Real-Time CRM Optimization

Set up once. Optimize continuously. ML selects the best-performing compliant variant for each segment — across triggered and scheduled campaigns — without your team touching anything.

One Setup. Five Steps. Zero Touch.

Configure your campaign once. Persado handles every step from there — generating, scoring, clearing compliance, and serving the winner.

Steps:

1. Template
   Upload your approved template with variable slots.

2. Generate
   AI creates compliant variants for each variable slot.

3. Score
   Every variant dual-scored for performance and compliance.

4. Comply
   Pre-cleared against your guardrails. No new legal review.

5. Serve
   ML picks the best performer at send time. Continuously learns.

The Gap

Manual CRM vs. Persado Automate

• Manual CRM:
  -2104 hours/year per campaign.

  • Manual A/B, if budget allows.
  • Same message until refreshed.
  • Manual legal review per cycle.

• Persado Automate:
  -289 hours/year per campaign.

  • Automatic, real-time, continuous.
  • Self-refreshing variant library with fatigue detection.
  • Built-in guardrails + full audit trail per recipient.

How It Works

Every send is optimized. None are manual. One template. One setup. Persado handles the rest — from generation to serving.

What Automate Does

Real-time content optimization selects the best-performing language — headline, body, CTA, tone — for each segment at send time.

What It Isn't:
Product or offer recommendation. Your ESP handles Who, When, and What. Persado handles How.

Product Walkthrough

From template to live campaign. Four steps.

1. Upload Creative: Select your ESP.
2. Persado Generates Variants: Generates 16+ variants, scores each for performance, and validates compliance.
3. QA Variants: All variants tested in one send.
4. System Learns and Optimizes: Automatically generates fresh variants when fatigue is detected.

Performance Compounds

Your 100th campaign outperforms your first. Most value is captured in Phases 1–2, with Phase 3 adding contextual signals.

Case Studies

Ally Financial

• Motivation: AI doubled CTRs and drove +57% new accounts.

Vodafone Italy

• Motivation: +42% conversion lift across 2,000+ campaigns.

Built on 13 years of data your competitors can't replicate.

• 282% reduction in campaign hours.
• Zero compliance incidents.
• 21+ regulatory frameworks supported.

What's Running Behind Every Send

• Real-Time Variant Selection
• Every Send Compliance-Checked
• Compounding Intelligence
• Automatic Fatigue Detection
• One-Time Template Setup
• Native ESP Integration

Automate Questions

• Real-time API integration: One-time setup connects dynamic content scripts to your ESP.
• Integration: Salesforce Marketing Cloud, Adobe Campaign, Braze, Cordial.
• Compliance-checking: Every content combination is validated against regulatory frameworks.
• Difference from A/B testing: Generates 16+ variants and compounds learning across campaigns.
• Time savings: ~400 hours per campaign per year reduced to ~55 hours for setup.
• Performance compounding: Every send improves based on performance data.

Ready to Start?

Request a Pilot and See Results in 4–6 Weeks. Measurable lift with decision-ready data — zero risk to your current workflow.