Perspectives

Right now, simplifying and protecting data collection and management systems is more important than ever before. With the GDPR deadline behind us and moves afoot to introduce similar protection policies in the US, businesses have to take a close look at how they collect, store and protect sensitive personally identifiable information (PII). Typically PII is: racial or ethnic o ...

It's hard to generate enthusiasm for record management systems! It does not help that people still equate them to handling physical documents, perhaps memories of their "To Be Filed" tray and the loathsome task of emptying it. The annoying aspects of physical filing in bulk are: refamiliarizing yourself with documents you have already read - just to file them rifling through m ...

So you want to integrate with Salesforce! This usually means you have outside data you want in Salesforce, or Salesforce data you want out, or both. Interestingly, there are two ways to get stuff in and two ways to get stuff out, and some ways can be better than others. To get data out of Salesforce, for example, I can be in Salesforce and push it out, or be outside Salesforce ...

Every record in your database should be CRATA - Complete, Relevant, Accurate, Timely, and Accessible. I've always been intrigued by what "Timely" really means, bottom line it always comes down to when stuff happens!  Synchronous Synchronous communication is the real-time interaction between two endpoints. In the human world, this is like a conversation, or online meeting using ...

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 followin ...

At FuseIT we create niche enterprise software products so we need to recover our costs by charging a fee. With our integration product for Sitecore and Salesforce, S4S, we have a number of competing products including free and open source offerings. A potential customer is often not aware of the differences between these products and frequently query us to find out. Small to me ...

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 (lit ...

Sales is a confidence game! Confidence is knowing your products and services and knowing your target prospect. Confidence does lead to more sales. This is a quick look at how you can understand your prospect better. To illustrate the learning process, we use Sitecore CMS, Salesforce CRM, and FuseIT’s S4S integration as example technologies. Traditional Research When it comes to ...

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 discla ...

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 Digital ...