In today’s world, your customers expect a seamless experience when dealing with your organisation. It cannot be clunky.

From the email they receive from you with that special offer, to the online shopping experience tailored to their preferences, to personalised and knowledgeable customer service, the experience you provide must be exemplary.

If a customer gets different interactions and perceptions of your organisation – and by default your brand – through a disconnected, inconsistent customer journey and experience, then they’re more likely to take their business elsewhere.

No-one cares if your departments don’t talk to each other, or your systems aren’t set up in the right way. Your customers just want a perfect experience that makes their lives easier and leaves them with positive thoughts about your organisation.

But to do this, you need to have things joined up. You need to ensure that your website (your content management system) relates to your customer data repository (your CRM system) and that data moves between one to the other, to enable a 360-degree customer view and deliver that all-important seamless customer experience.

Sitecore + Salesforce

Sitecore is the world’s leading digital experience platform, trusted by some of the largest international brands to deliver exceptional, personalised digital experiences through content, commerce, and marketing automation.

Salesforce is the world’s leading CRM system that helps manage and improve the relationship you have with customers, drives sales and service customer insight, all from one unified platform. With Sales Cloud, Service Cloud, Marketing Cloud, and Pardot, at your disposal, Salesforce helps you connect with customers, drive even better experiences, and grow your business.

Imagine the power of these two leading platforms in perfect harmony. They will allow you to manage and nurture the entire end-to-end customer journey, giving you the tools and the data needed to deliver targeted, scalable digital marketing campaigns, provide individualised customer service, and drive hyper-personalised ecommerce.

Sitecore + Salesforce. What does it mean?

  • Sitecore and Salesforce can be seamlessly integrated to give you deeper insights, speed up time-to-market, raise marketing ROI, and drive more revenue.
  • Build a single view of your customers by integrating data from any source into Salesforce and Sitecore, and exchanging customer and profile data between Sitecore xDB and Salesforce CRM.
  • Deliver content based on website behaviour and CRM data to deliver intelligent, connected, cross-channel experiences at scale.
  • Drag and drop content between Sitecore and Salesforce Marketing Cloud apps, with uninterrupted data interchange between CMS, CRM, and marketing platforms.
  • Integrate your campaigns and web experiences for deeper insights, increased efficiency, and improved results.
  • Provide customers with the experience they expect by understanding their journey and delivering the right content to them, in the right place, at the right time.
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Sitecore + Salesforce. How does it work?

Sitecore and Salesforce can be fully integrated through a number of connectors, called Sitecore Connect.

By integrating Sitecore with Salesforce and Salesforce Marketing Cloud, Sitecore Connect provides seamless access to data and content as part of your marketing team’s daily workflows. There’s no need to hop between different systems and user interfaces.

Any content you have in Sitecore – the content you’re using on your websites – is directly accessible within Salesforce Marketing Cloud apps like Journey Builder, Email Studio, and Mobile Studio. You can simply drag and drop to create the content and assets you need to quickly and easily deliver campaigns across website, email, and mobile that utilise the same content for a visually seamless experience.

Sitecore Content Hub centralises all your marketing assets within a digital asset management (DAM) solution that stores, manages, and helps you find the content you need. The connector between Sitecore and Salesforce allows you easily grab content from Sitecore DAM for use in marketing campaigns within Salesforce Marketing Cloud, saving you time, money, and a huge amount of effort.

By taking insight gleaned from visitors’ actions on your website from Sitecore, you can build segmented campaign audiences and targeted marketing campaigns in Sitecore Marketing Cloud that will lift conversion metrics. You can sync the data between the systems, and analyse it to deliver exciting, hyper-personalised experiences that drive better marketing results.

With Sitecore capturing rich website visitor data, you can make use of GeoIP, device signatures, and website journeys, to deliver 1:1 personalisation across your campaigns and your website. You can enable targeted emails from Salesforce Marketing Cloud, triggered by actions on your Sitecore website and landing pages. Getting the right message to the right customer at the right time has been proven to increase revenue.

Why Sitecore + Salesforce?

Customers today expect relevant, and personalised experiences at every touch-point.

Forward-thinking organisations know that they need to deliver to customer expectations, and personalise and optimise one-to-one customer interactions across all channels, seamlessly.

But this can’t happen if your systems are disconnected and your data is in siloes. By using Sitecore and Salesforce together as the hub for your organisation’s digital transformation, you can move from just a CMS and just a CRM to having a complete marketing automation and digital experience platform that gives your customers what they need, and what they desire.

Marketing, and the digital world in particular, has increased in sophistication since it began. Sitecore + Salesforce can not only help you keep up, it can provide you with the platform to leapfrog the competition, and drive amazing customer experiences that deliver higher revenues.

To learn more about Sitecore and Salesforce, how they’re better together, and how they can help your organisation transform the customer experience, just get in touch and one of our digital experience experts would be happy to talk you through it.