The Essential Quick-Start Guide to Customer Data Platforms (Blueshift) helps marketers assess their CDP need, readiness, and vendors.
CDP++ Checklist (Manthan) describes the advanced customer analytics offered by complete marketing solutions.
Customer Data Platform Buyer's Guide (Optimove) segments the CDP tech stack and identifies the best solution for your business.
The Complete CDP Evaluation Guide (ActionIQ) helps find the right solution to empower a marketing team.
A Comprehensive Guide to Evaluating Customer Data Platforms (HGS Digital) explains various aspects of CDPs and questions to ask the vendors.
CDP Use Case Template (CDP Institute) presents a standard template for identifying gaps a CDP needs to fill.
CDP Screening Template (CDP Institute) offers screening criteria to quickly identify the most relevant systems for a buyer.
RealCDP: Customer Data Platform Certification Program (CDP Institute) provides a simple checklist of items required for a system to be considered a CDP.
Before You Buy: A Guide for Choosing a Customer Data Platform (Tealium) explains how CDPs help improve first-party data management.
Customer Data Platform Buyer's Guide (Segment) helps to understand what a CDP is, why to use one, when to invest, and how to find the right CDP for your business.
Top Ten Checklist for an Enterprise CDP (Treasure Data) shows the must-have items a CDP needs to unify data from disparate silos in a way that is relevant, timely, and actionable.
The Customer Data Platform Vendor Comparison Tool (mParticle) Considering a CDP? Find the right fit with the help of our vendor comparison worksheet!
A Buyer's Guide to Customer Data & Engagement Platforms (SessionM) describes how customer data and engagement platforms consolidate data silos and enable organizations to act on that data. It then outlines essential questions for evaluating a solution.
Choosing a Customer Data Platform (Lytics) describes why you need a CDP, how CDP differs from other solutions, and what to look for when buying a CDP.
Guide to Selecting the Right Customer Data Platform (RedPoint) maps RedPoint's system against Gartner, Forrester, and CDP Institute definitions for CDPs and provides a handy glossary of CDP terms.
Openness Checklist (BlueConic) offers a set of specific critieria to use in evaluating how easily a Customer Data Platform can integrate with other systems.
Requirements for Enterprise Customer Data Platforms (CDP Institute and AgilOne) gives detailed descriptions and checklists of the special requirements that enterprise marketers have for their Customer Data Platform.
True Real-Time Personalization (Evergage) provides a checklist of features to use when evaluating real-time personalization platforms.
CDP Evaluation Guide - Data Ingestion (CDP Institute) lists 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 - Processing (CDP Institute) lists 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) lists questions to ask CDP vendors related to use of CDP data, including external connections, performance, and applications provided within the CDP. Part of a series to help buyers make an informed decision.
CDP Evaluation Guide - Commercial (CDP Institute) lists questions to ask CDP vendors related to operations, support, costs, and vendor background. Part of a series to help buyers make an informed decision.