Want stronger brand loyalty? Fix your customer data management first

By: Sarah VanDerHart

What you need to know 

  • Customer data management turns scattered customer info into insights you can actually use. 
  • When customer data is accessible, actionable and valuable, your loyalty efforts are more meaningful and personalized. 
  • Most brands collect customer data but aren’t using it to create real connections. 

 


 

Customer data management for strong brand loyalty

Marketers have no shortage of customer data: web visits, purchases, preferences, feedback, etc. Customers are leaving key data points everywhere. But disconnected systems scatter that information across platforms, trap it in silos and make it nearly impossible to activate on in real time.  

If you want your loyalty program to feel personal, relevant and impactful, the secret to success is better customer data management.  

When your data is accessible, actionable and valuable, you stop guessing what customers want and start delivering experiences they actually remember and build a foundation of loyalty.

What is customer data management and why does it matter? 

Customer data management (CDM) is a process of collecting, organizing and activating data to make every customer interaction count. It creates a connected view of the customer that supports meaningful engagement across every channel they use. 

Whether a customer browses your website, contacts support, opens an email or redeems a loyalty offer in store, each touchpoint is an opportunity to understand them better. Without unified data, those moments stay isolated and your message starts to feel generic. CDM bridges those gaps, giving your team the ability to react in real time with relevance. 

Done right, CDM allows brands to: 

This all creates a loyalty strategy that anticipates behaviors. And customer loyalty platforms like Horizon integrate seamlessly to help brands activate data across systems and drive stronger, more personalized engagement, without overcomplicating the technology behind it. 

Sound powerful? It is. Yet many brands are still struggling to bring that vision to life. 

Related: Tips to consider before leveraging customer data for a targeted customer strategy 

Why is customer data management broken for most brands?

If your customer data lives in disconnected silos, your loyalty strategy is already at risk. Common data blockers include:

  • Not having an actionable plan for the data you already have
  • Scattering customer data across customer relationship management tools (CRMs/CDPs), marketing platforms and ecommerce systems
  • Relying on incomplete or outdated customer attributes 
  • Letting segments go stale instead of updating them dynamically 

All these challenges lead to clunky experiences, missed moments and disengaged customers. 

In fact, 71% of customers surveyed have seen no improvement in customized shopping experiences despite a push for personalization. This shows many brands are still relying on outdated targeting methods that treat every customer the same way. 

Your loyalty program needs a real-time upgrade 

The new customer loyalty strategy is dynamic and data activated. 

That means your CDM approach should: 

  • Start with an action plan in place for any new data points before you even start collecting them 
  • Group audiences based on value, behavior or real-time engagement 
  • Auto-update those segments as customers evolve 
  • Deliver personalized rewards, offers and content 

Ditch outdated assumptions. A customer’s go-to channel or the time they shop tells you more than their age ever will. Are they a late-night browser? A mobile-only shopper? These behavior clues can help you serve the right message at just the right moment. Real loyalty lives in the details. 

Related: Learn which customer behaviors signal value and how you can act on them 

6 ways to level up your customer data management today 

Ready to clean up your data? Here’s how to get started. 

1. Start with a plan 

Don’t even collect data unless you have a defined purpose for how you’ll use the data and clear communication on why you even want to collect it. This one act will increase customers’ trust in your brand and ensure you’re taking actions on all data attributes.  

2. Audit your data sources 

Take inventory of every system collecting customer info—web, email, etc. Find overlaps, spot gaps and get clear about what you’re working with. 

3. Create one true customer profile 

The marketing team, sales and customer service representatives should work from the same definition of a customer. Avoid misalignment and establish a unified customer profile that updates in real time. 

4. Build smart, dynamic audience segments 

Use behavioral triggers and automation to keep your segments fresh. Go beyond demographics and consider recency, churn risk and engagement score.  

5. Prioritize actionable insights 

Again, don’t collect data just to collect it. Focus on what drives action in your customer loyalty strategy, like purchase timing, offer responsiveness or product preferences. 

6. Make it easy to access 

Empower nontech teams with low-code tools so they can pull insights and act, all without having to wait on you or IT. 

Your customer loyalty program is only as smart as your data  

If your customer data isn’t working for you, it’s working against you (which is only slightly worse than not working at all). 

Transforming how you manage, activate and apply your customer data is a powerful start to building lasting loyalty. When your data is accessible, actionable and valuable, you unlock experiences that feel personal, timely and truly customer-first. 

Ready to see what modern customer data management actually looks like?  

Horizon, an all-in-one loyalty software from ITA Group, is built with data-driven personalization at its core. Watch a short video on how it helps brands unify customer insights, create real-time segments and deliver more meaningful loyalty moments, all without overloading your team. 

Horizon customer loyalty technology platform
Sarah VanDerHart
Sarah VanDerHart

With over 12 years of experiential marketing and strategy experience, Sarah serves as the Customer Solutions Insights and Strategy Leader. As a leader of award-winning marketing teams, she thrives on delivering results-driven strategies that align with market trends to build emotional connections between customers and brands. Outside of work, you'll find her hosting a fun gathering with friends, running around with her husband and their two young daughters, or cheering on the Iowa State Cyclones!