The Holy Grail: Connecting CRM & Analytics Plaforms

#SMX #14C @mwiegand

No Code Necessary!

THE HOLY GRAIL: CONNECTING

CRM & ANALYTICS PLATFORMS

#SMX #14C @mwiegand

Hi, I’m Indy Jones.

#SMX #14C @mwiegand

I’m visiting your website.

#SMX #14C @mwiegand

•  ContentIsaw•  TrafficSourcesthatdrove

metoyoursite•  MylevelofEngagement

Analytics collects data about my visit.

#SMX #14C @mwiegand

•  TheCompanyIworkfor•  MyLeadStatusaftertalking

toyoursalesteam•  MyLifetimeValueafter

buyingseveralthings

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

#SMX #14C @mwiegand

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

#SMX #14C @mwiegand

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

#SMX #14C @mwiegand

That’s where User ID (UID) comes in!

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Here’s how UID works in theory.

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THE HOLY GRAIL!

#SMX #14C @mwiegand

You chose wisely!

#SMX #14C @mwiegand

#SMX #14C @mwiegand

#SMX #14C @mwiegand

Thanks!

portent.co/SMX-Analytics