Library/Use Case/Identity Management, Omnichannel

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.

Related Resources

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.