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Relevate AI Data Hub brings CRM records, transaction history, campaign response, and prospect data into one enriched, persistent foundation. Sales, marketing, and Relevate’s AI then work from the same view of who your customers are and who should come next, without replacing the CRM or systems you already run.
Customer records sit in the CRM. Purchase history lives in order or ERP systems. Campaign responses stay in marketing tools, and prospect lists arrive as one-off files. Each source has its own formats, IDs, and definition of a customer, which makes it hard to know how many customers you really have or who to pursue next.
Data Hub connects those records into persistent profiles your teams can trust. Every audience, analysis, and prospect list then starts from the same foundation instead of another round of exports and manual matching.
Bring together CRM records, customer lists, transaction history, campaign response, and website and conversion data from the systems you already run. Each source gets a place in one structure, without rebuilding or migrating the tools that produce it. Native connectors and file-based onboarding options to be confirmed.
Standardize names, addresses, and fields, remove duplicates, and connect every record to a persistent identity. A household or business that appears in four systems becomes one profile, so counts, segments, and reports stop contradicting each other.
Add depth from Relevate’s library of 1,500+ consumer and B2B attributes, plus calculated traits such as lifetime value or last purchase date. Thin CRM records gain the context needed to understand who your best customers are and who resembles them.
Turn unified profiles into audiences and segments for Relevate’s prospecting, analytics, and campaign activation, and send them back to the CRM and channels your teams already use. Better inputs mean sharper targeting, prioritization, and measurement downstream.
Data Hub takes first-party data from the systems you already run, connects it to persistent identities, and enriches it with Relevate’s attribute library. The result is available to every audience, analysis, and campaign across the platform.
From “how many customers do we actually have?” to “who should we pursue next?” Data Hub connects records, identities, and attributes, so questions that used to require exports and manual matching get straight answers.
Data Hub works alongside the CRM, order systems, and marketing tools your team already uses. It connects what they hold into profiles every Relevate capability can use, without a warehouse project or a platform migration.
Tell us where your customer, transaction, and prospect data lives today. We’ll show you how Data Hub resolves and enriches it into persistent profiles, and what your sales and marketing teams could do with one trusted view, alongside the CRM and systems you already use.
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