Salesforce

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. ...

Salesforce has several ways to store files including features and tabs like attachments, files, content, chatter, documents, and knowledge. Salesforce allocates around 10GB of file storage per org plus an allocation of 2GB per user license. This means a company with 200 licenses gets about 410GB of file storage (or 410,000 x 1MB files). That's a lot of reading but, for many rea ...

Categorizing like-minded people into groups then delivering targeted content to each group is called personalization. The first task is to create collections of like-minded individuals and this is the focus of this blog!  Acquiring Data Before we can categorize an individual, we need to know more about them but how do we collect this data? Consider trying to identify if a web ...

Marketing to a segment size of one is called individualization i.e. real one-to-one personalization. In practical terms, it can show unique content to every website visitor, and a different message in every email sent in a campaign. Individualization is more effective than personalization because it is powered by more data (and that data is more up-to-date). So who are these i ...

The benefits of personalization have been proven over many years but what does personalization really mean? Most people think of it as being the first name in an email salutation, or a product recommendation on a website but this is only one type of personalization called individualization. Personalization can be less granular and separately target groups of like-minded prospec ...

To personalize messaging, you first need to know about the person. But what is a person? Are they a line item on a purchased list, an anonymous website visitor, a contact in your CRM, a prospect who just walked in the door, or somebody else? Your knowledge of each of these types of people is very different.  Data used for Personalization  Let's consider the common marketing s ...

You may think this is an unusual mix of technologies but we're encountering more and more organizations who use Sitecore, Salesforce, and Micro Focus Content Manager and need them to communicate with each other. Each technology has attributes that ensure it will be popular for many years to come. Sitecore leads the relentless drive for web content personalization and is suppor ...

When you integrate the best CRM with the best CMS many powerful sales and marketing opportunities arise! The biggest gains are in controlling personalization where each website visitor is delivered exclusive content to improve engagement, build loyalty, and increase sales. It's important to pitch targeted marketing messages to prospects as they move through the sales funnel. T ...

Knowing who is on your website and what they are doing is powerful intelligence particularly if the visitor is already in your sales funnel. The number of visits, products/pages viewed, goals hit, and the plethora of other behavior Sitecore gathers is solid gold to the sales and marketing teams. They use it to prepare for sales calls, personalize communications, identify rene ...