Salesforce

To deliver an amazing website experience you need to understand each visitor and what they want to see. You then engage them with targeted content so they stay longer, remember your brand, and are more likely to buy your product or service. The first step to website personalization is collecting or accessing information about each visitor. This is then used to make decisions ar ...

Website analytics has two distinct flavors, behavior data aggregated across all visitors versus the behavior of an individual on the website. Marketing is more interested in the former because it reveals how the website is working e.g. site visits, popular landing pages, referral sources. Sales need the latter to understand the desires, nuances, capabilities, and budget of each ...

Last week someone asked, "What does that even mean?" Wow! We've been personalizing Sitecore content from Salesforce for so many years this question was a worry! After all, they say that for every customer who complains, 26 remain silent. What if that statistic applied to people's understanding of Sitecore personalization. This post reaches out to the silent 26. Website Persona ...

A single customer view is a complete profile of your customer in one place. It provides everything you need to create interest, build trust, and effectively communicate with them. The data in a single customer view (SCV) is aggregated from other sources rather than being a single source of truth (SSOT), the latter being a higher standard. Ideally, your single customer view is ...

I love both Moscows! The Russian capital and the project management prioritization technique. The latter is more correctly spelled MoSCoW and is an acronym for Must have, Should have, Could have, and Won't have. You can apply MoSCoW to any list but let's apply it a list of Sitecore to Salesforce CRM integration needs.   Like any project, integrations are subject to time, cost, ...

As innovators, we are always looking at how emerging technologies can improve operational efficiency. The following is a brief look at how Artificial Intelligence (AI) can be applied to records management systems, specifically TRIM. Micro Focus Content Manager (TRIM) is likely to be around for a long time yet! Why? Because migrating the huge volume of TRIM documents to another ...

Sitecore and Salesforce may seem unlikely companions but each collects information that can make the other much better! In fact, from a sales and marketing perspective, they are like nuts and bolts - perfectly complementary. Both systems deal with the same individuals but at different stages in the sales funnel. When trying to "know your customer better" why throw out everythi ...

There are many ways to transact data between Salesforce and an external system. This post considers the questions you need to ask, the leading options, and the concessions you will need to make. The Questions Before choosing a transaction approach first understand your data and capabilities: What is the data direction and which system initiates the transaction? An eve ...

While Sitecore enables marketers to deliver digital personalizations, S4S helps sales teams deliver personalized voice calls. Research suggests 92% of marketers believe their customers expect personalized experiences. The recognized leader in personalization is Sitecore who has been delivering targeted content to website visitors for many years. Sitecore customers that also us ...

Using Salesforce and Sitecore? S4S is an integration that makes your business more profitable. Some S4S features will amaze, some intrigue and other features will not apply to your business. In this post, we look at the S4S Now feature and how it helps the sales and support teams process inbound phone calls (or outbound voice calls). Voice and Vision Clearly, operators need t ...