01 · Collect
Source integration
CRM, LinkedIn, Livechat, Callpage and Google Spreadsheet connected to Synerise via real-time API.
Case study · logistics and transport
An effective Data-Driven transformation of a leading logistics platform
For a leading European logistics platform, Persooa implemented and integrated the CDP platform (Synerise) with CRM systems on an international scale - unifying customer data and launching dozens of Marketing Automation & AI scenarios.
Client name kept confidential - the case is presented in anonymized form.
dozensautomation and integration scenarios
6+integrated data sources and channels
80 ptsscoring threshold routing a lead to the Contact Center
Globalinternational scale - multiple markets and languages
Client
Leading European logistics platform
Area
Data integration & Marketing Automation
Segment
B2B · transport, freight forwarding, shipping
Technology
AI-class CDP (Synerise) + Persooa
Starting point
Data scattered on an international scale
Faced with global expansion and a growing number of data sources, the client needed one, consistent view - across systems, markets and languages.
Customer data scattered across multiple systems and sources
No single, consistent view of the company and the employee
Different data formats hindering segmentation
Manual, non-repeatable data update processes
No automation for lead acquisition and scoring
Difficulty synchronizing data internationally
Persooa's solution
An integrated data platform powered by automation
We integrated the Synerise CDP with CRM and key sources, unified the data and launched advanced automation scenarios and analytics.
02 · Unify
Data unification
Normalization of formats (e.g. tax ID) and transformation of imported files - one, consistent customer data structure.
03 · Relate
Company-employee relationships
A relational model linking company profiles with employee data and attribute inheritance.
04 · Activate
Automation & scoring
User scoring based on interactions, tagging and campaign orchestration with lead handoff to the Contact Center.
Phased rollout
From data integration to advanced analytics
1
Integration and transformation
Phase I
- Synerise CDP deployment and CRM integration
- LinkedIn, Livechat and Callpage integration
- Data normalization and transformation
- First automation scenarios
2
Relationships and scoring
Phase II
- Company-employee relationship model in the CDP
- User scoring based on interactions
- Profile segmentation and tagging
- Lead handoff to the Contact Center
3
Analytics and scaling
Phase III
- Sales and marketing reporting and analytics
- Process monitoring and rapid error response
- Campaigns based on customer scoring
- Scaling to further markets and languages
Tactics deployed
Integrations and automations that unified the data
A set of integrations and scenarios that built a consistent customer view and automated lead handling across multiple channels.
Acquisition · LinkedIn
LinkedIn lead forms
Leads from LinkedIn go straight into Synerise - tagged and assigned to the right customer journey.
auto tagging and journey
Acquisition · Livechat/Callpage
Leads from chat and call-back
Data from Livechat and Callpage creates a new profile and triggers a separate communication journey.
2 acquisition channels
Data · Google Spreadsheet
Updates from spreadsheets
Information entered in Google Sheets automatically updates customer profiles in Synerise.
auto synchronization
Data · transformation
Format normalization (tax ID)
Unifying data formatting and transforming imported files into the Synerise structure.
1 consistent format
Profile · relationships
Company-employee model
Company and employee attributes with inheritance - precise identification of every employee.
360° relationship view
Scoring · Contact Center
Scoring and lead handoff
Every action is scored; once the threshold is crossed, a Contact Center rep reaches out to the client.
80 pts contact threshold
Campaign · report
Report download
A sequence of tagging, preference verification and report delivery with open-rate monitoring.
multi scenario stages
Results
Consistent data and higher operational efficiency
360°
one, consistent view of the company and the customer across systems, markets and languages - the foundation for scalable marketing and sales.
Effects of the data transformation
Customer data unificationcomplete
Lead acquisition automationdeployed
Company-employee relationshipsbuilt
International data synchronizationactive
One customer view
A consistent data structure across systems, markets and sources.
Automatic lead acquisition
LinkedIn, Livechat and Callpage feed Synerise in real time.
Scoring and prioritization
Interaction scoring routes the best leads to the Contact Center.
Company-employee relationships
A relational model with inheritance of company and employee attributes.
Clean, normalized data
Unified formats and automatic transformation of imports.
Analytics and monitoring
Sales and marketing reports and ongoing process monitoring.
We activate AI in e-commerce and turn scattered data into a consistent customer view, automation and measurable growth - in a Human + AI model.
- Persooa · Revenue Growth Agent
Frequently asked questions
FAQ - data integration and marketing automation in logistics
What did the logistics platform's Data-Driven transformation involve?
We integrated the CDP platform (Synerise) with the client's CRM systems on an international scale, unifying scattered customer data and launching dozens of automation and integration scenarios - using the Synerise and Persooa APIs.
Which data sources and channels were integrated?
Among others, CRM, LinkedIn (lead forms), Livechat, Callpage and Google Spreadsheet. Leads from these sources go into Synerise, get tagged, assigned to a journey and trigger the relevant automations.
How did lead scoring work?
Every customer activity (opening an email, filling in a form, downloading a file) was scored. Once a threshold was crossed (e.g. 80 points), the client's data went to the Contact Center, where a rep reached out directly.
What did the data unification and transformation involve?
We normalized formats (e.g. tax ID formatting) and implemented transformation of imported files into the Synerise structure, plus a company-employee relationship model with attribute inheritance - giving one, consistent view of the company and the customer.
What does Persooa do?
Persooa implements and activates AI in e-commerce - mainly on the Synerise platform - with a focus on a fast start and the first measurable results within 90 days. We combine strategy, data and execution in a Human + AI model: data integration, marketing automation, personalization and AI agents that translate into revenue growth.
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