Sitecore and CRM are
better together.
There are three core
business reasons to consider integrating your CRM with Sitecore:
• Better Sales/Marketing
Alignment
• Better Personalization
• 360 view of your
customer
Sitecore has written free
modules to help integrate Sitecore and your CRM. There is an integrator for
Microsoft Dynamics CRM as well as one for Salesforce. These modules are help
get you started, but required custom code to create the end-to-end integration.
There are three main ways
to integrate CRM into site, as is seen in below Figure.
1. The modules support
two-way contact synchronization. Contacts in CRM are pulled into Sitecore along
with any CRM fields you deem appropriate. You can even pull in custom fields.
For example: if you
want a contact field for “Persona” so your sales team can understand what
behaviors this contact exhibits on your digital experiences. These insights
might help them create a
more personalize
message. The opposite is also true; data in CRM can drive personalization in
Sitecore.
2. Code in CRM can call
back into Sitecore through Sitecore’s API. Perhaps you create a campaign in CRM
and you want a corresponding campaign automatically set up in Sitecore to
ensure both tools are working in tandem.
3.Add custom action in Web
Forms for Marketers forms. These actions can create CRM records, such as leads,
contacts, or activities.
I hope you like this. Stay tuned for more Sitecore
related articles.
Happy Sitecoring :)
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for you.
