Make your CRM work harder - Personalised web experience driven by CRM
Make your CRM work harder ... From Implementation to Web, Mobile & Social Media Integration
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Personalised Web Experience

Personalisation of content to deliver an improved online experience on the web can improve online sales, customer service and support. By linking to the CRM solution the experience can be tailored to the single "complete" view of the customer, rather than just their online profile. The personalised web experience can also be equally applied to staff, partners, resellers, associates, practitioners, students, professionals and members, etc, reflecting their role and preferences.

Some examples of the personalised experience include:

  • Personalised home page
  • Integrated security / role management
  • Personalised content based on categories / classifications
  • Up sell / cross sell of products based on purchasing or viewing history
  • Automated dissemination of personalised reports for just in time action

  • Personalisation of content to multi-channel devices such as applications for mobile devices 

Personalised Home Page

The personalised home page offers the opportunity to present a look and feel, links and options to the end user based on their role, activity history and registered interests. Any CRM field can be used to control the options that are available to the end user e.g. Region, Gender, Role etc. 

Examples we have delivered for clients include:

  • Personalised home page for GlobalScot based on role defined in Dynamics CRM
  • MyGTCS for General Teaching Council Scotland based on MTL SodalitaS CRM
  • Personalised portal page for Teach First Participants and Ambassadors based on Salesforce CRM

Personalised Content Delivery

The personalisation experience can be extended throughout the site with content displayed on a conditional basis. The content can be classified within a Content Management System and then matched with the user's CRM data.

Some examples include:

  • People who bought product X also viewed Product Y and Z
  • Tailored event and news listings based on geography
  • Tailored content based on registered interests

Integrated Security

CRM attributes or roles can also be used to automatically set the user's roles and permissions online. This can in turn drive the areas of the website that the user has access to. Selected roles can be set to synchronise with CMS based permissions at the time of login. This ensures that the user's permissions online are always based on the latest CRM information.

Profile Cache

Typically we look to design solutions where the relevant information is retrieved and updated from CRM at the time of login. This is then stored in an online profile ensuring that there is no CRM API dependency and that the speed of the user experience is not compromised.

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