📊How Does Sitecore Categorize The Customer


In 2024, delivering personalized experiences is no longer a luxury—it's a necessity. Sitecore has mastered the art of data-driven segmentation, enabling businesses to recognize visitors and deliver unique, tailored experiences that drive engagement and conversions.

The Three Pillars of Segmentation

At the core of Sitecore's segmentation strategy lie three key categories: Product of Interest, Role Type, and Industry. These pillars form the foundation for content creation, personalization, and optimization, ensuring that each visitor receives a relevant and engaging experience.

Product of Interest: By understanding which products a visitor is interested in, Sitecore can showcase relevant features, benefits, and case studies, guiding them towards a purchase decision.

Role Type: Recognizing a visitor's role within their organization allows Sitecore to deliver content that speaks directly to their needs and challenges, whether they're a marketer, developer, or executive.

Industry: Tailoring experiences based on a visitor's industry ensures that the content they encounter resonates with their specific business context, increasing the likelihood of engagement and conversion.

The Five Data Points Powering Segmentation

To accurately categorize visitors into these segments, Sitecore relies on five crucial data points:

Implicit Profiling: By analyzing a visitor's onsite behavior, such as the content they consume, Sitecore can match them to an interest group using out-of-the-box features.

Explicit Profiling: When visitors fill out forms, they provide valuable data that allows Sitecore to explicitly match them to a segment based on their self-reported information.

Campaigns: All paid media directed to Sitecore.com is tagged with "scamp" tags, enabling immediate recognition of the campaign that brought the visitor to the site, facilitating measurement, optimization, and reporting.

Interaction Data: Simple, in-session interaction data, such as geo-location or specific page visits, allows Sitecore to optimize and measure segments of visitors on the site, delivering more relevant experiences.

Account-Based Marketing (ABM): By integrating with leading ABX platforms like 6sense, Sitecore can group visitors into account segments or focus on specific high-value, high-intent accounts for personalized landing pages and journeys.

Leveraging CRM Data for Enhanced Personalization

Sitecore's integration with Salesforce Sales Cloud CRM takes segmentation to the next level by incorporating account and contact-specific data points into the personalization process. This allows for even more granular targeting based on factors such as job function, account status, and products owned.

For example, a marketer from an existing customer account that owns Sitecore XP might see content focused on maximizing their investment and exploring complementary products like Sitecore Content Hub. Meanwhile, a prospect from the healthcare industry in an IT-related role would encounter content tailored to their industry's unique challenges and the technical benefits of Sitecore's platform.

The Impact of Data-Driven Segmentation

By leveraging these advanced segmentation techniques, Sitecore empowers businesses to deliver truly personalized experiences that resonate with each visitor. The impact of this approach is clear:

Increased Engagement: When visitors encounter content that speaks directly to their needs and interests, they're more likely to engage, explore, and return to the site.

Higher Conversion Rates: Personalized experiences guide visitors towards the actions that matter most, whether that's requesting a demo, downloading a whitepaper, or making a purchase.

Improved Customer Loyalty: By consistently delivering relevant, valuable content throughout the customer journey, businesses can foster long-term relationships built on trust and understanding.


Data-driven segmentation is the key to unlocking the full potential of digital experiences. By leveraging the power of Sitecore's platform and its integration with leading tools like Salesforce CRM and 6sense, businesses can deliver the right content to the right person at the right time, driving engagement, conversions, and loyalty.

As the digital landscape continues to evolve, those who master the art of segmentation will be well-positioned to thrive in the years to come.