Salesforce

Sitecore personalization is still a mystery to many but the objective is quite simple - create compelling content to increase visitor engagement, generate more leads, and make more sales. But exactly what should you personalize? This post looks at how to inspire visitors to engage with your brand, become customers, retain them, and re-engage them if they drift away. About Site ...

We are excited to be working with Sitecore CDP and congratulate those who had the vision to integrate Boxever technology into the Sitecore ecosystem. The improved flexibility CDP (or Customer Data Platform) provides will benefit many. In terms of Sitecore to Salesforce integration, we have customers looking to upgrade to Sitecore CDP so to support these we've released CDP4S. Th ...

Sending Sitecore web form submissions to Salesforce is a primary business objective if you use Sitecore and Salesforce. This critical process must be flexible, scalable, easy to configure, and graceful in failure.  FuseIT's S4S has been mapping Sitecore forms to Salesforce for over 12 years. Over that time the mapping wizard has been continuously improved. However, recent tren ...

A website's role is to promote your brand and gather leads! The leads are typically sent from a web form to a CRM (eg. Salesforce or Microsoft Dynamics) or a marketing automation system (e.g. Salesforce Marketing Cloud or Pardot). This article looks at the importance of the lead creation process in the context of Sitecore forms. It is important that implementers understand the ...

Many years ago in this neck of the woods (down under), the term Claytons was commonly used to refer to something that is but isn't! The term came from an advertisement for a non-alcoholic beverage that claimed Claytons was, "The drink you are having when you are not having a drink". In a way, Salesforce Data Exports are a Claytons in that they don't actually get any data out o ...

Micro Focus Content Manager, previously called TRIM and HP Records Manager, is an EDRMS playing an important role in many organizations. In software terms, Content Manager has been around a long time. Due to its popularity and the volume of information it stores, it will be with us for a long time to come. Organizations often need new features, seek efficiencies, and require i ...

Many users see document management as a chore that obstructs and diminishes their productivity. Filing forces users to abandon their current thought stream (or context) and adopt a different mindset to classify and categorize documents. Some systems use automation workflows, machine learning, and other techniques to aid the automatic classification of documents. In a Customer ...

How do we make sophisticated record management systems easier to work with? One way is to wrap them with a modern technology everyone loves to use. This article looks at the benefits of wrapping Micro Focus Content Manager (CM) with Salesforce. Every business document is associated with someone or something. It is usually a person, organization, product, or interaction. These ...

A customer journey is a time-ordered list of interactions a customer has during the sales process. Understanding the journey helps create a seamless customer experience by identifying and fixing pain points. This blog looks at how the features of Sitecore, Salesforce, and Salesforce Marketing Cloud can be used to accumulate information and create an end-to-end customer journey. ...

Personalize, personalise, smersonalize! Customers often ask what they should personalize on - I've just had an email with this very question. I reply that it depends on your objectives and launch into a bedazzling diatribe that intends to simplify but usually confounds. One personalization criterion that is usually overlooked is an obvious one - the field values on a web form. ...