Marketing Science Platform

Marketing science from your CRM, ERP, sales, and campaign files.

Almonte Marketing Science Platform turns customer, account, sales, CRM, ERP, RAS, POS, ecommerce, inventory, route, and campaign data into segments, scores, forecasts, recommendations, dashboards, and AI-generated business intelligence.

Connect Data. Generate Intelligence. Drive Decisions.

  • Customer segmentation and lifetime value modeling
  • Churn, retention, and purchase propensity scoring
  • Campaign ROI, attribution, and audience recommendations
  • Lead, account, territory, and opportunity scoring
  • ERP, inventory, route, and distribution intelligence
  • AI-generated insight reports and next-best-action recommendations
CRM ERP RAS Sales files Campaign files POS Inventory Ecommerce CSV / Excel
Almonte Marketing Science Platform Clean, unify, model, reason
Segments Scores Forecasts Dashboards Recommendations Territory insights Activation files

From files to decisions

Built for businesses sitting on valuable customer and operational data.

Most companies already have the raw material: CRM exports, ERP records, sales history, campaign results, account files, ecommerce orders, POS data, warehouse data, inventory files, route data, and spreadsheets. The gap is turning that data into decisions. This platform exists to close that gap.

CRM files into customer intelligence ERP records into revenue opportunities Sales history into account prioritization Campaign results into budget recommendations Inventory data into smarter sales actions Route and territory data into growth plans Raw spreadsheets into executive-ready outputs

How it works

How the platform works

01

Connect or upload data

Start with CRM exports, ERP exports, RAS files, customer files, account files, sales transactions, invoices, campaign results, POS data, ecommerce orders, inventory data, warehouse files, route accounting data, ad platform exports, web analytics, Excel files, or CSV files.

02

Analyze, model, and score

Clean records, unify customers and accounts, segment audiences, score opportunities, detect risk, model lifetime value, forecast demand, analyze product movement, evaluate campaign performance, and surface revenue opportunities.

03

Act on recommendations

Receive audience lists, dashboards, lead scores, churn risk files, campaign insights, sales priorities, account recommendations, ERP/distribution reports, territory opportunities, forecasts, and AI-generated recommendation memos.

Platform modules

One platform. Multiple intelligence products.

Each module can be delivered as a standalone workflow, dashboard, model, report, or custom system. Together, they form a complete marketing science platform.

Customer Intelligence

Understand who your customers are, who matters most, who is at risk, and where growth opportunities exist.

Features

  • RFM segmentation
  • Customer lifetime value modeling
  • Churn risk scoring
  • Loyalty scoring
  • Customer health scores
  • VIP customer detection
  • At-risk customer groups
  • Retention opportunity detection

Example outputs

VIP customer list, churn risk list, CLV ranking, customer segment report, retention opportunity dashboard.

Audience Intelligence

Build smarter audiences for targeting, outreach, direct mail, digital campaigns, and growth planning.

Features

  • Audience builder
  • Lookalike modeling
  • Geographic targeting
  • Household profiling
  • Census and demographic overlays
  • Market sizing
  • Persona development
  • Segment expansion

Example outputs

Campaign audience file, lookalike profile, geographic opportunity map, audience sizing report, targeting recommendation memo.

Campaign Intelligence

Measure what marketing is working, what is underperforming, and where budget should go next.

Features

  • Campaign ROI analysis
  • Response analysis
  • Conversion analysis
  • Funnel analytics
  • Attribution modeling
  • A/B test reporting
  • Budget recommendations
  • Channel performance analysis

Example outputs

Campaign ROI dashboard, attribution report, budget allocation recommendation, conversion funnel report, A/B test summary.

Sales Intelligence

Help sales teams prioritize leads, accounts, territories, opportunities, and follow-up actions.

Features

  • Lead scoring
  • Opportunity scoring
  • Account prioritization
  • Pipeline analytics
  • Sales forecasting
  • Territory optimization
  • Win/loss analysis
  • Rep performance analysis

Example outputs

Lead score file, account priority list, territory performance report, sales forecast dashboard, opportunity recommendation report.

Revenue Intelligence

Find ways to increase revenue, improve margin, identify product opportunities, and strengthen customer monetization.

Features

  • Pricing analytics
  • Discount optimization
  • Product affinity analysis
  • Cross-sell recommendations
  • Upsell recommendations
  • Margin opportunity detection
  • Revenue leakage detection
  • Basket analysis

Example outputs

Cross-sell target list, upsell recommendation file, product affinity report, margin opportunity dashboard, pricing analysis memo.

Journey Intelligence

Understand how customers move from awareness to purchase, repeat purchase, loyalty, churn, and reactivation.

Features

  • Customer journey mapping
  • Touchpoint analysis
  • Channel performance
  • Drop-off detection
  • Experience scoring
  • Retention path analysis
  • Reactivation path analysis
  • Lifecycle stage classification

Example outputs

Journey map, drop-off analysis, retention path report, channel journey dashboard, customer lifecycle segmentation.

Predictive Intelligence

Use historical data to predict future customer, sales, marketing, and revenue behavior.

Features

  • Purchase propensity
  • Response propensity
  • Churn prediction
  • Renewal prediction
  • Demand forecasting
  • Future revenue modeling
  • Lead conversion prediction
  • Customer growth prediction

Example outputs

Propensity score file, churn prediction model, demand forecast dashboard, renewal risk report, future revenue forecast.

Decision Intelligence

Turn analysis into recommended actions for marketing, sales, retention, pricing, distribution, and growth.

Features

  • Next best action
  • Next best offer
  • Retention recommendations
  • Sales recommendations
  • Campaign targeting recommendations
  • Budget allocation suggestions
  • Customer prioritization
  • Action queue generation

Example outputs

Next-best-action file, campaign target recommendation, sales action list, retention recommendation report, budget allocation memo.

ERP & Distribution Intelligence

Turn ERP, RAS, inventory, route, warehouse, finance, order, invoice, and account data into commercial intelligence.

Features

  • Account-level sales analysis
  • Product and SKU performance
  • Brand and case volume analysis
  • Margin, discount, and promotion analysis
  • Route, territory, and rep performance
  • Inventory-aware sales recommendations
  • Accounts receivable risk scoring
  • Lost volume and white-space account analysis

Example outputs

Account growth opportunity list, product mix recommendation report, route dashboard, SKU velocity report, margin leakage report.

Inventory & Product Intelligence

Use product, SKU, inventory, warehouse, and transaction data to identify what is moving, stalling, or ready to promote.

Features

  • SKU velocity analysis
  • Product performance analysis
  • Inventory-aware campaign targeting
  • Out-of-stock impact detection
  • Slow-moving inventory detection
  • Reorder pattern analysis
  • Product mix optimization
  • Brand, category, and seasonal forecasting

Example outputs

SKU velocity dashboard, product opportunity report, slow-moving inventory list, stockout impact analysis, promotion recommendation file.

Territory & Route Intelligence

Analyze territories, account coverage, delivery routes, rep assignments, and geographic performance to find white space and growth.

Features

  • Territory performance analysis
  • Route performance analysis
  • Geographic sales analysis
  • Account coverage analysis
  • Sales rep assignment analysis
  • White-space territory detection
  • Regional churn detection
  • Market expansion planning

Example outputs

Territory opportunity map, route performance report, account coverage dashboard, growth opportunity list, white-space market report.

AI Marketing Copilot

Ask questions about your customer, sales, ERP, inventory, campaign, and operational data in plain English.

Features

  • Natural language analysis
  • Automated executive summaries
  • Insight generation
  • Chart explanation
  • Campaign recommendations
  • Customer segment summaries
  • ERP/distribution insight summaries
  • Board-ready narrative reports

Example outputs

AI-generated insight memo, executive summary, dashboard explanation, recommended campaign plan, distributor performance summary.

Data Monetization

Turn customer, audience, sales, product, and operational data into packaged opportunities, partner insights, and data products.

Features

  • Audience packaging
  • Partner analytics
  • Co-op marketing analysis
  • Retail media audience concepts
  • Clean-room-ready audience exports
  • Data product strategy
  • Supplier/distributor insight packaging
  • Category performance reporting

Example outputs

Audience product concept, partner analytics report, co-op analysis, clean-room export strategy, data monetization roadmap.

ERP / RAS / Distribution Intelligence

Built for CRM and ERP data.

The platform is designed for more than marketing lists. It can work with the operational systems where real business activity happens. CRM data shows relationships and activity. ERP and RAS data show transactions, invoices, products, inventory, territories, routes, pricing, discounts, margins, fulfillment, and account behavior. Combining them creates a stronger marketing science foundation.

CRM data can answer

  • Who are the customers?
  • What stage are they in?
  • Who has been contacted?
  • What opportunities exist?
  • What campaigns touched them?

ERP/RAS data can answer

  • What did they buy?
  • How often do they reorder?
  • Which products are growing?
  • Which accounts are declining?
  • Where are margins leaking?
  • Which routes or territories are underperforming?
  • Where is inventory limiting sales?

Combined intelligence can answer

  • Who should sales contact next?
  • What should we offer?
  • Which customers are at risk?
  • Which products should be promoted?
  • Which territories have white space?
  • Which accounts can grow margin or volume?
  • Which campaigns should be built from real purchase behavior?

Platform architecture

A shared data foundation powers every intelligence product.

The platform is designed around a shared customer and account data foundation. Once the customer, account, sales, ERP, campaign, inventory, route, and transaction data is cleaned and structured, each intelligence module can use the same foundation to create dashboards, models, scores, recommendations, files, reports, and AI-generated summaries.

AI Marketing Copilot
Decision Intelligence
Predictive Models
Customer Intelligence Audience Intelligence Campaign Intelligence Sales Intelligence Revenue Intelligence Journey Intelligence ERP & Distribution Inventory & Product Territory & Route
Customer & Account Data Hub
CRM ERP RAS POS Sales files Campaign files Ecommerce Inventory Warehouse Routes Finance Ad platforms Web analytics CSV / Excel uploads

Use cases

Use the platform to answer the questions marketing, sales, operations, and leadership teams already ask.

Find high-value customers

Question: Which customers are worth the most?

Output: CLV ranking, VIP list, segment summary.

Identify churn risk

Question: Which customers are likely to disappear?

Output: Churn risk score, retention list, recommended action.

Build campaign target lists

Question: Who should receive the next campaign?

Output: Audience file, targeting logic, campaign recommendation.

Score sales leads and accounts

Question: Which leads or accounts should sales prioritize?

Output: Lead score, account score, opportunity score, next action.

Measure marketing ROI

Question: Which campaigns are actually working?

Output: ROI dashboard, channel analysis, attribution summary.

Forecast demand

Question: What sales or demand should we expect next?

Output: Forecast dashboard, trend analysis, planning memo.

Recommend next best offers

Question: What should we offer each customer next?

Output: Offer recommendation file, cross-sell and upsell list.

Optimize territories

Question: Are sales territories aligned with opportunity?

Output: Territory performance report, opportunity map.

Analyze ERP and sales order data

Question: Which accounts, products, regions, or reps are driving growth or decline?

Output: ERP intelligence dashboard, account trend report, product performance report.

Detect underperforming routes or regions

Question: Where are we losing momentum?

Output: Regional performance dashboard, route performance report, diagnosis memo.

Identify inventory-constrained sales opportunities

Question: Where is inventory affecting revenue or campaign planning?

Output: Stockout impact report, product recommendation file, inventory-aware campaign list.

Generate executive insight reports

Question: What should leadership know?

Output: AI-generated executive summary, charts, recommended actions.

Example outputs

Usable business artifacts, not just dashboards.

Every workflow should produce a practical output a team can use immediately: a file, report, dashboard, recommendation list, forecast, action queue, or AI-generated business memo.

Customer segment report Campaign ROI dashboard Lead scoring file Account scoring file Churn risk list Customer lifetime value ranking Audience export Sales opportunity report Territory optimization report Route performance report ERP/distribution intelligence report Product affinity report Product/SKU velocity dashboard Cross-sell and upsell target file Demand forecast dashboard Inventory-aware campaign list Margin leakage report Out-of-stock impact report Accounts receivable risk file AI-generated recommendation memo Executive summary deck Board-ready insight report CSV activation file for campaigns

Data inputs

Data the platform can work with

Start with the systems and files your business already uses: CRM, ERP, RAS, POS, sales, campaign, ecommerce, inventory, finance, warehouse, route, and operational data.

CRM exports ERP exports RAS exports Encompass exports NetSuite exports Microsoft Dynamics exports SAP Business One exports Sage exports Acumatica exports QuickBooks exports Odoo exports Customer files Account master files Sales transactions Invoices Order history Product/SKU files Brand files Category files Campaign results Email engagement data POS data Ecommerce orders Product purchase history Account lists Territory files Route accounting files Delivery files Warehouse files Inventory files Pricing files Discount files Promotion files Accounts receivable files Ad platform exports Web analytics Call center data Service tickets Loyalty data Excel files CSV files

Productized services

Productized intelligence services

Each module can be delivered as a focused service or combined into a larger marketing science system.

Campaign Intelligence Workflow

  • Campaign file analysis
  • Response and conversion analysis
  • ROI analysis
  • Attribution summary
  • Audience recommendations
  • Budget recommendation memo
Request Campaign Intelligence Workflow

Sales Intelligence Workflow

  • Lead and account scoring
  • Pipeline analysis
  • Opportunity prioritization
  • Territory review
  • Sales forecast
  • Recommended action list
Request Sales Intelligence Workflow

ERP & Distribution Intelligence Workflow

  • ERP/RAS file analysis
  • Account-level sales analysis
  • Product/SKU performance
  • Territory and route analysis
  • Margin and discount review
  • Inventory-aware recommendations
  • Distributor executive summary
Request ERP Intelligence Workflow

Inventory & Product Intelligence Workflow

  • Product/SKU velocity analysis
  • Inventory movement analysis
  • Slow-moving product detection
  • Out-of-stock impact analysis
  • Product mix recommendations
  • Inventory-aware campaign list
Request Inventory Intelligence Workflow

Full Marketing Science Platform Buildout

  • Data foundation
  • Customer and account data hub design
  • CRM/ERP/RAS workflow planning
  • Multiple intelligence modules
  • Predictive models
  • Dashboards
  • AI-generated insight reports
  • Custom workflows
Request Platform Buildout

Security and data handling

Built for sensitive business data

CRM, ERP, customer, sales, inventory, finance, and operational files often contain sensitive information. The platform should be designed with privacy, permissioning, and controlled data handling in mind from the start.

Marketing science workflows often involve customer records, account data, purchase history, sales activity, campaign engagement, ERP exports, invoices, inventory records, territory data, route data, financial fields, and operational information. Almonte Technology can design workflows around secure intake, limited access, structured outputs, and business-specific handling requirements.

  • Secure workflow intake planning
  • Controlled file access
  • Privacy-conscious data processing
  • Output-only delivery when needed
  • Custom retention requirements
  • Human review before activation
  • No public exposure of uploaded data
  • Scoped access for ERP and RAS data
  • No direct system integration without approval
  • No live file upload unless secure infrastructure exists

From raw customer and operational files to decision-ready intelligence

Turn customer and operational files into a marketing science system.

Send the data you have and the business question you need answered. Almonte Technology can build a custom workflow that turns CRM, ERP, RAS, sales, campaign, inventory, and customer files into intelligence your team can use.

Workflow request

Request a Marketing Science Workflow

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