Library/Use Case/Customer Experience, Identity Management, Omnichannel, Personalization

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.

Related Resources

Omni-Channel Personalization Powered by Customer Data Platforms (Zeotap)

Easier access to detailed customer data has made sophisticated personalization possible. The CDPI and Zeotap describe how a customer data platform can make it happen.

Privacy’s Playground: Why protecting children’s data is everyone’s concern (CDP Institute)

Susan Raab of the CDP Institute explains key laws and best practices regarding children’s data privacy.

Identity resolution lays the groundwork for stronger media activation through customer data platforms (Epsilon PeopleCloud)

A CDP delivers unified cross-channel customer data. The CDPI and Epsilon explain how identity resolution makes this tool even stronger.