Insights & Resources: Case Study

Global Beverage Company – Customer Data Strategy

THE SITUATION: The organization managed hundreds of distributors, retail partners, and e-commerce channels across continents—each with their own CRM structures, POS integrations, and reporting standards. Redundant tools, conflicting definitions, and labor-intensive data preparation slowed insight generation and affected critical activities such as targeting, segmentation, promotion planning, and account performance measurement. Without a unified model, global campaigns could not be executed or evaluated effectively.

THE PROBLEM: The company faced deep structural and data governance challenges that made consistent customer insight nearly impossible, including:

  • Disconnected CRM, POS, distributor, and e-commerce data across regions
  • Inconsistent customer hierarchies and master data definitions
  • High cost of redundant tools, reports, and analytics processes
  • Slow insight generation due to manual data consolidation
  • Limited ability to run global campaigns or measure cross-market performance
  • No common architecture or governance standards