CRM qualification and strategy

Disappearance of third-party cookies and zero-party data make embasement and prospect / customer relationship management the focus of marketing strategies. We support you in the definition of your PRM/CRM strategy and the framing of projects. We focus our approach on the definition of use cases, the measurement of their relevance and contributions, the analysis and definition of technical architectures and the construction of deployment roadmaps.

Contact us
Nous vous accompagnons dans la définition de votre stratégie PRM/CRM et le cadrage des projets
  • Customer segmentation and knowledge
  • Data Catching strategy
  • Omnichannel or omnilever strategy
  • MarTech project framing

Customer segmentation and knowledge

Customer knowledge and segmentation improve the quality and relevance of activations, whether for acquisition, cross-sell, up-sell, retention, or re-purchase strategies.

Our teams composed of Data Analysts and Data Scientists help to build advanced segmentations in your tools, according to deterministic methods (RFM-type lifetime value models) or based on algorithms (clustering, churn risk, etc.), for segmented approach determination and activation via marketing platforms. 

Data Catching strategy

The collection of proprietary data freely provided by leads and customers, also known as zero-party data, has become key in the current context. 

We help you design and deploy advanced collection strategies:

  • Development of proprietary data collection strategies
  • Enrichment via open data and data brokers 
  • Content versus data: improvement of the experience (content, price, exclusivity, etc.), content strategy justifying the exchange of data 
  • Preference management: creation of preference centres adapted to your business, your targets and your constraints

Omnichannel or omnilever strategy

CRM is more than just the email channel. With the multiplication of channels — from chatbot to customer service through conversational levers and email & SMS communication — being able to activate the most relevant one for the right person is the key to deliver the most seamless experience. These changes strongly impact the MarTech architecture but also corporate organization, as silos need to be brought down.

We support you in defining your omnichannel - or rather omnilever - strategy: from the formalization of objectives and measurement tools to the support of the transformation of your organization, through the definition of your MarTech architecture.

MarTech project framing

Want to plan the evolution of your MarTech stack? We help you understand and anticipate market, technological, regulatory or usage changes and define the best roadmap to make your ecosystem evolve:

  • Inventory of use cases and their application to your context, as well as their benefits and implementation complexity
  • Taking into account your organisational constraints
  • Analysis of existing technical architectures
  • Co-construction of a target vision at 2/4 years and a roadmap to achieve it, covering organizational aspects, platforms and training.

Our resources: CRM Strategy

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.
Visit our blog

Discover our other CRM offers

Learn more