The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand

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No Code Necessary!

THE HOLY GRAIL: CONNECTING

CRM & ANALYTICS PLATFORMS

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Hi, I’m Indy Jones.

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I’m visiting your website.

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•  Content  I  saw  •  Traffic  Sources  that  drove  

me  to  your  site  •  My  level  of  Engagement  

Analytics collects data about my visit.

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•  The  Company  I  work  for  •  My  Lead  Status  after  talking  

to  your  sales  team  •  My  Lifetime  Value  after  

buying  several  things  

If I fill out a form, CRM collects more data about me.

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If you had all my info in one place, that would be great.

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But that’s not how analytics platforms work, sadly.

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That’s where User ID (UID) comes in!

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Here’s how UID works in theory.

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STEP #1: PREPARE GA TO RECEIVE UID

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STEP #2: CAPTURE UID USING TAG MANAGER

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STEP #3: EXPORT CRM DATA FOR USE IN GA

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THE HOLY GRAIL!

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You chose wisely!

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Thank you! See you at the next #SMX!

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