< Grow Market Share

Sales, Marketing, Service Technology Integration

Growing your business requires an integrated technology stack to drive engagement at every stage of the customer journey. But the demand for speed often prevents sales, marketing, and service delivery teams from bringing their technology investments together in a cohesive way. Our team will assess your current technologies and help you find ways to amplify their value.

Enhance and optimize your technology stack

Unlock more value from your technology investments.

Accelerate growth by rationalizing and optimizing your sales, marketing, and service delivery technologies.

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Specialized technology platforms play a pivotal role in growth and customer retention. But fast-moving companies often find themselves with a disparate set of platforms that aren’t well-integrated and don’t perform to their full potential. Based on a detailed understanding of your business goals, our team of technology experts will assess your current growth and service delivery stack, help you integrate and configure your existing platforms for optimal performance, and identify redundant or underutilized tool investments.

Our Approach

Stakeholder Interviews
  • Partner with stakeholders to set key business objectives
  • Collect and harmonize input from all levels of the organization on areas of opportunity and current impasses

Every engagement begins with the identification of specific business areas where data and technology can improve efficiency and fuel growth. We gather input from all levels of the organization and create a customized roadmap with measurable success criteria.

People & Process
Iterative process
  • Project management, approvals, and prioritization process
  • Cross-departmental alignment on business outcomes
  • Document existing process and champions per technology

An effective RevOps technology stack has as much to do with people as it does with technology. We work with your team to establish a common set of definitions, bulletproof processes for working together, and strategies to deliver value and assure buy-in across organizational boundaries.

Data & Technology
Iterative process
  • Inventory existing RevOps technology stack including appropriate taxonomies such as use cases, expected outcomes and data portability
  • Review existing architecture supporting insights
  • Assess existing source tool configurations
  • Document any data or technology gaps needed for desired insights

Many organizations have existing data sources and technologies that are not being utilized to their full potential. We assess these existing assets and look for ways to optimize them for greater impact.

Once the right foundational data is in place, we help you isolate the data sets that will reveal meaningful insights for your team. We look for ways to apply this data in ways that positively impact business performance.

Iterative process
  • Synthesize stakeholder requirements
  • Current state assessment, including documented data and technology gaps
  • Recommended architecture
  • Prioritized roadmap to modern RevOps maturity

As a clear strategy takes shape, we pinpoint and document the requirements necessary to make it a reality. Alignment among stakeholders and their teams is critical to prioritize the recommended roadmap to modern RevOps maturity. This may include optimizations or additions to existing infrastructure, process, and source data.

Next Steps
  • Sunset redundant technology
  • Onboard applicable data and technologies based on business outcomes
  • Design data-driven workflows in CRM and other operational tools
  • Train and enable operations teams

Once the optimal RevOps architecture is determined, we partner closely with client operation teams and relevant 3rd parties to see the vision come to reality. From systems integration to enablement, our experts are an extension of your RevOps team and laser focused on accomplishing stated business objectives for you data and technology investments.

“They don’t focus on one specific area of marketing like many companies in the industry. Instead, they offer a broad variety of marketing expertise and align their strategies across the board to tell the full story. They work collaboratively and get results.”

Technology Assessment and Integration

Many organizations have foundational sales, marketing, and service technologies in place but find that individual platforms that they’ve invested in either aren’t meeting their needs or could be configured and integrated more effectively. Our team will start by working with you to understand your growth objectives in detail. From there, we will assess your current toolset, providing expert guidance on how existing tools can be optimized and identifying any areas where tool replacements or additions can improve performance. We’ll also help you implement our recommendations, including configuration changes to existing tools and integration of all the technologies that are part of optimized sales, marketing, and service stack.

  • Technology assessment and rationalization
  • Integration and optimization

Technological Roadmapping

Executives are often charged with meeting aggressive growth goals based on top-level business priorities such as shareholder expectations, fundraising requirements, or IPO aspirations. In many cases, these goals are set without a clear view of the demand generation techniques and investments required to achieve them. Our team will help you break this pattern and develop trusted growth forecasts grounded in data. We’ll analyze your past demand generation performance and draw from experience and reliable industry benchmarks to create high-confidence forecasts at varying investment levels. We’ll also help you design and plan the rollout of any new technological capabilities required to archive your growth projections.

  • Performance assessment
  • Forecast scenario modeling

Why Convertiv?

Digital experiences play a central role in the customer journey for many businesses, so the details matter. Our expert designers and developers are about more than just aesthetics and code. We dive deep into the data about how buyers interact with your business digitally and create products, campaigns, and experiences that drive the right business outcomes. We also consider security, performance, and reliability at every step, so the momentum keeps building as your business grows.

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reduction in speed-to-lead

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increase in productivity

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reduction in RevOps tech costs

Client Results

40+ Experiments aimed at conversion rate improvement were performed, increasing landing page conversion by 30%

A leader in the paperless documentation sector was looking for ways to improve sign up rates for the free trial of their product, a key source of paying customers. Their main focus was on paid landing pages, which drove most of their free trial sign-ups.


increase in landing page conversion


increase in overall conversion

Grow your market share.