How to Get the Best Customer Data Platform for Your Business

Manage Your CDP RFP Process With Our Guide & Template

Customer data platforms can increase customer sales, improve customer retention, reduce marketing costs, and improve operational efficiency—to name just a few benefits. In short, a CDP can transform your business like never before. But with multiple solutions on the market and numerous stakeholders across teams, selecting a CDP can seem like a daunting process. How can you make sure you’re getting the best CDP for your business?

The request for proposal (RFP) is one way to ensure potential vendors can meet your business goals, align with your scalability and security requirements, and put you on the right path to business value. That’s why we’ve put together two comprehensive assets to help you navigate the RFP process.

The CDP RFP Guide

Our guide (PDF) will equip you with the knowledge and strategies necessary to create an RFP that will attract the best CDP vendors and streamline your selection process. From defining your objectives and scope to developing clear evaluation criteria, we will walk you through each step, sharing invaluable tips and best practices along the way. You’ll get actionable insights on:

• Six key steps for managing a successful RFP process
• Key capabilities that should be on your CDP vendor comparison checklist
• How a CDP will accelerate your business transformation
• And more

The CDP RFP Template

Covering more than 200 questions split across six critical evaluation categories, our customizable CDP RFP template (XLS) walks you through a discovery process that will ensure that you select the right CDP for your organization. You’ll be able to evaluate the CDP vendor’s:

• Technology expertise (including detailed capabilities for data management, identity resolution, AI/ML, reporting, analytics, segmentation, and activation) and potential for growth
• Data security, privacy, global compliance, encryption, auditing, and access control strategies
• Ability to handle consumer data at scale at a global enterprise level
• And more

Fill out the form to download both assets today!