enterprise
Marketing & CRM Integration for Financial Services Firm
Premier Financial Group · Financial Services
Integrated Sitefinity CMS with Salesforce CRM using custom portal connectors to create a unified marketing and customer management platform for a financial services organization.
A leading financial services firm needed to bridge the gap between their marketing website built on Sitefinity and their Salesforce CRM system. We developed custom portal connectors that enable seamless data flow, lead capture, and personalized content delivery based on CRM data.
The challenge
Disconnected marketing and CRM systems leading to data silos, manual lead entry processes, inability to personalize website content based on customer data, and lack of real-time synchronization between systems.
Our approach
We built a custom CRM Portal Connector that establishes bi-directional communication between Sitefinity and Salesforce, enabling automated lead capture, content personalization, and real-time data synchronization.
Implementation
- Custom Sitefinity module for CRM integration
- Bi-directional API connector with Salesforce
- Automated lead capture and routing workflows
- Dynamic content personalization based on CRM data
- Real-time contact synchronization
- Custom forms with CRM field mapping
- Azure Functions for middleware processing
- Power Automate for workflow automation
- Secure authentication and data encryption