Services

Offline Data Integration

Bridge the Gap Between Online & Offline Customer Journeys

Are your digital campaigns missing critical insights from in-store purchases, call center or sales team interactions, or B2B sales? Offline Data Integration connects your real-world customer data to your marketing analytics, so you can measure true ROI and optimize every touchpoint. Helix uses and enhances your collected offline data (CDP, CRM in-store, point of sales) and builds systems to integrate it with your online data.

Why You Need Offline Data Integration

Offline data integration

Signs Your Data Is Incomplete:

  • Your digital reports show conversions, but revenue doesn’t match
  • You can’t track in-store purchases driven by online ads
  • Call center or sales team interactions are invisible in your analytics
  • You’re undervaluing high-touch channels (e.g., B2B demos, in-person events)

What Disconnected Data Costs You:

  • Wasted ad spend (optimizing to incomplete conversion paths)
  • Missed opportunities (unable to retarget offline buyers online)
  • Frustrated leadership (digital and offline teams report conflicting numbers)

The Helix Offline Data Integration Process

01

Data Audit & Strategy

  • Identify offline data sources (POS, CRM, call logs, etc.)
  • Map key customer journeys (online → offline → repeat purchases)
  • Design a privacy-compliant identity resolution approach

02

Technical Implementation

  • Set up secure data pipelines (APIs, SFTP, ETL)
  • Configure offline conversion tracking (Google Ads, Meta, etc.)
  • Implement hashed customer matching (email/phone → digital IDs)

03

Activation & Insights

  • Build unified dashboards (online + offline performance)
  • Create offline conversion points in marketing platforms
  • Create custom audiences for retargeting offline buyers
  • Train teams on interpreting and activating cross-channel data

Deliverables You’ll Receive

Unified Performance Reporting

  • Accurate ROI by channel (including offline-driven revenue)
  • Customer journey maps spanning digital and physical touchpoints
  • Automated data refreshes (no manual uploads)

Technical Deliverables

  • Configured offline conversion points (Google, Meta, TikTok etc.)
  • Data transformation scripts for legacy systems
  • Documentation for your IT/ BI/ analytics teams

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Why Clients Choose Us

Omnichannel Specialists

We’ve integrated data for retailers, B2B, and service businesses.

Privacy-First Approach

Compliant with CCPA, GDPR, and platform policies.

Platform Specialists

Experts in the front and backends (APIs) of Google Analytics, Google Ads, Meta, Google Cloud and popular CRMs.

Ongoing Optimization

Quarterly audits to ensure data quality and implementation of new use cases.

Platforms We Work With

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