Salesforce | Things to Consider Before Choosing CDP Implementation Partner

Are you looking for a Salesforce CDP integration and implementation services provider and don’t know how to choose the right CDP for your business, then worry not, we are here with proven six steps that will help you out here.

Keep All Stakeholders in Loop

The success of a solution depends on how well the users will get acquainted with the implemented solution. Therefore, before you finalize what kind of CDP you wish to use, you need to bring all the internal stakeholders into the selection process.

Understand their requirements, their department needs, and the challenges they are facing. And accordingly, go for the CDP selection.

Define Use Cases

There are different kinds of CDPs available in the market. Before you choose any, make sure you have the answer to these questions –

What business challenges do I need to overcome?
Will the selected CDP be able to solve my problem?
How will the CDP benefit my business processes?
How could it help achieve improved sales?
Will it improve my team’s performance and work quality?

Some other things which you need to understand before selecting CDP are as follows –

What business challenges do I need to overcome?
Will the selected CDP be able to solve my problem?
How will the CDP benefit my business processes?
How could it help achieve improved sales?
Will it improve my team’s performance and work quality?

Don't forget to check out: Can Salesforce Implementation Partner Be the Missing Piece of the Puzzle?

Determine the Tools Needed

Make a list of tools that your company uses and that you want to integrate with the CDP. Also, make a list of the tools that your business use for customer interaction, such as website tools, CRM system, live chat, email, etc.

Some of the important tools are –

Analytics tool
Ads tool
Liver-chat tools
Business intelligence tools
Data warehouses tools

Requirements Gathering

Customer Data Platform used for different works. Make sure you gather all the information about the use case. In case you are not sure what is your CDP use, here are a few that will help you decide –

Use of CDP to help with GDPR and CCPA compliance
Use of CDP to get a full view of the customer journey.
Use of CDP to have up-scale security.
Use of CDP to get a proper understanding of each piece of collected data.

Compare Vendors

There are several vendors who offer CDP implementation services. Choose the one that fits your business requirements and budget.

Yes, budget is also important, but I think when it comes to quality, the selection of the vendors should not be compromised.

To start the process of selection, you should first identify the customers which are most similar to your industry or business niche, and check out how CDP has worked for them.

There are certain things that you need to consider while selecting the right CDP such as –

Is the potential CDP will accomplish the use case which you want to achieve?
Does the potential CDP handle data enable your compliance with GDPR and CCPA?
Is it suitable for the existing and as well for future use cases for your business?
Make sure you hire an expert CDP implementation partner.

Check out another amazing blog by Fexle Services: Features of Salesforce Spring’ 23 Release That Must Not Miss

Consider ROI

ROI is one of the most important things that you must consider while selecting the Return on Investment. You can maintain the ROI worksheet, and it will help you determine the cost of time that your team invests.

Do you know the best CDP implementation, service provider?

Selection of CDP and CDP implementation partners is not an easy task. According to me, FEXLE Services will be your best choice. It is a Salesforce CDP implementation partner that has an illustrious experience in the implementation of CDP solutions for businesses of different scales and from different industries. Hope my answer will prove helpful to you in choosing the right Salesforce CDP solution.