salesforce.com, inc.Download PDFTrademark Trial and Appeal BoardSep 9, 2015No. 85563074 (T.T.A.B. Sep. 9, 2015) Copy Citation This Opinion is not a Precedent of the TTAB Mailed: September 9, 2015 UNITED STATES PATENT AND TRADEMARK OFFICE _____ Trademark Trial and Appeal Board _____ In re salesforce.com, inc. _____ Serial No. 85563074 _____ Beth Goldman, Betsy Wang Lee, and Scott Lonardo of Orrick, Herrington & Sutcliffe LLP for salesforce.com, inc. Miah Rosenberg, Trademark Examining Attorney, Law Office 117, Hellen M. Bryan-Johnson, Managing Attorney. _____ Before Ritchie, Masiello, and Hightower, Administrative Trademark Judges. Opinion by Masiello, Administrative Trademark Judge: salesforce.com, inc. (“Applicant”) has filed an application for registration on the Principal Register of the mark SOCIAL MARKETING CLOUD in standard characters for the following services: Business management services, namely, providing business information management services; compilation and management of computerized databases, and consulting services related thereto; Business management services, namely, providing customer relationship management services and sales support management services; business management consulting services Serial No. 85563074 2 relating to customer relationship management, sales support management, and marketing automation; providing a website featuring business management consulting information; operating online marketplaces for third parties to buy, sell, share, and offer for free computer software and on-demand applications to others, in International Class 35; Providing temporary use of on-line non-downloadable software to store, manage, track, analyze, and report data in the field of marketing, promotion, sales, customer information, customer relationship management, sales support and employee efficiency; providing temporary use of on-line non-downloadable software to facilitate communicating among peer professionals in the advertising, marketing and business services fields, and for customizing computer application user interfaces; computer services, namely, designing, developing, and maintaining computer software applications for others and consulting services related thereto; Providing temporary use of online non-downloadable computer software application development tools and programming language for use in developing, analyzing, coding, checking, and controlling other computer software; providing temporary use of online non-downloadable computer software that implements a procedural and object-oriented programming language; online hosted computer services, namely, designing, developing, customizing, and maintaining computer software applications for others; and consulting services related to all the foregoing, in International Class 42; On-line social networking services, in International Class 45.1 The Trademark Examining Attorney refused registration under Section 2(e)(1) of the Trademark Act, 15 U.S.C. § 1052(e)(1), on the ground that Applicant’s mark merely describes the identified services. Applicant, while asserting that its mark is 1 Application Serial No. 85563074 was filed on March 7, 2012 under Trademark Act Section 1(a), 15 U.S.C. § 1051(a), stating November 30, 2011 as the date of first use anywhere and first use in commerce with respect to all classes. Serial No. 85563074 3 not merely descriptive, also asserted in the alternative that the portion of the mark consisting of MARKETING CLOUD has acquired distinctiveness as Applicant’s source indicator, and that therefore the mark is entitled to registration under the provisions of Trademark Act § 2(f), 15 U.S.C. Section 1052(f).2 The Examining Attorney found Applicant’s showing of acquired distinctiveness inadequate and made final her refusal to register the mark. Applicant appealed and requested reconsideration. The Examining Attorney denied the request for reconsideration, and this appeal resumed. The case is fully briefed. 1. Refusal under Section 2(e)(1). We consider first whether Applicant’s mark, as a whole, is merely descriptive within the meaning of Section 2(e)(1) of the Trademark Act. Section 2(e)(1) provides for the refusal of registration of “a mark which, (1) when used on or in connection with the [services] of the applicant is merely descriptive or deceptively misdescriptive of them.” 15 U.S.C. § 1052(e)(1). A term is merely descriptive of services within the meaning of Section 2(e)(1) if it forthwith conveys an immediate idea of an ingredient, quality, characteristic, feature, function, purpose or use of the services. In re Chamber of Commerce of the U.S., 675 F.3d 1297, 102 USPQ2d 1217, 1219 (Fed. Cir. 2012); see also In re Gyulay, 820 F.2d 1216, 3 USPQ2d 1009 (Fed. Cir. 1987). Whether a mark is merely descriptive is determined in relation to the services for which registration is sought and the context in which the term is used, not in the abstract or on the basis of guesswork. In re Abcor Development Corp., 588 2 Applicant’s response of September 6, 2013. Serial No. 85563074 4 F.2d 811, 200 USPQ 215, 218 (CCPA 1978); In re Remacle, 66 USPQ2d 1222, 1224 (TTAB 2002). In other words, we evaluate whether someone who knows what the services are will understand the mark to convey information about them. DuoProSS Meditech Corp. v. Inviro Med. Devices Ltd., 695 F.3d 1247, 103 USPQ2d 1753, 1757 (Fed. Cir. 2012). A mark need not immediately convey an idea of each and every specific feature of the services in order to be considered merely descriptive; it is enough if it describes one significant attribute, function or property of the services. See In re Gyulay, 3 USPQ2d at 1010; In re H.U.D.D.L.E., 216 USPQ 358 (TTAB 1982); In re MBAssociates, 180 USPQ 338 (TTAB 1973). Moreover, the mark need not describe all of the identified services. Rather, a descriptiveness refusal is proper with respect to all of the identified services in an International Class if the mark is descriptive of any of the services in that class. In re Chamber of Commerce of the U.S., 102 USPQ2d at 1219; In re Stereotaxis Inc., 429 F.3d 1039, 77 USPQ2d 1087, 1089 (Fed. Cir. 2005). It is the Examining Attorney’s burden to show that a term is merely descriptive of an applicant’s goods or services. In re Gyulay, 3 USPQ2d at 1010; In re Accelerate s.a.l., 101 USPQ2d 2047, 2052 (TTAB 2012). Applicant states in its brief that its services relate to “a comprehensive suite of technology based services designed to help companies utilize internet communications media such as Twitter®, Youtube® and others in their marketing campaigns.”3 Applicant argues that its mark is not merely descriptive, but suggestive: 3 Applicant’s brief at 4, 20 TTABVUE 6. Serial No. 85563074 5 SOCIAL MARKETING CLOUD suggests that the services relate to marketing, may have some relation to the Internet or a computer network, and involve human communication or interaction. The mark does not, however, immediately convey the nature of the extensive suite of services at issue. For example, the mark could plausibly describe a host of other services, such as providing an online website featuring articles about “social marketing” or web page design services for firms in the “social marketing” or “social media marketing” fields.4 Initially, we note that the question is not whether the mark could be understood to refer to other services, but rather whether the mark is descriptive in relation to the services for which Applicant seeks registration. See DuoProSS Meditech Corp., 103 USPQ2d at 1757. We will begin by briefly addressing whether the individual terms composing Applicant’s mark are descriptive in the context of Applicant’s services. However, we bear in mind that we must evaluate whether the mark as a whole is merely descriptive. If, considering the mark as a whole, “imagination, thought, or perception is required to reach a conclusion on the nature of the [services],” In re Gyulay, 3 USPQ2d at 1009, or if the combination results in an otherwise nondescriptive meaning, then the mark would be registrable, as Applicant contends. The term SOCIAL is descriptive because Applicant’s Class 45 services are providing “social networking services”; and because Applicant’s marketing services relate to the use of “social media” by Applicant’s clients. This is confirmed by 4 Id. Serial No. 85563074 6 Applicant’s specimen of use, an advertisement, which includes a heading that reads “Shape Your Brand with Social Media Marketing.”5 The term MARKETING is descriptive because Applicant’s services, as identified, relate to the field of “marketing” and, as stated in Applicant’s brief, its services involve “help[ing] companies … in their marketing campaigns.”6 The term CLOUD is descriptive to the extent that Applicant’s services involve cloud computing. Applicant describes itself as “the enterprise cloud computing leader,” and describes its services as featuring “social and mobile cloud technologies.”7 We have found the term “cloud” to be generic and thus merely descriptive for certain computing services. See In re ActiveVideo Networks, Inc., 111 USPQ2d 1581, 1605 (TTAB 2014) (finding CLOUDTV generic for various software, broadcasting, and online services). The Examining Attorney, in support of her contention that the mark is merely descriptive, has submitted substantial evidence to demonstrate that the term SOCIAL MARKETING is recognized as a type of product promotion that involves use of social media. Notably, Applicant’s own website has described its services as “The world’s only unified social marketing suite”; and states “The Marketing Cloud unites the capabilities of Buddy Media, the world’s #1 social marketing solution, with the world’s #1 social listening platform, Radian6.”8 It also says of Applicant’s 5 Specimen of use submitted December 28, 2012, p. 1. 6 Applicant’s brief at 4, 20 TTABVUE 6. 7 See the “About us” section of Applicant’s web site, Applicant’s response of December 28, 2012 at 94. 8 Advertisement on , Office Action of March 5, 2013 at 122-23. Serial No. 85563074 7 service, “The Radian6 Social Marketing Cloud allows marketers to adapt to the new world of social marketing through these five key pillars: …”9 The record also includes many examples of third-party uses of the term SOCIAL MARKETING: Three Tips to Kickstart Your Social Marketing Program in 2013 Social marketing can be hugely powerful: … Before you rush out to Post and Tweet with reckless abandon, it’s crucial to have the right foundation in place … Here are three fundamentals to set you up for success in social marketing all through 2013: …10 *** SOCIAL MARKETING STRATEGY MEET YOUR CUSTOMERS WHERE THEY ARE ONLINE Using social media in B2B and B2C marketing requires a strong commitment to a strategic plan, a team approach, and use of analytic tools to measure progress. Social marketing campaigns are rarely an overnight success. Marketers must focus social marketing efforts on building trust … Social media is a key aspect of any digital marketing strategy. … SOCIAL MARKETING REQUIRES PLANNING Social marketing entails identifying the desired target audiences and engaging them through social media in authentic ways.11 *** 9 Office Action of June 28, 2012 at 33. 10 , id. at 21. 11 , id. at 126. Serial No. 85563074 8 HERE’S WHAT WE CAN DO FOR YOU: Develop a comprehensive plan for your social marketing strategy Assess your current social marketing efforts and performance across Facebook, Twitter, YouTube and on the blogosphere Develop relevant metrics to evaluate your ROI in social marketing.12 *** Analytics boost social marketing efforts … With dozens of social marketing venues for its divisions and subdivisions, General Electric still retains central oversight, largely through its use of analytics. … With brand divisional and subdivisional social media presences on Facebook, Twitter, LinkedIn, YouTube, Pinterest, Google+ and more, GE found that developing and deploying content and managing every response to each audience was too time-consuming for in-house resources.13 *** SOCIAL MEDIA MARKETING SIIA: Social marketing now virtually universal … Social media is nearly universally adopted by marketers, with social marketing expenditures expected to increase this year, according to a new report …14 *** Social Marketing 2013: Capitalizing on the Visual Age 12 , id. at 129. 13 “Analytics boost social marketing efforts,” at , id. at 143. 14 , id. at 148. Serial No. 85563074 9 … 2012 was the rise of visual content marketing and this trend will continue to grow in 2013. … So what does this mean for your business and its social media strategy?15 It is clear from the evidence that SOCIAL MARKETING is understood to mean a business’s efforts to promote its goods and services by means of social media outlets like Facebook, Twitter, LinkedIn, YouTube, and Pinterest.16 Although Applicant’s recitations of services in Classes 35 and 42 make no mention of social media, the wording of the recitations is broad enough to encompass services relating to marketing efforts that involve the use of social media. In particular, we note the following identified services: business management consulting services relating to customer relationship management … and marketing automation (Class 35); Providing temporary use of on-line non-downloadable software to store, manage, track, analyze, and report data in the field of marketing, promotion, … customer relationship management … (Class 42). Applicant’s identification of services in Class 45, “On-line social networking services,” is broad enough to encompass the provision of social networking services to Applicant’s customers for the purpose of marketing the customers’ goods and services. Thus, the term SOCIAL MARKETING aptly describes a feature of 15 , id. at 150. 16 In addition to the usage evidence discussed, the Examining Attorney has also made of record several third-party registrations of marks that include the phrase SOCIAL MARKETING, with a disclaimer of the exclusive right to use SOCIAL MARKETING. These registrations demonstrate that the USPTO has treated the phrase SOCIAL MARKETING as merely descriptive in the context of the identified services. Moreover, several of the registrations are on the Supplemental Register with a disclaimer of SOCIAL MARKETING, indicating that, in those cases, the USPTO treated SOCIAL MARKETING as generic with respect to the identified services. See Office Action of May 1, 2014 at 11-22 and 90-91; and Office Action of November 20, 2014 at 87-111. Serial No. 85563074 10 Applicant’s services in Classes 35 and 42; and aptly describes a purpose of Applicant’s service in Class 45. That is, Applicant provides business consulting on the subject of marketing automation in connection with its customers’ marketing through social media; Applicant provides access to software for processing data relating to marketing and promotion through social media; and Applicant provides a social media conduit (social networking services) to customers for the purpose of allowing those customers to market and promote their goods and services and to relate with their customers online. Indeed, the record shows that third parties perceive Applicant’s services to have this feature and this purpose: Salesforce.com is a leader in cloud computing products that help employers connect with customers in this world of social media. In late 2011, Salesforce.com bought Radian6, which focuses on listening to customers in the social web, as well as analyzing the use of the social web in order to better serve customers. As information professionals, we use social media to connect with our customers. With the new Radian6 Social Marketing Cloud, we can also listen to what others are saying about our organizations in social media, analyze the messages, engage users in their social networks, and use all of this data to better market our organizations. Radian6 will help us make sense of the social media conversations.17 Applicant itself characterizes its services as having the purpose of allowing its customers to use social media, like Facebook, as part of their marketing efforts: Salesforce.com’s MARKETING CLOUD offerings comprise a number of specialized products and services, including social listening, engagement, and analytics services; … social publishing services enabling simultaneous distribution of campaign materials … to … 17 “Rekindling Connections,” Information Today, February 1, 2012, Applicant’s response of December 28, 2012 at 139. Serial No. 85563074 11 Facebook, Twitter, and YouTube …. These offerings all focus on the way the public views and responds to an organization’s presence, activities, initiatives, products, and/or services. Using Applicant’s MARKETING CLOUD offerings, salesforce.com customers can monitor, analyze and leverage activity from more than 540 million social sources on the Internet, such as Facebook, Twitter, YouTube, and LinkedIn …18 We next consider whether the combination of SOCIAL MARKETING with the word CLOUD results in a term that is merely descriptive. Applicant states in its brief that “‘cloud’ can generally be used to refer to the Internet,” but contends that this term “is too broad to be capable of conveying particular information about Applicant’s services”; and that “there is no single, universally accepted definition of ‘cloud’ or other ‘cloud’-based terms, such as ‘cloud computing’ and ‘cloud-based applications.’”19 The Examining Attorney has submitted the following definition of “cloud”: (1) Also referred to as a network cloud. In telecommunications, a cloud refers to a public or semi- public space on transmission lines (such as T1 or T3) that exists between the end points of a transmission. Data that is transmitted across a WAN enters the network from one end point using a standard protocol suite such as Frame Relay and then enters the network cloud where it shares space with other data transmissions. The data emerges from the cloud – where it may be encapsulated, translated and transported in myriad ways – in the same format as when it entered the cloud. A network cloud exists because when data is transmitted across a packet-switched 18 Declaration of Alica Del Valle ¶ 5, Applicant’s response of September 6, 2013 at 18-19. Ms. Del Valle is Applicant’s Global IP Counsel. The declaration refers to MARKETING CLOUD, rather than SOCIAL MARKETING CLOUD, because it was submitted in support of Applicant’s claim of acquired distinctiveness in the portion of the mark consisting of the words MARKETING CLOUD. 19 Applicant’s brief at 7, 20 TTABVUE 9. Serial No. 85563074 12 network in a packet, no two packets will necessarily follow the same physical path. The unpredictable area that the data enters before it is received is the cloud. (2) See also cloud computing.20 The technical nature of the definition quoted above does not convey, as does other evidence of record, the readiness with which the word “cloud” has been adopted to describe services provided to customers over the Internet, usually involving software applications or data that are stored remotely rather than on the customers’ own computers. Services of this type are widely described as “cloud services” or “cloud computing”; and the word “cloud” is often used as a noun to describe a computer network that supports this type of service, whether it be the great network that constitutes the Internet as a whole, or a smaller network controlled by a single business. The following representative uses of the word “cloud” illustrate the widespread understanding of this meaning of the word: Remember when the “cloud” was just called the “Internet?” … Look, it’s just the Internet, people. We don’t need a new word to say that data is stored on a central server. …21 *** Cloud computing is all the rage. … As a metaphor for the Internet, “the cloud” is a familiar cliché, but when combined with “computing,” the meaning gets bigger and fuzzier. Some analysts and vendors define cloud computing narrowly as an updated version of utility computing: basically virtual servers available over the Internet. Others go very broad, arguing anything you 20 Definition from Webopedia, Office Action of June 28, 2012 at 25. 21 “Stop the Cloud, I Want to Get Off!,” at , Office Action of June 28, 2012 at 30. Serial No. 85563074 13 consume outside the firewall is “in the cloud,” including conventional outsourcing. … Cloud computing is at an early stage, with a motley crew of providers large and small delivering a slew of cloud- based services, from full-blown applications to storage services to spam filtering. Yes, utility-style infrastructure providers are part of the mix, but so are SaaS (software as a service) providers such as Salesforce.com.22 The following lengthy excerpt from 2013 shows various uses of the word “cloud” as a noun and an adjective, but most notably as the name of a type of service provided by Applicant and other service providers: [L]et’s define cloud computing. There are three types: Software-as-a-Service (SaaS), Platform-as-a-Service (PaaS) and Infrastructure-as-a-Service (IaaS). Cloud computing lets you rent the tech you want, paying a monthly fee for it. … SaaS means renting the just app [sic]. PaaS means renting everything but the app (often used by app developers). IaaS means renting just the hardware and tools to maintain the hardware (popular with startups and enterprises). …IBM has been a key player in a cloud tech called OpenStack … It said it will use OpenStack for all the clouds it builds. This includes its own public “smart clouds” which is sells as a service and every “private cloud” it installs for in [sic] the data centers of its enormous base of enterprise customers. … Rackspace is leading a massive coalition for free cloud software. Rackspace runs an IaaS cloud … Google was born in the cloud. … 22 “What cloud computing really means,” at , id. at 23. Serial No. 85563074 14 Salesforce.com has proved that enterprises really do want the cloud. The name Salesforce.com is almost synonymous with cloud computing. Salesforce.com proved that the world wants to buy software-as-a-service. … The company also has one of the most popular PaaS clouds for running your own home-grown applications … Microsoft has a big enterprise cloud, too, Azure. This is a PaaS cloud … VMware … announced plans to launch its own public cloud. That’s an interesting choice because VMware says about 200 service providers offer clouds built on vCloud … There’s no question who the most important cloud player is: Amazon. Amazon basically invented the IaaS market. Amazon’s cloud offers a huge array of choices … Amazon is now really going after the enterprise market, adding more security features to its cloud …23 The articles excerpted below describe a variety of “cloud services” (including Applicant’s service), using “cloud” as a noun to describe such services: The two models on the left side of Figure 3 refer to two deployment models that describe customer-owned private clouds in which the enterprise’s IT department can be viewed as an internal cloud service provider. Self-run (enterprise) private cloud. A self-run private cloud is a cloud service that an enterprise owns and operates itself. The enterprise may have acquired the hardware and software components required to build a private cloud and assembled it (or had a systems integrator do so). … 23 “The 10 Most Important Companies In Cloud Computing,” The Business Insider, April 20, 2013, Applicant’s response of September 6, 2013 at 309-11 (emphasis added). Serial No. 85563074 15 Managed private cloud. A managed private cloud is an enterprise-owned cloud service that is operated by a third- party services firm. …24 *** The ability to be proactive is what will change the face of social marketing according to Pombriant, who says that previous social marketing campaigns were mostly reactive and only reached low-hanging fruit. He sees Salesforce.com’s cloud as changing social marketing into a defined process …25 Applicant’s services are, in relevant part, “providing business information management services; compilation and management of computerized databases” (Class 35); “Providing temporary use of on-line non-downloadable software to store, manage, track, analyze, and report data” (Class 42); and “On-line social networking services” (Class 45). These are exactly the kinds of services that may be provided over the Internet by allowing customers remote access to software, servers and network facilities, as described above. Viewing Applicant’s mark, as we must, as it would be perceived in the context of the offered services, we have no doubt on this voluminous record that customers would understand that the combined network facilities, servers and software offered by Applicant constitute a network “cloud.”26 24 “MARKET ANALYSIS: Worldwide SaaS and Cloud Software 2012-2016 Forecast and 2011 Vendor Shares,” Applicant’s response of September 6, 2013 at 81 (emphasis in original). 25 “Salesforce unveils Radian6 Social Marketing Cloud,” , Applicant’s response of December 28, 2012 at 171. 26 We note in passing that the Examining Attorney has made of record a substantial number of third-party registrations of marks that include the word CLOUD, with a disclaimer of the exclusive right to use CLOUD. These registrations demonstrate that the USPTO has treated the word CLOUD as merely descriptive in the context of the identified services. Moreover, very many of the registrations are on the Supplemental Register with a disclaimer of CLOUD, indicating that, in those cases, the USPTO treated the word CLOUD Serial No. 85563074 16 We must now consider the mark, SOCIAL MARKETING CLOUD, as a whole and ask whether the combination of the component words of Applicant’s mark “conveys any distinctive source-identifying impression contrary to the descriptiveness of the individual parts.” In re Oppedahl & Larson LLP, 373 F.3d 1171, 71 USPQ2d 1370, 1372 (Fed. Cir. 2004). We agree with Applicant’s characterization of the “grammatical structure” of its mark: Properly interpreted, the “cloud” portion of Applicant’s mark is a noun modified by “social” and “marketing.”27 As the Examining Attorney has shown, SOCIAL MARKETING is a well-recognized phrase in Applicant’s industry; and the noun CLOUD has been widely used to describe certain types of services involving remote software applications and computer infrastructure. When Applicant’s mark is viewed as a whole, relevant customers would readily perceive SOCIAL MARKETING CLOUD to mean a “cloud” (i.e., network facilities, servers and software) whose purpose relates to “social marketing.” To a person who knows what Applicant’s services are,28 it is clear that the way in which this “cloud” relates to “social marketing” is that Applicant’s network, software and data storage in the cloud are for the purpose of allowing customers to track, collect, and use information gathered from social media. Applicant argues that the meaning proposed by the Examining Attorney can be reached only by inverting the word order of Applicant’s mark: as generic with respect to the identified services. See Office Action of May 1, 2014 at 23-89; and Office Action of November 20, 2014 at 18-86. 27 Applicant’s brief at 5, 20 TTABVUE 7. 28 See DuoProSS Meditech Corp., 103 USPQ2d at 1757. Serial No. 85563074 17 While “cloud social marketing” might conceivably convey social media marketing services conducted in the “cloud,” the reordering of the words in Applicant’s Mark changes the effect … [Citations to record omitted.]29 We perceive no incongruity in the order of the words in Applicant’s mark, as they are ordered in a standard structure of English usage, i.e., a noun preceded by the words that modify it. Nor do we find that a customer would have to make a mental leap or engage in other multi-step reasoning in order to understand the meaning of the mark. The mark immediately describes a cloud-based service relating to social marketing. Applicant also argues that it is improper of the Examining Attorney to “parse” its mark as SOCIAL MARKETING modifying CLOUD; but that it should properly be viewed as SOCIAL modifying MARKETING CLOUD, which “conjures up images of a ‘social’ type of ‘marketing cloud’ – an indeterminate concept.”30 Even if we view the mark in this way, it makes as much descriptive sense as does SOCIAL MARKETING modifying CLOUD. First, the record does not support Applicant’s contention that “marketing cloud” is “an indeterminate concept.” The Examining Attorney has adduced much evidence to show that the phrase “marketing cloud” has been widely used as a descriptive term – possibly the generic name – of services like those of Applicant. Among this evidence, we note the following: Adobe Marketing Cloud … Marketers finally have a complete, integrated solution for all their marketing efforts. Analytics, social, media optimization, targeting, 29 Applicant’s brief at 5, 20 TTABVUE 7. 30 Id. Serial No. 85563074 18 web experience management – and now cross-channel campaign management… 31 *** “Oracle Marketing Cloud Delivers the Only Fully Integrated Digital and Social Marketing Solution to Manage All Digital Interactions from a Single Platform.”32 *** “Responsys Adds Three Marketing Cloud Software Veterans to Leadership Team” … Responsys, Inc. (NASDAQ: MKTG), a marketing cloud software and services leader, has made three strategic, senior level hires …33 *** “Shift Open Marketing Cloud Debuts With Suite Of Best- In-Class Apps” … Shift CEO James Borow said: “The industry’s current marketing clouds can’t keep up with the rapid pace of software innovation ….”34 *** “Marketo Expands Marketing Cloud Footprint with Crowd Factory Acquisition.” Marketing Cloud specialist Marketo is seeking to ‘redefine’ marketing automation with the announcement of its first acquisition, Crowd Factory …35 *** “Who is winning the Marketing Cloud wars?” … IBM thought of it first, but Adobe got there before them. Salesforce caught up quickly, HP’s right behind, and Oracle’s buying its way to the party. Welcome to the 31 Advertisement at , Office Action of October 10, 2013 at 9-10. See also Office Action of November 20, 2014 at 216-219. 32 Article at , Office Action of October 10, 2013 at 13. 33 Article at , id. at 33. 35 Advertisement at , id. at 41. Serial No. 85563074 19 digital marketing cloud wars, where five legacy software companies take each other on in the battle to win the hearts and minds of CMOs across the land.36 *** “Who will Win the Race For The Marketing Cloud?” … The arms race among top b-to-b brands to acquire, partner with or build the best cloud suite of tools for the CMO is in full swing …37 *** “Adobe and Salesforce in Close Race for Marketing Cloud” … Proof points is where Salesforce most definitely has an edge over all the other marketing cloud vendors …38 *** “Adobe emerges as marketing cloud leader, beating out Salesforce, Oracle, IBM and more” [with accompanying chart listing the “current offering” of Adobe, IBM, Marketo, Oracle, salesforce.com, SAP, SAS Institute, and Teradata].39 *** “How Adobe Plans to Win the Marketing-Cloud Battle”40 *** “Is it Better to Build or Buy Your Marketing Cloud?” … Build versus buy is a debate that precedes digital marketing clouds. It’s nothing new. … Calavas said he’s worked at two of the five major marketing cloud 36 Article at , Office Action of November 20, 2014 at 112. See also id. at 123, 126, 129, 132, 135, 139, 142, 145 (related articles by the same author). 37 Article at , id. at 151. 38 Article at , id. at 158-160. 39 Article at , id. at 163. 40 Article at , id. at 169. Serial No. 85563074 20 providers. At Tealium, they often work with marketers who are building their own cloud.41 *** “Teradata Updates Its Integrated Marketing Cloud”42 *** “Being Switzerland in the marketing cloud world war” … Translation management firm Cloudwords is trying to be the Switzerland of the global marketing cloud wars, but how long can it maintain its own agnosticism?43 *** “Marketo CEO – marketing cloud wars for years as CMOs build relationships with CIOs” … Marketing cloud platforms will become a norm alongside CRM, ERP and HCM, but not for a few years yet, argues Phil Fernandez.44 *** Oracle Marketing Cloud … Modern Marketers use the only solution with integrated cross-channel, content, and social marketing with big data for enterprise B2B and B2C.45 Further, the evidence shows that the term SOCIAL has been adopted – by Applicant and others – as a jargon word meaning “social media”: Social no longer lives in silos and can touch each corner of the enterprise. Join us for an overview of how The Salesforce Marketing Cloud cloud is helping companies harness social and become true “customer companies.”46 41 Article at , id. at 174-175. 42 Article at , id. at 178. 43 Article at , id. at 181. 44 Article at , id. at 185. 45 Advertisement at , id. at 220. 46 Convention program, Applicant’s response of September 6, 2013 at 1557. Serial No. 85563074 21 *** Powered by Salesforce Chatter, an enterprise social network, Salesforce Communities will put social and mobile at the core of every community.47 *** In our guide we state “social is more than just a channel or a tactic, it is a strategy that has to be present in every aspect of your marketing.” …Awareness Inc. put out a recent study … featuring insights on social from 34 business and b2b marketing … leaders …48 In light of this evidence, the concept conjured by Applicant of “a ‘social’ type of ‘marketing cloud’” is by no means “indeterminate” in meaning.49 Rather, Applicant’s proffered interpretation of the phrase SOCIAL MARKETING CLOUD also clearly signifies cloud technology deployed for purposes of marketing that involves social media. Applicant has pointed to evidence showing that the expression “social marketing” has been used, in a sociological context, to mean the use of commercial marketing techniques in order to promote socially desirable behavior, such as quitting smoking or conserving environmental resources; and argues that Applicant has not applied to register its mark for such services.50 This argument is unavailing. That a term may have other meanings in other contexts does not matter if the mark is merely descriptive in relation to the identified services. In re Abcor Development Corp., 200 47 “Salesforce.com Unveils Salesforce Communities – Ending the Era of Legacy Portal Software,” Entertainment Close-up, id. at 689. 48 “Old v. New: The Evolution of the Term Social Marketing,” at , id. at 582. 49 See Applicant’s brief at 5, 20 TTABVUE 7. 50 Id. at 6-7, 20 TTABVUE 8-9. Serial No. 85563074 22 USPQ at 218; DuoProSS Meditech Corp., 103 USPQ2d at 1757. In Applicant’s actual field, as identified in the application, “social marketing” has been shown to mean marketing activities involving the use of social media. Finally, Applicant argues that we should bear in mind that words like “cloud,” “web,” and “net” are actually “metaphors for the Internet,” rather than descriptive or generic terms.51 To a customer who knows what the services are, however, the mark SOCIAL MARKETING CLOUD conveys immediately, and not by metaphorical indirection, information regarding features, functions, and purposes of the services, namely, that Applicant provides services that involve the use of remote servers and data storage to assist its clients with their marketing efforts through social media. The fact that Applicant’s mark might not be merely descriptive of some of the services identified in the application has no import. In this case, the mark is merely descriptive of at least some of the services in each International Class of the identified services; accordingly, a refusal on grounds of mere descriptiveness is appropriate. In re Chamber of Commerce of the U.S., 102 USPQ2d at 1219; In re Stereotaxis Inc., 77 USPQ2d at 1089. We therefore agree with the Examining Attorney that Applicant’s mark is merely descriptive of the identified services, within the meaning of Section 2(e)(1). 51 Id. at 9, 20 TTABVUE 11. Serial No. 85563074 23 2. Applicant’s claim of acquired distinctiveness under Section 2(f). Applicant argues that, even if its mark is merely descriptive, it is entitled to registration under Section 2(f) because the MARKETING CLOUD component of the mark has acquired distinctiveness as a source indicator of Applicant. Applicant commenced use of the designation MARKETING CLOUD “at least as early as June 2011” in connection with services like those identified in the present application; and “engaged in a significant broad-based launch of the integrated MARKETING CLOUD offering” in September 2012.52 Applicant has submitted thousands of pages of evidence which do, indeed, show that Applicant has enjoyed great success in its business, has extensively promoted its services under the MARKETING CLOUD designation, and has garnered much attention in the press. As we have discussed above in our analysis of the meaning of “marketing cloud,” the Examining Attorney’s evidence shows that observers of Applicant’s market, including competitors of Applicant, have used the phrase “marketing cloud” to describe cloud technology deployed for purposes of commercial marketing, advertising and promotion of goods and services. Such evidence strongly indicates that persons in the relevant market do not view the designation “marketing cloud” as an indication of the source of services, but as a term that describes the nature of a type of service offered by Applicant and a substantial number of its competitors. In the face of such evidence, Applicant, in order to demonstrate that the term 52 Del Valle declaration ¶¶ 6, 7, Applicant’s response of September 6, 2013 at 19. Serial No. 85563074 24 MARKETING CLOUD has acquired distinctiveness as its own source indicator, must come forward with substantial persuasive countervailing evidence. There is no question that Applicant has promoted its MARKETING CLOUD service with great vigor. However, the great majority of Applicant’s marketing materials present the term MARKETING CLOUD in close association with the mark “salesforce.” For example, the top of every page of certain promotional brochures bears the following logo:53 Advertisements that display the asserted mark in this form do not, in themselves, demonstrate that the relevant public has learned to perceive MARKETING CLOUD as Applicant’s indicator of source, because customers could perceive the mark, as so displayed, as merely the name of a category of service offered under the “salesforce” mark. The same can be said of virtually any advertising materials or promotional activities that use “salesforce” or “salesforce.com” together with MARKETING CLOUD. We have given particularly close attention to the examples of unsolicited press and media coverage in the record.54 Virtually all of the press notices of record discuss Applicant’s MARKETING CLOUD service only in close association with 53 See, e.g., Del Valle declaration, Exhibit N, Applicant’s response of September 6, 2013 at 1132-286. 54 Del Valle Exhibits J, K, and L, id. at 591-1073. Serial No. 85563074 25 references to the names “Salesforce” or “salesforce.com.” Such references to “salesforce” and “salesforce.com” are so pervasive, and are combined so frequently with MARKETING CLOUD in formulations such as “Salesforce Marketing Cloud” and “Salesforce.com’s Marketing Cloud,” that they do not persuade us that the writers clearly perceived MARKETING CLOUD as a service mark, rather than as a descriptive term identifying a category of service offered by Applicant under its Salesforce mark.55 In view of the very weighty evidence adduced by the Examining Attorney to show that relevant persons, including the press, treat “marketing cloud” as a descriptive or generic term, Applicant’s press notices are of equivocal meaning: it is not clear whether the journalists would recognize MARKETING CLOUD as a source indicator apart from the identifiers “Salesforce” or “salesforce.com.” In order to outweigh the evidence put forth by the Examining Attorney, which shows directly that relevant persons have viewed “marketing cloud” as a type of service, not an indicator of source, Applicant must produce more direct and less equivocal evidence of customers’ perceptions of the mark. We have also noted with special interest Exhibit M to the Del Valle declaration, which Applicant describes as “representative examples of third party social media references [and] consumer engagement …”56 Clearly, such consumer “engagements” on media such as Twitter, Facebook, and YouTube have the potential to demonstrate whether consumers perceive Applicant’s use of MARKETING CLOUD 55 See, e.g., id. at 592 (“The new Salesforce Marketing Cloud was announced at Dreamforce last week …”; id. at 597 (“Does the Marketing Cloud From Salesforce.com Provide the Silver Bullet for Marketers?”). 56 Applicant’s response of September 6, 2013 at 1074-131. Serial No. 85563074 26 as a source indicator. However, most of the “tweets” and other messages from consumers are extremely laconic and are unrevealing as to the consumers’ perceptions of the wording at issue. For example, the fact that a consumer “retweets” an article from Adweek entitled “Salesforce Ties Facebook Custom Audiences, Twitter Keyword Targeting Into Marketing Cloud”57 tells us that the consumer saw the article, but it tells nothing about the consumer’s perception of the words “Marketing Cloud.” The fact that a person directs a tweet to “@marketingcloud” with the observation that “With 7,980,000 Yankees are the MLB’s most social team!”58 shows that the person has interacted with Applicant and been exposed to the MARKETING CLOUD designation, but it does not show that she perceives MARKETING CLOUD as a service mark, rather than as a category of services offered by Applicant. If the distinctiveness of the wording MARKETING CLOUD were not so badly impugned by record evidence, the types of evidence submitted by Applicant might be effective to demonstrate acquired distinctiveness. However, after careful consideration of this voluminous record, we find that the Examining Attorney’s evidence, which shows actual use in the relevant marketplace of “marketing cloud” as a descriptive or generic term for services similar to those of Applicant, outweighs Applicant’s evidence, which merely shows that Applicant has vigorously promoted its services by use of the designation MARKETING CLOUD and has won substantial attention in the press. We therefore find that Applicant has not 57 Id. at 1080. 58 Id. at 1086. Serial No. 85563074 27 demonstrated that the portion of the mark consisting of MARKETING CLOUD has acquired distinctiveness as Applicant’s source indicator. Accordingly, we affirm the Examining Attorney’s refusal to register the mark SOCIAL MARKETING CLOUD on grounds that the mark is merely descriptive under Trademark Act Section 2(e)(1) and that no portion of the mark has been shown to have become distinctive of Applicant’s services within the meaning of Trademark Act Section 2(f). Decision: The refusal to register is affirmed. Copy with citationCopy as parenthetical citation