Forcery is NYC's top Salesforce + Pardot Consultancy

Forcery was founded by 4X Salesforce MVP and Trailhead Academy Instructor Tigh Loughhead, who leads a team of 25+ Salesforce Certifications. From running executive teams at a top New York City advertising agency, to building marketing teams in-house for technology companies, Tigh is uniquely positioned as one of the few solution implementation partners with over a decade of executive-level digital transformation and marketing executive experience. Find out more at https://forcery.com

Transcript

1. 1 Making MarTech Magic .com Strategy, Technology and Digital Transformation
2. Marketing Automation Rocketship Mass marketing is obsolete. We live in the age of the connected consumer, requiring a personalized customer experience and contextual content relevant to business needs, delivered on-demand, in place of the inert, supply-side advertising approach of the past, and “the days of using CRM merely as a sales tracking tool are over*”. Marketing Automation is the propulsion engine boosting businesses to new heights, offering unprecedented visibility into engagement data, robust business intelligence and access to incredibly powerful instruments to implement automated processes at scale. The future of advertising is not rocket science, it’s marketing automation. 2 *Harvard Business Review “Customer Relationship Automation is the New CRM”
3. 3 Platform Value Proposition Automation Rules Drip Campaigns Dynamic Lists Segmentation Personalization + Dynamic Content Scoring Tracking Business Intelligence Capture customer engagement across websites, creative collateral and email. Automation Scale marketing operations to deliver contextual, personalized messaging to qualified leads.
4. 4 Challenges Domain Expertise Incomplete Implementations Technical Debt Release Management Salesforce releases core platform updates 3 times a year, an Pardot has doubled that in the past 18 months. Poor organization and maintenance can create confusion and conflicting results. Marketing automation platforms are often poorly configured resulting in a lack of system or feature functionality. Platform knowledge is often siloed in organizations, which is compounded when resources turn over.
5. 5 Proven Marketing Methodology Measure Achievables must be measurable to be deliverable. Strategize Project require meticulous planning and clearly defined goals before execution. Analyze KPI and metric analysis are essential to creating levers for future success. Optimize Campaign performance should be iterative, and continually improved. Methodology
6.       6 Implementation Launch the platform with an end-to-end setup, including a clear path of milestones and deliverables from technical configuration to training to launch. Health Assessment Discover the best practices with an operational and technical audit of both system configuration product utilization with the business. Advanced Feature Functionality Harness the power of the latest toolset, from HML to Pardot Snippets to Business Units to Pardot Einstein Customer Journey Mapping Close the loop on the customer lifecycle by mapping the entire journey of a consumer, including objections and pain points where marketing has the biggest impact Process Automation Reduce administrative redundancy with segmentation tools, and build using rules, triggers and actions. Content Strategy Discover the value of blog content, whitepapers and other digital assets and their impact upon sales. Design Modernize email template, landing page and creative assets to be responsive and look the same in any browser, conforming to Pardot design standards. BOOST YOUR MARKETING AUTOMATION STRATEGY 
7. 7 TIGH LOUGHHEAD founder, forcery WHO WE ARE
8. 8 About Our Company
9. 9 THANK YOU .com (212) 260-3027