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 and 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.