6 Steps to Ensure CDP RFP Success

There are six key stages to ensuring your RFP runs as smoothly as possible. We want to ensure your process results in providing the utmost impact for your business, with a Customer Data Platform (CDP) that will cover all your immediate use cases and can scale as your business grows.

The process should take around 4-6 weeks elapsed time from beginning to end, and will cover an enormous amount of ground quickly. The purpose of this guide is to ensure you get the most out of every interaction with your vendors.

It can be a daunting process to run an RFP for a Customer Data Platform. There are so many people involved, and multiple CDP types in the market. How do you run an RFP that ensures you get the right CDP vendors in your initial selection, and how do you enable all stakeholders so that they feel their needs have been taken into account and have contributed to the process?

With more than 200 questions split into manageable sections, our question checklist walks you through everything you’ll want to ask to ensure your CDP RFP details the right requirements for success for your business.