Choice & roll out of CRM/PRM & CDP platforms

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. 

Contact us
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 & PRM call for tenders
  • Deployment of the CRM & PRM 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 & PRM 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 & PRM 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

They trust us

Our resources: CRM, PRM & 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.

How video redefines the online shopping experience and boosts the performance of e-commerce sites?

The use of videos in e-commerce has become essential. Consumers favor this format, considering it a preferred way to explore products and services.

To activate a RCU, it must first be understood as a Data Product

Why the RCU must be considered a product in its own right to fulfill its promises.

Creative analysis: underutilized data that is full of potential

Sylvain Deffay reveals concrete examples and addresses key themes such as personalization, diversity, and performance optimization.

10 % of third-party cookies, is it still useful?”: what Google’s announcement on third-party cookies changes, and what it doesn’t

Third-party cookies are structurally losing ground, regardless of Google's reversals

Implementation of Pricing Tools: How to Address the Time-to-Value Challenge

Discover how Converteo helps companies reduce the Time-to-Value of pricing tools and maximize their ROI during a period of inflation.

Evolving Together: Reinventing Togetherness at Converteo

At Converteo, rapid growth, internationalization, and the ability to adapt are central to our dynamic and present challenges.

Reinventing the Customer Experience with Artificial Intelligence

Artificial intelligence will reinvent the customer experience: projection and analysis.
Visit our blog

Discover our other CRM & PRM offers

Learn more