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You Got Questions?  We Got Answers!

Your quick, clear answers about how Personize transforms sales and marketing with AI-powered personalization in HubSpot.
What is Personize™?
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Personize transforms your HubSpot sales & marketing efforts to personalize every interaction across the entire customer journey. From intelligent segmentation to content generation, from autonomous execution to real-time updates, Personize delivers hyper-personalization to deliver results-- conversions, deals, and revenue.
How is Personize different from other AI sales, marketing, or GTM tools?
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Personize delivers true 1:1 personalization natively inside HubSpot, powered by unified customer memory and AI agents tailored to your exact GTM motion.
How would Personize benefit my sales & marketing efforts?
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By researching, reasoning, and writing with unmatched accuracy, Personize helps you connect with each customer in a way that feels personal, relevant, and timely—at scale.
What industries do you work with?
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While we can't make you a cup of coffee (yet), Quadra is here to fuel your web development journey with powerful features and an intuitive platform.
Why does personalization matter?
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Personalization builds trust, boosts engagement, and drives revenue by making every customer feel understood and valued.
What do the market stats say about the need for personalization?
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According to McKinsey Research and many other studies, they show nearly 96% of customers expect personalized experiences, yet almost 85% of businesses still fall short of delivering them.
What are some examples of a personalization experience for B2B buyers?
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Examples include tailored outreach emails, customized sales sequences for timely & relevant customer touches, and deeply personalized web experiences that adapt to the buyer’s role, industry, and stage in the buying journey.
How does AI help in crafting personalization experiences?
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AI dramatically accelerates research, analyzes customer data, and generates tailored messaging—making it possible to deliver meaningful personalization at scale without losing quality.
What exactly is an AI agent, and how does it work?
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A Personize AI agent is software powered by advanced machine learning that can understand, decide, and take action to complete tasks autonomously. It works by analyzing data, learning from patterns, and following strategic rules to achieve specific goals.
How can AI agents handle complex sales or marketing tasks like a human would?
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Our Personize AI agents can research prospects, tailor outreach, respond to inquiries, and adapt strategies in real-time—just like a skilled team member—only faster and at greater scale.
Are AI agents secure, and how is my customer data protected?
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Yes, Personize AI agents are built with enterprise-grade security and comply with privacy laws, ensuring your customer data is encrypted, protected, and never misused.
Will AI agents replace my team or work alongside them?
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AI agents are designed to work alongside your team, automating repetitive tasks and providing insights so your people can focus on building relationships and closing deals.
What integrations does Personize offer out of the box?
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Personize integrates deeply with HubSpot and also connects with leading data sources like Apollo.io, ZoomInfo, and other systems—making it easy to power personalization with the tools you already use.
Can I use Personize’s API to build custom workflows?
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Yes, our robust API lets developers create tailored workflows, sync data, and embed AI personalization into any system or app.
How secure is data transfer between Personize and integrated platforms?
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All integrations and API calls use encrypted, secure protocols to protect sensitive customer data and comply with global privacy regulations.
Will integrating Personize disrupt my current sales and marketing processes?
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Not at all! Personize is built to enhance your existing workflows, running alongside your current tools so your team can see value immediately.