Sales is a confidence game! Confidence is knowing your products and services and knowing your target prospect. Confidence does lead to more sales. This is a quick look at how you can understand your prospect better. To illustrate the learning process, we use Sitecore CMS, Salesforce CRM, and FuseIT’s S4S integration as example technologies. Traditional Research When it comes to ...
Technology
The Ultimate Web Form
Let's look at what a web form should ultimately be, ignoring the technicalities. First, the usual suspects: Clear form labeling so visitors know what they are being asked for As few fields as possible to encourage them to complete the form First name field so you can respond at a personal level Contact field, usually email address Details field for ad-hoc information A discla ...
Integrating Everything
What if we could integrate everything! Well, not exactly everything but integrate the essential software that every enterprise should be using. According to Gartner, the likely candidates are: Sitecore CMS: Leader in the Digital Experience Platforms quadrant Salesforce CRM: Leader in the CRM Customer Engagement Center quadrant Salesforce Marketing Cloud: Leader in the Digital ...
Using Sitecore for Real-time Communication
A visitor on your website is mesmerized by your web content and excitedly completes a lead form or phones your sales or support team. They almost certainly have the "I want it now" or "I want an answer" mindset and, from a sales perspective, are about as 'hot' as they will get. So what tools and processes exist to take advantage of this key moment in the sales cycle? As it turn ...
Salesforce and Content Manager
The decision by Salesforce to host its services in Australia has led to an upsurge of interest from government departments who can now be satisfied their data is not being stored offshore. Salesforce is appealing for many reasons including powerful workflow and reporting features all wrapped up in an intuitive web interface. It is easy to see why Salesforce is the world's leadi ...
Sitecore to Salesforce – To Dupe or not to Dupe
Creating leads in Salesforce from Sitecore web forms sounds simple until you really start thinking about it! To save a lot of effort, you need clear business rules around lead creation before you start developing a solution. So, you have a simple web form, maybe with the following fields: First name text box Last name text box Email address text box Area of interest dropdown l ...
Why Integrate Sitecore with Salesforce
You could easily argue that Sitecore and Salesforce are individually the best of the best in their respective fields. Sitecore: The ultimate website technology to attract and fascinate prospects with your amazing products (or services) Salesforce: The complete set of tools to interact with and sell to prospects and retain them when they are customers But from this, it is cle ...
Customer Data Storage for Small Businesses
If you are a small or medium-sized business it is likely that some, or all, of your customer data, is stored in a spreadsheet, word document, Outlook, or another system. I, for one, completely understand – a spreadsheet is probably the most productive program on your computer, you’ve already paid for it, so why not use it for everything, right? The simple answer is no; it is as ...
Real-time vs Sync Data transactions between Sitecore and Salesforce
In most businesses today, there are multiple systems supporting day to day operations. A very common question I hear is, “Where do we store our master data?”. There are many answers to this question but my favorite is, “In just one place”! When the conversation involves Sitecore and Salesforce, the answer is a resounding, “Salesforce”. Why? Because the sales team go to the CRM ...
Driving your Website from Salesforce
What does this mean and how can it help my business, I hear you ask! Let’s look at why you might want to let the sales team control web content, then look at some example technologies that help you achieve this. Firstly, “drive” has several possibilities: Show actual web content that comes from Salesforce Personalize the website based on settings in Salesforce Control website ...
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