Sitecore sits at the core of your customer experience. However, becoming a mature digital marketing organization requires the integration of customer data and CRM and email and CRM. Sitecore and Salesforce can support driving your customer experiences to the next level. This session will show you how it all fits together and discuss successful strategies for use these technologies to deliver on your business objectives. Presented by Tony Rems.
Salesforce is expanding market share at an extremely rapid pace
They expect to pass $22B in revenue in the next 4 years
And Salesforce is the most valuable source of customer data and insights that we have available to us
Salesforce is expanding market share at an extremely rapid pace
They expect to pass $22B in revenue in the next 4 years
And Salesforce is the most valuable source of customer data and insights that we have available to us
TARGET: Prospect is targeted based on criteria defined in DSP, Google, etc.
VISIT: Visits site, anonymously, (via media or direct) bringing along any targeting attributes via tags (exposed in the data layer.
JOIN: All new visitors are assigned a Sitecore ID and a Salesforce ID. Activity is tracked anonymously in both until they authenticate.
The Salesforce ID can be joined to the Sitecore ID as a dimension in Sitecore OR via the data layer
REPLICATE: Sitecore and Salesforce data is replicated and constantly updated in Krux.
RECOGNIZE: Leverage 3rd-party data to recognize the customer either through data such as traffic source, campaign, and/or 3rd party sources to match and enrich visitor profiles.
After the visitor authenticates (7), PII data is captured in SFMC, which is linked to web engagement data via Sitecore & the data layer. Engagement history (across site, SFMC campaigns, sales, and revenue) is available in the CRM for personalization and analysis. The combined data assets can be further utilized for advanced modeling, scoring, forecasting, reporting, and analysis.
CUSTOMIZE: Home page and experiences are customized by xDB based on known attributes and defined rules.
Krux continues to combine and refine all the data and generate deeper insights for personalization.
CRM enables explicit personalization for the logged in user
AUTHENTICATE: When the anonymous visitor completes a form the data is captured on the site, a record is propagated in Salesforce
This completes the contact/lead record with a Sitecore ID and Salesforce ID,
AGGREGATE/ SEGMENT: Krux aggregates all data to create a complete view of the customers from all data sources.
Krux enables segmentation, leverages AI and ML to improve segmentation and extract insights for personalization of both e-mail and web interactions
Stream is the largest direct selling energy company in the world. In addition to its electricity and gas service offerings, Stream also offers nationwide mobile service, protective services including identify theft protection, credit monitoring and tech support including data backup services, and an ever growing number of home products and services including a digital voice service and a smart thermostat. Stream sells its services direct to consumer through a large network of independent associates.
HERO has been strategically involved with Stream since the outset of our engagement. We were initially engaged to make platform recommendations and re-design the marketing site, create a unified enrollment funnel across services, and rebuild the customer portal. In addition to the technical architecture and implementation, Hero has also created all of the experience design across the various web channels, which is all responsive across desktop, tablet, and mobile devices.