Overview

Unit 1. Introduction to Customer Data Platforms (CDPs)●Defining Customer Data Platforms and their significance in modern business operations.●Exploring the importance of CDPs in addressing business objectives and overcoming challenges.●Examining use cases of CDPs across various industries.●Identifying key success factors in the implementation of CDPs.●Discussing strategies for delivering quality customer experiences and understanding customer churn.●Maximizing Customer Engagement with Automation solutions in CDP●The Comparison among CDP, CRM, DMP, DWHUnit 2. Fundamentals of Customer Data Management●Understanding the basics of Customer Data Management (CDM) and its role in CDPs.●Differentiating between first-party, second-party, and third-party data.●Exploring various data collection methods and sources.●Addressing data quality and governance considerations in CDP implementations.Unit 3. Components of a Customer Data Platform●Analyzing the architecture and data flow of a Customer Data Platform.●Exploring core capabilities such as data ingestion, profile unification, segmentation, prediction, and customer activation.●Understanding profile unification techniques, including deterministic and probabilistic data unification.●Detailing segmentation and prediction strategies within CDPs.●Examining customer activation processes to engage users throughout their journey.Unit 4. Implementing a Customer Data Platform●Planning and executing CDP implementations to meet organizational needs and goals.●Setting objectives and key results (OKRs) for CDP implementations.●Exploring use cases specific to the insurance customer journey.●Strategies for increasing data collection, including leveraging affiliated banks and online/offline channels.●Understanding data ingestion processes and publishing data as a service.●Overviewing data sources from core systems, and how does it feed data into insurance databases.●Building customer segmentation and activating customers through on-site promotion and automation.●Name of CDP Leaders in the 2023-2024 Gartner Magic Quadrant, Forrester, IDC, G2Unit 5. Leveraging CDPs for Marketing●Exploring the role of CDPs in marketing, sales, and customer service operations.●Deep diving into MarTech tools, key metrics, and factors for marketing success.●Analyzing SalesTech tools, key metrics, and factors driving sales performance.●Understanding customer service tools, key metrics, and factors for delivering exceptional service.

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