Sitecore Salesforce Connector - S4S Now I Real time Interactions

S4S Now

S4S Now lets sales reps take control of the caller's Sitecore website in real-time during sales or support calls. This makes S4S Now the perfect tool for inbound responders! How is this possible? Let's walk through the process ...

Each Sitecore visitor is assigned an identifier

A four-digit Customer ID is displayed in the page footer. The identifier is also a link that can be populated with a URL from Salesforce.

Sitecore visits can be viewed in Salesforce

Show a list of website visitors in the S4SNow tab in Salesforce.

How does S4S Now Work?

Four visitors can be seen on the website, each with a Customer ID.

Sales reps who are speaking to a visitor can simultaneously interact with them by requesting the CustomerID and identifying the web session in Salesforce.

After identifying the visitor, the sales rep can see important Sitecore intelligence in the matching line item. In this example, Customer 1594 has:

Visited 13 pages on this visit
An engagement value of 50
Been on the website for over 3 minutes
Visited a total of 7 times
Been assigned the Lawyer pattern card by Sitecore (indicating behavior)
A contact record in Salesforce

The sales rep can take several actions during the call:

Using the link, redirect the visitor to any web page or document URL (show specific sales or support pages)
Adjust the Sitecore personalization for the current visit and future visits
Create a new lead, contact, or case from information provided during the sales call
Directly access and edit the callers lead or contact record if it already exists

Why is S4S Now so powerful?

S4S Now works with completely anonymous visitors. No login or identification is required. Using the link, content can be shown to visitors during voice, conference, or video calls including:

Pages on the current Sitecore website like
- Product detail pages
- FAQ’s and support information
- Images
- Pages where email and personal preferences are set
- A calendar to discuss possible appointment times
- A map page to discuss locations, journey times, and parking information
Hidden pages on the current website like
- Competitor comparisons
- Deal pricing
PDF documents made available from Salesforce or elsewhere like
- Specifications
- Warrantees
- Legal contracts
Pages on third-party websites like a payment provider

S4S Now can reduce, or even eliminate, email interactions with prospects and customers.

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Augmenting Sales and Support Calls with S4S

S4S Now

How does S4S Now Work?

Why is S4S Now so powerful?