Should Salesforce.com Be On Your Marketing Automation Shortlist?

I was recently contacted by Lauren Carlson, a CRM analyst at Marketing Automation Software Guide who asked me to give my two cents on this issue. Lauren recently posted her analysis of Salesforce as a marketing automation tool over at the Marketing Automation Software Guide.

In general, Lauren give’s Salesforce very poor marks for it’s marketing automation capabilities. However, I feel Salesforce should always be on your marketing automation short list – but never on its own. Here’s why …

Salesforce is not a marketing automation system (yet)

Looking at Salesforce in isolation misses one fundamental issue. Salesforce currently has no public intention of becoming a marketing automation system. Two of it’s most well known limitations should make this obvious.

  1. Salesforce will not allow an account to send more than 1000 emails within a 24 hour period. Salesforce will explicitly tell you to use one of their many appexchange applications to support these requirements. This is one of the few limitations where you can’t buy an increase.
  2. Secondly, any form of marketing automation has data heavy requirements. Salesforce’s data storage limits causes even small contact lists to exceed these limites, with even moderate marketing activity.

In my view, Salesforce is focusing on three core areas, it’s core SFA functionality in the Sales Cloud (chatter, content, DimDim, Jigsaw, etc.), platform functionality with the Custom Cloud (governer limits, VMforce, Heroku, etc.) , and customer service with the Service Cloud (Cases, Ideas, Portal, Twitter, etc.). Note, I’m putting native applications like Remedyforce in the custom cloud bucket.

How Salesforce supports supports marketing automation

I feel Laurin’s review errors by assessing Salesforce in isolation. Through it’s API, Marketing automation seamlessly fits into Salesforce’s application architecture. (keep in mind that some MA vendors have better integrations)

Sales Cloud – integration with the Sales Cloud allows the marketing user to:

  • Get a complete end-to-end view: from new lead, to closed deal
  • Solicit sophisticated feedback from Sales by implementing a sales accepted lead process
  • Manage named accounts, and ensure leads are routed to quick and effectively
  • Track the purchase activity of all contacts

Custom Cloud – salesforce is generally the database of record for contact information. Salesforce’s powerful developer tools allow the marketer to:

  • Perform advanced data transactions to clean and update records. Including sophisticated custom de-duplication triggers
  • Expose Salesforce data to any external system
  • Support a custom post-sales support process
  • Create custom coded email templates based on the Salesforce object model
  • Website integration, including the ability to integrate with payment gateways

Service Cloud – Salesforce allows you to keep tabs on current customers, allowing marketers to

  • Intelligently communicate with their current customer base
  • Quickly learn if a customer has logged support tickets
  • Determine who happy customers are

Conclusion

In my view, unless you’re a very small business, Salesforce fits into the marketing automation picture by being a central cog in a best of breed application architecture. Typically Salesforce integrated with a single marketing automation vendor. See my post on the 4 ways to extend salesforce to the marketing department.

I’m excited to start a new job at Eloqua

Eloqua Logo

For the past few weeks I’ve been sitting on an announcement that I can now make public. I’m excited to say that today will be my first day as an Eloqua employee.

Working out of Eloqua’s Toronto office, my mandate is to help drive Eloqua’s use of Salesforce.com, ensuring Salesforce is the CRM and development platform we all know it can be. If you know me, or have seen one of my posts, you may know that much of my experience is using Salesforce to drive marketing, and marketing automation requirements. This makes the opportunity at Eloqua truly exciting.

While this is an exciting opportunity, the decision to accept it was far from easy. My time at Architech Solutions was engaging, and allowed me to grow into a well rounded Salesforce solution consultant. In the last two years I’ve had the pleasure of working with 15 clients. From initial pitch, to final project completion, I’ve had the privilege of working on:

  • Two soon to be appexchange apps
  • Sophisticated marketing automation requirements
  • Calculating customer value, LTV, donner lifetime value, lead score, opportunity health, etc.
  • Lead and opportunity management visualforce pages
  • A six figure ERP style custom application that relies heavily on visualforce pages to drive workflow
  • A custom product catalogue that supports a matrix based pricing grid
  • Complex systems integration
  • Multi-year rollout and integration plans
  • Early lifecycle implementations
  • Administrator and end-user training

I’m grateful for the opportunities that I’ve been provided at Architech. I’m now looking forward to bringing my Salesforce experience and perspective to Eloqua.

Extending Salesforce into the marketing department using email and marketing automation

In my experience the first step in extending Salesforce beyond it’s native Salesforce Automation (SFA) functionality is to being using Salesforce to drive outbound messaging initiatives. (Unless you do direct mail, this is essentially a fancy way of saying email marketing). Below is a quick overview of the options available to a Salesforce user when investigating the tools to accomplish your marketing needs. Note, the below is heavily simplified!

Native salesforce email
This is the simplest and cheapest way to begin your email efforts, but it has many limitations. Salesforce limits you to 1000 emails a day, meaning your list needs to be very small. It also does not provide link tracking, meaning you can’t track simple metrics like click through rate, or who clicked on what.

The most meaningful use case for native salesforce email is to support simple triggered and transactional emails, or emails that need to pull complex data from your object model. These emails will let you send thank you emails for signing up on a web form, automated follow-ups from sales, reminder emails for renewals, etc. These triggered emails can also be programed using Visualforce, meaning Apex controllers can pull data from across your data model to populate an email. No matter what marketing automation program we recommend, we often need to use these emails for a clients complex email requirements.

Integrated email service provider
The most common way of extending Salesforce is through the use of a 3rd party email service provider (ESP). There are a growing number of these tools, and most support simple integrations which pull the contact table, or integrate through the campaign member record. Note: when using these 3rd party tools, make sure your Salesforce data usage doesn’t explode.

I almost always recommend ExactTarget for this kind of mass email. ExactTarget has a much deeper integration with Salesforce than any other ESP. Specifically, ExactTarget integrates with Salesforce reports, and allows filtering by the campaign member status field. It also supports the exclusion of contacts contained in a report. These tools allow you to make very detailed segments.

‘Drip marketing’
If you want to go one step beyond the process of defining a list and sending out an email, you’ll need to look into tools that support more advanced marketing automation, commonly known as drip marketing. Standard uses cases are a new lead welcome program, a defined lead nurturing campaign, triggering an email based on the link a contact clicks on, etc. If your volume is higher than 1000 emails a day, or require email link tracking, you’ll need to look into a more advanced version of ExactTarget, or a marketing automation system like Eloqua, Genus, Marketto, Pardot, and others.

Integrated marketing automation
Last on the list is a fully integrated marketing automation system. These powerful applications support many different marketing tools that go far beyond email. Tools like Eloqua, Marketto, and others offer marketers: deep and customizable integration with Salesforce, landing pages, email, web analytics integration, lead scoring, complex marketing automation programs, social media, campaign ROI tracking, etc. These tools require significant buy-in from the marketing team as they can be pricey and complex to implement.

From a Tweet to an email: Eloqua got cross platform marketing automaton right

A few weeks ago I tweeted about Eloqua’s benchmark report, which was announced at Eloqua Experience, their annual user conference in San Francisco. As a Salesforce.com consultant, I was very impressed when I received the following automated email thanking me for my tweet, only a few days later. (It even addresses me by name, and came from their director of content)

The reason I was so impressed was because of the automated nature of this email. It’s easy to manually monitor tweets and follow-up on a case-by-case basis, but this kind of automatic thank you is incredibly hard to achieve. While I’m not 100% sure how they pulled this email off, I’m assuming they did something like the following:

  1. I’ve signed up for various whitepapers from the Eloqua site, meaning they have my name and email – but NOT my twitter ID
  2. Somewhere along the way Eloqua was able to discover my twitter user name, likely using my email address
  3. This user name was probably saved in my record, allowing Eloqua to scan for users in their system that tweeted about their event (this likely used the hash tag as the search query)
  4. Once the users who tweeted about the event were captured, they executed the thank you email

The reason I’m impressed is because this is a data heavy operation requiring the internal DB to be rectified with the Twitter DB (through it’s API). This process is ripe with challenges like de-duplication, ensuring you map the twitter ID to the right contact record, and requires a great deal of time to map out the campaign properly. This campaign also carries huge risk, because if the above isn’t done properly, you’ll end up sending thank you emails to the wrong people.

I’m sure Eloqua could also build in business rules, to ensure their top prospects or client don’t get this email, and are followed up directly by their account manager. Very cool stuff.

People in the social media space are constantly telling us that social media doesn’t scale. This simple email does a lot to prove that by managing good data, social can indeed scale (to some extent).

ExactTarget: from email to social media

On November 4th I has the privilege of attending Fuel the Conversation with Al Iverson, Director of Deliverability and Privacy, and Dawn DeVirgilio, (@dawndevirgilio) Social Media Manager at ExactTarget give a thought provoking talk on social media and email marketing – and the convergence between these mediums. Here’s what I took away:

1. Email marketing is far from dead:
Dawn highlighted some internal ExactTarget research which concluded that 93% of consumers subscribe to a commercial email list. Clearly making email the default method of communication for almost all business. 23% of consumers have become a fan of a brands facebook page, which highlights Facebooks’ penetration. While Twitter is growing, and receives a lot of attention, only 5% of US consumers follow a brand on twitter.

Social is now important, but email is still the first way you should be attempting to connect with customers.

2. Deliverability:
Simply put, you’re email marketing program only works if your message makes it through sophisticated spam filters. A number of studies suggest that up to 20% of your legitimate messages will get blocked. Al stressed that while the content of the email is important (try to avoid the word Viagra), email deliverability is largely dictated by sender reputation and subscriber engagement.

Reputation. ISP’s assign a score to your level of trust worthiness based on the email history from your @domain. It can take a long time to build a quality reputation, so work at being a good sender. If you’re interested your reputation can be checked using a systems like senderscore.org. While it can take a while to build a reputation, you can lose it almost instantly. Avoid (and measure) the common Email reputation killers: 1. User spam complaints to ISP’s, 2. Sending to spam traps by harvesting emails off the web, 3. Subscriber apathy resulting in low click through rates, 4. Allowing a high bounce rate by failing to clean your scriber list.

Engagement. If you want to avoid spam filters get permission, it’s (almost) that simple. If you want to make it to the inbox, send to subscribers who want your content – this can be measured by the click through rate. To avoid “emotional unsubscribes” bite the bullet and remove unengaged email subscribers, the increase in total click through rate will increase your deliverability.

Lastly, Gmail’s priority inbox is further changing deliverability, even if you make it to the inbox you end up in the “everything else” section unless the user flags your message as important. Which you can assume helps Google filter quality messages from spam at the aggregate level.

3. Social is about multi-channel communication – (which includes email)
Based on internal ExactTarget research, on average 4% of your email subscribers are also fans on facebook, and followers on Twitter (these people are clearly your brand advocates). The number of people who are overlapping across these channels is increasing at a rate that makes a multi-channel communication strategy critical.

You now need to segment the customer, the subscriber, and the channel, because no one wants to read an email when they read the content on Facebook (and vice-versa). This obviously increases the demand for good clean customer and subscriber data.

4. The interactive marketing hub: Social needs good data!
In order to manage the convergence of these channels, ExactTarget (who recently purchased CoTweet) is introducing the Interactive Marketing Hub. This system should allow the marketer the ability to understand each channel (including email) and how your subscribers are engaging with your message. I can’t wait for the live demo when it’s ready!

The Salesforce.com and marketing automation road map

The other day I was talking to a fairly new Salesforce.com customer and the topic of how companies typically evolve in their implementation of a marketing automation road map, after doing some quick thinking here’s what I came up with:

1.Contact and data migration
At its very core Salesforce.com is a contact list, it’s a place for you to store all the information you’ve collected on the people you sell to, and the people you hope to sell to. This step involves the painful process of migrating organizational data into a centralized database like Salesforce.com. There’s nothing sexy about this stage, as it usually involves the manipulation of spreadsheets in Excel, exporting data from secondary systems, and manually entering information.

2. Sales tracking
Given the fact that you wouldn’t be in business if you didn’t have sales, the second step is to start tracking your sales process. This is where the out-of-the box Salesforce.com tools really shine. But creating a tractable sales pipeline takes work, and be ready to rapidly iterate how you create this.

3. Contact segmentation
The third step is to start using your new centralized database to begin sending communication to your customers in a bit more intelligent way. The data now allows you to make very basic segments like high value customers, low value customers, and prospects. This stage usually involves the integration of an email server to pull the data directly from Salesforce.com

4. Lead management
Step four involves the inclusion of your lead generation process into the mix. At this stage it’s common to have leads pumped directly into Salesforce.com from your website or other sources. With leads automatically entering Salesforce.com you can start the beginning of a marketing automation program. For example, this can be a thank you email sent to the new prospect or an alert to the appropriate sales person.

5. Basic action on email click stats
Step five in the roadmap often involves auctioning on the data that your are now tracking in Salesforce.com. Up until this point the click stats that have been tracked in Salesforce.com have been an interesting thing to look at, but haven’t really driven work flow. The first step in acting on this data can be as simple as generating a follow-up list for sales people based on the click activity of an email blast. For example, a list can be generated from all the contacts who clicked your big “buy now” button in the email that was just sent out.

6. Full Marketing Automation
As your organization evolves, you will quickly start to understand that customer information should trigger relevant communication. When this is finally realized, organizations typically embark on an entirely new process of implementing a robust marketing automation system. This means creating steams that you will direct prospects down based on their demonstrated intent. For example a prospect who downloads a whitepaper, they will receive a follow-up email relevant to the whitepaper. If the prospect takes action on the call to action, the lead is automatically routed to sales, if they don’t, a secondary follow-up communication is triggered.

7. Lead and Contact Scoring
As companies define the work flow they would like to process leads with, the next obvious step is to start quantifying this into a lead score. This allows both sales and marketing to quickly understand the point in the sales cycle a lead is, and action accordingly.

The above stages asimply based on my observations and hands on work, I suspect each of these stages have sub-stages, but that’s a post for another day.

Comparison of ExactTarget and Eloqua

For reasons I describe below, I feel this comparison isn’t totally valid. But, I’ve been browsing my sites analytics and the one of the top keywords driving traffic my site are keywords related to ExactTarget and Eloqua. So here it goes.

Why Eloqua and ExactTarget aren’t the same: These two tools satisfy very different needs.

Eloqua is a fully featured marketing automation platform that can be used to manage and automate every customer touch point based on user defined logic. It then rolls the activity from all of these touch points into a lead score, and integrates with systems like Salesforce.com to get a complete understanding a prospect as they move through a sales pipeline. Qualified leads can then be sent to sales with more confidence.
The typical users of Eloqua are larger B2B companies with extended sales cycles.
The entry level price point is much higher than ExactTarget, only call Eloqua if you’re willing to spend $20,000 + on your marketing software.

ExactTarget is one of the leading email service providers (ESP), they strive to be the best email engine in the industry. In so doing, ExactTarget has developed one of the best email rendering tools, and is in the very top tier of email deliverability. (Side note, all ESP’s claim deliverability of >99%, they are lying! check out sites like senderscore.org for more on this). In my view, very few ESP’s are in ExactTarget’s league.

  • Business, often B2C and with larger email lists are the primarily users of ExactTarget.
  • It’s entirely level price point is also very low, if you send out 10,000 – 50,000 emails / year you can get set up on ExactTarget for around $2,000.

Why are they often compared? … While different, they both send email!

  1. Eloqua does much of its lead scoring and nurturing using it’s built in email tool. Meaning, if you chose to go with Eloqua, you really don’t need an ESP like ExactTarget. In addition, if you have ExactTarget heavily integrated with other software like Salesforce.com and Omniture, you don’t need Eloqua.
  2. Both are enterprise class marketing software, so they inevitably compete for scarce marketing dollars.

Which should you chose?
The use case should dictate the selection of the tool. The following is my view on the use case that would support your decision to choose one tool over the other. Chose Eloqua if you have:

  • lead nurturing and scoring in your strategy
  • allocated sufficient resources, both internal and external to feed the system. remember both of these are content and resource dependant! Eloqua only works if you put internal marketing resources and personal behind it.
  • Want to keep all of your marketing tools in one place (making room for Salesforce of course).

Chose ExactTarget if you:

  • Are looking for a world class email server to send segmented emails
  • Have a very large email list
  • Only want to send a newsletter
  • Have complex email requirements such as dynamic sender information, dynamic content, etc.
  • Are willing to take a modular approach to your marketing tools, and are willing to invest in custom integrations
  • Want to grow your marketing automation program slowly. ExactTarget Core edition lets you start with basic functionality, and through integrations and upgrades you can have a more robust marketing automation platform.

MarketingTO: The digital customer experience

I’m excited to announce that #marketingTO the digital customer experience is now sold out! That means all 95 tickets have been snapped up.

I think this validates the format of the event. I’m sick of long speeches filled with grand statements of strategy, constantly pointing out how revolutionary “the new world” is. I’m excited to be presenting an event that will focus on real actionable ideas – and thanks to Architech Solutions, it’s free.

I look forward to seeing you all there!

Even Eloqua has challenges implementing marketing automation

A little while ago I was talking to a colleague about how Salesforce.com could help their organization, and the topic of marketing automation quickly came up. I mentioned some options including Eloqua and he had an interesting reaction when we started talking about their service.

My colleague had been on a nurture campaign for a month or so, and eventually he decided to call the rep that the emails were coming “from”. He told the rep that he was truly interested in their service, but said they should follow up in a few weeks. But then, he received an email “from” the rep about 30 minutes later. Curious he opened the email only to find a generic, “touch base” email. He was rather disoriented to receive this message when he had just talked to the sales rep. Worse, he’s a high touch social media guy, so he was not exactly impressed with the automated email.

I told him that there was a valuable lesson to learn when multiple departments, in this case sales and marketing, are both interacting with a contact. In this case the interaction was both automated and manual. Provided you have the right tools, collecting information from digital sources is relitavly easy. The hard part is when your system depends on human interaction, like in the sales rep / prospect relationship above. The point is that people who are acting on the information being generated from a marketing automation system, must be diligence to update the underlying contact records properly. This creates obvious adoption challenges – a post for another day.

Ultimately, any marking automation system is dependent on the people using the tool, and in many cases, your marketing automation system will only be as good as the ‘people process’.

p.s. Hello to all the Eloqua people who made it to this post! … feel free to drop your two cents below

Why I love Bit.ly URL tracking

I’ve been managing an email marketing program for about two years, so When I first heard about Bit.ly URL tracking I instantly knew there was value in tracking links. I just felt it didn’t apply to me. I figured this was a great service for content creators, but I tweet about any article I find interesting, why would I care if their clicked on?

Then I realized that I was passing up an amazing opportunity to practice writing subject lines, AdWords ad copy, blog titles, etc. By looking at the tweets that causes a follower to click I can learn what motivates action and what doesn’t.

So thank you bit.ly for this great tool, I’ll be using this data to help me write subject lines, titles, and call to actions.