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Saturday in New Zealand.
CDP4D provides Dynamics 365 users with the intelligence to effectively communicate with their customers. Built to support Sitecore CDP, CDP4D is a Dynamics 365 package that surfaces Sitecore analytics in Dynamics 365 and enables Sitecore personalization to be driven from Dynamics 365.
CDP4D makes the behavior of each website visitor available to Dynamics 365 users so they get a better understanding of the prospect they are working with. The behavior data includes the pages visited, the number of visits, visit durations, time/date of the last visit, visitor location, what device they used, how they arrived on the website, and more.
CDP4D also supports Sitecore Personalize by pushing the values of Dynamics 365 lead and contact fields to Sitecore Personalize where these are used to personalize the content on any website that uses this technology.
CDP4D is totally independent of Sitecore and works on any traditional, hybrid, or headless architectures which interact with Sitecore CDP i.e. it does not require a Sitecore environment.
The real question is "Why do you need website behavioral data in Dynamics 365?" The answer is to help the Dynamics 365 team identify and prioritize leads based on their characteristics e.g. country, company, job title, or how they behaved on the website. Sitecore CDP can track this data but it really needs to be in Dynamics 365. Having up-to-the-minute intelligence and lead scores in Dynamics 365 helps sales reps focus on the prospects more likely to buy.
After lead qualification and prioritization, the next task is to prepare for a sales call. Sales reps use the recent, relevant, and contextual intelligence collected by the website to determine the prospect’s buying intentions. This information reveals the visitor's current state of mind, and how likely they are to purchase.
Many companies deepen engagement and increase sales by personalizing the website based on where the current visitor is in the buying journey. The field and status settings in the prospect's Dynamics 365 record can be returned to Sitecore CDP to become a deciding factor on how to personalize the website when the visitor returns. For example, if sales rep Luke, has recently spoken to a prospect, the prospect will be pleasantly surprised to see a personalized message from Luke when returning to the website a few days later.
S4D allows Sitecore content editors to quickly map web forms directly to Dynamics 365 entities, usually leads or contacts. When a visitor submits a mapped form, S4D creates (or updates) a Dynamics 365 record.
For Sitecore XM and Sitecore CDP customers, S4D submits the form data directly to Dynamics 365, and CDP4D independently pushes the behavioral analytics in Sitecore CDP to the matching Dynamics 365 record.
Visitors, or "guests" in Sitecore-CDP-speak, arrive on the website for the first time:
If the customer returns to the website at any time, the behavior data is automatically updated in Dynamics, usually when their visit ends.
To personalize Sitecore from Dynamics 365 is even simpler. In Dynamics, CDP4D watches for any changes to values in nominated lead or contact fields. If a change is detected, the new values are sent to Sitecore CDP.
If the customer revisits the website and triggers a personalization event, Sitecore CDP processes the request and returns the personalization decision (based on the updated value from Dynamics 365). The website will show the version of content that matches the decision.
For customers who use Sitecore CDP, CDP4D allows Dynamics 365 users (sales reps, support agents, case managers, etc.) to see the website behavioral analytics in Dynamics 365 and personalize an individual's experience in real time. This creates a single view of the customer in Dynamics 365 which is powerful pre-engagement intelligence. The data can be easily shared with email automation systems and used to personalize outbound emails and other interactions.
Please contact us for more information or to see a demo of CDP4D in action.
Sitecore CDP Intelligence in Dynamics 365
View how CDP4D exposes the behavior and activities of website visitors in their Dynamics 365 record. Immediately realize the value this integration brings to sales and support teams.
Personalizing Content with Sitecore CDP and Dynamics 365
See how CDP4D enables agents and sales reps to deliver targeted web content to customers directly from their Dynamics 365 records. This enables the content to reflect the changing relationship between parties as prospects are moved through sales and support processes.
* Friday in the US is
Saturday in New Zealand.
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