Sitecore CDP/Personalize: Strategies for Implementing a B2B Scenario
Today, Dylan Young (@dylanyoung_dev) is joined by Sarah O'Reilly, Lead Product Specialist from Sitecore, who will walk us through a recent POV/POC that she conducted, showcasing how you might implement a B2B use case in Sitecore CDP, Personalize, and Salesforce. This video showcases the complete flexibility of the CDP/Personalize product, and how you can identify a guest from multiple sources and then store additional guest data extensions to determine the level of that user. She then goes on to show an advanced Decision Model, that pulls the guest details as well as the account details for the current guest, which you can then use for additional marketing campaigns.
Other Helpful resources:
Sitecore CDP Developer Portal Page: https://developers.sitecore.com/custo...
Sitecore Personalize Developer Portal Page: https://developers.sitecore.com/perso...
Chapters:
00:00 Introduction
01:20 POV Overview
03:18 Implementation (Identity Rules)
04:02 Customer Data (Guests)
05:52 Search for Account
06:31 Reference Individuals that are part of an account (Segment)
08:35 Check Orders
09:05 Segmentation and Queries
12:32 Query from SQL Runner
14:28 Decision Models
17:02 Outro