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Conversion AVEVA
Built for the AVEVA marketing team

Give AVEVA's email calendar an agent, not a spreadsheet

Global sends, regional audiences, and frequency rules get checked by hand before anything is scheduled. Conversion is the agentic marketing automation platform that builds the audience, drafts the campaign, and QAs the send, with your team approving every step.

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

Global send volume, reviewed one request at a time

Every scheduled email has to clear regional rules, audience overlap, and frequency limits before it can go. In Marketo that review is human work, and it scales with the queue.

The send calendar is a manual review

Requests stack up daily, each one checked against region, industry, and frequency rules by the same small team. The rules are clear. Applying them is the part that never gets automated.

No single view of the product

Product data sits across Snowflake, Databricks, and Salesforce with no shared model. Marketo has no native warehouse integration, so activating any of it means middleware, engineering effort, and another contract to manage.

AI that guesses instead of grounding

Generic copilots answer from whatever context they can reach, which makes their output hard to trust and harder to repeat. Marketo's own AI stops at a predicted score, so campaign build, QA, and routing stay manual either way.

Conversion Agents

Guardrailed agents, not a general-purpose copilot

Agents work inside your templates, your permissions, and your approval steps, grounded in your Salesforce, campaign, and warehouse data. Every run is permission-scoped, approval-first, and fully auditable.

Intake that arrives with the work done

Requests land in one queue and get triaged, with the audience built and the campaign drafted before they reach your team. Reviewing a draft takes minutes. Building one takes a day.

Pre-send QA on every campaign

Campaign QA checks the audience, the fields, and the links before anything goes out, and list hygiene and sync monitoring run on a schedule. The checks happen every time, not only when someone remembers.

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

One product view across Snowflake and Databricks

Connect both warehouses and Salesforce natively, custom objects included. Tables and views become objects you can segment on, personalize with, and trigger workflows from, so the question of what a customer actually runs has one answer.

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

Parity first, agents second

Campaign member sync to Salesforce, smart-campaign-style workflows, templates, scoring, forms, and role-based access all carry over, and reporting and attribution come with the platform as Mosaic rather than as a separate layer bolted on beside it. Nothing you run in Marketo today gets left behind, and the agents sit on top of it.

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 move you can plan around your own timeline

Marketo stays live while Conversion runs in parallel. Our team handles the move, yours keeps shipping, and the average migration is about four weeks.

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 AVEVA'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

Conversion is purpose-built for enterprise B2B marketing. The workflow engine supports the same trigger-based automation patterns as Smart Campaigns, plus triggers from warehouse data changes, product events, and custom object updates. Salesforce sync is bidirectional with granular per-field rules, native Account writes, and faster Campaign membership updates. Role-based access control and full audit logging are built in.

Conversion ships reporting and attribution as a product, Mosaic, on the same data as the MAP. Every touch runs through Conversion and syncs to Salesforce, so multi-touch models run from first touch through closed won and tie directly to pipeline and revenue, with performance broken out by persona, segment, and lifecycle stage. Your team can also ask in plain language how a region or segment performed last quarter. It comes with the platform, so there is nothing separate to wire up or reconcile. It is not a field-for-field clone of Marketo Measure, so we map the models and touchpoint definitions you report on today before anything moves.

Yes. Conversion connects natively to Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL. 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.

Agents operate on your actual Salesforce, campaign, and warehouse data inside the platform, not on a general knowledge base. They handle the recurring operational work: ticket intake and triage, pre-send campaign QA, list hygiene, audience building from plain-English requests, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable, so your team reviews anything before it ships.

About 1-2 hours a week for roughly three weeks. 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, and nothing is cut over until it has been verified against the original.

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 AVEVA's data?

Book a working session and we'll show Conversion running against a stack like yours: the warehouse sync, agents drafting and QAing a send before it schedules, and the migration plan from Marketo.