Why dotSource Is Your CDP Agency
Deliver personalised experiences instead of data silos. As a CDP agency, we regard your data landscape as a whole. To do this, we connect data from e-commerce, customer relationship management (CRM), marketing automation, service and sales to create a 360-degree customer view and make this data usable for you throughout the entire customer journey.
Work with an agency that does not view CDP in isolation. Our experts in e-commerce, digital marketing, CRM and AI work closely together to ensure that your CDP is seamlessly integrated into existing processes, touchpoints and tools.
Start using your CDP from day one to deliver measurable results. Together with you, we identify specific use cases, prioritise them according to business impact and translate them into a practical data strategy.
Your Path to a Powerful CDP
1. CDP Consulting
- Assessment of whether and how a CDP supports your marketing and business objectives
- Joint definition of use cases, requirements and relevant data sources
2. Concept Creation and Architecture Design
- Selection of a suitable CDP solution for your challenges
- Development of a data strategy that aligns with your marketing and business objectives
3. Implementation and Integration
- Implementation and configuration of the CDP
- Integration into your system landscape and connection of all required data sources
4. Enablement and Go-Live
- Training for your team on the safe and effective use of the CDP
- Go-live support, including testing and initial use cases
5. Further Development and Operations
- Ongoing support and further development of your CDP
- Regular optimisation of data quality, segments and journeys
How Much Potential Does Your Customer Data Hold? Find Out in a Free Consulting Session
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- Our experts will take your enquiry and get back to you within one working day.
Your Contact for Further Questions
Nadine Kannengießer
Account Executive
Digital Business
What Is a Customer Data Platform (CDP)?
A customer data platform (CDP) brings together all your customer data from various sources, standardises it and organises it in a central data repository. It enables you to create a comprehensive and unified profile of your users.
This gives you comprehensive insights into the behaviour of your customers, their characteristics and interactions along the customer journey. You can then use these insights for personalised marketing activities and to ensure an optimised customer experience.
Features of a CDP
Collect data from every conceivable source – from websites and social media to offline touchpoints. A CDP brings together data in a standardised format to create a complete picture of each individual customer.
Gain a consolidated customer profile that enables personalised communication. A CDP identifies and links a customer's different identities across all channels.
Segment your customers into dynamic groups based on their behaviour, preferences and transactional data. This real-time segmentation makes it possible to tailor the customer journey in a personalised way.
Use insights from customer data to create personalised experiences – from tailored e-mails to fine-tuned website content.
Put the insights you gain into action straight away by using data in various marketing tools and platforms. This enables you to send consistent and relevant messages across different channels.
Understand how customers interact with your brand and use these insights to make strategic decisions. A CDP provides in-depth insights into customer behaviour and the effectiveness of marketing campaigns.
How You Can Benefit from a CDP
- Unified Customer View: Gain a 360-degree view of your customers by integrating data from various sources such as CRM, sales and service, marketing automation or social media channels.
- Real-Time Personalisation: Deliver tailored content and offers to your customers at exactly the right moment.
- Compliance and Data Protection: Ensure compliance with regulatory requirements through secure and responsible data handling. With a CDP, you can ensure that customer data is stored and used in accordance with the applicable regulations.
- Efficient Data Use: Prevent data silos and make information easily accessible and usable for your team.
- Improved Customer Experiences: Ensure consistent, seamless experiences across all touchpoints, thereby increasing customer satisfaction and loyalty.
- Data-Driven Decisions: Gain valuable insights into customer behaviour and campaign performance and optimise your strategies and campaigns accordingly.
CRM vs Marketing Automation vs CDP: What Is the Difference?
CRM systms, marketing automation tools and CDPs differ primarily in their purpose: CRM systems focus on managing customer relationships and sales processes, marketing automation tools on automating and improving the efficiency of marketing processes – and CDPs on creating a comprehensive customer profile. Each tool can play an important role in your system landscape and be used differently depending on business objectives and requirements.
CRM Systems
- Focus: Managing customer relationships and sales processes
- Data Sources: Interactions with customers (e-mails, calls, meetings)
- Target Audience Insight: Contact-based, focused on individual interactions
- Data Usage: Optimisation of sales and customer service
- Personalisation: Limited, based on direct interactions
- Areas of Application: Sales management, customer service, marketing support
Find out more about our CRM service portfolio.
Marketing Automation Tools
- Focus: Automation of marketing processes
- Data Sources: Primarily collects behavioural data from owned channels
- Target Audience Insight: Segment-based, focused on behavioural patterns
- Data Usage: Increasing efficiency in marketing processes
- Personalisation: Based on predefined segments and rules
- Areas of Application: E-mail marketing, social media, lead generation
Do you need support in the field of marketing automation? Find out more about our services.
CDPs
- Focus: Creating a unified 360-degree customer profile
- Data Sources: All customer interaction points (online and offline)
- Target Audience Insight: Comprehensive, integrated understanding across all touchpoints
- Data Usage: Supporting personalised marketing strategies and customer experience
- Personalisation: Highly advanced, based on a complete view of customer behaviour
- Areas of Application: Personalised marketing, customer analytics, campaign management
CRM vs Marketing Automation vs CDP: How Can the Systems Benefit from One Another?
All three platforms are different, but complement each other. This is because marketing automation and CRM systems benefit significantly from integration with a CDP.
A CDP acts as a central data repository for customer data, creating unified customer profiles from a wide range of data sources. Based on this data foundation, marketing automation systems can create highly personalised campaigns. CRM systems in turn benefit from more accurate lead scoring and lead qualification. This leads to more efficient sales processes and higher conversion rates.
Our CDP Partner
Salesforce Data Cloud
Salesforce Data Cloud collects customer data from all your system applications such as Salesforce Commerce Cloud, Salesforce Marketing Cloud or Salesforce Sales Cloud as well as external data on a single platform and unifies them in real time. This enables personalisation and data-driven marketing campaigns.
As an official Salesforce Partner, dotSource is your central point of contact for all your Salesforce clouds. This guarantees maximum synergy effects while minimising friction losses.
FAQ – Frequently Asked Questions About CDPs
What role does data protection compliance play in a CDP?
Data protection is of the highest priority, as CDPs process extensive personal data. A CDP ensures that all customer data is processed in compliance with applicable data protection laws such as the GDPR, thereby protecting users' privacy and minimising legal risks. In addition, data-protection-compliant operation strengthens customer trust and supports a transparent data policy.
Which data sources does a CDP typically integrate?
A CDP integrates data from a wide range of sources, including website visits, social media, e-mail interactions and offline data. This integration provides a complete and up-to-date view of customers, which is essential to effective personalised marketing.
What should you consider before implementing a CDP?
Before integrating a CDP into your system landscape, you should ideally already have a data strategy in place and define clear use cases for your business and relevant departments. You should also be clear about the framework conditions required to make the best possible use of a CDP. The data experts at dotSource can support you with this.
How does CDP consulting work at dotSource?
CDP consulting begins with an analysis of your data landscape and objectives. Building on this, we develop a strategy for your CDP, select the right solution and support the implementation. As an experienced CDP agency, dotSource ensures seamless integration and continuous development, working in close partnership with your team at all times.
What use cases are there for a CDP in e-commerce?
A CDP in e-commerce primarily enables personalised campaigns, a unified view of customers across all channels and targeted segmentation based on behaviour, value or purchase history. What is important is that a CDP is the central data collector and enabler for this, but it does not usually carry out these measures on its own. For sending e-mails, managing ads or personalising online shop content, additional solutions such as e-mail marketing tools, ad platforms, shop systems or marketing automation software are generally connected, using the data and segments provided by the CDP.
dotSource can support you in all these areas – from selecting and implementing a CDP, integrating your marketing tools, shop systems and CRM software to developing specific use cases.