Our customizable RFP Template (.xls) and buyers guide contains pre-built questions to help you understand:
A vendor's history, financial standing, and potential for growth
A CDP is an investment in the long-term success of your business's customer engagement strategy.
You'll find questions in the RFP template that will help you evaluate if a vendor is well equipped to not only meet your goals now but also become a partner for the road ahead.
Detailed capabilities of your chosen vendors
After you've had a chance to understand your potential partnership with a vendor, it's now time to answer questions about what a CDP can (or can't) do.
In the template you'll be able to get over 100 pre-built questions to help understand capabilities across data collection, identity resolution, integrations, data access, customer profiling and more.
Pricing, support, and globality of your chosen vendors
Last but not least, you'll want to ask a few questions about how the vendor plans to support your relationship going forward.
Is there global support? Is training provided? How are implementation and success plans built? We've got all of those questions covered in our guide!
RFP Primer Template (XLS)
Our comprehensive RFP template will help your organization understand how a new solution will align with your processes, evaluate vendors, prioritize capabilities and get you started with over 100 key questions you should be asking.
How to Get Buy-in for a Customer Data Platform (CDP)
Each team in your organization could have different ideas about what a CDP is and what it can do, so it’s important for the cross-functional stakeholder or team responsible for it to have a single, clear vision (with executive sponsorship) that will move the purchase process and implementation forward. Read this eBook to unlock access to proven tips for buying a CDP.