The Method

SMARTech Convergence

Sales, marketing and technology, converged around the wants and needs of your best customers.

What It Is

A Deterministic Method for Every Decision a Business Must Make

SMARTech Convergence gives any business, at any stage, budget or market, a way to make sound, justifiable decisions with measurable outcomes, and a process anyone inside or outside the business can follow.

Followed in sequence, the method produces every major decision a business needs to make, from goal setting and customer acquisition through to technology strategy, along with the micro-decisions beneath each one.

PROBLEM 01

Siloed data and personnel.

PROBLEM 02

Data-driven decisions made without the context that should power them.

PROBLEM 03

Technology that has become a barrier to success instead of an enabler.

The SMARTech Convergence model: a wheel of seven tiers and eighteen steps around the customer
The Model

Seven Tiers, One Convergence

Eighteen steps arranged around the customer, grouped into seven tiers.

01Immersion
02Validation
03Prioritization
04Organizational Alignment
05Strategize
06MarTech Optimization
07Business Intel Enablement
The Journey

Eighteen Steps, Taken in Sequence

Each step builds on the one before it, so every decision is made with the context of the ones that came first.

01LiLifecycle of the Marketplace
02MaMarketplace Awareness
03CfCompetitive Forces
04BgBusiness Goals
05UvUnique Value Proposition
06CsTarget Customer Segmentation
07CbTarget Customer Buying Process
08SgSales Goals
09MgMarketing Goals
10TsTechnology Strategy
11BaBrand Awareness Building
12PaProspect Acquisition
13LaLead Attribution
14MpMarTech Platforms
15SrSales Routing
16SpSales Process
17RpCRM Platform
18CrCustomer Retention Efforts
The Curriculum

The Method, Written Down

Conduit formalized SMARTech Convergence into a written curriculum with a templated deliverable structure, so the method could be taught and applied the same way every time. It covers the fundamentals of SMARTech Convergence, the methodology behind it, and how to apply both to your business.

Part 1

Educational Concepts

The key concepts and theories, taught from a customer-centric perspective.

Part 2

Applicable Deliverables

How-to guides and sample deliverables, each with a recommended time frame, frequency and checklist.

Part 3

Expected Impact

A clear statement of the intended business result, the foundation it lays, and the next steps for continuous refinement.

01Module 1

Introduction to the Macro Environments of Your Business

Understand the macro environments your company operates within, and how they shape the customers you serve and your own success.

Why It Matters
Realistic Goals MatterTake Control of Your SuccessMaking It EasyEducate Your Decisions
Steps in FocusLifecycle of the MarketplaceMarketplace AwarenessCompetitive Forces and Analysis
02Module 2

Introduction to Customer Segmentation and Goal Setting

Take your understanding of the marketplace one step further, and become one with your customers and their business dynamics.

Why It Matters
Set Attainable GoalsTake Control of Your SuccessCommunicate Your Unique ValueTargeted Precision Saves Money
Steps in FocusTarget Customer SegmentationUnique Value PropositionTarget Customer Buying ProcessBusiness Goals
03Module 3

Introduction to Customer Acquisition and Retention Strategies

The new customer is in control. A company-wide focus on acquisition and retention is what it takes to become customer-centric.

Why It Matters
The Game Has ChangedThe Customer Is in ControlSales & Marketing Must AdaptAlignment Is Key
Steps in FocusCustomer Retention EffortsSales GoalsMarketing GoalsTechnology Strategy
04Module 4

Brand Awareness, Prospect Acquisition and Attribution

How technology and data fuel a company's ability to build brand awareness.

Why It Matters
An Unclear Path to PurchaseA 360-Degree ViewThe Marketer's PuzzleA Holistic Approach
Steps in FocusBrand Awareness BuildingProspect AcquisitionLead AttributionMarTech Platforms
05Module 5

An Introduction to Sales Management and Retention

Analyze and track sales and marketing performance to continuously refine your sales and marketing strategies.

Why It Matters
New Technologies Are Forcing a Shift in SalesStart Selling DifferentlyA Trusted Problem-SolverUnderstand and Adapt
Steps in FocusSales RoutingSales ProcessCRM Platform

Every Module Unlocks the Next

Completing a module unlocks the steps that follow it. Module 1 alone equips a team to conduct meaningful Voice of Customer interviews, segment its customer base, define its unique value proposition against the marketplace, and set business goals.

Who Benefits

Every Function, Working From the Same Understanding of the Customer

Sales

Goals and processes tied to the customers worth winning.

Marketing

Strategy, content and attribution grounded in real buying behavior.

IT

Technology chosen and configured to business, data and functional requirements.

Leadership

Decisions that can be explained, justified and measured at every level.

NEXT · THE PROCESS

INNOV8: the deployment process that extends the method

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