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.

Converteo Launches an International AI and Agentic Systems Offering Dedicated to the Pharma & Life Sciences Industry

Rolled out across all markets where Converteo operates (France, Italy, Spain, the United States, and Canada), this new offering enables healthcare pl...

AI in tourism: humans remain irreplaceable | Converteo

How to integrate AI into tourism without losing the customer relationship?

10 Voice AI Use Cases Transforming Customer Experience

Samuel Nespolo-Besson, Senior Manager at Converteo, co-leads the customer service transformation practice through agentic AI. He guides enterprises i...
charles cortes

Product page optimization: how to succeed in GEO in 2026

How to adapt your PDPs to LLMs? Product page optimization for GEO and answer engines maximizes your conversions in 2026.

AI and CDPs: Transforming Your Marketing Automation and Data

How are AI and autonomous agents revolutionizing CDPs? Boost your marketing agility and data-driven performance with a smart activation strategy.

Data Foundations: How to Structure Your Data for LLMs

How do you structure data and APIs for LLMs?

AI vocal agent: how to guarantee its reliability through QA

How to guarantee the reliability of an AI vocal agent in production? Apply demanding QA: real-world testing, security, and monitoring.
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