Marketer’s Guide: How to Create an RFP for a Customer Data Platform (CDP)
Data bottlenecks and resource-intensive analytics can immobilize your marketing team, making it hard to deliver relevant customer experiences at scale. A decision-first customer data platform (CDP), however, focuses on first-party data and gives you a real-time unified view of your clients.
Selecting the right CDP for your business can feel daunting so we’ve developed a user-friendly guide and request for proposal template to help you make your case.
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This guide breaks down each step of the process and provides templates, frameworks, and best practices to help you prepare an RFP for a customer data platform.
- Set organizational goals that a CDP should accomplish
- Align with internal stakeholders about the need for a CDP
- Develop specific use cases
- Narrow the list of potential vendors based on an established list of fundamental features
