CRM Targeting Example On a SaaS Site

Use the sliders to see how this SaaS company’s digital experience is optimized for relevance for two separate users, using a combination of content recommendations and CRM targeting.



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crm targeting

Technical Professional

This visitor is identified by Personyze as having a technical
role in their company, based on CRM data.

user image 4 (3)

Upper Management

This visitor is identified by Personyze as having an upper management role in their company, based on CRM data.

Home Page with Targeted Banners

Use the slider to see the how the home page is personalized for each visitor using targeted banners and promotions and content recommendations.

Blog Page with Content Recommendations

Use the slider to see how the blog page is personalized using interest-based content recommendations.

Targeted Exit Popup 

Use the slider to see a targeted exit popup for each visitor, implemented using Personyze.
Notice how the popup is relevant to each specific visitor’s interests.

Remarketing Email with Content Recommendations 

Use the slider to see remarketing emails with content recommendations relevant to each specific visitor’s interests.

Leverage the Power of

Personalization
& Marketing Automation


Works on any site, regardless of platform.
Easy copy/paste installation in 5 minutes or less
No effect on site speed, secure and scalable servers
Step-by-step guides, real-time chat assistance
24/7 support and optional white glove service

Start Personalizing Now
Or Schedule a Demo

Engage visitors with personalized
content, promotions, recommendations, & emails  

SaaS Website Personalization with Personyze


Some of the key Personyze features used by SaaS sites.

Versatile Recommendations Engine

With an algorithm for every scenario, Personyze allows you to show recommendations on every page, such as relevant trips, services, packages, and content, as well as in re-marketing emails. Recommend based on crowd data like popularity plus visitor interest, with additional filters.

Targeted Popups

Personyze includes a variety of display types and behaviors for popup promotions, including Exit popups to reduce bounce/abandonment, & triggers based on idle time, time on page, scrolling, & targeting based on any of our 70+ parameters. Our system also allows you to limit how often these popups display, to avoid annoying visitors.

Re-marketing Emails

From abandoned cart, to replenishment, up-sale, cross-sale, and everything in-between, with Personyze you can send automated & targeted email sequences with dynamic recommendations included from our own broadcasting system, or via your third-party provider.

Marketing Campaigns

Personyze allows you to change or add elements to your site with very little limitation, including targeted banners, calls to action, and visual edits based on 70+ targeting rules, such as Page Views, Cart Value, & CRM data variables.

A/B testing

Utilize our built-in A/B testing with performance dashboard to test landing pages, personalized content, promotions, popups, emails, and more. Test any campaign action, with various rotation settings, control group options, and auto-deactivation settings.

Analytics Dashboard

Get a detailed view of which products were bought and by whom, or which products are most often left in cart. Keep track of email performance, & take a closer look at each detail with multi-dimensional analytics included out-of-the-box, and optional daily/weekly reporting.