Cracking the CDP Code: Your No-Nonsense Guide to Finding the Perfect Platform

Cracking the CDP Code: Your No-Nonsense Guide to Finding the Perfect Platform

When evaluating Customer Data Platforms (CDP) or writing a Request for Proposal (RFP) it can be hard to know where to start.

There are so many CDPs in the market, with many vendors making big promises that they can’t necessarily deliver. It’s easy to get lost in the CDP jungle. This technology is going to be the backbone of your customer data strategy, so choosing the right one is imperative.

After guiding thousands of companies (including some of your favorite Fortune 500 enterprises) through the CDP selection process, we’ve consolidated our learnings and tested processes into a CDP RFP Template that uses a simple 4-step process.

Here’s how you can get started:

• Step 1: Figure Out What You Actually Need. Nail down your goals, define what success looks like, and determine the type of CDP that best solves your challenges. Think things like AI capabilities, real-time needs, and making sure your customer data stays private and compliant.

• Step 2: Get Everyone on the Same Page. Start building your dream team of stakeholders, prioritize use cases that actually matter, and identify key technical requirements.

• Step 3: Craft an RFP That Gets Results. Our RFP Template is pre-populated with best practices and key business and technical questions you should consider having CDP vendors answer.

• Step 4: Pick a Winner. Verify that vendors can actually do what they claim, and ultimately choose a CDP that's the right fit for your unique business needs.

Grab our complete CDP RFP Template today. Good luck on your journey to selecting the right CDP for your business.