Course curriculum

    1. Introduction

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    2. Course Outline

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    1. Introduction to Customer Data Platforms

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    2. Business's Objectives & Challenges

    3. Use cases of CDP in few industries

    4. Key success factors of Customer Data Platforms (CDPs)

    5. Delivering Quality Customer Experiences: The Formula for Success

    6. Understanding Customer Churn in the Insurance Industry

    7. Maximizing Customer Engagement with CDP and Automation Solutions

    8. CDP, CRM, DMP, DWH comparison

    1. Understanding Customer Data Management (CDM)

    2. Types of Data

    3. Data Collection Methods and Data Governance

    1. Customer Data Platform Architecture

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    2. CDP Core Capabilities: Ingestion, Profile Unification

    3. CDP Core Capabilities: Segmentation

    4. CDP Core Capabilities: Customer Activation

    1. Planning and executing a Customer Data Platform (CDP) implementation

    2. Take an example of CDP Needs and Goals for an insurance company

    3. Objectives and Key Results (OKR) in period of time – For example

    4. Data Collection: affiliated banks data online, internal data (CRM, Core, DWH)

    5. Data Segmentation: Expand diversity across user journeys

    6. Data Activation: Promote On-Site & Automation (SMS, Emai, etc), Lead Scoring

    7. Data Activation: Gamification, Surveys, Ratings, Product Recognition Online, ...

    8. CDP Leaders in the 2023/2024

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    9. Measure and optimize journey performance with rich, real-time reporting

    1. Customer Data Platform for business operations

    2. Leveraging CDPs for Marketing, Sales & Customer Service

    3. Conclusion

About this course

  • $24.00
  • 30 lessons
  • 3 hours of video content

Reference, Rating, and Feedback

Intended learners

What will you learn in the course?

  • The fundamentals of Customer Data Management (CDM) and its role in CDP implementations

  • Various methods for collecting and managing customer data

  • Architecture of Customer Data Platform, along with its core capabilities: Data ingestion, profile unification, segmentation, prediction & customer activation

  • Strategies for segmentation and prediction within CDPs to personalize customer experiences and drive business impact

  • Planning and executing CDP implementations to meet organizational objectives

  • Leveraging CDPs for marketing, sales, and customer service operations, including the use of MarTech and SalesTech tools, key metrics, and factors for success

  • Case studies: the application of CDPs in delivering quality customer experiences, maximizing customer engagement, and optimizing business performance

Instructor(s)

Instructor Bio:

I'm a seasoned author deeply passionate about data strategy and management. With over 15 years in IT, spanning banking, insurance, and retail, I've held key roles such as Data Division Director and Chief Data Officer. Currently, as Director of Data Division, I shape data initiatives, while as a Governance & Analytics expert, I establish robust frameworks. Through my writing, I share practical strategies and insights honed from diverse industry experience.

Dien Pham Cong

Chief Data Officer

Instructor(s)

Instructor Bio:

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