Give Anaplan's marketers segmentation without a ticket
Some of the data sits in Salesforce, some stays in the MAP, and some only exists in your signal tools. Conversion is the agentic marketing automation platform that brings them into one model, then lets your team segment on any field without waiting in a queue.
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
What a mature Marketo instance still cannot do
Your programs are dialed in and your process is tight. The limits now come from the data model underneath them and the queue you wait in when something breaks.
Segments your team cannot build alone
The fields you need to segment on are not the fields the model exposes. Custom objects are read-only in smart lists and filters barely nest, so an audience a marketer can describe in one sentence turns into a request for somebody else.
Debugging by ticket, answered in days
When records do not land where they should, someone rebuilds the story by clicking through activity history. The vendor answer arrives on a ticket queue measured in days, with no channel to a person who knows your instance.
A point tool for every gap
Email building, event pages, routing, and dedupe went to separate contracts because the editors in Marketo are dated. Every tool added is another license to ration and another place your data lives.
The intake queue takes the first pass itself
Agents triage requests, build the audience or the list change, and watch the syncs so a failure surfaces before a marketer notices. Approval-first and permission-scoped, so your team signs off on everything and every run leaves an auditable artifact.
Requests answered before they queue
A request lands, an agent reads it, drafts the audience or the campaign, and routes it back for review. Your team approves instead of starting from a blank screen, and the SLA stops being measured in days.
Syncs that explain themselves
Agents monitor the Salesforce sync and surface what failed, on which record, with full audit logging behind it. Ask what happened to a person and get an answer instead of a click path through history.
MOps Intake
Campaign QA
Weekly Performance Digest
Deliverability Watch
Audience Builder
Lead Routing
List Hygiene
Pipeline Reporter
Sync Watchdog
Account Brief Writer
MOps Intake
Campaign QA
Weekly Performance Digest
Deliverability Watch
Audience Builder
Lead Routing
List Hygiene
Pipeline Reporter
Sync Watchdog
Account Brief Writer
Lifecycle Stage Mover
MQL to SDR Handoff
Subject Line Optimizer
Send Time Optimizer
Webinar Follow-Up
Intent Signal Watcher
Churn Risk Notifier
Re-engagement Wrangler
Localization Agent
Nurture Gap Finder
Lifecycle Stage Mover
MQL to SDR Handoff
Subject Line Optimizer
Send Time Optimizer
Webinar Follow-Up
Intent Signal Watcher
Churn Risk Notifier
Re-engagement Wrangler
Localization Agent
Nurture Gap Finder
MOps Intake
Campaign QA
Weekly Performance Digest
Deliverability Watch
MOps Intake
Campaign QA
Weekly Performance Digest
Deliverability Watch
Audience Builder
Lead Routing
List Hygiene
Pipeline Reporter
Audience Builder
Lead Routing
List Hygiene
Pipeline Reporter
Sync Watchdog
Account Brief Writer
Lifecycle Stage Mover
MQL to SDR Handoff
Sync Watchdog
Account Brief Writer
Lifecycle Stage Mover
MQL to SDR Handoff
Subject Line Optimizer
Send Time Optimizer
Webinar Follow-Up
Intent Signal Watcher
Subject Line Optimizer
Send Time Optimizer
Webinar Follow-Up
Intent Signal Watcher
Churn Risk Notifier
Re-engagement Wrangler
Localization Agent
Nurture Gap Finder
Churn Risk Notifier
Re-engagement Wrangler
Localization Agent
Nurture Gap Finder
Approval-first · Permission-scoped · Auditable · SOC 2 Type II
Every field queryable, not just the ones you mapped
Salesforce standard and custom objects are first class, account and signal data sits beside them, and native connections to Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL are ready when you want warehouse data in the same place. Segment across all of it without flattening anything into a lead field first.
Salesforce
System of record
Conversion
Execution layer
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
Nothing your campaign ops team runs today gets left behind
Programs, member statuses, Salesforce campaign sync, scoring, nurtures, event promotion, and the folder structure that keeps a large instance sane. The team closest to the daily work keeps its process. What changes is how long each piece takes.
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.
Built for a team that does not rush change
Marketo stays live while Conversion runs in parallel. Our team does the moving and checks every component against the original, so parity is something you verify rather than something you take on faith.
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.
ClickHouse
- Valuation
- $15B
- Employees
- 500+
- Replaced
- Marketo
Plaid
- Valuation
- $8B
- Employees
- 1,500+
- Replaced
- Marketo
Webflow
- Valuation
- $4B
- Employees
- 1,500+
- Replaced
- Iterable
Veriforce
- Valuation
- $1.2B+
- Employees
- 1,800+
- Replaced
- Pardot & Marketing Cloud
Productboard
- Valuation
- $1.7B
- Employees
- 500+
- Replaced
- Marketo
ACV Auctions
- Ticker
- NYSE: ACVA
- Employees
- 3,200+
- ARR
- $1B
AMCS
- Valuation
- €2B
- Employees
- 1,300+
- Replaced
- Pardot
See it running on Anaplan'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.
Thanks for filling out the form, we'll be in touch soon!
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 nothing is cut over until it has been verified against the original.
Yes. Salesforce custom objects are first-class in Conversion, with workflow triggers, Liquid access, and nested conditional logic, and Conversion connects natively to Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL. Tables and views become usable objects available in segments, personalization, and workflow triggers. Marketing ops configures it in the UI, no engineering tickets required.
They handle the recurring operational work: ticket intake and triage, audience building from plain-English requests, pre-send campaign QA, list hygiene, 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 Anaplan's data?
Book a working session and we'll show Conversion segmenting on fields your MAP will not expose, agents taking the first pass at the intake queue, and the migration plan from Marketo.