Account-Based Marketing

Personyze makes it simple to implement your ABM strategy in ways you never thought possible, giving you the ability to use a state-of-the-art personalization engine to tailor the site experience to individual high-value client accounts.

A 360° account view for targeting

Target high-value accounts based on CRM data such as account type, product interests, or stage in the funnel, or data from third-party sources such as industry, company size, or revenue. Combine these with on-site behaviors, location, and referral data to have a full account view.

A/B test your ABM approach

Test different pricing, calls to action, email notifications, or promotional messaging to determine what approach is most effective for different company sizes, industries, company revenues, or stages in the funnel.

Cross-channel ABM

Use account data for targeted page content, promotional messaging, dynamic AI product/content recommendations based on industry, and marketing emails based on their funnel state.

Integrate data from multiple sources

Synchronize your data automatically, or upload your user email lists, CRM data, and product catalog. Connect your CRM solution using easy integration, webhooks, and our robust API, or use third-party ABM data providers with turnkey integrations to Personyze.

The right tools to execute your ABM strategy

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 and site behavior.

Personyze has the ability to tailor every stage of the visitor funnel, here are some ABM examples:

  • Homepage sliders with creative based on the visitor’s industry 
  • Dynamic use cases and company logos based on the visitor’s industry and role in the company
  • Email notifications or promotions based on their funnel state
  • Pricing pages or specs with highlighted selling points based on the visitor’s industry and role in company
  • Dynamic recommendations for content or products based on other users like them, from the same industry, role, or stage in the funnel
  • Dynamic reviews or testimonials based on other companies from their industry, role, location, etc. 
  • Dynamic forms with creative related to their industry and role in the company
  • Insert account data variables such as industry or role into creative and calls to action

User lists for one-time campaigns or broadcasts

User list uploads in Personyze allow you to target a specific group of visitors for a specific purpose, rather than simply everyone in your customer/lead database. For instance, you can upload a list of users and broadcast a personalized email to all of them, which will include recommendations and variables that are still unique for each person. When they arrive from the email, you can provide a seamlessly personalized site experience, based on the fact that they arrived from this email, plus their individual variables.

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

Personyze includes out-of-the-box integration with HubSpotZohoSegment, and SalesForce, but even if you aren’t using these platforms, Personyze can still utilize your data (see below).

Integrate any data using various API options, or data feeds such as XML, CSV, RSS, ATOM, or SFTP, to synchronize or do one-off file uploads. Use our point-and-click interface to set Personyze to scrape real-time data from the user session, including cookies, text input on the page, javascript variables, etc. 

Track across channels, domains, and devices

Use multiple account IDs to identify accounts across channels, such as emails, CRM ID, analytic ID, phone number, etc.




Turnkey integration with third-party ABM data providers Albacross and Clearbit allow you to gain access to valuable B2B data for targeting. This means you can  use data based on IP intelligence you may not already have in your CRM, such as the visitor’s company association, industry, revenue, company name, etc.

While Personyze has plug-and-play integrations with these two providers specifically, you can still use data from any third-party provider via feed upload/synchronization.

API and Integerations

Works on any website, regardless of platform, all channels, and has full rest API available.

Even easier plug-and-play integrations with popular platforms, such as Segment, WordPress, Shopify, Magento, Salesforce, Hubspot, and more.

Content Widgets

Add any type of content to your site and emails, with many templates to get you started.

Personyze comes with many responsive templates for popups, sliders, countdowns, banners, recommendation displays, forms, and more.

QA and Testing

Verify before going live, with multiple tools to test, share with your colleagues, and analyze before publishing.

Use testing tools to make campaigns live only for you, your colleagues, or use the simulator to troubleshoot.

CRM and User Data

Utilize the data you already have, by integrating CRM data with Personyze, and grab new data from their sessions.

Your CRM is a treasure trove of data for marketing, and when plugged into our personalization engine, becomes a powerful asset.

White Glove Service

Managed Service is included, so that you have the option to rely on us partly or fully for campaign building and training.

With our white glove service, you will have campaigns built by us live on your site within your first week, so you start seeing results even when you're still getting the hang of it.

Performance Analytics

A detailed dashboard with completely customizable KPI tracking.

Tracking views, impressions, clicks, and purchases, plus reporting to Google Analytics by default. You can set custom KPIs to track any behavior.

Account based marketing made easy.

We set out to build a comprehensive platform, and that is what we offer: everything you need to optimize across channels using personalization technology.

Let’s talk about how Personyze’s ABM solutions can help you drive more sales with tailored content based on account data.

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