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Content Type : Evaluation Guide
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10 Things Your CDP Vendor May Not Be Telling You (BlueConic)

Companies across industries are choosing a CDP to improve customer relationships by using data efficiently. BlueConic provides questions to ask to help choose the right CDP for your needs.

Composable vs Packaged CDP Worksheets (CDP Institute)

Deciding between a Composable CDP and a Packaged CDP should be based on careful comparison. The CDP Institute has prepared these worksheets to help you gather the information needed for this decision.

Core capabilities and considerations: a retail marketer’s definitive checklist (Ometria)

Retailers have specific needs that their martech must fulfill. This checklist from Ometria details those needs so your RFP includes them all.

Request for Proposal (RFP) Guide (Amperity)

Getting value from a CDP means choosing the one that best suits your enterprise’s needs. Amperity details what questions to ask providers.

The Value Exchange (Zeotap)

Consumers now evaluate brands based on data privacy practices. Zeotap explains how to meet expectations.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

CDP Vendor Comparison (CDP Institute)

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

How to Choose a Customer Data Platform (Lytics)

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

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 – 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 – 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.

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.

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.