CDP and Marketing Technologies

We make available all our types of experts (business, technical, strategic and operational) to help you make the best choice in customer data, marketing automation and campaign management or sales force automation platforms. 

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Nous mobilisons tous nos types d'experts afin de vous aider à faire le meilleur choix d'outils et de plateformes
  • Drafting of the specifications of your CRM & PRM project
  • Facilitation and follow-up of the CRM & CDP call for tenders
  • Deployment of the CRM & CDP platform

Drafting of the specifications of your CRM & PRM project

To help you choose the most suitable platform for your organization, we support you in the definition of specifications built from:

  • Use cases of internal teams impacted by the platform (CRM, Acquisition, Analytics, Ecommerce, etc.), taking advantage, in particular, of our use case databases
  • Our knowledge of key solutions and features to be found
  • Our mastery of tender processes (timing, feedback, key contacts, publisher relations, etc.)

We draft the various documents, prepare the evaluation grids and define the entire tender process.

Facilitation and follow-up of the CRM & CDP call for tenders

A tender process can put an extra burden on your teams who may lack bandwidth. Our teams can strengthen your tender processes, on the evaluations of bids, on supporting presentations, or on the management of relationships with publishers and integrators through to negotiation.

Deployment of the CRM & CDP platform

We can support you in all or part of your processes for deploying Marketing Automation, Customer Data Platform, Sales Force Tool, etc.:

  • Setup and configuration 
  • Definition and creation of models and data flows Integration with the IS department, installation and development of connectors, 
  • Organisation and process, training and handover 
  • Best practices, change management, reducing the learning curve 
  • Support for the deployment of the first use cases

Our resources: CRM & CDP

Implementing a Referral Program: Lessons Learned from Samsung

Marie Galiana, Head of CRM & Loyalty at Samsung, and Maëva Le Menn, Consultant at Converteo, tell us about the implementation of a referral program.

GEO : luxury in the Age of AI search

How does Generative AI transform luxury brand visibility? Master your data and narrative across LLMs for an augmented customer service.
GEA : comment l'IA conversationnelle va transformer la publicité en ligne

E-commerce: the end of the click dictatorship, the dawn of the intention economy

E-commerce is no longer a dictatorship of the click. AI is imposing an intention economy and a new strategy: GEO.

Offline ROI: how to measure your sales with Server-Side?

Measure your offline ROI by linking your in-store sales to digital campaigns via Server-Side tracking.
Quentin Barrat

Is your brand invisible to LLMs? The guide to moving from SEO to GEO

Is your brand visible to LLMs? Explore our complete guide to moving from SEO to GEO and strengthening your visibility on AIs.
Gwenaël Loussouarn, Principal au sein de la practice Pricing & Sales Excellence de Converteo

“End-to-End” Pricing: steer value sharing between players

Optimisez le partage de valeur fabricant-distributeur, pilotez la marge, exploitez la donnée et renforcez la performance commerciale durable.
Julien Ribourt

Post-SaaS: how AI agents are transforming software

Welcome to the post-SaaS era. AI agents are breaking down applications and making your structured data the new strategic asset for your company.

5 agentic AI and security risks: how to control them?

Agentic AI raises unprecedented security risks. How to control them with guardrails and good governance.
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