Leveraging First-Party Data for Hyper-Targeted Campaigns

How to Combine Your CRM or Other First-Party Data with Ubico Insights for Personalized Outreach That Converts

First-party data is your secret weapon for creating outreach campaigns that don’t just capture attention, they start meaningful conversations and drive revenue.

At Ubico, we help companies turn this valuable data into a growth engine. Whether you're sitting on a goldmine of CRM insights or historical engagement data from your website or product, combining that with Ubico’s enriched data can take your targeting to the next level.

Why First-Party Data Matters More Than Ever

With increasing restrictions on third-party cookies and email deliverability becoming more nuanced, your own data—emails, customer records, website visits, demo requests, or sales interactions—has never been more powerful.

First-party data tells you:

• Who your prospects are
• What they’ve shown interest in
• How they’ve interacted with your brand

But without the right tools, activating this data for campaigns can be a challenge.

That’s where Ubico comes in.
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Combining First-Party Data with Ubico for Maximum Impact

Here's how Ubico helps you turn your CRM data into a hyper-targeted, revenue-generating machine:

1. Enrich Your CRM Data

Your CRM might include company names and emails—but what if you could add:

• Job titles, department, and seniority
• Company size, industry, and revenue
• Tech stack, hiring signals, and recent funding

Ubico fills in the gaps so you can segment smarter and personalize deeper.

2. Create Segments That Actually Convert

Let’s say you want to run a campaign targeting:

• Mid-market SaaS companies using Salesforce
• With marketing leaders who’ve engaged with your content in the past 90 days

Using your CRM activity data + Ubico filters, you can build these audiences in minutes—and avoid generic messaging.

3. Craft Hyper-Personalized Messages at Scale

Because you know who they are and what they care about, your messaging becomes far more relevant.

Instead of:

“We help companies like yours streamline operations.”

Try:

“Hi Alex—noticed your team is scaling fulfillment ops across 3 locations. We recently helped a similar 3PL double throughput with automation. Worth a chat?”

Ubico helps you build scalable personalization right into your campaigns.

And because everything is trackable, you can keep refining your campaigns based on what actually drives pipeline.

How to Get Started

Whether you’re using HubSpot, Salesforce, Pipedrive, or a custom CRM, Ubico makes integration seamless. You can:

• Sync your first-party data securely
• Enrich and segment it with Ubico
• Launch multi-channel campaigns powered by real insights

If you’re ready to stop batch-blasting and start engaging with precision, first-party data is your launchpad—and Ubico is your rocket.

Want to see it in action?
Book a quick walkthrough and we’ll show you how to turn your existing data into high-converting campaigns in just a few clicks.

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