1.888.746.6743Talk with Sales

OptifiNow Personalization Engine.

The OptifiNow personalization engine is what drives the one-to-one communication with each customer. While the technical details are complex, the basic components of the personalization platform can be broken down into four core building blocks:


Data Aggregation.

Data is aggregated from various sources, leveraging real-time inputs and updates from landing page forms, dynamic API integrations from 3rd parties, website visits, lead scoring, company CRM, etc… Keeping data up-to-date keeps profiles fresh.


CRM/Decision Engine.

The decision engine makes sense of the data, offering an intelligent recommendation for what message should be served up.


Creative Development.

Creative assets are developed in a modular fashion with emphasis on creating ads that are relevant to the consumer.


Multi-Channel Marketing.

Personalized email, direct mail, texts, and social media pushes are produced dynamically based on the information driven by the decision engine and creative dictated by each individual customer profile – this goes way beyond Personas.

About Us

OptifiNow is a cloud-based SaaS Sales Enablement and Automation Software Platform that was designed to specifically address the growing needs of the sales force. The system provides a single integrated platform that includes Lead & Contact Management, Sales Process Automation, Opportunity Management, Affiliate Management, Content Management, Marketing Collateral Resource Management, Social Media Management, Collaboration, as well as Reporting & Analytics
Learn More »

Our Partners

Our Partners

Contact Us

Corporate Headquarters

3020 Old Ranch Pkwy, Suite 300 Seal Beach, CA 90740


Talk with Sales