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, 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 doesn’t view CDP in isolation. Our experts in e-commerce, digital marketing, CRM and AI work closely together to ensure your CDP is seamlessly integrated into existing processes, touchpoints and tools.
Start using your CDP from day one to deliver measurable results. Together, we identify specific use cases, prioritise them according to business impact and translate them into a practical data strategy.
Your Path to a Powerful Customer Data Platform
1. CDP Consultation
- 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 & Architecture Design
- Selection of a suitable CDP solution for your challenges
- Development a data strategy that aligns with your marketing and business goals
3. Implementation & Integration
- Implementation and configuration of the Customer Data Platform
- Integration into your system landscape and connection of all required data sources
4. Enablement & 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. Operation, Optimisation & Further Development
- Ongoing support and further development of your customer data platform
- Regular optimisation of data quality, segments and journeys
How Much Potential Does Your Customer Data Hold? Find Out During an Initial Consultation.
Our team will get back to you within one working day
- We will try to respond to your enquiry as quickly as possible and will contact you.
Your Contact for Further Questions
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, 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.
Functions of a Customer Data Platform
Collect data from every conceivable source – from websites and social media to offline touchpoints. A CDP brings data together 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 emails to individually adapted website content.
Put the insights you gain into action straight away by using the 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 deep insights into customer behaviour and the effectiveness of marketing campaigns.
How You Benefit From a Customer Data Platform
- Unified customer view: Gain a 360-degree view of your customers by integrating data from various sources, such as CRM, sales & 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 data and information easily accessible and usable for your teams.
- Improved customer experiences: Ensure consistent, seamless experiences across all touchpoints and thereby increase 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, marketing automation systems and customer data platforms differ primarily in their purpose: CRM systems focus on managing customer relationships and sales processes, CDPs on creating a comprehensive customer profile, and marketing automation systems on automating and improving the efficiency of marketing processes. Each tool can play an important role in your system landscape and be used differently depending on business goals and requirements.
CRM systems:
- Focus: Managing customer relationships and sales processes
- Data sources: Interactions with the customer (emails, 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 systems:
- 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: Email marketing, social media, lead generation
Do you need support in the field of marketing automation? Find out more about our services:
Customer Data Platforms:
- Focus: Creating a unified 360-degree customer profile
- Data sources: All customer interaction points (online and offline)
- 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 customer data platform.
The 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 a higher conversion rate.
Our Partner in the Area of Customer Data Platforms
Salesforce Customer 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 a Salesforce partner, dotSource is your central point of contact for all your Salesforce Clouds. This guarantees maximum synergy effects while minimising friction losses.
Frequently Asked Questions about Customer Data Platforms (CDP)
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 range of sources, including website visits, social media, email interactions and offline data. This integration provides a complete and up-to-date view of the customer, which is essential for effective personalised marketing.
What should you consider before implementing a CDP?
Before integrating a Customer Data Platform into your existing system landscape, ideally you should already have a data strategy in place and define clear use cases for your company and the 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 customer data platform, select the right solution and support the implementation. As an experienced CDP agency, dotSource ensures seamless integration and sustainable ongoing development, always working in close partnership with your team.
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. Important: the CDP is the central data collector and enabler for this, but it does not usually carry out these measures on its own. For sending emails, managing ads or personalising the shop, additional systems such as email marketing tools, ad platforms, the shop system or marketing automation are generally connected, which use the data and segments provided by the CDP.
dotSource can support you in all these areas. From selecting and implementing the CDP to integrating your marketing, shop and CRM systems, as well as developing specific use cases.