How to write an effective Customer Data Platform (CDP) RFP and select the right one

By Kevin Garcia, Lisa Lawson

Are you evaluating CDPs or writing an RFP? If so, we know this can be a daunting task. With so many CDPs in the market and so much noise about the problems they solve, it can be hard to know where to start. On top of that, a CDP can be a foundational investment, and implementing the wrong one can waste resources, frustrate teams, and slow progress. 

After helping thousands of companies—including several Fortune 500 enterprises—understand their cross-functional CDP requirements and write an effective RFP, we’ve consolidated our learnings and battle-tested processes into a CDP RFP Guide that uses a simple 4-step process. 

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Within each step, we provide frameworks for identifying use cases and requirements, best practices, and templates to help you get started. Here’s how we can help you:

  • Step 1: We help you identify your project goals, success metrics, and the type of CDP that best solves your challenges.

  • Step 2: We help you assemble a cross-functional RFP team and define and prioritize your use cases, and identify the technical requirements and integrations needed. We provide frameworks and common use cases and technical requirements. 

  • Step 3: We help you write your RFP. We provide an RFP Template, pre-populated with best practices and key business and technical questions you should consider having CDP vendors answer.

  • Step 4: We help you select the right CDP vendor by providing a process to review vendor responses, assign scores with your cross-functional team, confirm technical requirements, and select the right CDP for your business. 

You can download the full CDP RFP Guide & Template here. Good luck on your journey to selecting the right CDP for your business.

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