
Reports & Guides
January 03, 2023
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Toolkit: Selecting the Right Customer Data Platform
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RFP template for a customer data platform
Thanks for exploring our toolkit! We’ve designed this template to serve as a starting point for your RFP. You’ll find a series of notes, questions, and examples that will help guide you through the RFP writing process.
Our RFP template includes:
Sample goals
Questions based on our experience with customers
Criteria for you to build your own
The download contains both Excel and Word templates, so you can select the format that works best for your team.
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Content Type
Topic
AI & Machine Learning
Analyst Report
Audience Monetization
Awards
Business Transformation
CDP
CDP 101
CDP Implementation
CDP Use Cases
CDP vs. Campaign Management
CDP vs. CRM
CDP vs. Data Warehouse
CDP vs. DMP
CDP vs. Marketing Cloud
CDP vs. MDM
Customer Analytics
Customer Data Management
Customer Data Platform
Customer Experience
Customer Identity
Data Clean Rooms
Data Deprecation
Data Privacy
Direct-to-Consumer
First-Party Data
Identity Resolution
Lifecycle Marketing
Multi-Dimensional Segmentation
News & Trends
Omni-Channel Acceleration
Operational Efficiency
Personalization
Privacy & Consent Management
Single Customer View
Vendor Selection