Sitecore is a leading digital experience management (XM) and digital experience Platform (XP) enterprise software to create seamless personalized digital experiences on the web.
Sitecore is a highly extensible platform, it integrates well with other popular CRM and ERP platforms. Sitecore has an inbuilt Data Exchange Framework (DEF), for seamless integration of data from and to external systems, using this DEF framework, Sitecore has built numerous preconfigured connectors that deliver Out-of-the-box functionalities to integrate with external systems in less span of time. These connectors are highly usable, consistent, maintainable and upgradable.
Sitecore Connectors
- Sitecore Connect for Microsoft Dynamics 365 CRM for Sales
- Sitecore Connect for Microsoft Dynamics 365 CRM for Retail
- Sitecore Connect for Salesforce CRM
- Sitecore Connect for Salesforce Marketing Cloud
- Sitecore Connect for Sitecore DAM
- Sitecore Connect for Sitecore CMP
- Sitecore Commerce Connect
1. Sitecore Connect for Microsoft Dynamics 365 CRM for Sales
Microsoft dynamics is a multifaceted CRM platform for managing business entities such as Customers (contacts), Products, Events and facilitates the relationship among these entities. Sales, Marketing and Service are three functional modules of Microsoft Dynamics CRM.
Sitecore connect for Microsoft Dynamic 365 for sales is a connector by Sitecore, it facilitates bidirectional data integration between Dynamics 365 and Sitecore. The connector is extensible and customizable to cater to the various business needs.
The key benefits of integrating Microsoft Dynamics 365 CRM for sales with Sitecore
- Personalize web content based on Dynamic CRM Customer (contact) profile
- Push Sitecore forms data (Lead) into dynamics CRM to automatically direct them to sales representatives.
- Enhance the digital email experience marketing using Sitecore’s EXM (Email Experience Manager) that allows to create out-of-the-box and more customized Emails to target CRM customers based on their profiles.
- Business processes can be automated by leveraging Sitecore’s Marketing Automation for the CRM contacts. Business processes such as event notification, discount/offer notification, reminders etc can be automated by Marketing automation using CRM contacts data.
- It improves contacts tracking (analytics) and helps in getting insights of CRM customer behaviour and interests.
- Once the CRM contacts are integrated with Sitecore, most of the Sitecore capabilities such as Personalization, Email Marketing Campaign, Marketing Automation, Customer behavioural analytics can be leveraged to apply contextual and personalized experiences to CRM customers.
2. Sitecore Connect for Microsoft Dynamics 365 CRM for Retail
This connector combines the Sitecore’s digital experience capabilities and CRM back end capabilities to help retailers to an integrated and end-to-end omnichannel commerce solution.
The key benefits of integrating Microsoft Dynamics 365 CRM for Retail with Sitecore
- Retailers can personalize online experiences to their customers using Sitecore experience platform (XP). Pushing this data back to CRM, retailers can apply the advanced CRM capabilities like support for loyalty program, gift cards, order management etc.
- CatLog synchronization and publishing: It synchronizes product catalog data from dynamics 365 into sitecore XP and publishes the content automatically.
- Personalization based on retail interactions: It delivers real-time integration with dynamics 365 commerce runtime services for storefront interactions. Synchronizes Analytics and personalization data from Sitecore to CRM for Contextual Marketing.
- Reference storefront for rapid deployment: It comes with list of features required for B2C retail scenarios. Supports multiple storefronts representing different countries.
- Real-time segmentation of customers and commerce-enabled personalization allow accurate product targeting based on browsing history, basket content, order history, and registration profile attributes
- Commerce personalization like profile, basket, promotion, coupons, order, payment, tax, shipment, store, gift card and loyalty entities can be done on dynamics 365.
3. Sitecore Connect for Salesforce CRM
Salesforce is a CRM solution that brings companies and customers together. Marketing, Sales, Commerce and Service are functional modules of Salesforce CRM. It provides single and shared view of every customer.
Sitecore connect for Salesforce CRM is a connector by Sitecore, it facilitates bidirectional data integration between Salesforce CRM and Sitecore. The connector is extensible and customizable to cater to the various business needs.
The key benefits of integrating Sitecore connect for Salesforce CRM with Sitecore
- Almost all the benefits that we get for Sitecore connect for MS Dynamics will be available for this connector as well.
- Personalize web content based on Salesforce CRM Customer (contact) profile
- Push Sitecore forms data (Lead) into Salesforce CRM to automatically direct them to sales representatives.
- Enhance the digital email experience marketing using Sitecore’s EXM (Email Experience Manager) that allows to create out-of-the-box and more customized Emails to target CRM customers based on their profiles.
- Business processes can be automated by leveraging Sitecore’s Marketing Automation for the CRM contacts. Business processes such as event notification, discount/offer notification, reminders etc can be automated by Marketing automation using CRM contacts data.
- It improves contacts tracking (analytics) and helps in getting insights of CRM customer behaviour and interests.
- Once the CRM contacts are integrated with Sitecore, most of the Sitecore capabilities such as Personalization, Email Marketing Campaign, Marketing Automation, Customer behavioural analytics can be leveraged to apply contextual and personalized experiences to CRM customers.
- Salesforce contacts are exposed as Sitecore users: Salesforce Authentication service can be utilized to authenticate Sitecore users using federated authentication.
4. Sitecore Connect for Salesforce Marketing Cloud
It’s a CRM platform for marketers that allows to create and manage Marketing Automations, analytics and campaigns. It offers solutions for email, mobile, social media, personalization, advertising, content creation, customer journey management, data analysis, and predictive analytics.
Sitecore connect for Salesforce Marketing Cloud is a connector by Sitecore, it facilitates unidirectional data integration from Sitecore to Salesforce Marketing Cloud. The connector is extensible and customizable to cater to the various business needs.
The key benefits of integrating Sitecore with Sitecore connect for Salesforce Marketing Cloud
- It allows Marketers of Salesforce Marketing Cloud to have a single platform to build marketing activities by integrating Sitecore Content and xdb Analytics (user journeys) data.
- Content Exchange: Synchronizes Sitecore content (data, media items) with Salesforce Marketing Cloud. Automatically synchronizes Sitecore media items from Sitecore to Salesforce Marketing Cloud.
- Behavioural data exchange: Synchronizes Sitecore behavioural analytics data and contacts from xDB with Salesforce marketing cloud, it helps in
- Personalizing email communications in Email Studio
- Controls contacts journey through automation plans in Journey builder
5. Sitecore Connect for Sitecore DAM
Digital Asset Management (DAM) is a software solution that allows enterprises to manage their content assets like logos, images, videos, pdf’s, documents etc in a centralized location, DAM is part of Sitecore Content Hub.
Sitecore DAM provides the ability to create, store and search media assets (Photos, Videos and documents etc.) and make them available across multiple channels.
Sitecore connect for Sitecore DAM is a connector by Sitecore, it facilitates bidirectional data integration between Salesforce CRM and Sitecore. The connector is extensible and customizable to cater to the various business needs.
The key benefits of integrating Sitecore connect for Sitecore DAM with Sitecore
- Provides marketers and web editors the ability to create, store, select assets directly from DAM from within the Sitecore environment
- It improves the user experiences, leverages the functionalities exists in both (Sitecore + Sitecore DAM) the platforms and adds additional features like assets workflow (Work in Progress, Approved Assets)
- Image cropping, searching, faceting can be done within Sitecore.
6. Sitecore Connect for Sitecore CMP
Content Marketing Platform (CMP) is a solution that allows marketers to plan, author, collaborate different types of content required for content marketing. It’s a central hub that provides an overall view of all content and its performance.
Sitecore connect for Sitecore CMP is a connector by Sitecore, it synchronizes the content created in Sitecore content hub to Sitecore Experience platform (XP)
The key benefits of integrating Sitecore connect for Sitecore CMP with Sitecore
- Provides marketers and web editors the ability to work with content created in Sitecore Content Hub. When changes are made in Sitecore content Hub, it would get updated automatically within Sitecore based on mapping.
- It provides streamline processes in one unified environment.
- It helps marketers to understand the content effectiveness across the channels.
- It helps marketers in content planning and strategy, approval and publishing across channels
- It helps in efficient content creation, management and scalable content distribution
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