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.
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.
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