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20 questions to ask customer data platform vendors during the CDP demo

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20 questions to ask customer data platform vendors during the CDP demo

Data is the lifeblood of high-functioning marketing organizations, which explains why customer data platforms are so hot right now. CDPs serve as the “single source of truth” for the profiles of known and anonymous individuals. CDPs also unify and normalize first-party customer data, improving data accuracy, targeting relevance and marketing campaign velocity. Lastly, CDPs put control of marketing data and technology in marketers’ hands and facilitate compliance with the growing array of data privacy regulations through strong data governance.

So when it comes time to purchase or upgrade a CDP for your organization, the demo can be the best way to really understand what a particular vendor offers.

For starters, set up demos within a relatively short time frame of each other to help make relevant comparisons. Also, make sure that all potential users and stakeholders are on the demo call, and pay attention to the following: How easy is the platform to use? Does the vendor seem to understand our business and our marketing needs? Are they showing us our “must-have” features?


20 questions to ask customer data platform vendors during the

Explore platform capabilities from vendors like Blueconic, Tealium, Treasure Data and more in the full MarTech Intelligence Report on customer data platforms.

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“We’ve seen the most success with the RFPs that we have managed on behalf of clients by defining detailed use cases that force the vendors to demonstrate some of the capabilities that are critical for the organization as part of their demos,” said Craig Howard, solutions lead and key architect at Merkle. “This also helps the vendors have the best chance for success and removes a lot of ambiguity around key requirements.”

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Top help you navigate the demo, here are a few questions to ask each vendor:

  1. How does the platform provide identity resolution? How does it stitch data pointsn together?
  2. How does the platform handle both structured and unstructured data?
  3. How does the platform ingest and manage offline data?
  4. How does the platform monitor integration success and/or failures, and report on data variances or anomalies?
  5. How does the platform handle connectors and integrations with outside martech systems?
  6. Are your “must have” integrations rock solid?
  7. What is the CDP’s approach to integrating with the specific martech systems that your company uses? Just because a connector exists doesn’t mean it will necessarily work for your organization and how you use that third-party platform.
  8. How does the platform allow users to create customer segments based on behaviors and preferences?
  9. How does the platform employ machine learning for data analytics, such as predicting customer trends and patterns?
  10. How can we send personalized and targeted messaging from the CDP?
  11. How can we use the CDP to coordinate and track multi-step marketing campaigns?
  12. What data security regulations does the platform comply with?
  13. What data security certifications does the platform have?
  14. Can we pay the software license month-to-month? Or is an annual contract required? Is there a short-term contract or an “out” clause if things don’t work out?
  15. Will there be a price increase when I renew next year — if so, how much? Will the vendor commit to capped increases over a period of years?
  16. What are the additional fees? (i.e., set-up costs, add-on features, API, quotas)?
  17. How long is the onboarding process typically? Will we have a dedicated resource? Who will be the day-to-day contact?
  18. What is the level of support included in the price? What support is additional?
  19. Who pays if your system/team makes an error?
  20. Will our support team work with us to test new features and assess the results?

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Customer data platforms: A snapshot

What they are. Customer data platforms, or CDPs, have become more prevalent than ever. These help marketers identify key data points from customers across a variety of platforms, which can help craft cohesive experiences. They are especially hot right now as marketers face increasing pressure to provide a unified experience to customers across many channels. 

Understanding the need. Cisco’s Annual Internet Report found that internet-connected devices are growing at a 10% compound annual growth rate (CAGR) from 2018 to 2023. COVID-19 has only sped up this marketing transformation. Technologies are evolving at a faster rate to connect with customers in an ever-changing world.

Each of these interactions has something important in common: they’re data-rich. Customers are telling brands a little bit about themselves at every touchpoint, which is invaluable data. What’s more, consumers expect companies to use this information to meet their needs.

Why we care. Meeting customer expectations, breaking up these segments, and bringing them together can be demanding for marketers. That’s where CDPs come in. By extracting data from all customer touchpoints — web analytics, CRMs, call analytics, email marketing platforms, and more — brands can overcome the challenges posed by multiple data platforms and use the information to improve customer experiences. 

Read next: What is a CDP and how does it give marketers the coveted ‘single view’ of their customers? 

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About The Author

Does your marketing team need a digital experience platform DXP

Pamela Parker is Research Director at Third Door Media’s Content Studio, where she produces MarTech Intelligence Reports and other in-depth content for digital marketers in conjunction with Search Engine Land and MarTech. Prior to taking on this role at TDM, she served as Content Manager, Senior Editor and Executive Features Editor. Parker is a well-respected authority on digital marketing, having reported and written on the subject since its beginning. She’s a former managing editor of ClickZ and has also worked on the business side helping independent publishers monetize their sites at Federated Media Publishing. Parker earned a master’s degree in journalism from Columbia University.


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The key to correcting the C-suite trust deficit

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The key to correcting the C-suite trust deficit

Take a moment to search “CMO tenure” and you’ll find a wide variety of content discussing the short tenure of CMOs and how it’s among the shortest of roles in the C-suite. If you dive deeper, you’ll find that CEOs don’t seem to trust CMOs. 

Boathouse’s CMO Insights study (registration required) noted several sobering conclusions:

  • 34% of CEOs have great confidence in their CMOs.
  • 32% of CEOs trust their CMOs.
  • 56% of CEOs believe their CMO supports their long-term vision.
  • And only 10% of CEOs believe their CMO puts the CEO’s needs before their own.

If these statistics also apply to the CMO’s entire organization, then it’s clear we have a trust problem with marketing leadership.

If you haven’t read Patrick Lencioni’s “The Five Dysfunctions of a Team,” I consider it required reading for anyone in any leadership role. In his book, Lencioni builds a pyramid of dysfunctions that need to be addressed for a team to succeed. The foundational dysfunction — with which one cannot build a successful team — is “absence of trust.” We see it at scale with marketing organizations today.

Introducing objectivity through data

In “Hamlet,” Shakespeare writes, “There is nothing either good or bad, but thinking makes it so.” Each organization that makes up a company looks at the company from a different perspective. What marketing sees as positive, finance may see as negative. But who’s right? No one.

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Usually, there is no objectivity because leadership comes up with an idea and we execute it. It’s like the fashion proverb “Beauty is in the eye of the beholder.” Unfortunately, we’re going to struggle to run a profitable organization if it’s run like a fashion show.

Therefore, we need to introduce objectivity to how we work. Leadership needs to come together to agree on goals that align with the goals of the broader organization. One element of this conversation should be an acknowledgment that this is turning a ship.

Often leaders — especially those without marketing backgrounds — are likely to expect instant gratification. It’s going to take time to turn the ship and you and your team would do well to set reasonable expectations right away.

Dig deeper: KPIs that connect: 5 metrics for marketing, sales and product alignment

Aligning goals and metrics across the organization

With goals in hand, we need to assign metrics to their progress and agree on the source(s) of truth. Once these objective measures are in place, perspective doesn’t matter. 2 + 2 = 4 regardless of whether you’re in HR or accounting.

Every public road has a speed limit and whether you’re in compliance with it has nothing to do with your perspective. If you’re above it, you’re wrong and subject to penalties. Referring to the fashion example, it’s not a fashion show where some people like a dress and others don’t.

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By using data to objectively measure marketing’s progress within the organization and having the rest of the leadership buy into the strategy, we build trust through objectivity. Maybe the CEO would not have chosen the campaign the marketing team chose.

But if it was agreed that a >1 ROAS is how we measure a successful campaign, it can’t be argued that the campaign was unsuccessful if the ROAS was >1. In this example, the campaign was an objective success even if the CEO’s subjective opinion was negative.

Data-driven campaign planning

Within the marketing organization, campaigns should always be developed with measurement top of mind. Through analysis, we can determine what channels, creative, audiences and tactics will be most successful for a given campaign. 

Being able to tell the leadership team that campaigns are chosen based on their ability to deliver measured results across metrics aligned to cross-departmental goals is a powerful message. It further builds trust and confidence that marketing isn’t run based on the CMO’s subjective opinions or gut decisions. Rather, it’s a collaborative, data-driven process.

For this to be successful, though, it can’t just be for show, where we make a gut decision and direct an analyst to go find data to back up our approach. This would be analytics theater, which is a perversion of the data. Instead, tell the analyst what you think you want to do and ask them to assess it.

For the rest of the organization’s leadership, ask questions when the marketing team presents a campaign. Find out how they came up with the strategy and expect to hear a lot about data — especially the metrics you all agreed would support the company’s overarching goals.

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Dig deeper: 5 failure points of a marketing measurement plan — and how to fix them

Data literacy: Building credibility through transparency 

Building trust doesn’t happen overnight, but a sustained practice of using data to drive marketing leadership’s decisions will build trust if the metrics ladder up to the organizational goals and all of leadership is bought into the measurement plan.



Over time, this trust will translate into longer tenure and more successful teams through building the infrastructure needed to tackle Lencioni’s five dysfunctions.

Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.

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How Tagging Strategies Transform Marketing Campaigns

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How Tagging Strategies Transform Marketing Campaigns

How Tagging Strategies Transform Marketing Campaigns

As a marketer, I understand how today’s marketing campaigns face fierce competition. With so much content and ads competing for eyeballs, creating campaigns that stand out is no easy task. 

That’s where strategies like tagging come in. 

It helps you categorize and optimize your marketing efforts. It also helps your campaigns cut through the noise and reach the right audience.

To help you out, I’ve compiled nine ways brands use a tagging strategy to create an impactful marketing campaign. 

Let’s get to it. 

How Brands Use a Tagging Strategy

Tagging involves using keywords or labels to categorize and organize content, products, or customer data. You attach tags to specific items or information to make searching, sorting, and analyzing data easier. 

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There are various types of tags, including meta tags, analytics tags, image tags, hashtags, blog tags, and more. 

So, how do brands use a tagging strategy to make their marketing campaigns stand out?

Improve Social Media Engagement

With over 5 billion users, social media provides an easy way to connect with your audience, build relationships, and promote your offerings.

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Use a tagging strategy to boost social media interactions. Consistently use hashtags that align with current trends and topics. This encourages people to interact with your content and boosts content visibility.

You can also use tags to monitor brand mentions of your products or your industry. This allows you to engage with your audience promptly.

Consider virtual social media assistants to streamline your tagging strategy. These AI-driven tools can suggest relevant hashtags, track mentions, and automate responses. Implementing them can save time and resources while ensuring consistent engagement across your socials.

Build a Personal Brand on LinkedIn

LinkedIn is the world’s largest professional networking platform, with over 1 billion members across 200 nations. It offers excellent opportunities for individuals and businesses to build and nurture their brands.

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However, simply creating a professional profile isn’t enough to build a personal brand on LinkedIn

Use various tags to increase your visibility, establish thought leadership, showcase expertise, and attract the right connections. For instance, use skill tags to showcase your expertise and industry tags to attract connections and opportunities within your industry. Use certification tags to help showcase your expertise and credibility to potential employers or clients. 

Facilitate Customer Segmentation and Personalization

Personalization matters—more so in today’s data-driven world. In fact, 65% of consumers expect your brand to adapt to their changing preferences and needs.

To meet this expectation, consider using a tagging strategy.

Segment your customers based on shared characteristics, such as demographics, interests, purchase history, cart abandonment, and behavior.

Here’s a summary of the steps to customer segmentation.

1714881366 917 How Tagging Strategies Transform Marketing Campaigns1714881366 917 How Tagging Strategies Transform Marketing Campaigns

With your customer segments ready, use tags to tailor your marketing messages and offerings to specific segments. Imagine sending targeted email campaigns based on what your customers need. That’s the power of segmentation and tagging in action!

Enhance SEO and Content Discoverability

Tagging content can have a profound impact on search engine optimization (SEO) and content discoverability. When users search for specific topics or products, well-tagged content is more likely to appear in search results, driving organic traffic to your website. 

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Additionally, tags can help you analyze the most popular topics with your readers. Then, the results of this analysis can help you adjust your content strategies accordingly.

And get this— certain AI tools can help analyze your content and suggest relevant tags and keywords. Using these tools in addition to a tagging strategy can help optimize your SEO strategies and boost content discoverability.

Partner with the Right Influencers

Influencer marketing has become a go-to marketing approach for modern brands. Recent stats show that 85% of marketers and business owners believe influencer marketing is an effective marketing strategy. 

But how do you find the perfect influencer for your campaign? 

Utilize tags to identify influencers who are relevant to your niche. Beyond this, find influencers who align with your brand values and target audience.

Additionally, look for influencers who use hashtags that are relevant to your campaigns. For instance, fashion influencer Chiara Ferragni uses #adv (advertising) and #ghd (good hair day) hashtags in this campaign.

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Monitor industry-specific hashtags and mentions to discover influential voices and build profitable relationships with them. 

Track Hashtag Performance

Tracking your hashtag performance helps you understand your campaigns’ engagement, reach, and effectiveness.

To achieve this goal, assign special hashtags to each marketing project. This helps you see which hashtags generate the most engagement and reach, enabling you to refine your tagging strategy. 

Here’s an example of a hashtag performance report for the #SuperBowl2024.

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This curated list of hashtag generators by Attrock discusses the top tools for your consideration. You can analyze each and choose the one that best fits your needs.

Categorize Content Accordingly 

The human attention span is shrinking. The last thing you want is for your audience to have difficulty in finding or navigating your content, get frustrated, and bounce.

1714881367 884 How Tagging Strategies Transform Marketing Campaigns1714881367 884 How Tagging Strategies Transform Marketing Campaigns

Untagged content can be difficult to navigate and manage. As any marketer knows, content is important in digital marketing campaigns. 

To categorize your content, identify the main categories by topics, themes, campaigns, target audiences, or product lines. Then, assign relevant tags based on the categories you’ve identified. After that, implement a consistent tagging strategy for existing and new content. 

Organizing your content using tags can also help streamline your content management workflow. Most importantly, readers can easily find the content they’re looking for, thereby boosting overall user experience, engagement, and conversions.

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Boost Your Email Marketing Strategy

Email marketing remains a powerful marketing tool in today’s digital world. It’s also another area where brands use a tagging strategy to directly reach their target audience.

Use tags to segment your email list and personalize your marketing messages. Then, you can send targeted emails based on factors like purchase history, interests, and demographics. 

Personalization can significantly improve open rates, CTRs, and overall engagement and conversion rates. It’s a simple yet impactful strategy to make your email marketing strategy more effective.  

Plus, you can use tags to track how well your emails perform with each group. This helps you understand what content resonates best with your audience and provides insight on how to improve your emails going forward.

Enhance Analytics and Reporting

Every marketer appreciates the immense value of data. For brands using tagging strategies, tags are powerful tools for gathering valuable data. 

Analyze how users interact with your tagged content. See which tags generate the most clicks, shares, conversions, and other forms of engagement. Gain insight into audience preferences and campaign effectiveness.

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This granular data about your marketing efforts allow you to make data-driven decisions, allocate resources effectively, and refine your marketing strategies.

Final Thoughts 

There isn’t a single correct way for brands to use a tagging strategy in marketing. You can use a tagging strategy however you see fit. However, the bottom line is that this strategy offers you a simple yet powerful way to create attention-grabbing and unique marketing campaigns. 

Fortunately, tagging strategies are useful across various marketing initiatives, from social media and email marketing to SEO and more. 

So, if you’re ready to elevate your marketing campaign, build a strong brand presence, and stand out among the competition, consider employing effective tagging strategies today.


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Tinuiti Recognized in Forrester Report for Media Management Excellence

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2024-amazon-and-retail-summit

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By Tinuiti Team

Tinuiti, the largest independent full-funnel performance marketing agency, has been included in a recent Forrester Research report titled, “The Media Management Services Landscape, Q2 2024.” In an overview of 37 notable providers, this comprehensive report focuses on the value B2C marketing leaders can expect from a media management service provider, and analyzes key factors to consider when looking for a media management partner such as size and business scenarios. B2C marketing executives rely on media management services to: 

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  • Augment the efficacy of media investments
  • Bridge media impressions to commerce transactions
  • Enhance ad campaigns to drive performance

Report authors, VP, Principal Analyst Jay Pattisall and Senior Analyst Nikhil Lai call attention to the pressing need for providers to prove their value, deliver profitable ROAS, and drive alignment between CMOs and CFOs and thus liberate strained marketing budgets. 

Our Always-On Incrementality tool – which is a part of our patented tech, Bliss Point by Tinuiti – empowers marketers to validate the incrementality of their spend on each ad set, media channel, and marketing tactic so marketers can create stronger, more focused campaigns that get the job done without sacrificing the bottomline. 

B2C marketing leaders often seek and expect key business scenarios from media management service providers including media measurement and attribution, data strategy, and marketing mix modeling. MMM’s adaptability to the post-cookie/ post-IDFA world positions it as an essential tool for marketers. As businesses seek to connect the dots, leverage data, and make strategic decisions, MMM is a crucial ally in the dynamic realm of mixed media advertising. Our Rapid Media Mix Modeling sets a new standard in the market with its exceptional speed, precision, and transparency. 

According to the Forrester report, “46% of senior B2C marketing and advertising decision-makers say they plan to integrate performance and brand media assignments with a single media agency in the next 12 months…” 

In our quest to better understand all revenue-driving aspects of a given campaign, we have started on a process to quantify the impact of Brand Equity, which we believe is one of the largest missing pieces in more accurate and complete measurement. 

Learn more about Bliss Point by Tinuiti, our use cases, and our approach to performance and brand equity

The Landscape report is available online to Forrester customers or for purchase here.

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