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Conversion AlphaSense
Built for the AlphaSense marketing team

Run AlphaSense's renewal motions without a manual handoff

Renewal outreach that starts before the date, account qualification that does not wait on a sales flag, and the same relevance for a self-serve account as for a global enterprise. Conversion is the agentic marketing automation platform that runs all three off one model of your customer.

75%

reduction in MOps time spent on recurring work

10x

faster campaign-to-launch cycle time

4 weeks

average migration, running in parallel with Marketo

SOC 2

Type II certified, with approval-first AI agents

The challenge

The scaffolding that got you here

The systems that worked at the last stage of growth are the ones setting the ceiling now. Marketo's lead-centric model is a hard place to build account-level renewal and qualification motions.

Renewal motions still run manually

Engaging the renewal cycle early means knowing which accounts are approaching it and acting on that automatically. Marketo has no native connection to the account and usage data that would trigger it, so the play stays a manual list pull.

Qualification waits on a handoff

Identifying and qualifying the accounts worth a motion is manual today, with marketing waiting on sales to flag them. The criteria could run themselves if the data model could hold them.

No proof of what campaigns produced

Deciding which programs to repeat, and which to stop, takes multi-touch attribution tied to pipeline and broken out by channel and segment. Reporting that stops at engagement leaves the largest budget calls running on instinct, and the sense that one channel is outperforming another stays a hunch.

Conversion Agents

Relevance at every tier, without adding headcount

Agents build the audiences, draft the campaigns, QA the sends, and keep the lists clean, so a low-touch account gets a motion built for it instead of a generic batch. Permission-scoped and approval-first, with your team signing off before anything goes out.

Renewal plays that start on their own

When an account moves into its renewal window or engagement drops off, an agent picks up the signal, drafts the outreach, and routes it for review. The cycle gets engaged early without anyone remembering to pull a list.

Qualification criteria that run themselves

Account fit and qualification logic lives in the platform and runs continuously against your CRM and warehouse data. Marketing stops waiting on a manual flag to know which accounts to work.

When a ticket lands

MOps Intake

Before each send

Campaign QA

Every Friday at 4pm

Weekly Performance Digest

Every 30 minutes

Deliverability Watch

When you ask

Audience Builder

When a new lead arrives

Lead Routing

Daily at 2am

List Hygiene

Every Monday at 9am

Pipeline Reporter

Continuously

Sync Watchdog

When you ask

Account Brief Writer

When a ticket lands

MOps Intake

Before each send

Campaign QA

Every Friday at 4pm

Weekly Performance Digest

Every 30 minutes

Deliverability Watch

When you ask

Audience Builder

When a new lead arrives

Lead Routing

Daily at 2am

List Hygiene

Every Monday at 9am

Pipeline Reporter

Continuously

Sync Watchdog

When you ask

Account Brief Writer

Continuously

Lifecycle Stage Mover

When a lead qualifies

MQL to SDR Handoff

When you draft an email

Subject Line Optimizer

Before each send

Send Time Optimizer

After each webinar

Webinar Follow-Up

Every hour

Intent Signal Watcher

Daily

Churn Risk Notifier

Monthly

Re-engagement Wrangler

When you ask

Localization Agent

Weekly

Nurture Gap Finder

Continuously

Lifecycle Stage Mover

When a lead qualifies

MQL to SDR Handoff

When you draft an email

Subject Line Optimizer

Before each send

Send Time Optimizer

After each webinar

Webinar Follow-Up

Every hour

Intent Signal Watcher

Daily

Churn Risk Notifier

Monthly

Re-engagement Wrangler

When you ask

Localization Agent

Weekly

Nurture Gap Finder

Approval-first · Permission-scoped · Auditable · SOC 2 Type II

The data layer

Accounts, renewal dates, and usage in one context layer

Connect Salesforce natively, custom objects included, alongside native connections to Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL. Renewal timing, entitlement, and product usage become segmentable objects, so the qualification criteria run against live data.

Salesforce

System of record

Lead.Status updated 2s ago
Account.Industry synced 5s ago
Opportunity.Amount changed 8s ago
Campaign.Members added 12s ago
Contact.Email verified 15s ago
Opportunity.Stage progressed 18s ago
Lead.Status updated 2s ago
Account.Industry synced 5s ago
Opportunity.Amount changed 8s ago
Campaign.Members added 12s ago
Contact.Email verified 15s ago
Opportunity.Stage progressed 18s ago
Conversion

Conversion

Execution layer

0 records synced today avg latency <2s

Bidirectional

Configurable conflict resolution

Campaign sync

Members, statuses, and lead assignment

Custom objects

Standard and custom Salesforce objects

Audit trail

Detailed change history on every sync

Connects natively to your stack

Salesforce Snowflake BigQuery Databricks Redshift PostgreSQL
MAP parity

One platform from first touch through renewal

Demand programs, nurtures, forms, landing pages, scoring, and multi-touch attribution from first touch through closed won, plus the post-sale motions your team has been asking for. Nothing you run today gets left behind, and the lifecycle stops splitting across tools.

Dynamic Email Studio

Drag-and-drop builder with live CRM and warehouse fields. Hyper-personalize every message with dynamic content blocks.

Query Engine & Segmentation

Trigger workflows from CRM changes, product events, and enrichment data. Build audiences with a powerful query builder.

Campaigns & Folders

Organize and manage campaigns at scale with folders, tagging, and team collaboration.

Real-Time Workflows

Visual workflow builder with branching, delays, and AI-powered actions that trigger in real time.

Forms & Pages

Build branded forms and landing pages that feed directly into your workflows. No need for separate tools.

CRM Sync & Auditing

Enterprise Salesforce sync with bidirectional updates, conflict resolution, and full audit logs.

Reporting

Campaign performance tied to pipeline and revenue by persona, segment, and lifecycle stage.

Liquid Templating

Advanced personalization with Liquid syntax for conditional content, loops, and dynamic blocks.

A/B Testing

Test subject lines, content, send times, and workflows to optimize every touchpoint.

RBAC Controls

Fine-grained role-based access control for teams. Enterprise-grade permissions.

The migration

A stack reset that does not stall the reset

You are already auditing the stack, and a migration cannot become the thing that blocks it. Marketo stays live while Conversion runs in parallel, our team handles the move, and your team's time commitment stays small enough that other priorities keep moving.

Forward-deployed engineers run it

FDEs migrate your workflows, lists, templates, and scoring models, then QA every component before anything goes live.

About 1-2 hours a week from your team

For roughly three weeks. That's the full time commitment while the migration runs in the background.

Parallel run, zero downtime

Nothing is cut over until every workflow has been verified against the Marketo original. No dark period, no lost sends.

A team that stays embedded

Deployment strategists work inside your marketing org through launch and beyond, with structured workshops in the first weeks and as many as your team wants after.

Used by MOps teams replacing Marketo, Pardot, and HubSpot.

See it running on AlphaSense's data

Book a working session with our team. We'll tailor the demo to your stack and show you exactly how the migration would run.

FAQ

Frequently asked questions

Every migration is led by a dedicated deployment strategist, with forward-deployed engineers moving your programs, smart lists, email templates, and scoring models. The average timeline is about four weeks, running in parallel with Marketo the whole way, and the commitment from your team is roughly one to two hours a week for about three weeks.

It can trigger directly. Conversion connects natively to Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL, and tables and views become usable objects in the platform: available in segments, personalization, and workflow triggers, alongside your Salesforce custom objects. Marketing ops configures it in the UI, no engineering tickets required.

Reporting and attribution are included in the platform as a product called Mosaic, running on the same data as everything else. Multi-touch models run from first touch through closed won, and because every touch runs through Conversion and syncs to Salesforce, campaign performance is tied directly to pipeline and revenue. Results break down by persona, segment, and lifecycle stage, so channels can be compared against each other, and your team can ask in plain language what a segment produced last quarter and what happened to it.

The recurring operational work: audience building from plain-English requests, pre-send campaign QA, list hygiene, ticket intake and triage, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable, so your team reviews anything before it ships.

No. The platform is built for marketing operations teams at enterprise companies, but common tasks like building emails, creating segments, and launching workflows are straightforward. Teams evaluating both consistently tell us Conversion is more capable without being harder to use.

Ready to see it on AlphaSense's data?

Book a working session and we'll show Conversion triggering renewal motions from live account data, agents building the campaigns behind them, multi-touch attribution tying them back to pipeline, and the migration plan from Marketo.