Clean Job Titles in your CRM with AI

Introduction

Job titles are continuously being populated in your CRM whether it’s from AEs manually filling data out, first-party form-fill data, or LinkedIn enrichments coming in from ZoomInfo, Clay, Apollo, or Conversion.

For the same role type, you may have over 50+ variants of how the job title is portrayed in your CRM.

Ex:

• VP of MarOps
• Director, Marketing Operations
• Head of Marketing Operations
• Marketing Operations Manager
• Senior Marketing Operations Manager

You can’t segment by job title because all of them look different within your CRM.  This leads to a fundamental issue for marketing teams where personalization by job title is virtually impossible. 

How to segment personas in Conversion

Here’s how Conversion helps. 

Using a magic enrich node, you can use AI to segment contacts into distinct persona buckets enabling you to personalize journeys, emails, and ads to a unique persona. 

Simply create a “Persona” variable  and prompt a magic enrich node along the following lines:

Based on the job title of this contact [insert job title variable], identify which of the following persona buckets they fall into:
- MarOps
- RevOps
- Marketing
- Sales

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You can change the buckets however you’d like depending on your company’s ICP.

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Now that you have distinct persona variables in your Conversion platform, you can dynamically change the text in emails based using magic blocks, create variable branches based on these personas, put contacts into custom ads audiences, and so much more.

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