Marketer’s Guide: How to Create an RFP for a Customer Data Platform (CDP)

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Marketer’s Guide: How to Create an RFP for a Customer Data Platform (CDP)

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Inside Lytics Guide: RFP for CDPs

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.

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