Stage 3: Data analysis
In a short video, we show you how we recognize relevant patterns in your data and give you answers to all your questions about your customers, target groups and untapped potential!
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AI revolutionizes CRM when data protection is integrated: Private data clouds and indirect LLM access ensure data sovereignty and efficiency.

Artificial intelligence (AI) has the potential to radically change customer relationship management, marketing and sales. Modern systems can do far more than just databases with customer data: they can recognize patterns, provide recommendations for action and even take over entire work steps that used to be time-consuming and error-prone.
But while the euphoria about new possibilities is great, the most important critical question is: How can I use AI solutions in a compliant and data protection-compliant manner without using personal data unlawfully or revealing trade secrets?
The music of AI benefits is now blaring from all channels. Whether it’s simple target group selection, hyper-personalization of marketing, optimized risk/churn detection, cross-channel coordination, appropriate recommendations for action, etc. – the list of appropriate terms is long. They all have one thing in common: AI solutions are not just intended to make life easier for marketers. Rather, the marketing department should be given unprecedented power and a previously unimagined depth of information from the open AI worlds. However, this is where every responsible marketing expert is confronted with the dangers of using AI tools, which can be expressed in one question: Do I know which of my company’s data ends up where?
And indeed, simply dumping customer data into the chat GPTs of this world doesn’t feel good, regardless of the tempting results. Is the provider who loads my data directly into the Open APIs really trustworthy and knows what they are doing?
The other side of the coin: data protection & regulation
As great as the opportunities are, the risks are just as high if customer data is processed carelessly with AI. The direct use of large language models (LLMs), which access raw data unfiltered, is particularly problematic.
Central dangers:
- Uncontrolled data transfer: Prompts to external AI services can reveal personal data.
- Storage by third-party providers: It often remains unclear whether inputs are stored permanently or even used for further model development.
- Lack of transparency: LLMs cannot provide a complete explanation of their results.
- Violation of the GDPR principles: Purpose limitation and data minimization can hardly be complied with if all data is simply “dumped into the AI”.
- Legal risks from the EU AI Act: In the near future, this will set clear requirements for transparency, risk classification and governance.
A company that uses AI uncontrolled in CRM and marketing consequently risks high fines, loss of trust from its customers and far more than annoying damage to its image if most of the risks can be eliminated in advance with little transparency and expertise from the provider.
The right way: AI without direct access to raw data
The solution is to design AI architectures in such a way that customer data remains protected and controlled. Two principles are crucial:
- Use private data environments
Customer data should be stored in a private cloud controlled by the company – not on the servers of external providers. - Only allow AI access to aggregated analyses
Instead of processing raw data, AI works on aggregated, anonymized or already interpreted data. This preserves sovereignty over sensitive information.
This means that the use of AI is not a risk, but a secure enabler for modern customer management.
The mixture of retaining (customer) data sovereignty at all times and at the same time using the essential essence of the AI world in a legally compliant manner is the path that, albeit on a new technical footing but with logical steps, makes the use of AI tools a profitable experience and not a persistent nightmare.
AI intelligence on a secure data basis
One example of this data protection-friendly architecture is SaaS platforms that combine the possibilities of LLMs with consistent data sovereignty.
How it works:
- Private Data Cloud: All customer data remains in a protected, company-owned data environment.
- Indirect AI access: LLMs only access analyses already created by the platform – not the raw data itself.
- Auditable results: Every suggestion, every recommendation is transparently documented and traceable.
- Regulatory future-proofing: The architecture is designed to be compatible with the requirements of the GDPR and EU AI Act.
The advantages at a glance:
- Data protection-compliant and future-proof
- Maximum data sovereignty for companies
- AI functionality fully usable, without security risks
- Trustworthy basis for marketing, sales and CRM
With the legally compliant use of AI, it becomes a real benefit for CRM, marketing and sales – efficient, intelligent and legally compliant at the same time.
Conclusion
Artificial intelligence can take CRM, marketing and sales to a new level. Intelligent segmentation, personalized communication and automated workflows increase efficiency and impact enormously.
But those who ignore data protection and regulation run the risk of creating more problems than benefits. The future therefore belongs to solutions that combine both: AI power and strict data sovereignty.
Published on 21.10.2025 in the Marketingbörse.
How La Biosthétique is transforming e-commerce with data-driven marketing
The culture of beauty meets the culture of data.
udo von Schober has once again written a success story. This time, our platform has transformed e-commerce at La Biosthétique Paris.
Continue reading below …
Or HERE directly to the whitepaper as PDF.


B2B under control – B2C still has a lot of potential
La Biosthétique Paris is internationally renowned for high-quality cosmetic products and works exclusively with owner-managed hairdressing and beauty salons. Over-the-counter sales are flourishing – but the B2C online store in 13 countries has fallen short of expectations.
The challenge:
- Hardly any internal resources for e-commerce analysis
- No networked data landscape (many silos)
- High proportion of guest orders suspected
- Only limited customer insights – no segmented approach
- No business intelligence or automated processes
The goal was clear: more sales in the online store, targeted new customer acquisition and activated existing customers.
The solution: Data Value Management with udo
With the support of the Schober Information Group, La Biosthétique decided to use the udo data value management platform.
The path to data-driven e-commerce excellence was paved in four consecutive steps:

Specifically: Data Value Management in four stages for La Biosthétique:
#1 Data cleansing & integration

- Consolidation of fragmented data sources (CRM, ERP, e-mail system)
- Duplicate matching, address correction, plausibility checks
- Basis for clean customer scoring
Advantage: The cleansed data is later used as a learning data set for AI-based lead prediction
#2 Data enrichment

- Expansion to include external consumer characteristics, interests, purchasing power, etc.
- Link to Schober database: over 70 million consumer profiles
- Differentiation between occasional vs. regular customers (who are the guest shoppers?)
Advantage: The broader the database, the better the AI
#3 Segmentation & Customer Insights

- Development of four behavior-based customer segments such as:
- Segment 1 – The Occasional Explorer (rare customers)
- Segment 2 – The Loyal Enthusiast (committed, regular customers)
- Segment 3 – The Lapsed Loyalists (reactivatable ex-buyers)
- Segment 4 – The Devoted Connoisseur (loyal frequent buyer)
- Use of AI & machine learning for purchase probability analysis
Advantage: Better understanding optimizes the approach
#4 Campaign automation & personalization

- Automated, segmented e-mail routes
- Reminder campaigns: e.g. “Is your shampoo empty?”
- Cross-selling, seasonal topics & next-best-product recommendations
- Reduction of guest purchases through new checkout & account focus
The results: Clearly measurable – and convincing
La Biosthétique was already able to make significant progress in the first year after the start of the project:
- Significant increase in sales in the B2C online store
- +9.88 % higher basket value
- Reduction of guest purchases through optimized checkout
- Establishment of company-wide B2C controlling
- Roll-out to France & Italy – other countries to follow
The journey continues: self-learning systems & continuous progress
With udo, La Biosthétique has not only implemented a technical solution, but also anchored a new data-driven mindset in marketing. The algorithms used are continuously improving – through real customer reactions, intelligent segment shifts and dynamic campaign adaptation.
Conclusion
With the Schober Information Group as a partner, La Biosthétique was able to sustainably drive its transformation in the B2C business – with clear results and a scalable infrastructure for future growth.
“With udo, we not only got to know our customers better – we now understand them better.
Thanks to data-based marketing, we communicate more individually, more relevantly and more efficiently.
This allows us to create real proximity, address needs more specifically and offer tailor-made solutions.
The result: significantly stronger customer loyalty and noticeably more sales.”
– Edwin Teiber, Head of E-Commerce, La Biosthétique Paris
Curious about how your company can benefit from udo?
Talk to us. We will show you how Data Value Management can boost your sales with automated processes.
Global B2B data for your growth
udo – the CDP for SMEs
Read on to find out how Schober delivers a ready-to-use, AI-enabled CDP for real data intelligence with udo.
Or HERE directly to the whitepaper as PDF.

Summary for decision-makers
In diesem Whitepaper erfahren Sie, warum udo – die Customer Data Platform von Schober – speziell für die Anforderungen des Mittelstands entwickelt wurde.
Es zeigt auf, wie Sie ohne langwierige IT-Projekte und ohne eigene Ressourcen sofort von konsolidierten, qualifizierten und KI-fähigen Kundendaten profitieren.
Sie erhalten Antworten auf zentrale Fragen:
In short, this white paper is aimed at decision-makers who want to get started with data-driven marketing quickly, securely and effectively – and are looking for a solution that fits the reality of SMEs.
If you have any questions or would like to discuss individual aspects in more detail, we look forward to talking to you!
Your Schober team
SMEs need different CDPs than corporations
Customer Data Platforms (CDPs) versprechen, Daten zu vereinheitlichen, Kunden besser zu verstehen und personalisierte Kommunikation zu ermöglichen. Sie gelten als Schlüsseltechnologie für datengetriebenes Marketing und datenbasierte Vertriebsprozesse. In großen Unternehmen gehören CDPs längst zur digitalen Infrastruktur – betrieben von spezialisierten Data-Teams, integriert in komplexe Systemlandschaften und unterstützt durch millionenschwere Budgets. Doch was in Konzernen funktioniert, skaliert nicht automatisch im Mittelstand.
Denn mittelständische Unternehmen ticken anders:
Oversized, complex and expensive
Traditional CDPs such as Salesforce, Adobe or SAP offer extensive functionalities – but these require extensive prior knowledge, integration effort and internal IT project management. For many SMEs, this means: too complex, too expensive, too time-consuming.
What SMEs need instead is a solution that is realistic, pragmatic and immediately effective. A CDP that works without a dedicated project team, adapts to existing structures – and delivers immediate added value.
This is exactly where udo comes in: a customer data platform that closes this gap. It was specially developed to take into account the real conditions and structures of medium-sized companies – with limited internal resources, high operational workloads and growing pressure to digitize.
udo is strong where many other solutions are overwhelmed: when getting started. Instead of months of implementation projects and expensive customizing phases, udo enables a direct start – data protection-compliant, resource-saving and with a focus on fast, visible benefits. This means that udo is not the next major IT project, but a pragmatic solution for data-based growth in SMEs. A customer data platform developed specifically for SMEs – with immediate benefits, ease of use and genuine data intelligence that works even without a data science background. A customer data platform developed specifically for SMEs – with immediate benefits, ease of use and true data intelligence.
Why many CDP projects don’t even get off the ground
The introduction of a customer data platform in SMEs often fails not because of the will to digitize, but because of the structural realities of day-to-day business. Although many management teams recognize the potential of a data-driven customer approach, there are hurdles in operational implementation that can hardly be overcome with standard solutions.
The data landscape in most medium-sized companies has grown historically – and is correspondingly heterogeneous. Customer data is spread across ERP systems, CRM applications, store systems, newsletter tools or even Excel files.
Breaking through these silos and creating a standardized, consolidated data model is challenging – especially when the IT department consists of two people and there are no resources available for integration projects.
There is also strategic uncertainty:
- What is the actual benefit of a CDP?
- When will the return on investment become apparent?
- How costly is ongoing operation?
These questions often remain unanswered – or are only vaguely answered by providers. And then there is data protection: cloud solutions in particular are often met with skepticism by SME decision-makers, whether for regulatory or cultural reasons.
What remains is a strong desire for better data availability – but also the fear of starting another IT project that ties up more resources than it brings benefits. The result: you remain in the status quo, working with fragmented, incomplete and unanalyzable data sets – and wasting the full potential of your own data.
A pragmatic approach without IT hurdles
udo was designed from the ground up so that companies can get started right away, regardless of their IT infrastructure – without any complex migration projects or lengthy preparatory work. udo thinks in terms of solutions, not integrations.
Instead of connecting all systems, a simple upload of the existing data to the private udo cloud is sufficient. There, the platform immediately starts checking, consolidating and enriching the data – automatically, in compliance with the GDPR and in a protected cloud instance hosted in Germany.
The user interface is designed in such a way that even specialist departments without technical knowledge can work with the data independently. Marketing and sales managers have immediate access to analyzable segments, target group profiles and campaign data that can be activated. The first valuable insights are generated within a few days – and the foundation for a sustainable customer data strategy is laid.
Instead of extensive integration, a simple upload of the existing data to the private udo cloud is sufficient.

There, the platform immediately starts consolidating, checking and enriching – fully GDPR-compliant, securely hosted in Germany and without any IT effort on the customer side.
The user interface is intuitively designed and allows marketing and sales departments to work independently of IT or data science. Within a few days, companies can create initial segments, analyze customer profiles and run targeted campaigns.
What makes a CDP really effective
Above all, this access enables a qualitative enhancement of the entire customer base. Company sizes, industry classifications, geographical characteristics, household structures, purchasing power data or digital affinities – all this is available at the touch of a button. udo turns simple raw data into a valuable decision-making basis for marketing and sales.
However, in order to ensure an optimal comparison of your own data with the Schober data universe, the data must first be merged and cleansed. Because only a clean database promises high matching rates.
udo ensures that this basis is created – automatically, comprehensibly and efficiently.
Bereinigung und Anreicherung – Stufen 1+2 der „Brahm’schen Treppe“
Bereits beim Upload prüft udo die übermittelten Datensätze auf Dubletten, syntaktische Korrektheit und inhaltliche Vollständigkeit. Dabei greift die Plattform auf Schober-Logiken zurück, die seit Jahrzehnten im Adressqualitätsmanagement etabliert sind.
Martin Brahm, Erfinder der sogenannten Brahm’schen Treppe, erklärt: „Die Basis einer erfolgreichen Datenstrategie ist eine saubere, einheitliche Datenbasis. Erst wenn ich meine eigenen Daten konsolidiert und bereinigt habe – also Stufe 1 der Brahm’schen Treppe meistere –, kann sich das volle Potenzial der Anreicherung mit Dritt- und Schober-Daten entfalten. Nur so werden Customer Insights, zielgerichtete Analysen und eine effiziente Aussteuerung überhaupt möglich.“
udo übernimmt genau diesen entscheidenden ersten Schritt automatisch – und macht damit den Einstieg in professionelles, datengestütztes Marketing auch für mittelständische Unternehmen realisierbar.
Clean data as the door to intelligent automation
Durch die systematische Bereinigung und Anreicherung entstehen moderne, strukturierte Datenbestände. Diese stellen die notwendige Voraussetzung für den Einsatz von Machine Learning und KI-gestützten Analyseverfahren dar – denn selbst der beste Algorithmus funktioniert nur so gut wie die Daten, mit denen er trainiert wird.
udo übersetzt die qualifizierten Daten automatisch in Formate, die für automatisierte Analysen und Prognosen geeignet sind. Das ermöglicht eine neue Qualität an Zielgruppenverständnis – und zwar auch ohne eigenes Data-Science-Team.
So lassen sich z. B. Personas durch Ähnlichkeitsanalysen datenbasiert ableiten oder Customer Lifetime Value und Kaufwahrscheinlichkeiten präzise modellieren. Predictive Analytics, die bisher Großkonzernen vorbehalten waren, werden mit udo zum Werkzeug für mittelständische Marketingverantwortliche.
Auch automatisierte Trigger-Kampagnen und intelligente Segmentlogiken können mit wenigen Klicks aufgesetzt werden. Die Plattform liefert dazu Empfehlungen, basierend auf Nutzungsmustern und dem Verhalten ähnlicher Zielgruppen – datengestützt, transparent und sofort umsetzbar.
Was bislang großen Konzernen mit eigenen Data-Science-Teams vorbehalten war, steht nun auch mittelständischen Marketern zur Verfügung – ganz ohne technisches Vorwissen.
Auf einen Blick:
New customers with Schober data and udo logic
Ein weiterer USP: Mit udo lassen sich nicht nur bestehende Kundenprofile analysieren und weiterentwickeln – die Plattform ermöglicht auch den gezielten Zugriff auf Neukundenpotenziale. Dafür steht das umfassende Datenuniversum von Schober bereit, das über verschiedene Zielgruppenmerkmale hinweg segmentiert werden kann.
So können beispielsweise Unternehmen identifiziert werden, die einer bestimmten Branche angehören, in einem spezifischen Vertriebsgebiet sitzen oder vergleichbare Kaufverhalten wie bestehende Kunden zeigen. Diese Potenziale lassen sich nahtlos in Marketing- und Vertriebsmaßnahmen überführen – kanalübergreifend und aus einer Plattform heraus steuerbar:
- Postalisch: Gezielte Direktmailings mit validierten Adressen
- E-Mail: Versand an geprüfte, permission-basierte Kontakte
- Digital: Erstellung und Export von Custom Audiences für Social Ads und Display-Kampagnen
Damit wird udo zur Schaltzentrale einer intelligenten Kundengewinnung. Die Plattform bringt neue Zielgruppen mit den passenden Kanälen zusammen – und liefert zugleich die Datenbasis für eine messbare Erfolgskontrolle.
Use data without starting technology projects
Während andere CDPs auf umfangreiche IT-Integration setzen, verfolgt udo den entgegengesetzten Ansatz: schnell starten, ohne tiefgreifende Eingriffe in bestehende Systeme.
Der Einstieg erfolgt denkbar einfach – durch den Upload der vorhandenen Kundendaten in eine sichere, dedizierte Cloud-Instanz. Kein Installationsaufwand, keine Abhängigkeit von internen IT-Ressourcen, keine zusätzlichen Lizenzmodelle für Drittsysteme. Die Bedienung erfolgt webbasiert über eine moderne, übersichtliche Benutzeroberfläche.
Bei Bedarf kann udo über standardisierte Schnittstellen (REST-API) mit CRM-, ERP- oder Shop-Systemen verbunden werden – die Anbindung ist möglich, aber kein Muss. Gerade für mittelständische Unternehmen mit schlanken IT-Strukturen ist das ein entscheidender Vorteil.
Der Effekt:
- Innerhalb weniger Tage ist die Plattform einsatzbereit.
- Marketer und Vertriebsteams können unmittelbar mit der Arbeit beginnen – ohne Projektplan, ohne Meetings, ohne Abhängigkeit von externen Dienstleistern.
The difference for medium-sized data marketing
udo ist die Customer Data Platform, die Mittelstand kann – weil sie nicht versucht, Konzernlösungen zu kopieren, sondern echte Praxisprobleme löst. Sie macht Daten nutzbar, anstatt neue technische Hürden zu schaffen.
Durch den Fokus auf einfache Nutzung, schnelle Implementierung und integrierte Datenintelligenz ermöglicht udo einen Zugang zu datengestütztem Marketing, der bislang vielen Unternehmen verwehrt blieb.
Die Verbindung von Datenbereinigung, Anreicherung, Analysefähigkeit und kanalübergreifender Aktivierung in einer Plattform ist einzigartig – und vor allem: sofort verfügbar.
udo ist keine Zukunftsvision, sondern ein einsatzbereites Werkzeug.
Für alle, die mehr aus ihren Kundendaten machen wollen. JETZT.
Efficient customer loyalty and increased sales at alltours
The tour operator alltours has commissioned us to further develop our data-based marketing platform udo in order to structure and consolidate existing customer data and enable automated targeted marketing campaigns.
The aim: to strengthen existing customer relationships and increase cross-selling sales.
What did we do? Read on …
Based on these requirements, Schober’s data governance and customer data platform, udo , was adapted to the specific needs of alltours. After just a short time, alltours received a customized solution to automatically send emails with various marketing and sales targets. An AI-based target group selection ensures precise campaigns that are tailored to the respective customer behavior.
Customer goals and the solution: efficient use of data and a targeted approach
Among other things, alltours wanted to gain better insights into general booking behavior in terms of travel frequency and travel type in order to be able to tailor better offers to its customers. In addition, inactive customers were to be reactivated and the use of the alltours app increased.
The solution consisted of the individual adaptation of udo in the areas of data consolidation with underlying database, data cleansing and refinement as well as general data maintenance. With the data universe integrated in udo, which comprises 58 million consumer data with numerous characteristics, the alltours data can be enriched with valuable additional information in a targeted manner. This not only enables immediate and comprehensive insights into the company’s own customers and prospective customers, but also precise customer segmentation. In addition, the platform provides valuable insights into topics such as travel duration, booking times and changes in booking habits due to the coronavirus pandemic.
The added value for alltours: Sustainable business success through modern marketing processes
The introduction of udo brings numerous advantages for alltours:

- More bookings and sales: Thanks to targeted e-mail campaigns tailored to customer needs, the number of bookings and sales have already increased.
- Customer retention and new customer acquisition: Personalized approaches help to strengthen existing customers and successfully win back inactive customers.
- Modern marketing database: As a data-based platform, udo enables fully automated campaign management and rapid adjustments in real time.
- AI-supported target group selection: The machine learning algorithms anchored in udo can draw on a more relevant database thanks to the integrated Schober data universe. More precise segmentation allows campaigns to be designed even more effectively.
- Efficient cross-selling: campaigns automated in udo enable cross-selling offers such as travel insurance, which act as an additional sales driver.
“Thanks to the cooperation with the Schober Information Group, alltours was able to noticeably optimize its customer management and set up a flexible, automated solution that sustainably increases sales and customer satisfaction,” says Dr. Georg Welbers, Managing Director of Marketing and Sales at alltours. Martin Brahm, Managing Director of the Schober Information Group, adds: “We are very pleased about the successful cooperation with alltours and still see a lot of potential for the further development and optimization of the marketing processes.”
With this partnership, Schober and alltours are demonstrating how data-based solutions can sustainably increase the efficiency and effectiveness of modern marketing strategies.




