Salesforce

Let's look at using syncing to implement some typical workflows in Sitecore and Salesforce. What is syncing? It's the replication of data from one system to another and functionality that tries to keep both data sets as up-to-date as possible. The alternative is having a single source of truth and accessing the data when you need it in real time. Does that mean syncing creates ...

Organizations that use Sitecore and Salesforce may want to share information with their customers, partners, staff, students or any other group of users. There are several ways to achieve this - we will look at two. Salesforce Community Cloud "Communities" is a ready-made portal that organizations use to disseminate information like knowledge bases, FAQs, forums, messaging, and ...

As an IT company we love technology so much we often get consumed with new features and ideas. Sometimes we forget that customers want to use our products to save and make money. Our fun space is S4S, our Sitecore to Salesforce integration. It's sold all over the world to companies of all sizes. Technically we think it's amazing but in reality, most customers don't want all the ...

Almost every website includes a telephone number. It adds credibility and affirms that real people exist in the business. But what happens if someone actually rings the number!  An operator may be asked questions like: Can you tell me the price of your widget? How does your widget work? Do you ship to my town? What are your payment terms?  Phone calls usually require the oper ...

It's time to panic! An extensive report in 2018 showed 55% of surveyed companies took 5 days or more to respond to lead inquiries. This does not bode well after reading another survey that shows the odds of contacting a lead in 5 minutes versus 30 minutes drops 100 times. The odds after 5 days must be horrendous! It's not just statistics - it also makes sense. The sales team ne ...

It's embarrassing. We've been using web forms to push Sitecore analytics to Salesforce leads with S4S since 2013 but not for a second thought about not using web forms. Then along came a customer who said, "We need to see web analytics in Salesforce but we don't use Sitecore forms!". What! Who does that? Before revealing the solution, a quick note on why you need Sitecore analy ...

The value of an integrated system is often far greater than the value of the individual components. Software integrations expose the features and data in one system to another and vice versa which can add significant value.   Why Integrate? Some common reasons to integrate are: Prevent the need to enter and edit the same data in multiple systems e.g. sharing CRM campaign membe ...

Salesforce Marketing Cloud and Sitecore are best-of-breed systems that specialize in delivering a personalized experience to your prospects and customers. "66% of consumers say they're extremely or somewhat likely to switch brands if they feel like they are treated like a number rather than an individual" Salesforce Marketing Cloud has powerful tools to send personalized emails ...

Healthcare payers, providers, and vendors are facing more competition as consumers are increasingly making their choices online. Coupled with this, consumers are demanding more and more from their online experiences.  Fortunately, there are engagement techniques already proven successful with other industries that can be applied to the healthcare industry to ensure consumers ar ...

Attracting students by inbound marketing is an important tool for colleges and universities. Leads are typically generated from an advertisement on a third party website, or directly from the provider's website. This article looks at increasing student numbers by integrating two best-of-breed systems to provide superior web content and efficiently process leads.  Higher educati ...