See the power of S4S in action.
Register for 21 March 2023
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New Zealand
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Saturday in New Zealand.
CDP4D exposes the activities of website visitors in their Dynamics 365 record! This greatly increases the intelligence available to agents in Dynamics who use this information to construct better communications. CDP4D extends the traditional methods of learning about prospects, like searching LinkedIn and Social Media, with up-to-the-minute insights into the mindset of their leads and contacts.
CDP4D provides an overview of website activity as well as intelligence for individual leads and contacts. The default dashboard summarizes the combined website activity in the last X days:
The Guests Overview section provides a quick way to view recent activity. The length of the list is configurable:
The data surfaced on the dashboard is captured in Dynamics 365 and therefore available for creating custom reports. For example, it is easy to create a report that lists the recent leads with a goal score of over 30.
Dynamics 365 reports can be used to create a chart and then added to the home page dashboard.
Sitecore CDP data in a Lead or Contact record
Sitecore CDP summary data in a Lead or Contact record
CDP4D exposes the website activity of individual visitors in their Dynamics 365 lead or contact record. This is visible in the Sitecore CDP tab. The default layout summarizes the website activity in the last X visits:
The Sitecore CDP detail section shows the "all time" CDP values (first visit, last visit, ref, email, first name, last name, gender, and language). The Segments list shows the segments in CDP that the individual is a member of.
The Sessions section details the behavior on each visit (the number of line items matches the Visits number):
The default charts present a visualization of:
See the power of S4S in action.
Register for 21 March 2023
is
* Friday in the US is
Saturday in New Zealand.
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