See the power of S4S in action.
Register for 21 March 2023
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New Zealand
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Saturday in New Zealand.
CDP4S exposes the activities of website visitors in their Salesforce record! This greatly increases the intelligence available to Salesforce agents who use this information to construct better communications. CDP4S extends the traditional methods of learning about prospects, like searching LinkedIn and Social Media, with up-to-the-minute insights into the mindset of their leads and contacts.
CDP4S provides an overview of website activity as well as intelligence for individual leads and contacts. The default dashboard summarizes the combined website activity in the last X days (the image shows the Dashboard Day Count set to 30 days):
The Guests Overview section provides a quick way to view recent activity. The length of the list is configurable (the image shows the Dashboard Guest Count set to 10):
The data surfaced on the dashboard is captured in Salesforce and therefore available for creating custom reports. For example, it is easy to create a report that lists the recent leads with a goal score over 30.
Salesforce reports can be used to create a chart and then added to the home page dashboard.
CDP4S exposes the website activity of individual visitors in their Salesforce lead or contact record. This is visible in the Sitecore CDP tab. The default layout summarizes the website activity in the last X visits (the image shows the Maximum Visits is set to 10):
The Sitecore CDP detail section shows the "all time" CDP values (first visit, last visit, ref, email, first name, last name, gender, and language). The Segments list shows the segments in CDP that the individual is a member of.
The Sessions section details the behavior on each visit (the number of line items matches the Visits number):
The default charts present a visualization of:
See the power of S4S in action.
Register for 21 March 2023
is
* Friday in the US is
Saturday in New Zealand.
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