The document outlines the capabilities of Sitecore in delivering personalized digital experiences through effective customer experience optimization. It highlights key features such as data integration, lead scoring, and marketing automation to drive positive actions and improve sales outcomes. Additionally, it addresses the importance of understanding visitor interactions and setting up a robust data foundation to enhance website effectiveness.

1. TLT
Response to RFP, April
2017
Professional services: How Sitecore
delivers personalised digital
experiences

2. Placing the
platform in
context
Know who is on
your website
and what they
are doing
Driving positive
actions
Proving the
value to sales
AGENDA

3. ratiopartners.co.uk
Customer
experience
optimisation
Training
Technical best-
practice
& 24/7 support
Implementation
& technology
integrations
Strategic
enablement

4. 4
Sitecore’s Unified Customer Experience PlatformINTEGRATIONDATAPROCESSINGMANAGEOMNICHANNEL
Integrate with business systems or other sources
Collect and connect actionable customer data
Analyse, get insight, make decisions and
automate
Manage content, information and assets
Personalise messaging across all channels

5. KNOWING WHO YOUR
VISITORS ARE AND HOW
THEY ARE INTERACTING

6. ratiopartners.co.uk
Selling your
organisation
Prove your
credibility
Highlight
practice/service
strengths
Differentiate
against the
competition
Discover the
right
information
OBJECTIVES WHEN VISITORS HIT YOUR
WEBSITE

7. ratiopartners.co.uk
Getting your website ready to track,
understand and analyse visitors
from
Unknown to known
SITECORE OBJECTIVE

8. ratiopartners.co.uk
Sitecore
actions
Marketing
outcomes
Data collection
Relevant
experience
Lead scoring
Accurate
targeting
Tagging content
Creating Sitecore
personas
Component
based
Setting up xDB

9. ratiopartners.co.uk
DATA FOUNDATION
Sitecore Experience Profile
Connect
data
Social
CRM
Marketing
automation
Collect
data
Website visits Campaigns
OutcomesGoals
Onsite actions
Channels
Profiling

10. DRIVING A POSITIVE
ACTION

11. ratiopartners.co.uk
Is your web
content
designed
around your
customers
motivations?

12. TLT
Response to RFP, April
2017
Optimising your
website based on
visitors needs

13. ratiopartners.co.uk
Mergers and acquisitions
Coping with less support
Cost reduction
Communicating risk
Understand business
objectives
Understanding business
pressure points
Understand business strategy
Managing corporate
governance
Managing areas outside their
core legal expertise
Business policy
Advising HR
Trading agreements
Managing industry specific
issues
Supplier agreements
Employment law
Commercial contracts expansion (people)
expansion (space)
expansion (offices)
expansion (overseas)
expansion (mergers &
acquisitions)
Staff training
new products & services
Managing risk
Managing cost effectiveness
Changes in commercial law
Government business policy
Currency fluctuations
world events
Changes in regulation
Brexit
world financial newsPresidential election
Legal example: targeting in-house legal team

14. ratiopartners.co.uk
Personalisation
Marketing
automation

15. ratiopartners.co.uk
Site interactions Experience Profile
Search
Email
Social
Offline
Traffic Acquisition
… Other
Channels
Inbound
History &
Integration
Anonymous Visitor Data
Digital
Fingerprint
HOW WE LEVERAGE PERSONALISATION
SOURCE: SITECORE

16. ratiopartners.co.uk
Content
consumption
Time lapse Position
within funnel
Goals
triggered
Search Number of
visits
Lead score CRM update Form
submission

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TYPICAL EARLY STAGE OPPORTUNITIES
Geo-
targeting
Search
keywords
Device type
Asset
downloaded
Profile
match
Explicit data
e.g. forms
Account
targeting
Sector or
service
Retargeting
pages
viewed
Campaigns
triggered

18. PROVING THE VALUE TO
SALES

19. ratiopartners.co.uk
SCORING LEADS
1. Pass qualified leads to sales
2. Classify leads into buckets
based on ‘engagement’
3. Nurture leads based on their
current score

20. ratiopartners.co.uk
INTEGRATING DATA WITH THIRD
PARTY TOOLS

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Extract data and create alerts

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Making data useful for your colleagues

23. TLT
Response to RFP, April
2017
Get in touch
Mario.Kyriacou@ratiopartners.co.uk