Choosing the right Customer Data Platform (CDP) can be overwhelming—but we’ve got you covered! In just 60 seconds, we’ll walk you through six key factors to consider, from data integration to security and scalability.
Whether you’re looking to unify customer data, enhance personalization, or drive smarter marketing decisions, these quick tips will help you evaluate your options with confidence.
Get the full checklist here.
The default CRM setup only records data about and for one-on-one customer interactions. Imagine a situation where your sales and customer service teams have a complete, 360-degree view of each customer from the CRM. They can see every prior engagement with the...
Feels obvious, but tech moves fast. We have to keep pace with new approaches, new features, new tools…the list goes on. Add AI into the mix and it’s easy to feel like you’re always one step behind. In Dynamics 365 CE, that means exploring new ways to increase lead...
In the current digital environment where customers expect personalized experiences at every turn, data is king. However, you must go beyond simply collecting data to gain a true competitive advantage. You need a way to unify and deploy it, hence the CRM vs CDP...