Sitecore and Salesforce

How to deliver powerful personalized

digital experiences

A guide for IT leaders

© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners.© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners.© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners.

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Changes in consumer demand

The challenge for IT

Salesforce and Sitecore solution overview

Sitecore ConnectTM

How it works

Addressing the challenges for IT

In this overview

Consumer demand is changing rapidly

We are more

mobile than ever –moving between devices, locations and channels with ease

Our attention is fragmented –many demands on us mean that brands have to work harder to gain our loyalty

As consumers we crave convenience –we want timely, relevant information presented easily and consistently

Whether its mobile, voice, VR or AI –the pace of technology is accelerating rapidly and won’t stop

Businesses are working hard to stay ahead

• Today’s businesses need to compete for the consumer’s attention in a noisy world.

• Creating personalized, relevant experiences is critical to success.

• The pace of change of marketing channels and technology is accelerating.

And it’s putting a huge pressure on IT teams to deliver streamlined marketing solutions

The challenge for IT professionals

IT professionals must enable businesses to respond to pressures,by delivering

• Business agility –to respond rapidly to changing market demands

• Reduced complexity –streamlining and simplifying systems

• Increased efficiency –reducing manual effort to deliver change

• Overcome inefficiencies –due to disjointed marketing systems, UIs and workflows

• Deliver ongoing fresh content –across desired channels to stay relevant with customers

• Fuse customer data –from CRM, CMS and continuous marketing to deliver

personalization at scale

How can IT professionals help drive these connected customer experiences?

So, what’s the answer?

Two industry leading players have joined forces

The industry’s best digital marketing solution

The industry’s best content management solution

The industry’s best digital marketing solution

To enable you to deliver the right solutions

Streamlined digital marketing

Content

Images

Data

SitecoreConnect™

Web

Mobile

Email

The industry’s best content management solution

SITECORE EXPERIENCEMANAGER

Our content management system delivering global, enterprise-grade, multilingual, multi-site content at scale

The Sitecore and Salesforce solution

SITECORE EXPERIENCE PLATFORM

Providing everything marketers need to understand visitor needs and intents for delivering a more relevant, personalized experience with native digital marketing tool

SALESFORCE SALES CLOUD

Bringing all the customer information together in an integrated platform that incorporates marketing, lead generation, sales, customer service and business analytic

SALESFORCE MARKETING CLOUD

The platform for delivering relevant, personalized journeys across channels and devices – enabling marketers to deliver the right message at the right time throughout all phases of the relationship

Salesforce Marketing Cloud

The industry’s leading Digital Marketing Cloudenables organizations to plan, personalize and optimize one-to-one customer interactions Create 1-to-1

consumer journeys across all channels and departments

Build personalized email campaigns with the world’s #1 email marketing platform

Listen, publish, & engage with your consumers across

social channels

Unite marketing & sales on a single platform for B2B

marketing automation

Personalize mobile interactions—SMS, push notifications, and group

messaging

Power marketing with data from the world's largest premium data

ecosystem

Target 1-to-1 advertising using your CRM data to acquire and

re-engage

Capture and activate data from

any source on a unified platform

Unify Data

Build a single view of your customers, integrate data from any source, and make it actionable

Personalize journeys

Trigger timely, unique and meaningful messages, based on real-time customer behavior

Engage cross-channel

Deliver relevant content on email, mobile, social, ads and the web

Analyze everything

Measure the impact of your business and optimize every interaction

Sitecore Experience Manager & Experience Platform

The market leading Content Management Solution enables you to manages and deliver online and offline digital experiences at scale

Exchange data across Salesforce CRM and

Marketing Cloud tools

Efficiently centralize, store and leverage

content across multiple sites

Edit and execute content easily across

pages, sites and languages with ease

Deliver content at scale across web,

social, print, mobile, IOT, AR/VR – any

experience

Every interaction captured over time per

individual to ensure relevant experiences

Utilize for online/offline experiences like IOT,

beacons, digital signage & more

Analytics powered by ML delivers

automated insights

Proven, scalable,secure delivering

hundreds of thousands of global sites

Manage content

Easily store, edit, manage content for websites, mobile and digital experiences

Personalize experiences

Deliver In-session personalization with relevant content based on persona profiles and rules

Deliver anywhere

Deliver content and track personalized data whether online or offline – coupled or headless

Integrates for efficiency

Content, and data integrate with Salesforce Marketing Cloud and Salesforce CRM

© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners.

• Sitecore content easily accessible by marketers using SFDC Marketing Cloud

• Leverage Sitecore content to deliver personalization across Salesforce email marketing tools

• Instantly access Sitecore content within Content Builder, accessible from within Journey Builder, Email Studio and Mobile Studio

• Reduced manual integration – the connector seamlessly “just works” across the apps

Sitecore Connect™

Seamless connector integrates Sitecore content and Salesforce Marketing Automation

To recap: The challenge for IT professionals

IT professionals must enable businesses to respond to pressures, by delivering

Reduced complexity –streamlining and simplifying systems

Increased efficiency –reducing manual effort to deliver change

Business Agility –to respond rapidly to changing market demands

To recap: The challenge for IT professionals

IT professionals must enable businesses to respond to pressures, by delivering

Shared content and data – between platforms enables the business to respond to new opportunities in a streamlined and timely way

Frictionless integration – Salesforce and Sitecore commitment to developing and maintaining the connector between platforms, reduces manual integration work and reduces the pressure on IT

Best of breed solutions – Choosing proven industry-leading solutions delivers operational efficiency and powerful performance

Reduced complexity –streamlining and simplifying systems

Increased efficiency –reducing manual effort to deliver change

Business Agility –to respond rapidly to changing market demands

Delivered through

Delivered through

Delivered through

© 2001-2019 Sitecore Corporation A/S. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand names are the property of their respective owners.

Helping to capture and harness insights

“Personalizing the digital journey ensures that digital content can be delivered at the individual level to drive engagement and ensure that each person is matched to the Solera network partner that meets their unique goals, needs and preferences. With Sitecore and Salesforce Marketing Cloud, we are able to collapse multiple siloed sites and business tools that allows us to manage content using a single pane of glass and single source of truth to see through to the customer’s journey directly.”

Dan Hurley, VP of TechnologySolera Health

Thank you

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