Author : Vikas Kumar
Director - Customer Experience, Espire | Sitecore MVP 2021
17/Nov/2019

Vikas is a Sitecore MVP who heads the Digital Experience Platform (DXP) initiatives at Espire. A skilled craftsman in competency building, Vikas is a go-to-CMS expert, known for designing & developing best practices, that consistently transforms digital journey for clients.


Sitecore CRM Connectors - Opening up a World for Integrated & Superior User Experiences

It has been long and successful journey for Sitecore - from being a robust and scalable content management platform to an integrated multi-channel engine with a suite of market-leading tools for managing and improving customer experience.

Marketers have the ability to customize user experience at the micro level with data gathered through every user interaction with businesses, and it helps them to drive personalization, marketing automation, testing & analytics.

While Sitecore is positioning itself as a versatile marketing tool, the truth is that the only way to truly reach a comprehensive view of customer interactions with your brand and use this information to deliver personalized content - is to integrate it with the CRM system.

Connecting User Experience

Customers connect with brands through various channels and it's important to unify data throughout, for seamless experience on each of your brand channels.

Data from Sitecore xDB can be extracted from Sitecore and shared with your other systems, such as Dynamics and Salesforce, and vice versa. It helps to update a Sitecore user profile based on your CRM data. This means you can maintain an up to date and consistent view of users in both systems and use that to influence the way you communicate with them online as well as offline.

CRM Connectors

Sitecore connectors are the latest integration tools from the WebCMS giant that allows for quick customization to fit specific organizational needs. Connectors are so built to allow the delivery of data and functionality to Sitecore. These connectors are highly usable, consistent, manageable and can be upgraded. Sitecore offers CRM connectors both with Salesforce CRM and Microsoft Dynamic CRM.

Sitecore CRM Connectors

Sitecore to Salesforce Connector/ Sitecore Connect for Salesforce

Sitecore Connect for Salesforce helps you combine Sitecore with Salesforce CRM or the Salesforce Marketing Cloud, to help you offer personalized experiences to your users. The Sitecore connector is primarily focused on exchanging profile information to and from the CRM system. This means that the connector lets you synchronize Sitecore experience profiles in Sales Cloud contacts. This bidirectional integration allows Sales Cloud contacts to sync back to Sitecore.

If additional aspects need to be synchronized, they can be made available in the system as 'properties' on contacts. Adding facets in Sitecore is part of the configuration, but it also requires some code changes to help identify facets. Additionally, the connector allows you to synchronize CRM tasks, assigned to the cloud sales contact, in the experience profile within Sitecore.

Sitecore Connect for Microsoft Dynamics

Integrating Sitecore and Microsoft Dynamics CRM can give marketers access to tools to make their jobs easier, while providing benefits to front-line employees. From this integration, you can gain detailed knowledge from customer visits to your website, as well as create new contacts and leads that you can leverage to target different visitor segments. Essentially, the integration of Sitecore and Microsoft Dynamics CRM helps you maximize the data, that your visitors have already provided, and apply this information in new ways - giving you the ability to deliver personalized, targeted experiences to customers.

Espire's Expertise in CRM connector Integration

Our experience in integration of Sitecore connector with both Salesforce CRM and Microsoft Dynamics, and our decade-long partnership with Sitecore, puts us in a leading position to help our prospective customers in smooth transition to connect their Sitecore CMS with their CRM systems.

We have successfully implemented the full workable solution as per contingent custom requirements and initial issues while implementing the connector for exchange of data between the two systems.

Some of the challenges that we have successfully resolved for brands, among others include:

  • Custom Setup
  • Custom field mappings
  • Rule based conditional mapping
  • Sync delta contact pipeline
  • Unique Contact Identifier
  • Managing Duplicate contacts
  • Merging contacts facets

We have helped businesses drastically reduce sync time from days to real-time. At a higher level, data can be integrated by mapping fields from Sitecore's xDB user table with appropriate fields in CRM. Therefore, you need to decide which data you wish to share between the two platforms. With right resources and enough time, you can start creating new acquisitions and continue to retain them by connecting the two platforms together, thereby increasing conversions and quality of leads.

Want to know more?

If you are interested to know more about how connecting Sitecore with CRM systems can help accelerate your customer experience strategy, drop us a line at marketing@espire.com

SCHEDULE A CALL BACK / BOOK A 30-MINUTE FREE WORKSHOP


Tags : Sitecore | Salesforce | Microsoft Dynamics | Customer Experience | CRM connector | Sitecore Connector | User Experience

MORE FROM OUR BLOGS

Designed a Centralized Content Management System for a Leading UK-based Staffing Business

A leading Global Talent Acquisition and Managed Workforce Solutions provider in the UK, needed support to centralize its content management for the 22+ acquired brands and required a simplified process for posting job openings & deploying regular enhancements for content management. Espire considering the challenges, reimplemented the front-end design framework for better performance, security and SEO optimization. We also redesigned the cloud architecture on Microsoft Azure to support constant enhancements required to centralize & manage enterprise & localized content. 

Design & Development of a Responsive SharePoint Website For the holding company of Singapore’s public healthcare providers

The client manages the public healthcare system to ensure that good and affordable basic medical services are available to all Singaporeans.

Enhanced digital customer experiences for a leading Singapore headquartered transshipment hub

The customer's existing website was deployed on-premises and leveraged a WCM platform, Joomla they required a strategic technology partner to revamp the website, improve content delivery and website navigation with needed to map customer journey and access visitor analytics efficiently

Accelerating digital experiences with powerful ui ux for leading industries

UI & UX has emerged as a mainstay when it comes to offering an engaging and easy-to-navigate website/user interface to users. A careful UI/UX design strategy can help in transforming the way organizations interact with their customers as well as their employees by making the platform more streamlined, agile, proactive, easy-to-use and intuitive. Moreover, it can help in increasing user retention, engagement, conversion rates and eventually better ROI.

Espire infolabs enhances search experience for acu wins searchstax partner excellence award 2021

The global leader in search experience management, SearchStax has recognized Espire Infolabs in the Partner Excellence Award 2021 (APAC) for assisting Australian Catholic University (ACU), transform its site search with SearchStudio and driving greater engagement and conversions.

Sitecore composable dxp multiexperience solutions for driving greater business outcomes

Espire is helping leading brands deploy Sitecore Composable DXP to deliver multiexperience and total experience solutions at scale. Sitecore is constantly adding cutting-edge tools and technologies to give marketers and developers the flexibility to compose their DXP platform to deliver total experience solutions at scale. Enterprises are prioritizing their move towards delivering multiexperience solutions to drive impeccable staff and customer experience.

Sitecore ordercloud top features and benefits for driving exceptional digital experiences

Sitecore’s OrderCloud is an API-first headless cloud platform which empowers brands to streamline key business operations like efficient order management, marketplace application integration and driving eCommerce experiences for customers. It seamlessly integrates with your brand’s existing technology stack to drive targeted customer communications and digital experiences across multiple touchpoints

Subscribe To Our Blog

By clicking on "SUBSCRIBE NOW" you acknowledge having read our Privacy Notice.