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CDP4S provides Salesforce users with the intelligence to effectively communicate with their customers. Built to support Sitecore CDP, CDP4S is a Salesforce package that surfaces Sitecore analytics in Salesforce and enables Sitecore personalization from Salesforce.
CDP4S makes the behavior of each website visitor available to Salesforce users so they get a better understanding of the prospect they are working with. The behavior data includes the pages visited, the number of visits, visit durations, time/date of the last visit, visitor location, what device they used, how they arrived on the website (the referrer), and more.
CDP4S also supports Sitecore Personalize by pushing the values of Salesforce lead and contact fields to Sitecore Personalize where these are used to personalize the content on any website that uses this technology.
CDP4S is totally independent of Sitecore and works on any traditional, hybrid, or headless architectures which interact with Sitecore CDP i.e. it does not require a Sitecore environment.
The real question is "Why do you need website behavioral data in Salesforce?" The answer is to help the Salesforce team identify and prioritize leads based on their characteristics e.g. country, company, job title, or how they behaved on the website. Sitecore CDP can track this data but it needs to be in Salesforce. Having up-to-the-minute intelligence and lead scores in Salesforce helps sales reps focus on the prospects more likely to buy.
After lead qualification and prioritization, the next task is to prepare for a sales call. Sales reps use the recent, relevant, and contextual intelligence collected by the Sitecore website to determine the prospect’s buying intentions. This information reveals the visitor's current state of mind, and how likely they are to purchase.
Many companies deepen engagement and increase sales by personalizing the website based on where the current visitor is in the buying journey. The field and status settings in the prospect's Salesforce record can be returned to Sitecore CDP to become a deciding factor on how to personalize the website when the visitor returns. For example, if sales rep Luke, has recently spoken to a prospect, the prospect will be pleasantly surprised to see a personalized message from Luke when returning to the website a few days later.
S4S allows Sitecore content editors to quickly map web forms directly to Salesforce objects, usually leads or contacts. When a visitor submits a mapped form, S4S creates (or updates) a Salesforce record.
For Sitecore XP customers, S4S pushes the Sitecore behavior directly to Salesforce. For Sitecore XM and Sitecore CDP customers, S4S submits the form data directly to Salesforce, and CDP4S independently pushes the behavioral analytics in Sitecore CDP to the matching Salesforce record.
Existing S4S customers who migrate to Sitecore CDP will need CDP4S if they want visitor behavior in Salesforce. This is because Sitecore CDP essentially replaces Sitecore xDB as the repository for visitor behavior and analytics data.
Visitors, or "guests" in Sitecore-CDP-speak, arrive on the website for the first time:
If the customer returns to the website at any time, the behavior data in Salesforce is automatically updated, usually when their visit ends.
To personalize Sitecore from Salesforce is even simpler. In Salesforce, CDP4S watches for any changes to values in nominated lead or contact fields. If a change is detected, the new values are sent to Sitecore CDP.
If the customer revisits the website and triggers a personalization event, Sitecore CDP processes the request and returns the personalization decision (based on the updated value from Salesforce). The website will show the version of content that matches the decision.
For customers who use Sitecore CDP, CDP4S allows Salesforce users (sales reps, support agents, case managers, etc.) to see the website behavioral analytics in Salesforce and personalize an individual's experience in real time. This creates a single view of the customer in Salesforce which is powerful pre-engagement intelligence. The data can be easily shared with email automation systems, like Salesforce Marketing Cloud, and used to personalize outbound emails and other interactions.
Please contact us for more information or to see a demo of CDP4S in action.
Sitecore CDP Intelligence in Salesforce
View how CDP4S exposes the behavior and activities of website visitors in their Salesforce record. Immediately realize the value this integration brings to sales and support teams.
Personalizing Content with Sitecore CDP and Salesforce
See how CDP4S enables agents and sales reps to deliver targeted web content to customers directly from their Salesforce records. This enables the content to reflect the changing relationship between parties as prospects are moved through sales and support processes.
* Friday in the US is
Saturday in New Zealand.
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