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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.
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Technology Strategies for the Marketing Mind
Digital Marketing is Complicated!
Customer Experience Leaders Outperform the Market
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
Personalize Everywhere
(CMS)
Know your Customer
(CRM)
Data Driven Results
(ANALYTICS)
3 Pillars of Digital Marketing for 2015
Making sense of it all...
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
Marketing Technology: The Fundamentals
Marketing Technology: Sitecore & CRM
ERP CRM Other
A CRM for Marketing
CMSWeb
MobileTable
SignageKiosk
Marketing Automation
EmailScoring
QualificationNurturing
PortalsCommunities
IntranetPartners
CustomersLoyalty
EngagementListening
SocialMedia
Acquisition
AnalyticsInsightsResults
AttributionPredictive
Personalization Engine
Digital Endpoints
Marketing Technology
Magic
Data Sources
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”
Next Steps
CaseStudy
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
Improvedcustomer experience
Multi Agency Support & Governance
Standard Digital Content Delivery Platform
Increased agent retention
CaseStudy
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
CaseStudy
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
Product Demo
DIGITAL PLATFORM
Integrate with CRM for Data Integration
Create Great ExperiencesENGAGEMENT PLANS
Collapse the digital funnel
Improvedcustomer experience
Improve Conversions
Create Demand with Web, Email, Text, and Print
Create Personalized Experiences across Channels
DIGITAL PLATFORM
Integrate with other online and offline Data Sources
A Single View of the CustomerCUSTOMER PROFILES
Increased customer and prospect engagement
Reduced marketing and agency dependency on IT
Cross channel visitor analytics
Reduce time to market for digital properties
Improvedcustomer experience
Validate your Customer Assumptions
Understand the Digital Fingerprint
Increased agent retention
DIGITAL PLATFORM
Personalize off of any available Data
1-1 Marketing ExperiencesCONTENT PERSONALIZATION
Explicit Personalization(CRM Data)
Implicit Personalization (Sitecore Data)
DIGITAL PLATFORM
Create One-Click Opportunities (CRM Integration)
Leverage Existing DataINTEGRATED DATA
Reduce Conversion and Form Abandonment
Improve Customer Experience
DIGITAL PLATFORM
Integrate External Platform Analytics into Sitecore
Use Sitecore AnywhereFEDERATED EXPERIENCE MANAGER
Update Look and Feel of any Platform
Extend Sitecore into any Platform
DIGITAL PLATFORM
Push the Data back into your CRM
Test and ImproveAB & MULTIVARIATE TESTING
Make it work for Marketers
Create Tests for Images, Content, and Call to Actions
DIGITAL PLATFORM
Centralize on a Single Analytics Platform
Engagement AnalyticsDASHBOARDS
Monitor Engagement Values and Goals
Filter by Campaigns, Referrers, etc..
Next Steps
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
The opportunity Quantify the return your organization can achieve with the right people, processes and tools in place.
A true roadmap to marketing technology success!
25-30%Uplift in their stated goal.
Our MTA customers experience a
MTA Strategy Analysis Roadmap
Marketing Technology Alignment TM (MTA)
"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)
"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
Marketing Technologist65 consultants supporting enterprise customers
A Loyal Partner300+ projects with a 94% client retention rate
Sitecore and Microsoft Extremely close with our software partners (ask how!)
InnovatorsWe constantly improve our software partners products with our own products
About Arke
