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Data & CRM

Content Personalization Without Losing Authenticity

August 29, 2022 by Basil Puglisi Leave a Comment

personalized content strategy, marketing automation personalization, authentic marketing, privacy-first personalization, personalization best practices

Balancing tailored experiences with trust and brand integrity

Personalization in marketing has moved from novelty to necessity. Today’s consumers expect brands to anticipate their needs, speak to their interests, and remove friction from every touchpoint. According to Epsilon, 80% of consumers are more likely to purchase from brands offering personalized experiences — a statistic that has become the cornerstone of modern digital strategy. Yet, the pursuit of personalization carries risks: Accenture research has shown that 63% of consumers feel “creeped out” when personalization crosses certain boundaries.

personalized content strategy, marketing automation personalization, authentic marketing, privacy-first personalization, personalization best practices


This duality — personalization as both a performance driver and potential trust breaker — is why the most successful marketers in 2022 treat personalized content strategy as both an art and a science. The goal isn’t simply to insert a customer’s first name into an email subject line. It’s to craft messaging, offers, and experiences that feel relevant and valuable while remaining respectful of the consumer’s privacy and brand relationship.

B2B vs. B2C Perspectives

For B2B marketers, personalization often manifests in account-based marketing (ABM) campaigns, segmented by industry, company size, or buying stage. Salesforce’s personalization case studies highlight B2B brands that use CRM-integrated automation to serve tailored case studies, webinar invites, and solution briefs based on each account’s historical engagement. One example: a SaaS firm that targeted CFOs with ROI-focused whitepapers, while simultaneously sending IT directors technical implementation guides — all driven from the same content library but dynamically delivered based on role. The result was a measurable lift in webinar attendance and higher MQL-to-SQL conversion rates.

For B2C brands, the personalization canvas is broader but more emotionally driven. Lytics CDP’s “7 Examples to Inspire You” shows how brands like Stitch Fix and Amazon blend data-driven recommendations with a consistent brand identity. Stitch Fix’s quiz-based onboarding ensures recommendations are based on a customer’s style profile, but the language and visual presentation stay aligned with its aspirational, human-first brand tone. This preserves authenticity — users feel “seen” without feeling like their data is being overanalyzed for sales.

Factics

– 80% of consumers are more likely to purchase from brands offering personalized experiences (Epsilon).
  Tactic: Epsilon’s multi-year research shows that personalization correlates with increased purchase frequency and basket size across sectors. However, the effect peaks when personalization is content-driven, not just discount-driven. For email marketers, this means going beyond “20% off for you” and instead creating dynamic blocks that change based on past browsing behavior or category preferences — such as recommending articles, guides, or complementary products.

– 63% of consumers say too much personalization feels creepy (Accenture/SmarterHQ).
  Tactic: The “creep factor” often emerges when brands overuse data that consumers didn’t knowingly provide or when messaging implies surveillance. SmarterHQ’s Privacy & Personalization Report recommends setting explicit data-use expectations at opt-in, and giving customers easy ways to adjust their personalization settings. For instance, allow subscribers to choose preferred topics or channels in a preference center.

– Personalization can enhance perceived authenticity and creativity (ResearchGate TikTok study).
  Tactic: Research on TikTok behavior found that personalization aligned with a user’s creative and identity needs increased both engagement and sharing. Brands can apply this by using platform-native personalization cues — for example, tailoring TikTok creative based on trending sounds or challenges that a specific audience segment interacts with most.

– Authenticity is nearly 20% more important than deals during the holidays (Adweek/Facebook Watch study).
  Tactic: Holiday personalization often veers into transactional territory, but Facebook Watch research found that value-driven, culturally relevant content outperformed purely promotional campaigns.

– 71% of consumers believe it’s important for brands to take a stance on social issues (Adweek “Authentic Voice” article).
  Tactic: Aligning message and messenger requires vetting influencers and brand partners for shared values. When Patagonia partnered with grassroots environmental groups for co-branded content, the authenticity of the partnership reinforced the personalization of its messaging to eco-conscious segments.

Platform Playbook

Email Marketing: Tools like Mailchimp and Marketo allow for dynamic content blocks that adapt to subscriber segments in real time.

Web Personalization: Lytics CDP demonstrates that simple homepage swaps (hero image, featured products) can be powerful when aligned with known interests.

Social Media: Use native targeting tools to tailor creative variations, but maintain a consistent brand voice across all segments.

Privacy Controls: Incorporate preference centers and visible opt-out options. Transparency builds long-term trust.

Best Practice Spotlight

Patagonia’s Value-Driven Personalization merges personalization with authenticity. Its email campaigns segment audiences by interests such as hiking, climbing, or sustainability, and tailor product features and content stories accordingly. Every personalized message reinforces the brand’s environmental stance — from highlighting recycled materials to inviting customers to activism events. This respects customer interests while deepening loyalty through shared values.

Hypotheticals Imagined

Scenario 1 – Privacy-First Retail Personalization

Background: A mid-sized online home goods retailer sees low engagement from its generic promotional emails.
Execution: Implement a preference center allowing customers to choose product categories they want updates on. Segment emails accordingly, showcasing relevant products and content.
Expected Outcome: Higher click-through rates and reduced unsubscribes.
Potential Pitfalls: Overcomplicating the preference process.

Scenario 2 – B2B Webinar Personalization

Background: A SaaS analytics company wants to increase webinar attendance.
Execution: Segment invites by industry and role using CRM data. Provide tailored follow-ups with relevant case studies.
Expected Outcome: Increased attendance and conversion from MQL to SQL.
Potential Pitfalls: Misaligned targeting due to outdated CRM data.

Scenario 3 – Social Media Authenticity at Scale

Background: A fashion brand aims to grow its Gen Z audience on TikTok.
Execution: Identify trends within the audience and create segmented creative aligned to these trends while maintaining brand aesthetics.
Expected Outcome: Higher engagement and sharing.
Potential Pitfalls: Using trends that conflict with brand values.

References

Epsilon. (2018). The Power of Me: The Impact of Personalization on Marketing.

HubSpot. (2022). How to Personalize Marketing Without Being Creepy.

Salesforce. (2022). Case Studies: Effective Personalization Campaigns.

Mailchimp. (2022). Email Personalization Best Practices.

Adweek. (2020). How Authenticity Can Help Brands Connect With Consumers This Holiday Season.

Adweek. (2022). Brands That Align Message and Messenger Build an Authentic Voice.

Lytics CDP. (2022). Website Personalization: 7 Examples to Inspire You.

ResearchGate. (2022). The Impact of Personalization on Viral Behavior Intentions on TikTok.

ScienceDirect. (2022). Setting the Future of Digital and Social Media Marketing Research.

SmarterHQ. (2019). Privacy & Personalization: Consumers Share How to Win Them Over Without Crossing the Line.

Filed Under: Basil's Blog #AIa, Business, Content Marketing, Data & CRM, Sales & eCommerce, Uncategorized

Personalization at Scale: Balancing Automation with Authenticity

November 29, 2021 by Basil Puglisi Leave a Comment

Personalization isn’t just a competitive edge — it’s the expectation. Audiences want relevant, timely experiences, but delivering them at scale requires balancing automation with a human touch.

Defining Personalization at Scale

Personalization at scale is the ability to deliver tailored messages, offers, and experiences to large audiences without losing authenticity. It blends customer data, automation tools, and creative strategy to make every interaction feel one-to-one, even when it’s one-to-many. Why it matters: in crowded digital spaces, personalization increases engagement, builds loyalty, and drives conversions.

B2B vs. B2C Perspectives

In B2B, personalization might mean tailoring content to specific industries, job roles, or buyer journey stages. In B2C, it often involves recommending products based on past purchases, browsing behavior, or real-time activity.

COVID-19 and the Personalization Imperative

With more interactions happening online, personalization has shifted from nice-to-have to essential. Remote buyers expect brands to understand their needs quickly, and irrelevant communication is more likely to be ignored or unsubscribed from.

Factics

What the data says:

  • Epsilon (2018) found that 80% of consumers are more likely to purchase when brands offer personalized experiences.
  • Segment (2017) reported that 44% of consumers are likely to become repeat buyers after a personalized shopping experience.
  • Salesforce (2019) showed that 72% of customers expect companies to understand their unique needs.
  • HubSpot (2020) states that personalized CTAs perform 202% better than generic ones.
  • McKinsey (2020) found that personalization can deliver five to eight times the ROI on marketing spend.

How we can apply it:

  • Map customer journeys to identify personalization opportunities at each stage.
  • Integrate CRM and marketing automation platforms to unify customer data.
  • Use behavioral triggers to send messages at the right time with the right content.
  • Test and refine personalization strategies through A/B and multivariate testing.
  • Balance automation with human review to ensure tone and context remain authentic.

Platform Playbook

  • HubSpot: Robust CRM and automation tools for both B2B and B2C, ideal for mid-to-large businesses.
  • Salesforce: Enterprise-grade CRM with deep integration and AI-driven personalization capabilities.
  • Marketo: Advanced marketing automation with strong lead scoring and nurturing features.
  • Klaviyo: E-commerce-focused platform with powerful segmentation and predictive analytics.
  • Mailchimp: Affordable option for small businesses, offering segmentation and automated email journeys.
  • ActiveCampaign: Budget-friendly CRM and automation with strong personalization for SMBs.
  • Sendinblue: Low-cost email and SMS marketing automation for growing businesses.
  • Zoho CRM: Cost-effective CRM with customizable workflows and integrations for small teams.

Best Practice Spotlight

Spotify’s personalized playlists, such as Discover Weekly, use listening behavior data to deliver a unique experience to each user. This keeps engagement high and strengthens brand loyalty through consistent, relevant recommendations.

Strategic Insight

What’s your story? You’re the brand that knows your audience better than anyone else.

What do you solve? The frustration of irrelevant marketing and missed opportunities.

How do you do it? By using customer data and automation tools to deliver timely, relevant experiences.

Why do they care? Because personalization saves them time and makes every interaction feel meaningful.

Personalization strategies integrate seamlessly with earlier topics like conversational marketing, predictive content, first-party data collection, transparency, data ethics, social commerce, audio-first engagement, hybrid events, and micro-influencers.

Hypotheticals Imagined

These scenarios show how personalization can be scaled effectively for different business models and budgets.

**Scenario 1: Clothing Retailer Uses Klaviyo for Real-Time Recommendations**

Background: An online clothing retailer wants to increase repeat purchases.
Execution Steps:
1. Segment customers based on past purchases and browsing history.
2. Send weekly emails with personalized product recommendations.
3. Use predictive analytics to highlight items likely to be purchased soon.
4. Integrate SMS alerts for restocks in a customer’s preferred size.
Expected Outcome: Increased repeat purchases and customer lifetime value.
Potential Pitfalls: Over-personalization leading to a narrow focus and reduced discovery.

**Scenario 2: SaaS Company Uses HubSpot for Industry-Specific Nurturing**

Background: A SaaS provider targets multiple industries but wants to improve conversion rates.
Execution Steps:
1. Create industry-specific nurture campaigns with tailored content.
2. Use behavioral triggers to send relevant case studies after specific page visits.
3. Assign leads to sales reps with matching industry expertise.
4. Review analytics to refine campaigns monthly.
Expected Outcome: Higher engagement and improved lead-to-customer conversion rates.
Potential Pitfalls: Insufficient data hygiene impacting segmentation accuracy.

**Scenario 3: Local Fitness Studio Automates Member Engagement**

Background: A small gym wants to retain members and encourage class bookings.
Execution Steps:
1. Use ActiveCampaign to segment members by class attendance and interests.
2. Send automated class reminders and motivational messages.
3. Offer personalized promotions for underbooked classes.
4. Track response rates to optimize offers.
Expected Outcome: Increased class attendance and reduced member churn.
Potential Pitfalls: Generic messaging reducing perceived personalization.

References

Epsilon. (2018). The Power of Me: The Impact of Personalization on Marketing Performance. https://www.epsilon.com

Segment. (2017). The 2017 State of Personalization Report. https://segment.com

Salesforce. (2019). State of the Connected Customer. https://www.salesforce.com

HubSpot. (2020). Marketing Statistics. https://www.hubspot.com

McKinsey & Company. (2020). The Value of Getting Personalization Right. https://www.mckinsey.com

Filed Under: Basil's Blog #AIa, Branding & Marketing, Content Marketing, Data & CRM

Data Ethics in Digital Marketing: Where Personalization Meets Privacy

June 28, 2021 by Basil Puglisi Leave a Comment

Personalization is powerful — but without ethical boundaries, it risks crossing the line into intrusion. In June 2021, as privacy expectations rise and Apple’s iOS 14.5 privacy updates change the rules for data collection, marketers face a new challenge: how to deliver tailored experiences while respecting consumer rights and consent.

Defining Data Ethics in Marketing

Data ethics in marketing is the practice of collecting, storing, and using customer information in ways that are transparent, respectful, and compliant with privacy laws. It goes beyond legal requirements to include moral responsibility — treating customer data as something entrusted, not simply acquired. Why it matters now: consumers are more aware than ever of how their data is used, and they’re making purchase decisions based on which brands they trust.

B2B vs. B2C Perspectives

In B2B, data ethics means honoring confidentiality in account-based marketing, avoiding over-targeting, and being clear about how contact data is sourced. In B2C, it means respecting opt-outs, using minimal necessary data, and communicating clearly about personalization practices. For both, trust is the currency — lose it, and the cost is more than just one lost sale.

COVID-19 and Ethical Data Use

Lockdowns have driven more interactions online, increasing both the volume and sensitivity of personal data collected. From health-related disclosures in event registrations to location data from delivery apps, the stakes for ethical handling are higher than ever. Consumers are rewarding brands that protect their privacy and punishing those that misuse or overreach.

Apple iOS 14.5 and the Privacy Shift

Apple’s iOS 14.5 update, rolled out in April 2021, requires apps to get explicit permission before tracking users across other companies’ apps and websites. This change has significantly reduced the availability of third-party data for ad targeting, forcing marketers to rely more heavily on first-party data and transparent consent practices. It’s a turning point that makes ethical data collection not just a moral imperative, but a functional necessity.

Factics

What the data says:

  • Edelman (2020) reports that 70% of consumers say trusting a brand is more important now than ever before.
  • Cisco (2019) found that 84% of consumers care about privacy and want more control over their data.
  • Salesforce (2020) shows that 61% of customers feel they’ve lost control over how their personal information is used.
  • Gartner (2019) predicts that brands providing transparency in data use will outperform competitors by 20% in customer loyalty metrics.
  • Pew Research Center (2019) reports that 79% of Americans are concerned about how companies use their data.

How we can apply it:

  • Adopt a ‘privacy by design’ approach in all marketing technologies and campaigns.
  • Use plain-language privacy policies and consent requests to increase understanding and trust.
  • Shift targeting strategies toward first-party data and contextual relevance instead of behavioral tracking.
  • Provide customers with easy ways to access, update, or delete their personal information.
  • Regularly audit data sources and vendors for compliance with both legal and ethical standards.

Platform Playbook

  • LinkedIn: Target based on job titles and industries rather than personal behavioral data.
  • Instagram: Use in-app engagement metrics for targeting instead of cross-platform tracking.
  • Facebook: Leverage custom audiences built from opt-in first-party data.
  • Twitter: Promote content to topic-based audiences instead of personal tracking.
  • Email: Segment lists based on volunteered preferences and engagement history.

Best Practice Spotlight

Mozilla has long championed user privacy, integrating tracking protection features into Firefox and openly communicating how data is handled. Its approach shows that prioritizing user control can be a competitive advantage, attracting privacy-conscious customers while reinforcing brand trust.

Strategic Insight

What’s your story? You’re the brand that personalizes responsibly, balancing relevance with respect.

What do you solve? The tension between customization and consumer privacy.

How do you do it? By embedding ethical principles into every data-driven decision.

Why do they care? Because trust and privacy are as valuable to customers as the product itself.

Data ethics reinforces the strategies from January’s adaptive personalization, February’s conversational marketing, March’s predictive content, April’s first-party data strategies, and May’s transparency principles — creating a marketing foundation built on trust.

Hypotheticals Imagined

A B2B healthcare software provider builds a marketing campaign around privacy-first data handling, using customer testimonials to reinforce trust. A B2C fitness app offers fully anonymized trend insights to users, turning aggregated community data into valuable tips without compromising individual privacy.

References

Edelman. (2020). Edelman Trust Barometer Special Report. https://www.edelman.com

Cisco. (2019). Consumer Privacy Survey. https://www.cisco.com

Salesforce. (2020). State of the Connected Customer. https://www.salesforce.com

Gartner. (2019). Future of Privacy in Marketing. https://www.gartner.com

Pew Research Center. (2019). Americans and Privacy. https://www.pewresearch.org

Filed Under: Basil's Blog #AIa, Branding & Marketing, Content Marketing, Data & CRM

First-Party Data Goldmine: Building Audiences Without Third-Party Cookies

April 26, 2021 by Basil Puglisi Leave a Comment

The countdown to a cookieless future has already started. With Google confirming the phase-out of third-party cookies, brands are racing to strengthen their first-party data strategies. In April 2021, with privacy expectations rising and lockdowns still shaping consumer behavior, the ability to collect, protect, and activate data directly from your audience has never been more valuable.

Defining First-Party Data Strategy

First-party data is the information you collect directly from your customers and prospects through your own channels — websites, apps, events, surveys, and direct interactions. Unlike third-party data, it comes with built-in trust and relevance because it’s collected with the user’s consent and tied to their actual engagement with your brand. Why it matters now: as cookies disappear and privacy regulations tighten, first-party data is the foundation for personalized marketing, accurate analytics, and long-term customer relationships.

B2B vs. B2C Perspectives

In B2B, first-party data powers account-based marketing, lead scoring, and personalized outreach. By tracking engagement across webinars, whitepapers, and email campaigns, B2B marketers can build detailed account profiles without relying on third-party trackers. In B2C, first-party data fuels loyalty programs, personalized offers, and cross-channel targeting. Retailers, for example, can use purchase history, mobile app activity, and customer service interactions to tailor messaging and drive repeat business.

COVID-19 and the First-Party Data Opportunity

Lockdowns have pushed more interactions online, creating an unprecedented surge in first-party data collection opportunities. With in-person events replaced by virtual experiences, and physical retail shifting to e-commerce, brands have more digital touchpoints than ever. This shift allows marketers to deepen relationships by offering value in exchange for data — from exclusive content and personalized recommendations to VIP digital experiences.

Factics

What the data says:

  • Salesforce (2020) reports that 61% of marketers say their data management strategies rely more on first-party data than ever before.
  • Epsilon (2018) found that 80% of consumers are more likely to purchase from a brand that offers personalized experiences.
  • Gartner (2019) predicts that brands that unify first-party data across channels will see a 25% increase in marketing ROI.
  • Forrester (2019) notes that first-party data enables more accurate attribution than third-party data sources.
  • McKinsey (2020) shows that personalization based on first-party data can reduce acquisition costs by up to 50%.

How we can apply it:

  • Develop value exchanges that encourage customers to share information voluntarily.
  • Implement progressive profiling to collect data over time without overwhelming users.
  • Unify data from all owned channels into a single customer view for activation across platforms.
  • Use consent management tools to maintain transparency and compliance with privacy regulations.
  • Integrate first-party data into predictive and real-time personalization strategies.

Platform Playbook

  • LinkedIn: Capture engagement data from sponsored content and events for account-based targeting.
  • Instagram: Leverage interactive Stories to collect preferences and feedback directly from followers.
  • Facebook: Use lead ads and groups to gather insights while fostering community.
  • Twitter: Run polls and track engagement to identify content interests.
  • Email: Implement behavior-based segmentation using first-party interaction data.

Best Practice Spotlight

Starbucks has built one of the most effective first-party data ecosystems in retail. Its loyalty program, mobile app, and personalized offers work together to collect valuable behavioral data. By integrating this data across marketing channels, Starbucks delivers highly relevant experiences that drive both engagement and revenue.

Strategic Insight

What’s your story? You’re the brand that thrives without relying on third-party data crutches.

What do you solve? The loss of tracking capabilities as cookies disappear.

How do you do it? By building trust-based, high-value exchanges that collect meaningful first-party data.

Why do they care? Because customers want relevant experiences without sacrificing privacy.

This strategy connects directly to January’s adaptive personalization, February’s conversational marketing, and March’s predictive content — all of which are more powerful when fueled by rich first-party data.

Fictional Ideas

A B2B software company offers exclusive benchmark reports to webinar attendees in exchange for industry and role details, enriching its account profiles. A B2C skincare brand creates a digital quiz that provides tailored routines while collecting data for future product recommendations.

References

Salesforce. (2020). State of Marketing. https://www.salesforce.com

Epsilon. (2018). The Power of Me. https://us.epsilon.com

Gartner. (2019). The Benefits of Unified Data Strategies. https://www.gartner.com

Forrester. (2019). The Data-Driven Marketer’s Guide. https://go.forrester.com

McKinsey & Company. (2020). The Value of Personalization. https://www.mckinsey.com

Filed Under: Basil's Blog #AIa, Content Marketing, Data & CRM, SEO Search Engine Optimization

Adaptive Customer Journeys: Personalization that Shifts in Real Time

January 25, 2021 by Basil Puglisi Leave a Comment

Customer expectations are no longer static — they evolve in the moment. Every click, swipe, or message can change what a customer wants next. The brands that succeed now are the ones capable of adapting journeys in real time, delivering personalization that keeps pace with behavior. It’s not about predicting the future once — it’s about responding to the present again and again.

Defining Adaptive Customer Journeys

An adaptive customer journey is a dynamic experience that evolves based on real-time signals. Instead of rigid campaigns, brands create flexible pathways that adjust to a customer’s actions, context, and preferences in the moment. Why it matters: in 2021, customer needs change faster than any static marketing plan can keep up with — and delivering relevance means being as agile as your audience.

B2B vs. B2C Perspectives

In B2B, adaptive journeys allow marketing and sales to adjust outreach instantly based on engagement levels. If a prospect watches a full webinar, they may skip to a deeper nurture stage, triggering immediate follow-up from sales. In B2C, adaptive journeys shift creative, offers, and channels based on behavior — from showing different products after a customer browses a category to changing delivery options if local restrictions impact shipping.

Factics

What the data says:

  • Salesforce (2020) reports that 76% of customers expect companies to understand their needs and expectations.
  • Epsilon (2018) found that 80% of consumers are more likely to make a purchase when brands offer personalized experiences.
  • Gartner (2019) predicts that by 2023, organizations using adaptive personalization will outsell competitors by 30%.
  • Forrester (2019) reports that real-time interaction management can increase customer satisfaction scores by 20%.
  • Accenture (2018) notes that 91% of consumers are more likely to shop with brands that provide relevant offers and recommendations.

How we can apply it:

  • Map customer journeys with branching paths that trigger based on engagement signals.
  • Use a unified customer profile to ensure all channels respond consistently to behavior changes.
  • Automate decisioning so that offers, creative, and channels adapt without manual intervention.
  • Incorporate real-time analytics into campaign dashboards so teams can pivot quickly.
  • Test adaptive elements regularly to ensure changes are improving outcomes.

Platform Playbook

  • LinkedIn: Trigger ABM ads based on real-time engagement with whitepapers or webinars.
  • Instagram: Serve product carousels that adapt to recent browsing or purchase activity.
  • Facebook: Retarget users with dynamic creative aligned to their most recent interaction.
  • Twitter: Deliver promoted tweets in sync with trending topics relevant to your brand.
  • Email: Automate sequences that adjust content and cadence based on click and open behavior.

Best Practice Spotlight

Amazon’s recommendation engine is a classic example of adaptive journeys at scale. From homepage to checkout, content shifts in real time based on browsing history, search queries, and purchase patterns. This constant adaptation drives relevance, keeps customers engaged, and increases conversion rates — proving the value of real-time personalization.

Strategic Insight

What’s your story? You’re the brand that moves with your customer, not behind them.

What do you solve? The frustration of irrelevant, static experiences.

How do you do it? By designing journeys that adapt instantly to behavior and context.

Why do they care? Because customers want experiences that feel made for them — right now.

Fictional Ideas

A B2B SaaS platform detects when a trial user logs in multiple times in one day, triggering an immediate email with advanced feature tips and a limited-time discount. A B2C apparel brand notices a spike in searches for winter coats in a specific region and instantly shifts homepage banners and local ads to feature seasonal promotions.

References

Salesforce. (2020). State of the Connected Customer. https://www.salesforce.com

Epsilon. (2018). The Power of Me: The Impact of Personalization on Marketing Performance. https://us.epsilon.com

Gartner. (2019). Market Guide for Personalization Engines. https://www.gartner.com

Forrester. (2019). The Real-Time Interaction Management Wave. https://go.forrester.com

Accenture. (2018). Personalization Pulse Check. https://www.accenture.com

Filed Under: Basil's Blog #AIa, Branding & Marketing, Data & CRM

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