Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs To Use One

Today’s customers have been trained by Amazon, Netflix, Spotify and many others to expect personalized experiences and have little tolerance for firms that do it poorly. Quality data is needed to fuel the technologies that power personalization, but assembling that quality data can be hard.

Enter the Customer Data Platform (CDP). As defined by the Customer Data Platform Institute, a CDP is a marketer-managed system that builds a unified and persistent customer database that is accessible to other systems. While they are promising to be faster, easier, cheaper and more flexible than previous solutions – even the most savviest of martech professionals aren’t fully understanding their benefits, capabilities and integration abilities.

View this report today to learn the:

  • 3 main functions of a CDP
  • 8 advantages of using a CDP to assemble customer data
  • 8 common questions about CDPs and their answers
  • Key ways to select and budget for a CDP and more!

Download a copy of the CDP Institute’s report, “Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs to Use One” today.

Get Whitepaper

GDPR Impact Series 2018

2018 sees the long-awaited General Data Protection Regulation (GDPR) enter into enforcement starting May 25th. It is a once-in-a-lifetime change to the legal basis on which individuals share their data with organizations.

Research company DataIQ recently examined how consumers expect their data to be used and whether they intend to exercise their new rights, as well as into what organizations intend to do to bring their data-driven practices into line with the Regulations. Download the report now to:

  • Understand the consumer perspective on data collection, consent, context, and control
  • Learn key strategies for the business/marketer’s processes, top opportunities, and challenges in adjusting to the new Regulation
  • Identify any mis-alignments between the two sides’ views of the data exchange and their root causes

Whether you view data as the new oil or as the beginning of the fourth industrial revolution, its relevance in today’s world is hard to deny. By laying the groundwork now, businesses will be able to embrace the opportunities presented by GDPR, and this research takes us one step closer to a more comprehensive understanding of how to truly put the customer and their expectations at the center of everything a brand does.

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Dynamo Software Company Overview

Dynamo Software offers an industry-tailored, highly configurable platform that solves challenges across the private investment landscape for GPs, LPs and related industry participants. The Dynamo™ platform automates workflows and data management and improves the productivity of fundraising, deal management, research and due diligence, investor servicing, portfolio management, and compliance teams worldwide.

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Dynamo Software Best Practices for Deal Management

Deal-flow is the lifeblood of private equity, venture capital, and real estate investment firms. The sourcing and acquisition process requires an extraordinary amount of time and effort. Deal management software helps you keep up. Having helped alternative investment firms streamline their deal management processes for two decades, Dynamo Software has compiled the following 10 best practices for deal management software. By incorporating these best practices, investment professionals enable their firms to source and close more profitable deals.

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GDPR Impact Series 2018

2018 sees the long-awaited General Data Protection Regulation (GDPR) enter into enforcement starting May 25th. It is a once-in-a-lifetime change to the legal basis on which individuals share their data with organizations.

Research company DataIQ recently examined how consumers expect their data to be used and whether they intend to exercise their new rights, as well as into what organizations intend to do to bring their data-driven practices into line with the Regulations. Download the report now to:

  • Understand the consumer perspective on data collection, consent, context, and control
  • Learn key strategies for the business/marketer’s processes, top opportunities, and challenges in adjusting to the new Regulation
  • Identify any mis-alignments between the two sides’ views of the data exchange and their root causes

Whether you view data as the new oil or as the beginning of the fourth industrial revolution, its relevance in today’s world is hard to deny. By laying the groundwork now, businesses will be able to embrace the opportunities presented by GDPR, and this research takes us one step closer to a more comprehensive understanding of how to truly put the customer and their expectations at the center of everything a brand does.

Get Whitepaper

GDPR Impact Series 2018

2018 sees the long-awaited General Data Protection Regulation (GDPR) enter into enforcement starting May 25th. It is a once-in-a-lifetime change to the legal basis on which individuals share their data with organizations.

Research company DataIQ recently examined how consumers expect their data to be used and whether they intend to exercise their new rights, as well as into what organizations intend to do to bring their data-driven practices into line with the Regulations. Download the report now to:

  • Understand the consumer perspective on data collection, consent, context, and control
  • Learn key strategies for the business/marketer’s processes, top opportunities, and challenges in adjusting to the new Regulation
  • Identify any mis-alignments between the two sides’ views of the data exchange and their root causes

Whether you view data as the new oil or as the beginning of the fourth industrial revolution, its relevance in today’s world is hard to deny. By laying the groundwork now, businesses will be able to embrace the opportunities presented by GDPR, and this research takes us one step closer to a more comprehensive understanding of how to truly put the customer and their expectations at the center of everything a brand does.

Get Whitepaper

Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs To Use One

Today’s customers have been trained by Amazon, Netflix, Spotify and many others to expect personalized experiences and have little tolerance for firms that do it poorly. Quality data is needed to fuel the technologies that power personalization, but assembling that quality data can be hard.

Enter the Customer Data Platform (CDP). As defined by the Customer Data Platform Institute, a CDP is a marketer-managed system that builds a unified and persistent customer database that is accessible to other systems. While they are promising to be faster, easier, cheaper and more flexible than previous solutions – even the most savviest of martech professionals aren’t fully understanding their benefits, capabilities and integration abilities.

View this report today to learn the:

  • 3 main functions of a CDP
  • 8 advantages of using a CDP to assemble customer data
  • 8 common questions about CDPs and their answers
  • Key ways to select and budget for a CDP and more!

Download a copy of the CDP Institute’s report, “Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs to Use One” today.

Get Whitepaper

Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs To Use One

Today’s customers have been trained by Amazon, Netflix, Spotify and many others to expect personalized experiences and have little tolerance for firms that do it poorly. Quality data is needed to fuel the technologies that power personalization, but assembling that quality data can be hard.

Enter the Customer Data Platform (CDP). As defined by the Customer Data Platform Institute, a CDP is a marketer-managed system that builds a unified and persistent customer database that is accessible to other systems. While they are promising to be faster, easier, cheaper and more flexible than previous solutions – even the most savviest of martech professionals aren’t fully understanding their benefits, capabilities and integration abilities.

View this report today to learn the:

  • 3 main functions of a CDP
  • 8 advantages of using a CDP to assemble customer data
  • 8 common questions about CDPs and their answers
  • Key ways to select and budget for a CDP and more!

Download a copy of the CDP Institute’s report, “Customer Data Platforms: How They Work, What They Solve & Why Everyone Needs to Use One” today.

Get Whitepaper

Consumer Experience Research Study: The End Of Aimless Marketing

Poorly-targeted and irrelevant marketing materials are driving consumers away from their favourite brands. In research conducted with more than 2,000 consumers, we’ve found that only 6% of them believe the product and service offers they receive are clearly relevant to them. That’s despite over 60% demanding the offers sent from their favoured brands be tailored to them and their interests.

While the research indicates a failure of brands to deliver on that promise of marketing, which says, “we will send the right information to the right person at the right time,” it also demonstrates the market opportunity for businesses that put personalisation at the heart of their strategy and ensure tailored content is consistently provided to consumers. What’s essential in cultivating strong customer loyalty is building trust and an understanding of what matters to the individual. Technology can help bridge the gap between what marketers are able to do and the level at which they need their customer engagement to be.

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What Dangers Are Lurking in Your Tech Stack?

The Costs, Inefficiencies, and Risks Hiding in the Shadows of Your Tech Stack.

For Marketers, Technology has Become the Purpose, not the Means. We Need to Reverse That.

Many of us say we have tech stacks, but instead, we have become consumed by them. We have moved away from a focus on the human elements of marketing – the strategy, the content, and the creative elements – to instead tend to the machines: the tools, the platforms, the software, the widgets.

But relying on too much technology can be inefficient, expensive, and introduce immense organizational risk.

In this whitepaper, we’ll discuss:

  • What tech stacks are, how they came to be, and why you should be cautious
  • The downside of a giant tech stack
  • What Shadow IT is and how it relates to your tech stack
  • What marketers can do to align business goals with their technology

Download the whitepaper now to learn how to avoid the common mistakes today’s marketing leaders make when it comes to technology.

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5 Marketing Predictions for the Next 5 Years

Stay ahead of these upcoming trends with this whitepaper.

In this whitepaper, we’ll explore how:

  • First ­party data will emerge as the single most valuable asset.
  • Customers will demand full control of their personal data.
  • Location data will become the most accurate indicator of not just where, but who we as customers are.
  • Companies will emerge to broker data that will teach machines algorithms.
  • Augmented reality will become a common way to interact, especially while shopping.

Download the whitepaper to find out which digital marketing trends we believe will take hold over the next 5 years.

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The Omnichannel Marketer’s Holiday Domination Guide

As the season of holiday sales creeps closer, so does the expectation for marketers to deliver a foolproof strategy for increasing sales and customer retention through personalized 1:1 campaigns. Don’t panic. We know the challenges you face in trying to provide personalized experiences – and we want to help.

This guide will identify those challenges and translate them into an effective strategy that will engage customers and win their holiday business

We’ll look at:

  • When to start planning for the 2018 holidays.
  • Results and insights from holidays past.
  • Leveraging technology to deliver 1:1 personalization.
  • Establishing a personalized, consistent brand experience.

Download the guide now to learn more about revolutionizing your role and dominating the holiday season.

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How to choose the right CRM (Bonus Сhecklist Included)

These days a CRM isn’t just a luxury — it forms the cornerstone of your entire workflow, helping (or hindering) the effectiveness of your sales process.

That’s why choosing the right customer relationship management solution can feel like a huge undertaking. You’ve got to think about whether the functionality fits the way you work, how to get your team on board and if it’s a worthwhile investment of time and money. Pair that with the fact that there are literally hundreds of CRMs to choose from, and shopping for a CRM can be downright overwhelming.

But don’t put it off. The sooner you find a CRM, the sooner you can start enjoying the perks of a more systematized and transparent sales process. If you follow the tips below, you’ll find that searching for the right CRM can not only be painless, but even enjoyable.

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6 Ways Your CRM Is Failing You

The modern customer expects a lot — a response within the hour, a personalized buying journey and an account manager who anticipates their wants and needs. It’s no wonder that the demand for customer relationship management tools is growing every year. It gives businesses that competitive edge of getting in there first and really wowing your leads while they’re hot. Nevertheless, a lot of CRMs don’t deliver the dazzling ROI you’re expecting and working with them becomes tedious.

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