Seamless integration of Sitecore CMS with Salesforce

Overview

Solvio connected Sitecore CMS with Salesforce to ensure seamless integration and maximum efficiency for a global electronics manufacturing company. Through this integration, we created several opportunities to optimize sales processes, improve customer satisfaction, and maximize operational efficiency.

This was made successful by utilizing technology enablers like Pardot, Field Service Lightning, Apex Lightning, and Mulesoft. Pardot forms ensured smooth data flow and incorporating Field Service Lightning ensured periodic maintenance, while improving service quality.

Problem Statement

Our client, a significant player in the manufacturing industry, faced challenges in optimizing sales and customer engagement activities. Traditional methods of lead tracking proved ineffective and appointment scheduling did not meet customer preferences. As a result of these complexities, customer satisfaction, and seamless integration of systems and services were affected.

Solution

To help overcome these challenges and ensure that the client sustained a competitive advantage, Solvio brought about a number of changes, including

Integrating Salesforce with Sitecore CMS
Recruiting technology enhancements like Pardot, Mulesoft, Apex Lightning, and Field Service Lightning to further strengthen and develop actionable and adaptive roadmaps for the future
Facilitating seamless lead tracking using web forms and Pardot forms to ensure that our client is able to manage sales opportunities more effectively
Implementing visitor tracing and engagement programs to promote customer interaction
Enabling appointment scheduling based on customer preferences to streamline the company’s operations and customer satisfaction

Results

By leveraging the power and resources of both Salesforce and Sitecore CMS, we were able to optimize customer experience, maximize efficiency, and create more sustainable and adaptive blueprints for the future.

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