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Customer Data Platform (CDP) RFP Template

Download RedPoint Global’s Customer Data Platform (CDP) RFP template to evaluate your current landscape and explore how others are utilizing a CDP.

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How does the CDP support each of these categories of general data access?

  1. Read from/write to native file formats (CSV, XML, JSON, COBOL, etc.)
  2. Query, create, update SQL database sources
  3. Read from/write to big data file formats (S3, Avro, Parquet, etc.)
  4. Field and record mapping between external sources and organization’s standard schemas (customer, household, organization, content, product, etc.)

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How does the CDP support data cleansing and data quality functionality?

  1. Parse, correct, and normalize identifier fields (name, address, phone, business, title, etc.) according to organization’s standards for formatting customer data
  2. Extract fields from unstructured records and files based on business rules and machine learning
  3. Recognize missing, incorrect, and out-of-bounds data, and perform specific corrections (clear field, substitute field, redirect record, or alert person)

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How does the CDP perform identity management and resolution?

  1. Provide a standard data model with customer demographics and attributes as well as related behavioral and transactional history and calculated/enriched attributes
  2. Support industry- and organization-specific extensions/attributes to the model in support of organization’s specific customer model
  3. Provide a user interace to search, select, view, and drill into a customer record on any modern browser, PC, or mobile device

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How does the CDP support a single view of the customer?

  1. Read from/write to native file formats (CSV, XML, JSON, COBOL, etc.)
  2. Query, create, update SQL database sources
  3. Read from/write to big data file formats (S3, Avro, Parquet, etc.)
  4. Field and record mapping between external sources and organization’s standard schemas (customer, household, organization, content, product, etc.)

Download the RFP Tool Kit for additional questions