Target Visitors with personalized content, based on the audience they belong to, by finding a match between each visitors characteristics and a predefined segment.

CRM Data Targeting

Integrating with CRM and other data sources on your visitors, whether they are third-party SaaS CRM solutions (like Salesforce, eXelate, or Hubspot), or your own local DB, applications, or services can help you create more relevant site experiences, better analytics, and fine-tune your marketing campaign and media acquisition.

Your CRM database contains information about your visitors that can be used for segmentation, but that isn’t available through other methods used by Personyze, such as user location, referral links, or on-site behavior. Expanding your knowledge about your customers always leads to better segmentation, so including this novel data will help you create even more engaging user experiences, and better conversion.

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Here are a few examples of the data sources that you can connect to Personyze:

  • Customer Relationship Management software
  • Email Service Providers
  • Data Warehouses
  • Analytics platforms
  • Point-of-Sale Systems
  • Data Management Platforms

 

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Available Integration Methods:

Different clients have different needs, and whatever your needs are, Personyze has a solution that will fit. From client-side integration, API to API, and file uploads. To read more on the most common methods of integrating CRM and other databases into Personyze, visit this link.

 

 

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