CDP4S Technology

Benefits for IT Teams

Advanced Use of Web Intelligence

• CDP4S is a Salesforce package that transacts form, event, analytics, and personalization data between Sitecore Personalize, and Salesforce.

• Users in Salesforce use this intelligence to understand each visitor (lead), improve interactions and send target messages.

• As conversations are advanced, users can improve engagement by driving website personalization from the lead's Salesforce record (or another mapped record type).

• CDP4S enables dual-mode personalization where web content can be personalized in two ways - as directed by Sitecore Personalize, or as directed by Salesforce.

Enhanced Customer Journey

• Capture: Web form fields and visitor behavior data submitted to Sitecore Personalize are pushed to Salesforce. The form can be mapped to leads (most common), contacts, cases, or any other type of record.

• Analyze: Website activity is vital intelligence to sales and support teams. CDP4S pushes pages visited, the number of visits, visit durations, time/date of the last visit, visitor location, how the visitor arrived on the website, and more to Salesforce. These powerful insights generate sales confidence, enable more targeting options, and increase sales.

• Connect: CDP4S can drive web content to the website during sales conversations. While on calls, Salesforce users can present relevant web pages to the lead e.g. show a product, FAQs, competitor’s website, route map, appointment calendar, download link, or any other web page. CDP4S lets users drive real-time personalization directly from the visitor's Salesforce record. Live content delivery impresses customers and enhances sales conversations.

• Personalize: The CRM team can personalize web content and deliver custom messages to returning visitors! CDP4S can deliver targeted web content from the visitor's Salesforce record via Sitecore Personalize. Personalization is ideal for tailoring web content that reflects the visitor's stage in the sales cycle. Users can create and popup custom messages in a visitor's browser from their Salesforce record. An example message might be, "Great talking to you. Please call me any time on X-XXX-XXXX".

• Close: CDP4S can detect when a visitor has returned to the website and notifies the relevant Salesforce user. Returning visitors indicate renewed interest and this could warrant a follow-up call.

Salesforce Package

• The CDP4S package creates a Salesforce App which collects all related functionality together in one convenient location.

Intuitive User Experience

• Once configured, the user experience is entirely within Salesforce. The Salesforce UI can be customized to fit a customer’s unique needs, e.g., personalized dashboards, layouts, fields, and records.

• The CDP4S Salesforce UI is designed to be user-friendly and intuitive. It is optimized for productivity, with streamlined workflows and intuitive tools that help users get their work done faster.

• The UI offers customizable dashboards, charts, and reports that help you visualize your data and gain insights into your business.

Easy Upgrades

• These occur regularly to optimize performance, improve tracking and reporting, and add new features requested by customers.

Three Support Levels

• CDP4S is supported by FuseIT. Three levels of support are offered:

  • Standard: Email and help desk support. Responses are within one day.

  • Enhanced: Voice support during New Zealand business hours. Responses are within two hours.

  • Priority: 365/24/7 voice support. Responses are within one hour.

Process Automation

• Any field data in the Salesforce CDP4S package is available for workflow automation. Automation examples include lead qualification, lead prioritization, lead assignment, segmentation based on website activity, email dispatch when a visitor returns, etc.

Flexible Integration

• Salesforce is highly accessible to third-party applications and therefore the CDP4S  intelligence data in Salesforce can be easily syndicated to other systems.

• The CDP4S behavioral data is easily made available in marketing automation systems e.g., Marketing Cloud, Pardot, Marketo, etc., by using the native Salesforce integrations with these systems. This enables the content of outbound emails and social media communications to be tailored to the recipient's behavior on the website

Powerful Analytics and Reporting

• Using Salesforce reports, website administrators can determine the success of content changes made to the website over a period of time.

• Using the data provided by CDP4S, Salesforce users can use reports and workflow to:

  • dismiss low-quality leads

  • qualify leads and assign a status

  • identify important leads, by report or status

  • auto-assign leads to a relevant Salesforce owner

  • notify owners of returning visitors

  • auto-create opportunities or other objects