Why Conversion?
B2B marketing has changed. Buyers expect personalization, speed, and context in every interaction – but legacy marketing automation tools weren’t built for that reality. Conversion is a modern marketing automation platform designed from the ground up for how B2B teams actually work today. It connects directly to your Salesforce CRM, keeps your data in sync in real time, and gives you the tools to reach the right people with the right message at the right moment. No more wrestling with clunky interfaces, waiting hours for data to sync, or stitching together point solutions. Just one platform that brings together your CRM data, email campaigns, audiences, and analytics in a single place.What can you do in Conversion?
Send emails
Send emails
Create and send one-time campaigns or build automated sequences that nurture leads over time. Use dynamic content and personalization to make every email feel tailored.
Orchestrate workflows
Orchestrate workflows
Design automated journeys that respond to your contacts’ behavior. Combine triggers, conditions, delays, and actions to build sophisticated campaigns without code.
Ad analytics
Ad analytics
Connect your Google, Meta, and LinkedIn ad accounts to see how your paid campaigns are performing alongside your other marketing efforts.
Audiences
Audiences
Build dynamic segments based on CRM data, behavior, and engagement. Your audiences update automatically as contacts meet (or no longer meet) your criteria.
Forms
Forms
Capture leads with customizable forms that sync directly into Conversion and your CRM. No manual imports, no data gaps.
Snippets
Snippets
Create reusable content blocks for consistent messaging across campaigns. Use AI-powered personalization to tailor content at scale.
Full CRM sync
Full CRM sync
Keep Conversion and Salesforce in sync automatically. View, query, and act on your CRM data – contacts, companies, and custom fields – without leaving the platform.
Analytics
Analytics
Track how contacts engage with your marketing: page views, ad clicks, email opens, form submissions, and more. Understand the full picture of every interaction.
We’re actively working on additional guides for each of the above topics. Check back later for more information on utilizing Conversion!