CMS to CRM integration is a revolution in customer experience! Like when the sales team tweaks a CRM contact record to create a personalized experience for the contact when they next browse the website. The integration means data can be shared across your business from a single data source so key information, like leads, suppliers, customers, partners and members, is never isolated in databases invisible to other. The CRM data becomes the single source of truth for your entire organization and much more likely to be up-to-date, particularly if individuals update their personal data on a profile page in the company website.
The S4S connector from FuseIT integrates Sitecore with Salesforce CRM. Among it's many uses, organizations can collect leads (or contacts) from the website, and push the form data, along with Sitecore DMS data and browsing analytics, to the CRM allowing fast and easy qualification. This extends Salesforce based marketing applications like ExactTarget, Marketo, Eloqua and Pardot with Sitecore specific information. S4S has a great integration with Sitecore Web Forms for Marketers and a mapping wizard making this very easy.
If your website has a registration process new users can be automatically assigned a role so they have selected views of information on your website. The roles, along with a landing page, can be managed manually in the CRM record. Of course, any change in Salesforce is immediately available in Sitecore and vice-versa.
With the website visitor/customer data available in Salesforce you can choose who, across the organization, benefits from access to this information - typically marketers processing leads and generating sales.
After connecting Sitecore to Salesforce, your marketing team will discover new ways to work with customers without leaving their familiar Salesforce environment. There are potentially thousands of opportunities. Here is just one:
Marketers can stay in Salesforce and have full control over what individual users experience when visiting your website.
A common usage of S4S is lead or contact creation from a Sitecore web form. This is a trivial task using the S4S Web Forms for Marketers (WFFM) wizard that allows the creation of any Salesforce object from a WFFM form.
Other integration examples are the creation, viewing or editing of Salesforce documents, leads, contacts, opportunities or any custom object from the website.
S4S lets Sitecore users seamlessly exchange information with Salesforce. By integrating these two feature packed super-systems, the connector opens a new world of opportunities for marketing your products and services.
From within Salesforce, marketers can control how the company website looks and behaves for individual visitors. Tailored web content can be shown to individual website users based on settings in their Salesforce Contact or Lead record. This versatility presents many opportunities to deliver personalized browsing on the public network.
Rendering targeted content to individual customers is not the only leverage S4S offers. With real time bi-directional communication, almost any object in either system can be made visible to the other. For example, Salesforce documents can be made accessible on the website to anonymous or selected users with access permissions. Even website login credentials can be stored and controlled in Salesforce Contact (or Lead) records.
S4S fully supports the integration of Salesforce Campaigns and Sitecore EXM with our S4S EXM module which uses Sitecore's advanced email processing engine to send tailored emails to bulk recipients.
Please see the following videos to help you understand how S4S works:
S4S is ideal for clients requiring strong web content management with Salesforce. S4S allows feature sharing across the platforms and the ability to maintain and publish content and information from one location. For more information please download the S4S brochure.
S4S has advanced support for pushing web form data to Salesforce using Sitecore's Web Forms for Marketers (WFFM) web forms. Using Sitecore's WFFM is the easiest way to create Salesforce records from web forms. The entire form setup can be undertaken by non-technical Sitecore users.
Sitecore users first create a WFFM web form then use the simple S4S mapping wizard to map the form fields to the matching fields of any Salesforce object. When a visitor completes the form on your website, the captured data is pushed to the mapped Salesforce object, along with any attachments if that is required.
If the mapped object is a Salesforce lead or contact, Sitecore analytics data (DMS) can also be pushed, along with the form data, so a complete picture of the visitors behavior is visible and reportable in the new Salesforce record. Even better, users can edit the analytics data in Salesforce so the returning visitor will be given the required unique experience on the website.
The S4S mapping wizard also has an option to automatically add new leads and contacts to an existing Salesforce campaign. This makes it very easy to create targeted marketing lists if your site has multiple capture forms. The adjacent image shows how a Sitecore WFFM is mapped to a Salesforce contact record.
You can also use the S4S mapping wizard to create a WFFM form that requests a user name and password from the visitor. The credentials are saved to Salesforce and can, using the S4S Security Connector, enable the visitor to login to the website using the user name and password. In this situation, Salesforce is the single source of truth and the credentials are never saved in Sitecore.
S4S uses the Partner API to communicate with Salesforce. A dedicated API user is assigned in Salesforce so when new records are created using the S4S mapping wizard, the "Created By" field will always be the API user. It is easy to control the user's security permissions at a granular level against each Salesforce object.
Sitecore 7.5 and beyond supports big data and takes personalized browsing or "experience" to new levels. These recent versions make it possible to quickly capture huge volumes of visitor data using a NoSQL architecture that can incrementally scale to huge volumes of data. Once the data has been collected, a subset of intelligent information is pushed to the SQL Server Analytics DMS database where it is available for macro or micro reporting.
S4S leverages this wealth of information by making it available in Salesforce lead and contact records. Armed with this data the sales team is empowered with a far greater understanding of how visitors are using your website. This enables the team to approach and begin interacting with visitors and customers with more knowledge than has been possible to date. Because key data is persisted in Salesforce it is easy to identify prospects with high levels of engagement using Salesforce reports.
S4S opens up a world of possibilities - some typical uses cases are listed below.
Case 1 - Salesforce contact created from a Sitecore lead form
Case 2 - Sales team change the experience of Sitecore website visitors
Case 3 - Web-to-Custom object capture from a Sitecore Apply Now form
Case 4 - Show Salesforce Reports on the Sitecore website
The following cases require the included Security Connector module to be installed.
Case 5 - Salesforce Contacts are Sitecore Users
Case 6 - Salesforce Contact details updated from the Sitecore website
Case 7 - Website users view Salesforce documents
Case 8 - Sitecore users see forms pre-populated from Salesforce
Case 9 - Marketers drive customer website experience from Salesforce
Case 10 - Administrators view Salesforce campaign members in Sitecore
If you want to install S4S please check the minimum requirements first.
S4S Basic Minimum Requirements
S4S ECM/EXM Minimum Requirements
Unlike S4S, this optional module does not support all versions of Sitecore. The latest version is supported. Please contact us for more details.
FuseIT provide a range of licensing options to best match your needs. Please navigate through the flow chart to determine the license you require. We offer both perpetual and subscription payment models.
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Contact us and tell us your Sitecore version. We will provide a download link to a full version of S4S that works against your Salesforce Sandbox or Developer Edition.
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