Modernize your Stack. Fuel Agentic Workflows and Personalization
AI Foundations
AI is only as powerful as the data behind it. Data availability does not equal data quality. Unlock trusted insights, intelligent automation, and AI-powered business intelligence, with a modern data foundation built for speed, accuracy, and scale. Our experts help you align, govern, and activate your data so it powers both traditional analytics and the next generation of AI applications—from predictive scoring and attribution to lead velocity, agentic sales handoffs, and performance reporting sales and marketing can trust.
“Our partnership with Convertiv is one of the strongest I’ve had. They really care and are completely invested in seeing me – and Symmons – succeed. Their understanding of how to use technology to improve marketing effectiveness is second to none.”
Tom Hubbard
Data Infrastructure Design
A dedicated team of data architects, engineers, and storytellers will serve as an extension of your team to design a modern data architecture that addresses your organization’s unique business needs. In the process, we’ll establish a trusted foundation for data integrity and advanced techniques like machine learning and personalization.
Expertise
- Tool and infrastructure assessment
- Vendor benchmarking
Tool Evaluation, Selection, and Implementation
Our data infrastructure experts will guide you through the selection of tools, ensuring you have suitable cloud data warehouse along with any required data extraction and transformation tools. Convertiv will then our team will work with you to integrate them with your existing systems to create a working data infrastructure. This includes data extraction and scheduling from existing data sources, cloud destination configuration, and data transformation to support required insights and capabilities.
Expertise
- Data extraction and scheduling
- Cloud data warehouse setup and configuration
- Data transformation
SaaS Sales/Marketing/Service Insights
The quality of your data products is only as good as the data being created and collected from your enterprise-wide SaaS technology. Many organizations are clear on business insights needed or features required for AI but are unable to isolate and rectify the underlying data creation from their SaaS tool. Our team of sales, marketing, and service technologists are well- versed in data team requirements and approaches for data creation for common use cases.
Expertise
- SaaS data instrumentation (eg SFDC, Martech stack, etc)
- SaaS data modeling for AI
- SaaS data visualization and analytics
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Outcomes
0 hrs
average time saved weekly per analyst
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reduction in time-to-insight
Client Results
Tracking and analyzing the user journey by capturing thousands of data points per day.
A world leader in energy-based aesthetic and medical treatment systems worked with Convertiv to develop a first-party data strategy and pipeline. By collecting and storing raw event data at every user touchpoint, they are now able to model and construct custom reports and answer key business questions as they arise.
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reduced cloud costs
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system uptime