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Customer Data Platform – The Guide

Die Customer Data Platform der Zukunft. Hallo udo.

Customer data under control

Sprawling amounts of data, dissatisfied customers, no new customers in sight… then it’s time for a Customer Data Plaform. In the course of digitalization, companies are constantly generating and collecting large amounts of information. These often end up in different places, distributed across different systems with separate databases that may be physically networked, but not symbiotically. This leads to data silos, the scope of which is constantly increasing, but the benefits are sometimes reduced due to the immense administrative effort. This is where an application comes into play that links various data sources, combines and cleanses the data they contain in order to make meaningful use of this processed customer data. This application is the above-mentioned Customer Data Platform. But first things first:

What is a customer data platform?

In the past, the grocer around the corner knew exactly what his customers’ shopping habits were. Mrs. Müller, for example, always bought fresh yeast on Thursday for the yeast plait for the Sunday roast. That’s why the clever grocer always had flour clearly visible in the display on these days, so that Mrs. Müller could also take it away and bake it directly. The grocer memorized the buying habits of his customers and arranged the product range accordingly. Today, information about customers comes from a variety of sources. Data is collected on websites, in apps, in social media and much more, or is stored in customer databases. There they either remain unused or are used singularly for the medium where they were generated. This is where a customer data platform comes in: it supports companies in collecting, storing and managing data from various sources. It breaks open the data prisons and brings the separately collected information together in one place.

Why a customer data platform?

Only together are we strong – this also applies to data. Platforms such as Wikipedia bundle the knowledge of many into a huge knowledge database. A customer data platform works in a similar way: knowledge from many data sources is bundled together. This results in a multitude of advantages: Everything is centralized in one place, new potential is created from the complementary data, efficiency is increased enormously and much more. Discussions with customers reveal further effects. Increased efficiency and productivity are reported, which is accompanied by a reduction in the workload of employees, who no longer have to spend time evaluating data from various sources, but can work directly with the information processed by the CDP. In addition to the selection, evaluation and initial approach of suitable target customers, customer care is also simplified by automated contact routes and taken out of the day-to-day business.

What does the customer gain from a Customer Data Platform?

A customer is no longer just a buyer: it is about more than the simple purchase of a product or service. Excellent and, above all, personal service is now expected and taken for granted. They want to be provided with customized information and recommendations across all communication channels (if desired). This is exactly what a CDP makes possible: it prepares the information relevant to this customer from the overall portfolio of data and delivers precisely this information via the appropriate channel.

What do you get from a customer data platform?

The quality of the customer experience determines the future path between you and your customers. Personalized communication is an important part of a positive customer experience and should therefore be a standard part of the customer approach, as many companies still do not meet this expectation. With the corresponding consequences: customers do not feel they are in good hands and leave. In view of the fact that the cost of acquiring new customers is significantly higher, the loss is even more serious.

Why Customer Data Platform “PLUS”?

The usual approach with a CDP is to access first-party data. In order to be able to work with them at all, they are brought into the same shape. The result is a packaged data package that provides an all-round view of the customer. This is a big step towards digital sales. To perfect this, however, you need that “PLUS”, that little bit extra. This consists of various components that are used to refine, refine and utilize the data. PLUS 1: Cleansing PLUS 2: Enrichment PLUS 3: Access to new potentials

Why “udo” from Schober?

Schober is at home in the world of data. This can also be seen in “udo”, the customer data platform that offers the “PLUS”. With “udo”, the data silos are not only merged, but the data is cleansed in advance, because meaningful analyses work best with clean data. In addition, “udo” enriches the data with information from the integrated data universe. This provides valuable additional information. In addition, the customer’s own data is compared with the potential from the data universe. The result: you can see at a glance what would be possible and have the option of implementing this in “udo” straight away. PLUS 1: Cleansing with “udo” Data is not only freed from its silos and merged, but also cleansed.
A clean basis for clean work. PLUS 2: Enrichment with “udo” Schober’s data expertise and the comparison with the integrated data universe enhances data with valuable additional information.
More knowledge leads to added value, because the expanded database enables the “udo” AI to determine perfect target groups in order to play out campaigns with pinpoint accuracy and automate contact routes. PLUS 3: New customer potential with “udo” By analyzing existing customers, “udo” identifies new customer potential from the integrated data universe. These can be used directly from “udo” for new customer campaigns across all channels (digital and print). Naturally, “udo” adheres to the highest standards in terms of data protection, compliance and security.  

 

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The data diet

Targeting without cookies

Cookieless Targeting - Wie komme ich trotzdem an meine Zielgruppe?
Do you have to do without cookies in future?

We have your recipe for success!

The end of third-party cookies marks a turning point in the field of online tracking and data-based advertising. These cookies enabled advertisers to track and target users across different websites. With their phasing out, advertisers are now faced with the challenge of finding alternative methods to reach their target groups.

In addition to contextual targeting, i.e. ad placements based on the general context of the website and the increased use of first-party data, in which companies draw on their own information about the behaviour of their users on their own websites to offer personalized advertising, other approaches are needed to provide users with personalized content that is relevant to them.

The search for new ways to address target groups is becoming a challenge for advertisers. Third-party cookies enable targeted marketing, their elimination requires the adaptation of strategies and technologies. Data protection concerns and regulatory requirements play an important role here and must be taken into account when developing new approaches.

With its in-depth knowledge of data, Schober Information Group Deutschland GmbH supports its customers in linking online and offline information in compliance with data protection regulations, even without third-party cookies. In this context, it is important to remember that only third-party cookies disappear from the market, but not third-party data.

Now that third-party data encompasses much more than just a postal address, it is possible to link mobile device users with data records from the CRM or relevant data characteristics using deterministic approaches, even without cookies.

This means that it is still possible to use relevant and personalized content in digital and analogue advertising, taking into account the individual data protection requirements of each individual user.

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Mastering challenges digitally

udo in B2B sales

Mitarbeiter schauen lächelnd auf einen Laptop.
Challenges

udo in B2B sales: data-driven & digitized, therefore doubly efficient

Many companies and sales organizations are not keeping pace with the recent rapid changes brought about by digitization and are just doing what they have always done. In the past, they have also been successful with this, as their work is primarily based on the personalized relationship with the customer. However, the challenges for B2B sales are becoming increasingly complex. It’s not just customers and markets that have been transformed by digitization. Technology is turning distribution on its head overall. The opportunities outweigh the risks, but only if you know how to take advantage of them.

On the next few pages, we want to take you into the new world of B2B sales. The white paper first discusses the three most important challenges for sales managers – beyond the buyer journey in the narrower sense. The second part focuses – for your maximum benefit – on concrete use cases. We show the most important success factors for B2B sales. The Schober consultants will provide you with further background information in a personal conversation. The third part presents udo, a concrete solution concept for sales digitization.

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How utilities are shaping the transformation

Sales and marketing in the liberalized energy market

Energiemarkt Transformation
Challenges

Energy transition, liberalization, transformation

The energy industry with its utilities and municipal utilities is in the midst of restructuring. If Germany’s players in the energy market want to survive, they will have to reinvent themselves in the areas of sales and marketing and rethink their business models. This applies to the core products and the switch to renewable energies. But the transformation goes much deeper: customers’ requirements have grown beyond just energy supply, and digitization offers new opportunities and requires new offerings. At the same time, new players beyond the typical utilities and municipal utilities are entering the market – comparison portals, providers from outside the industry, international disruptors. Sales and marketing are crucial to the success of the transformation. Liberalized markets open up new opportunities, but also dissolve the established bond between supplier and customer. Interaction with high value for customers is therefore one of the key success factors for the transformation to succeed. If a utility or municipal utility wants to make better offers on competitive markets in the long term, it has to know its customers and their requirements in detail. The white paper first looks at the five most important transformation fields of the energy transition and highlights their significance for the industry as a whole and specifically for marketing and sales managers. The second part summarizes the consequences of the transformation for CMOs and CSOs, and then presents a concrete solution concept for the upcoming tasks in the following part. The last part is dedicated to concrete use cases in order to convey practical knowledge and possible applications. In view of the large number of challenges, we are only showing a selection; we will be happy to provide you with further material and background information on request.  

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Use Schober data (B2B and B2C) via interface in real time

API - Daten per Schnittstelle
Automated data enrichment

API info sheet

Valuable additional information via API for your datasets

API target groupsKnow your customers and target groups for successful marketing, selective analyses and a professional customer approach. With an automated enrichment of current additional data via API from the Schober data universe, you create the prerequisite for this valuable qualification of your data stock.

 

The Schober data universe always at your fingertips

API data selection  Use our interface to immediately and easily access our extensive company and contact database in the B2B area as well as our personal database in the B2C area. In this way, our API supports you in digitizing and automating your business processes and improves the data quality in your CRM or ERP system.

 

Click here for a free download of our API info sheet

API Logo
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Checklist

The top 5 reasons for multi-buyer analytics and customer engagement

Symbolbild für Multibuyer Analytics: eine Lupe und kleine Kartons, auf denen Warenkörbe zu sehen sind.

Multi Buyer Analytics Checklist

Learn the top 5 reasons for multibuyer analytics and customer engagement in this checklist:

  • Existing customers increase sales more efficiently than new customers
  • Multi-buyer analytics ensure high customer loyalty
  • Multi-buyer analytics help tailor the offer to customers
  • Higher customer value counts: Rewarding high-revenue VIP customers
  • Legal certainty and the recommendation booster

Click here to download for free:

Multibuyer Analytics Checklist

 

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Checklist

The 5 most important reasons for good data quality in sales and marketing

Data Quality Checklist

Learn in this checklist the 5 most important aspects why good data quality must be the basis for all your marketing and sales actions:

  • Breaking through “Garbage-in-Garbage-out”.
  • Data must be and remain current
  • Dissolve and avoid data silos
  • Description depth and enrichment
  • Data quality is a process

Click here to download for free:

Data Quality Checklist

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You would like to know more about udo? We are looking forward to your inquiry.

Simply fill out the form with your data and your request. We will get back to you as soon as possible. Alternatively, you can also make an appointment directly via Calendly.

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Challenges for marketing and sales

Why udo is the solution for CSOs and CMOs

udo Whitepaper digitalisierter Vertrieb
for medium-sized companies

Data-driven marketing and digitized sales

Are brand loyalty and customer retention yesterday’s news? In any case, the technical upheavals of recent years have turned some certainties upside down. CMOs and CSOs in the midmarket are challenged to adapt to the new conditions in both B2C and B2B business. In view of the thematic abundance – AI, ML, DSGVO, Last Cookie, Zero Data – decision makers in marketing and sales are strongly challenged. But, and this is our good news: The challenges are manageable. Brand loyalty and customer retention are still important and feasible. That’s what we want to show you on the next few pages and take you into a new world.

This white paper begins by looking at the three key challenges facing marketing and sales executives. The second part summarizes the consequences of the transformation for CMOs and CSOs, and then presents a concrete solution concept for the upcoming tasks in the following part with udo. The last part contains concrete use cases to provide practical knowledge and possible applications.
convey. In view of the large number of challenges, we are only showing a selection; we will be happy to provide you with further material and background on request.

Contact

You would like to know more? We are looking forward to your inquiry.

Simply fill out the form with your data and your request. We will get back to you as soon as possible. Alternatively, you can also make an appointment directly via Calendly.

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Discover a world full of knowledge and opportunities!
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  • up-to-the-minute insights
  • groundbreaking trends
  • exclusive content and
  • access to valuable discount promotions


Register now and experience how data and digitalization go hand in hand for your success.