Mastering Customer Data Platform-CDP for Business Operation

Unit 1. Introduction to Customer Data Platforms (CDPs)

●Defining Customer Data Platforms and their significance in modern business operations.

●Exploring the importance of CDPs in addressing business objectives and overcoming challenges.

●Examining use cases of CDPs across various industries.

●Identifying key success factors in the implementation of CDPs.

●Discussing strategies for delivering quality customer experiences and understanding customer churn.

●Maximizing Customer Engagement with Automation solutions in CDP

●The Comparison among CDP, CRM, DMP, DWH

Unit 2. Fundamentals of Customer Data Management

●Understanding the basics of Customer Data Management (CDM) and its role in CDPs.

●Differentiating between first-party, second-party, and third-party data.

●Exploring various data collection methods and sources.

●Addressing data quality and governance considerations in CDP implementations.

Unit 3. Components of a Customer Data Platform

●Analyzing the architecture and data flow of a Customer Data Platform.

●Exploring core capabilities such as data ingestion, profile unification, segmentation, prediction, and customer activation.

●Understanding profile unification techniques, including deterministic and probabilistic data unification.

●Detailing segmentation and prediction strategies within CDPs.

●Examining customer activation processes to engage users throughout their journey.

Unit 4. Implementing a Customer Data Platform

●Planning and executing CDP implementations to meet organizational needs and goals.

●Setting objectives and key results (OKRs) for CDP implementations.

●Exploring use cases specific to the insurance customer journey.

●Strategies for increasing data collection, including leveraging affiliated banks and online/offline channels.

●Understanding data ingestion processes and publishing data as a service.

●Overviewing data sources from core systems, and how does it feed data into insurance databases.

●Building customer segmentation and activating customers through on-site promotion and automation.

●Name of CDP Leaders in the 2023-2024 Gartner Magic Quadrant, Forrester, IDC, G2

Unit 5. Leveraging CDPs for Marketing

●Exploring the role of CDPs in marketing, sales, and customer service operations.

●Deep diving into MarTech tools, key metrics, and factors for marketing success.

●Analyzing SalesTech tools, key metrics, and factors driving sales performance.

●Understanding customer service tools, key metrics, and factors for delivering exceptional service.

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