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Step-by-step guide to choosing a CDP
Define your business goals
Before choosing a platform, it is important to determine how you plan to use the CDP. For example, if the main goal is to personalize marketing campaigns or collect data from various sources to analyze customer behavior, this will immediately help narrow down the range of suitable solutions. It is important to consider how the CDP will integrate into current processes and what tasks it should solve in the short and long term. Understanding the goals is a fundamental step in choosing, so we advise you to devote enough time to it.

Often, the primary and secondary tasks for a CDP help define the tasks of the department that will use it. Therefore, when choosing a CDP, it is not only the marketing team that is involved, but also other departments that will work with the system or whose data it will process.


Marketing: Primary CDP users who want to know how the system will help with campaign personalization and segmentation.
Sales: They need to understand how the CDP integrates with the CRM to improve customer engagement.
Product and Development. Those responsible for technical integration and system setup will highlight the criteria that are important to your company, and the product team will suggest a list of user journey data that will help improve the product.
Analytics: These professionals use CDP to build reports and forecasts.
Define the functionality requirements
Once the goals are defined, the next step is to formulate specific requirements list of malaysia cell phone number for the functionality of the system. Examples of questions to ask yourself at this stage are:

What data do you plan to collect for your CDP? This could be data from your CRM, web analytics, social media, and offline channels.
Do you need automation? It is important to know whether you plan to automate marketing campaigns, as well as segmentation and personalization of customer experience.
What kind of analytics should the system provide? Do you need complex predictive models and machine learning tools, or is simple data analysis enough?
The more precisely you formulate your requirements, the easier it will be to find a platform that meets them.

Evaluate the integration possibilities
A CDP is a bridge between different systems, so it should easily integrate with your current tools, such as CRM, CMS, email platforms, and analytics systems.

Before choosing a CDP, check how easily it integrates with the systems you already use. If additional bundled services need to be developed, this can significantly increase the costs and implementation time. Having a wide range of ready-made integrations is not just convenient, but also a mandatory requirement for optimal system operation.