the holy grail: connecting crm & analytics platforms by michael wiegand
TRANSCRIPT
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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!
portent.co/SMX-Analytics