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Sitecore CMS to Salesforce CRM integration creates new opportunities to interact with customers! Like when your sales team tweak a Salesforce contact record to deliver a personalized experience to their prospect during a sales call.
The S4S connector integrates Sitecore with Salesforce allowing the seamless exchange of information. With real-time bi-directional communication, almost any object in either system can be made visible to the other. For example, website login credentials can be stored and controlled in Salesforce contact records, or Sitecore web forms can push form data, along with Sitecore Experience Analytics, to Salesforce allowing fast and easy qualification.
Discover ways to work with customers without leaving Salesforce like controlling how the website looks and behaves from inside Salesforce as follows:
S4S helps in other ways (see use cases). Consider mass emailing:
S4S supports pushing data to Salesforce using Sitecore web forms and custom web forms. Using web forms with the S4S Mapping Wizard is the easiest way to create Salesforce records from web forms. Sitecore users first create a web form then use the S4S Mapping Wizard to map the form fields to the matching fields of any Salesforce object. When a visitor completes the web form the captured data is pushed to the mapped Salesforce object. This is typically a lead or a contact.
If the mapped object is a Salesforce lead or contact, Sitecore analytics, and personalization data can also be pushed, with the form data, so a complete picture of visitor behavior is visible and reportable in Salesforce (see the following section. This greatly helps preparation and increases sales confidence when making the introductory call. Even better, operators can edit the data in Salesforce so the returning visitor will be given the required unique experience when they next visit the website.
The S4S Mapping Wizard also has an option to automatically add new leads and contacts to an existing Salesforce campaign. This makes it very easy to create targeted marketing lists if your site has multiple capture forms. The adjacent image shows how a Sitecore form is mapped to a Salesforce contact record.
S4S Mapping Wizard for Sitecore 8.2
You can also use the S4S mapping wizard to create web forms that request a username and password from the visitor. The credentials are saved to Salesforce and can, using the S4S Security Connector, enable the visitor to log into the website using the username and password. In this situation, Salesforce is the single source of truth and the credentials are never saved in Sitecore. For more information please download the S4S brochure.
Sitecore 8.2 Analytics in Salesforce
Sitecore takes personalized browsing or "experience" to new levels by capturing the browsing data in its xDB database then profiling the information to determine the likely characteristics of each visitor. The web content is then automatically adjusted to match the evolving profile.
S4S makes this wealth of stored information available in Salesforce lead and contact records. Armed with this data the sales team get a greater understanding of each visitor from their website behavior. They can then approach and interact with visitors and customers with far more knowledge than has been possible to date. Because key data is persisted in Salesforce it is easy to identify hot prospects with high levels of engagement.
Further, if a Salesforce operator learns new information about a lead, S4S lets the operator change the experience of the individual as they browse the website.
See the following videos to help you understand how S4S works:
Creating Salesforce Leads and Contacts from Sitecore (3:51 min)
Creating Salesforce Cases (2:33 min)
Controlling Sitecore Web Experience from Salesforce (5:09 min)
S4S Web Forms for Marketers Support (4:15 min)
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