Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Sitecore Integration Service
The Salesforce and Sitecore Certified Solutions Partner You Can Trust
When it comes to collecting and connecting customer data, and creating personalized experiences across channels– there is no better combination than Sitecore CMS, Salesforce CRM and Salesforce Marketing Cloud.

Watch Video
Description
Our Salesforce implementation process is designed to ensure your team gets all the insights and functionality you need to track customer interactions on and off your Sitecore site. Here’s how it works. We work together to outline what customer data you need to gather and review the best user flow possible for initiating the process. After exploring where the Call to Actions will appear and what content will be collected, Engagency works with you to determine the best technical strategy for passing that data into Salesforce. This is where knowledge of both systems is critical. We'll need to architect the data on the Salesforce side in an optimal way to use and on the Sitecore side, we map to that structure and possibly include some logic to determine how data is tagged or routed. Once data is going into Salesforce, we can track what the user does afterward and share the data across systems based on return visits. When visitors return, the combination of knowledge gained in Salesforce coupled with user interactions on the site enable us to set up personalization with a powerful impact.
Highlights
Real-Time Customer Insights With Salesforce, there’s no guessing how prospects are engaging with your web content. You know. Your team can see every click they take, gaining deep insights into what moves them down the funnel, faster.
Personalized Content Delivery Salesforce and Sitecore rely on customer data and click behavior to hone their algorithms, delivering the right pieces of content to your visitors, just at the time they want to see them.
Team Efficiencies With Sitecore and Salesforce working in tandem on your behalf, your team has more time to work on the things that matter. Marketers can spend more time developing content that converts. Sales folks, can spend more time closing leads.
Provider Details
Languages
English • Spanish