How you manage your customer data depends on your business goals and strategy. In this on-demand workshop, David Raab will share a process to understand your overall business, uncover the implicit or explicit strategy driving business decisions, and relate that strategy to decisions about marketing programs and resources. Then, we’ll look at how to document your existing marketing systems and identify the functions you may need to add or improve.
What’s a Customer Data Platform? We’ll define the features of a Customer Data Platform, how CDPs work, what makes them special, and where they fit within the larger scheme of marketing systems. Next, we’ll describe other systems that may solve some of the same problems as CDPs. You’ll learn the advantages and disadvantages of each approach and which is best for different situations.
Defining Your Needs. Understanding and documenting your requirements is the key to improving your systems. We’ll practice a structured approach to defining business use cases, deriving system requirements from those use cases, finding gaps in existing systems, and planning how to fill those gaps.
Conditions for Success. We’ll learn how to assess the technical and organizational factors that affect your success with customer data. Specific topics will include data quality, measurement systems, and business case preparation. You’ll build a comprehensive list of items to address before moving ahead with your project.
Finding the Right CDP. With dozens of CDPs to choose from, there’s a good chance that one exists which fits your needs – if you can find it. We’ll cover how to quickly identify the most relevant vendors, running an efficient but thorough selection process, the key role of scenarios in making a sound choice, when you need a Request for Proposal and how to write one if you do, and making the best use of vendor references.
Planning Your Deployment. We’ll discuss what you can do in advance to ensure a quick and successful deployment. Topics include a typical deployment plan, what to expect from the vendor, what your own staff will need to provide, and how to define project stages to deliver the most value in the least time.
These immersive, half-day MarTech workshops are designed to equip you with actionable tactics and address your specific questions.
On-demand recordings will be available until Monday, May 17.
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David M. Raab is founder and CEO of the Customer Data Platform Institute www.cdpinstitute.org, a vendor-neutral organization which educates marketers and technologists about customer data management. Mr. Raab named the Customer Data Platform category in 2013. Before CDP Institute, Mr. Raab spent most of his career as a consultant helping marketers to understand, find and deploy marketing technologies and vendors. He is a frequent speaker and writer on marketing topics and author of Marketing Performance Measurement Toolkit (Racom Books, 2009). Prior to Raab Associates, he held senior marketing positions in the publishing and continuity industry. Mr. Raab holds a bachelor's degree from Columbia University and MBA from the Harvard Business School.