By Daniel Velasco Rallo – Strategic Planner
Every year, companies do the same thing: review sales, analyze figures, adjust budgets, and set goals. However, very few do what’s truly important: transform historical data into a real competitive advantage.
2025 is over. But the data it left behind—purchases, interactions, tickets, calls, campaigns, customer behavior—is now one of your company’s most valuable assets. The difference between growth and stagnation in 2026 won’t depend on how much you invest in advertising, but on how well you use the information you already have.
The problem: companies have data, but not intelligence
Most companies today have:
- A CRM
- An ERP
- Sales records
- Customer histories
- Call center data
- Billing bases
The problem is that all of that lives in silos.
These are facts… but they are not decisions.
This is where technologies like machine learning, artificial intelligence, OCR, and analytics platforms come in, allowing thousands of records to be transformed into concrete actions to sell more, retain customers, and optimize resources.
What kind of data from 2025 will actually help us sell more in 2026?
Not all data is created equal. The data that truly generates revenue is:
| Data type | What it reveals |
|---|---|
| Purchase history | Who buys, what they buy, and how often |
| Frequency | Who is loyal and who is about to leave |
| Average ticket | Which customers generate the most profit? |
| Channels (call center, WhatsApp, store) | Where to sell best |
| Claims and support | Who is at risk of abandonment? |
| Promotions redeemed | Which incentives actually work |
This data, when connected to an intelligent CRM and machine learning models, allows for predicting behaviors and designing personalized strategies.
From data to sales: how it works in practice
This is where many companies fall short.
“Viewing dashboards” is not enough.
In LMS we use an architecture that connects:
- OCR for digitizing tickets, invoices or receipts
- CRM to unify customer information
- Machine learning to detect patterns
- Loyalty programs to activate the user
- Call center and WhatsApp to execute the action
Real-life example:
The system detects that a B2B customer has reduced their purchase frequency by 35% in the last 3 months → a personalized offer is activated → the call center is notified → the customer receives an exclusive benefit → customer churn is prevented.
That’s data turned into money.
Why 2026 will be the year of hyper-personalization
Consumers no longer respond to generic promotions.
Thanks to artificial intelligence, it is now possible to create unique incentives for each customer:
- Dynamic discounts
- Repurchase bonds
- Benefits by category
- Offers by channel
- Behavioral Rewards
This is impossible without:
- A good CRM
- Clean data
- Automation
- Segmentation algorithms
Companies that do not adopt this approach by 2026 will be trapped in promotions that only destroy margins.
The role of call centers and WhatsApp in 2026
At LMS we see it clearly:
The call center is no longer just for support.
It’s a sales and customer loyalty engine.
Integrated into a loyalty program and a CRM, it allows:
- Activate dormant customers
- Explain the benefits
- Increase average ticket
- Recover shopping carts
- Accelerate decisions
And WhatsApp becomes the natural channel to close the deal.
Which companies will win in 2026?
Those who:
- Use your historical data
- Segment with machine learning
- They automate incentives
- Reward loyalty
- Measure everything with analytics
Not those that spend the most on advertising.
Do you want to implement one? Schedule a meeting here
At Loyalty Marketing Services, we design platforms that connect CRM, artificial intelligence, OCR, call centers, and loyalty programs into a single ecosystem that turns data into sales.
Do you want to use your 2025 data to grow in 2026?
Schedule a meeting with our team and we’ll show you how.
Version focused on Loyalty Programs
How to use your customer data to create a profitable loyalty program in 2026?
A loyalty program can no longer rely on generic points. By 2026, the most profitable programs will be those that use machine learning and CRM to reward the right customer, at the right time, with the right incentive.
The data from 2025 allows us to:
- Detecting who is loyal
- Who buys based on price?
- Who is about to leave
- Who generates the highest margin
- And create smart reward rules.
Frequently Asked Questions (FAQ)
What is a smart CRM?
It’s a CRM that not only stores data, but also connects it with analytics, machine learning, and automation to generate sales actions.
How does machine learning help you sell more?
It allows you to predict churn, detect high-value customers, and recommend personalized offers.
What is OCR and why is it key?
OCR allows you to digitize tickets, invoices, and physical receipts to integrate them into the CRM and loyalty program.
Is a call center still relevant?
More than ever. Integrated with data and loyalty, it becomes a direct channel for conversion and retention.
How long does it take to implement something like this?
A functional system can be operational in 6 to 12 weeks, depending on the scope.
