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Effective AI-Powered CRM Solutions for B2B & B2C:

Customer Engagement Solution & Strategy

In today’s digital era, customer engagement has evolved into true 1:1 communication, moving beyond one-size-fits-all messaging and traditional sender-receiver dynamics. AI-powered CRM systems unify customer interactions, enabling personalized relationships across multiple channels.

With the rise of data-driven customer management, businesses can now create meaningful, large-scale interactions that still feel personal. Advanced data technologies and AI-driven insights make personalized mass communication a reality, allowing brands to connect with wider audiences while maintaining individual relevance.

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Customer Relationship Management

Focus on needs and relationships

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Data-Driven-Marketing

Driving force and space opener in the “digital now”

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Customer Data Platform

Equipping marketers with full digital data power

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Consent Management

Important touchpoint as the basis of everything

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Personalization

Real relationship offers between brands & people

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Customer Feedback

Transformation of the entire value chain

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Customer Loyalty

A valuable element with offline impact

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Technologies

Customer engagement depends on technology

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What is Customer engagement

Customer engagement refers to the interactions and emotional connection between a brand and its customers across various touchpoints. It involves building relationships, fostering loyalty, and encouraging active participation through personalized experiences, communication, and value-driven interactions. Effective customer engagement leads to stronger brand affinity, higher retention, and increased customer satisfaction.

The goal is to create meaningful and lasting relationships that go beyond just transactions.

valantic and the digital transformation

Customer engagement in five words: One voice to the customer

Essentially, a transformation of your entire business is imminent – because “one voice to the customer” means becoming a one-touch front-office organization. All this really means is that all processes that are customer-facing in any way, shape or form (sales, customer service, marketing) will be even closer to customers and even more customer-centric in the future.

Let’s be real: The digital transformation seems to make everything more complex somehow. But complex does not necessarily mean complicated. With us, it certainly won’t be! Customer engagement – as an element of the “digital now” – is indispensable for CRM-based customer loyalty strategies at valantic.

We promise: It will be hard work but also a lot of fun. Customer engagement isn’t a castle in the sky any longer – but it will be cloud-based.

We offer a clear project lifecycle with a comprehensive support at each stage:

  1. 1

    Business Discovery (WHAT)

    We help customers identify pain points and define potential solutions at both operational and strategic levels through Discovery Workshops for Data-Driven Marketing & CRM.

  2. 2

    Formulating Requirements (HOW)

    We assist in sketching target solutions and scoping out technical and technological requirements that lead to sustainable and scalable outcomes.

  3. 3

    Evaluating Technologies (WHICH)

    We work closely with customers to explore various IT systems and tools, pre-select sellers, and organize tailored tool demonstrations to aid in decision-making.

  4. 4

    Implementation (HOW/WHEN)

    We facilitate the technological and organizational implementation of chosen tools, with a focus on evaluating time-to-value and optimizing internal resources for the best possible output.

  5. 5

    Go-Live, Hypercare & Optimization (AND)

    Finally, we offer consulting for MarTech evolution and organizational mindset changes, while monitoring essential KPIs at various levels to ensure long-term optimization and success.

Our success stories

Our project approach is designed to ensure a smooth transition and maximize the potential of new systems

  • Holistic strategy: integration into the customer experience strategy and “Digital Now”.
  • 360° customer view: use of offline data in an online context.
  • Goals: Customer loyalty and customer acquisition.
  • Valuable interactions: Meaningful interactions in a saturated market are crucial.
  • Creating a 360° customer profile by integrating multiple layers of data, technology, and customer experience touchpoints:
  • Holistic strategy: integration into the customer experience strategy and “Digital Now”.
  • 360° customer view: use of offline data in an online context.
  • Goals: Customer loyalty and customer acquisition.
  • Valuable interactions: Meaningful interactions in a saturated market are crucial.
  • Creating a 360° customer profile by integrating multiple layers of data, technology, and customer experience touchpoints:
  1. 1

    Touchpoints

    Various customer interaction points are considered, including websites/online shops, apps, stores, newsletters, customer service, loyalty programs, and global brand strategies.

  2. 2

    Capabilities

    A broad range of engagement methods is used, such as personalization, email marketing, app push notifications, print, phone communication, event planning, and ticketing.

  3. 3

    Data Collection

    This involves gathering data from devices, geo-data, on-site behavior, engagement, transaction data, benefit catalogs, and personal data to enrich the customer profile.

  4. 4

    Technology

    This supports customer data management with platforms like a 360° customer profile, ID stitching, segmentation, omnichannel campaigns, and customer relationship management (CRM). Additionally, a customer loyalty platform offers general program mechanics, rewards, benefits, triggers, and audience-specific touchpoints.

Everything will change The customer engagement revolution

Magic word: marketing. Digitalization brings with it a lot of novelty. Where the annual campaign used to take up a fixed period of time in the marketing schedule, parallel campaigns are now possible on demand. Because of a variety of channels and assets, messages and moments, the allocation of the target group in the funnel will have to be driven by real data in the future. Which aspect of the annual campaign gets shown will be determined between pull and push.

Individual customer journeys instead of campaigns based on the watering-can principle are the essence of customer engagement.

For and from customers – with love

B2C, B2B, B2E or B2X: The customer is always a human being.

And people have never fit well into standardized models.

With the help of a variety of digital touchpoints, channels and devices, as well as a solid data strategy, this new complexity holds a unique potential: the possibility to know our standing with customers in real time.

Every interaction is a favor on the part of your customers. And for us, it is always a signal. Even though the increased complexity through more comparability and easier access to different buying platforms gives customers more freedom and opportunities to decide against your brand: You can recognize that a purchase decision is imminent. And then you can maximize your chances.

The individual sub-disciplines will remain, but they will require a common operating model as part of a holistic strategy.

Photo of a smiling woman with a coffee cup talking to her two CX colleagues about Customer Experience.

A digital renaissance

Data is at the core of digital transformation.

One data silo rarely comes alone. That’s why 100 % (in words: one hundred per cent!) commitment is required when converting, building or expanding a robust but at the same time flexible data structure.

No stone will be left unturned. In our case, however, it is processes instead of bricks. And these changes will affect the entire company.

  • Marketing and sales processes must be thought of in an increasingly integrated way.
  • Aftersales and customer service processes are becoming essential elements of the customer experience.

Every one of our employees you will meet in the course of your project will be able to explain to you with contagious passion why customer engagement is the future.

Photo of a man's hands resting on the keyboard of his laptop.

Relevant content

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Nils Weber and Fabian Bologna discuss the evolving challenges in marketing, emphasizing the growing importance of data analysis alongside creativity. They explore how marketers can balance these aspects, rebuild consumer…

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Ready for the next level of customer engagements?

Just give us a call! Or tell us what you have in mind.

Nils Weber, Managing Director, Division Customer Experience

Hallo from Langenfeld

Nils Weber

Partner & Managing Director

valantic Division Customer Experience

+49 173 158 3002

Profile picture Geert Adams

Geert Adams

Managing Director

valantic Division Customer Experience

AI-Powered Customer Engagement

What is Customer engagement?

Customer engagement refers to the interactions and emotional connection between a brand and its customers across various touchpoints—now supercharged by AI-powered personalization, predictive insights, and real-time conversational intelligence.
It involves building relationships, fostering loyalty, and encouraging active participation through AI-driven personalized experiences, generative AI communication, and value-driven interactions tailored at scale. Effective customer engagement leads to stronger brand affinity, higher retention, and increased customer satisfaction.

The goal is to create meaningful and lasting relationships that go beyond just transactions.

valantic and AI-Driven digital transformation

Customer engagement in five words: One voice to the customer

Essentially, an AI-driven transformation of your entire business is imminent – because “one voice to the customer” means becoming a one-touch, AI-orchestrated front-office organization. All this really means is that all processes that are customer-facing in any way, shape or form (sales, customer service, marketing) will be even closer to customers, powered by predictive insights, real-time personalization, and AI automation in the future.

Let’s be real: The digital transformation seems to make everything more complex somehow. But complex does not necessarily mean complicated. With us, AI simplifies it – turning data chaos into intelligent, customer-centric orchestration. Customer engagement – as an AI-driven element of the “digital now” – is indispensable for CRM-based customer loyalty strategies at Valantic.

We promise: It will be hard work but also a lot of fun. Customer engagement isn’t a castle in the sky any longer – but it will be cloud-based and AI-powered, delivering hyper-personalized journeys at scale.

Our 5-Step Process: Delivering AI-First CX Strategy and Implementation

Delivering AI-First CX Strategy and Implementation

We offer a clear project lifecycle with a comprehensive support at each stage:

  1. 1

    Business Discovery

    We help customers identify pain points and define potential solutions at both operational and strategic levels through Discovery Workshops for Data-Driven Marketing & CRM.

  2. 2

    Formulating Requirements

    We assist in sketching target solutions and scoping out technical and technological requirements that lead to sustainable and scalable outcomes.

  3. 3

    Evaluating Technologies

    We work closely with customers to explore various IT systems and tools, pre-select sellers, and organize tailored tool demonstrations to aid in decision-making.

  4. 4

    Implementation

    We facilitate the technological and organizational implementation of chosen tools, with a focus on evaluating time-to-value and optimizing internal resources for the best possible output.

  5. 5

    Go-Live, Hypercare & Optimization

    Finally, we offer consulting for MarTech evolution and organizational mindset changes, while monitoring essential KPIs at various levels to ensure long-term optimization and success.

Our project approach: Smooth transition & maximum system potential

  • Holistic strategy: integration into the customer experience strategy and “Digital Now”.
  • 360° customer view: use of offline data in an online context.
  • Goals: Customer loyalty and customer acquisition.
  • Valuable interactions: Meaningful interactions in a saturated market are crucial.
  • Creating a 360° customer profile by integrating multiple layers of data, technology, and customer experience touchpoints:
  1. 1

    Touchpoints

    Various customer interaction points are considered, including websites/online shops, apps, stores, newsletters, customer service, loyalty programs, and global brand strategies.

  2. 2

    Capabilities

    A broad range of engagement methods is used, such as personalization, email marketing, app push notifications, print, phone communication, event planning, and ticketing.

  3. 3

    Data Collection

    This involves gathering data from devices, geo-data, on-site behavior, engagement, transaction data, benefit catalogs, and personal data to enrich the customer profile.

  4. 4

    Technology

    This supports customer data management with platforms like a 360° customer profile, ID stitching, segmentation, omnichannel campaigns, and customer relationship management (CRM). Additionally, a customer loyalty platform offers general program mechanics, rewards, benefits, triggers, and audience-specific touchpoints.

Our success stories

Everything will change: The AI customer engagement revolution

Magic word: marketing. Digitalization brings with it a lot of novelty. Where the annual campaign used to take up a fixed period of time in the marketing schedule, parallel, AI-driven campaigns are now possible on demand. Because of a variety of channels and assets, messages and moments, the allocation of the target group in the funnel will have to be driven by real-time, AI-optimized data in the future. Which aspect of the annual campaign gets shown will be determined between pull and push — orchestrated by predictive AI and behavioral triggers.

Individual, AI-driven customer journeys — instead of campaigns based on the watering-can principle — are the essence of customer engagement.

For and from customers – with love

B2C, B2B, B2E or B2X: The customer is always a human being.

And people have never fit well into standardized models.

With the help of a variety of digital touchpoints, channels and devices, as well as a solid data strategy, this new complexity holds a unique potential: the possibility to know our standing with customers in real time.

Every interaction is a favor on the part of your customers. And for us, it is always a signal. Even though the increased complexity through more comparability and easier access to different buying platforms gives customers more freedom and opportunities to decide against your brand: You can recognize that a purchase decision is imminent. And then you can maximize your chances.

The individual sub-disciplines will remain, but they will require a common operating model as part of a holistic strategy.

Photo of a smiling woman with a coffee cup talking to her two CX colleagues about Customer Experience.

A digital renaissance

Data is at the core of digital transformation.

One data silo rarely comes alone. That’s why 100 % (in words: one hundred per cent!) commitment is required when converting, building or expanding a robust but at the same time flexible data structure.

No stone will be left unturned. In our case, however, it is processes instead of bricks. And these changes will affect the entire company.

  • Marketing and sales processes must be thought of in an increasingly integrated way.
  • Aftersales and customer service processes are becoming essential elements of the customer experience.

Every one of our employees you will meet in the course of your project will be able to explain to you with contagious passion why customer engagement is the future.

Photo of a man's hands resting on the keyboard of his laptop.

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A woman wearing a black sweater and jeans holds a pair of jeans while browsing a stack of folded jeans in a clothing store.

From idea to strategy: the conception of a loyalty program

Designing a loyalty program in fashion retail is an art that requires strategic thinking and creative planning. In the second part of our comprehensive blog series, we explore the question…

Read it now Read it now
The MarTech Jungle: Customer Data Platforms (CDPs)

The MarTech Jungle: Customer Data Platforms (CDP)

Do you have access to customer data but don’t quite know how to transition from having them to actually using them? Then a Customer Data Platform (CDP) could be the…

Read it now Read it now
Young Businesswoman using digital tablet

Digital Now #09 – Technology killed the Marketing Star!…stimmt das, Nils Weber?

Nils Weber and Fabian Bologna discuss the evolving challenges in marketing, emphasizing the growing importance of data analysis alongside creativity. They explore how marketers can balance these aspects, rebuild consumer…

To our podcast! To our podcast!
Share your vision

Ready for the next level of AI-powered customer engagement?

Nils Weber, Managing Director, Division Customer Experience

Hallo from Langenfeld

Nils Weber

Partner & Managing Director

valantic Division Customer Experience

+49 173 158 3002