Learn how Yesware can increase conversions through personalization using FunnelEnvy

1. Yesware Personalization
Opportunities

2. New Visitor Optimization
✓ Personalize the entire
experience –
messaging, value
propositions, and next
best action based on
an individual visitor
context.
2
Generic ‘One-Size-Fits-All’

3. New Visitor Optimization
✓ Intent: Interested in
Yesware for Sales
Teams
3

4. New Visitor Optimization
✓ Visitor Intent: Learn more about Enterprise Offerings
4

5. New Visitor Optimization
✓ Visitor Intent: Fintech Company Looking to get
started
5

6. New Visitor Optimization
✓ Visitor Intent: Understand Salesforce integration
possibilities
6

7. Engaged Customer Optimization
✓ Returned to the site and engaged with more
commercially oriented content
✓ Give them on-ramps to take the next step
✓ “next best action” is either starting the free trial or
talking to sales.
7

8. Engaged Customer Optimization
✓ Visitor Intent: Learn About Enterprise Pricing
8
Enterprise Customers only sees Enterprise Plan
SMBs only see the Pro Plan

9. Engaged Customer Optimization
✓ Personalized CTA’s based on audience
9

10. Strong Commercial Intent
✓ Demonstrated an interest in engaging in the sales
process
✓ Focus on expanding the champions in the account,
alleviate concerns about value and cost.
10

11. Strong Commercial Intent
✓ Highlight Features based on customer needs
11

12. Strong Commercial Intent
✓ Intent: Re-affirm support features that customer
needs
12

13. Strong Commercial Intent
✓ Align Resources to highlight based Customer Intent
+ Context
13

14. Post Sale Optimization
✓ Personalize to Drive Customer Adoption
✓ Candidates for expansion and referrals,
✓ Need advanced services and support.
14

15. Post Sale Optimization
✓ Intent: Paying Customer with no active campaigns
15

16. Post Sale Optimization
✓ Change Website for New vs. Existing Customers
16