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Conversion Bloomberg Industry Group

Conversion is Bloomberg's enterprise replacement for SFMC. Built for speed, AI, and data.

SFMC was built for B2C batch sends. Conversion is built for B2B revenue teams: real-time lead routing to sellers in under two minutes, native account matching without a single line of SQL, and AI workflows that clear enterprise compliance reviews.

< 2 min

Lead-to-seller time

Native ABM

No T-SQL required

3.9M+

Contact scale, ready

SOC 2 Type II

Enterprise-grade security

SFMC's batch architecture costs you pipeline

Every hour a hot lead sits unrouted is an hour a competitor's seller could be on the phone. Bloomberg Industry Group's sellers should not have to wait.

The SFMC problem

Batch windows delay routing by up to an hour

SFMC processes lead queues on a batch schedule. A webinar attendee or LinkedIn form fill can sit unrouted for 15 to 60 minutes while the window runs, and that is before account matching adds more delay.

The compounding factor

T-SQL account matching breaks under volume

Custom SQL jobs that match leads to accounts are fragile, require a developer to maintain, and run on the same batch schedule. Mismatches go unnoticed for days.

Conversion

Real-time routing, zero SQL, under two minutes

Every lead source, On24, LinkedIn, web forms, Google Ads, feeds a single real-time pipeline. Conversion matches the lead to the right account, scores it, and notifies the right seller in Slack and Salesforce before the prospect has closed their browser tab.

Speed to seller

62 minutes vs. 107 seconds

The same lead. Two platforms. One outcome is a deal started, the other is a deal missed.

Enterprise compliance

AI with guardrails, not a black box

Bloomberg's audience includes lawyers, regulators, and government officials. Every AI-generated asset, email copy, segment definition, routing decision, goes through a configurable approval workflow before it can act. Nothing sends without a human in the loop.

  • Full audit log: who approved what, and when
  • Restrict AI by object type, channel, or audience
  • SOC 2 Type II certified, already on Bloomberg's procurement list
  • GDPR-aligned data handling with field-level controls
Enterprise governance
Human in loop

Role-based access

Role View Edit Approve
Admin
Manager
Analyst
Viewer
SOC 2 Type II
GDPR aligned
SSO & SAML
Full audit log
Platform comparison

Built for B2B, not retrofitted for it

SFMC was designed for B2C retailers. Bloomberg Industry Group sells subscriptions and data intelligence to enterprise buyers. The platform architecture should match the sales motion.

Feature Salesforce Marketing Cloud Conversion
Lead-to-seller time Up to 60 min (batch windows) Under 2 minutes, real-time
Account-based matching Custom T-SQL, batch, error-prone Point-and-click, runs in real time
On24 + LinkedIn integration Manual export or Zapier Native, event-driven triggers
Warehouse connectivity Limited, requires IT involvement Direct read/write, marketer-owned
AI content guardrails None, free-form generation Approval workflows + full audit log
B2B data model B2C architecture, bolted-on ABM Account-first by default
In good company

Trusted with mission-critical data

Conversion runs the go-to-market stack for enterprise and public companies with security requirements as strict as Bloomberg's. Once an NDA is in place, we will connect you with customers to hear it first-hand.

Plaid

$8B+ fintech, running its go-to-market on Conversion under a high security bar.

Veriforce

Replaced a fragmented Marketo and Segment stack with one platform.

Migration path

From pilot to SFMC replacement in one quarter

We deploy a forward-deployed engineer alongside your team. No big-bang cutover. SFMC stays live until Conversion has proven itself on real traffic.

Day 0 – 14

Connect and configure

  • Salesforce, warehouse, On24, LinkedIn integrations live
  • Lead routing rules and account matching configured
  • SOC 2 docs submitted to Bloomberg procurement

Day 15 – 60

Parallel run

  • Speed-to-seller workflows processing live leads
  • Sellers receiving real-time alerts from Conversion
  • SFMC continues in parallel, no disruption to in-flight sends

Day 61 – 90

SFMC retirement

  • Remaining SFMC programs migrated to Conversion workflows
  • 3.9M contact database fully reconciled and live
  • SFMC contract ended on your schedule
FAQ

Common questions

Most enterprise teams run Conversion in parallel with SFMC during a 60-day overlap. Data model, segments, and automations migrate first. SFMC stays live for in-flight sends. By Day 90 the majority of teams have retired SFMC entirely and are running fully on Conversion.

Yes, both are native integrations, not Zapier workarounds. On24 attendance and engagement signals arrive as first-class events that trigger real-time workflows. LinkedIn Lead Gen form submissions route through the same speed-to-seller pipeline as web form fills.

Conversion resolves leads to accounts using a configurable matching layer: domain, company name, firmographic enrichment. No custom SQL required. Rules are configured in a point-and-click interface and run in real time, not on a batch schedule. Fuzzy matching handles edge cases automatically.

Every AI-generated asset, email copy, scoring rationale, segment definition, goes through a configurable approval workflow before it can send or route. Administrators can restrict AI actions by object type, audience, and channel. A full audit log captures every AI suggestion, the human who reviewed it, and the final outcome.

Conversion prices on active contacts per month, not total database size. If a contact has not been engaged or matched to an active workflow in the billing period, it does not count. Teams with large historical databases typically pay for a fraction of their raw record count.

See it running on your data

A 45-minute working session with Bloomberg's actual lead sources and Salesforce data. No slides, no canned demo.