Salesforce

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 a ...

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 everythin ...

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 event in S ...

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 use ...

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 to ...

S4S supports personalizing Sitecore from Salesforce but there may be some pre-population groundwork required pending your needs. Introduction Salesforce operators can personalize Sitecore in several ways. Usually, customers choose to personalize Sitecore content based on the value in a particular Salesforce lead or contact field. Another way is to change the Sitecore pattern ca ...

Companies interact with contacts in many different ways so when designing a customer journey you need systems that don't impose constraints. This post looks at how four solutions, Sitecore CMS, Salesforce CRM, Salesforce Marketing Cloud, and S4S, can work together to create a huge number of possible customer journeys through the sales funnel. The key to designing great journey ...

You may have seen the infographic that shows a lead's round trip between Sitecore, Salesforce CRM, and Salesforce Marketing Cloud (or Pardot, Marketo, Eloqua, and a bunch of others). The conduit is S4S which allows the intelligence collected by each system to be accumulated, shared, and then used to increase lead engagement.  Increasing engagement Increased engagement translat ...