Why do you need CDP4S?
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.
CDP4S with S4S
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.
