Solutions keyboard_arrow_down keyboard_arrow_up
Our Solutions
Ontraport's solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.
Select your industry to see how our CRM and marketing software can support your growth
Learn more
Resources keyboard_arrow_down keyboard_arrow_up
Resources
Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software.
Visit the blog
University Pricing Chat

Personalization At Scale: Keep the Human Touch as your Customer Base Grows

Improve each step of the B2B customer journey from first contact to lifetime loyalty.

settings
settings
arrow_forward
Get the guide

Personalization At Scale: Keep the Human Touch as your Customer Base Grows

Improve each step of the B2B customer journey from first contact to lifetime loyalty.

settings
settings

As a business owner, you know firsthand the importance of maintaining a strong relationship with your leads and customers every step of the way. Despite the challenges of meeting all the needs of your growing customer base, you want to continue to offer them satisfying experiences. That’s a big job!

With a growing contact list, you need to be able to streamline your sales cycle so that you can continue interacting with customers authentically, and do so at scale. All business owners reach a point at which they need to balance growth with sales strategies that still feel genuine and personalized for their audience and customers. If you’re feeling like you’ve reached the point in your business when the human element is beginning to get in the way of scaling your processes, you’re actually in an exciting place.

Customer expectations are rising

Customers want – and have always wanted – fast, reliable and friendly service. Yet The Harvard Business Review states “around two thirds of customers feel that companies are not responding fast enough to their changing needs.”

You have to have a way to speak to your audience on their terms. The Ford business model, where “you can have any color as long as it’s black,” is out, and businesses that can’t keep up fall by the wayside.

Findings from Deloitte’s “2022 Global Marketing Trends” reveal that “the highest-growing brands (with 10% or higher annual revenue growth) are comprehensively addressing the entire customer experience.” It’s now truer than ever — customers will go to where they’ll be catered to.

Ready to achieve personalization at scale?

arrow_forward
Get the guide

Learn how you can map out your unique B2B customer journey to start closing more sales.

Ready to achieve personalization at scale?

Learn how you can map out your unique B2B customer journey to start closing more sales.

Get ahead with personalized customer journeys

Keeping up with your customers' changing needs is essential. By creating an individual customer lifecycle, you’re directly investing in company longevity and setting yourself apart from the rest.

As mentioned in our guide: Mapping and Personalizing Your Customer Journey, “Because each lead and customer you encounter will behave uniquely and have different interests and needs, there’s no such thing as an effective one-size-fits-all B2B customer journey.” When you take the time upfront to improve your sales process, you not only save time down the road responding to your customers’ and leads’ needs, but you also make them feel cared about throughout their experience with you.


By creating an individual customer lifecycle, you’re directly investing in company longevity and setting yourself apart from the rest.

Customers prefer personalization

People like to feel understood and cared about — so much so that, according to TechJury, 73% of customers say that the customer experience helps drive their buying decisions while 86% are willing to pay more for a better customer experience. Creating a dynamic experience that accounts for each stage of the customer journey and matches your sales offers to the appropriate audience, will dramatically increase your chances of locking in that coveted customer loyalty.

The wisdom of creating a personalized customer  journey

Planning and personalizing your customer journey will allow you to:
check_circle
Assess your current marketing and sales processes so you can identify which parts of the customer lifecycle are already giving contacts a personalized experience.
check_circle
Match your contacts with categorized products or services so that loyal customers will receive different offers than entry-level contacts.
check_circle
Define the different paths contacts will take in your marketing and sales funnels so that they get the most personalized experience possible.
check_circle
Decide what to do with customers after they buy your product or service so that they’re more likely to engage with your brand as lifelong, repeat customers.
check_circle
Sprinkle human interactions into your sales process where appropriate so that you can strengthen your relationship with leads and customers.
check_circle
Replace repetitive tasks in your sales process with automation so that you can free up time for more effective and efficient human interactions.

The wisdom of creating a personalized customer  journey

Planning and personalizing your customer journey will allow you to:

check_circle

Assess your current marketing and sales processes so you can identify which parts of the customer lifecycle are already giving contacts a personalized experience.

check_circle

Match your contacts with a categorized product or service so that loyal customers will receive different offers than entry-level contacts.

check_circle

Define the different paths contacts will take in your marketing and sales funnels so that they get the most personalized experience possible.

check_circle

Decide what to do with customers after they buy your product or service so that they’re more likely to engage with your brand as lifelong, repeat customers.

check_circle

Sprinkle human interactions into your sales process where appropriate so that you can strengthen your relationship with leads and customers.

check_circle

Replace repetitive tasks in your sales process with automation so that you can free up time for more effective and efficient human interactions.

Ready to achieve personalization at scale?

Learn how you can map out your unique B2B customer journey to start closing more sales.
settings
settings
settings
Get the guide

Ready to achieve personalization at scale?

Learn how you can map out your unique B2B customer journey to start closing more sales.
settings
settings

Frequently Asked Questions

I’m new to sales process automation — what is it, and why is it such a big deal?

There are lots of time-consuming sales tasks that Ontraport can do for you automatically. Our sales automation software can follow up with your leads, keep your pipeline organized and moving, manage your team’s workload and more. With all those tasks off your plate, you can spend more time doing the work that matters most: actually selling your product or service.

I want to get more conversions, but I’m busy. Does Ontraport have any done-for-you sales funnels?

Ontraport has a whole library of prebuilt funnels, so you can get up and running without learning all the ins and outs of the platform. You can launch an entire sales funnel, follow up with leads, segment your list of prospects and more — and each system only takes minutes to launch. The best part is, you’ll get a Setup Wizard that walks you through every step.

My business is growing, and I want to keep my personal touch as I scale. Can I do that with Ontraport’s sales force automation system?

Ontraport is built to grow with you, so it’s easy to create a personal sales experience for every lead on your list — no matter how big your business gets. Since all your sales data will be stored on one centralized platform, you’ll have all the data and sales automation tools you need to deliver more engaging, more effective experiences across every channel.

My business uses outbound lead generation to find customers. Can Ontraport help with that?

Ontraport is great for driving both inbound and outbound sales. We have lots of tools to deliver personal, multi-channel messages and connect you with all the right leads at the right times. Plus, you’ll get all the tracking features and KPIs you need to measure and optimize results.

I want to use Ontraport to manage my B2B customer journey and B2B sales funnels. Will it have all the features I need?

Ontraport is perfect for nurturing B2B customers throughout your sales process. You’ll be able to keep all your deals organized, offer more personalized follow-up, keep your team on the same page and more. And with multiple sales pipelines, you can even view and manage every step of your B2B sales process from one screen.

I like the idea of done-for-you sales funnels, but what if I want my campaign to work differently than the template?

Ontraport’s sales pipeline software and prebuilt funnels were built based on feedback from thousands of business owners, but of course, everyone likes to — and should! — put their own spin on things. You can easily adjust any part of these funnels — the copy, design, automation settings and more — however you’d like. You can also skip these systems and start from scratch to build anything you can imagine.
About Ontraport
Partners & Integrations
Resources
Getting Started

Turn your business on with Ontraport.

[bot_catcher]