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#1NWebinar
Explorations in Sitecore
21 October 2015
Welcome
Ethel CrosbyOne North InteractiveHead of Technology Operationsecrosby@onenorth.com
Mike SkuttaOne North InteractiveArchitectmskutta@onenorth.com
One North Interactive• Sitecore Solutions Gold Implementation Partner• Sitecore Hosting Partner• Over 30 Live Sitecore Websites• 13 Certified Sitecore Employees• Headquartered in Chicago• Employs Over 80 Innovative Minds
One North Interactive is a digital agency dedicated to serving brand, creative, strategic and technological needs of complex, relationship-based organizations. From brand planning, digital strategy and creative services, to front and back-end development and technology support, our teams work collaboratively to deliver holistic digital solutions focused on strengthening our clients' most valuable asset: their relationships.
For more information, go to www.onenorth.com.
Welcome
Patrick SchweizerSitecoreProduct Marketing Director
Today
• Sitecore Experience Platform– Experience Profile
– CRM Integrations
– Federated Experience Manager
• User Journey – B2B
• Disaster Recovery Options
Sitecore Experience Platform
Context Surrounds Consumers
Sitecore uses contextual information to help you know your customer, and better shape the experience they have with your organization.
Customer Data is Disconnected
8
Social
CRM
Apps
Website
StoreCustomer Support
Connect the Data & Have Context
9
Social
CRM
Apps
Website
StoreCustomer Support
Unify Customer Data Across Any Channel
10
Social
CRM
Apps
Website
StoreCustomer Support
Sitecore Experience Platform
Sitecore Experience Database
Overview of Personalization
• Every component
• For every visitor
• Engagement Value measurement
Simulate Personalization in the Experience Explorer
Use Any xDB Data to Personalize with Rule Set Editor
List Segmentation
§ Consistent
§ Rules-driven
§ Across all data points
§ Intuitive
Email Experience Manager
• Consistent interface
• Multiple options
• Fully integrated
Experience Automation
• Consistent interface
• Harnesses List Manager
• Dynamic Segments
• Fully integrated
Analyze What is Performing
Analyze What Paths Provide the Most Value
Testing as Part of the Authoring Process
• For all content changes
• Simple: in the publishing workflow
• Everyone can now test
Advanced Optimization
• For testing experts
• Complex multivariate testing
• Built into the platform
Federated Experience Manager
Getting Started
Dream big. Start small.Keep improving.
Getting Started - 4 Steps
1. Familiarize Yourself with the New Features– Sitecore's documentation site doc.sitecore.net
– Master Sitecore, the Sitecore Education Services YouTube channel
– One North consulting
2. Focus on Quick Wins
3. Work on Optimization Roadmap
4. Continuous Learning Process
User Journey: B2B ExampleCrosby Consulting
Global Management Consulting Firm
Meet Linda ParkerSenior Director of OperationsNorthwestern Memorial Hospital
Influencer
User Journey: Initial Anonymous Activity
• Linda is actively in the market to hire a healthcare consulting firm.
• Linda does online searches, researching different consulting firms.
• Linda visits the Crosby Consulting site after seeing the firm listed in the Google searchresults. ?
Linda meets a representative from Crosby Consulting at a conference.
Offline Touchpoint
User Journey – Client Meets Sales Team
• Adam Jones, from the Crosby Consulting sales team, attends a conference and meets prospective client Linda.
• They exchange cards.
Adam enters Linda’s contact info into your internal CRM tool.
User Journey – CRM Integration
• The details Adam enters about Linda in Microsoft Dynamics flow into Sitecore.
Adam sends Linda an email with links to the Crosby Consulting site.
Online Touchpoint
User Journey – Connects User’s Website & CRM Actions
• After Linda clicks on the Sitecore email link, Sitecore is able to identify Linda as a user on your site.
Past anonymous website activity
?
User Journey: Personalization
• Now that Sitecore knows Linda, she’s able to get to content she cares about on your site faster during future site visits.
• Linda becomes more engaged with your company, CrosbyConsulting.
PersonalizedContent
PersonalizedContent
Empower Your Sales Team
Sitecore provides insight on how to best interact with clients.
• Adam is notified when Linda clicks on the link he emailed.
• Linda’s Experience Profile, shows additional areas of interest that were previously unknown to Adam.
User Journey - Experience Profile
User Journey – Review Analytics
• Reviewing the analytics shows Linda's interests through the pages she’s viewed and keywords searched on throughout the site.
User Journey – Relevant, Informed Conversations
• Adam updates Linda's status on Microsoft Dynamics as a Prospective Lead.
• He schedules a meeting with Linda, using the information from her Experience Profile to focus the conversation.
• Internally, the marketing team has a better understanding of what type of content prospective clients may find most interesting.
Continue to Develop Your Relationship with Linda
Marketing Automation
User Journey – Engagement Plan
• Linda’s user activity is part of a Sitecore Engagement Plan set up by your firm’s marketing team.
1 Week Later
User Journey – Marketing Automation
• An auto-generated email is sent to Linda reminding her about the webinar she viewed on the website.
• Linda was planning to attend, and registers for the webinar.
2 Days Before the Webinar
User Journey – Marketing Automation
• A second auto-generated email is sent sharing a website link to a new case study on a healthcare topic in which she’s interested.
User Journey – Personalization to Drive Engagement
PersonalizedContent
PersonalizedContent
• Linda clicks the link to the case study page on the Crosby Consulting website.
– Personalized highlights: call-to-action contact link, additional blog posts on related topics
• Linda spends 15 minutes reading content on the CrosbyConsulting website.
• A notification is triggered to Adam from your sales team.
User Journey – View Sitecore Activity in CRM
Adam accesses Microsoft Dynamics to view Linda’s website activity.
User Journey – Informed Sales Opportunity
• Adam decides to set up a follow-up call with Linda to discuss her needs.
Successful digital experiences help to strengthen your relationship over time.
User Journey: Continued
Global Management Consulting Firm
User Journey: Non-Sitecore Website from Acquisition
• Your firm recently acquired Skutta Health, which specializes in healthcare consulting.
• The Skutta Health website is a WordPress site.
• There are currently no budget or development resources available to rebuild Skutta Health’s website on Sitecore.
Disconnected Experience
Consistent Experience
Single View
User Journey – Configure the Site
User Journey – Configure the Site
User Journey – Configure the Site
User Journey – Configure the Site
User Journey – Track
• Linda navigates to the Skutta Health site.
• Linda’s behavior is recorded in her Experience Profile.
• Adam can use these additional insights to personalize his communications.
One North Disaster Recovery Options
Sitecore Deployment Capabilities
One North Disaster Recovery Options
Standard DR Content Delivery
• Fast recovery• Secondary environment
powered off (cold)• Data restored from
nightly backup• Traffic manually rerouted
Advanced DRContent Delivery
• Guaranteed Immediate Recovery
• Secondary environment on standby (warm)
• Data kept in sync between primary and secondary
• Traffic automatically rerouted
Standard DRContent Editing
• Fast recovery• Secondary environment
powered off (cold)• Data restored from nightly
backup• Traffic manually rerouted
Today, We Discussed:
• Sitecore Experience Platform– Experience Profile
– CRM Integrations
– Federated Experience Manager
• User Journey – B2B
• Disaster Recovery Options
Questions?
Ethel CrosbyOne North InteractiveHead of Technology Operations
Mike SkuttaOne North InteractiveArchitect
Patrick SchweizerSitecoreProduct Marketing Director
Thank youVisit us at www.onenorth.com & www.sitecore.net.
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