Do you want to grow? At home or abroad?
Then you need more than just data!
You need precision, depth and relevance.
Find out everything about our international B2B data in the video. Company addresses from the market leader.
Find out below how Capaneo (formerly Schober) delivers a ready-to-use, AI-enabled CDP for true data intelligence with udo.
Or HERE directly to the whitepaper as PDF.
In this white paper, you will find out why udo – the Customer Data Platform from Capaneo – was developed specifically for the requirements of SMEs.
It shows how you can benefit immediately from consolidated, qualified and AI-enabled customer data without lengthy IT projects and without your own resources.
You will receive answers to key questions:
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 Capaneo team
Customer data platforms (CDPs) promise to standardize data, understand customers better and enable personalized communication. They are considered a key technology for data-driven marketing and data-based sales processes. In large companies, CDPs have long been part of the digital infrastructure – operated by specialized data teams, integrated into complex system landscapes and supported by budgets in the millions. However, what works in corporations does not automatically scale in SMEs.
Because medium-sized companies tick differently:
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 that has been specially developed for SMEs – with immediate benefits, easy handling 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.
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:
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.
udo was designed from the ground up so that companies can get started right away, regardless of their IT infrastructure – without complex migration projects or lengthy preparatory work. udo does not think in terms of integrations, but in terms of solutions.
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.
A key unique selling point of udo is its direct access to the integrated Capaneo data universe (formerly Schober Information Group). While many CDPs are limited exclusively to the inventory data of their users, udo can also access millions of validated B2B and B2C data records – in real time, context-based and in compliance with data protection regulations.
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 Capaneo 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.
Bereits beim Upload prüft udo die übermittelten Datensätze auf Dubletten, syntaktische Korrektheit und inhaltliche Vollständigkeit. Dabei greift die Plattform auf Capaneo-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 Capaneo-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.
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.
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 Capaneo 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:
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.
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:
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.
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? Just read on …
Based on these requirements, Capaneo’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.
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 introduction of udo brings numerous advantages for alltours:
“Thanks to the cooperation with Capaneo GmbH, alltours was able to noticeably optimize its customer management and establish 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 Capaneo, 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, Capaneo and alltours are demonstrating how data-based solutions can sustainably increase the efficiency and effectiveness of modern marketing strategies.
Sie möchten Ihren After-Sales ankurbeln, Ihr Leadmanagement automatisieren und neue Kunden gewinnen?
Am besten ohne eigene Ressourcen?
Dann sollten Sie jetzt Ihren digitalen Mitarbeiter udo kennenlernen!
udo steht für universal data orchestration und ist eine Kombination aus Data Value Management und Customer Data Plattform.
udo automatisiert Ihre Marketing- und Vertriebsprozesse. Sie sparen nicht nur wertvolle Ressourcen, sondern steigern gleichzeitig Ihren Umsatz.
Unser “Automotive udo” …
Erfahren Sie hier, wie Sie sich durch den Einsatz von udo echte Wettbewerbsvorteile verschaffen.
We compare your CRM data with our data universe, which has over 20 million advertising consents. We select the hits and send your advertising content to your CRM database with our data protection-compliant e-mail or postal campaign.
Sie möchten Ihre freien Tickets vermarkten, Ihre Merchandise-Umsätze erhöhen und Ihren Hospitality-Bereich besser auslasten?
Am besten ohne eigene Ressourcen?
Dann sollten Sie jetzt den digitalen Spieler udo kennenlernen!
udo steht für universal data orchestration und ist eine Kombination aus Data Value Management und Customer Data Plattform.
udo automatisiert Ihre Marketing- und Vertriebsprozesse. Sie sparen nicht nur wertvolle Ressourcen, sondern steigern gleichzeitig Ihren Umsatz.
Unser “Sport udo” …
Erfahren Sie hier, wie Sie sich durch den Einsatz von udo echte Wettbewerbsvorteile verschaffen.
We compare your CRM data with our data universe, which has over 20 million advertising consents. We select the hits and send your advertising content to your CRM database with our data protection-compliant e-mail or postal campaign.
Would you like to automatically generate new leads, gain more bookers and increase your existing customer sales – without any additional effort?
Then get to know udo, your digital employee, now!
udo (universal data orchestration) combines data value management and a powerful customer data platform.
Automated marketing and sales processes save you valuable resources and increase your sales at the same time.
Rely on smart automation – with udo!
Our “Travel udo” …
Find out here how you can gain a real competitive edge by using udo.
We compare your CRM data with our data universe, which has over 20 million advertising consents. We select the hits and send your advertising content to your CRM database with our data protection-compliant e-mail or postal campaign.
Would you like to automatically generate leads, acquire new customers and increase your existing customer sales?
Preferably without your own resources?
Then you should get to know your digital employee udo now!
udo stands for universal data orchestrationand is a combination of data value management and customer data platform.
udo automates your marketing and sales processes. You not only save valuable resources, but also increase your turnover at the same time.
Our “Retail udo” …
Find out here how you can gain a real competitive edge by using udo.
We compare your CRM data with our data universe, which has over 20 million advertising consents. We select the hits and send your advertising content to your CRM database with our data protection-compliant e-mail or postal campaign.
Would you like to automatically generate new gamers, increase the frequency of users and thereby increase existing customer sales?
Preferably without your own resources?
Then you should get to know your digital employee udo now!
udo stands for universal data orchestrationand is a combination of data value management and customer data platform.
udo automates your marketing and sales processes. You not only save valuable resources, but also increase your turnover at the same time.
Our “Gaming udo” …
Find out here how you can gain a real competitive edge by using udo.
We compare your CRM data with our data universe, which has over 20 million advertising consents. We select the hits and send your advertising content to your CRM database with our data protection-compliant e-mail or postal campaign.
Would you like to automatically generate leads, generate new contracts and expand your existing customer contracts?
Preferably without your own resources?
Then you should get to know your digital coworker udo now.
udo automates your marketing and sales processes. You not only save valuable resources, but also increase your turnover at the same time.
Our “Insurance udo” …
Find out here how you can gain a real competitive edge by using udo.
We compare your CRM data against our data universe, which has over 20 million advertising consents. We select the hits and send your advertising content to your CRM database with our data protection-compliant email or postal campaign.
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:
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.
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: Clean-up
PLUS 2: Enrichment
PLUS 3: Access to new potentials
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: “udo” cleansing
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 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 in a targeted manner 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.