Sitecore 8: the marketers business case for upgrading
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This document discusses the benefits of upgrading from older versions of Sitecore to version 8. It notes that 41% of Sitecore installations are on versions 6.5, 6.6, or 7.2 which are becoming outdated. Sitecore 8 provides improved cross-channel experiences, personalization, search, and marketing automation capabilities. However, many organizations do not upgrade due to a lack of strategy, budgeting, or understanding of how the new features align with their goals. The document emphasizes the importance of strategic planning to map marketing plans to technology and get the most value from upgrades. It highlights several new tools in Sitecore 8 like the Experience Profile, marketing automation, and path analyzer.
Sitecore 8: the marketers business case for upgrading
- 1. TLT Response to RFP, April 2017 Sitecore 8: The marketers business case for upgrading
- 2. WHAT WE’LL COVER TODAY Why upgrade? Importance of strategic planning Latest marketing features Common pitfalls
- 3. ratiopartners.co.uk Customer experience optimisation Training Technical best- practice & 24/7 support Implementation & technology integrations Strategic enablement WHAT WE DO
- 4. ratiopartners.co.uk 41% of Sitecore’s installed base is on a combination of 7.2, 6.6 and 6.5 Source: Sitecore
- 5. ratiopartners.co.uk CONTEXT: DIFFERENT VERSIONS Sitecore 6 Basic web management Sitecore 7 Moved from web-only to omnichannel digital experiences Sitecore 8 Builds on V7 foundations to more truly support marketers Sitecore 9 Release TBC
- 6. ratiopartners.co.uk THE CASE FOR UPGRADING Consistent user interface Out of support Track customer interactions Cross-channel experience delivery Embedded device detection Improved email experience
- 7. ratiopartners.co.uk Cross session personalisation Multisite content Reusable content Contextual personalisation Optimisation Improved search Marketing automation MAIN AREAS OF SITECORE VERSION 8 +
- 8. ratiopartners.co.uk DANGERS OF NOT UPGRADINGVersions no longer supported Lack of access to latest functionality You’re already paying for it Sitecore product support lifecycle: https://kb.sitecore.net/articles/641167
- 9. ratiopartners.co.uk WHY DON’T MORE ORGANISATIONS UPGRADE? No upgrade strategy Left too long a gap between upgrade paths Don’t budget for upgrades Have trouble making a business case Don’t see the benefit Have purchased 3rd party tools
- 10. ratiopartners.co.uk THE NUMBER ONE REASON WE FIND Not sure how to align marketing strategy with technology to target and engage customers
- 11. ITS ALL IN THE PLANNING
- 12. ratiopartners.co.uk Do you have a plan to get to the most out of the marketing platform?
- 13. ratiopartners.co.uk MAPPING YOUR PLANS AGAINST TECHNOLOGY
- 14. ratiopartners.co.uk WHAT TO PLAN FOR Define user journeys Define customer segments and personas Map content against segments Define a testing and personalisation plan Map email marketing against customer journeys
- 15. Region Campaign Location Value Persona Stage ID Search Landing Page News sites Testimonials WoM Post Grad Page Campaign Site Email re Events Personalised Email Print Welcome Pack Mobile App Newsletter Social Campaign Confirmation Support Pages Affirmation Call Centre ATTRACT AWARENESS ENGAGE CONVERSION CONVERT WORD OF MOUTH North Oxfordshire Support your local MP Banbury High A,B C demographic, marginal, 55% Con – 45% Lab Suburb Email Phone Application pages LinkedIn Social Review Webinar signup
- 16. Sitecore 8 marketing tools. Plus a sneak peak at 8.3
- 17. ratiopartners.co.uk EXPERIENCE PROFILE Sitecore Experience Profile Connect data Social CRM Marketing automation Collect data Website visits Campaigns OutcomesGoals Onsite actions Channels Profiling
- 18. ratiopartners.co.uk TWO-WAY CRM INTEGRATION Marketing use cases Personalise the on-site experience based on data held inside CRM Create hyper-targeted segments based on a combination of CRM and web data Track visitor activity within CRM and personalise using campaigns from CRM
- 19. ratiopartners.co.uk • Simplified Page Architecture • Flexible layouts • Drag and drop toolkit • 100 Pre-built components • Wire Frame Interface • Export and Import visual designs • enabled SITECORE EXPERIENCE ACCELERATOR
- 20. ratiopartners.co.uk We like: • New Email Service Provider • Enhanced Reporting • New Acceptance Criteria • New Pricing • Scalability Be aware: • Not currently supported in PaaS • Speak to Sitecore • Scalability EMAIL EXPERIENCE MANAGER 3.4
- 23. ratiopartners.co.uk 8.3 WEB FORM FOR MARKETERS
- 24. ratiopartners.co.uk The problem Upgrading a licensed product is important We know this from our every day experience Sitecore is no different…. But it hasn’t always been the easiest Things to be aware of • Customisations • xDB data migration not currently supported EXPRESS MIGRATION TOOL
- 25. TLT Response to RFP, April 2017 Q&A
Editor's Notes
- #20: It’s a separate module which will need to be downloaded. Separate cost