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.
Choosing a customer data platform is a big decision, and the RFP process can quickly become more complicated than expected. Teams often know they need a stronger way to evaluate vendors, but getting from a blank document to a thoughtful, practical RFP takes time. This toolkit is built to make that process easier.
A more practical place to start
Writing an RFP for a CDP is not just about listing features. It is about asking the right questions, clarifying your priorities, and creating a process that helps your team compare vendors in a meaningful way.
That is where this toolkit comes in. It is designed to give teams a more structured starting point, so you are not building your evaluation process from scratch.
What makes this toolkit useful
This resource is built to support the actual work of creating an RFP, not just thinking about one.
Inside, you will find guidance that helps you:
- Frame your goals more clearly
- Ask stronger, more relevant vendor questions
- Build evaluation criteria around your business needs
- Create a process your team can adapt to its own requirements
It is especially helpful for organizations that want a template they can customize rather than a rigid document they have to force-fit to their needs.
More than a generic vendor checklist
One of the hardest parts of the RFP process is making sure your questions reflect how your business actually plans to use a CDP.
This toolkit is designed to help with that. It includes prompts and examples that make it easier to think through business context, use cases, evaluation criteria, and the kinds of operational questions that often shape a final decision.
Instead of starting from zero, your team gets a more informed foundation to work from.
Built for teams doing real evaluation work
This toolkit is especially relevant for teams that are actively evaluating CDP options or preparing to start that process.
It can be useful for:
- Marketing and growth leaders
- Marketing operations and technology teams
- CRM and lifecycle marketers
- Data and analytics stakeholders
- Cross-functional teams involved in vendor evaluation and selection
If your organization needs a more organized way to approach CDP selection, this toolkit can help you move faster and ask better questions.
How BlueConic approaches the selection process
Selecting the right CDP requires understanding how a platform will fit into your business, support your teams, and create value over time. That is why BlueConic focuses on helping organizations think through not just platform capabilities, but also the practical requirements behind implementation, activation, and long-term use.
With BlueConic, teams can evaluate a platform in the context of questions like:
- How easily can customer data be unified and accessed?
- How well does the platform support activation across channels?
- How flexible is it as business needs evolve?
- How effectively can different teams work with the data?
- How well does the platform support the use cases that matter most?
Download the toolkit
Access the Toolkit now to get a stronger starting point for your RFP process and give your team a more confident way to evaluate vendors.