Sitecore

Sitecore visitors who complete and submit a web form have the option of pushing the analytics to Salesforce. In the CRM this information is invaluable to the sales team who can use it to get a greater understanding of their prospect. But how does it work?  Sitecore has three types of form, Web Forms for Marketers (WFFM), Sitecore Experience Forms, and custom forms. The followi ...

For those of us who look back and can’t remember a time before Sitecore (I blame the red wine), it seems life is playing a trick, or more precisely, Sitecore is! There was a time when we lived in SQL Server - developing migration scripts, writing stored procs, and running Query Analyser, then along came MongoDB and change was forced upon us. After a life of SQL constraints (li ...

Let's look at what a web form should ultimately be, ignoring the technicalities. First, the usual suspects: Clear form labeling so visitors know what they are being asked for As few fields as possible to encourage them to complete the form First name field so you can respond at a personal level  Contact field, usually email address Details field for ad-hoc information A ...

What if we could integrate everything! Well, not exactly everything but integrate the essential software that every enterprise should be using. According to Gartner, the likely candidates are:  Sitecore CMS: Leader in the Digital Experience Platforms quadrant Salesforce CRM: Leader in the CRM Customer Engagement Center quadrant Salesforce Marketing Cloud: Leader in the Dig ...

Last year Sitecore announced its partnership with Salesforce Marketing Cloud. This will result in an integration that will help digital marketers build personalized marketing campaigns using a range of communication options. This combination of the best of the best will even further extend the current capabilities offered by Sitecore's Email Experience Manager (EXM). Some of t ...

A visitor on your website is mesmerized by your web content and excitedly completes a lead form or phones your sales or support team. They almost certainly have the "I want it now" or "I want an answer" mindset and, from a sales perspective, are about as 'hot' as they will get. So what tools and processes exist to take advantage of this key moment in the sales cycle? As it turn ...

Creating leads in Salesforce from Sitecore web forms sounds simple until you really start thinking about it! To save a lot of effort, you need clear business rules around lead creation before you start developing a solution. So, you have a simple web form, maybe with the following fields: First name text box Last name text box Email address text box Area of interest drop ...

You could easily argue that Sitecore and Salesforce are individually the best of the best in their respective fields.  Sitecore: The ultimate website technology to attract and fascinate prospects with your amazing products (or services) Salesforce: The complete set of tools to interact with and sell to prospects and retain them when they are customers But from this, it i ...

In most businesses today, there are multiple systems supporting day to day operations. A very common question I hear is, “Where do we store our master data?”. There are many answers to this question but my favorite is, “In just one place”! When the conversation involves Sitecore and Salesforce, the answer is a resounding, “Salesforce”. Why? Because the sales team go to the CRM ...

What does this mean and how can it help my business, I hear you ask! Let’s look at why you might want to let the sales team control web content, then look at some example technologies that help you achieve this. Firstly, “drive” has several possibilities: Show actual web content that comes from Salesforce Personalize the website based on settings in Salesforce Control we ...