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 ...
FuseIT Perspectives
Salesforce Data: To Push, Pull, Batch, Sync, Real-time ...?
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 ...
Personalize voice conversations based on geodata in Sitecore and Salesforce
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 ...
Advanced Call Processing with Sitecore and Salesforce
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 ...
Personalizing Sitecore from Salesforce: Pre-population
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 ...
Sitecore, Salesforce and Marketing Cloud Sales Intelligence
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 journ ...
The Sitecore, Salesforce & Marketing Cloud Round Trip
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 trans ...
Salesforce & Sitecore Support for Call Centers
Salesforce operators can now view live Sitecore website activity and see visitor behavior, even if the visitor is completely unknown. The S4S integration exposes the browsing intelligence collected by Sitecore in Salesforce in real-time. This provides sales or support call center operators with a range of new tools and intelligence previously unavailable. Sitecore intelligence ...
Are Prolonginators Sabotaging Your Success?
While prolonginator is not a real word, it should be because we all know people like this! If one is in your sales or support team your business has a big problem. High levels of responsiveness are absolutely essential in both B2C and B2B worlds. Consider a car buyer who has researched dozens of models, made meticulous comparisons, and finally made the decision to buy. The pro ...
Sitecore Salesforce Integration: Sync or Swim
Led Zeppelin famously said, "Yes, there are two paths you can go by but in the long run there's still time to change the road you're on!". They were not talking about Sitecore and Salesforce but there are two integration paths you can follow, syncing or staying afloat by transacting in real-time. Why and How to Integrate Sitecore with Salesforce First, let's look at t ...
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