Reports & Guides
Toolkit: Selecting the Right Customer Data Platform
This toolkit provides a framework for goals, uses cases, and questions to design an RFP that will help you find the right customer data platform (CDP).
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.
