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ActionIQ RealCDP Audit Report (ActionIQ)

ActionIQ supports both B2C and B2B enterprises across a variety of industries with a SaaS platform hosted in AWS.

Credit Company Case Study (FirstHive)

A leading credit company needed to integrate user data across several channels. FirstHive details how their CDP solved the problem and helped increase lead acquisition.

Insurance Company Case Study (FirstHive)

An insurance company struggled to work with siloed data across multiple channels. Learn how FirstHive created better CX by integrating the data.

Insurance Case Study (FirstHive)

A leading insurance provider was wasting resources on poor quality leads. Learn how FirstHive helped them cut costs with personalized customer journey orchestration.

Why are more and more brands looking for a CDP? (FirstHive)

Many companies wonder how a customer data platform can help them. FirstHive explains what a CDP is and provides common use cases.

The secret sauce of putting your policy renewals on auto-pilot (FirstHive)

Why does insurance marketing fail when it comes to renewing policies? FirstHive explains how to avoid this trend.

The Ultimate Guide to Preparing Your Marketing for a Cookieless World (Relay42)

Relay42’s in-house experts share best practices to help digital experts get ready for a cookieless world.

Adobe RealCDP Audit Report (Adobe Real-Time CDP)

Adobe Real-Time CDP meets all core RealCDP certification requirements.

Industry Update July 2022 (CDP Institute)

What’s the latest in the CDP industry? This report from the CDPI tells you everything.

Build or Buy: What’s the Right Customer Data Management Approach for Your Business? (Acquia CDP)

Leveraging customer data is crucial to successful marketing efforts. Acquia explains how to find the best management solution for your needs.

Twilio Segment RealCDP Audit Report (Twilio Segment)

Twilio Segment meets all RealCDP certification criteria with the Segment Customer Data Platform (CDP) that supports B2C, B2B, and B2B2C companies.

Lexer RealCDP Audit Report (Lexer)

Lexer’s CDP supports primarily Retail-focused B2C companies with some B2B solutions in place.

Retail Bank Case Study (Celebrus)

A bank wanted to retarget potential customers who viewed its products online without progressing to a purchase. See how the Celebrus CDP used personalization to generate $3 million profit from additional sales.

Online Retailer Case Study (Celebrus)

A retailer wanted to unify their customer data across all channels. Celebrus details how its CDP made this possible.

Large Insurance Group Case Study (Celebrus)

An insurer with 13 million customers wanted more accurate models to drive advertising spend. Learn how the Celebrus CDP increased conversion rates, marketing efficiency, and ROI.

Are you getting the value you expect from your MarTech investments? (Celebrus)

A robust data model is fundamental to effective data orchestration. Celebrus details how to make sure your martech stack meets the challenge.

Three Steps to Hyper-personalization (Celebrus)

Understanding every customer is essential to providing personalization. Celebrus explains how to acquire, analyze, and activate the data you need.

Visibility detection: Conquering the last mile in real-time personalization (Celebrus)

Visibility is important to effective real-time personalization. Celebrus explains how to make sure your martech stack delivers it.

BlueConic RealCDP Audit Certificate (BlueConic)

BlueConic is entitled to be known as a RealCDP and authorized to display the RealCDP badge for successfully completing a comprehensive evaluation and providing satisfactory proof that meets all qualifications set forth by the Customer Data Platform Institute.

Why Your Customer Data Platform (CDP) Should be the Data Warehouse (Hightouch)

Implementing a standalone CDP can take months. Hightouch explains how adding CDP functionality to a data warehouse can allow you to optimize your data much faster.

The Implementation-Free CDP: 4 Ways Marketing Teams Can Move Faster with Data (Hightouch)

Major brands are using Reverse ETL to speed up CDP implementation time and improve collaboration between teams. Hightouch details the many ways it can help you use your data effectively.

Privacy to Market: Regional privacy – LATAM (Digital Smart Consulting)

Presented by Pablo Cousiño Espinoza, Executive V.P., Digital Smart Consulting

4 Types of CDP: Which is Right For You? (Relay42)

The customer data platform marketplace has exploded recently. Relay42 helps you distinguish between the various options.

Privacy to Market: Regional privacy – LATAM (Digital Smart Consulting)

Presented by Pablo Cousiño Espinoza, Executive V.P., Digital Smart Consulting

Privacy to Market: Benefits & Risks of Biometric and Geolocation Data (Acxiom)

Presented by Jordan Abbott, Chief Privacy Officer, Acxiom

Privacy to Market: Marketing and Web 3.0 (CDP Institute)

Presented by Gerrie Smits, Owner, Left Right Centre

Privacy to Market: Regional privacy – Asia Pacific (Hansa Cequity)

Presented by Ajit Anantharaman, Chief Information Security Officer, Data Protection Officer, Hansa Cequity

Privacy to Market: Privacy-Safe Marketing on Devices and Apps (WireWheel)

Presented by Rick Buck, Chief Privacy Officer, WireWheel

Privacy to Market: Regional privacy – Europe & UK (Tealium)

Presented by Julian Llorente Perdigones, Director of Product – Data Privacy, Tealium

Privacy to Market: Cookieless Marketing on the Web (Oracle)

Presented by Adrian James, Marketing Data Specialist, Oracle

Privacy to Market: Why Children’s Privacy Matters to Your Business (Children’s Advertising Review Unit (CARU))

Presented by Mamie Kress, Vice President, Children’s Advertising Review Unit (CARU), BBB National Programs

Privacy to Market: Find and Fix Data Privacy Gaps (Accenture Interactive)

Presented by Susan LaDoux, Data Architecture Manager, Accenture; and Fredrick Maurer, Principal Director, Accenture

Privacy to Market: Regional privacy – United States (Treasure Data)

Presented by James Riseman, Director of Product Marketing, Treasure Data

Privacy to Market: Why Children’s Privacy Matters to Your Business (CDP Institute)

Presented by Mamie Kress, Vice President, Children’s Advertising Review Unit (CARU), BBB National Programs

Privacy to Market: Benefits & Risks of Biometric and Geolocation Data (Acxiom)

Presented by Jordan Abbott, Chief Privacy Officer, Acxiom

Privacy to Market: Regional privacy – Asia Pacific (Hansa Cequity)

Presented by Ajit Anantharaman, Chief Information Security Officer, Data Protection Officer, Hansa Cequity

Privacy to Market: Privacy-Safe Marketing on Devices and Apps (WireWheel)

Presented by Rick Buck, Chief Privacy Officer, WireWheel

Privacy to Market: Regional privacy – Europe & UK (Tealium)

Presented by Julian Llorente Perdigones, Director of Product – Data Privacy, Tealium

Privacy to Market: Regional privacy – United States (Treasure Data)

Presented by James Riseman, Director of Product Marketing, Treasure Data

Privacy to Market: Find and Fix Data Privacy Gaps (Accenture Interactive)

Presented by Susan LaDoux, Data Architecture Manager, Accenture; and Fredrick Maurer, Principal Director, Accenture

Privacy to Market: Marketing and Web 3.0 (CDP Institute)

Presented by Gerrie Smits, Owner, Left Right Centre

Privacy to Market: Cookieless Marketing on the Web (Oracle)

Presented by Adrian James, Marketing Data Specialist, Oracle

Transforming Customer Data into Insights (Acquia CDP)

Brands need to maintain relationships with customers across a variety of channels. Acquia details how a CDP can help.

Customer Data Platform Implementation Guide (Acquia CDP)

Implementing a new CDP can be challenging. Acquia provides tips to make it easier.

Total Economic Impact of Acquia CDP (Acquia CDP)

The Acquia CDP provides a unified customer view, advanced segmentation, and more. Learn all about it in this Forrester TEI report.

The State of Customer Journey Management (Treasure Data)

Providing great customer journeys is crucial to improving revenue and increasing growth. Treasure Data explains how a CDP can help.

Turn Data in Action with TCS AI-powered, Customer Analytics and Real-time CDP (TCS)

Discover how TCS Customer Intelligence & Insights™ (CI&I), an AI-powered customer analytics and real-time CDP software, captures data from multiple sources and converts it into insights and actions.

TCS Customer Intelligence & Insights Retail (TCS)

Is your shopping interaction with your customers truly personalized? TCS Customer Intelligence & Insights™ (CI&I) goes beyond horizontal analytics with pre-built, industry-specific use cases.

AI-Driven Personalization Drives Emotional Loyalty (TCS)

Discover how TCS Customer Intelligence & Insights™ (CI&I) next-gen loyalty solution helps retailers deliver hyper-personalized customer experiences.

How Machine Learning Enables Digital Experts to Break Through the Data Bottleneck? (Relay42)

Companies with a new CDP face the challenge of how to effectively use their user profiles. The CDPI and Relay42 explain how machine learning can help.

The business case behind a Customer Data Platform (CDP) (FirstHive)

Customer data creates value to businesses in many ways. FirstHive details how a CDP helps you maximize this value.

2022 Digital Consumer Trends Index (Cheetah Digital)

Consumer behaviors are shifting faster than ever. This global report from Cheetah Digital will help you meet expectations.

Navigating the digital world without third-party cookies (SAS)

The third-party cookie era is coming to an end. Learn how the SAS CDP can give you a significant headstart in this new marketing world.

SAS Real-Time CDP Demo Video (SAS)

Want to see for yourself what SAS can do?

Customer Journey Management by SAS (SAS)

Watch this video to learn how SAS Customer Intelligence 360 enables brands to manage the customer journey for personalized relevance across every interaction.

SALESmanago Demo (SALESmanago CDP & Marketing Automation)

The latest video overview of SALESmanago AI powered CDP & Marketing Automation Platform.

New Menu (SALESmanago CDP & Marketing Automation)

In order to radically enhance your experience with our system, we redesigned its interface from the ground up.

Customer Preference Center (SALESmanago CDP & Marketing Automation)

Create a true sense of intimacy with your buyers by gathering Zero Party Data with this new feature.

10 cool capabilities of SALESmanago AI CDP & Marketing Automation Platform (SALESmanago CDP & Marketing Automation)

Discover what the SALESmanago CDP can do.

The Complete Guide to Marketing Automation in Ecommerce (SALESmanago CDP & Marketing Automation)

Marketing automation is a key part of the ecommerce technology stack. SALESmanago details the most important features and best practices.

The Ultimate marketer’s guide to Customer Data Platforms (SALESmanago CDP & Marketing Automation)

The era of the cookieless world is emerging. SALESmanago explains why a CDP can replace a CRM system to meet new challenges.

Customer Data Platform Industry in EMEA January 2022 (Treasure Data)

The customer data platform industry entered a new stage of maturity in late 2021. This report from the CDPI and Treasure Data details unique trends and makes predictions for growth in the EMEA region.

Customer Data Platform Industry in APAC January 2022 (Treasure Data)

Interest in customer data platforms grew immensely in the APAC region in 2021. This report from the CDPI and Treasure Data explains what makes this region unique for the industry.

Getting the Best CDP Starts with the Right RFP (Zeta)

In this whitepaper, the CDPI and Zeta explain how to optimize the CDP selection process by building an RFP that asks the right questions and accompanying it with other important steps.

Data Ethics & Customer Preference Management (SALESmanago CDP & Marketing Automation)

Organizations and companies need to set data security standards to build customer trust. SALESmanago explains how to meet privacy needs.

10 success stories of World’s largest brands implementing Customer Data Platform and Marketing Automation (SALESmanago CDP & Marketing Automation)

Companies in many industries can benefit from a CDP. See how these SALESmanago clients met their goals.

Yves Rocher Case Study (SALESmanago CDP & Marketing Automation)

A cosmetics company needed to increase personalization across channels. Read about how SALESmanago used segmentation to significantly improve efficiency.

Isuzu Case Study (SALESmanago CDP & Marketing Automation)

An official reseller of engine parts wanted to build customer loyalty. Learn how the SALESmanago CDP created 31% conversion on qualified leads.

SALESmanago Product Profile (SALESmanago CDP & Marketing Automation)

Omnichannel experience is more important than ever. SALESmanago details how its CDP uses AI for seamless execution.

Don’t panic: A marketer’s guide to customer data security (Bloomreach)

With data privacy fines on the rise, marketers need to pay more attention than ever to security. Bloomreach details how to navigate and comply with the various regulations.

Cookieless Marketing Cookbook (Bloomreach)

Data privacy is increasingly important to customers choosing where to do business. Bloomreach explains the basic practices that lead to better CX and more marketing success.

Kickstart 2022 (Bloomreach)

The shopping landscape has permanently changed as more and more people shop online. This Bloomreach guide details how to take advantage of this shift.

Tealium RealCDP Audit Report (Tealium)

The Tealium Customer Data Hub (CDH) is made up of 5 modules: TiQ Tag Management; EventStream API Hub; AudienceStream CDP; DataAccess; and PredictML.

Yves Rocher Case Study (Bloomreach)

A global cosmetics brand wanted to go beyond generic recommendations to its customers. Learn how Bloomreach guided them to an 11x increase in purchase rate.

Sofology Case Study (Bloomreach)

A retailer of sofas and chairs wanted to offer personalization to its customers. Read on to learn how Bloomreach led them to an increase in email open and click rates.

Interflora Case Study (Bloomreach)

A market leader in the global flower industry wanted to replace its multiple legacy systems with a single customer view. Learn how Bloomreach made it possible.

TCS RealCDP Audit Report (TCS)

TCS CI&I CDP supports B2C companies in select industries with a platform that can be hosted in a public cloud, private cloud or on-premise. By downloading this item, I agree that Tata Consultancy Services can use my contact information for the purpose of sending me details about their products, services and events. The processing of your data by TCS will be in accordance with the TCS Privacy Notice and you can unsubscribe any time by following the guidelines in the Privacy Notice.

Banking: Open to Changing Customer Needs (NGDATA)

What factors are most important to customers when it comes to banking? This survey from NGDATA has the answers.

Blueshift RealCDP Audit Report (Blueshift)

Blueshift’s SmartHub CDP is delivered and operates as a unified set of capabilities (rather than a suite of modules).

Third-Party Cookie Death: How Sports Organizations Can Turn This in Their Favour (Data Talks)

The coming deprecation of third-party cookies is impacting every facet of marketing in every industry, including sports. Data Talks details how to optimize CX with other types of data.

The Ultimate GDPR Checklist for Sports Organizations (Data Talks)

Sports organizations need to handle data carefully. Data Talks explains what steps to take to do so.

Customer Data Platform Decision Tree (Data Talks)

Different businesses need different martech tools to get the most out of their data. This infographic from Data Talks helps you find the right tools for your needs.

Vendor Privacy Survey Report (CDP Institute)

Can a CDP replace your Consent Management Platform?  The CDP Institute analyzed capabilities of 40+ vendors to find the answer to this and other important questions.

NGDATA RealCDP Audit Report (NGDATA)

To more effectively ingest, store, manage, and distribute data, NGDATA segments data into two types: 1) Interaction Store data which captures customer interactions as immutable events overtime in HDFS and 2) Entity Store data which ingests client data from 1st, 2nd, and 3rd party data sources in HBase.

Zeta Global RealCDP Audit Report (Zeta)

Zeta CDP+ supports both B2C and B2B companies across a wide variety of industries with a SaaS offering hosted in AWS.

Enterprise Customer Data Platforms for Dummies (Treasure Data)

An enterprise CDP can help marketers leverage all of their customer data. Treasure Data details what you need to know about this tool.

Dun & Bradstreet RealCDP Audit Report (Dun & Bradstreet)

D&B Rev.Up ABX CDP supports B2B companies with a cloud-based (AWS) SaaS platform designed to help business (non-technical) users improve marketing and sales efforts in a no-code environment.

Teavaro RealCDP Audit Report (Teavaro)

Teavaro supports B2C companies with a cloud-based (AWS) SaaS platform that integrates data of any type into a unified customer profile and stores full histories on customers and prospects in MongoDB and Postgres databases.

Redpoint Global RealCDP Audit Certificate (Redpoint Global)

Redpoint Global is entitled to be known as a RealCDP and authorized to display the RealCDP badge for successfully completing a comprehensive evaluation and providing satisfactory proof that meets all qualifications set forth by the Customer Data Platform Institute.

Relay42 RealCDP Audit Report (Relay42)

Relay42 provides a solid CDP solution for B2C companies in a wide variety of industries.

Microsoft RealCDP Audit Certificate (Microsoft Dynamics 365 Customer Insights)

Microsoft Dynamics 360 Customer Insights is entitled to be known as a RealCDP and authorized to display the RealCDP badge for successfully completing a comprehensive evaluation and providing satisfactory proof that meets all qualifications set forth by the Customer Data Platform Institute.

mParticle RealCDP Audit Report (mParticle)

mParticle supports a wide variety of B2C companies in North America, EMEA and APAC (6 offices globally) with a cloud-based SaaS platform hosted in AWS.

FirstHive RealCDP Audit Report (FirstHive)

FirstHiveCDP supports B2C and B2B companies with a SaaS CDP platform that can be either cloud-based or on-premise.

How Brands Can Thrive in 2022 (Zeta)

In this ebook, Zeta combines the industry’s most prominent leaders’ insights and predictions with research and data to prepare marketers for 2022.

Cheetah Digital RealCDP Audit Report (Cheetah Digital)

Cheetah Digital’s Customer Engagement Suite supports both B2C and B2B companies (and B2B2C) with a cloud-based (AWS) SaaS platform that is robust, flexible and easy-to-use.

Amperity RealCDP Audit Report (Amperity)

This CDP system is an Enterprise level CDP for B2C companies and comes in four modules.

Algonomy CDP Brochure (Algonomy)

Giving customers a personalized experience is more important than ever. Algonomy details how its CDP helps its clients achieve this and related goals.

Large American Supermarket Chain Case Study (Algonomy)

A privately-owned supermarket chain wanted to improve customer engagement. Read about how the Algonomy CDP used data to increase digital account growth and revenue.

Consum Case Study (Algonomy)

Siloed data kept a large grocery chain from implementing omnichannel personalization. Learn how Algonomy made it possible.

Data Quality for Marketers (Redpoint Global)

Business decisions rely on quality data. The CDPI and Redpoint Global explain how marketers can meet the challenge.

2022 State of the CDP: The Art of What’s Possible (Tealium)

Tealium surveyed over 1000 marketers and business professionals globally to see how they’re leveraging a CDP to future-proof their organization. Check out the report to learn more.

An overview of mParticle (mParticle)

Learn what mParticle is and how it can help your team simplify your customer data infrastructure today!

Real-time Done Right: From Customer Insights to Customer Engagement (NGDATA)

Today’s customers expect immediate reactions across every channel. The CDPI and NGDATA explain how companies can meet this expectation.

CDP Use Cases: What Users Want (CDP Institute)

The CDPI’s Use Case Generator helps users define their CDP requirements. This report analyzes aggregate results to show what matters most to users.  Find out which data sources, CDP features, result measures, and use case goals are most common, and how to use this information to improve CDP results.

The Business Case for Data Usability (Zeta)

In this ebook, Zeta explores the key elements of data usability and provides criteria to identify solutions that will help you unlock more value from data.

How to Revolutionize Hotel Operations with a Customer Data Platform (Cendyn)

Hoteliers have more data points than ever across their tech stacks. Cendyn explains how a CDP can help them use all of the data points effectively.

4 Ways to Use a Customer Data Platform in Hospitality (Cendyn)

A CDP unites and enriches data points from across the tech stack. Cendyn details how the hospitality industry can benefit from this tool.

Customer Data Platform vs Data Management Platform (Relay42)

The CDP and DMP are both innovative tools that can help marketers produce hyper-personalized messages. Relay42 explains the key similarities and differences.

CDP Beyond Marketing: Unifying Data Across the Organization (Treasure Data)

Meeting the need for more actionable data has never been more challenging. The CDPI and Treasure Data detail how marketers can meet that need.

Time to Invest in a Customer Data Platform (Commanders Act)

Of all the data management systems out there, what makes a CDP different? The CDPI and Commanders Act explain.

CDP Institute Member Survey 2021: The Path to CDP Success (CDP Institute)

What do CDPI members have to say about successful CDP deployments? This survey has the answers, along with other industry trends.

Beyond the Cookie: Personalization for 2022 (BlueConic)

BlueConic discusses how companies can get beyond the cookie and to the heart of what personalization means today.

Philadelphia Inquirer’s Roadmap to a Sustainable First-Party Data Strategy (BlueConic)

BlueConic and The Philadelphia Inquirer talk about reengineering the publishing industry for a sustainable future.

How VF Corp Made the Single Customer View a Reality (BlueConic)

Learn how VF Corp. and its iconic family of lifestyle brands turned consumer data into a competitive advantage.

The Third-Party Data Deprecation Playbook (BlueConic)

BlueConic shares four strategies for successfully navigating the ongoing changes in the privacy-first era.

Dennis Publishing Case Study (BlueConic)

Learn how Dennis Publishing is using the consented first-party data captured in BlueConic to understand its audiences and drive growth across the business.

Telia Company Case Study (BlueConic)

Discover how Telia Company used BlueConic to democratize analytics and data science, ultimately driving revenue through intelligent customer lifecycle marketing.

Protection of children’s personal data and where reforms are needed (CDP Institute)

How is children’s privacy being protected around the world? This paper from the CDPI explains the latest laws and recommends future steps. This article was first published in the Journal of Data Protection & Privacy, Volume 4 Number 4, published by Henry Stewart Publications, London, https://www.henrystewartpublications.com/jdpp

Core Banking Modernization with a CDP: The Key to Richer Customer Experiences (NGDATA)

Traditional banks are facing various customer experience challenges. NGDATA details how a CDP can help them modernize and meet those challenges.

Zeta CDP+ Video (Zeta)

Watch this video to learn how Zeta’s CDP is addressing the changing market dynamics around customer data management.

Where CDP Fits In Your Tech Stack (Treasure Data)

Understanding the CDP means seeing the big picture from its many capabilities. The CDPI and Treasure Data provide everything you need to know.

Advertiser Perceptions: Preparing for a Future Without Third-Party Cookies & IDFA (Treasure Data)

Advertisers are facing major challenges from privacy regulations and updates. Treasure Data details how first-party data can help with navigating the future.

Building the First and Zero Party Future: Thriving in a Privacy Centric World (Simon Data)

Access to consumer data is declining as consumers gain control thanks to GDPR, the loss of third-party cookies, and other factors. The CDPI and Simon Data explain how first- and zero-party data can give marketers success.

Emirates NBD Case Study (Lemnisk)

One of the leading banks in the MENAT region wanted to enhance CX and boost online conversions. Learn how the Lemnisk CDP created a single customer view for optimal personalization.

116 Customer Data Platform Use Cases (Lemnisk)

A CDP can help marketers benefit from a single customer view. Lemnisk explains how this applies to banking, retail, telecom, and more.

Future-Proofing Customer Experience in an Evolving Martech Landscape (Lemnisk)

Marketers need to act quickly to find CX solutions that won’t be affected by large market forces. Lemnisk explains how a CDP can help.

Marketing Privacy: Navigating Customer Care in a Fast-Changing Environment (CDP Institute)

Susan Raab of the CDP Institute explains the role of marketing in privacy issues and why it matters now more than ever.

Blueshift Platform Tour (Blueshift)

A quick overview of Blueshift’s core platform capabilities.

Leverage Account Intelligence and Intent Data to Win (Leadspace)

This webinar explores how enterprise networking leader Extreme Networks used intent to shorten sales cycles and close bigger, better deals.

Zeta Company Overview (Zeta)

Learn how Zeta helps you overcome the fragmentation of the martech ecosystem and make the most of your company’s data.

CarParts Case Study (Blueshift)

An online auto parts retailer wanted to deliver relevant messages via behavior-triggered campaigns. Blueshift explains how they increased customer engagement by 400%.

Meiro Customer Data Platform (CDP) (Meiro)

Learn how Meiro CDP works, meet our clients, and find out more details about the technology that will change the current approach to the digital marketing landscape.

OMR Masterclass 2019: I Got 99 Problems But My CDP Ain’t One (CrossEngage)

Dr. Markus Wuebben (founder of CrossEngage) explains how a CDP cuts through problems and gives marketers unparalleled opportunities for connection and relationship maintenance.

Adore Beauty Case Study (Tealium)

Discover Adore Beauty powers triggered communications to grow its monthly revenue by over a quarter with Tealium.

Scaling ABM with AI and Data (Dun & Bradstreet)

Steven Shapiro, VP Digital, Customer Journey describes how Informatica transformed its ABM programs by using Lattice Engines’ AI-platform and data foundation.

CDP for Enterprise (Treasure Data)

Watch this video to see how Treasure can help you unlock the power of customer data and deliver stellar brand experiences at scale.

Artificial Intelligence in Customer Data Platforms (FirstHive)

Marketers have more data than they can effectively use. The CDP Institute and FirstHive explain how AI can help.

The customer data platform advantage: How CDP compares to CRM and DMP (Microsoft Dynamics 365 Customer Insights)

The CDP, CRM, and DMP provide different features. Microsoft compares these types of martech in detail.

Making Sense of the Changing Identity Landscape (Tealium)

Learn how to identify customers post third-party cookies and see actionable next steps you can start taking today.

Netcore Smartech is now Netcore’s Customer Engagement and Experience Platform (Netcore)

Netcore Smartech has evolved to and been rebranded as the Netcore Customer Engagement and Experience Platform.

Lytics Decision Engine CDP for Marketers (Lytics)

Watch this 5-minute demo to learn how Lytics can help you grow your first-party data, improve your return on ad spend, and deliver personalized digital experiences.

HelloFresh Case Study (CrossEngage)

Meal-kit company HelloFresh struggled to synchronize its channels, resulting in conflicting messages to its customers. Learn how the CrossEngage CDP helped resolve the issues and increase ROI.

James Allen Case Study (Blueshift)

A leading online jewelry retailer needed to determine what drove customer actions. Learn how the Blueshift CDP enabled dynamic CX and agility.

What is a Customer Data Platform (CDP)? What Can It Do for My Hotel? (Cendyn)

Every hotel has its own customer data needs, which gets even more complicated for hotel groups. Cendyn explains how a CDP can unify data across all operations.

Utah Jazz Case Study (Tealium)

See how the Utah Jazz doubled their conversion rates and increase ticket sales with Tealium.

How Belfius Became the #1 Mobile Bank in Belgium (NGDATA)

Discover how NGDATA accelerated Belfius’ digital transformation and developed best-in-class customer insights to drive the business.

Intro to Blueshift (Blueshift)

Hear from Blueshift’s Co-Founders and customers on the vision, mission and impact the Blueshift SmartHub CDP has on companies and the future of activation marketing and customer engagement.

Identity Management (Teavaro)

First party identity resolution is the way forward in a world without 3rd party cookies and device id’s. Read on to learn how from Teavaro.

Black Diamond Case Study (Lexer)

A global outdoor industry leader wanted to climb higher. Learn how Lexer made it happen through a 5 phase process in 100 days.

The Power of Intent: How OneLogin Doubled Marketing Engagement & Cut Sales Cycles (Leadspace)

Learn how OneLogin combined data, AI and intent signals to create highly effective, personalized campaigns.

Show Me You Care: Why You Should Be Talking About Privacy and Value Exchange (Tealium)

Hear tips for prioritizing customer privacy without sacrificing personalization and see powerful use cases from leading brands on how to implement value exchange.

Zeta CDP+ Overview (Zeta)

Zeta CDP+ sits at the core of the Zeta Marketing Platform to provide marketers with more control over data so they can activate campaigns with greater speed and effectiveness. Read on to learn more.

Forrester Consulting TEI of Zeta Study (Zeta)

Zeta helps brands acquire and grow customers 50% more effectively. Learn more in this April 2021 study commissioned by Zeta Global.

Own Your First-Party Data Strategy (Simon Data)

Simon Data CEO and Co-founder Dr. Jason Davis offers a convincing case for the stability and flexibility conferred by a strategy built around first-party data.

The Comprehensive Guide to Retail Personalization (Amperity)

Retail has special needs for personalized experiences. Amperity provides a step-by-step approach.

Build or Buy Your CDP? (Tealium)

The debate between building or buying a customer data platform can be intense. The CDPI and Tealium explain why it isn’t an all-or-nothing choice.

CDP Deployment Lessons from the Field (Treasure Data)

Join CDP Institute Founder and CEO, David Raab, to learn the most effective ways to set goals, define realistic expectations, pick the right use cases, define a data strategy, decide which system features to test, prepare your staff, and manage change.

CDP for Global Enterprises (Treasure Data)

This session with David Raab (Founder/CEO of the CDP Institute) explores how CDPs are used in global enterprises and what to look for in an enterprise CDP.

Consumer Engagement with a CDP (Treasure Data)

Retail and CPG leaders around the world rely on Treasure Data to help strengthen their brand loyalty and improve consumer intelligence – enabling them to run better-targeted and more-impactful marketing campaigns.

Netcore Personalization Platform – Craft Delightful Experiences (Netcore)

Learn how retailers can use AI to show shoppers the products they want.

TUI Case Study (Tealium)

Learn how travel agency TUI works with Tealium and Facebook to improve tracking, reduce cost and increase conversion.

How to build an effective Customer Data Platform RFP (Twilio Segment)

Selecting the right CDP can be difficult given how many different ones are available. Segment helps you through the RFP process.

2021 Complete Guide to CDPs (Treasure Data)

A CDP can help you create great CX and targeted advertising. Treasure Data explains what else this product can do.

A Complete CDP RFP Guide (Treasure Data)

It’s important to find a CDP that meets all of your needs. Treasure Data details the essential steps in the RFP process.

Intelligent Data Privacy (Informatica)

With more data privacy regulations coming into effect, organizations need to avoid data loss and misuse. Informatica explains the best ways of doing so.

Ecommerce Personalization Benchmark Report (Netcore)

Shoppers consider it crucial for online retailers to personalize their experiences. Netcore details how retailers can make it happen.

Expanding the Account Universe (Dun & Bradstreet)

Rebecca Stone, VP Demand Generation tells how LiveRamp used Lattice Engines to expand their account universe and run integrated, targeted campaigns against their top accounts.

Staying Agile and Adaptable in the Ever Changing Ad Ecosystem (Tealium)

See how Facebook, ASICS, and Wunderman Thompson Data work with Tealium to keep up with major changes like third-party cookie loss and new privacy regulations.

Miss Amara Case Study (Netcore)

A premium online retailer of rugs wanted to increase conversion rates. Learn how Netcore used AI to make it happen.

Music Xray Case Study (Netcore)

A music tech company wanted to improve its email campaigns. Discover how Netcore drove a 50% uplift in average open rates.

The Body Shop Case Study (Netcore)

A household name in beauty and skincare wanted to improve product discovery for website users. See how Netcore used AI algorithms to predict the most relevant products in real time.

Artificial Intelligence (AI) in Marketing (Netcore)

Discover the best ways to use AI in your marketing efforts.

Tealium Customer Data Hub (Tealium)

Discover how Tealium helps brands access complete pictures of their customers and power their tech stack with unified data in real time.

Expert Tips for Getting Buy-In on Your CDP and Staffing Your Dream Team (Tealium)

Hear expert tips from consulting firm Credera on how to get buy-in from C-level stakeholders and staff a strong CDP team.

Take Your Data Foundation from Good to Great! (Tealium)

See how industry leaders Hanesbrand and Thryv created strong data foundations that enable them to better personalize customer experiences across all channels in real time.

How Humana Built a Playbook for Better Personalization Across the Customer Journey (Tealium)

Hear how Humana uses Tealium to drive growth by personalizing experiences at every touchpoint.

Driving Powerful Digital Transformation with a Robust CDP (Tealium)

See how Hotwire, New Balance, and Bed Bath & Beyond use unified data to power more relevant messaging in real time.

First-Party Data Takes the Cake (Tealium)

Discover from Tealium the power of a first-party data strategy and how to easily switch before third-party cookies crumble.

The Joy of Data Cookbook (Tealium)

See over 15 customer data use case recipes and real world success stories from brands like the GAP and the Utah Jazz.

PrimeCredit Case Study (Tealium)

Learn how PrimeCredit improved its response rates and is able to unify customer data in real time with Tealium.

Smart Guide to AI Marketing (Blueshift)

Marketing teams are expected to have a greater role in crafting CX. Blueshift describes how AI makes this easy.

Smart Guide to Product Recommendations: Retail & Ecommerce (Blueshift)

Advances in AI recommendation systems allow marketing teams to create frictionless omnichannel experiences. Blueshift details how this benefits the retail and ecommerce sectors.

Forrester TEI Report (Blueshift)

Blueshift provides significant benefits through its CDP. Learn more in this Total Economic Impact report.

CDP RFP Template (Blueshift)

A CDP can have many capabilities. Blueshift helps you determine which ones you need.

Tradera Case Study (Blueshift)

Sweden’s largest online marketplace for used goods needed to bring together data from multiple campaigns. See how Blueshift increased sales by 131% with advanced segmentation.

Blueshift Case Study: Artifact Uprising (Blueshift)

Artifact Uprising’s team is faced with a unique task: create joy and preserve cherish memories for years to come, seamlessly. Discover how AU’s lean team partners with Blueshift to deliver powerful, intuitive marketing to every customer — and what that’s meant for their business.

Tech Talk: Intro to SmartHub CDP (Blueshift)

Explore the benefits of Blueshift’s SmartHub CDP and learn how you can deliver 1:1 experiences at scale leveraging your first-party customer data.

AI-Powered Identity Resolution (Amperity)

Having accurate and trusted customer 360 profiles is crucial for marketers. Amperity describes how AI makes this type of identity resolution possible.

What Is the CCPA and Why Should You Care? (Cheetah Digital)

Join Cheetah Digital’s Privacy Analyst, Alex Krylov, and Client Success Director, C.J. Berman, as they discuss the intricacies of the CCPA, how it may impact your marketing programs, and what you can do to prepare.

Breaking Down Data Silos to Build a Better Customer Experience (Twilio Segment)

Join Bruno Miranda, VP of Engineering at Doximity, and Drake McCabe, Web Developer at Yesware, to learn how to get data into your data warehouse and use it to deliver outstanding customer experiences.

Contextual Nudges and Walkthroughs (Netcore)

Crafting the right customer experience is key for an app’s success. Netcore explains the role of contextual nudges and walkthroughs in this experience.

AI-Led Personalization (Netcore)

Ecommerce companies are relying on personalization more than ever. Netcore details how AI makes great CX possible.

Lion Case Study (Treasure Data)

A CPG company wanted to better understand its customers to increase CX value. Learn how Treasure Data helped by extracting and unifying fragmented facts.

AB InBev Case Study (Treasure Data)

Beverage giant Anheuser-Busch InBev needed to centralize more than 70 million unique customer records. Treasure Data explains how its CDP made it possible.

Canon Case Study (Netcore)

Canon needed to improve their open rates to increase engagement. See how Netcore predicts the best time to send emails to individuals thanks to AI.

3 Key Standards for Marketers to Establish Customer Identity (Zeotap)

Many businesses are preparing for a future without cookies. Zeotap explains how to establish customer identity without them. I agree that I may be contacted by Zeotap for a follow-up and offering of products and events via email. I can unsubscribe at any time. For information on how to unsubscribe, as well as Zeotap’s privacy practices and commitment to protecting your privacy, please review Zeotap’s Privacy Policy.

DIY Retailer Case Study (Redpoint Global)

An international DIY retailer suffered from lost time due to disconnected databases. Learn how Redpoint Global compressed their cycle time with a single point of data control.

Why Customer Data Platforms, Why Now: The Transformation of Direct-to-Consumer Relationships (Acquia CDP)

CDP Institute founder David Raab shares trends he is seeing across retail and other B2C verticals.

Cadenz.ai RealCDP Audit Certificate (Cadenz.ai)

Cadenz.ai is entitled to be known as a RealCDP and authorized to display the RealCDP badge for successfully completing a comprehensive evaluation and providing satisfactory proof that meets all qualifications set forth by the Customer Data Platform Institute.

Openprise RealCDP Audit Certificate (Openprise)

Openprise is entitled to be known as a RealCDP and authorized to display the RealCDP badge for successfully completing a comprehensive evaluation and providing satisfactory proof that meets all qualifications set forth by the Customer Data Platform Institute.

Acquia CDP RealCDP Audit Certificate (Acquia CDP)

Acquia CDP is entitled to be known as a RealCDP and authorized to display the RealCDP badge for successfully completing a comprehensive evaluation and providing satisfactory proof that meets all qualifications set forth by the Customer Data Platform Institute.

Amperity: A Different Approach to Customer Data (Amperity)

Because the typical methods just don’t cut it.

Stripe Case Study (Treasure Data)

Stripe International wanted to use customer data to improve marketing efforts. Learn how the Treasure Data CDP made it happen.

Micro-Segmentation: The Key to Growing Through Your Existing Customers (Optimove)

Segmetning is key to successful retention campaigns. Optimove and the CDPI explain how it works.

Using Customer Data Across the Enterprise (Amperity)

The wealth of customer data often goes wasted by today’s enterprises. Amperity explains the capabilities that make sharing data across an enterprise possible.

Amperity: The Comprehensive Customer Data Platform (Amperity)

Turning customer data into better CX can be difficult when data is scattered. Learn how the Amperity CDP takes a comprehensive approach to this challenge.

The data trust model proposes individuals can control their data for profit (CDP Institute)

Is there a way for individuals to control their own data privacy for a profit? This paper from the CDPI explores one possibility. This article was first published in the Journal of Data Protection & Privacy, Volume 4 Number 2, published by Henry Stewart Publications, London, https://www.henrystewartpublications.com/jdpp 

When the Third-Party Cookie Party is Over (Amperity)

The era of the third-party cookie is coming to an end. Amperity explains how you can thrive with first-party data instead.

Bank Y Case Study (Terragon)

A leading bank in Nigeria wanted to reduce churn on digital channels. Learn how Terragon helped with data enrichment.

The Customer Data Platform by David Raab (Commanders Act)

We have interviewed David Raab, Founder and CEO of the CDP Institute, to clarify the definition of the CDP (Customer Data Platform).

Customer Data Platform: the new copilot of today’s marketer (Commanders Act)

Meeting the challenges of using customer data requires making knowledge directly accessible to marketing teams. Commanders Act details how a CDP makes it possible.

NGDATA’s Intelligent Engagement Platform: the CDP driving engagement (NGDATA)

See how an Intelligent Engagement Platform can help you engage better with your customers and build more successful relationships.

How to Build Digital Customer Relationships in Banking (NGDATA)

Doug Gross, CEO at NGDATA, throws light on how banks can build valuable, relevant relationships with the customer by means of real-time, personalized interactions.

Use CDPs to Lay a Foundation for Connected Customer Experiences (Microsoft Dynamics 365 Customer Insights)

Watch this webinar to learn how to select and get started with CDPs from David Raab, Founder and CEO of the CDP Institute.

Unlocking the Potential of Your Customer Data (Acquia CDP)

Hear from leaders at Acquia for best practices on turning a mass of complex data into manageable and actionable results.

How Retailer Lids Transformed Customer Relationships & Boosted Business Agility with a CDP (Acquia CDP)

CMSWire, Wendy Mudis (VP of Marketing at Lids), and Karen Wood (Sr. Director of Product Marketing at Acquia) share Lids’ customer relationship journey.

Acquia CDP Demo Video (Acquia CDP)

Learn how the Acquia CDP helps you know your customers, respond authentically, and maximize lifetime value.

Accelerating Digital Transformation (Acxiom)

Acxiom and Exponea provide you with a step by step guide to help you build out and accelerate your transformation roadmap.

Building Consumer Confidence within Automotive in the “New Normal” (Acxiom)

Join the former Chief Digital Officer at Spark44, Acxiom, and Treasure Data for a webinar full of insights into how the COVID-19 pandemic has changed the automotive industry.

Recommendations Gone Wrong Feat. Rahul Subramanian (Netcore)

Meet Raj, the self-proclaimed Natural Recommender, who believes nothing, rather no-one can beat him when it comes to giving the right recommendations! Well, there’s someone in town to burst his bubble.

JOIN Digital 2020 On-demand (Upland BlueVenn)

Catch up on all four sessions at your leisure.

The Consumer’s POV on Privacy, Messaging, Personalization and Brand Loyalty (Cheetah Digital)

Econsultancy and Cheetah Digital’s CMO, Richard Jones, gives you a great insight into the consumer’s POV along with examples of how to execute best practices.

COVID-19 Response: Retail Messaging Strategies That Work (Cheetah Digital)

Join Joel Powell and Ashley Lockridge, Principal Marketing Consultants at Cheetah Digital, to learn how retail email marketers can be successful during the COVID-19 crisis.

The Cheetah Digital Customer Engagement Suite (Cheetah Digital)

The new Customer Engagement Suite is a complete lifecycle solution – from acquisition through loyalty.

RedPoint Real-Time Interaction Management (Redpoint Global)

Today’s customers expect real-time engagement. To close the gap between expectations and experience, learn how you can leverage real-time data and decisions to orchestrate real-time customer interactions.

2 Minutes with Lucerna Health (Redpoint Global)

Lucerna Health co-founder and CEO Craig Thomas discusses how the partnership between Lucerna Health and RedPoint Global helps healthcare organizations achieve scale in delivering personalized consumer engagements.

Webinar: How Synchronized On- and Offline Channel Execution Boosts HelloFresh’s ROI by 130% (CrossEngage)

In this webinar, HelloFresh and optilyz present an ideal case of combining offline and online channels in customer relationship management.

Meet the CRM Heroes (CrossEngage)

This video portrays the otherwise invisible customer heroes who fill CRM with life.

OMR Masterclass: Marketing & CRM Trends 2018 (CrossEngage)

Manuel Hinz and Dr. Markus Wuebben (founders of CrossEngage) analyze and assess current trends in CRM and marketing.

CDP: Is it Really Your Single Source of Truth for Sales and Marketing? (Leadspace)

Leadspace Founder and CTO Amnon Mishor reveals the incredible promise of customer data platforms and what they mean for B2B Sales and Marketing in particular.

Keynote: Adapting to Consumer 3.0 (Optimove)

Jackson Jeyanayagam, Chief Marketing Officer, Boxed. com discusses how his brand understands and communicates with its clients, and how treating employees well can actually be a brand-building strategy.

Keynote: Innately Intelligent Marketing – From Concept to Reality (Optimove)

Pini Yakuel, CEO and Founder of Optimove, discusses the past year, the current state of affairs, and looks into the future, taking innately intelligent marketing from concept to reality.

Panel: What Drives Loyalty and How Much Effect Do We Have On It? (Optimove)

Andrew Cochrane (CCO, SBTech), Francesco Hugony (Online Gaming CRM Strategy, Sisal), Rinat Halifi (Head of CRM, Fiverr), and Daniel Wiesenfeld (Sr. Director, Customer Analytics, J.Jill) discuss driving loyalty.

Building a Martech Super Stack (Lytics)

Hear from Lytics CEO, James McDermott plus senior MarTech leaders at Adobe, Google, and Salesforce as they discuss what it takes to effectively compete in the digital economy.

Creating a Data Foundation to Drive Sales and Marketing Alignment (Dun & Bradstreet)

Scott Leslie, Sr. Manager, Enterprise Marketing Automation shows Adobe is using Lattice Engines’ predictive data to prioritize the leads passed from marketing to sales.

How Curology Delivers High-performing, Personalized Ad Campaigns (Twilio Segment)

Learn how Curology uses Personas to build more targeted campaigns and decrease their wasted ad spend by more than 10% while maintaining the same returns.

How Frame.io Delivers a Seamless Customer Experience with Personas (Twilio Segment)

Learn how Frame.io uses Segment’s newest product, Personas, to reduce campaign coordination time by 50% and time to resolve complex support tickets by 80%.

Unified Customer Profile (Salesforce CDP)

How a Unified Customer Profile sets Evergage apart from vendors who tout personalization but can’t provide a complete picture of each visitor’s true interests and intent.

Evergage Intro Video (Salesforce CDP)

This video describes how Evergage’s real-time personalization platform delivers The Power of 1, enabling digital marketers to transform the dream of 1:1 customer engagement into reality.

Customer Journey Optimization: Following In The Steps Of Your Customer (Upland BlueVenn)

BlueVenn Principal Consultant Jim Kelly explores multi-channel customer journeys in detail and discusses concepts such as ‘cross-journey communication’ to manage the customer experience.

Customer Data Is Your Best Loyalty Tool (Lytics)

How customer-obsessed retailers Dr. Martens and Wildfang use data in innovative ways to maintain their cult-like followings and build long-term customer relationships.

Lytics: A brief introduction to what we’re all about (Lytics)

Lytics helps enterprises automate personalized marketing experiences through the industry’s most advanced Customer Data Platform (CDP).

Cross-channel Campaigns (CDP Institute)

Send optimal messages to customers across all channels. Process: Develop models to predict response to alternative treatments, select best channels, select bet timing, and make other choices needed to determine optimal treatment to each customer. Send instructions to delivery systems to execute.

Lookalike Models (CDP Institute)

Select best prospects (on external lists) using model based on CDP data. . Process: Send data on best customers to external system, which will match against its data, build a lookalike model, and return highest-ranked prospects to load into CDP or other systems

Engage Time Optimization (CDP Institute)

Send emails or other outbound messages at optimal time for each customer. Process: Execute model based on CDP data; store result on profile for use in CDP or other systems.

Prospect Selection (CDP Institute)

Select best prospects (among existing leads) using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems

Loyalty Incentive Selection (CDP Institute)

Select loyalty incentive using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems

Best Offer Selection (CDP Institute)

Select best offer using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems

Repurchase Prediction (CDP Institute)

Estimate likelihood of repurchase using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems

Unsubscribe Prediction (CDP Institute)

Estimate likelihood of unsubscription using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems

Churn Prediction (CDP Institute)

Estimate likelihood of customer churn using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems

Value Prediction (CDP Institute)

Estimate future value of customer using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems

Agent Access to Individual Profiles (CDP Institute)

Present complete customer history to call center or sales agent during interactions. Process: Receive customer ID or attributes from channel system; find customer’s profile in CDP and display selected data on agent screen.

Real Time Location-based Personalization (CDP Institute)

Select best message in real time based on current customer location and past data. Process: Receive real time stream of visitor locations and IDs from channel system; use location to look up relevant information (e.g. local weather); use ID to find visitor’s profile in the CDP; use location plus profile to infer customer context (e.g. work, home, vacation); apply rules or predictive models to select best message using all data; send to channel system for delivery; track behavior during session and make new adjusted selections.

Cross Sell and Upsell (CDP Institute)

Select best product for known customers in real time based on their past data. Process: Receive realtime stream of visitor behaviors and IDs from channel system; use ID to find visitor’s profile in the CDP; apply rules or predictive models to select best product using profile data; send to channel system for delivery; track behavior during session and make new adjusted selections.

Real Time Offer Selection (CDP Institute)

Select offer for known customers in real time based on their past data. Process: Receive realtime stream of visitor behaviors and IDs from channel system; use ID to find visitor’s profile in the CDP; apply rules or predictive models to select best offer using profile data; send to channel system for delivery; track behavior during session and make adjusted selections.

Trigger Messages (CDP Institute)

Send messages to customers based on specified actions or events. Process: Define trigger events; select customers who experience trigger event in real time or near realtime; select best message; send to delivery system.

Feature Notifications (CDP Institute)

Notify customers of new features that are relevant to them. Process: Identify customers with products affected by new feature and/or whose past behavior indicates high likelihood of interest in new feature.

Exclude Previous Buyers (CDP Institute)

Remove previous buyers from campaigns for specific products. Process: Exclude customers from product campaigns based on purchases made across all channels, as captured in unified customer database.

Reactivation Campaigns (CDP Institute)

Send messages to customers who have stopped doing business or are at risk. Process: Define selection criteria drawing on behaviors in customer profile; select customers and appropriate message; send to delivery system.

Abandoned Cart Campaigns (CDP Institute)

Send messages to customers who abandon shopping carts and stop sending messages when no longer relevant. Process: Receive abandoned cart lists from ecommerce systems; use profile data to determine best treatment for each customer on list; send appropriate customers and offers to retargeting systems (email, mobile, social, web ads, Web site). Remove customers from list when they buy or take other action.

Social Media Audiences (CDP Institute)

Send audiences to social media ad vendors. Process: Select audiences for social media advertising; send hashed email or other identifiers plus desired message; subsequently analyze performance of selected names.

Personalized Message Selection (CDP Institute)

Provide customer-level data to personalization system. . Process: Specify data elements to use in personalization; specify list selection criteria; create list with data elements included and send to delivery system.

Locate Field Events Based on Intent (CDP Institute)

Locate field events in areas where there are high concentrations of customers with strong purchase intent. Process: Assign customers to location-based clusters; identify clusters with most customers having high intent and value scores; schedule events in those areas.

Run Stream Tests (CDP Institute)

Compare behaviors of customers in different long-running marketing programs. Process: Select similar sets of customers and assign to test vs control groups; execute test over time; compare behaviors at end of test.

Measure Campaign Effectiveness (Attribution) (CDP Institute)

Estimate the change in behavior caused by a marketing program. Process: Identify sets of otherwisesimilar customers who did and didn’t experience a marketing program; compare subsequent behaviors.

Identify Under-served Segments (CDP Institute)

Find customer segments that could be contacted more often with good results. Process: Analyze interaction history to find customers with few contacts during recent period; find clusters of customers who would have been eligible for contact; assess potential value of contacting them with best messages.

Identify Channel Preferences (CDP Institute)

Determine which channels work best for each customer. Process: Analyze history of interactions by channel for each customer; identify customers who show preference for one or other channel.

KPI Reporting (CDP Institute)

Generate reports based on Key Performance Indicators. Process: Define KPI formulas; calculate using customer data; deliver reports.

Life Stage Assignment (CDP Institute)

Tag customers who belong to previously defined life stages. Process: Define life stage criteria; tag customers who meet the criteria; track movement in or out of life stages over time.

Segment Assignment (CDP Institute)

Tag customers who belong to previously defined segments. Process: Define segment criteria; tag customers who meet the criteria; track movement in or out of segments over time.

Segment Discovery (CDP Institute)

Identify sets of customers that can be usefully treated as segments. Process: Analyze customer profiles to find clusters with similar attributes or behaviors; assess potential to treat these distinctly.

Best Customer Profiles (CDP Institute)

Identify attributes common to best customers. Process: Define criteria for best customer; assemble list of customers meeting criteria; identify attributes that distinguish them from others.

Find High Value Customers (CDP Institute)

Identify individual customers who have returned high value. Process: Define criteria for high value customers; assemble list of customers meeting criteria

Behavior Analysis (CDP Institute)

Track customer actions over time. Process: Assemble timeline of customer actions; find behavior patterns by segment, purpose, outcome, etc.

Combine Data for Merger (CDP Institute)

Link customer profiles from separate systems as before or after merger. . Process: Ingest data from different companies; use rules and reference data to link related IDs; create unified profiles.

Combine Browsing and Instore Purchase Data (CDP Institute)

Link online and offline data relating to same customer. Process: Ingest data; use rules and reference data to link online and offline IDs; combined related data into unified profile.

Combine Online and CRM Data (CDP Institute)

Link online and offline data relating to same customer. Process: Ingest data; use rules and reference data to link online and offline IDs; combined related data into unified profile.

Privacy Compliance (CDP Institute)

Use CDP to show personal data to customers, to store consent records, and as connection to source systems. . Process: Expose customer profile to system that responds to customer data requests. Store consent details in CDP and check for valid authority for data usage requests. Store origins of customer data and send change requests to source systems if required.

Tag Management (CDP Institute)

Use CDP pixel on Web site to capture user behavior. Process: Place CDP pixel on Web site, configure as needed to select data to ingest and destination(s)

Enrichment (Append External Data) (CDP Institute)

Append external attribute and behavioral data to existing customer records. Process: Send customer records including IDs to external vendor who will match against their files, append new attributes, and return these to append to the customer’s profile.

Onboarding (Append External IDs) (CDP Institute)

Append external identifiers to existing customer records. Process: Send customer records including IDs to external vendor who will match against additional identifiers and return these to append to the customer’s profile.

Lead to Account Match (CDP Institute)

Associate individuals with businesses in B2B data. Process: Ingest data; apply rules and reference data to associate each individual with a business or department master ID.

Append Intent Data (CDP Institute)

Need to add intent data from external sources to customer profiles in CDP. Process: Send data on target customers to external system, which will match against its data, append intent data (or set up alerts for future data) and return data to load into CDP or other systems

Real Time Content Recommendations (CDP Institute)

Need to select content for known customers in real time based on their past data. Process: Receive realtime stream of visitor behaviors and IDs from channel system; use ID to find visitor’s profile in the CDP; apply rules or predictive models to select best content using profile data; send to channel system for delivery; track behavior during session and make adjusted selections.

DMP Interactions (CDP Institute)

Need to synchronize DMP and CDP data. Process: Send anonymized profiles to DMP, which will use them to create audiences or bids; return results to CDP for analysis.

Golden Record (CDP Institute)

Need to identify most accurate available information for each customer attribute and share with other systems. Process: Link customer data inputs from different sources that relate to the same person; apply rules and reference data to select the attribute most likely to be correct; publish these attributes as ‘golden record’ for other systems to use

Preemptive Customer Support (CDP Institute)

Support costs are high and customers get frustrated when the have problems. Can help customers who need assistance before they request it. Process: Develop models to identify customers likely to need support and to select the appropriate support materials; receive stream of data on customer behavior (e.g. web pages visited, system error messages, etc.) and isolate events indicating need for support; send appropriate support messages.

Retention Campaigns (CDP Institute)

Need to send optimal treatments to retain existing customers. Process: Develop models to predict churn, predict responsiveness to alternative treatments, estimate future value, select best channels, select best timing, and make other choices needed to determine optimal treatment to each customer, bearing in mind that some customers will renew without an incentive and some customers are not profitable. Send instructions to delivery systems to execute.

Topic Interest Prediction (CDP Institute)

Need to estimate customer interest in different topics using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems

Real Time Behavioral Profiling (CDP Institute)

Need to classify anonymous visitors in real time based on their behaviors. Process: Receive realtime stream of anonymous visitor behavior from channel system; apply rules or predictive models to classify visitors based on behaviors and attributes; send classification to channel system to use in selecting treatments.

Email List Creation (CDP Institute)

Need to select best customers for email campaign. Process: Define rules or model scores to identify best customers for a specific campaign; select those customers subject to additional constraints e.g. frequency caps, email permissions; send list to email systems for delivery.

Journey Analytics (CDP Institute)

Cannot identify sequence of interactions associated with different tasks. Process: Assemble timeline of customer interactions; group by purpose or outcome; find common paths and branches.

Data Quality (CDP Institute)

Low quality of ingested customer data limits its use. Process: Ingest data; apply rules and external data (e.g. address validation) to identify and correct errors. Provide feedback to source systems to help them improve the original data quality.

ASOS Case Study (Simon Data)

An e-commerce fashion and cosmetics retailer wanted to reach their shoppers with personalized content across multiple channels. Learn how Simon Data made it happen.

Welcome to the Next Generation of Personalization (Cheetah Digital)

The value of personalization is well-established. The CDPI and Cheetah Digital explain how next-generation techniques deliver more value for your organization.

Omnichannel Marketing Excellence (Upland BlueVenn)

Omnichannel marketing is more important than ever. BlueVenn has research ranking 235 organizations in this area.

What’s a Customer Data Platform? The Ultimate Guide to CDPs (Data Talks)

Marketing professionals are talking about the CDP more than ever. Data Talks has all the information you need about it.

Lids Case Study (Acquia CDP)

A company wanted to capitalize on its successful loyalty program. Learn how Acquia worked with the data to increase revenue.

DAVIDsTEA Case Study (Acquia CDP)

A tea company wanted to translate its in-store relationship with customers to other channels. Learn how Acquia made it possible.

Belgian Cycling Factory Case Study (BlueConic)

Belgium’s largest cycling company wanted to deliver the right marketing messages to the right customer. Learn how BlueConic helped make it possible.

Improving Marketing’s Operational Efficiency with Modern Tech (BlueConic)

Today’s marketing leaders aspire to build the perfect martech stack. BlueConic describes how to create operational efficiency with the right tools.

The Definitive Guide to Customer Data Platforms (Tealium)

All marketing organizations want to be data-driven. Tealium details how a CDP can make it possible.

CDP Deployment: Lessons from the Field (Treasure Data)

Veteran CDP users and consultants have a lot to say about what does and doesn’t work in their field. The CDP Institute and Treasure Data have the details.

Better Customer Experience, Better Business (Data Talks)

CX is increasingly important for all kinds of businesses. Data Talks describes how a CDP can help you deliver the best CX possible.

Customer Data Management: CDP Institute Member Survey 2020 (CDP Institute)

What do CDPI members have to say about martech best practices and other CDP topics? This survey shares it all.

The Definitive Guide to Customer Data Platforms (Twilio Segment)

Businesses are producing and handling more data than ever before. Segment details how a CDP can help you manage it all.

Guide to Multi-Touch Attribution (Upland BlueVenn)

With the typical buying journey now spanning social media, emails, and apps, it can be very difficult to determine what’s ultimately responsible for a purchase. BlueVenn describes how multi-touch attribution can help.

How to Unlock Customer Insight and Value with Third-Party Data (Lexer)

Understanding your customers will help you engage with them. Lexer details how to use your third-party data to maximize your potential.

4 Steps to Acquiring High-Value Customers (Lexer)

Building a lookalike audience is a crucial step in customer acquisition. Lexer describes which customers should be the basis of those audiences.

Loyalty is Lucrative: A Practical Guide to Driving the Second Sale (Lexer)

Loyalty is undoubtedly important in modern marketing. Lexer explains how to gain the critical second conversion.

Marston’s Case Study (Microsoft Dynamics 365 Customer Insights)

A pub wanted to create the best CX for its customers. Read about how the Microsoft CDP led to increased conversions.

UNICEF Netherlands Case Study (Microsoft Dynamics 365 Customer Insights)

UNICEF Netherlands needed to personalize interactions at scale. Learn how Microsoft Dynamics 365 Customer Insights made it happen.

Tivoli Case Study (Microsoft Dynamics 365 Customer Insights)

A Danish attraction wanted to increase visit frequency. Read about how Microsoft helped make it possible.

AEP Energy Case Study (Microsoft Dynamics 365 Customer Insights)

An energy provider wanted a complete view of its customers. Learn how Microsoft Customer Insights made it happen.

Buyer’s guide for CDP: Selecting the right Customer Data Platform for your organization (Microsoft Dynamics 365 Customer Insights)

Getting the right CDP is crucial to your company’s goals. Microsoft details the key functionalities to consider.

Microsoft Solution Brief (Microsoft Dynamics 365 Customer Insights)

The Dynamics 365 Customer Insights CDP features many capabilities that can help your business. Microsoft explains what they are.

Village Entertainment Case Study (Lexer)

A cinema exhibition leader wanted to boost loyalty and lifetime value. Read on to learn how Lexer helped by prioritizing customer-first strategies.

The ICONIC Case Study (Lexer)

A fashion and sportswear retailer wanted a single customer view. Discover how Lexer created one in just 15 days.

What Is a CDP? And What Isn’t a CDP? Customer Data Platforms, Explained (BlueConic)

It’s not easy to navigate the modern martech landscape. BlueConic explains the role and capabilities of a CDP in this landscape.

Is It Time to Embrace the Universal ID? (Zeotap)

Many marketers are struggling to link customer identities and unify assets. Zeotap explores how the universal ID helps resolve this issue. I agree that I may be contacted by Zeotap for a follow-up and offering of products and events via email. I can unsubscribe at any time. For information on how to unsubscribe, as well as Zeotap’s privacy practices and commitment to protecting your privacy, please review Zeotap’s Privacy Policy.

One Decade, Four Data Revolutions (Zeotap)

Data and identity have been major focuses of the marketing industry for over a decade. Zeotap describes the four major evolutions of this theme. I agree that I may be contacted by Zeotap for a follow-up and offering of products and events via email. I can unsubscribe at any time. For information on how to unsubscribe, as well as Zeotap’s privacy practices and commitment to protecting your privacy, please review Zeotap’s Privacy Policy.

Reimagining Offline-to-Online Retail With D2C E-Commerce (Netcore)

The retail industry will likely feel the aftereffects of the pandemic for years to come. Netcore explores how D2C e-commerce gives brands the opportunity to strenghten.

Real-Time Customer Engagement in Practice (Redpoint Global)

Real-time customer engagement can be complicated. Redpoint Global presents a framework and tactics to make it easier.

Competing on the Basis of Customer Experience (Redpoint Global)

CX is overtaking price and product as the primary competitive differentiator. Redpoint Global explains the importance of a single point of control in this environment.

Web Services Case Study (Redpoint Global)

One of the world’s largest web services companies wanted a unified view of the customer. Learn how Redpoint Global made it possible.

The Customer Data Platform (Acxiom)

The CDP has a wide range of use cases and capabilities. Acxiom provides examples.

Gaining Value from a Customer Data Platform (NGDATA)

Modern marketing features two main forces: the spread of fragmented data and the demand for personalized CX. The CDPI and NGDATA explain how to use a CDP to manage both of these forces.

Artificial Intelligence and the Future of Marketing (Tealium)

AI and machine learning are becoming increasingly important to marketing professionals. Tealium explores the widespread benefits this type of martech can provide.

Marketing Cloud Suite vs. Best-of-Breed Approach (BlueConic)

Many people are finding themselves disappointed with their marketing cloud suites. BlueConic explains how best-of-breed stacks centered around a CDP work better.

Segment Customer Data Platform Profile (Twilio Segment)

The key to making your data useful is a solid foundation. Segment describes how its CDP makes this possible.

Cheetah Digital Engagement Data Platform (Cheetah Digital)

Marketing involves more moving parts than ever before. Cheetah Digital helps bring everything together.

Why Your CDP Needs a Brain (Optimove)

A CDP is a powerful tool. The CDPI and Optimove explain how a decision engine makes it even stronger.

Zumper Case Study (Blueshift)

A real estate startup wanted to make rentals as simple as hotel bookings. Find out how Blueshift made it possible.

Change Management Best Practices (ActionIQ)

What does your organization need to consider when implementing a CDP? ActionIQ explains.

Shift Case Study (Twilio Segment)

An online car marketplace needed to manage several data streams. Learn how Segment organized everything to create individualized marketing campaigns.

Meredith Case Study (Twilio Segment)

A publication company wanted to create more growth. Learn how Segment streamlined customer data to make it possible.

IBM Case Study (Twilio Segment)

The IBM Cloud has to handle multiple data sources at once. Segment describes how its CDP makes it happen.

US Fortune 50 Retail Bank Case Study (NGDATA)

A US Fortune 50 bank had various source systems, including credit and debit card transactions. Learn how NGDATA’s Intelligent Engagement Platform gave them recommendations in real time.

Essent Case Study (NGDATA)

An energy supplier wanted to predict the likeliest callers and provide them with appropriate offers. Learn how NGDATA made it happen.

Belfius Case Study (NGDATA)

Belfius wanted an individual view of each customer in real time. Learn how NGDATA brought all the data together.

CDP Beyond Marketing (Informatica)

Today’s customers expect personalized and consistent experiences. The CDPI and Informatica explain how a CDP can help in more ways than one.

The Real-Time and Predictive Commerce Playbook for CMOs (SAS)

How can CMOs in retail improve customer experience? SAS provides various strategies.

Maximizing Moments of Truth (SAS)

Context and real-time analytics are important to CX. SAS explains the details of using these tools.

eCommerce Starter Pack (Simon Data)

Marketers in the eCommerce vertical have special considerations. Simon Data explains how a CDP can help.

Optimove Solution Overview (Optimove)

The Optimove CDP can provide marketers with actionable insights. Read on to learn more.

Barkbox Case Study (Simon Data)

Barkbox used to rely on unwiedly one-off database pulls to drive reactivation efforts. Learn how Simon helped them enable a three-fold increase in campaign volume.

Canary Case Study (Simon Data)

Home security company Canary wanted to increase customer engagement. Learn how the Simon platform helped them achieve a 5.3% conversion rate.

Xanterra Case Study (Redpoint Global)

Xanterra Travel Collection needed to understand guests across more than 100 siloed sources. Redpoint Global helped them achieve a comprehensive customer view.

Lucerna Health Case Study (Redpoint Global)

Lucerna Health needed help executing its value-based care strategy. Learn how Redpoint Global’s technology helped them schedule 50% more appointments and expand operations.

A CDO’s Guide to Customer Intelligence (Informatica)

The role of the CDO has evolved quickly in the last decade. Informatica explains how CDOs can share the value of modern management solutions.

The Case for CDP Extensibility (Salesforce CDP)

Marketers often lack the technical skills to execute their ideas to the fullest. The CDPI and Evergage describe various possible solutions to this problem.

Customer Data Platform Buyer’s Guide (Optimove)

Many vendors want to join the CDP party, but not all offerings are created equal. Optimove helps you filter out the clutter in this guide.

Sweaty Betty Case Study (Optimove)

Sweaty Betty realized they needed to get more personal with their customers. Learn how Optimove helped the activewear company do just that.

The Complete CDP Evaluation Guide (ActionIQ)

Your CDP should be a smart hub that empowers your marketing team to take action on all of your customer data. ActionIQ helps you find the right solution.

OneLogin Case Study (Leadspace)

OneLogin is used by businesses of all sizes to secure company data. Learn how the company used Leadspace to double engagement.

A Perfect Match (Teavaro)

The insurance industry is waking up to the opportunity to use data to prevent and mitigate risk. Teavaro explains how CDPs can help the insurance industry capture these benefits.

Customer Data Excellence (Upland BlueVenn)

Companies are using CDPs to provide better customer experiences. BlueVenn shows data from almost 200 companies to explain how.

Why Your CDP Vision Must Include Engagement at the Individual Level (Salesforce CDP)

Understanding each customer at an individual level is critical to a customer-centric mandate. Evergage explains how a combined CDP and personalization platform achieves this understanding.

Using Customer Data Platforms: A Guide to Successful Data-Driven, Hyper-Personalized Marketing (HGS Digital)

Prospective consumers and current customers interact with brands in a very fragmented journey. HGS Digital explains how a CDP can unify this information.

The Guide to Advanced Segmentation (Optimove)

The more personalized an offer, the greater the chances that it will resonate with the customer. Optimove explains a three-step approach to achieving this via customer segmentation.

9 Creative Email Tactics Used by Retailers (Optimove)

Marketers must find new ways to grab customers’ overloaded attention with their email campaigns. Optimove explains how to do so with dynamic content.

Everything You Need to Know About Customer Data Platforms (HGS Digital)

CDPs are gaining popularity as a highly valuable marketing tool. HGS Digital explains what they are and how they can help your organization.

A Comprehensive Guide to Evaluating Customer Data Platforms (HGS Digital)

It’s important for organizations to evaluate and identify the right CDP vendor to work with. HGS Digital explains how to do so by asking the right questions.

CDP Use Case Template (CDP Institute)

Marketers wishing to buy a CDP often struggle to define their system requirements. The CDP Institute provides a template to help buyers identify the gaps the CDP needs to fill.

CDP Screening Template (CDP Institute)

CDPs vary greatly in scope, experience, and other factors. The CDP Institute provides a screening template so buyers can quickly identify the most relevant systems for their needs.

CDP RFP Template (CDP Institute)

Companies purchasing a CDP often run through a formal selection process. The CDP Institute provides a standard template for a RFP companies can use in this process.

RealCDP: Customer Data Platform Certification Program (CDP Institute)

The popularity of CDPs has led to confusion as many vendors with similar systems seek to take advantage of buyer interest. The CDP Institute provides RealCDP, a simple checklist of what makes a system a CDP.

The Total Economic Impact Of Celebrus (Celebrus)

Poor quality data is a problem for companies. Learn how Celebrus helps companies solve this problem.

Personalization at Scale (Lytics)

If personalization is both possible and in demand, why are so many companies still struggling to get it right? The answers boil down to both mindset and technology. Lytics explains it all.

The Ultimate Guide to Driving Revenue with a B2B Customer Data Platform (Leadspace)

Marketers have been scrambling for years to keep up with customer data. Leadspace explains how a B2B CDP can help.

Let’s Look at the Data: Recent Surveys on Marketing Technology (CDP Institute)

Do consumers really want personalization? Should marketers be in charge of customer data? Learn what the surveys say.

Redpoint Customer Data Platform Solution Brief (Redpoint Global)

CDPs play an important role in digital transformation. Read on to learn how from Redpoint.

Managing Infinite Customer Journeys (Optimove)

How can you figure out what your customers will like best? Use micro-segmentation and predictive behavior modeling. Read on to learn more.

Vivino Case Study (Simon Data)

Vivino came to Simon with a tedious process of linking manually-maintained segments every day. Simon now powers campaigns for Vivino that would otherwise require 1.5 developers per year. Read on to learn how.

Simon Vendor Profile (Simon Data)

Simon’s customer data platform allows non-technical marketers to easily aggregate customer data from disparate sources, segment their customer base using that data, test highly-targeted marketing campaigns to those segments, and more. Read on to learn more.

AEG Presents Case Study (Lytics)

AEG Presents connects with millions of music fans to serve personal concert recommendations. To do this, AEG and Lytics turned fragmented customer data into precise knowledge about customer music preferences for more effective concert marketing.

The Purpose and Value of the Customer Data Platform (Salesforce CDP)

Customer Data Platforms are complicated but they don’t have to be confusing. Read Evergage’s The Purpose and Value of a CDP to understand the three types of CDPs and what to look for in each situation.

Subaru Case Study (Treasure Data)

Subaru isn’t the biggest automaker but it’s one of most trusted brands. Data plays a key role in attracting new buyers and keeping old customers coming back.

Intent Data for Account-Based Marketing (Dun & Bradstreet)

Intent Data: Diamond in the Rough or Just Pixie Dust? Lattice Engines explores the nuances of intent data and how B2B marketers can use it most most effectively.

Why Account-Based Marketing Needs a Customer Data Platform (Dun & Bradstreet)

ABM and CDP are BFFs, OK? Don’t drown in the alphabet soup. Read Why Account-Based Marketing Needs a Customer Data Platform from the CDP Institute and Lattice Engines to understand the challenges marketers face with ABM and how a CDP can help.

Right Ad, Right Message, Right Time (Dun & Bradstreet)

Targeting is the key to B2B advertising success. But many marketers still struggle to do it effectively. This paper from Lattice Engines presents best practices and how predictive analytics can help.

Scale Account-Based Marketing with Predictive Analytics (Dun & Bradstreet)

ABM and predictive analytics go together like bacon and…more bacon? We’re tired of bacon jokes too. So just read this paper from Lattice Engines about predictive modeling and ABM and no pigs will get hurt.

Lattice Company Overview (Dun & Bradstreet)

Predictive marketing doesn’t have to be confusing. Read this simple two-pager and you’ll understand what Lattice Engines does. Hey, it’s a start.

CDP in Financial Services (Celebrus)

Accurate, complete, and accessible customer data is essential for financial services marketing success. Celebrus shows how a Customer Data Platform using modern technology and specialized design to provide it.

A Marketer’s Guide to Customer Data Platforms (Upland BlueVenn)

Defines Customer Data Platform, distinguishes it from other technologies, and offers questions to ask when considering a CDP.

BlueVenn Customer Data Platform (Upland BlueVenn)

Learn how BlueVenn combines customer analytics and real-time, omnichannel customer journeys.

CDP Vendor Comparison (CDP Institute)

A side-by-side comparison of CDP vendors based on key differentiating features.

Top Ten Checklist for an Enterprise CDP (Treasure Data)

Handy list of the must-have items a CDP needs to unify data from disparate silos in a way that is relevant, timely, and actionable.

Customer Data Platforms and Multi-Channel Decision Management (Upland BlueVenn)

Learn why combining a CDP and decision engine in the same system has important advantages in enabling cross-channel programs, speeding up deployment and reducing cost and complexity.

The Value of Customer Data (NGDATA)

Just having data isn’t enough – you need to create value out of your data by turning your insights gleaned into actions executed.

Customer Marketing Challenges and Opportunities (Optimove)

Describes why it’s important to market to existing customers, describes the roadblocks to success, and offers a checklist of features to look for in a customer marketing system.

The Role of a Customer Data Platform in Personalization (Salesforce CDP)

Explore the technology needed for personalization and how a Customer Data Platform can make personalization easier to deliver.

Customer Data Platforms for B2B SaaS Marketing (Lytics)

Learn about the special needs that B2B SaaS marketers have for customer data, and how Customer Data Platforms are increasingly being used to meet those needs. From the CDP Institute and Lytics.

Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs To Use One (Tealium)

A basic introduction to CDPs, answers key questions, and tells how to find the right CDP for your needs.

True Real-Time Personalization (Salesforce CDP)

Provides a checklist of features to use when evaluating real-time personalization platforms.

The Power of 1 (Salesforce CDP)

Describes the evolution of personalization and defines the four elements to look in a true real-time personalization platform.

Evergage Overview (Salesforce CDP)

Learn how Salesforce Interaction Studio (formerly Evergage) combines in-depth behavioral analytics and customer data with advanced machine learning in one platform. Get everything you need to systematically understand and interact with each person that visits your site or uses your app – one at a time, “in the moment” and at scale – to deliver a maximally relevant, individualized experience.

Customer Data Platform Frequently Asked Questions (CDP Institute)

Straight answers to questions including: how CDPs differ from DMPs, data lakes, and other types of systems; what’s involved in implementing and operating a CDP; and how CDPs integrate with marketing execution systems.

How to Choose a Customer Data Platform (Lytics)

Why you need a CDP, how CDP differs from other solutions, and what to look for when buying a CDP.

American Automobile Association Case Study (Upland BlueVenn)

AAA used BlueVenn to integrate near real-time data, historical behavior, and predictive models to deploy campaigns in online and offline channels.

BlueConic Overview (BlueConic)

An overview of BlueConic key features and benefits.

CDP Evaluation Guide – Processing (CDP Institute)

Questions to ask CDP vendors related to transformations, identity association, and preparing data for access. Part of a series to help buyers make an informed decision.

CDP Evaluation Guide – Outputs (CDP Institute)

Questions to ask CDP vendors related to use of CDP data, including connections to external systems, performance, and applications provided within the CDP. Part of a series to help buyers make an informed decision.

CDP Evaluation Guide – Data Ingestion (CDP Institute)

Questions to ask CDP vendors related to data load, data structure, performance, and functions. Part of a series to help buyers make an informed decision.

CDP Evaluation Guide – Commercial (CDP Institute)

Questions to ask CDP vendors related to operations, support, costs, and vendor background. Part of a series to help buyers make an informed decision.

Heineken USA Case Study (BlueConic)

Heineken USA needed to reduce reliance on third-party data. Learn how the BlueConic CDP made it possible.

The Self-Serve Segmentation Superpower (Simon Data)

Segmentation is a valuable martech capability. Simon Data explains how to make it work for you.

Martech Stack Optimization (Simon Data)

The martech web is more complex than ever. Simon Data helps you demystify and optimize.

CDP Buyer’s Guide (Simon Data)

It can be difficult to choose the best CDP for your business. This guide from Simon Data aims to help.

Enterprise CDP: Treasure Data (Treasure Data)

A customer data platform can drive outstanding CX. Learn how the Treasure Data CDP manages your data to make this possible.

John Hardy Case Study (Optimove)

A luxury jewelry brand wanted to integrate its customer data to increase personalizaiton. Learn how the Optimove CDP brought them a 53% increase in monthly average net revenue.

Paper Source Case Study (Optimove)

A premier paper and gift store needed to quickly adapt during the pandemic. Optimove explains how its CDP helped them understand their customers.

Entain Case Study (Optimove)

An international gambling operator wanted to effectively communicate with its players at scale. Learn how Optimove made it possible.

Walz Case Study (CrossEngage)

A mail-order group wanted to learn more about its customers. CrossEngage explains how they made it possible.

Atelier Goldner Schnitt Case Study (CrossEngage)

A fashion retailer wanted to make its marketing processes more innovative and effective. Learn how the CrossEngage CDP helped them do so.

CDP Readiness Guide (Lytics)

Implementing a CDP can sound like a big deal. Lytics explains how you might be more ready for a customer data platform than you think.

Electrolux Case Study (Lytics)

A home appliances manufacturer wanted to expand to include D2C. Learn how the Lytics CDP boosted web conversions by 37.5%.

Nestle Purina Case Study (Lytics)

An online database of adoptable pets across North America wanted to know its customers. Learn how the Lytics CDP made it possible.

Glossary of Marketing Privacy Terms (CDP Institute)

Are you overwhelmed by the number of privacy terms in the marketing world? The CDPI has a glossary that will hopefully clear things up.

Glossary of CDP Related Terms (CDP Institute)

Are the terms in the CDP industry confusing you? This CDPI glossary is here to help.

7 Foundational, Insight-Led Customer Journeys for Every Lifecycle Stage (Lexer)

A CDP can quickly and easily activate various campaigns. Lexer details how to do so for every lifecycle stage.

Rip Curl Case Study (Lexer)

A global surfing brand wanted to use data to understand and engage customers. Learn how Lexer made it possible.

Segment 2030, Today (Twilio Segment)

What will 2030 be like for the marketing world? Segment presents a few predictions.

Identity Resolution: A Guide to the Post-Cookie World (Twilio Segment)

Privacy legislation and the death of the third-party cookie mean identity resolution matters more than ever. Segment helps you design your strategy.

Introduction to Data Clean Rooms (Zeotap)

A data clean room is a way to share and explore personal data while maintaining privacy. The CDP Institute and Zeotap explain further. I agree that I may be contacted by Zeotap for a follow-up and offering of products and events via email. I can unsubscribe at any time. For information on how to unsubscribe, as well as Zeotap’s privacy practices and commitment to protecting your privacy, please review Zeotap’s Privacy Policy.

Why Data Governance Matters More Than Ever (Acxiom)

With the CCPA, GDPR, and other regulations in place, brands need to prepare now. Acxiom describes how to build a lasting data governance strategy.

The Data Trust Imperative (Acxiom)

Data trust is the belief by people that you will use their data securely and ethically to do valuable things for them. Acxiom explains how to build this trust.

Privacy Policy Checklist (DataEM)

Is your company’s privacy policy as comprehensive as it needs to be? DataEM provides a checklist to help you figure it out.

California Consumer Privacy Act (DataEM)

The CCPA contains important privacy rules. DataEM details what they are and how to comply.

GDPR Compact Guide (DataEM)

The GDPR is now in effect across Europe. DataEM explains what this means for your privacy practices.

Turn GDPR Into an Opportunity (Informatica)

At first glance, GDPR may seem too disruptive to be a good thing. Informatica explains the opportunities it actually creates for positive transformation.

Powering Privacy Compliance with a Customer Data Platform (Treasure Data)

New privacy rules are forcing advertisers to find new ways of gathering data. The CDPI and Treasure Data explain how a CDP can help.

Data Privacy & Security Survey (Wunderman Thompson Data)

What concerns do American consumers have about privacy and security? Wunderman Thompson Data explains.

The Intelligence Engagement Platform (NGDATA)

The NGDATA CDP works in real time to provide insights through AI audiences. Read on to learn more.

Field Guide to Customer Data Platforms (Optimove)

Struggling to tell Customer Data Platform vendors apart? Optimove’s Field Guide to CDPs describes the major types of CDP vendors, identifying features for each, and how to pick the one that’s right for you.