The problem
“We’ve got fifteen years of sales records, and no time to go through them.”
“A past customer rang up, and nobody knew they’d spent thousands with us before.”
“Our customers are spread across spreadsheets, inboxes and an old system.”
Every month that history sits untouched, the people in it drift further away, and a competitor who remembered them gets the sale.
A new CRM means moving everything across and learning yet another system, and a year later it is half used. A mailing to the whole list treats your best customers like strangers. Doing it by hand takes hours nobody has. So it never gets done.
The output
We do the digging. We bring your customer history together once, from sales records, old enquiries and customer emails, and join every person’s records into one clear picture: who bought what, when, and who has gone quiet. Then we match it against everyone who visits your website. When a past customer comes back and gets in touch, you know exactly who they are and what they bought before. Nothing is migrated, and you change nothing about how you work.
Before you decide
No. We take a copy of your records and you carry on exactly as you are.
It is held for your business alone and never shared.
No. That is normal, and bringing them together is our job, not yours.
It is priced on request. Start with the Website and Outreach Audit, which shows you what your customer history is worth before you commit to anything.
Exports of your customer and sales records. Nothing needs to be moved.
Website Visitor Intelligence, Returning Customer Recognition, Newsletter-to-Purchase and Wishlist and Match. If you have a CRM, we can connect to it by API, but you don’t need one.
On request
Next step
Years of customers brought together in one clear picture, and matched against the people on your website today.
Leave your email and we will tell you when Customer History Match is ready.