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.

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Industry Update July 2025 (CDP Institute)

What’s new in the CDP industry? This report from the CDP Institute details growth, acquisitions, and more customer data platform trends.

Mini-Course: CDP Implementation Success (CDP Institute)

This practical course guides experienced professionals through the essential steps of successfully implementing a Customer Data Platform. You’ll develop comprehensive project plans, master use case prioritization, create robust data strategies, and ensure organizational readiness for deployment success.

Mini-Course: CDP Vendor Selection (CDP Institute)

This practical course guides marketing, technology, and data professionals through a systematic approach to selecting the right Customer Data Platform vendor. You’ll master proven frameworks for identifying qualified vendors, gathering comprehensive information, and making confident selection decisions that align with your business requirements.