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Salesforce Integration

sitecore salesforce integration

When it comes to collecting and connecting customer data—and creating personalized experiences across channels—there is no better combination than Sitecore CMS, Salesforce CRM and Salesforce Marketing Cloud.

Let our Sitecore Implementation Team and Salesforce Customer Engagement Specialists help you implement and integrate a digital engagement solution that automates interactions, personalizes journeys, and makes each one of your customers feel like an important individual.

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How Our Salesforce Implementation Works

Our Salesforce implementation process is designed to ensure your team gets all the insights and functionality you need to track customer interactions on and off your Sitecore site. Here’s how it works.

We work together to outline what customer data you need to gather and review the best user flow possible for initiating the process.

After exploring where the Call to Actions will appear and what content will be collected, Engagency works with you to determine the best technical strategy for passing that data into Salesforce. This is where knowledge of both systems is critical.  We'll need to architect the data on the Salesforce side in an optimal way to use. On the Sitecore side, we map to that structure and possibly include some logic to determine how data is tagged or routed.

Once data is going into Salesforce, we can track what the user does afterward and share the data across systems based on return visits. 

When visitors return, the combination of knowledge gained in Salesforce, coupled with user interactions on the site, enable us to set up personalization with a powerful impact. 

What You Can Expect from the Right Sitecore Partner
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Salesforce for Sitecore: Features and Benefits
Includes a minimum of 150 hours for consulting, planning, installation, configuration, development, QA, and project management.

What Our Clients Have To Say

Adam Monago Headshot
"Our traffic has steadily increased from the first project we launched with [Engagency] through every subsequent one. New visitors continue to increase and time-on-site has more than doubled. All metrics are moving in the right direction."
VP of Digital & Performance Marketing, Consulting Firm
Lisa Konupka Headshot
"Our Google Analytics show that the website has more monthly users, more new visitors, and that the time on site is longer due to the things that [Engagency has] helped me design to keep people going through the marketing funnel."
Lisa Konupka, Social Media Manager at Tunica Convention and Visitors Bureau
Digital Marketing Director
"I’ve worked with a number of companies over the years. They all make a lot of promises during the sales pitch, but then underperform. Engagency, however, is the rare vendor that delivers exactly what they say they’re going to deliver, sometimes more."
Digital Marketing Director, Advanced Material Manufacturer

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Engagency is here to serve and we’re happy to help. Set up a time to talk with us now.

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