Do We Need a CRM and CDP?

Customer Relationship Management (CRM) systems are the cornerstone for managing customer interactions and sales pipelines.

Things are changing fast.

As businesses accumulate vast amounts of customer data, a more robust tool has emerged to complement the CRM: the Customer Data Platform (CDP).

While some may argue that the CRM can handle all customer data needs, this article will outline the distinct advantages of maintaining a separate CDP, ultimately maximizing the potential of your revenue operations.

Unified Customer View

CRMs primarily focus on tracking customer interactions and sales activities. CDPs, on the other hand, aggregate data from various sources, including website interactions, marketing campaigns, and third-party applications, to create a holistic view of each customer. This comprehensive understanding enables personalized marketing, targeted offers, and improved customer experiences.

Knowledge is power. The ability to understand your customers on a granular level – their p…