AI TOOL PROFILE
Conversion: B2B Marketing Automation Platform
- Marketing
- Marketing Automation
- B2B Marketing Operations managers
- Revenue Operations teams
- Mid-market companies using Salesforce
- Enterprise B2B software companies
Pricing
Pricing is based on the number of marketable contacts at a standard rate. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- B2B Marketing Operations managers, Revenue Operations teams, Mid-market companies using Salesforce, Enterprise B2B software companies
- Key use cases
- Closed-Loss Nurture, Persona-Based Campaigns, Upsell and Cross-Sell Motions, Lifecycle Email Orchestration
- Integrations
- Salesforce, Snowflake
- Official website
- Visit Conversion official website
How AI is used
Conversion is a marketing automation platform designed for B2B companies. It connects CRM data with data warehouse information to create a view of customer behavior, which allows teams to build campaigns based on real time events rather than static lists.
The tool is intended for marketing and revenue operations teams, particularly those at mid-market and enterprise levels who use Salesforce. It supports the management of data models, including custom objects and relationships, to help personalize messaging.
Key capabilities include two-way synchronization with Salesforce and a WYSIWYG email editor. It is designed to support various lifecycle motions, such as lead qualification and expansion campaigns.
Buyers should confirm if their current data stack includes a data warehouse, such as Snowflake, if they intend to use product-led automation features, as these rely on the platform's flexible data model.
Key Features
Two-Way Salesforce Sync
Supports bi-directional syncing of contacts, companies, opportunities, and custom object fields, including Salesforce campaign synchronization.
AI-Powered SQL Editing
Includes a tool that allows users to use natural language queries to manipulate data warehouse information and build custom fields or objects.
Flexible Data Model
Supports custom objects, events, and relationships synced from CRMs and data warehouses to help create targeted audiences.
Drag-and-Drop Email Design
A WYSIWYG editor for creating emails with reusable content blocks and live CRM fields.
Automated Workflows
Supports branching logic triggered by CRM changes, product events, or enrichment data.
Sync Audit Logs
Provides a history of inbound and outbound sync events to help monitor data health and identify failures.
Use Cases
Closed-Loss Nurture
Automating re-engagement for lost opportunities by using CRM data and call transcripts to personalize email copy.
Persona-Based Campaigns
Using enrichment data to label contacts by persona and deliver tailored content.
Upsell and Cross-Sell Motions
Triggering expansion campaigns based on product usage signals, such as seat limits or feature adoption.
Lifecycle Email Orchestration
Managing the customer journey through automated onboarding, newsletters, and transactional alerts.
Integrations
- Salesforce
- Snowflake
FAQ
How does Conversion handle Salesforce data?
- Conversion identifies records by Salesforce Record ID rather than just email, which helps maintain a 1:1 relationship and supports bi-directional sync for campaign members and statuses.
Do I need to know SQL to use the data warehouse features?
- While the platform supports SQL, it includes an AI SQL editor that allows users to write natural language queries to manipulate data and build custom fields.
Who is Conversion designed for?
- Conversion is designed for high-growth B2B companies and enterprises with complex CRM and warehouse data needs.
Source category: Marketing
Source subcategory: Marketing Automation
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