It’s highly likely that not all customers visiting your website are looking for the same thing.
As a business, it’s your job to understand what they’re looking for and cater to them accordingly. Personalizing the experience not only helps guide customers to the information they need but also enables you to nurture leads more effectively, speed up your sales cycle, and improve conversion rates.
The key to this? Classifying your audience correctly and showing them exactly what they want—because when you do that, conversions follow naturally.
But, personalizing these experiences is difficult when customer data is scattered across multiple systems, requiring manual transfers to keep everything up to date.
The challenge of keeping customer data in sync
Let’s be real. Updating customer data across multiple systems manually is no easy job. Moreover is a productivity killer.
Ask anyone who’s done it.
For example, when a customer requests a demo through a form on your website, their information is stored in your CRM (like HubSpot). During the demo, the sales team qualifies the lead and updates details like industry or deal stage. Later, marketing wants to use this data for personalization, but there’s a problem—the CMS doesn’t have the latest customer details.
This means someone has to manually export and import data or set up a custom API integration—both of which take time and effort. In addition, it increases the risk of human error.
Mistakes in data entry or outdated information can impact decision-making, customer insights, and overall business performance. As data volumes grow, keeping everything updated across systems becomes even more challenging.
But what if you can automate the process and use your CRM or CDP data to deliver the right content without manual data transfers?
