Personalization Across The B2B Tech Customer Journey

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Engagement Score Surveys Requests for Reviews Requests for Referrals Tips & Tricks Support Messages Help Content Homepage Headline Images & Copy Introductory Videos Welcome Messages Special Offers Company and Industry Email or Ad Campaign Referring Site Geolocation 1-888-310-0589 [email protected] evergage.com Adoption Level Used/Unused Features ADVOCACY Identify the best customers and motivate them to recommend the solution Most Used Features Plan Level Product Offers Services Packages UPSELL / CROSS-SELL Identify and capitalize on the best opportunities for upsells ADOPTION & RETENTION Ensure that users receive the most value from the solution Use Case(s) Persona Industry Onboarding Tutorials Product Videos Tips & Tricks Support Messages Surveys ONBOARDING Guide new users to relevant features & information PURCHASE Transition communication from prospect to customer-focused INITIAL ENGAGEMENT Give first-time visitors a relevant initial experience AWARENESS Demo or Free Trial Offer Product Information Case Studies Testimonials Buying Stage Trial Status EVALUATION Guide visitors to take actions that lead to conversion eBooks/Whitepapers Use Cases/Examples Webinars Blog Articles Persona Intent CONSIDERATION Suggest content and resources to educate visitors Personalization is a powerful approach to guide visitors along the B2B buyer’s journey. You need to understand certain criteria about each person at each stage and respond with personalized experiences, messages and calls-to-action (CTAs). Follow this path to success. KEY RESPOND WITH CONTENT UNDERSTAND THE CRITERIA PERSONALIZATION ACROSS THE B2B TECH CUSTOMER JOURNEY

Transcript of Personalization Across The B2B Tech Customer Journey

Engagement Score

SurveysRequests for ReviewsRequests for Referrals

Tips & TricksSupport Messages

Help Content

Homepage Headline Images & Copy

Introductory VideosWelcome Messages

Special O�ers

Company and IndustryEmail or Ad Campaign

Referring SiteGeolocation

1-888-310-0589

[email protected]

evergage.com

Adoption LevelUsed/Unused Features

ADVOCACYIdentify the best customers and motivate

them to recommend the solution

Most Used FeaturesPlan Level

Product O�ersServices Packages

UPSELL / CROSS-SELLIdentify and capitalize on the best

opportunities for upsells

ADOPTION & RETENTIONEnsure that users receive the most

value from the solution

Use Case(s)PersonaIndustry

Onboarding TutorialsProduct Videos

Tips & Tricks Support Messages

Surveys

ONBOARDINGGuide new users to relevant

features & information

PURCHASETransition communication from prospect to customer-focused

INITIAL ENGAGEMENTGive first-time visitors a relevant initial

experience

AWARENESS

Demo or Free Trial O�erProduct Information

Case Studies Testimonials

Buying StageTrial Status

EVALUATIONGuide visitors to take actions

that lead to conversion

eBooks/WhitepapersUse Cases/Examples

WebinarsBlog Articles

PersonaIntent

CONSIDERATIONSuggest content and resources to

educate visitors

Personalization is a powerful approach to guide visitors along the B2B buyer’s journey.

You need to understand certain criteria about each person at each stage and respond with personalized experiences, messages and

calls-to-action (CTAs).

Follow this path to success.

KEY

RESPONDWITH CONTENT

UNDERSTANDTHE CRITERIA

PERSONALIZATION ACROSS

THE B2B TECH

CUSTOMER JOURNEY