ACCOUNT-BASED MARKETING
Personalized ABM Experiences
Deliver personalized ABM experiences across channels—leveraging CRM and firmographic data to tailor content, product recommendations, and promotions. Engage high-value accounts with precision, scale personalization, and optimize with A/B testing for maximum impact.
ABM Features
Personalization based on a 360° account view
Go beyond surface-level targeting by combining CRM data with ABM providers to unmask anonymous visitors and enrich their firmographic profiles—industry, company size, revenue, and more. Add Personyze behavioral data—on-site activity, referral sources, location, and funnel stage—and you get a comprehensive 360° account view that powers precise personalization and highly targeted marketing.
Personalize every touchpoint to win more sales
Personalized engagement at every touchpoint and through every funnel stage—delivering targeted website content, personalized promotions, and AI-powered on-site recommendations, along with tailored emails, webhook triggers, and push notifications to boost engagement and accelerate conversions.
Integrate data from multiple sources
Flexible data integration—synchronize via feeds, SFTP, API, or file uploads, with turnkey integrations to leading ABM data providers, CDPs, and CRMs through Personyze.
A/B test your ABM approach
A/B test pricing, calls to action, email notifications, and promotions across industries, company sizes, revenue levels, and funnel stages. Measure results with your custom KPIs and conversion metrics over time to identify what truly drives performance.
Tailor your funnel experience around each company and their unique needs
Personyze allows you to create a highly tailored cross-channel experience for your leads and customers. Show targeted content, promotions, messaging, and emails based on account data from your CRM or ABM data provider, as well as utilizing reverse IP lookup and real-time on-site behavior.
Craft a dynamic experience per account
Personyze tailors every stage and touchpoint so each account sees content, offers, and messaging most likely to drive engagement and conversions.
Awareness
- Adapt homepage sliders, case studies, and banners by industry and location.
- Show logos and use cases from peer companies to build instant trust.
Consideration
- Personalize emails, forms, and on-site content by funnel stage and role.
- Trigger push notifications and Salesforce webhooks on buying signals (pricing views, feature docs).
Conversion
- Tune pricing/spec pages for SMBs (ease, support) vs. enterprise (security, scale, integrations).
- Use AI recommendations, ROI calculators, and conversion pushes to accelerate decisions.
Expansion
- Drive upsells based on usage patterns (integrations, team growth).
- Insert account variables (industry, role, location) dynamically into CTAs.
Retention & Reactivation
- At renewal, reinforce value with usage stats, local support, and peer success.
- Run win-back campaigns and retention webhooks to re-engage and flag churn risk.
ABM personalization aligns content, promotions, and triggers across the funnel—helping marketing and sales boost engagement, conversions, and LTV.
20+ widgets to personalize content
- WYSIWYG Page Editor — visually personalize without code.
- Banner & Popup Editor — responsive, targeted units.
- Countdown Templates — urgency timers.
- Lead Capture Templates — embedded forms.
- Social Proof & Urgency — recent purchases, stock alerts.
- AI Recommendation Engines
- Product Recommendations — behavior-based.
- Content Recommendations — relevant articles/media.
- Display & Frequency Controls — where, when, and how often.
- Dynamic Variables & Content Variations — insert company, location, weather, etc.
- Custom JavaScript Execution — targeted logic with live data.
- Webhooks — trigger real-time actions in other platforms.
- Find & Replace — swap text/links/images at scale.
Cross-platform ABM with single customer identity
Use a single account identity to unite data and behavior across channels—providing a clear, comprehensive profile for consistent personalization everywhere.
Visitor company and profile variables
Print any dynamic variable into page content—company name, keywords, city, time, referrer, account balance, or any custom field—directly in your text/code.
Out-of-the-box CRM integrations
Personyze unites all your customer data—CRM, CDP, external databases, ABM platforms—into a single profile. Combined with rich built-in tracking, you can target with unmatched precision (purchases, preferences, role, industry, account type, budget, funnel stage, and more).
Seamless CRM & CDP Integrations
Salesforce, HubSpot, Zoho, Tealium, Zeotap, Segment—activate custom data quickly.
B2B Targeting Intelligence
Leadfeeder, Albacross, ZoomInfo, 6Sense, Clearbit—IP-based company attributes for precise segmentation.
Flexible Data Ingestion
- CSV uploads or FTP/SFTP
- Google Sheets sync
- Real-time REST API
- Client-side JS SDK
- Webhook-triggered events
Cross-Device Identity
Consistently identify visitors using email addresses, CRM IDs, cookies, URL params, JS variables, or HTML elements.
User list targeting
Target specific accounts for a specific purpose—beyond broad attributes. Upload lists or sync from a URL feed/SFTP, then use them for onsite personalization, personalized emails, or push notifications. Even without a shared attribute, precise lists enable hyper-targeted, cross-channel campaigns.
With CRM Integration, ABM targeting is unlimited
Target based on a complete view of your visitors, with site behavior and up-to-date CRM data, plus third-party ABM data that can be pulled in real time based on IP address.
Visitors on a bank’s website see different homepage content based on their company characteristics.
Tailor your funnel experience around each company and their unique needs.
Create a highly targeted experience based on visitors’ real-time and past behavior, demographics, geo-location, visitor’s company name, size, industry, role in the company, annual revenue, and many other variables that can be acquired using reverse IP lookup technology or CRM integration.
Visitors on a bank’s website see different homepage content based on their company characteristics.
Integrates with your stack
CRM, CDP & ABM providers — plug‑in, sync traits, personalize.
Track, test, and perfect your ABM campaigns
Track the impact of your ABM messaging on conversions with an extensive performance dashboard that displays key analytics for your campaigns by default—clicks, time on site, page views, and more—while allowing you to define and track unlimited custom KPIs tailored to your goals across channels. A/B test individual changes or complete page variations for your target accounts using control groups and smart rotation to accelerate results. Monitor detailed performance metrics for every high-value account throughout the test, and automatically retire underperforming variations based on time elapsed or statistical significance—ensuring your ABM campaigns are always optimized for maximum impact.
Detailed A/B test reporting dashboard
Clicks and purchases are tracked by default, and you can configure custom KPIs. Use any tracked KPI as a test metric; results are displayed on a detailed dashboard and automatically flagged when statistically significant.
Automatic shutdown of losing test groups
Close underperforming variations automatically once significance is reached for your KPI, and roll out the winner to all visitors—reducing manual monitoring so you can focus on strategy.
Track Campaign Performance Anywhere
Beyond the Personyze dashboard, track A/B outcomes in third-party analytics like Google Analytics—viewing performance per variant or control group directly inside your existing GA reports.
Impressions
Last 30 daysPersonalization that powers ABM success
Our ABM personalization suite helps you engage decision-makers with tailored content and experiences that drive measurable results across the funnel.
Start Free TrialWhite Glove Service
Onboarding, training, and campaign setup—guided by your dedicated success manager.
Wizards & Templates
Easily personalize site and email content with step-by-step guidance and stunning, customizable templates.
Performance Analytics
Continuously improve with a performance dashboard featuring default metrics and custom KPI tracking.
CRM and User Data
360° user profiles for hyper-personalization, with easy plug-and-play integration to your CRM, CDP, or ABM.
API and Integrations
Works on any website regardless of platform, all channels, with server-side and client-side APIs.
Quality Control
Test changes in a safe environment, share preview links, and manage access with SSO and user permissions.
Book a demo with a personalization expert
Discover how Personyze can transform your customer journey and boost conversions. Discuss your use case, ask questions, and see a live demonstration on your website.
- Live video demo
- 15 minutes
- Live Q&A





