
customer mindset and traffic
Focus on source of acquisition and assign a revenue
and value of email by originating source
Insights & Learnings
Engage with Customers at Every Step of the Journey
Onboard new subscribers with targeted messages
Encourage first open, click, and purchase
with Crocs
Use data to power these messages to deliver
the right content at the right time
Engage
Welcome email
Onboarding series
Post-purchase
An early conversion is key to a more engaged
subscriber across their lifetime
Use data to drive dynamic content, offers and
relevant triggers
Take advantage of new technologies to increase
engagement
Insights & learnings
Engage with Customers at Every Step of the Journey
Provide content that subscribers find valuable
•  Tips and tricks
•  Videos
•  Secondary message to ‘Shop’
Leverage retail store location to drive in-store event
participation
Provide value to subscribers for love of the Cabela’s brand
Retain
Original version
Content-focused emails
Content supporting in-store
Data – driven from store location information
Upcoming events and classes that shoppers
can attend
Dynamic content allows for high-level of
personalization at scale
How we did it
Tools and partnerships
Content and revenue are not mutually exclusive
Decreased unsubscribes by 25%
Incorporate local store events and content
Develop a content strategy, start somewhere
Value-added content
Insights & learnings
#CNX16
Solution Approach & Demonstration
How it works
​ 01.VISIT » ​ 02.PURCHASE » ​ 03.COLLECT » ​ 04.FILTER & SEND
#CNX16
Solution Demonstration
Recap
Acquire new customers
through social channels
and partnerships with like-
minded brands
Utilize data to customize
content during the
onboarding series for a
more engaged subscriber
and earlier conversion
Develop value-added
content including in-store
events to retain
customers longer
1 2 3
Take the after-session survey!
Take the Survey in the
Connections 2016
Mobile App
Join the
conversation!
#CNX16
Connect with Us!
Wed, 6:30 – 8:30 pm
Sponsored by Slalom
Join our Store Tour at Experience the
Shopper Success Platform
Tues, 8:00 – 7:30
Wed, 8:00 – 6:00
Thurs, 8:00 – 12:00
Learn from Retail
Thought Leaders
Wed, 2:00 – 2:40 pm
Keynote Room
Hear from Retail Thought Leaders
Join us at a special Retail Keynote Session on Wednesday
Reimagining Retail in the Age of the Shopper
Digital disruption is driving shopper demand for
personalization. Hear how leading brands personalize
the shopper experience, empower employees with
mobile, collaboration and analytics tools, and adopt
agile innovation to thrive in the Age of the Shopper.
Wed, 5/11, 2:00 PM Keynote Room

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CX16 Leading Retailers Optimize The Customer Journey

  • 1. #CNX16 How Leading Retailers Optimize the Customer Journey Featuring Crocs, Cabela’s and Hallmark Baby Maria Humphrey Director, Salesforce Industries Retail
  • 2. Forward-looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Click Facebook Ad Newsletter Sign-up Personalized Content Email Mobile Opt-inDownload App Contact Customer Support Evangelize on Facebook Support Issue Resolved First Purchase Every Customer Is on Their Own Unique Journey ​ Grouping, segmenting, and stereotyping is no longer enough
  • 4. *Transforming Customer Experience: From Moments to Journeys, 2013 Journeys are strongly correlated with business outcomes. +36% Customer satisfaction +15% Revenue growth +28% Willingness to recommend +33% Less likely to cancel/churn
  • 5. Why Personalization Matters 94% 78% 14% Businesses indicate personalization is critical to success improvement in email click through rates of consumers indicate they want some degree of personalization
  • 6. But customer journeys are more than marketing…
  • 7. ? Systems of Record Retailers Have Invested in Systems of Record Focused on internal operations, not engagement Supply Chain Merchandising HRInventoryeCommercePOSSystems of Record
  • 8. ?#1 Customer experience has overtaken price and product as the key brand differentiator. Walker Information, Customers2020 Report Systems of Record Retailers Need Systems of Engagement Supply Chain Merchandising HRInventoryeCommercePOS Systems of Engagement MobileCloud Social Data Science Internet of Things
  • 9. The Salesforce Shopper Success Platform Connected Shoppers Personalization Everywhere Connected Stores Supercharged Associates Connected Service Supercharged Agents Retail Agility Rapid Innovation Multitenant Cloud World’s most trusted Customer Success Platform World’s #1 CRM Retail Solutions Reimagine Engagement
  • 10. Engage with Customers at Every Step of the Journey
  • 11. Engage with Customers at Every Step of the Journey
  • 12. Leverage multiple channels to increase awareness and drive traffic Explore third-party partnerships to gain subscribers Provide relevant content throughout the customer journey based on originating source Acquire
  • 16. #CNX16 5.15% 4.38% 0.72% 5.89% 2.01% Subscrip5on Rate by Source Facebook Pinterest CPC Babycenter.com Display CPC 5% Facebook 73% Display 1% Babycenter 1% Pinterest 1% Hallmark 19% Email Acquisi5on by Source CPC Facebook Display Babycenter Pinterest Hallmark Results
  • 17. How we did it Tools and partnerships
  • 18. More budget allocated to sources with high subscription rates A seamless customer experience is key Re-evaluate partnerships to examine placement, customer mindset and traffic Focus on source of acquisition and assign a revenue and value of email by originating source Insights & Learnings
  • 19. Engage with Customers at Every Step of the Journey
  • 20. Onboard new subscribers with targeted messages Encourage first open, click, and purchase with Crocs Use data to power these messages to deliver the right content at the right time Engage
  • 24. An early conversion is key to a more engaged subscriber across their lifetime Use data to drive dynamic content, offers and relevant triggers Take advantage of new technologies to increase engagement Insights & learnings
  • 25. Engage with Customers at Every Step of the Journey
  • 26. Provide content that subscribers find valuable •  Tips and tricks •  Videos •  Secondary message to ‘Shop’ Leverage retail store location to drive in-store event participation Provide value to subscribers for love of the Cabela’s brand Retain
  • 29. Content supporting in-store Data – driven from store location information Upcoming events and classes that shoppers can attend Dynamic content allows for high-level of personalization at scale
  • 30. How we did it Tools and partnerships
  • 31. Content and revenue are not mutually exclusive Decreased unsubscribes by 25% Incorporate local store events and content Develop a content strategy, start somewhere Value-added content Insights & learnings
  • 32. #CNX16 Solution Approach & Demonstration
  • 33. How it works ​ 01.VISIT » ​ 02.PURCHASE » ​ 03.COLLECT » ​ 04.FILTER & SEND
  • 35. Recap Acquire new customers through social channels and partnerships with like- minded brands Utilize data to customize content during the onboarding series for a more engaged subscriber and earlier conversion Develop value-added content including in-store events to retain customers longer 1 2 3
  • 36. Take the after-session survey! Take the Survey in the Connections 2016 Mobile App Join the conversation! #CNX16
  • 37. Connect with Us! Wed, 6:30 – 8:30 pm Sponsored by Slalom Join our Store Tour at Experience the Shopper Success Platform Tues, 8:00 – 7:30 Wed, 8:00 – 6:00 Thurs, 8:00 – 12:00 Learn from Retail Thought Leaders Wed, 2:00 – 2:40 pm Keynote Room
  • 38. Hear from Retail Thought Leaders Join us at a special Retail Keynote Session on Wednesday Reimagining Retail in the Age of the Shopper Digital disruption is driving shopper demand for personalization. Hear how leading brands personalize the shopper experience, empower employees with mobile, collaboration and analytics tools, and adopt agile innovation to thrive in the Age of the Shopper. Wed, 5/11, 2:00 PM Keynote Room