Marketing & Customer Experience Transformation

Designing digital experiences that fuel growth

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Marketing leaders are under pressure to prove impact while managing an increasingly complex mix of data, technology and customer expectations. Protiviti helps marketing teams align strategy, data, technology and customer experience so they can accelerate growth, improve performance and build stronger customer relationships.

Protiviti’s marketing and experience solutions help teams deliver more personalized, data-driven experiences across channels, improving acquisition, retention and ROI while turning customer insights into action.

We help organizations

Connect customer journeys with technology

Design experiences at scale

Improve campaign effectiveness and maximize ROI

Acquire, retain, and grow valuable customers

Enable AI-powered marketing innovation

+ 86 %

campaign engagement for a CPG conglomerate by implementing an intuitive design system that consolidated platforms into one environment

+ 86 %

campaign engagement for a CPG conglomerate by implementing an intuitive design system that consolidated platforms into one environment

50 %

reduction in search CPL for a higher education university through a multi-channel media strategy prioritizing lead generation channels with the most performance visibility and targeting capabilities

50 %

reduction in search CPL for a higher education university through a multi-channel media strategy prioritizing lead generation channels with the most performance visibility and targeting capabilities

5X

ROI on media performance for an expanding healthcare company by creating six annual campaigns based on patient demographics, retail trends, and market analysis, each campaign targeted specific personas, guided messaging, selected digital channels, and identified new media opportunities

5X

Experience design & technology transformation
Marketing & agency services
Sales and revenue operations

Experience design & technology transformation

Designing and enabling digital experiences at scale

Technology, data, and insights are a key enabler of marketing and digital transformation. Protiviti's martech experts bring a hands-on approach to helping clients define their digital foundation roadmap and accelerate martech value. Protiviti's technology experts enable digital commerce, marketing, and sales across channels using martech, adtech, salestech, and automation to link the power of data and personalization to build frictionless experiences.

Customer experience strategy & design: We help create customer experiences that align user needs with business objectives. Through customer research, journey design and experience strategy, we help organizations deliver meaningful interactions that drive engagement, loyalty and growth.
Platform strategy & selection: Our team helps clients define and implement their digital foundation to improve marketing effectiveness, streamline processes and accelerate value realization.
Platform implementation: We help organizations implement the platforms that power modern marketing and customer experiences. Our team brings together business, technology and change management expertise to accelerate adoption, reduce implementation risk and help clients realize value faster.
Experience optimization and operations:. We help organizations identify opportunities to improve accessibility, discoverability, content effectiveness, conversion and performance to drive greater engagement and business value. Including:
- Accessibility assessment, remediation, search visibility, conversion, supply chain and performance optimization
- Platform support, content production and marketing & analytics

Marketing & agency services

Where marketing strategy, execution and performance align

Protiviti helps clients accelerate growth by bringing together go-to-market strategy, performance marketing, media, and scalable creative production. From market research and launch planning to audience activation and personalized content, we enable marketing teams to reach the right customers, maximize campaign impact, strengthen brand consistency, and operate more efficiently.

Campaign and GTM acceleration: We support clients by performing market research, strategy development, and execution planning for all go-to-market initiatives to bring new products and services to market.
Performance marketing, advertising & media: We help clients maximize campaigns that drive the biggest impact and return on investment. Through our media strategy and planning services, we drive demand and reach by identifying the most relevant channels and audiences to engage potential customers.
Creative production at scale: Our team provides large-scale creative production to help marketing teams deliver consistent brand messaging, drive cost efficiency, enhance personalization efforts and optimize resources.

Sales and revenue operations

Transforming how organizations engage, innovate and grow

As customer expectations, buying behaviors, and competitive dynamics continue to shift, organizations must modernize their commercial operating model to remain relevant while driving growth. Successful go-to-market transformation extends beyond technology investments. It enables sales, marketing, and customer-facing teams to work from a common strategy, leverage data-driven insights, and deliver more consistent, value-focused customer experiences that accelerate growth and improve performance.

Protiviti helps organizations drive digital transformation through strategy, innovation, and execution across marketing, sales, and customer success, enabling smarter engagement, new business models, and sustained growth.

Sales strategy: We help organizations develop data-driven sales strategies that align resources, channels and customer engagement efforts to increase revenue growth, improve sales productivity and strengthen competitive positioning.
Commercial revenue system transformation: We help modernize commercial technology and revenue operations processes by transforming CRM, CPQ and related revenue systems to improve efficiency, data visibility and forecasting accuracy.
Market strategy & new business models: We help organizations evaluate market opportunities, refine go-to-market approaches and design new business models that accelerate growth, unlock new revenue streams and respond to evolving customer needs.

What sets us apart

110 +

Agency awards

Over 110 Agency awards including Davey, W3, Webby, Addy and Muse Creative Awards

180 +

proprietary AI & tech enablers

to fast-track impact with tech agnostic talent, BI & SI expertise & flexible delivery models

89 %

of clients would recommend Protiviti to senior leaders

with industry depth to navigate day-to-day priorities and an emphasis on value-based outcomes

Turn marketing into a growth engine

Protiviti helps CMOs accelerate growth, strengthen loyalty, and maximize marketing performance through customer strategy, AI-enabled marketing, and data-driven insights.

See how we help CMOs

Preferred partners

We partner with best-in-class technology firms to provide robust services and solutions across the digital ecosystem. Our martech experts hold specializations in Adobe Experience Manager Sites and Adobe Analytics and have over 100 Adobe certifications and credentials. We help clients define their digital foundation roadmap and connect with their customers at the right time, across any channel.

Featured client stories

Turning Market Opportunity Into a Repeatable Growth Strategy

A growing SaaS business faced uncertainty about its long-term growth potential, market opportunity, and strategic fit within its parent organization. Protiviti helped leadership quantify the realistic market opportunity, assess commercial viability,...

5 min read

Architecture Firm Connects Salesforce to Revenue Growth

An education-focused architecture firm set out to modernize Salesforce but quickly recognized the need for a broader revenue transformation. Protiviti helped the organization connect strategy, governance, revenue processes, data and technology into a...

4 min read

County Government Turns Accessibility Risk Into a Scalable, Sustainable Capability

Learn how a U.S. county achieved enterprise ADA compliance and website accessibility remediation at scale through AI-enabled solutions and workflows.

4 min read

Reimagined Data Drives a Predictive Maintenance Success Story

A global equipment manufacturer spent years developing a proprietary predictive‑maintenance platform, but the solution couldn’t scale in production. It performed well in the lab yet failed to deliver reliable insights in variable field conditions,...

4 min read

Answering the Call: Teleservices Ignite Enrollment Outreach at Major University

University admissions teams across the U.S., regardless of the institution’s size, are facing capacity concerns. Lead volumes are rising, while staffing remains flat or declines. At the same time, these teams are spending more time sorting through...

5 min read

Improved Sales Strategy Generates Growth for Global Climate Action Solution Provider

Discover how sales strategy optimization led to a 25% increase in lead conversion and 15% boost in client retention for a global climate action provider.

5 min read

Featured insights

Your Sales Transformation Problem Is Really a Seller Value Problem

BLOG

6 min read

Guide to AI Governance – Frequently Asked Questions

RESEARCH GUIDE

153 min read

Delivering Content at Scale With AI: 4 Ways to Maintain Control

BLOG

4 min read

Operationalizing Growth: Moving From Revenue Heroics to Control and Scale

BLOG

4 min read

Frequently asked questions

+ EXPAND ALL

Do we have the right data foundation to enable personalization and AI-driven marketing?

Protiviti helps organizations unify and govern customer data across platforms to create a trusted, scalable data foundation. We design modern data architectures, implement customer data platforms, and enable AI-driven insights while ensuring data quality, privacy, and compliance. This allows organizations to activate personalization with confidence and speed.

What is Marketing & Experience?

Marketing & Experience aligns strategy, customer insights, data and technology to create meaningful interactions that drive growth, strengthen loyalty and improve business performance.

What is Experience Design?

Experience Design focuses on creating seamless, user-centered experiences across digital and physical touchpoints. It helps organizations improve engagement, increase satisfaction and turn customer expectations into measurable business outcomes.

What is Revenue System Transformation?

Revenue System Transformation modernizes the processes, platforms and data that support marketing, sales and customer growth. It helps organizations improve efficiency, gain better visibility and accelerate revenue performance.

What is Martech?

Martech refers to the technologies that enable organizations to manage, automate and measure marketing activities. A well-integrated martech ecosystem helps improve customer engagement, optimize campaigns and maximize marketing effectiveness.

How do Marketing & Experience services create value?

By connecting customer experience, marketing operations, data and technology, organizations can make smarter decisions, improve engagement, increase efficiency and drive sustainable growth.

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Marketing & Customer Experience Transformation

Connecting strategy, data and experience to drive growth

We help organizations

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Proven client value

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+ 86 %

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50 %

5X

5X

Our services