Date post: | 11-Feb-2017 |
Category: |
Marketing |
Upload: | search-marketing-expo-smx |
View: | 4,892 times |
Download: | 2 times |
#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
• Content I saw • Traffic Sources that drove
me to your site • My level of Engagement
Analytics collects data about my visit.
#SMX #14C @mwiegand
• 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.
#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!
#SMX #14C @mwiegand
Here’s how UID works in theory.
#SMX #14C @mwiegand
STEP #1: PREPARE GA TO RECEIVE UID
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
STEP #2: CAPTURE UID USING TAG MANAGER
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
STEP #3: EXPORT CRM DATA FOR USE IN GA
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
THE HOLY GRAIL!
#SMX #14C @mwiegand
You chose wisely!
#SMX #14C @mwiegand
#SMX #14C @mwiegand
#SMX #14C @mwiegand
Thank you! See you at the next #SMX!
portent.co/SMX-Analytics