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Integrating Sitecore + Crm Webinar

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Walk through of how Sitecore and CRM can be integrated to create a more personalized experience. This integration can be performed with Sitecore and any CRM platform such as Microsoft Dynamics CRM, Salesforce.com or Oracle RightNow.

As Marketing Technologists we believe that CRM systems off the shelf or custom built are the center of the marketers world, with online and offline touch points feeding data into the system.

Published in: Marketing
  • We (Arke Systems) have recently completed a joint venture between Sitecore and Microsoft to better show off how/why these types of integrations should exist. The Marketing Technology showcase we have built is going to be deployed into MTCs (Microsoft Technology Center) in the US and eventually globally.

    If you are interested in learning more please reach out. This slideshare will be updated eventually with the newest materials.

    Thanks,
    Chris Spears - Founder @ Arke Systems
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Integrating Sitecore + Crm Webinar

  1. 1. Technology Strategies for the Marketing Mind
  2. 2. Customer Experience Leaders Outperform the Market
  3. 3. Laura’s Quote: “By 2017 the CMO will Spend More on IT Than the CIO” Scott’s Charts: The Statistics: There are an unlimited number of studies and statistics about the pace of change, CxO expectations, and results
  4. 4. 3 Pillars of Digital Marketing for 2015 Making sense of it all...
  5. 5. Why are we still building silos in an interconnected world? How do we translate marketing needs into technology requirements? Can we make sure our tools work together? How do we make the most of our tools? We paid full price for that technology tool. Why are we only using half of it? What tools do we really need? What’s on The Marketing Mind? TM
  6. 6. Marketing Technology: The Fundamentals
  7. 7. Marketing Technology: Sitecore & CRM ERP CRM Other A CRM for Marketing CMS Web Mobile Table Signage Kiosk Marketing Automation Email Scoring Qualification Nurturing Portals Communities Intranet Partners Customers Loyalty Engagement Listening Social Media Acquisition Analytics Insights Results Attribution Predictive Personalization Engine Digital Endpoints Marketing Technology Magic Data Sources
  8. 8. Crawl “What can we do today and still see results” Walk “We are being specific with our goals and educating your team” Run Fly “We have the foundation now we can start innovating” Quick wins into long term transformation “We lead the industry”
  9. 9. Next Steps
  10. 10. Case Study Digitize Customer & Group Information into a CRM Digital Business Transformation (Sitecore & CRM) AFLAC Increased customer and prospect engagement Reduced marketing and agency dependency on IT Cross channel visitor analytics Reduce time to market for digital properties Improved customer experience Multi Agency Support & Governance Standard Digital Content Delivery Platform Increased agent retention
  11. 11. Case Study Support Tools and Apps that Engage Consumers Digital Commerce Transformation (Sitecore & CRM) MIZUNO USA Increase engagement with custom applications Reduced marketing and agency dependency on IT Support retailing events and marketing Collapse ecommerce funnel Increase ecommerce revenue Personalized and Engage in Ecommerce Channels Implement Customer Experience Management Upsell and cross sell divisions and products
  12. 12. Case Study Analytics Creating Results and Insights Digital Marketing Hub (Sitecore & CRM) MICROSOFT MTC Implicit and explicit content targeting Preference management Customer activation portal Close loop analytics and tracking Business intelligence via dashboards Personalize Content across Web, Email and Ads Know the Customer across all Digital Channels Multiple microsites deployed quickly
  13. 13. Product Demo
  14. 14. DIGITAL PLATFORM Integrate with CRM for Data Integration Create Great Experiences ENGAGEMENT PLANS Collapse the digital funnel Improved customer experience Improve Conversions Create Demand with Web, Email, Text, and Print Create Personalized Experiences across Channels
  15. 15. DIGITAL PLATFORM Integrate with other online and offline Data Sources A Single View of the Customer CUSTOMER PROFILES Increased customer and prospect engagement Reduced marketing and agency dependency on IT Cross channel visitor analytics Reduce time to market for digital properties Improved customer experience Validate your Customer Assumptions Understand the Digital Fingerprint Increased agent retention
  16. 16. DIGITAL PLATFORM Personalize off of any available Data 1-1 Marketing Experiences CONTENT PERSONALIZATION Explicit Personalization (CRM Data) Implicit Personalization (Sitecore Data)
  17. 17. DIGITAL PLATFORM Create One-Click Opportunities (CRM Integration) Leverage Existing Data INTEGRATED DATA Reduce Conversion and Form Abandonment Improve Customer Experience
  18. 18. DIGITAL PLATFORM Integrate External Platform Analytics into Sitecore Use Sitecore Anywhere FEDERATED EXPERIENCE MANAGER Update Look and Feel of any Platform Extend Sitecore into any Platform
  19. 19. DIGITAL PLATFORM Push the Data back into your CRM Test and Improve AB & MULTIVARIATE TESTING Make it work for Marketers Create Tests for Images, Content, and Call to Actions
  20. 20. DIGITAL PLATFORM Centralize on a Single Analytics Platform Engagement Analytics DASHBOARDS Monitor Engagement Values and Goals Filter by Campaigns, Referrers, etc..
  21. 21. Next Steps
  22. 22. Lite Industry research and competitive analysis blended with your goals and metrics Full Follow up interviews and joint reviews lead to a 24 month plan of attach for digital marketing Trial Our best and brightest brainstorming with your team for a day leads to amazing results 25-30%Uplift in their stated goal. Our MTA customers experience a MTAStrategy Analysis Roadmap Marketing Technology Alignment TM (MTA)
  23. 23. "Arke has impressive experience with advanced Sitecore and Dynamics integrations. Their technical strengths are complemented by their commitment to client satisfaction.“ Derek Roberti Director of Technical Services, Sitecore 2013 – Southeast Regional Training Center Only Partner on the Sitecore Product Advisory Board 3 Sitecore MVPS - 2 technical, 1 digital strategy - Longest standing technical MVP - 1 of 2 Digital Strategy MVPs in the country Sitecore Business Optimization Services (SBOS)
  24. 24. "Arke has impressive experience with advanced Sitecore and Dynamics integrations. Their technical strengths are complemented by their commitment to client satisfaction.“ Derek Roberti Director of Technical Services, Sitecore 2013 – Southeast Regional Training Center Only Partner on the Sitecore Product Advisory Board 3 Sitecore MVPS - 2 technical, 1 digital strategy - Longest standing technical MVP - 1 of 2 Digital Strategy MVPs in the country Sitecore: Center of Excellence
  25. 25. Marketing Technologist 65consultantssupporting enterprisecustomers A Loyal Partner 300+projectswitha94%clientretentionrate Sitecore and Microsoft Extremelyclosewithoursoftwarepartners(askhow!) Innovators Weconstantlyimproveoursoftwarepartnersproducts withourownproducts About Arke

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