Technology Adaptation
The fourth pillar of Convertia’s SMART methodology ensures our platform adapts to your business—not the other way around. Through expert configuration and customization, we tailor the technology to support your specific processes, workflows, and requirements.Overview
Technology adaptation transforms our powerful platform into your perfect solution through personalized configuration and expert guidance.
Adaptation Services
Platform Configuration
Set up workflows, fields, and business rules
Integration Setup
Connect with your existing systems and data
Custom Development
Build unique features when needed
Data Migration
Transfer existing data into the platform
Configuration Capabilities
Extensive customization without custom code:User Interface Customization
Data Model Customization
Tailor data structures to your business:- Custom Fields: Add fields specific to your industry and processes
- Custom Objects: Create new data types for unique requirements
- Relationships: Define how different data entities connect
- Validation Rules: Ensure data quality with custom validation
- Picklist Values: Configure dropdown options to match your taxonomy
Workflow Automation
Automate your business processes without writing code through our powerful workflow engine.
Lead Routing
Automatically assign leads based on territory, skills, or round-robin
Escalations
Trigger alerts and actions when SLAs are at risk
Notifications
Send emails or SMS based on events and conditions
Data Updates
Automatically update fields based on triggers
Task Creation
Generate follow-up tasks and reminders
Approval Processes
Route items through approval chains
Integration & Connectivity
Connect the platform with your technology ecosystem:Integration Types
API Integrations:- Real-time bidirectional data sync
- Event-based triggers and webhooks
- RESTful API access
- GraphQL support for complex queries
- Popular CRM systems (Salesforce, HubSpot, Microsoft Dynamics)
- Marketing platforms (Marketo, Pardot, Mailchimp)
- Analytics tools (Google Analytics, Adobe Analytics)
- Business systems (ERP, billing, support)
- Connect to proprietary or legacy systems
- Build unique data flows and transformations
- Implement complex business logic
- Create custom APIs for external access
Integration Best Practices
Technology Platform Powered by inConcert
We provide a comprehensive technology platform powered by artificial intelligence, developed by our strategic partner inConcert, leader in omnichannel contact center solutions.
Platform Architecture
Built for adaptability and scale:Cloud-Native
Modern, scalable infrastructure
Multi-Tenant
Secure isolation with shared efficiency
API-First
Designed for integration and extension
Microservices
Independent, scalable components
Event-Driven
Real-time processing and responses
Mobile-Ready
Responsive design for any device
Data Migration
Transfer your existing data to the new platform:Migration Process
Data Migration Best Practices
- Start Clean: Migration is opportunity to improve data quality
- Preserve History: Maintain important historical information
- Plan Cutover: Minimize downtime during transition
- Validate Thoroughly: Check data integrity after migration
- Document Mapping: Maintain records of transformation rules
Role-Based Configuration
Tailor the experience for different user types:User Roles & Permissions
Configure access and capabilities by role:Marketing Users
Campaign creation, analytics, lead management
Sales Representatives
Opportunity management, contact tracking, proposals
Service Agents
Case management, knowledge base, customer history
Managers
Team performance, dashboards, reporting
Administrators
System configuration, user management, security
Executives
Strategic dashboards, high-level analytics
Permission Levels
- Object-Level: Access to specific data types (Leads, Accounts, etc.)
- Field-Level: Visibility of individual data fields
- Record-Level: Which specific records user can see
- Function-Level: Access to features and capabilities
Reporting & Analytics Configuration
Set up insights tailored to your business:Custom Reports
- Standard Reports: Pre-built reports for common needs
- Custom Reports: Build reports specific to your KPIs
- Scheduled Reports: Automated delivery on defined schedule
- Real-Time Dashboards: Live updates of current metrics
- Drill-Down Analysis: Click through for deeper insights
Analytics Features
Transform data into actionable insights with powerful analytics capabilities that adapt to your business requirements.
- Funnel analysis for conversion optimization
- Cohort analysis for customer behavior trends
- Predictive analytics powered by AI
- Attribution modeling for marketing ROI
- Custom KPI tracking and goal monitoring
Mobile Configuration
Optimize for users on the go:Mobile Capabilities
- Responsive web interface for any device
- Native mobile apps for iOS and Android
- Offline functionality for field work
- Location-based features for territory management
- Mobile-optimized forms and workflows
AI & Automation Configuration
Leverage artificial intelligence capabilities:Chatbot Configuration
Design conversational flows and responses
Lead Scoring Models
Train AI on your conversion patterns
Sentiment Analysis
Configure detection and alerting rules
Recommendation Engine
Personalize next best actions
Implementation Methodology
Phased Approach
Phase 1: Foundation (Weeks 1-4)- Core configuration and basic workflows
- Essential integrations
- User and security setup
- Initial data migration
- Advanced automation
- Custom reports and dashboards
- Additional integrations
- User training
- Fine-tune based on user feedback
- Advanced features and AI capabilities
- Performance optimization
- Go-live preparation
- Production deployment
- Hypercare support
- Continuous improvement
- Ongoing optimization
Configuration Governance
Maintain control as platform evolves:Change Management
Best Practices
- Maintain sandbox environment for testing
- Document all customizations
- Regular configuration audits
- Version control for custom code
- Training on platform administration
Success Story
“The technology platform helped us integrate marketing and sales funnels, allowing greater control over all indicators from media investment to sales closing. This enabled Billpocket to increase sales by 200%.” - Manuel Zamora, COO, Billpocket
Next Steps in SMART Methodology
Technology adaptation works alongside:- Processes: Configure platform to support optimized workflows
- Technical Support: Ongoing platform operation and optimization
- Engineering: Custom development for unique requirements
Get Started
Ready to adapt the platform to your needs?Configuration Workshop
Design your ideal platform setup with our experts
Integration Planning
Map your technology ecosystem and integration needs
Related Resources
- Artificial Intelligence - AI-powered platform capabilities
- Engineering - Custom development services