#1NWebinar: Explorations in Sitecore

#1NWebinar

Explorations in Sitecore

21 October 2015

Welcome

Ethel CrosbyOne North InteractiveHead of Technology [email protected]

Mike SkuttaOne North [email protected]

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


Unify Customer Data Across Any Channel

10

Social

CRM

Apps

Website


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 – 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.