Personize

Introduction

Personize is introduced as the first generative personalization engine specifically designed for HubSpot users, aiming to revolutionize how businesses engage with their contacts. The core mission of Personize is to enable personalization at scale, moving beyond generic communications to deliver truly individualized experiences for every contact within the HubSpot ecosystem. It addresses the common problem of static templates and impersonal outreach by leveraging advanced AI.

The product utilizes AI agents that are capable of deep research, expert reasoning, and sophisticated writing, mimicking the capabilities of top-performing team members. This allows businesses to generate highly personalized sales sequences, marketing emails, playbooks, call scripts, and web pages. By integrating seamlessly with HubSpot, Personize transforms the CRM into a powerful conversion machine, ensuring that every interaction is tailored to the individual, regardless of the volume of contacts.

Key Features

• 1.
  Generative AI CapabilitiesAutomatically generates diverse content such as sales sequences, marketing emails, playbooks, call scripts, and web pages, ensuring truly personalized experiences for every contact.
• 2.
  Deep Research and Expert ReasoningEmploys AI agents that perform in-depth research and apply expert reasoning to craft messages that genuinely connect with prospects, moving beyond static templates.
• 3.
  1:1 Personalization at ScaleDelivers individualized outreach for a vast number of contacts, supporting personalization for anywhere from 5,000 to 500,000 leads.
• 4.
  Native HubSpot IntegrationOffers a deep, seamless integration with HubSpot, allowing Personize to plug directly into existing workflows, sequences, and contact records.
• 5.
  Extensive Tech Stack CompatibilityIntegrates with a wide range of tools including Zapier, Apollo, ZoomInfo, Google Sheets, and LinkedIn, ensuring it plays well within diverse tech stacks.
• 6.
  Customizable AI AgentsProvides a library of researchers, reasoners, and writers, allowing users to train the AI models with their specific sales and marketing Standard Operating Procedures (SOPs) to act like internal experts.
• 7.
  Test and OptimizeEnables users to explore and utilize a library of AI agents, then test and optimize their performance based on specific sales and marketing goals.

Target Users

• 1.
  Sales Development Representatives (SDRs)Benefits from AI-driven deep research for CRM contacts and automated, personalized outreach to improve inbound and outbound campaign effectiveness.
• 2.
  Marketing ProfessionalsUtilizes the platform to produce personalized content at scale, manage win-back campaigns, and enhance overall marketing efforts with innovative AI solutions.
• 3.
  Business Development DirectorsLeverages Personize to find the right accounts matching complex buyer personas and to feed fresh, rich data directly into their CRM.
• 4.
  Chief Marketing Officers (CMOs)Gains enhanced marketing efforts through automation and innovative AI solutions, ensuring brand voice consistency and personalized customer journeys.
• 5.
  Sales LeadersEmpowers sales teams to build smart, sharp, and on-brand sales sequences that connect with prospects more effectively than generic outreach.

Unique Selling Points

• 1.
  First Generative Personalization Engine for HubSpotOffers a unique, purpose-built solution that integrates generative AI directly into the HubSpot environment, a capability not widely available.
• 2.
  AI Agents for Research, Reasoning, and WritingDifferentiates by using AI agents that mimic human intelligence for deep research and expert writing, creating highly relevant and engaging content.
• 3.
  Scalable 1:1 PersonalizationAchieves true one-to-one personalization for large volumes of contacts, ensuring every message is unique and impactful, unlike traditional mass personalization tools.
• 4.
  Deep Integration EcosystemProvides native HubSpot integration complemented by connections with leading sales and marketing tools like Apollo, Zapier, and ZoomInfo, enhancing workflow efficiency.
• 5.
  Customizable AI ModelsAllows users to tailor AI agents to their specific sales and marketing SOPs, ensuring the AI acts as an extension of their best team members and maintains brand consistency.

Use Cases

• 1.
  Inbound SDRAutomates deep research for CRM contacts, enabling SDRs to send highly personalized follow-ups that convert.
• 2.
  Sales Sequence BuilderCreates intent-signal-based outreach, allowing sales teams to build smart, sharp, and on-brand sales sequences that resonate with prospects.
• 3.
  Prospect ResearcherFacilitates instant form follow-up by providing deeply researched prospect information, ensuring timely and relevant engagement.
• 4.
  Content ProducerGenerates personalized content for outbound campaigns, ensuring messages are tailored to individual recipients and increase engagement rates.
• 5.
  Proposal WriterAutomates the creation of personalized proposals, significantly reducing sales time and improving the quality of outreach.
• 6.
  Lead Triage & ScoringEnhances lead management through win-back campaigns and efficient scoring, ensuring valuable leads are identified and nurtured effectively.

Pricing & Availability

Personize offers a "Start For Free" option, indicating either a freemium model or a free trial period for users to experience its capabilities. Specific pricing plans are not detailed on the provided content, but the emphasis on starting for free suggests accessibility for new users.