01
Customer data unification
Connectors that bring in customer records from the CRM, the ERP, the shop, the app, the till, the support desk and the marketing tools, on a schedule or as events happen, and put them into one model.
01Customers & revenue · CDP
Customer data platform development.
A customer data platform gathers what every system knows about a customer into one profile, and makes that profile available to all of them.
We build it to order, around the way you work, or extend and connect the one you already have.
01What it is
In plain words.
A customer data platform gathers what every system knows about a customer into one profile, and makes that profile available to all of them.
The same customer is a row in the CRM, an account in billing, a login on the website, a card number at the till and an email address in the newsletter tool. Each system is right about its own part and blind to the rest, so the company cannot answer simple questions: how many customers do we have, and what is this one worth?
A CDP does the joining. It collects the records, works out which belong to the same person or company, builds one profile from them and keeps it current. It differs from a CRM, which people type into; a CDP is fed by systems and read by systems.
02What it includes
Every part, explained.
7 parts. Each can be built by itself; together they are one system.
02
Customer 360 profiles
One page per customer: identity, purchases, conversations, complaints, consents, value and risk. The profile a salesperson, an agent or another system can ask for.
03
Identity resolution
Deciding that two records are the same customer when the names are spelt differently, the email has changed and one has a phone number the other lacks. Exact rules first, careful fuzzy matching next, and a confidence on every match so doubtful ones go to a person.
04
Audience segmentation
Groups built from the whole profile, not one system's slice of it, and sent to wherever they are needed: the email tool, the ad platform, the sales team's call list.
05
Behavioural data
What people do, not only what they are: pages viewed, products compared, features used, baskets abandoned. Collected with consent and tied to the profile.
06
Customer analytics
Lifetime value, repeat rate, churn, cohort behaviour and the path from first visit to purchase, counted once on clean data.
07
AI-based customer intelligence
Built to estimate who is likely to buy again, who is likely to leave and what each customer would want next, with the reasons shown. A score nobody can explain is not put in front of your team.
Buy, extend or build?
You do not need a CDP if you have one main system and it is clean. Buy one if your sources are standard web and marketing tools. Build when the important data sits in an ERP, a point-of-sale estate or systems of your own that packaged CDPs cannot read, or when the profiles must stay on your infrastructure.
Where intelligence fits
Matching records is the hard problem in customer data, and it is the one we have built most deeply for: the same layered method of rules, meaning and reasoning, with a confidence on each decision, that our flagship product applies to material master records.
03What it works with
Never on an island.
A system is worth most when it shares its records with the ones beside it.
- Customer relationship managementA CRM is the one place a company keeps everything it knows about the people it sells to: who they are, what was said, what was offered and what happens next.
- Marketing automationMarketing automation sends the right message to the right person at the right moment, without someone pressing send each time.
- Data management platformA data management platform organises audience data for advertising: who saw what, which groups they fall into, and where those groups can be reached.
- Point of saleA point-of-sale system is the till: it rings up the sale, takes the payment, and tells the rest of the business what was just sold.
- Enterprise data platformsA data platform is the place where data from every system in a company is collected, cleaned and kept ready for reporting, analysis and AI.
Part of a family
Customers and revenue: One record of every customer, from first click to repeat order.
04How we build it
Five steps, in the open.
- 01
Listen
You describe the work and where it hurts. We look at the systems and the data you have now.
- 02
Specify
A written specification: what the system does, what it does not, what it connects to and how we will know it works. A clear quote before any work starts.
- 03
Build in stages
A working piece at each stage, on real data, so you steer early. The part that matters most comes first.
- 04
Move the data
Existing records mapped, cleaned of duplicates and reconciled against the old system before anything is switched off.
- 05
Hand over
Training, documentation and the keys. Your team can run it, and we keep it working for as long as you want us to.
One set of records underneath
Customers, products, suppliers, people and stock are each defined once. A second system joins the first; it does not start a competing copy.
Runs where you decide
Your own servers, a private cloud or a cloud account that belongs to you. Customer, employee and financial data stays on infrastructure you control.
Yours to keep
You own the code, the data, the configuration and the documentation. There is no licence fee to us and nothing stopping another team from taking it on.
05Questions
Before you ask.
Questions about CDP
What is the difference between a CDP and a CRM?
A CRM is where your people record their dealings with customers. A CDP collects data from many systems, the CRM included, resolves it into one profile per customer and feeds that profile back to all of them.
How accurate is identity resolution?
It depends on the data, so we measure it on a labelled sample of yours before anything is merged, and show the result. Uncertain matches are queued for a person, not merged silently.
Can a CDP run on our own servers?
Yes. That is often the reason to build one: customer profiles are some of the most sensitive data a company holds.
Guides
Plain-language guides on the problems this work solves.
- CRM, ERP, HRMS, CDP, PIM, WMS and the rest: thirty business systems explained in plain wordsBusiness systems · 8 min
- Custom software or off-the-shelf: how to decide whether to build, buy or extendBuild or buy · 3 min
- Custom CRM or off-the-shelf CRM: which does your sales team need?CRM · 3 min
- When does a company need a custom ERP?ERP · 3 min
- All 16 guides on this →
Rather talk it through? Tell us the problem in a few lines and a person will answer it.
Ask us →Tell us how the work runs today.
How the work runs today, what the system must do and what it has to connect to. A person reads it and replies honestly about whether to buy, extend or build.
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