Houston Sitecore User Group Meetup - Personalization and Integration Unleashed
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David Walker, a Sitecore MVP and experienced consultant, presents on the importance of personalization in customer relationship management and how to utilize Sitecore's Experience Platform for effective data integration and experience enhancement. The key topics include the evolution of personalization, the significance of understanding customer data, and practical implementations using .NET Core for adaptability and reusability. Attendees are encouraged to engage and learn through various resources and social connections.
Houston Sitecore User Group Meetup - Personalization and Integration Unleashed
- 1. Personalization and Integration Unleashed! Houston Sitecore Users Group David Walker Sitecore 2015 Technology MVP, 2x Microsoft MVP, CSM, CSD, MCP, MCAD, MCSD
- 2. David Walker • Sitecore 2015 Technology MVP • Sitecore Certified Developer I & II – 5.3 • Over 25+ years exp, 75% as a Consultant • Certified Scrum Master, Scrum Developer • MCP in 2003, MCAD & MCSD in 2005 • Former Sr App Dev Manager at Microsoft • Former two-time Microsoft ASP.NET MVP • TechFests.com founder – 11th year of TulsaTechFest.com Connect with Me Email:dave@radicaldave.com Twitter:@DavidWalker Blog:RadicalDave.com
- 3. Agenda/Goals 1. SaveYou x # of Iterations 2. Personalization Overview 3. Lessons Learned 4. .NET Core Overview
- 4. What Would Your Company/Customers Wish For?
- 5. I’m Here… What’s Your Other Two Wishes?
- 6. You Can Be The Super Hero!
- 7. The Sky is Blue… and the birds are singing!
- 8. 1 of only 168 Sitecore MVP’s Worldwide
- 10. Why is Personalization so Important? To empower organizations to build the effective meaningful relationships that win customers for life
- 11. Know Every Customer and Shape Every Experience
- 12. Attracting & Keeping customers for life Zero Awareness Consideration Purchase Boredom Indifference Honeymoon Buy Trial
- 13. What is your Customer Experience Maturity Level?
- 15. Problem: Data is spread across the organization Apps CRM Social Media Customer Support Website POS
- 16. CRM Social Media Customer Support Website POS Apps Problem: Data is spread across the organization
- 18. Solution: xDB, built specifically for Customer Experience data CRM Social Media Customer Support Website POS AppsxDB
- 19. Solution: xDB - Sitecore Experience Database
- 20. Integrate Systems to Achieve Personalization Bliss
- 24. Use ANY xDB data to Personalize
- 25. Know Every Customer and Shape Every Experience
- 26. • Every component • For every visitor • Engagement Value measurement Personalize, Monitor and Measure
- 27. Test & Optimize
- 28. Test – Easily Simulate Personalization
- 29. Optimize – Every Component
- 31. Optimize – Everywhere – Across All Channels
- 32. Optimize – Everywhere – Across Platforms
- 33. Basic Personalization Out of the Box!
- 35. Easy to Enhance! Personalization Out of the Box!
- 36. “Sales Regions”, “Districts” or “Region Groups”?
- 37. All in just a few lines of code!
- 38. Accelerate Your Journey By Joining Mine
- 39. Easy Integration for Personalization Third-Party Data? Piece of Cake!
- 40. Just a few examples!
- 41. How About That Weather?
- 42. How About Property Values?
- 43. People per Household? Housing Units?
- 45. Accelerate Business Experience Customers – Demand More, So Deliver More!
- 46. Sometimes Specific and Simple is Best!
- 47. But Never Limit The Imaginzation!
- 48. Adaptive Rules By Adam Conn @ADC_Sitecore Plug – for Great tool!
- 49. The Evolution of Personalization Has Begun! It Has Already Begun!
- 50. Super Size Me!
- 51. The Evolution of Personalization Now Exponential! MIND…BLOWN!
- 52. MIND…BLOWN!
- 53. Got API ? Will Integrate! Any and All!
- 54. # API’s x # Data Points LIMITLESS OPTIONS
- 56. Refactor Conditions – Configurable Providers!
- 57. But Wait
- 58. There’s More!
- 59. What if…. A New Requirement:
- 60. Refactor … yet again
- 61. IntoThe Core
- 62. .NET Core
- 64. Do it Right
- 65. The FirstTime
- 66. IInterface
- 69. IDataSource
- 70. Wrap It Up / Key Take Aways 1. It is a Journey – Refactor! 2. Always IInterface 3. Abstract to the Deep-End 4. Use .NET Core for maximum reusability
- 71. Questions/Ideas?
- 72. Want More?
- 73. Get Social!
- 74. LearnTogether
- 76. Resources http://SitecoreUG.org http://Sitecore.net http://LaunchSitecore.net http://Marketplace.Sitecore.net http://YouTube.com/User/SitecoreChannel/ http://YouTube.com/User/MasterSitecore/ http://GitHub.com/SitecoreDave/ Connect with me! Twitter: @DavidWalker, LinkedIn, Facebook, http://RadicalDave.com
Editor's Notes
- #4: The wrong way!
- #6: For some.. They think this is enough…
- #8: Bliss. Ah. Sweet Bliss.. For Customers, Marketing Team and Business
- #10: Ignorance is bliss?
- #11: Sitecore’s vision is to empower organizations to build the effective - meaningful relations - that win customers for life. The goal of Sitecore 8: To become the leading platform that provides a fully connected customer experience and integrates with other customer-facing platforms while providing a single, holistic view of the customer.
- #12: The aim of marketing is to know and *understand the customer so well* the product or service fits the user and *sells itself*. CMO’s report they spend 8% of their marketing budgets on marketing analytics and expect to increase this level in the next three years. * CMO Survey
- #13: On average, loyal customers are worth up to 10 times as much their first purchase. *White House Office of Consumer Affairs
- #14: You can only improve if you measure, monitor and optimize.
- #15: Ignorance is bliss?
- #16: Data continues to spread at a phenomenal rate across an exploding amount of systems and platforms
- #17: And for most, this has lead to a massive ball of intertwined and brittle connections between these systems.
- #18: Calling all super heroes!
- #19: All of that information can be connected into the Sitecore Experience Platform with the power of the Sitecore Experience Database (xDB). All of this in an extensible way that allows you enrich this data from other sources as well.
- #20: Giving you the ability to collect every interaction an individual has with a brand, including: online interactions from non-Sitecore sites, social media interactions, and offline interactions. Attribute each of these interactions to channels that can be molded to fit your business, measure to billable outcomes and visualize an individual customers journey with your brand through the Experience Profiles: from Anonymous – Known – Converted – Returning.
- #21: In order to achieve bliss, you must know what you don’t know… only then can you achieve a true state of bliss
- #22: Why settle for achieving bliss yourself? Let your customers share in your new blissful state
- #23: Using Content Editor
- #24: Using Content Editor
- #25: Know your Customer
- #26: Across all your data stores and systems with hundreds of rules Out of the Box…
- #27: In-house marketers who are personalizing their web experiences and who are able to quantify the improvement see, on average, a 19% uplift in sales.
- #28: Again: You can only improve if you Test, measure, monitor and optimize.
- #29: With Sitecore 8, now you can easily Simulate Personalization profiles.. See what your customer sees!
- #30: Then optimize every component
- #31: Everywhere
- #32: Across all channels
- #33: With the Federated Experience Manager you can deliver a connected experience across disparate platforms to build strong relationships with users at all touch points. Track offsite behaviour and identify user conversions across an ecosystem Build trust and engagement with users through tailored and consistent messaging on all touch points, optimize website features, functionality and content to enhance user experience
- #34: Ignorance is bliss?
- #35: Including Region… in the US = State
- #36: Like everything else in the Sitecore Experience Platform, the Personalization engine and components are very extensible!
- #37: Including Region… in the US = State
- #38: Including Region… in the US = State
- #39: Join my on My Journey… and learn from my experience
- #40: Like everything else in the Sitecore Experience Platform, the Personalization engine and components are very extensible!
- #41: Like everything else in the Sitecore Experience Platform, the Personalization engine and components are very extensible!
- #42: Customize based on local weather
- #43: Property Values
- #44: Size of Household, Income, Education Level and hundreds of other demographics
- #45: Size of Household, Income, Education Level and hundreds of other demographics
- #46: Necessity often drives Innovation
- #47: Get as detailed and specific as necessary to Accelerate the Business Experience
- #48: But break down limits
- #49: Necessity often drives Innovation
- #50: Necessity often drives Innovation
- #51: With simple Provider style organization, you can exponentially Accelerate the Business Experience
- #54: Integrate anything! The right way.. From the beginning!
- #55: Integrate anything! The right way.. From the beginning!
- #56: With simple Provider style organization, you can exponentially Accelerate the Business Experience
- #57: With simple Provider style organization, you can exponentially Accelerate the Business Experience
- #58: .NET Core! True Cross Platform .NET!
- #59: .NET Core! True Cross Platform .NET!
- #60: .NET Core! True Cross Platform .NET!
- #61: With simple Provider style organization, you can exponentially Accelerate the Business Experience
- #62: .NET Core! True Cross Platform .NET!
- #63: .NET Core! True Cross Platform .NET!
- #64: iOS, Linux, Xamarin,
- #65: So you don’t have to do it again!
- #66: It saves so much time and effort!
- #67: I Interface… ALWAYS INTERFACE!
- #68: The wrong way!
- #69: FileSystem/Storage, etc., etc.
- #70: FileSystem/Storage, etc., etc.
- #71: The wrong way!
- #77: The wrong way!