CRM Targeting Example on a SaaS Site
Technical Professional Tech persona
Homepage emphasizes integrations, APIs, and technical value.
- Developer-focused headline & proof
- Integrations, docs, and API links prominent
- CTA: “View docs” / “Start free”
Upper Management Exec persona
Homepage highlights ROI, outcomes, and business impact.
- Value-prop & customer stories
- Metrics, savings, and case studies
- CTA: “See ROI demo” / “Talk to sales”
Technical Professional Tech persona
Recommends developer-focused posts based on interest profile.
- Topics: APIs, integrations, architecture
- Calls to action: “Read docs”, “Try sandbox”
- Higher relevance & time on page
Upper Management Exec persona
Highlights leadership content and ROI-driven articles.
- Topics: strategy, KPIs, case studies
- Calls to action: “See results”, “Talk to sales”
- Improved engagement from decision-makers
Technical Professional Tech persona
Exit popup offers a technical guide or API checklist relevant to developers.
- Content: integration guide / SDK tips
- CTA: “Download technical guide”
- Higher relevance for engineers
Upper Management Exec persona
Exit popup promotes an ROI white paper or case study for decision-makers.
- Content: ROI case study / benchmark
- CTA: “Get the ROI report”
- Improves MQL capture
Two CRM Personas
This SaaS demo uses website personalization to tailor the experience for two CRM-identified roles: Technical Professional and Upper Management. The system reads role data from CRM and instantly adapts content, tone, and visuals.
- Technical Professional: sees product capabilities, integrations, and stack details.
- Upper Management: sees ROI-oriented copy, strategic value, and KPIs.
Homepage Personalization
The homepage dynamically changes hero text and supporting modules by CRM role. Developers are shown technical highlights and integrations, while executives see business outcomes, testimonials, and proof of ROI. This increases relevance, engagement, and conversions at the top of the funnel.
Blog Page with Content Recommendations
The blog leverages behavioral and CRM data to show personalized content recommendations. Visitors see articles matching their professional focus — e.g., IT automation for developers or growth metrics for executives.
Targeted Exit Pop-Up
When a visitor is about to leave, a role-specific pop-up appears — created easily in the Pop-Up & Banner Manager. For example, developers get a “See API Docs” CTA, while managers see “Request a Demo.” Each message aligns with CRM data and live session behavior.
Remarketing Email with Recommendations
The personalization continues post-visit: remarketing emails include dynamic, role-aware content recommendations. A developer might get feature tutorials, while management receives case studies or ROI reports.
CRM + ABM Synergy
Combining CRM segmentation with Account-Based Marketing creates a unified targeting framework. Visitors are recognized not just by user role, but also by company, industry, and account data, ensuring both individual and organizational relevance across pages, banners, and email.
