Integrate Webform with CRM Contacts
Thousands, if not millions, of visitors traffic your website every day. But how do you turn these anonymous visitors into real prospects in your CRM and build a fertile sales funnel? By integrating web form data from your content management system with your CRM, you create an avenue for capturing prospect profile, demographic and behavorial data. With Sitefinity CMS Connector for Salesforce, automatically populate web form data as a new CRM record into your database and tag as a lead with pre-applied business logic.
Segment Visitors Based on Salesforce Data
Provide relevant experiences by segmenting customers and prospects and treating them differently. With Sitefinity CMS Connector for Salesforce, synchronize client information held in the CRM with the client and lead user roles of Sitefinity CMS. These user roles provide special permissions for your contacts to have a more meaningful online experience.
Create Targeted Segments from Salesforce Contacts
With Sitefinity CMS Connector for Salesforce, your CRM lead and contact groups are now Sitefinity persona users. Tailor and deliver content and site access uniquely targeted to each persona. Deliver personalized messages, campaigns and journeys that strengthen your persona profiles and convert prospects into customers.