Customer data is the most important asset to any business.
You have CRM systems, automation tools, analytics platforms, and customer engagement solutions- but you still can’t get a complete view of your customers. At Helix, we help B2B companies align consistent, reliable customer data to optimize every stage of the customer journey.
Streamline Operations
Align teams with reliable data to reduce inefficiencies and improve collaboration for better performance.
Years of accumulating and duplicating data have made even simple tasks costly and time-consuming. Managing multiple, outdated copies of the same customer data has become a 'full-time job.' Even worse, you're paying for storage of duplicate and unusable records, further driving up costs.
At Helix, we help you create a 'customer master'—a single, consistent, and complete record of all contacts, accounts, leads, or other key data. This unified data set can be seamlessly integrated across all your applications. Whether you're using reporting tools like Tableau, Domo, Power BI, or standard CRM reports, we ensure your source data is accurate and readily accessible.
Enhance Customer Experience
Reliable data leads to personalized customer interactions, improving satisfaction and loyalty.
Whether you're focused on orchestrating demand generation, personalizing customer journeys, or implementing an ABM strategy, we streamline the process by consolidating fragmented account data into a unified view. This consolidated data can be quickly integrated into your existing systems without the need to rebuild underlying source applications.
We develop custom account matching logic tailored to your business needs, along with advanced fuzzy matching to enhance accuracy. These matches can be automated within your lead process and seamlessly pushed into your CRM or marketing automation platforms. This enables businesses to adopt a more holistic account-based approach, moving beyond the traditional lead vs. contact model.
Stay Compliant
Reduce the risks of email compliance.
Enable privacy and regulatory compliance through detailed mapping and tracking of user preferences. We work with you to determine applicable regulations — including the European Union’s (EU) General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA) to determine the state of compliance. Our team will update, de-dupe, and create data governance rules to keep user preferences synchronized across all applications to ensure compliance.
Proactive Issue Resolution
Resolve data inconsistencies early to prevent disruptions in operations and customer service.
Gain deeper insights into your customers before reaching out—whether identifying those at risk of churn or connecting them to the products they own. By integrating data from multiple sources, such as product ownership, purchase history, usage patterns, and support tickets, we enable highly personalized targeting. This approach allows you to move beyond generic messaging and deliver tailored experiences that resonate with your customers.
Proven Expertise Across Business and Technology
Helix is a B2B technology consultancy dedicated to empowering businesses with clean, consistent data for smarter decision-making and improved customer experiences. We create customized data solutions that optimize each stage of the customer journey, aligning seamlessly with your business strategy, marketing technology, and go-to-market teams to deliver measurable results. With decades of expertise in marketing automation, B2B marketing, high-tech industries, revenue operations, demand generation, and executive leadership, our team is uniquely positioned to drive success for your business.
Ryan Vong, Founder & CEO
With over 20 years of experience, Ryan is a seasoned expert and thought leader in B2B marketing, specializing in demand generation, revenue operations, and marketing operations. He has a deep operational background in B2B marketing technology, including expertise in data, marketing automation platforms, demand infrastructure, and analytics. Ryan was the founder and CEO of Digital Pi, a globally recognized marketing automation agency that was acquired by Merkle/Dentsu in 2020.
Peter Liske, Chief Data Scientist
Peter has 25 years experiences as a software developer, product manager and data analyst. He most recently was at Digital Pi, overseeing data integration projects for client marketing applications and serving as the security and privacy officer. He has a background in data security as a product manager at ThreatMetrix and Vormetric, and in database and analytics as a product manager at Oracle.
Bob Ray, Founding Board Member and Strategic Advisor
Bob is a strategic advisor and board member to professional services and software companies in the marketing industry. Bob advises HELIX on growth and go-to-market strategies.
For the last three decades, Bob has worked in the marketing agency and technology marketing sectors managing global teams through strat-up to enterprise scaled businesses. He was most recently CEO of Merkle B2B and sat on the board of Stein IAS. In his career, he has worked with some of the most famous brands in the world including AWS, Oracle, Cisco, JP Morgan, and GE.
Let us help you ensure consistent and reliable customer data.
We specialize in the rapid integration of fragmented data silos at a significantly lower cost than traditional integration methods. Our team can simplify your martech stack, connect disparate tools and applications, and seamlessly integrate a new business division or subsidiary's martech stack, ensuring that all data is readily accessible and up-to-date.
If you're looking for ways to optimize your martech strategy, streamline your operations, and maximize your ROI, we would be happy to discuss your options with you.
