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Customer Data Platform (CDP) Implementation Checklist

 and  four contributors
Apr 20, 2023

Summary

Customer data platforms (CDPs) are billed as plug-and-play solutions, but in practice, they include a complex array of data management, data warehousing, orchestration, and integration capabilities that require significant effort to properly deploy. Firms need a comprehensive implementation plan covering data ingestion and governance through to customer profile assembly and audience selection. B2C and B2B marketing teams should use this checklist to plan for a successful CDP deployment and track the progress of their implementations.

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