The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand
-
Upload
search-marketing-expo-smx -
Category
Marketing
-
view
4.892 -
download
2
Transcript of The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand
![Page 1: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/1.jpg)
#SMX #14C @mwiegand
No Code Necessary!
THE HOLY GRAIL: CONNECTING
CRM & ANALYTICS PLATFORMS
![Page 2: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/2.jpg)
#SMX #14C @mwiegand
Hi, I’m Indy Jones.
![Page 3: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/3.jpg)
#SMX #14C @mwiegand
I’m visiting your website.
![Page 4: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/4.jpg)
#SMX #14C @mwiegand
• Content I saw • Traffic Sources that drove
me to your site • My level of Engagement
Analytics collects data about my visit.
![Page 5: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/5.jpg)
#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.
![Page 6: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/6.jpg)
#SMX #14C @mwiegand
If you had all my info in one place, that would be great.
![Page 7: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/7.jpg)
#SMX #14C @mwiegand
But that’s not how analytics platforms work, sadly.
![Page 8: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/8.jpg)
#SMX #14C @mwiegand
That’s where User ID (UID) comes in!
![Page 9: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/9.jpg)
#SMX #14C @mwiegand
Here’s how UID works in theory.
![Page 10: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/10.jpg)
#SMX #14C @mwiegand
STEP #1: PREPARE GA TO RECEIVE UID
![Page 11: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/11.jpg)
#SMX #14C @mwiegand
![Page 12: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/12.jpg)
#SMX #14C @mwiegand
![Page 13: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/13.jpg)
#SMX #14C @mwiegand
![Page 14: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/14.jpg)
#SMX #14C @mwiegand
![Page 15: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/15.jpg)
#SMX #14C @mwiegand
![Page 16: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/16.jpg)
#SMX #14C @mwiegand
![Page 17: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/17.jpg)
#SMX #14C @mwiegand
![Page 18: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/18.jpg)
#SMX #14C @mwiegand
![Page 19: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/19.jpg)
#SMX #14C @mwiegand
![Page 20: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/20.jpg)
#SMX #14C @mwiegand
![Page 21: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/21.jpg)
#SMX #14C @mwiegand
![Page 22: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/22.jpg)
#SMX #14C @mwiegand
![Page 23: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/23.jpg)
#SMX #14C @mwiegand
STEP #2: CAPTURE UID USING TAG MANAGER
![Page 24: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/24.jpg)
#SMX #14C @mwiegand
![Page 25: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/25.jpg)
#SMX #14C @mwiegand
![Page 26: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/26.jpg)
#SMX #14C @mwiegand
![Page 27: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/27.jpg)
#SMX #14C @mwiegand
![Page 28: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/28.jpg)
#SMX #14C @mwiegand
![Page 29: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/29.jpg)
#SMX #14C @mwiegand
![Page 30: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/30.jpg)
#SMX #14C @mwiegand
![Page 31: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/31.jpg)
#SMX #14C @mwiegand
![Page 32: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/32.jpg)
#SMX #14C @mwiegand
STEP #3: EXPORT CRM DATA FOR USE IN GA
![Page 33: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/33.jpg)
#SMX #14C @mwiegand
![Page 34: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/34.jpg)
#SMX #14C @mwiegand
![Page 35: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/35.jpg)
#SMX #14C @mwiegand
![Page 36: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/36.jpg)
#SMX #14C @mwiegand
![Page 37: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/37.jpg)
#SMX #14C @mwiegand
![Page 38: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/38.jpg)
#SMX #14C @mwiegand
![Page 39: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/39.jpg)
#SMX #14C @mwiegand
![Page 40: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/40.jpg)
#SMX #14C @mwiegand
![Page 41: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/41.jpg)
#SMX #14C @mwiegand
![Page 42: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/42.jpg)
#SMX #14C @mwiegand
![Page 43: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/43.jpg)
#SMX #14C @mwiegand
THE HOLY GRAIL!
![Page 44: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/44.jpg)
#SMX #14C @mwiegand
You chose wisely!
![Page 45: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/45.jpg)
#SMX #14C @mwiegand
![Page 46: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/46.jpg)
#SMX #14C @mwiegand
![Page 47: The Holy Grail: Connecting CRM & Analytics Platforms By Michael Wiegand](https://reader033.fdocuments.in/reader033/viewer/2022042906/589ebef51a28ab4a5c8b6775/html5/thumbnails/47.jpg)
#SMX #14C @mwiegand
Thank you! See you at the next #SMX!
portent.co/SMX-Analytics