FuseIT

🚀 Big news! Send2CRM, our new CMS to Salesforce connector, has officially launched on Salesforce AppExchange, THE marketplace for business applications seamlessly integrating with Salesforce.

Transform your sales strategy with Send2CRM, as it consolidates web behavior data from all your websites directly into Salesforce. Streamline your sales efforts, gain a holistic view of customer behavior, and elevate your lead qualification process with automation. Create tailored messages that truly connect with individual profiles.

Want to try or buy Send2CRM? Visit Salesforce AppExchange.

https://www.fuseit.com/launch_appexchange



Send2CRM Now Available on Salesforce AppExchange Our new CMS to Salesforce connector, Send2CRM, is now on the Salesforce AppExchange, a testament to our commitment to innovative solutions for better customer and sales experiences.

Sales gurus swear that sales intelligence adds to revenue growth but where does the intelligence come from? Example sources are the CRM, LinkedIn, Social Media, blogs, public records, or news items. Unfortunately, none of this is real-time intelligence. So how do you get the what, when, where, why, and how in the context of your product? For that, we need website intelligence - a rich collection of up-to-the-minute data relevant to the visitor's needs right now. https://bit.ly/48ce0Ou

Salesforce is the world's leading CRM for a reason. It makes life easier for its users with a simple interface, a range of easy-to-use tools, and automation features to lighten the workload. Integrating Content Manager with Salesforce greatly strengthens file management processes, reduces workloads, and expands accessibility to a broader audience via an Internet connection.
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OpenText Content Manager: To the Cloud and Beyond | FuseIT Integration with OpenText Content Manager improves the availability of documents in Salesforce and much more. See how Content Manager can work for you.

Behavioral sales intelligence in Salesforce lets sales teams understand each lead's needs and preferences. Send2CRM goes further and enables sales to personalize, communicate, and track website visitor engagement from Salesforce, delivering targeted personal content throughout the entire customer journey.
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Using Sales(force) Intelligence with Send2CRM | FuseIT Send2CRM provides outstanding intelligence and new ways for Salesforce teams to interact with leads and prospects on the company website. For example, by leaving a personalized message for an important visitor. Send2CRM enhances the sales team experience and customer journey at every step.

Managing leads from multiple websites is a complex and frustrating process, particularly for enterprises with numerous concurrent sites that use different technologies and integration methods to connect with Salesforce. To avoid a tangled web of disparate systems, this article proposes a solution to streamline lead management and achieve seamless Salesforce integration, no matter the website technologies used.

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Chaos to Cohesion: Connecting Multiple Websites to Salesforce | FuseIT Managing leads from multiple websites is a complex and frustrating process, particularly for enterprises with numerous concurrent sites that use different technologies and integration methods to connect with Salesforce.

Many CMS vendors overlook the importance of providing sales teams with visitor behavior data, a crucial intelligence for CRM lead records and a 'Must Have' for organizations supporting their sales teams.

Sales Teams: Bridging the CRM-Website Chasm | FuseIT Many CMS vendors still don't understand the massive value of providing sales teams with the behavior of website visitors. This intelligence is incredibly useful in a CRM lead record and a "Must Have" for any organization that wants to actively support its own sales team.

Salesforce teams thrive on lead intelligence, and one powerful source for this valuable information is the company website. More specifically, it's crucial to analyze the browsing behavior of visitors before they even became a lead! Send2CRM is a connector that captures website activity and sends it to a Salesforce record, but this is just the beginning.

Web technologies are in a constant state of flux and trending towards increased complexity. Relentless change benefits software providers who continue to introduce complex technologies often when simpler alternatives are available.

Why is Web Technology so Complicated? - FuseIT Careful marketing is often the agenda behind new web architectures and technologies. This article looks at how simple is often best and comes at a fraction of the price.

Providing personalized experiences is key to building strong relationships and driving revenue growth. Sitecore delivers such experiences, while Salesforce is a powerful tool for processing leads and managing ongoing customer relationships. Integrating Sitecore with Salesforce provides a 360-degree view of each customer, and enables sales and support teams to personalize experiences and deliver targeted messages.

Sitecore Salesforce Integration: Connecting Data Dots - FuseIT Providing personalized experiences is key to building strong relationships and driving revenue growth. Sitecore delivers such experiences, while Salesforce is a powerful tool for processing leads and managing ongoing customer relationships. Integrating Sitecore with Salesforce provides a 360-degree....

For many companies, being unable to access their data is crippling. Integrating Salesforce with OpenText Content Manager (TRIM) enables companies to access Salesforce records and documents during periods of Salesforce unavailability. Beyond being a Salesforce backup system, CM has other benefits that include information governance, identification, preservation, collection, processing, review, analysis, production, and presentation.



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Millions of users process records and key documents in Salesforce. The T4S integration enables these documents to be copied or moved to OpenText Content Manager (TRIM) along with the important contextual information accrued in Salesforce. This short article looks at why this is important and how it improves the robustness and efficiency of record management. bit.ly/3kDStdG

OpenText Content Manager, Salesforce and Disconnected Documents Disconnected documents are a huge challenge for those who look after important records.

Micro Focus Content Manager to Salesforce integration makes sense. T4S enables TRIM records to be managed from within Salesforce. This improves compliance, operational efficiency, document availability, and in many cases significantly reduces the cost of cloud storage. https://bit.ly/3jVZQfG

Salesforce and Micro Focus Content Manager: Better Together The clever use of integration products to unify best-of-breed systems is widely preferred over creating bespoke products from scratch to solve business problems. This discussion focuses on the benefits of integrating Micro Focus Content Manager (HP Trim) with Salesforce.

T4S is a bidirectional Salesforce to Micro Focus Content Manager (CM) integration that simplifies document management. Users are distanced from the complexity of CM and they are able to add and change CM records from within Salesforce, all while respecting the user's access rights based on their CM permissions. https://bit.ly/3UGXnCy

Simplify document management with Micro Focus Content Manager and Salesforce - FuseIT If you are entrusted to store and manage information, there has never been a time when this is more challenging! Protecting and caring for information requires good management, trained staff, and modern processes. If you have Micro Focus Content Manager (TRIM) and Salesforce, T4S is a powerful integ...

Sitecore Personalize collects powerful visitor intelligence that has real value to sales reps and support agents. In the hands of the Salesforce team, this intelligence accelerates lead conversions and customer retention by providing insights into customer behavior prior to, during, and after the sales process. FuseIT’s CDP4S integration captures web form values and behavior data and enables powerful website personalization to be driven from within Salesforce. https://bit.ly/3WmK641

How Sitecore Personalize Improves Salesforce Lead Processing - FuseIT Website browsing intelligence helps sales teams interact with prospects more effectively. The visit count and durations, goals, pages visited, last visit date, and other "tells" all reveal the visitor's level of engagement, state of mind, budget, sales readiness, and more. This is valuable intellige...

Imagine if everywhere your prospect went on your website was available in their Salesforce record. CDP4S ensures your business gets the maximum value from Sitecore CDP by capturing form data and website behavior in Salesforce while enabling website personalization from Salesforce

Sitecore Personalize and CDP with Salesforce: An Easy Win - FuseIT Sitecore Personalize (and Sitecore CDP) is the technology du jour at this year's Sitecore Symposium. They are perfect technologies for dealing with web optimization and behavioral analytics in a composable way.

How to collect website leads, where to put them and how to process them are important decisions for any business. We all know they should “somehow” get into the CRM but how do we do that effectively. This post looks at these questions in the context of Sitecore and Dynamics.

Connecting Sitecore Web Forms to Dynamics 365 - FuseIT Making a great Sitecore website is only half the job. Real success is measured by how many visitors make themselves known, usually by completing a web form. This post looks at creating leads from web forms in the context of Sitecore and Microsoft Dynamics 365.

The triggers that can be used to initiate Sitecore personalization and how Salesforce can play an important role. https://bit.ly/3DwdyxG

Sitecore: What to Personalize (from Salesforce) - FuseIT Sitecore personalization is still a mystery to many but the objective is quite simple - create compelling content to increase visitor engagement, generate more leads, and make more sales. But exactly what should you personalize? This post looks at how to inspire visitors to engage with your brand, b...

Sitecore CDP to CRM integration shares what the marketing team has learnt about prospects with the sales and support team. Knowing the visit statistics, browsing behavior and sentiments of prospects provides CRM agents with the intelligence they need to form better relationships.

Sitecore CDP with Salesforce and Microsoft Dynamics 365 - FuseIT FuseIT announces two CRM integrations to support Sitecore CDP and Sitecore Personalize. This comes two months after the release of S4D, a Sitecore to Microsoft Dynamics 365 integration. The new integrations, CDP4S and CDP4D, enable sales reps and support agents in Salesforce and Microsoft Dynamics 3...

Getting Sitecore visitors into Salesforce is one of the most important things your website does so it had better work. The new S4S Mapping Wizard will make you rethink your entire lead collection process in terms of resilience, flexibility and ease of use.

New Tools to Map Sitecore Forms to Salesforce - FuseIT Sending Sitecore web form submissions to Salesforce is a primary business objective if you use Sitecore and Salesforce. This critical process must be flexible, scalable, easy to configure, and graceful in failure.

CDP4S enables Salesforce agents to see Sitecore website analytics in Salesforce (and Marketing Cloud. Pardot, etc.) and personalize an individual's website experience in real-time. https://bit.ly/3SWCNyi

Sitecore CDP and Salesforce - FuseIT We are excited to be working with Sitecore CDP and congratulate those who had the vision to integrate Boxever technology into the Sitecore ecosystem. The improved flexibility CDP (or Customer Data Platform) provides will benefit many. In terms of Sitecore to Salesforce integration, we have customers...

Integration is about getting access to data in another system, usually by syncing, or data replication. This approach is required in some situations but comes at a cost. This post looks at some of the sacrifices you make when syncing data from one source to another. https://bit.ly/3Ju0Mkk

Is your Sync Driving you Crazy - FuseIT Last night I booked a flight from Christchurch to London return online. It's around 28 hours each way in two sectors. The booking site offered dozens of routes and I eventually selected my flights based on seat availability, journey duration, transit time and cost. When I went to pay, the booking si...

S4S, FuseIT’s Sitecore to Salesforce integration, now supports Apigee and other API management software. The new Custom Headers field enables the necessary HTTP headers to be passed from Salesforce to S4S web services hosted in Sitecore via Apigee (or similar). https://bit.ly/3orI1nM

S4S and Apigee - FuseIT The latest release of S4S includes support for Apigee and other security gateways that intercept service requests with a proxy layer to abstract away backend service APIs.

When mapping Sitecore web forms to an external system requires you to make some tricky decisions. The wrong one is likely to take you down a path of despair as you try to match up the schemas of two different systems. Sync or transact in real-time, we look at the challenges. https://bit.ly/3byuFTB

FuseIT’s new Sitecore to Microsoft Dynamics 365 integration avoids all the challenges of syncing by transacting in real time. The result is better quality data, fewer duplicates, and faster processing, all with no developer input.
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Pushing Sitecore Form Data to Dynamics 365 - FuseIT Sending Sitecore web form submissions to your CRM is the primary objective of many websites. It's very important then, that the lead capture process should be flexible, scalable, easy to configure, and graceful in failure.

FuseIT’s new Sitecore to Microsoft Dynamics 365 integration avoids all the challenges of syncing by transacting in real-time. The result is better quality data, fewer duplicates, and faster processing, and all with no developer input.
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Join this session to learn how Salesforce to Micro Focus Content Manager integration improves the efficiency of Salesforce teams. T4S is a bidirectional real-time integration that uses Salesforce automation to file documents in Content Manager. This makes record management almost transparent and is an easy way to make Content Manager accessible to more people.

Organisations can replace any Salesforce file with a link to the same document residing in Content Manager. Alternatively, T4S can be configured to keep documents in both systems. Using automation, T4S allows the attachments in inbound emails to be auto-saved to Content Manager. Similarly, key Salesforce records can be auto-saved to Content Manager as HTML files.

Users in Salesforce can also search Content Manager for documents, view and edit these locally, then save them back as a new version in Content Manager. T4S uses automation to make file management easier in Salesforce.

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Micro Focus ANZ IMG Webinar Series 2022 “Our 2021 webinar series enjoyed very positive feedback and attendance. With the 2022 series you will find a refreshing mix of sessions, all of which are designed to speed up and maximise outcomes for your data governance, compliance, and data privacy requirements. Stay up to date and hear from ou...

For many organizations, it makes little sense to have their key documents stored in the cloud. The advantages of having them available on a local network simply outweigh the benefits of pushing them to the cloud. We can, however, gain the benefits in other ways

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Micro Focus Content Manager and the Cloud - FuseIT Micro Focus Content Manager will be with us for many years yet. The constant stream of new features, significant user base, volume of stored documents, and lack of competitive alternatives guarantee it! The overarching reason, though, is that if it works and if it ain't broke, don't fix it.

Micro Focus Content Manager (TRIM) to Salesforce integration increases productivity, extends the usable life of both systems, lowers costs, improves data integrity and improves user satisfaction. FuseIT’s T4S integration simply transforms document management for Salesforce users – an example of how two powerful systems can become something even greater.

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The Magic of Micro Focus Content Manager + Salesforce - FuseIT Micro Focus Content Manager, previously called TRIM and HP Records Manager, is an EDRMS playing an important role in many organizations. In software terms, Content Manager has been around a long time. Due to its popularity and the volume of information it stores, it will be with us for a long time t...

Filing documents to Micro Focus Content Manager can be automated for Salesforce users via the T4S integration. Clever features in Salesforce allow users to file documents in real-time or schedule them for filing later. T4S simplifies and exposes the key features of Content Manager in Salesforce to increase user satisfaction and efficiency. In some cases, mundane and laborious document filing tasks can be entirely replaced by Salesforce automation workflows.

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The Case for Micro Focus Content Manager + Salesforce - FuseIT Many users see document management as a chore that obstructs and diminishes their productivity. Filing forces users to abandon their current thought stream (or context) and adopt a different mindset to classify and categorize documents. Some systems use automation workflows, machine learning, and ot...

In the world of record compliance Micro Focus Content Manager and Salesforce make a formidable combination. Integration improves the number of record commits, increases user satisfaction and operation efficiency, saves costs, and a host of other advantages.


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Micro Focus Content Manager and Salesforce: A Perfect Match! - FuseIT How do we make sophisticated record management systems easier to work with? One way is to wrap them with a modern technology everyone loves to use. This article looks at the benefits of wrapping Micro Focus Content Manager (CM) with Salesforce.

Sitecore, Salesforce, and Salesforce Marketing Cloud each provide powerful ways to enhance the customer journey. Integration by shares the data generated by each system culminating in a "round trip" that has accumulated a customer interactions across all the systems.


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The form field values on a Sitecore form can be used to personalize content for the current and future visits. We look at why this can be just as important as the default Sitecore personalization.

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Web analytics is much more than tracking visitor behavior on your company website. It can be used for site personalization and as a source of information for the sales team.

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The Power of Web Analytics - FuseIT Web analytics is the tracking data collected when a visitor navigates a website. The analytics includes information like the visitor's location, how they found the site, which pages are popular, session duration, pages per session, bounce rate, device type, and so on. This blog looks at three types....

Integrating Salesforce with Micro Focus Content Manager requires a taxonomy that accepts automated document insertion while also meeting the requirements of the business. This article looks at some optional folder structures in Content Manager that can receive Salesforce attachments.

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Salesforce, Micro Focus Content Manager, and Taxonomies - FuseIT Large organizations have important documents that need robust protection. Often the creation, receipt, maintenance, use, and disposal of documents are governed by tight regulations and non-compliance has serious consequences. If your organization needs to meet strict document governance and regulato...

Salesforce makes it easy to save documents to the cloud but sometimes it makes more sense to use your EDRMS to look after important files.



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Reduce Salesforce File Storage with EDRMS Integration - FuseIT Salesforce has several ways to store files including features and tabs like attachments, files, content, chatter, documents, and knowledge. Salesforce allocates around 10GB of file storage per org plus an allocation of 2GB per user license. This means a company with 200 licenses gets about 410GB of....

As Digital Experience Platform (DXP) vendors try to deliver an ever increasing range of features and modules, they risk deteriorating into a complex product that is hard to deploy, update and support. Is it time we go back to the basics and offload the peripheral systems to third-parties who are expert in these technologies.


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A Look at the Composable DXP - FuseIT Digital Experience Platforms (DXP) vendors are learning that their platforms cannot be all things to all people. The days of monolithic super-systems appear to be ending as vendors struggle to rapidly integrate a flood of new innovations with the quality that customers demand. Many of these mega-sui...

With organizations collecting so much customer data it is now possible to create automated and focused interactions that highly engage individuals like never before. This article looks at individualism from the perspective of Sitecore, Salesforce and Salesforce Marketing Cloud.



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Sitecore, Salesforce, and a Segment Size of One - FuseIT Marketing to a segment size of one is called individualization i.e. real one-to-one personalization. In practical terms, it can show unique content to every website visitor, and a different message in every email sent in a campaign. Individualization is more effective than personalization because it...

Implicit personalization applies data science to website behavior to categorize visitors. This has its dangers including an emerging trend towards self-determination which may lead us down the explicit personalization path. This blog takes a look at some personalization alternatives and the impact on visitors.



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Implicit vs. Explicit Website Personalization - FuseIT Categorizing like-minded people into groups then delivering targeted content to each group is called personalization. The first task is to create collections of like-minded individuals and this is the focus of this blog!

The word personalization is a misnomer as more often than not, it means tailoring content for groups of individuals, not for discrete “persons”. Before jumping on the personalization bandwagon, have a look at the different ways you can create targeted content and the emerging trend towards individualization.



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Granular Email and Website Personalization - FuseIT The benefits of personalization have been proven over many years but what does personalization really mean? Most people think of it as being the first name in an email salutation, or a product recommendation on a website but this is only one type of personalization called individualization. Personal...