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Friday, 15 July 2016

Your website...more than a website!

One of the aspects of Sitefinity CMS that makes it an enterprise grade tool is that we can make it talk, or listen to nearly any other application. Why is this useful for business?

Your website can display information from a different program you already have, or let people enter information on your website and have that data securely moved into another program.  There is no need to have two copies of customer data, or updating the same client information in more than one place.

We’ve recently launched a new integration
between Microsoft Dynamics CRM and Sitefinity CMS where we can take your existing Dynamics CRM instance (either CRM Online or on-premise) and securely display information from it to a website, and/or give clients the ability to enter information on a website and have it move directly into CRM.

One situation where this integration is used is in capturing leads from your website. For example:  a potential customer goes to your website and fills out a form to request more information on your services.   Now instead of this form being emailed to someone in the office that may or may not be available, it goes into your
CRM as a new lead – and a workflow will automatically kick off notifying the sales manager that a new lead needs follow up.  If that lead isn’t addressed within a certain timeframe, the boss will be notified.  The contents of this lead information will be captured by CRM indefinitely and can’t be lost, deleted, or ignored.  When this lead gets converted to an account, you will see the complete history of your interactions with them right from the start.

Another scenario - your website can have a password protected area where clients can bring up their account information.  The client can update their account information, and submit the changes which will then update their records in CRM.  Now your departments have access to the most up-to-date client information.  The client could also look at open cases, purchase history, or any other CRM related information that you currently capture and want them to be able to see.

If you’re using
Dynamics CRM, but not using Sitefinity CMS as a website platform, we can still utilize Sitefinity for your portal requirements and have it visually mirror your existing website’s look and feel.  From your customer’s perspective it is cohesive and looks the same.  You will have more relevant client information in CRM, and are offering your customers more choice when it comes to servicing them.
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