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Segment and Target with Salesforce Data

Enable sales teams with intelligence from online behaviors; Personalize the website experience based on contextual data from Salesforce

Integrate Webform with CRM Contacts

Thousands, if not millions, of visitors traffic your Website every day. Now the hard part is to build your sales funnel by turning these anonymous visitors into real prospects on your CRM.  By integrating the Web form data from your content management system with your CRM, you have an avenue for capturing information like names, email addresses, and other demographic data.  With Sitefinity CMS Connector for Salesforce, you can automatically populate Web form data as a new CRM record into your database. With business logic already applied the record will be tagged as a lead.   

Integration of your CMS web form data with CRM

Segment Website Visitors Based on CRM Information

Both existing clients and new leads visit your website every day and sign up to get access to content or their personal accounts. To provide a relevant experience you must segment clients and treat them differently than new leads. With Sitefinity CMS Connector for Salesforce, you can synchronize client information held in the CRM with the client and lead user roles of Sitefinity CMS. These user roles provide special permissions for your contacts to have a more meaningful online experience. 

CRM Data to segment website visitors and apply special permissions

Personalize the Online Experience - Create User Segments from Salesforce Contacts

Now that you have populated your Salesforce CRM database with leads and contacts, you have the capability to segment these records into groups.  These groups in your CRM can also be populated as users in your CMS database.  With Sitefinity CMS Connector for Salesforce, your CRM groups are now Sitefinity users who can log into your website and gain access to relevant and specific content that has been personalized for that target group. 

Use Salesforce CRM groups to populate the CMS database

Resources

Whitepaper

Supercharge Conversion Rates with CMS + CRM + Marketing Automation

Read this white paper to learn how an integrated CMS platform brings all of these tools together to consolidate the data gathered about your...

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Webinar

CMS + CRM + Marketing Automation: Mapping the Customer’s Journey

As a business user, responsible for a company’s marketing plan and tactical implementation, you are required to deliver qualified leads to the sales team that will ...

Infographic

Supercharge Your Conversion Rates

Data held in Marketing Automation and CRM systems tell us what sites buyers are visiting, where they are in the buying process, and even what they might do next...

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