SlideShare ist ein Scribd-Unternehmen logo
1 von 61
Downloaden Sie, um offline zu lesen
M A R T E C H I N T E L L I G E N C E R E P O R T :
Enterprise Customer
Data Platforms:
A Marketer’s Guide
F I R S T E D I T I O N
A MarTech Today Research Report
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 1	 Email: martechtoday@digitalmarketingdepot.com
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Table of Contents
Scope and methodology .................................................................................................................. 2
CDP market overview........................................................................................................................ 3
Table 1: The leading obstacles to marketing success ............................................................... 3
A CDP is not a CRM, DMP or marketing automation platform ..................................................... 4
Table 2: How CDPs differ from other martech systems ............................................................ 4
Venture capital flows to crowded CDP market .............................................................................. 5
CDP capabilities ................................................................................................................................ 5
Data management ......................................................................................................................... 6
Analytics ........................................................................................................................................ 6
Orchestration ................................................................................................................................. 6
Data regulation compliance .......................................................................................................... 6
Third-party systems integration ..................................................................................................... 7
Choosing a CDP ................................................................................................................................ 7
The benefits of using a CDP .......................................................................................................... 7
Table 3: Select CDP capabilities ............................................................................................... 8
Pricing ............................................................................................................................................ 9
Recommended steps to making an informed purchase ................................................................. 9
Step One: Do you need a CDP? ................................................................................................... 9
Step Two: Identify and contact appropriate vendors .................................................................... 11
Step Three: Scheduling the demo ................................................................................................. 11
Step Four: Check references, negotiate a contract ....................................................................... 12
Conclusion ......................................................................................................................................... 13
Vendor profiles ................................................................................................................................. 14
ActionIQ ........................................................................................................................................ 14
AgilOne ......................................................................................................................................... 16
Amperity ........................................................................................................................................ 18
Ascent360 ...................................................................................................................................... 20
BlueConic ...................................................................................................................................... 22
BlueVenn ....................................................................................................................................... 24
Datorama ....................................................................................................................................... 26
Ensighten ....................................................................................................................................... 28
Evergage ....................................................................................................................................... 30
Lattice Engines .............................................................................................................................. 32
Lytics............................................................................................................................................... 34
mParticle ........................................................................................................................................ 36
ONEcount ...................................................................................................................................... 38
QuickPivot ..................................................................................................................................... 40
Radius ............................................................................................................................................ 42
Segment ........................................................................................................................................ 44
SessionM ....................................................................................................................................... 46
Tealium........................................................................................................................................... 48
Treasure Data ................................................................................................................................. 50
Velocidi .......................................................................................................................................... 52
Zaius .............................................................................................................................................. 54
Zylotech ......................................................................................................................................... 56
Resources .......................................................................................................................................... 58
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
© 2018 Third Door Media, Inc. • http://digitalmarketingdepot.com 	 2	 Email: whitepapers@digitalmarketingdepot.com
Scope and methodology
This report examines the current market for enterprise customer data platforms (CDPs) and
the considerations involved in implementing the software. This report answers the following
questions:
•	What trends are driving the adoption of CDPs?
•	Who are the leading CDP vendors?
•	What features do CDP vendors provide?
•	Does my company need a CDP?
•	How much does a CDP cost?
For the purposes of this report, a CDP is defined as a marketer-managed system designed to
collect customer data from all sources, normalize it and build unique, unified profiles of each
individual customer. The result is a persistent, unified customer database that shares data
with other martech systems. (Sources: CDP Institute and LUMA.)
If you are considering licensing a CDP, this report will help you decide. The report includes
industry statistics, market trends and recommended steps for making an informed purchase
decision. It also includes 19 vendor profiles. This report is not a recommendation of any
particular CDP or company and is not meant to be an endorsement of any particular
product, service or vendor.
The vendors profiled in this report were selected based on their roles as CDP leaders or their
entire revenue comes from CDP technology and services. The focus of this report is CDPs
that are available as stand-alone services, and not embedded in a larger cloud application or
part of a larger agency service offering.
The report was prepared by conducting interviews with leading vendors and industry
experts. Interviews took place in June and July 2018. These, in addition to third-party
research, form the basis for this report.
August 2018
Editorial Advisor:
David Raab, Founder, CDP Institute
Research/Writers:
Karen Burka, Senior Research Consultant, Third Door Media
Brian Kelly, Principal, Candlewood Creative
Editor:
Claire Schoen, Director, Marketing Services Content, Third Door Media
Orchestrate Your Customer Data
Tealium's Universal Data Hub provides a unified source of customer
data, available in real time across teams, tools, and touchpoints.
Trusted by Over 800 of the World's Most Innovative Brands
See Our Industry-leading Approach
tealium.com/why-tealium
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 3	 Email: martechtoday@digitalmarketingdepot.com
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
CDP market overview
The customer data platform (CDP) market is expected to generate $1 billion in revenue by
2019, according to the CDP Institute, as both employment and the number of CDP vendors
doubled in 2017. Driving growth is a perfect storm of increasing complexity in the customer
journey, the martech stack and data governance.
Gartner predicts that the average US adult will own more than six smart devices by 2020,
making cross-device IDs and identity resolution – the ability to consolidate disparate sets of
data into an individual profile – a critical need for marketing effectiveness. As the number of
touchpoints in the customer journey expands, CDPs allow marketers to break down first-party
customer data silos to unify and normalize contact information.
Almost half of marketing executives say they are responsible for enterprise marketing
technologies, and nearly one quarter manage their martech platforms independently from IT,
according to the CDP Institute. With marketers exercising more control over technology, there
is more focus on adopting marketing-centric solutions.
Enter the CDP – a platform designed for marketer use – to streamline the flow of customer
data throughout the martech stack and create a single view of the customer, which remains the
leading obstacle to marketing success (see Table 1).
Table 1: The leading obstacles to marketing success
32%
34%
39%
49%
58%
0% 10% 20% 30% 40% 50% 60% 70%
Martech staff training
Overall budget
Martech budget
Collaboration outside marketing
Single customer view
Source: Best Practices in Building a Unified Customer Database, CDP Institute
Customer data security and governance have also leapt to the forefront of marketer concerns,
as the alphabet soup of data regulations – from HIPAA (Health Insurance Portability and
Accountability) to HITECH (Health Information Technology for Economic and Clinical Health)
to GDPR (General Data Protection Regulation) and CASL (Canada Anti-Spam Legislation) –
continues to grow. CDP vendors provide strong data governance protocols that are certified
by third-party organizations to ensure compliance with these types of regulations, as well as
other data security standards. For example, many CDP vendors are SOC (Service Organization
Control), SSAE (Statement on Standards for Attestation Engagements) and/or ISO
(International Standards Organization) certified. These audits confirm best practices around
internal processes, data management, data privacy and security.
As the number of
touchpoints in the
customer journey
expands, CDPs
allow marketers to
break down first-
party customer data
silos to unify and
normalize contact
information.
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 4	 Email: martechtoday@digitalmarketingdepot.com
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
A CDP is not a CRM, DMP or marketing automation platform
There is still some market confusion about how a CDP differs from a CRM, a DMP (data
management platform) or a marketing automation platform. A CDP provides the following
three core features that together make it unique from other systems (see Table 2):
•	A unified, persistent customer database that provides data transparency and granularity at
the known, individual level. A CDP can identify customers from many different data sources
by stitching together information under a unique, individual identifier. The CDP then stores
its own copy of the data.
•	Marketer control over customer data collection, segmentation and orchestration through
native (out-of-the-box) integration that minimizes the need for IT or developer help.
•	Data integration of both known and anonymous customer data with any external source
or platform, including CRM, point of sale (POS), mobile, transactional, website, email and
marketing automation.
CDPs can be used as systems of record, storing both known and anonymous customer profiles
in a central hub that integrates data from all of the organization’s various software systems. The
data is accessible for marketing analysis, segmentation and insight discovery, with the goal of
increasing the velocity and effectiveness of omnichannel marketing campaigns.
Conversely, DMPs focus primarily on anonymous interactions and are used by digital advertisers,
marketers and publishers to store and manage audience and campaign data. DMPs rely on
anonymous, third-party data to segment and build audiences that look like first-party customers.
Marketing automation platforms, which, like CDPs, are designed for marketer use, focus on
collecting digital channel data and executing digital campaigns. Marketing automation platforms
do not offer the cross-channel (i.e., online/offline data) capabilities that are native to CDPs.
CRMs compile customer data and are often used as the organization’s centralized data hub.
However, CRMs provide marketers with minimal system access and control and can’t identify
or engage with anonymous individuals. Similarly, data warehouses store many types of
organizational data, but are managed, by and large, by IT departments.
Table 2: How CDPs differ from other martech systems
All customer data
available at the
individual level
Marketing
Automation
First-and third-party
data accessible to
external sources
Marketer control over
data
CRMDMP
DATA
WAREHOUSE
CDP
Source: Third Door Media
CDPs can be used as
systems of record,
storing both known
and anonymous
customer profiles
in a central hub
that integrates
data from all of
the organization’s
various software
systems.
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 5	 Email: martechtoday@digitalmarketingdepot.com
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Venture capital flows to crowded CDP market
The crowded CDP vendor market includes several pure-play companies
that have launched in the past five years, as well as more mature companies
that have their roots in digital technologies such as tag management
and personalization. As the market matures, many vendors that initially
focused on customer database creation and maintenance are responding
to market demand by expanding their capabilities to include data analytics,
personalization and orchestration.
Venture capital is playing a key role in the market’s maturation and growth.
Nine of the vendors profiled in this report have raised more than $256 million
since January 2017 (see sidebar).
SessionM announced a $23.8 million Series E led by Salesforce Ventures in
July 2018. Boston-based Zaius raised $30 million in April 2018 to develop its
partner and developer ecosystem, as well as expand platform functionality.
One month later, the company announced the launch of Omnichannel
Campaign Manager, a new platform feature enabling marketers to create,
execute and measure multichannel campaigns in one view.
In September 2017, mParticle secured $35 million in Series C funding to help
roll out a new enterprise-level identity resolution product, IDSync. Earlier, in
July 2017, Segment scored $64 million in its own Series C round designed to
grow the company’s customer base and investment in “new parts of the core
product and platform.”
There has been little market consolidation, thus far, although that will change
as marketing cloud providers look to expand their ability to manage first-party
customer data. In July 2018, Salesforce announced an agreement to purchase
Datorama, while Treasure Data announced it was being acquired by ARM
Holdings. BlueVenn bought Leap Media Solutions, a provider of marketing
campaign and analytics services for the media industry, in January 2018 for an
undisclosed amount.
CDP capabilities
Vendors ranging from tag management solutions to personalization platforms
to pure-play CDP providers currently offer CDPs. Virtually all of the CDP
vendors profiled in this report provide the following core capabilities:
•	Data management (collect, normalize and unify customer data in a
persistent database);
•	Identity resolution to stitch customer data snippets from disparate sources;
•	User interface (UI) and features designed for marketing organization use,
without the aid of IT or data science resources; and
•	Data access to all external systems on a vendor-neutral basis.
CDP vendors differentiate by offering more advanced capabilities that include
– but are not limited to – the following:
•	Structured and unstructured data management;
•	Online and offline data management;
Select CDP venture funding
rounds, 2017-2018
July 2018
SessionM: $23.8M Series E led by
Salesforce Ventures
April 2018
Lytics: $14M led by Two Sigma
Ventures
Zaius: $30M Series B led by Insight
Venture Partners
October 2017
ActionIQ: $30M Series B led by
Andreessen Horowitz
Amperity: $28M Series B led by
Tiger Global Management
September 2017
mParticle: $35M Series C led by
Harmony Partners
August 2017
Evergage: $10M Series C led by
Arrowroot Capital
July 2017
Segment: $64M Series C led by GV
and Y Combinator
June 2017
Zaius: $6.5M venture round led by
Underscore VC
April 2017
ActionIQ: $13M Series A led by
Sequoia Capital
February 2017
Tealium: Undisclosed Series E led by
Citi Ventures
January 2017
Ascent360: $1.9M seed round led by
Access Venture Partners
Source: Third Door Media
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 6	 Email: martechtoday@digitalmarketingdepot.com
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
•	Analytics that enable journey mapping, audience segmentation and predictive modeling;
•	Orchestration for personalized messaging, dynamic interactions and product/content
recommendations; and
•	Compliance with vertical industry and international data regulations.
The following section discusses these features and the key considerations involved in choosing
a CDP (see Table 3).
Data management
Data collection and maintenance is a core CDP function. Virtually all CDPs provide a central
database that collects and integrates personally identifiable customer data across the
enterprise. From there, however, CDPs vary in their abilities to manage the following:
•	Identity resolution: The platform ‘stitches’ together customer data points from various
channels into a single customer profile.
•	Online/offline data: The platform uses email addresses, phone numbers and postal
addresses to clean and standardize customer records.
•	Structured/unstructured data: Most, but not all CDPs manage unstructured data (i.e.,
social media feeds, product photos, barcodes), which may comprise up to 80% of all data
by 2025, according to IDG.
•	Mobile data: Several CDPs offer software development kits (SDKs) to load data from
mobile apps directly into the central database.
The importance of each of these data management capabilities will depend on the
organization’s business goals, and whether it has a significant mobile presence, direct mail
budget or brick-and-mortar stores and/or agents.
Analytics
A growing number of CDP vendors offer data analytics that allow marketing end-users to
define and create customer segments, track customers across channels and glean insights
from customer behavior and trends. The specific tools provided can include predictive models,
revenue attribution and journey mapping. The CDP often automates the distribution of the
customer segments on a user-defined schedule to external martech systems such as marketing
automation platforms and email service providers (ESPs) for campaign execution.
Orchestration
A select group of CDPs provide campaign management and customer journey
orchestration features that enable personalized messaging, dynamic web and email content
recommendations, as well as campaigns that trigger targeted ads across multiple channels.
For example, the CDP could deliver targeted content to a web visitor during a live interaction.
To do this, the CDP must accept input about visitor behavior from the customer-facing system,
find the customer profile within its database, select the appropriate content and send the
results back to the customer-facing system. A CDP may also facilitate digital advertising
through an audience API that sends customer lists from the CDP to systems (i.e., DMP, DSP, ad
exchange) that will use them as advertising audiences.
A growing number
of CDP vendors
offer data analytics
that allow marketing
end-users to define
and create customer
segments, track
customers across
channels and glean
insights from
customer behavior
and trends.
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 7	 Email: martechtoday@digitalmarketingdepot.com
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
A CDP fosters
cooperation among
siloed groups
because it gathers
data from throughout
the enterprise and
supports customer
interactions across
many departments.
Data regulation compliance
CDP vendors are in varying stages of compliance with the wide range of vertical market
and international regulations that safeguard customer data privacy. The European Union’s
GDPR was implemented in May 2018 and impacts all US marketers and data firms handling
European data or serving customers in the EU. Brands marketing to Canadian consumers
through email must also comply with the country’s CASL (Canada Anti-Spam Legislation).
Marketers in the highly regulated healthcare market must follow HIPAA and HITECH
regulations. In addition, all organizations that accept, process, store or transmit credit card
information must maintain a secure environment that meets Payment Card Industry Data
Security Standards (PCI DSS), as well.
Third-party systems integration
CDPs streamline integration of customer data by providing out-of-the-box (or native)
connectors for many martech systems, including CRMs, DMPs, marketing automation
platforms, DSPs, and campaign analytics and testing tools. Most marketing organizations have
assembled a martech stack that contains many of these types of platforms. But integrating
the data that resides in the martech ecosystem is a huge challenge – one that costs US
brands millions of dollars annually. The majority of CDPs profiled in this report also provide an
extensive set of APIs for custom integrations.
Choosing a CDP
The benefits of using a CDP
Marketing executives today are in charge of dozens of martech applications to manage,
analyze and act on a growing volume of first-party customer data. But instead of increasing
efficiency, the emerging martech ecosystem has created problems with data redundancy,
accuracy and integration. Automating customer data accuracy and integration through a
CDP can provide numerous benefits, including the following:
•	Expanded enterprise collaboration. A CDP fosters cooperation among siloed groups
because it gathers data from throughout the enterprise and supports customer interactions
across many departments.
•	Improved data accessibility. A CDP is a centralized hub that collects and houses customer
data from every corner of the enterprise. Pieces of data are normalized and stitched
together to build unique, unified profiles of each individual customer. The result is a
persistent, customer database that can share data more easily and efficiently across the
organization.
•	Streamlined systems integration. A CDP unifies data systems across the enterprise,
from marketing and customer service, to call centers and payment systems. By creating a
single ‘system of record’ for first-party customer data, data redundancies and errors can
be minimized, and data can flow more quickly into – and out of – marketing automation
platforms, email service providers (ESPs), CRMs and other martech systems.
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 8	 Email: martechtoday@digitalmarketingdepot.com
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Table 3: Select CDP capabilities
1Data regulation acronyms as follows: APPs=Australian Privacy Principles, CCPA=California Consumer Privacy Act, CASL=Canadian Anti-Spam Legislation, GDPR=General
Data Protection Regulation, HIPAA= Health Insurance Portability and Accountability, HITECH=Health Information Technology for Economic and Clinical Health,
PIPEDA=Personal Information Protection and Electronic Documents Act (Canada), VPPA=Video Privacy Protection Act.
Amperity
BlueVenn
Lytics
Lattice Engines
SessionM
Zaius
Datorama
mParticle
ONEcount
Tealium
Zylotech
Ensighten
QuickPivot
Radius
Treasure Data
Evergage
Segment
Velocidi
BlueConic
ActionIQ
Ascent360
AgilOne
8 4 8
8
4
8
4
4
4 4
4
4
8
4
4
4
4
4
8
4
4
4
4
4 4
4
4
4
4
4
4
4
4
4
8
8
4
4 4
4
4
4
4
4
4
4
4
4
4
4
4
4
4
4
4 4 4
8 4 4
4 APPs,
GDPR,
HIPAA,
PIPEDA
4 444
4
4
8
4
8
GDPR
GDPR
GDPR,
HIPAA
GDPR
GDPR
4
4
4
4
4
4
4
4
4
4
GDPR,
HIPAA
CCPA,
GDPR, VPPA
GDPR,
HIPAA
GDPR,
HIPAA,
HITECH
GDPR
4
4
4
4
4
4
4
4
4
GDPR
CASL,
GDPR
GDPR
GDPR
4
4
4
4
4
4
4
GDPR
GDPR
GDPR
4
4
4
4
4
4
4
4
44
4
4
4
4
4
4
4
4
4
4
4
4
4
44
4
4
4
4
4
4
4
4
4
4
4
4
44
4
4
4
4
4
4
4
8
4
4
4
4
4
4
4
4 GDPR4 444
4 GDPR4 444
4 4 4
4 4 4
4 GDPR,
CASL
4 444
4 GDPR4 444
Vendor
Out-of-the-box APIs
Third-party systems integrationData management
Unstructured
data
Offline data
Identity
resolution
Mobile SDK
Analytics Orchestration
Data regulation
compliance1
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 9	 Email: martechtoday@digitalmarketingdepot.com
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
•	Increased marketing efficiency. A CDP unifies individual data with unique IDs that create
more robust customer records. Many manual tasks are also automated by the CDP, allowing
marketers to focus on the creative and analytical tasks they are trained for. The result is
more accurate modeling, targeting and personalization in marketing campaigns, and more
relevant customer experiences with the brand across channels.
•	Faster marketing velocity. CDPs are ‘owned’ by marketing, minimizing the need for IT or
developer intervention to collect, analyze and act upon data. With control in marketers’
hands, the time to segment and build audiences, execute campaigns and analyze results
significantly decreases.
•	Stronger regulatory compliance. A CDP creates greater internal control over customer
data, streamlining data governance to comply with the many regulations now impacting
brands worldwide. Marketers in the healthcare industry must comply with both HIPAA and
HITECH regulations. Businesses that handle European data or serve customers in the EU
must also comply with GDPR. The majority of CDP vendors are both ISO and SOC certified
for best practices in handling personally identifiable information (PII).
Pricing
A CDP is a significant technology investment and the total cost of ownership should be
considered before any contract is signed. Available data on the average annual spend for
the CDPs profiled in this report ranges from $65,000 to $150,000. The majority of CDP
vendors offer SaaS-based pricing based on factors such as the volume of data stored,
number of active customer records, number of platform users and number of API calls.
Vendors that provide analytics and orchestration services may also charge a CPM for channel
execution. Not all vendors require annual contracts, although several provide volume
discounts for long-term contracts.
Recommended steps to making an
informed purchase
Understanding your current marketing processes, knowing how to measure success and
being able to identify where you are looking for improvements, are all critical pieces of
the CDP decision-making process. The following section outlines four steps to help your
organization begin that process and choose the CDP that is the right fit for your business
needs and goals.
Step One: Do you need a CDP?
Deciding whether or not your company needs a CDP calls for the same evaluative steps
involved in any software adoption, including a comprehensive self-assessment of your
organization’s business needs, staff capabilities, management support and financial
resources. Use the following questions as a guideline to determine the answers.
1.	How do we currently manage customer data? Fragmented pieces of customer
data often reside in silos in marketing, sales, purchasing, customer support and other
departments. Does your organization have a ‘network of record?’ Do you know what
customer data it includes? Is third-party anonymous data mixed in? How many systems
are in your martech stack? And how does data get from one system to another? These
A CDP creates
greater internal
control over
customer data,
streamlining data
governance to
comply with the
many regulations
now impacting
brands worldwide.
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 10	 Email: martechtoday@digitalmarketingdepot.com
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
are all areas where a CDP can help to standardize and streamline data storage and
processing.
2.	How efficient are our marketing data processes? Martech systems are supposed
to improve data and campaign efficiency. But many times, disparate systems instead
lead to data duplication, lack of standardization and an increase in time-consuming
manual tasks. If you find yourself spending more time correcting data errors or de-
duplicating contact records, and less time executing campaigns or evaluating campaign
performance, it might be time to automate data integration.
3.	How would a CDP address our business needs? Virtually all CDPs deliver several core
capabilities around data management, but many also provide a wide range of data
analytics and orchestration features that address diverse business goals. What would
having a single view of your customers do for you? For example, do you want to reduce
churn by targeting customers with more relevant offers? Or increase the profitability of
customer acquisition efforts by creating more accurate lookalike audiences?
4.	What systems would we integrate through the CDP? The martech stack is getting
bigger and more complex for many organizations. Streamlining integration is a core
benefit of implementing a CDP, which can normalize data for easier importing and
exporting into other systems. As more brands engage in omnichannel marketing
through numerous martech apps, creating a unified view of the customer has become
critical to marketing success.
5.	How will we define and then benchmark CDP success? What key performance
indicators (KPIs) do you want to measure, and what decisions will you make based on
CDP implementation? For example, do you want to decrease data redundancy and
track how that impacts the velocity of campaign execution? Or do you want to decrease
the time your marketing staff spends on manually transferring data from one system to
another. Set business goals in advance to be able to benchmark success later on.
6.	Do we have management buy-in? As with any major organizational investment,
management support is essential to CDP success. Begin with small, short-term goals
that demonstrate how the CDP is benefiting the business, either through cost savings or
revenue gains. The key is to convince senior executives that having a single, unified view
of the customer will add to the organization’s bottom line.
7.	Do we need self serve, full serve or something in between? CDPs are built for
marketing end-users. However, CDPs vary in the scope of their capabilities – and it is
important to have some level of ongoing training to use them all. CDP vendors provide
varying levels of onboarding, customer support and/or professional services. Make sure
you understand what your marketing staff will need to know to effectively use the CDP,
or, if you lack internal resources, what type of managed services are available.
8.	What is the total cost of ownership? CDP vendors charge monthly license fees
based on the number of data records, events (or customer actions) and applications
integrated. There may be additional fees for onboarding, APIs/custom integrations or
staff training. Make sure you know your business needs and data volume to understand
the investment your organization will make.
Understanding
your current
marketing processes,
knowing how to
measure success,
and being able to
identify where you
are looking for
improvements are all
critical pieces of the
CDP decision-making
process.
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 11	 Email: martechtoday@digitalmarketingdepot.com
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Step Two: Identify and contact appropriate vendors
Once you have determined that a CDP makes sense for your business, spend time
researching individual vendors and their capabilities by doing the following:
•	Inventory all of your organization’s databases and martech applications and make sure
all stakeholders weigh in on which data and system integrations are a priority. CDPs offer
numerous out-of-the-box connectors and APIs to make the integration process faster and
more seamless. By prioritizing which applications you’ll want to integrate first, you’ll be able
to identify vendors that already have native connections to them.
•	Take your inventory and then do some research. Speak to your marketing peers at industry
events to find out who is using which CDP vendor and why. The “Resources” section at the
back of this report includes a list of blogs, reports and industry research that will also help.
(Many of the vendors profiled in this report also provide whitepapers and interactive tools
that can help.)
•	Narrow your list down to those vendors that meet your criteria. Submit your list of the
capabilities you’ve identified and set a timeframe for them to reply.
•	Decide whether or not you need to engage in a formal RFI/RFP process. This is an
individual preference, however be sure to give the same list of integrations to each vendor
to facilitate comparison.
The most effective RFPs only request relevant information and provide ample information
about your business and its CDP needs. It should reflect high-level strategic goals and
KPIs. For example, mention your company’s most important KPIs and how you will evaluate
the success of your CDP implementation. Include details about timelines and the existing
ecosystem of martech applications you have deployed.
When written properly, an RFP will facilitate the sales process and ensure that everyone
involved on both sides comes to a shared understanding of the purpose, requirements,
scope and structure of the intended purchase. From the RFP responses, you should be able
to narrow your list down to three or four solutions that you’ll want to demo.
Step Three: Scheduling the demo
Set up demos within a relatively short timeframe of each other to help make relevant
comparisons. Make sure that all potential internal users are on the demo call, and pay
attention to the following:
•	How easy is the platform to use?
•	Does the vendor seem to understand our business and our marketing needs?
•	Are they showing us our “must-have” features?
Questions to ask each vendor include:
4 What platform hosting options are available (SaaS/cloud/on premise)?
4 How does the platform provide identity resolution? How does it stitch data points together?
4 How does the platform handle both structured and unstructured data?
4 How does the platform ingest and manage offline data?
4 How does the platform monitor integration success and/or failures, and report on data
variances or anomalies?
4 How does the platform allow users to create customer segments based on behaviors and
preferences?
When written
properly, an RFP
will facilitate the
sales process
and ensure that
everyone involved
on both sides
comes to a shared
understanding
of the purpose,
requirements, scope
and structure of the
intended purchase.
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 12	 Email: martechtoday@digitalmarketingdepot.com
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
4 How does the platform employ machine learning for data analytics, such as predicting
customer trends and patterns?
4 How can we send personalized and targeted messaging from the CDP?
4 How can we use the CDP to coordinate and track multi-step marketing campaigns?
4 What data security regulations does the platform comply with?
4 What data security certifications does the platform have?
4 Can we pay the software license month-to-month? Or is an annual contract required? Is
there a short-term contract or an ‘out’ clause if things don’t work out?
4 Will there be an increase in price when I renew next year – if so, how much?
4 What are the additional fees? (i.e., set-up costs, add-on features, API, quotas)?
4 How long is the onboarding process typically?
4 Will we have a dedicated resource? Who will be the day-to-day contact?
4 What is the level of support included in the price? What support is additional?
4 Who pays if your system/team makes an error?
4 Will our support team work with us to test new features and assess the results?
Step Four: Check references, negotiate a contract
Before deciding on a particular vendor, take the time to speak with several customer
references, preferably individuals in a business similar to yours. The CDP vendor should
be able to supply you with several references if you cannot identify ones yourself. Use this
opportunity to ask any additional questions, and to find out more about any questions that
weren’t answered during the demo. Make sure that the person you’ve been referred to is a
primary platform user and is utilizing the features that your organization cares about. Consider
also asking these basic questions:
4 Why did you move to a CDP?
4 Why did you select this platform over others?
4 Has this platform lived up to your expectations?
4 How long did the platform take to implement?
4 Who was involved in the implementation?
4 Are you also using additional tools for data governance, analytics or reporting?
4 Were there any surprises that you wish you’d known about beforehand?
4 Where have you seen the most success? The biggest challenges?
4 How are you measuring your own success?
4 How easy was the set-up process and how long? Did the vendor help?
4 How responsive is customer service?
4 Has there been any down time?
4 What is the most useful, actionable (favorite) report the tool generates?
4 What do you wish they did differently?
4 Why would you recommend this platform?
Although not all vendors require an annual contract, many do. Once you’ve selected a
vendor, be sure to get in writing a list of what technology and support are covered in the
contract. Ask about what kinds of additional fees might come up:
4 Are there charges for custom integrations or API access? If so, how much?
4 What is the hourly charge for engineering services, and is there a minimum?
4 What partner organizations are available to install and integrate the tool?
4 If we need to train a new hire mid-year, what will that cost?
4 What performance levels do you guarantee (response time, availability, problem
resolution, accuracy, etc.) and what happens if you don’t meet them?
4 What is the ‘out’ clause?
Before deciding on
a particular vendor,
take the time to
speak with several
customer references,
preferably individuals
in a business similar
to yours.
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 13	 Email: martechtoday@digitalmarketingdepot.com
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Conclusion
Unified, accessible customer data has become an essential building block for brand
marketing success. But as technology continues to grow and evolve, consumers will continue
to add new devices and touchpoints to their purchase journeys. The result will be a new set
of marketing opportunities, as well as data challenges for marketers.
CDPs have emerged as a vital tool for customer data management. CDPs unify and
normalize first-party customer data, improving data accuracy, targeting relevance and
marketing campaign velocity. CDPs put control of marketing data and technology in
marketers’ hands and facilitate compliance with the growing array of data privacy regulations
through strong data governance.
As the CDP market matures, vendors are expanding their core capabilities beyond data
maintenance to offer brand marketers more analytical tools and orchestration features to
build audiences and execute multi-step campaigns across channels. The CDP vendor market
is crowded, providing marketers with many choices based on their most urgent business
needs. However, strong demand and interest from enterprise marketing clouds will lead to
more consolidation in the next 12-24 months. n
CDPs put control
of marketing data
and technology in
marketers’ hands
and facilitate
compliance with
the growing array
of data privacy
regulations through
strong data
governance.
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 14	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Target customer
•	B2C Global 2000 enterprises across multiple industries, including retail, e-commerce,
telco, media & entertainment, travel & hospitality, and consumer financial services.
Company overview
•	Founded in 2014.
•	60-plus employees.
•	$45M in total funding, including a $30M Series B in August 2017.
•	Backed by Andreessen Horowitz, Bowery Capital, FirstMark Capital and Sequoia
Capital.
Product overview
•	Connects enterprise first-party customer data, orchestrates cross-channel campaigns
and measures incremental lift across all digital and offline channels.
•	Primary use cases focus on personalizing customer experiences at every point in the
customer journey lifecycle with relevant content based on historical behavioral data.
•	SaaS solution hosted in the cloud.
Data management
•	Native ingestion of large volumes of raw data, without transformation before load.
•	Integration of any online or offline data, as well as structured and unstructured profile
and behavioral data.
•	Automated matching of data with a single customer ID.
•	Bi-directional connectors to marketing execution systems to capture and link channel
performance data.
Data security
•	GDPR compliant.
•	SOC 1 certified; SOC 2 certification in progress.
•	Conducts regular third-party penetration tests.
Analytics
•	Self-service user interface to create and update customer attributes and audience
segments, leveraging full breadth of historical data.
•	AI-powered audience segmentation and operational customers insights in real-time
•	Governance to avoid extreme proliferation and maintain quality of attributes, without
limiting number of attributes allowed.
Orchestration
•	Automated orchestration of customer attributes and audience segments across any
execution channel.
•	Native interface to visualize and design customer journeys across channels, with
analytics at each touchpoint.
•	Automated management of multi-level holdouts, suppressions and A/B/n test design.
•	Robust measurement framework with customizable metrics to calculate marketing lift
across every level — campaign, channel and content.
ActionIQ
50 W 23rd St., Suite 6A
New York, NY 10010
(347) 709-8880
www.actioniq.com
Key customers
HBC
Michael Kors
New York Times
Shutterstock
Verizon
Weight Watchers
Key executives
Tasso Argyros, Founder & CEO
Nitay Joffe, Founder & CTO
Andrew Acedo, VP, Sales
Priya Aggarwal, VP, Marketing
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 15	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Third-party systems integration
•	Native, out-of-the-box integrations
as well as flexible data connection
methodology to integrate with third-
party systems via API, database
connector or file-based mechanisms.
Pricing and support
•	Does not share pricing information.
•	Annual contract required.
•	Free trials not available.
•	Onboarding typically takes three
months, from data ingest to execution
channels enabled and first campaign
launched.
•	Dedicated account team to provide
hands-on customer support.
ActionIQ
50 W 23rd St., Suite 6A
New York, NY 10010
(347) 709-8880
www.actioniq.com
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 16	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Target customer
•	B2C enterprises in retail, travel, media, CPG and subscription-based verticals.
Company overview
•	Founded in 2006.
•	150 employees.
•	$41M in funding, including a $25M Series C in April 2014.
•	Additional US offices in San Francisco and New York; global offices in Istanbul,
Manila, London and Paris.  
Product overview
•	AgilOne’s CDP supports four primary types of use cases:
Outbound marketing: Segments customers based on value, behavior and
attributes to deliver 1-to-1 content on every marketing message, across every
outbound marketing execution channel such as email, direct mail and SMS.
Digital advertising: Engages customers through digital advertising, where first-
party customer data is used to enhance lookalike modeling, and acquisition and
retargeting campaigns.
Customer experience: Enhances personalization-focused 1-to-1 marketing,
relevant customer interactions and offers on the website and all other customer-
facing systems such as in the call center or in-person with a clienteling app.
Analytics. Calculates and predicts key marketing metrics such as attribution,
lifetime value, clusters, likelihood to buy, etc.
•	SaaS hosting available.
Data management
•	360 Profile UI is used to search and find specific customers and to view the single
customer profile of an individual customer
•	360 Profile API is a secure REST API that connects 360 Profile data to third party
systems such as service clouds or clienteling apps (i.e., provide personalized info for
in-store sales reps).
The search API queries the data from individual customer records. For each
search result, there is a returned link to the customer’s 360 Profile.
•	Identity Resolution Engine (IRE) is used to cleanse, de-dupe, link and perform identity
resolution across structured and unstructured data sources integrated within the
platform.
•	Website interactions tracked via AgilOne webtag.
Anonymous visitors and traffic are stored up to 30 days until the anonymous
profile chooses to identify.
•	Manages both online and offline data sources.
•	Software development kit (SDK) available.
Data security
•	GDPR compliant.
•	SOC 2 Type 2 and SANS 20 certified.
regular logo
logo for dark backgrounds
white logo
AgilOne
771 Vaqueros Ave.
Sunnyvale, CA 94085
(T) 877-769-3047
www.agilone.com
Key customers
Hugo Boss
JOANN Stores
Lululemon
Schwan’s
TravelZoo
TUMI
Key executives
Omer Artun, CEO
Steve McDermott, CRO
Gangadhar Konduri,
Chief Product Officer
Ryan Willette, Global VP,
Customer Success
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 17	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Analytics
•	Metadata-configurable analytics and
machine-learning engine calculates
metrics and dimensions from all
transaction and event data.
•	Provides over 300 marketing metrics
related to customers, transactions and
events.
•	Data scientists can directly query the
data; data can be exported to any
query tool.
Orchestration
•	Segmentation features drive content,
offers and messaging via execution
channels.
•	Campaign audiences are created
through a trigger point, can be saved
for reuse in follow-on campaigns or
shared across other channels both as
an inclusion or exclusion option.
•	Multiple customer journey flows can
be built through trigger points based
on customer action (or inaction) to a
specific event.
Third-party systems integration
•	Pre-built connectors (API) or sFTP
integration with vendors in adtech, call
center, website personalization (e.g.,
Monetate, Oracle Maxymiser), SMS,
email (e.g. Oracle Responsys, Oracle
Bronto), loyalty, social, attribution and
chat.
•	Connectors available for Facebook and
Instagram Custom Audiences.
Users can export customer
segments to other social networks
through manual upload.
Direct integrations with other social
networks are prioritized based on
client need and requests.
•	Ingests social user data through social
sign-on technologies like Gigya and
Janrain.
•	DMP and digital advertising platform
connectors for LiveRamp, Criteo,
Google Customer Match and
Datalogix.
•	Custom integrations using APIs or
CSV flat files available using AgilOne’s
Integration Framework.
Pricing and support
•	Tiered licensing pricing model based
on total number of annual active
customers.
Does not disclose pricing
information.
•	No free trials.
•	Annual contract required.
•	Typical onboarding timeline is 3-4
months and includes five project
phases: planning, integration,
reconciliation, launch and post-launch
configuration.
•	Included customer support covers
application and program support and
training.
Dedicated 24x7 help desk support
staff available via telephone and
email.
Full coverage during both US and
EU business hours.
•	Offers six different add-on service
packages based on client need and
desired support.
regular logo
logo for dark backgrounds
white logo
AgilOne
771 Vaqueros Ave.
Sunnyvale, CA 94085
(T) 877-769-3047
www.agilone.com
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 18	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Target customer
•	B2C enterprise omnichannel companies in all verticals, including travel, retail &
e-commerce, and sports and entertainment.
Company overview
•	Founded in 2016.
•	70-plus employees.
•	$37M in funding, including a $28M Series B in October 2017.
Product overview
•	Primary use cases focus on unifying customer data to make it actionable for
customer loyalty programs and ancillary services sales, Facebook acquisition, website
management and more personalized marketing campaigns.
•	Identity resolution based on research-driven machine-learning models.
•	Ingests data from any external source.
•	Cloud hosting available (Amazon Web Services – AWS – or Microsoft Azure).
Data management
•	Ingests data raw, regardless of format, without pre-built connectors or fixed schemas.
Data published to Azure or AWS and made available via SFTP or scheduled
connections to external systems.
•	Probabilistic machine generates a first-party identity graph, which discerns
connections and unifies all customer data.
Identity graph allows multiple customer views that are optimized for demand
generation, customer support and improved customer experiences.
•	Manages both online and offline data.
•	Manages both structured and unstructured data.
Data security
•	GDPR, HIPAA, PIPEDA (Canada) and APPs (Australia) compliant.
•	Supports PII redaction, data deletion and suppression.
Analytics
•	Segmentation available using visual tools or SQL.
Orchestration
•	Exports data in tailored segments that are optimized for client tools and systems.
•	Supports exporting data in the native format of target systems, including campaign
managers, analytics tools, enterprise data warehouses and web personalization
systems.
Amperity
1000 1st Ave S, 6th floor
Seattle, WA 98134
(T) 206-432-8302
https://amperity.com
Key customers
Alaska Airlines
GAP, Inc.
Kendra Scott
Sounders
TGI Fridays
Wynn Las Vegas
Key executives
Kabir Shahani, Co-founder &
CEO
Derek Slager, Co-founder & CTO
Amy Pelly, CFO
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 19	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Third-party systems integration
•	Onboards native data set from any data
source via API or standard interchange
formats.
Includes offline data from EDW,
CRM and point of sale (POS);
online data from e-commerce
systems, mobile apps and email
providers; offline data; structured
and unstructured data; and other
data sources.
Pricing and support
•	Customized pricing based on project
and organization.
•	90-day Proofs of Concept to deliver a
use case based on client data.
•	All customers have a dedicated
Customer Success team for onboarding
and implementation.
Amperity
1000 1st Ave S, 6th floor
Seattle, WA 98134
(T) 206-432-8302
https://amperity.com
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 20	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Target customer
•	Mid-market B2C brands and e-commerce operators in retail, travel and entertainment
verticals.
Company overview
•	Founded in 2013.
•	32 employees.
•	$1.9M seed funding in January 2017.
•	Additional offices in Boulder, CO and Boise, ID. 
Product overview
•	Primary use cases focus on the CDP as the database of record for marketing
organizations, managing individual and household-level data.
Through a drag-and-drop segmentation tool, the database can be segmented
and sent to numerous digital and direct marketing channels including Facebook,
LiveRamp, ExactTarget, IBM, direct mail houses and more.
•	Hosted as a SaaS-based platform.
Data management
•	Data accessible through APIs.
•	Identity resolution and data hygiene provided through hygiene engine, matching
engine and optimization engine.
•	Custom ID tracks at the individual level through a combination of email and physical
address.
•	Gathers structured or unstructured data from any source system, and then
standardizes into structured data prior to loading.
•	Does not track website interactions or perform digital ad management.
•	Collects and manages offline data, matching individuals through custom, phonetic,
household/residence and email data.
Data security
•	GDPR and CASL compliant.
•	SSAE16 certified.
Analytics
•	Customer segments can be built from all data sources (online, offline, loyalty, etc.).
Offers several out-of-the-box audiences, derived variables and segments,
including lapsed high-value customers.
•	List exports can be scheduled on a one-time or recurring basis to any external
system.
•	Create a segment and output different aspects about the customer (gender, last
purchase, etc.) to then drive dynamic content based off of those attributes.
Ascent360
51 Corporate Circle, Ste. 204
Golden, CO 80401
(T) (800) 581-4017
www.ascent360.com
Key customers
Alterra Mountain Company
Ragnar Relay
Smartwool
Thule
Key executives
Scott Buelter, CEO
Nayab Khan, CTO
Christine McAllister, VP, Client
Success
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 21	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Orchestration
•	Built in segmentation tool that creates
segments from all data sources (online,
offline, loyalty, etc.) and creates lists or
segments that can then be pushed to
any digital or direct marketing channel,
SFTP or exported. Segments can
also be placed on a calendar where
they can be scheduled to send on a
one-time or reoccurring basis to any
provider.
Third-party systems integration
•	More than 70 API integrations with
point of sale (POS), e-commerce, email
service providers (ESPs) and other
data providers or marketing execution
systems.
Pricing and support
•	Pricing based on the number of
database records and the number of
integrations/source systems.
$50K average annual customer
spend.
•	Annual contract required.
•	No free trials.
•	Typical onboarding time and
process is 60-90 days. A dedicated
Implementation Manager partners with
the Client Technology team to create a
business requirements framework.
•	Dedicated Customer Success Manager.
•	Customer support via phone, chat and
email.
•	Add-on services include custom
reporting and additional strategic
support.
Ascent360
51 Corporate Circle, Ste. 204
Golden, CO 80401
(T) (800) 581-4017
www.ascent360.com
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 22	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Target customer
•	B2B and B2C enterprise and mid-market customers, focused on four primary verticals
-- media/publishing, retail/e-commerce, financial services and travel/hospitality.
Company overview
•	Founded in 2010.
•	65-plus employees.
•	$13.8M in total funding.
•	Additional office in Nijmegen, The Netherlands.
Product overview
•	Platform is accessed via a marketer-oriented UI with all data queries done through
the interface.
•	Primary use cases focus on creating a single source of customer data truth to
support data-driven marketing activation use cases, which are facilitated by native
integrations with external activation platforms.
ESP, campaign management, Google AdWords and Facebook Advertising are
among the most popular integrations to support activation use cases.
•	SaaS and cloud hosting available.
Includes a third-party service for cloud infrastructure provided by Amazon Web
Services (AWS).
Choice of European or US-based AWS zone to host the BlueConic tenant and
key space/database of the application.
Data management
•	Persistently stored customer profiles are assigned a proprietary BlueConic ID.
Marketers can add as many different descriptive and/or behavioral profile
attributes to profiles as they need; there is no set of pre-defined attributes.
Marketers can select one profile attribute, or a combination of attributes, to
represent a unique identifier.
Platform can merge profiles in real time when a new, unique identifier is added to
a particular profile that also exists in another profile.
•	Stores profiles for both anonymous and known customers.
•	Manages both online and offline data. Offline data can be collected via BlueConic’s
Acxiom connection, import connection or Firehose connection.
•	Manages both structured and unstructured data.
•	Software development kit (SDK) available for both Android and iOS.
Data security
•	GDPR compliant.
•	ISO 27001 certified and successful completion of ISAE3402 audits through AWS.
•	Internet Advertising Bureau (IAB) certified.
BlueConic
179 Lincoln St., 5th Floor
Boston, MA 02111
(T) 888-440-2583
www.blueconic.com
Key customers
Franklin Sports
Hearst
Moen
National Geographic
The Atlantic
Virgin Mobile
Key executives
Bart Heilbron, Co-founder &
CEO
Martijn van Berkum, Co-founder
& CTO
Cory Munchbach, SVP, Strategy
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 23	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Analytics
•	Calculates individual behavioral
scores based on recency, frequency,
momentum, intensity and recent
intensity.
•	User-defined segments built through a
point-and-click interface and exported
using pre-built connections.
Segments defined using any
attribute or combination of
attributes captured in BlueConic
profiles.
Orchestration
•	Recommendation engine uses
machine learning to select the optimal
marketing message in real time based
on individual profile properties.
Profiles and segments are updated
in real time.
•	User-defined product or content
marketing recommendations also
available based on individual profile
properties.
Third-party systems integration
•	Native connections for the following
systems:
Advertising platforms: Google
AdWords, Customer Match,
Facebook Advertising, AdRoll,
DoubleClick Campaign Manager
and DoubleClick for Publishers.
CRMs: Facebook Connect (profile
transfer connection), Microsoft
Dynamics 365, Salesforce, Marketo,
HubSpot, Acxiom, Gigya and
Mixpanel.
DMPs: Oracle BlueKai, Salesforce
DMP (Krux), Adobe Audience
Manager, Lotame, Knowledge
Marketing and Relay42.
Email service providers (ESPs):
Salesforce Marketing Cloud,
IBM Marketing Cloud, Sailthru,
MailChimp, Oracle Responsys,
Oracle Eloqua, Bronto, Mailigen,
PostUp, Campaign Monitor and
WhatCounts.
Web tools: Decibel, Optimizely,
Adobe Target, Adobe Analytics,
Visual Website Optimizer, Usabilla,
FullContact, Google Universal
Analytics, Magento, Channel.me,
Amazon Web Services (S3), Slack,
iOS and Android.
Tag managers: Google Tag
Manager, Ensighten, Tealium and
Qubit.
•	Integrations also available through
BlueConic API, Webhooks, FTP, data
layer, Google BigQuery, Amazon
RedShift, Microsoft Azure, Divolte
Collector, and profile import and export
connections.
Pricing and support
•	Pricing based on a combination of
the number of profiles stored in the
platform, the number of platform users
and the number of Recommendations
API call requests.
$65K average annual customer
spend.
•	Annual contracts not required, but
typical.
•	Free trials available.
•	Onboarding averages 2-4 months.
•	Email and chat customer support
included.
Support SLAs guarantee a
response to a support ticket within
24 hours.
•	The following add-on services can be
purchased at an hourly rate: strategy
consulting, production, data, analytics
and technical support.
BlueConic
179 Lincoln St., 5th Floor
Boston, MA 02111
(T) 888-440-2583
www.blueconic.com
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 24	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Target customer
•	B2B and B2C enterprises and SMBs in retail, travel & leisure, publishing & media,
hospitality, automotive, insurance and retail banking.
Company overview
•	Founded in 1998.
•	110 employees.
•	Acquired Leap Media Solutions in January 2018.
•	Additional US offices in Cary, NC; additional global offices in Bristol and Cheltenham
UK; and Nimes, France.
Product overview
•	Primary use cases focus on providing a single customer view, customer analytics,
multichannel campaign management, segmentation and modeling, and real-time
personalization.
Creates a single persistent, unified customer record including first- , second- and
third-party data systems.
Exposes data to every internal operational system to provide clean and trusted
‘single source of the truth’ throughout the organization.
•	SaaS, cloud and on-premise hosting available.
Data management
•	Data accessible via SQL and REST API.
•	Identity resolution and data hygiene features available, including address cleansing,
normalization, de-duplication and data verification and validation.
Works with third parties to deliver additional cookie-based Identity resolution.
•	Manages both online and offline data.
•	Manages both structured and unstructured data.
•	Tracks user interactions via cookies using a single line of JavaScript embedded in the
website header.
Data security
•	ISO/IEC 27001:2013 and ISO 9001:2015 certified.
•	Direct Marketing Association ICO (Information Commissioner’s Office) Audit
compliant.
Analytics
•	Customer segments can be built on the fly using data visualization tools that filter lists
of customers using CDP attributes.
RFM (recency, frequency, monetary) models built into the tool and customized for
every customer for database segmentation.
•	Predictive modeling available; models can be altered or refined, or used out-of-the-
box.
•	Cluster modeling within campaigns to predictively group individuals within the
customer database for retention campaigns, loyalty rewards and product promotions.
BlueVenn
745 Atlantic Ave.
Boston, MA 0211
(T) 617-207-8685
www.bluevenn.com
Key customers
AAA
Estee Lauder
Gatehouse Media
Hotelplan
Liverpool Victoria
Space NK
Key executives
Iain Lovatt, Chairman
Steve Klin, CEO
Mark Jameson, CTO
Neil Thomas, CFO
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 25	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Orchestration
•	Marketing module to personalize web
and email content.
•	Multi-step and multi-wave customer
journey (campaign) creation.
Customer journey optimization
feature allows marketers to
link individual campaigns and
see a helicopter view of linked
campaigns.
•	Real-time data feeds can be fed into
a campaign or customer journey
on the fly to customize messaging
or treatments based on individual
behavior.
Third-party systems integration
•	Connectors available for 35 martech
systems, including customer loyalty
(GiveX, BazaarVoice), e-commerce
(Magento), email (Adestra, dotmailer,
CheetahMail, HubSpot, MailChimp,
Responsys), BI (Tableau), social media
(HootSuite) and CRM (Salesforce
Marketing Cloud, NetSuite) tools.
Pricing and support
•	Tiered pricing based on volume of
contacts, number of data sources and
connectors used.
$100K average annual customer
spend.
•	Annual contract required.
•	No free trials.
•	Onboarding time and process typically
60-90 days for enterprises, and includes
implementation, testing, set up,
training and deployment.
•	Business hours (ET for US/GMT for
EMEA) customer support via phone,
email and online portal is included.
•	A full range of consulting and managed
add-on services is available, including
campaign management, digital
automation and targeted growth
modeling.
BlueVenn
745 Atlantic Ave.
Boston, MA 0211
(T) 617-207-8685
www.bluevenn.com
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 26	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Target customer
•	B2C, B2B and B2B2C enterprises in the consumer packaged goods (CPG),
automotive, media & entertainment, internet, pharmaceutical, retail & e-commerce,
telco, apparel and manufacturing markets.
Company overview
•	Founded in 2012.
•	400 employees.
•	$50M raised in three funding rounds since August 2013.
•	Salesforce signs definitive agreement to acquire Datorama in July 2018.
•	Additional US offices in San Francisco, Miami and Portland; global offices in 17
countries.
Product overview
•	Primary use cases focus on:
Cross-channel data integration, analytics and activation for marketing
organizations.
Unifying B2B customer journeys at multiple levels including customer, account,
campaign, channel, business unit, product and any other classification.
ŠŠ Investment, performance and outcome data unified across all touchpoints
including digital advertising, events and sponsorships, marketing
automation, web, mobile and CRM to enable insight, optimization,
activation and reporting.
Lead-to-account matching for account-based marketing using rules-based
calculated dimensions, rules-based groups and fuzzy matching to connect
hierarchies in the data such as accounts and leads (or contacts) or other levels of
segmentation such as products and business units or campaigns and media buys.
B2C customer or audience analytics, reporting and segmentation by system
and user-defined criteria (demographics, behavior, region, business unit). Data
available for activation via Datorama Activations for automated/semi-automated
actions and Datorama’s Query API for data export.
•	SaaS, cloud or on-premise hosting available.
SaaS hosting via Amazon Web Services (AWS) or Microsoft Azure.
Data management
•	Data accessible via API in real time.
•	Maintains a persistent, unique ID for each customer.
•	Identity resolution by common keys or email address through rule-based or matching
functionality. Supports identity resolution platforms such as LiveRamp to apply keys
to each customer.
•	Manages both structured and unstructured data.
•	Manages both online and offline data.
Normalizes online data with standard marketing and customer entity taxonomy.
Normalizes offline data from weather services, consumer price index (CPI), zip-
code level, POS, print, radio and television.
•	Software development kit (SDK) available.
Datorama
43 W. 23rd St., 8th Floor
New York, NY 10010
(T) 646-448-8248
https://datorama.com
Key customers
IBM
L’Oreal
PepsiCo
Pernod Ricard
Ticketmaster
Unilever
Key executives
Ran Sarig, Co-founder and CEO
Katrin Ribant, Co-founder and
Chief Strategy Officer
Efi Cohen, Co-founder and CTO
Leah Pope, CMO
Publisher’s Note:
At publication, Salesforce
announced an agreement to
acquire Datorama.
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 27	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Data security
•	GDPR and HIPAA compliant.
•	EU-US Privacy Shield certified.
•	ISO/IEC 27001, SOC 1, SOC 2/SSAE
16/ISAE 3402 and SOC 2 Type 2
certified.
Analytics
•	Audience segmentation by any
user-defined classification, including
consumer interests or business buyers
by product, business unit, geography,
net promoter score (NPS) score or
customer lifetime value (CLV).
•	Out-of-the-box and custom predictive
models and integrated statistical
modeling via Datorama Genius, which
provides statistically relevant attributes
that are responsible for positive and
negative KPI performances.
•	Provides analysis and reporting across
all advertising, marketing, web, mobile,
CRM and e-commerce data at the
investment, performance and outcome
levels.
Data can be exported for activation
using the Action Center and Query
API.
Orchestration
•	Datorama Genius leverages predictive
modeling to identify campaigns,
content or offers most relevant to
visitors or audiences.
•	Provides real-time content optimization
via action triggers to execution
systems.
Third-party systems integration
•	More than 100 API connectors,
including for Facebook, AdWords,
YouTube, Adobe Analytics, Google
Analytics 360, LinkedIn, The TradeDesk,
AppNexus and Salesforce.
Connectors for technical platforms
like Hadoop, Microsoft SQL,
Amazon Redshift, Amazon Athena,
SAP Hana and more.
•	Connects to 2,000-plus systems via
TotalConnect, a machine-learning
based technology for connecting,
cleansing and unifying data from
system reporting outputs.
•	Connects to any non-classical
marketing data sources such as point
of sale, weather data, economic data
and reviews data via LiteConnect, a
machine-learning based technology for
creating non-marketing data models
unique to the source on the fly.
Pricing and support
•	Pricing based on the volume of data
stored.
Does not disclose average annual
customer spend.
•	Annual contract required.
•	No free trials.
•	Onboarding typically takes 4-8 weeks
using a milestone-based onboarding
process that combines implementation
and training on every aspect of the
platform.
•	24x7 phone, email and online resources
and community support included.
•	Add-on professional services available
for implementation and new services;
managed services available for
ongoing engagements and client team
extensions.
Datorama
43 W. 23rd St., 8th Floor
New York, NY 10010
(T) 646-448-8248
https://datorama.com
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 28	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Target customer
•	Enterprise B2C brands across all verticals, including finance, healthcare, media,
pharmaceuticals, retail, technology and travel.
Company overview
•	Founded in 2009.
•	80 employees.
•	$108M raised in three funding rounds since September 2012.
•	European headquarters in London, additional European office in Cardiff, Wales.
Product overview
•	Primary use cases focus on:
Collecting omnichannel, first-party data from offsite media exposure, on-site
behavior and offline sources.
Optimizing media by increasing return on ad spend. Frequency cap based on
impression counts to remove disinterested users from the targeting pool. Date
used to build audience segments for suppression or targeting with DSPs.
Improving website performance in real time by firing heavy analytics tags and
logic server side instead of in the user’s browser.
Leveraging server-side tagging to collect required client side data on AMP
pages, IoT devices, kiosks and non-JavaScript environments.
•	SaaS and cloud hosting available.
Data management
•	Data accessible with the Pulse Streaming for consumption by database tools such as
Kinesis Firehose into RedShift.
•	Identify resolution with Ensighten One, which deterministically stitches users based
on specified data points and behaviors, such as authentication on multiple devices.
•	Persistent unique user ID can be Ensighten’s unique user ID (UUID) or the client’s UID.
•	Manages both structured and unstructured data.
•	Manages both online and offline data.
•	Mobile software development kit (SDK) available.
•	Website visitor interactions tracked via JavaScript tag configuration, cookie values or
data layer elements.
Data security
•	GDPR compliant.
•	Runs on Amazon Web Services (AWS) and aligns with all data certifications including
ISO 27001, PCI-DSS, SOC and HIPPA (where applicable).
•	Offers advanced manual and automated website and domain privacy audits to review
tags for privacy and security compliance, piggybacking of unauthorized tags, data
vulnerabilities and opt-out availability.
•	Uses Kibana (open source analytics and visualization platform) to index all data and
enable clients to view and query the last 7 days’ worth of data down to individual
server calls for a given user (cookie ID).
Ensighten
226 Airport Parkway, Suite 390
San Jose, CA 95110
(T) 650-249-4712
www.ensighten.com
Key customers
CDW
Hearst Corp.
Microsoft
State Farm
The Home Depot
United Airlines
Key executives
Marty Greenlow, CEO
Ian Woolley, Chief Revenue
Officer
Tim Benhart, COO
Jason Patel, CTO
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 29	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Analytics
•	Segment flags can be written into the
data based on client need. Subsequent
JavaScript deployments can be set up
to fire off API calls to external systems.
Orchestration
•	Enables users to deploy, update and
manage marketing tags and data
through one intuitive, point-and-click
interface.
1,100-plus vendor tag templates
available.
Third-party systems integration
•	Out-of-the-box integration with 775
martech vendors.
•	APIs available for custom integrations.
•	Through server side tag capability,
collects data on the client side
and conditionally fires server side
components to syndicate data to the
APIs.
Pricing and support
•	Pricing based on the number of page
or API calls, as well as profiles stored.
•	Does not disclose average annual
customer spend.
•	Proofs-of-Concept available (not a free
trial).
•	Annual contract required.
•	Onboarding time and process
dependent on the complexity of
implementation.
•	All customers are given a dedicated
Customer Success Manager and
have access to the internal services
team, which offers strategic as well as
technical consultancy.
Ensighten
226 Airport Parkway, Suite 390
San Jose, CA 95110
(T) 650-249-4712
www.ensighten.com
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 30	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Evergage
212 Elm St., Suite 402
Somerville, MA 02144
(T) 888-310-0589
www.evergage.com
Key customers
Citrix
Lenovo
Publishers Clearing House
Rue La La
Walmart Mexico
Zumiez
Key executives
Karl Wirth, Co-founder & CEO
Greg Hinkle, Co-founder & CTO
Andy Zimmerman,
Chief Marketing Officer
Jonathan Ranger,
Chief Customer Officer
Target customer
•	B2B and B2C mid-to-large enterprises in the retail, technology, financial services,
travel & hospitality, and media & entertainment markets.
Company overview
•	Founded in 2010.
•	100 employees.
•	$31.5M in funding, including a $10M Series C in August 2017.
•	Acquired MyBuys, a cross-channel personalization tool, in January 2018.
•	Opened European offices in Stuttgart and Berlin, Germany in February 2018.
•	Additional US office in Ann Arbor, MI.
Product overview
•	Combines core CDP functionality with real-time personalization across channels.
•	Primary use cases focus on natively tracking visitors at both the individual and
account levels.
Serves as system of record for customer data. Natively tracks each individual’s or
account’s engagement with digital properties.
Segments B2C customer data to feed DSPs and other ad networks.
•	SaaS delivery model.
Data management
•	Stored data accessible via API.
•	Maintains unique, persistent ID for all individuals.
Stores multiple identifiers for each individual, including email address and device
IDs, to combine activity/history across sessions.
•	Manages structured and unstructured data using schema-free storage.
•	Supports both online and offline data.
•	Software development kit (SDK) for collecting visitor, user and account-level data
available for both iOS and Android apps.
•	Website visitor, user and account-level data collected via JavaScript tag. Visitors
are recognized by cookies, login credentials, form completions, IP lookup and/or
referring campaign parameters.
•	Integrates directly with digital ad networks from both the client and server sides.
Data security
•	GDPR compliant.
EU-US Privacy Shield Frameworks certified.
•	Platform hosted by Amazon Web Services (AWS), which is accredited under the
following standards: ISO 27017:2015 and ISO 27018:2014, ISO 9001, ISO 27001, PCI
Level 1 and Sarbanes-Oxley (SOX).
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 31	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Analytics
•	Real-time segmentation to build and
deploy unlimited broad and/or narrow
audiences.
Segments can be used for analysis,
rules-based and algorithmic
personalization, or passed to third-
party martech systems.
•	Machine-based predictive features
include affinity modeling (for
understanding visitor/account interests
and intent), automatic monitoring of
analytics data, and delivering 1-to-1
product and content recommendations.
Marketer-friendly, “white box”
approach allows users to create
machine-learning strategies
(aka “recipes”) by combining
algorithms, filters, boosters and
variations.
•	Reporting on personalization campaign
results, segmentation (segment size
and trends) and integration (volume
of data imported vs. exported, data
quality, trends/changes in list sizes).
Analytics Guardian tool provides a
dashboard and sends automated
email and in-app alerts when
opportunities or problems with
campaigns, traffic patterns, data
quality or integrations are identified
by the system.
Orchestration
•	Native content marketing features
determine what content should
be presented based on known or
predictive individual or account
behavior.
•	Delivers content in real time across
the web, web and mobile apps, on-
site search and email. Experiences
can be configured using rules-based
campaigns, triggered messages and/or
predictive models.
•	Multi-step campaigns enabled, but
require users to create multiple
experiences within a campaign.
•	User-defined workflows supported to
trigger actions or pass data to external
systems via Webhooks.
Third-party systems integration
•	Native integration with CRMs
(Salesforce Sales Cloud, SugarCRM,
Oracle NetSuite), analytics tools
(Google Analytics, IBM CoreMetrics,
Adobe Analytics), ESPs (Cheetah Mail,
Yesmail, Zeta, Oracle Responsys),
marketing automation systems (Oracle
Eloqua, Marketo, Salesforce Marketing
Cloud, HubSpot, Act-On, Selligent,
SilverPop), ad networks (AdWords,
LinkedIn, Facebook) and tag managers
(IBM, Tealium, Segment, Google Tag
Manager, Ensighten, Signal).
•	Integrates with virtually any data source
(DMPs, offline sources, call centers)
using APIs and Webhooks.
•	Out-of-the box integration with virtually
all CMSs, e-commerce platforms, and
Web and SaaS apps via JavaScript tag,
and with Android or iOS apps via SDK.
Pricing and support
•	Pricing based on the number of
customers in the database.
Evergage does not disclose
average annual customer spend.
•	Proofs-of-Concept available (not a free
trial).
•	Annual contracts required.
•	Onboarding typically takes 2-4 weeks,
contingent on client readiness.
•	Dedicated Customer Success
Managers.
•	Included phone, email and online
ticket-based support during extended
business hours (8am-6pm) in
numerous time zones. Extensive online
knowledgebase available 24x7.
•	Implementation, training and strategic
reviews included.
•	Add-on managed services available for
ongoing campaign management and
creative services.
Evergage
212 Elm St., Suite 402
Somerville, MA 02144
(T) 888-310-0589
www.evergage.com
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 32	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Lattice Engines
1820 Gateway Drive, Suite 200
San Mateo, CA 94404
(T) 877-460-0010
www.lattice-engines.com
Key customers
Amazon
Bank of America
Dropbox
Honeywell
mongoDB
Thomson Reuters
Key executives
Shashi Upadhyay, CEO
& Co-founder
Michael McCarroll, President
Kent McCormick, VP Innovation
& Co-founder
Chitrang Shah, VP, Product
Target customer
•	B2B enterprise and high-growth mid-market companies in a range of verticals.
Company overview
•	Founded in 2006.
•	130 employees.
•	$65M in total funding.
•	Additional offices in Austin, New York, Boston and Seattle.
Product overview
•	Primary use cases for Lattice Atlas platform focus on first-party data ingestion, third-
party data enrichment and scoring, identity resolution, AI-based model creation and
audience activation.
•	First-party data ingestion includes accounts, contacts, transactions, website and
activity and product bundles and hierarchy.
Third-party enrichment data includes growth trends, firmographics, online
presence, website keywords and profile, behind the firewall tech and intent.
Self-service AI-based models include account-level, inbound lead scoring, cross-
sell/upsell, rules-based account and PMML model imports.
SaaS hosting available.
Data management
•	Stored data accessible via API.
Patent-pending AI-based identity resolution algorithm enables customers to
organize and map customer data to account hierarchies, accounts, buying
centers and individuals within buying centers.
Persistent ID for each account and contact.
Only stores structured data.
•	Partners with website traffic de-anonymization solution providers (i.e., Kickfire, DnB
Visitor ID) to capture first-party behavior data at the company and buying-center
levels.
•	Customers can provide multiple IDs for the same record, enabling customers to store
the multiple cookies, device IDs and system IDs for a given contact. Records can be
retrieved using any of these IDs.
•	Leverages partners (i.e., Oracle Data Cloud, DnB Visitor ID, Bombora) to match first-
party cookies with third-party cookies for display and social advertising.
•	REST APIs to push audiences into any external system.
•	Manages both online and offline data.
Proprietary identity resolution technology that uses website, company location or
DUNS to match customer records to Lattice accounts and appends standardized
postal address information.
Takes into account misspellings, common variations, etc.
Data security
•	GDPR and EU Privacy Shield compliant.
•	ISO2001 certified.
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 33	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Analytics
•	Defines customer segments based on
all first- and third-party data.
•	Identifies audiences for specific buying
stages (e.g., “high-fit customers for
analytics product in top of funnel” or
“high-fit customers for e-signature
products in mid-funnel”).
•	Self-service artificial intelligence (AI)
model creation.
•	Ability to create different types
of AI models depending on the
business use-cases, e.g., top of funnel
conversion, MQL identification, cross-
sell, upsell, retention/churn, etc.
•	Models can predict propensity to
convert as well as expected spend and
expected customer lifetime value (LTV).
Orchestration
•	Customers create segments in Lattice
to ensure that they are presented
with relevant content in multi-step
campaigns.
Third-party systems integration
•	Provides pre-build connectors to
marketing automation platforms
(Marketo, Eloqua), CRMs (Salesforce,
Microsoft Dynamics 365), web analytics
systems and APIs, as well as the ability
to import data via CSV flat files for
first-party customer data ingestion,
organization and mapping.
•	Pre-built apps and APIs for marketing
automation platforms, CRMs, ad
platforms and web personalization
systems to publish and activate Lattice-
defined segments or audiences.
Pricing and support
•	Pricing based on number of accounts
imported and processed.
CRM module priced separately on
a per-user/month basis.
Average annual customer spend
ranges from $70K to $150K.
•	Annual contract required.
•	Onboarding time and process ranges
from several hours to several weeks.
•	Lattice provides a QuickStart service to
help customers identify the best initial
use-case.
•	Customer support options?
Lattice Engines
1820 Gateway Drive, Suite 200
San Mateo, CA 94404
(T) 877-460-0010
www.lattice-engines.com
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 34	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Lytics
Portland, OR
(T) (503) 479-5880
www.lytics.com
Key customers
AEG Presents
Enterprise Holdings
General Mills
Heineken
Nestlé Purina
The Economist
Key executives
James McDermott, CEO
Aaron Raddon, CTO
Scott Campbell, CRO
Darren Guarnaccia, CMO
Target customer
•	Primarily enterprise B2C brands in media & entertainment, consumer packaged
goods (CPG), and hospitality and leisure.
Company overview
•	Founded in 2013.
•	65 employees.
•	$23.3M total funding, including a $14M Series B round in April 2018.
Product overview
•	Primary use cases focus on:
Sharing highly-targeted audience segments to downstream channel tools.
Connecting downstream channels (web, mobile, email, social, offline) to create
a unified profile for each individual customer. Enriching connected data with
real-time machine learning based insights and behavioral scores. Orchestrating
highly-targeted audience segments and sharing these audiences with
downstream marketing tools in real-time.
Improving ad spend ROI by remarketing using audiences based on Lytics
behavior-based attributes and content affinities. Creating highly targeted and
high-performing acquisition campaigns by applying Lytics audiences to ad
platform lookalike capabilities. Leveraging machine learning based behaviors to
indicate when an individual should be suppressed from advertising campaigns.
Increasing customer acquisition by delivering personalized web experiences for
anonymous visitors. Lytics tracks visitor behaviors and topics associated with
all viewed content. New web experiences can be created (modals, slide-outs,
dynamic content recommendations) using built-in templates and displayed based
on profile attributes like topic affinity, behavioral scores.
Data management
•	Stores all customer data and performs identity resolution in a graph database, where
all knowledge collected about an individual from multiple channels is linked together.
Because of the way a graph database works, profile data is never destructively
merged or overwritten. Allows flexibility for which data field to use as the persistent
ID for each customer, such as email address or a unique ID or customer number.
•	Manages both online and offline data.
•	Manages structured or unstructured data.
•	Includes proprietary Pathfora SDK, an open source solution for website
personalization.
•	Platform hosted on the Google Cloud Platform.
Data security
•	GDPR complaint.
•	EU-US Privacy Shield certified.
•	Out-of-the-box consent management templates and built-in capabilities for handling
‘subject access requests,’ such as viewing and deleting profile data.
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 35	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Analytics
•	Built-in machine-learning algorithms
generate behavioral scores for each
customer profile. Scores are used to
create predictive audiences. Scores and
audience membership update in real-
time based on user behavior.
•	Leverages Natural Language
Processing (NLP), the Google Vision
API, Latent Dirichlet Allocation (LDA)
and Bayesian Networks to scan
and identify content topics across
connected channels, including web
properties, email campaigns and assets
in any offline content repositories.
Assigns a score for each topic to every
customer profile (anonymous and
known) based on engagement with that
topic.
•	Correlation models automatically
generate predictive scores to show
conversion probability between any
two Lytics audiences. Models score
the importance of each data attribute
as it relates to the correlation between
audiences to aid targeting efforts.
Orchestration
•	Automatic segmentation and
recommendations based on built-in
behavioral and topic affinity scores.
•	Cross-channel customer journeys
with AI-based decisioning to help
deliver the best next experience at an
individual level.
Third-party systems integration
•	Over 100 built-in integrations with
martech solutions.
•	Lytics API is a RESTful JSON API that
includes calls for data collection,
personalization, segmentation, content
classification/recommendation and
account management.
Pricing and support
•	Pricing based on volume of known
customer profiles.
•	Annual contract required.
•	Five-phase onboarding process
typically takes 45-60 days depending
on client availability and participation.
•	Standard technical support is included
through online support portal. Support
operates from 6am-6pm Pacific Time,
Monday-Friday. Additional support
packages available.
•	Add-on services include onboarding
support, custom data science
projects, customer journey planning,
organizational design consulting and
agency enablement.
Lytics
Portland, OR
(T) (503) 479-5880
www.lytics.com
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 36	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
mParticle
257 Park Ave. South
New York, NY 10010
www.mparticle.com/contact
Key customers
Overstock 	
Postmates
SeatGeek
Ticketmaster
Venmo
Via
Key executives
Michael Katz, Co-founder &
CEO
Andrew Katz, Co-founder & CTO
Dave Myers, Co-founder & COO
Target customer
•	B2C brands in retail & e-commerce, travel, financial services, telecommunications,
and media & entertainment.
Company overview
•	Founded in 2013.
•	105 employees.
•	$73M in funding, including a $35M Series C in September 2017.
•	Additional offices in San Francisco, Seattle, Florida and London.
Product overview
•	Enables brands to collect, combine, control and connect customer data across
mobile, web, connected devices and offline systems.
Real-time processing architecture to support moment-based use cases.
Use case-agnostic execution, including integrations with leading marketing
clouds, cookie-based ad exchanges and identity-based media platforms.
End-to-end data encryption, role-based permissions, single sign-on, two-factor
authentication, live data monitoring, data filters and data governance controls.
•	SaaS hosting available.
Data management
•	Data accessible via both API and query access.
Additional access methods include Webhooks, data warehouse feeds, firehose
API and JSON feed.
•	Multi-dimensional identity resolution across known, semi-known and anonymous
identifiers.
Advanced Identity Resolution (add on) allows users to create their own business
logic for when and how activities are tracked and records matched.
Persistent identifier can be applied to anonymous consumer records for use
across digital and advertising channels.
•	Data hygiene and standardization tools available.
•	Multiple software development kits (SDKs) available
•	Structured and unstructured data managed using schema-free storage.
•	Website visitor, user and account-level data collected via JavaScript tag. Visitors
are recognized by cookies, login credentials, form completions and/or referring
campaign parameters.
Tracks data such as unique visitors, page views and clicks across web properties.
Data security
•	GDPR, VPPA, California Consumer Privacy Act, EU-US Privacy Shield Framework and
Swiss-US Privacy Shield Framework compliant.
•	Data in transit is encrypted via Transport Layer Security (TLS); data at rest is encrypted
using 256-bit AES.
•	Option to receive and share hashed identifiers rather than personally identifiable
information (PII).
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 37	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
Analytics
•	Near real-time segmentation to build
and deploy unlimited broad and/or
narrow audiences.
Segments can be used for analysis,
rules-based and algorithmic
personalization, or passed to third-
party martech systems.
Orchestration
•	AudienceSync enables users to
build audience segments centrally
and connect them to any number of
channels including advertising, push,
email, and marketing automation
platforms. Segments are updated in
real time across all connected channels.
•	Audience segments and/or event-level
data delivered to partners.
Third-party systems integration
•	250-plus prebuilt connectors for native
integration with analytics and BI tools
(Google Analytics, Adobe Analytics,
Looker, Amplitude, Interana, Mixpanel,
Snowplow), data warehouses (Amazon
Redshift, Google Big Query. Microsoft
Azure), email marketing tools (Oracle
Responsys, Salesforce ExactTarget,
Braze, Iterable, MailChimp, Sailthru,
SendGrid, Leanplum), marketing
automation systems (Salesforce
Marketing Cloud, AgilOne, Braze,
Sailthru, Leanplum, Localytics, Tune),
advertising platforms (AdWords,
DoubleClick, Facebook, Snapchat,
Twitter, Criteo, Appnexus), DMPs
(Adobe Audience Manager, BlueKai,
Krux, Lotame) and tag managers
(Treasure Data).
Pricing and support
•	Pricing based on the number of unique
customer profiles and how long data is
stored.
AudienceSync pricing based on the
number of audiences.
Premium features such as
Advanced Identity Resolution and
Redshift ETL are à la carte add-ons.
•	Annual contract required.
•	Onboarding time depends on
implementation complexity.
•	All customers are assigned a dedicated
Customer Success Manager who
provides business consulting,
education, and technical guidance and
issue management.
•	Add-on professional services packages
for guidance through platform
implementation and for customers
needing assistance across their martech
stacks.
mParticle
257 Park Ave. South
New York, NY 10010
www.mparticle.com/contact
© 2018 Third Door Media, Inc. • http://martechtoday.com 	 38	 Email: martechtoday@digitalmarketingdepot.com
Vendor profiles
MARTECH INTELLIGENCE REPORT:
Enterprise Customer Data Platforms: A Marketer’s Guide
ONEcount
194 Main Ave., Suite 2NW
Norwalk, CT 06854
(T) 203-665-6211
www.ONE-count.com
Key customers
CFE Media
Frontline Medical Communica-
tions
Trib Total Media
Wiley & Sons
Key executives
Joanne Persico, President
& CEO
Sean Fulton, VP, Technology
Peggy Morris, Finance Director
Peter Cianfaglione, Marketing
Director
Target customer
•	B2B and B2C enterprise companies in the media, publishing, pharmaceuticals,
household appliances, consumer packaged goods, membership associations, travel
& hospitality and direct-to-consumer (DTC) industries.
Company overview
•	Founded in 1996 as a full-service web development agency specializing in data
integrations.
•	Transitioned to a SaaS platform providing CDP and DMP capabilities.
•	15-20 employees.
•	Privately funded.
•	Additional offices in Secaucus, NJ and Elk Grove Village, IL.
Product overview
•	Consolidates first-party, third-party and behavioral user data into a single platform
to create relevant user experiences and precise campaign targeting through a user-
friendly interface.
•	Activates specific user segments across all channels: email service providers (ESPs),
ad networks/servers, event management/webinar providers, web and more.
•	Real-time dashboard and engagement reporting. Secure data feeds for marketing
tactics across all channels in enterprise ecosystems.
•	Robust toolkit to meet a variety of needs to easily develop landing pages and forms,
support GDPR compliance and content gating (paywalls) for lead generation or
conversion optimization.
•	SaaS hosted on a secure, privately owned infrastructure.
Data management
•	Data accessible via API.
External systems can access data for a single customer in real time through API calls.
User-friendly Data Mapper interface.
•	 Stores a persistent ID for both unknown and identified users. Tracks behavior across
all channels until a step of identity is taken (i.e., email click, form submission, log-in,
event or webinar attendance).
•	Stores profiles consisting of behavioral, first-party and third-party data (third-party
data via built-in LiveRamp integration).
•	Appends user data from all data sources. Bi-directional sync to update user records
with any database via API or sFTP/ FTP data feeds.
•	Three-year user behavioral history retroactively appended.
•	Manages both structured and unstructured data.
•	Manages both online and offline data.
•	Mobile software development kit (SDK) available.
•	Website interactions tracked via cookie, JavaScript tag or digital fingerprint.
•	Integrates with DoubleClick for Publisher, DoubleClick Premium, DoubleClick for
Small Business (Google Marketing Platform) and Revive/OpenX to provide real-time
ad targeting and reporting.
Data security
•	GDPR, HIPAA compliant.
•	SOC type II certified.
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat
Mir 1808 cus_datplat

Weitere ähnliche Inhalte

Was ist angesagt?

What is (and who needs) a customer data platform?
What is (and who needs) a customer data platform?What is (and who needs) a customer data platform?
What is (and who needs) a customer data platform?Angela Sun
 
Customer Data Platform and Predictive Analytics - A killer combination?
Customer Data Platform and Predictive Analytics - A killer combination?Customer Data Platform and Predictive Analytics - A killer combination?
Customer Data Platform and Predictive Analytics - A killer combination?RedEye
 
Connecting the Customer Data Dots
Connecting the Customer Data DotsConnecting the Customer Data Dots
Connecting the Customer Data DotsTreasure Data, Inc.
 
What is a customer data platform (CDP)?
What is a customer data platform (CDP)?What is a customer data platform (CDP)?
What is a customer data platform (CDP)?Todd Belcher
 
The digital transformation of retail
The digital transformation of retailThe digital transformation of retail
The digital transformation of retailCloudera, Inc.
 
Customer data driven marketing for digital services
Customer data driven marketing for digital servicesCustomer data driven marketing for digital services
Customer data driven marketing for digital servicesVrishali Sinha
 
Using Power BI To Improve Media Buying & Ad Performance
Using Power BI To Improve Media Buying & Ad PerformanceUsing Power BI To Improve Media Buying & Ad Performance
Using Power BI To Improve Media Buying & Ad PerformanceGramener
 
From Data to Data Driven - Applications that will change your business
From Data to Data Driven - Applications that will change your businessFrom Data to Data Driven - Applications that will change your business
From Data to Data Driven - Applications that will change your businessNG DATA
 
Big_data for marketing and sales
Big_data for marketing and salesBig_data for marketing and sales
Big_data for marketing and salesCMR WORLD TECH
 
All Customers are Not Alike: Gaining a 360 Degree View
All Customers are Not Alike: Gaining a 360 Degree ViewAll Customers are Not Alike: Gaining a 360 Degree View
All Customers are Not Alike: Gaining a 360 Degree ViewG3 Communications
 
ANTS Programmatic Omnichannel 2017 - Part 1
ANTS Programmatic Omnichannel 2017 - Part 1ANTS Programmatic Omnichannel 2017 - Part 1
ANTS Programmatic Omnichannel 2017 - Part 1ANTS
 
Customer Data Platform 101
Customer Data Platform 101Customer Data Platform 101
Customer Data Platform 101Kiyoto Tamura
 
The Connected Consumer – Real-time Customer 360
The Connected Consumer – Real-time Customer 360The Connected Consumer – Real-time Customer 360
The Connected Consumer – Real-time Customer 360Capgemini
 
Data, Design, Delivery, Experience – The ideal customer communications lifecycle
Data, Design, Delivery, Experience – The ideal customer communications lifecycleData, Design, Delivery, Experience – The ideal customer communications lifecycle
Data, Design, Delivery, Experience – The ideal customer communications lifecyclePrecisely
 
PROG_UntoldStory ISV eBook_0706c FINAL
PROG_UntoldStory ISV eBook_0706c FINALPROG_UntoldStory ISV eBook_0706c FINAL
PROG_UntoldStory ISV eBook_0706c FINALSolarWinds MSP
 

Was ist angesagt? (20)

What is (and who needs) a customer data platform?
What is (and who needs) a customer data platform?What is (and who needs) a customer data platform?
What is (and who needs) a customer data platform?
 
Customer Data Platform and Predictive Analytics - A killer combination?
Customer Data Platform and Predictive Analytics - A killer combination?Customer Data Platform and Predictive Analytics - A killer combination?
Customer Data Platform and Predictive Analytics - A killer combination?
 
Connecting the Customer Data Dots
Connecting the Customer Data DotsConnecting the Customer Data Dots
Connecting the Customer Data Dots
 
What is a customer data platform (CDP)?
What is a customer data platform (CDP)?What is a customer data platform (CDP)?
What is a customer data platform (CDP)?
 
The digital transformation of retail
The digital transformation of retailThe digital transformation of retail
The digital transformation of retail
 
Customer data driven marketing for digital services
Customer data driven marketing for digital servicesCustomer data driven marketing for digital services
Customer data driven marketing for digital services
 
Personalizing the Customer Experience with a Customer Data Platform Master Cl...
Personalizing the Customer Experience with a Customer Data Platform Master Cl...Personalizing the Customer Experience with a Customer Data Platform Master Cl...
Personalizing the Customer Experience with a Customer Data Platform Master Cl...
 
Using Power BI To Improve Media Buying & Ad Performance
Using Power BI To Improve Media Buying & Ad PerformanceUsing Power BI To Improve Media Buying & Ad Performance
Using Power BI To Improve Media Buying & Ad Performance
 
Big Data : a 360° Overview
Big Data : a 360° Overview Big Data : a 360° Overview
Big Data : a 360° Overview
 
From Data to Data Driven - Applications that will change your business
From Data to Data Driven - Applications that will change your businessFrom Data to Data Driven - Applications that will change your business
From Data to Data Driven - Applications that will change your business
 
Big_data for marketing and sales
Big_data for marketing and salesBig_data for marketing and sales
Big_data for marketing and sales
 
MGFlix2You12092015
MGFlix2You12092015MGFlix2You12092015
MGFlix2You12092015
 
All Customers are Not Alike: Gaining a 360 Degree View
All Customers are Not Alike: Gaining a 360 Degree ViewAll Customers are Not Alike: Gaining a 360 Degree View
All Customers are Not Alike: Gaining a 360 Degree View
 
Getting Past the Hype about Customer Data Platforms - David Raab
Getting Past the Hype about Customer Data Platforms - David RaabGetting Past the Hype about Customer Data Platforms - David Raab
Getting Past the Hype about Customer Data Platforms - David Raab
 
ANTS Programmatic Omnichannel 2017 - Part 1
ANTS Programmatic Omnichannel 2017 - Part 1ANTS Programmatic Omnichannel 2017 - Part 1
ANTS Programmatic Omnichannel 2017 - Part 1
 
Customer Data Platform 101
Customer Data Platform 101Customer Data Platform 101
Customer Data Platform 101
 
The Connected Consumer – Real-time Customer 360
The Connected Consumer – Real-time Customer 360The Connected Consumer – Real-time Customer 360
The Connected Consumer – Real-time Customer 360
 
Data, Design, Delivery, Experience – The ideal customer communications lifecycle
Data, Design, Delivery, Experience – The ideal customer communications lifecycleData, Design, Delivery, Experience – The ideal customer communications lifecycle
Data, Design, Delivery, Experience – The ideal customer communications lifecycle
 
Kontagent .5
Kontagent .5Kontagent .5
Kontagent .5
 
PROG_UntoldStory ISV eBook_0706c FINAL
PROG_UntoldStory ISV eBook_0706c FINALPROG_UntoldStory ISV eBook_0706c FINAL
PROG_UntoldStory ISV eBook_0706c FINAL
 

Ähnlich wie Mir 1808 cus_datplat

A MARKETER'S GUIDE : " ENTERPRISE SEO PLATFORMS "
A MARKETER'S GUIDE : " ENTERPRISE SEO PLATFORMS "A MARKETER'S GUIDE : " ENTERPRISE SEO PLATFORMS "
A MARKETER'S GUIDE : " ENTERPRISE SEO PLATFORMS "MUHAMMAD HUZAIFA CHAUDHARY
 
A MARKETER'S GUIDE : " INTEGRATION PLATFORM AS A SERVICE (iPaaS) "
A MARKETER'S GUIDE : " INTEGRATION PLATFORM AS A SERVICE (iPaaS)  "A MARKETER'S GUIDE : " INTEGRATION PLATFORM AS A SERVICE (iPaaS)  "
A MARKETER'S GUIDE : " INTEGRATION PLATFORM AS A SERVICE (iPaaS) "MUHAMMAD HUZAIFA CHAUDHARY
 
3D SYSTEMS and Additive Manufacturing FINAL PAPER 3-15-2015
3D SYSTEMS and Additive Manufacturing FINAL PAPER 3-15-20153D SYSTEMS and Additive Manufacturing FINAL PAPER 3-15-2015
3D SYSTEMS and Additive Manufacturing FINAL PAPER 3-15-2015Brian Zias
 
01 content analytics-iw2015
01 content analytics-iw201501 content analytics-iw2015
01 content analytics-iw2015Kaizenlogcom
 
Aiim Industry Watch: Content Analytics: automating processes and extracting ...
Aiim Industry Watch:  Content Analytics: automating processes and extracting ...Aiim Industry Watch:  Content Analytics: automating processes and extracting ...
Aiim Industry Watch: Content Analytics: automating processes and extracting ...Swiss Post Solutions
 
Global Digital Surgery Technologies Market
Global Digital Surgery Technologies MarketGlobal Digital Surgery Technologies Market
Global Digital Surgery Technologies MarketBIS Research Inc.
 
Enterprise Web Analytics Platforms 2015
Enterprise Web Analytics Platforms 2015Enterprise Web Analytics Platforms 2015
Enterprise Web Analytics Platforms 2015Nguyễn Duy Nhân
 
AIIM_ASG-Automating-Information_Governan
AIIM_ASG-Automating-Information_GovernanAIIM_ASG-Automating-Information_Governan
AIIM_ASG-Automating-Information_GovernanPatrick BOURLARD
 
HPE Information Governance
HPE Information GovernanceHPE Information Governance
HPE Information GovernanceAndrey Karpov
 
Reportreal timemarketing-theagilitytoleveragenowrebeccaliebjessicagroopman-13...
Reportreal timemarketing-theagilitytoleveragenowrebeccaliebjessicagroopman-13...Reportreal timemarketing-theagilitytoleveragenowrebeccaliebjessicagroopman-13...
Reportreal timemarketing-theagilitytoleveragenowrebeccaliebjessicagroopman-13...Sejal Kotak
 
Scada market forecast to 2022 by scalar market research
Scada market forecast to 2022 by scalar market researchScada market forecast to 2022 by scalar market research
Scada market forecast to 2022 by scalar market researchScalar Market Research
 
Mir 1512 seo_platfrm
Mir 1512 seo_platfrmMir 1512 seo_platfrm
Mir 1512 seo_platfrmEvoLife.bg
 
IM-Skills_Business-Case_Brochure1
IM-Skills_Business-Case_Brochure1IM-Skills_Business-Case_Brochure1
IM-Skills_Business-Case_Brochure1Peter Barton
 
Big Data in Retail. Infographic
Big Data in Retail. InfographicBig Data in Retail. Infographic
Big Data in Retail. InfographicInData Labs
 
Rapid mart development guide
Rapid mart development guideRapid mart development guide
Rapid mart development guideBhaskar Reddy
 

Ähnlich wie Mir 1808 cus_datplat (20)

A MARKETER'S GUIDE : " ENTERPRISE SEO PLATFORMS "
A MARKETER'S GUIDE : " ENTERPRISE SEO PLATFORMS "A MARKETER'S GUIDE : " ENTERPRISE SEO PLATFORMS "
A MARKETER'S GUIDE : " ENTERPRISE SEO PLATFORMS "
 
A MARKETER'S GUIDE : " INTEGRATION PLATFORM AS A SERVICE (iPaaS) "
A MARKETER'S GUIDE : " INTEGRATION PLATFORM AS A SERVICE (iPaaS)  "A MARKETER'S GUIDE : " INTEGRATION PLATFORM AS A SERVICE (iPaaS)  "
A MARKETER'S GUIDE : " INTEGRATION PLATFORM AS A SERVICE (iPaaS) "
 
3D SYSTEMS and Additive Manufacturing FINAL PAPER 3-15-2015
3D SYSTEMS and Additive Manufacturing FINAL PAPER 3-15-20153D SYSTEMS and Additive Manufacturing FINAL PAPER 3-15-2015
3D SYSTEMS and Additive Manufacturing FINAL PAPER 3-15-2015
 
01 content analytics-iw2015
01 content analytics-iw201501 content analytics-iw2015
01 content analytics-iw2015
 
Aiim Industry Watch: Content Analytics: automating processes and extracting ...
Aiim Industry Watch:  Content Analytics: automating processes and extracting ...Aiim Industry Watch:  Content Analytics: automating processes and extracting ...
Aiim Industry Watch: Content Analytics: automating processes and extracting ...
 
Global Digital Surgery Technologies Market
Global Digital Surgery Technologies MarketGlobal Digital Surgery Technologies Market
Global Digital Surgery Technologies Market
 
Enterprise Web Analytics Platforms 2015
Enterprise Web Analytics Platforms 2015Enterprise Web Analytics Platforms 2015
Enterprise Web Analytics Platforms 2015
 
AIIM_ASG-Automating-Information_Governan
AIIM_ASG-Automating-Information_GovernanAIIM_ASG-Automating-Information_Governan
AIIM_ASG-Automating-Information_Governan
 
HPE Information Governance
HPE Information GovernanceHPE Information Governance
HPE Information Governance
 
Peterborough Technology Strategy 2014-2019
Peterborough Technology Strategy 2014-2019Peterborough Technology Strategy 2014-2019
Peterborough Technology Strategy 2014-2019
 
Reportreal timemarketing-theagilitytoleveragenowrebeccaliebjessicagroopman-13...
Reportreal timemarketing-theagilitytoleveragenowrebeccaliebjessicagroopman-13...Reportreal timemarketing-theagilitytoleveragenowrebeccaliebjessicagroopman-13...
Reportreal timemarketing-theagilitytoleveragenowrebeccaliebjessicagroopman-13...
 
Scada market forecast to 2022 by scalar market research
Scada market forecast to 2022 by scalar market researchScada market forecast to 2022 by scalar market research
Scada market forecast to 2022 by scalar market research
 
Mir 1512 seo_platfrm
Mir 1512 seo_platfrmMir 1512 seo_platfrm
Mir 1512 seo_platfrm
 
Blockchain in HCM
Blockchain in HCM Blockchain in HCM
Blockchain in HCM
 
IM-Skills_Business-Case_Brochure1
IM-Skills_Business-Case_Brochure1IM-Skills_Business-Case_Brochure1
IM-Skills_Business-Case_Brochure1
 
3D Printing and the Future of Supply Chains
3D Printing and the Future of Supply Chains3D Printing and the Future of Supply Chains
3D Printing and the Future of Supply Chains
 
Enterprise social media mgmt tools
Enterprise social media mgmt toolsEnterprise social media mgmt tools
Enterprise social media mgmt tools
 
Dynamics 365 October release notes
Dynamics 365 October release notes Dynamics 365 October release notes
Dynamics 365 October release notes
 
Big Data in Retail. Infographic
Big Data in Retail. InfographicBig Data in Retail. Infographic
Big Data in Retail. Infographic
 
Rapid mart development guide
Rapid mart development guideRapid mart development guide
Rapid mart development guide
 

Mehr von EvoLife.bg

Qmd 1903 wast_googad
Qmd 1903 wast_googadQmd 1903 wast_googad
Qmd 1903 wast_googadEvoLife.bg
 
Ondeck case-study
Ondeck case-studyOndeck case-study
Ondeck case-studyEvoLife.bg
 
Omn 1903 goog_shopng
Omn 1903 goog_shopngOmn 1903 goog_shopng
Omn 1903 goog_shopngEvoLife.bg
 
Mme 1901 refr_beauty
Mme 1901 refr_beautyMme 1901 refr_beauty
Mme 1901 refr_beautyEvoLife.bg
 
Mir 1602 b2_b_mrkgauto
Mir 1602 b2_b_mrkgautoMir 1602 b2_b_mrkgauto
Mir 1602 b2_b_mrkgautoEvoLife.bg
 
Mir 1510 call_anlytc
Mir 1510 call_anlytcMir 1510 call_anlytc
Mir 1510 call_anlytcEvoLife.bg
 
Ibm 1901 2019_marktr
Ibm 1901 2019_marktrIbm 1901 2019_marktr
Ibm 1901 2019_marktrEvoLife.bg
 
Ecommerce industry-webinar-deck
Ecommerce industry-webinar-deckEcommerce industry-webinar-deck
Ecommerce industry-webinar-deckEvoLife.bg
 
Sha 1803 land_paggde
Sha 1803 land_paggdeSha 1803 land_paggde
Sha 1803 land_paggdeEvoLife.bg
 

Mehr von EvoLife.bg (9)

Qmd 1903 wast_googad
Qmd 1903 wast_googadQmd 1903 wast_googad
Qmd 1903 wast_googad
 
Ondeck case-study
Ondeck case-studyOndeck case-study
Ondeck case-study
 
Omn 1903 goog_shopng
Omn 1903 goog_shopngOmn 1903 goog_shopng
Omn 1903 goog_shopng
 
Mme 1901 refr_beauty
Mme 1901 refr_beautyMme 1901 refr_beauty
Mme 1901 refr_beauty
 
Mir 1602 b2_b_mrkgauto
Mir 1602 b2_b_mrkgautoMir 1602 b2_b_mrkgauto
Mir 1602 b2_b_mrkgauto
 
Mir 1510 call_anlytc
Mir 1510 call_anlytcMir 1510 call_anlytc
Mir 1510 call_anlytc
 
Ibm 1901 2019_marktr
Ibm 1901 2019_marktrIbm 1901 2019_marktr
Ibm 1901 2019_marktr
 
Ecommerce industry-webinar-deck
Ecommerce industry-webinar-deckEcommerce industry-webinar-deck
Ecommerce industry-webinar-deck
 
Sha 1803 land_paggde
Sha 1803 land_paggdeSha 1803 land_paggde
Sha 1803 land_paggde
 

Kürzlich hochgeladen

Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.
Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.
Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.soniya singh
 
Pune Airport ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready...
Pune Airport ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready...Pune Airport ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready...
Pune Airport ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready...tanu pandey
 
Call Now ☎ 8264348440 !! Call Girls in Shahpur Jat Escort Service Delhi N.C.R.
Call Now ☎ 8264348440 !! Call Girls in Shahpur Jat Escort Service Delhi N.C.R.Call Now ☎ 8264348440 !! Call Girls in Shahpur Jat Escort Service Delhi N.C.R.
Call Now ☎ 8264348440 !! Call Girls in Shahpur Jat Escort Service Delhi N.C.R.soniya singh
 
Networking in the Penumbra presented by Geoff Huston at NZNOG
Networking in the Penumbra presented by Geoff Huston at NZNOGNetworking in the Penumbra presented by Geoff Huston at NZNOG
Networking in the Penumbra presented by Geoff Huston at NZNOGAPNIC
 
Moving Beyond Twitter/X and Facebook - Social Media for local news providers
Moving Beyond Twitter/X and Facebook - Social Media for local news providersMoving Beyond Twitter/X and Facebook - Social Media for local news providers
Moving Beyond Twitter/X and Facebook - Social Media for local news providersDamian Radcliffe
 
Hot Call Girls |Delhi |Hauz Khas ☎ 9711199171 Book Your One night Stand
Hot Call Girls |Delhi |Hauz Khas ☎ 9711199171 Book Your One night StandHot Call Girls |Delhi |Hauz Khas ☎ 9711199171 Book Your One night Stand
Hot Call Girls |Delhi |Hauz Khas ☎ 9711199171 Book Your One night Standkumarajju5765
 
VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting High Prof...
VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting  High Prof...VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting  High Prof...
VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting High Prof...singhpriety023
 
How is AI changing journalism? (v. April 2024)
How is AI changing journalism? (v. April 2024)How is AI changing journalism? (v. April 2024)
How is AI changing journalism? (v. April 2024)Damian Radcliffe
 
GDG Cloud Southlake 32: Kyle Hettinger: Demystifying the Dark Web
GDG Cloud Southlake 32: Kyle Hettinger: Demystifying the Dark WebGDG Cloud Southlake 32: Kyle Hettinger: Demystifying the Dark Web
GDG Cloud Southlake 32: Kyle Hettinger: Demystifying the Dark WebJames Anderson
 
Hire↠Young Call Girls in Tilak nagar (Delhi) ☎️ 9205541914 ☎️ Independent Esc...
Hire↠Young Call Girls in Tilak nagar (Delhi) ☎️ 9205541914 ☎️ Independent Esc...Hire↠Young Call Girls in Tilak nagar (Delhi) ☎️ 9205541914 ☎️ Independent Esc...
Hire↠Young Call Girls in Tilak nagar (Delhi) ☎️ 9205541914 ☎️ Independent Esc...Delhi Call girls
 
'Future Evolution of the Internet' delivered by Geoff Huston at Everything Op...
'Future Evolution of the Internet' delivered by Geoff Huston at Everything Op...'Future Evolution of the Internet' delivered by Geoff Huston at Everything Op...
'Future Evolution of the Internet' delivered by Geoff Huston at Everything Op...APNIC
 
Call Girls Service Chandigarh Lucky ❤️ 7710465962 Independent Call Girls In C...
Call Girls Service Chandigarh Lucky ❤️ 7710465962 Independent Call Girls In C...Call Girls Service Chandigarh Lucky ❤️ 7710465962 Independent Call Girls In C...
Call Girls Service Chandigarh Lucky ❤️ 7710465962 Independent Call Girls In C...Sheetaleventcompany
 
𓀤Call On 7877925207 𓀤 Ahmedguda Call Girls Hot Model With Sexy Bhabi Ready Fo...
𓀤Call On 7877925207 𓀤 Ahmedguda Call Girls Hot Model With Sexy Bhabi Ready Fo...𓀤Call On 7877925207 𓀤 Ahmedguda Call Girls Hot Model With Sexy Bhabi Ready Fo...
𓀤Call On 7877925207 𓀤 Ahmedguda Call Girls Hot Model With Sexy Bhabi Ready Fo...Neha Pandey
 
Call Girls In Defence Colony Delhi 💯Call Us 🔝8264348440🔝
Call Girls In Defence Colony Delhi 💯Call Us 🔝8264348440🔝Call Girls In Defence Colony Delhi 💯Call Us 🔝8264348440🔝
Call Girls In Defence Colony Delhi 💯Call Us 🔝8264348440🔝soniya singh
 
On Starlink, presented by Geoff Huston at NZNOG 2024
On Starlink, presented by Geoff Huston at NZNOG 2024On Starlink, presented by Geoff Huston at NZNOG 2024
On Starlink, presented by Geoff Huston at NZNOG 2024APNIC
 
Lucknow ❤CALL GIRL 88759*99948 ❤CALL GIRLS IN Lucknow ESCORT SERVICE❤CALL GIRL
Lucknow ❤CALL GIRL 88759*99948 ❤CALL GIRLS IN Lucknow ESCORT SERVICE❤CALL GIRLLucknow ❤CALL GIRL 88759*99948 ❤CALL GIRLS IN Lucknow ESCORT SERVICE❤CALL GIRL
Lucknow ❤CALL GIRL 88759*99948 ❤CALL GIRLS IN Lucknow ESCORT SERVICE❤CALL GIRLimonikaupta
 

Kürzlich hochgeladen (20)

Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.
Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.
Call Now ☎ 8264348440 !! Call Girls in Green Park Escort Service Delhi N.C.R.
 
Pune Airport ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready...
Pune Airport ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready...Pune Airport ( Call Girls ) Pune  6297143586  Hot Model With Sexy Bhabi Ready...
Pune Airport ( Call Girls ) Pune 6297143586 Hot Model With Sexy Bhabi Ready...
 
Call Now ☎ 8264348440 !! Call Girls in Shahpur Jat Escort Service Delhi N.C.R.
Call Now ☎ 8264348440 !! Call Girls in Shahpur Jat Escort Service Delhi N.C.R.Call Now ☎ 8264348440 !! Call Girls in Shahpur Jat Escort Service Delhi N.C.R.
Call Now ☎ 8264348440 !! Call Girls in Shahpur Jat Escort Service Delhi N.C.R.
 
(INDIRA) Call Girl Pune Call Now 8250077686 Pune Escorts 24x7
(INDIRA) Call Girl Pune Call Now 8250077686 Pune Escorts 24x7(INDIRA) Call Girl Pune Call Now 8250077686 Pune Escorts 24x7
(INDIRA) Call Girl Pune Call Now 8250077686 Pune Escorts 24x7
 
Networking in the Penumbra presented by Geoff Huston at NZNOG
Networking in the Penumbra presented by Geoff Huston at NZNOGNetworking in the Penumbra presented by Geoff Huston at NZNOG
Networking in the Penumbra presented by Geoff Huston at NZNOG
 
Moving Beyond Twitter/X and Facebook - Social Media for local news providers
Moving Beyond Twitter/X and Facebook - Social Media for local news providersMoving Beyond Twitter/X and Facebook - Social Media for local news providers
Moving Beyond Twitter/X and Facebook - Social Media for local news providers
 
Hot Call Girls |Delhi |Hauz Khas ☎ 9711199171 Book Your One night Stand
Hot Call Girls |Delhi |Hauz Khas ☎ 9711199171 Book Your One night StandHot Call Girls |Delhi |Hauz Khas ☎ 9711199171 Book Your One night Stand
Hot Call Girls |Delhi |Hauz Khas ☎ 9711199171 Book Your One night Stand
 
VVVIP Call Girls In Connaught Place ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
VVVIP Call Girls In Connaught Place ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...VVVIP Call Girls In Connaught Place ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
VVVIP Call Girls In Connaught Place ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
 
@9999965857 🫦 Sexy Desi Call Girls Laxmi Nagar 💓 High Profile Escorts Delhi 🫶
@9999965857 🫦 Sexy Desi Call Girls Laxmi Nagar 💓 High Profile Escorts Delhi 🫶@9999965857 🫦 Sexy Desi Call Girls Laxmi Nagar 💓 High Profile Escorts Delhi 🫶
@9999965857 🫦 Sexy Desi Call Girls Laxmi Nagar 💓 High Profile Escorts Delhi 🫶
 
VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting High Prof...
VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting  High Prof...VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting  High Prof...
VIP Model Call Girls Hadapsar ( Pune ) Call ON 9905417584 Starting High Prof...
 
How is AI changing journalism? (v. April 2024)
How is AI changing journalism? (v. April 2024)How is AI changing journalism? (v. April 2024)
How is AI changing journalism? (v. April 2024)
 
GDG Cloud Southlake 32: Kyle Hettinger: Demystifying the Dark Web
GDG Cloud Southlake 32: Kyle Hettinger: Demystifying the Dark WebGDG Cloud Southlake 32: Kyle Hettinger: Demystifying the Dark Web
GDG Cloud Southlake 32: Kyle Hettinger: Demystifying the Dark Web
 
Hire↠Young Call Girls in Tilak nagar (Delhi) ☎️ 9205541914 ☎️ Independent Esc...
Hire↠Young Call Girls in Tilak nagar (Delhi) ☎️ 9205541914 ☎️ Independent Esc...Hire↠Young Call Girls in Tilak nagar (Delhi) ☎️ 9205541914 ☎️ Independent Esc...
Hire↠Young Call Girls in Tilak nagar (Delhi) ☎️ 9205541914 ☎️ Independent Esc...
 
'Future Evolution of the Internet' delivered by Geoff Huston at Everything Op...
'Future Evolution of the Internet' delivered by Geoff Huston at Everything Op...'Future Evolution of the Internet' delivered by Geoff Huston at Everything Op...
'Future Evolution of the Internet' delivered by Geoff Huston at Everything Op...
 
Call Girls Service Chandigarh Lucky ❤️ 7710465962 Independent Call Girls In C...
Call Girls Service Chandigarh Lucky ❤️ 7710465962 Independent Call Girls In C...Call Girls Service Chandigarh Lucky ❤️ 7710465962 Independent Call Girls In C...
Call Girls Service Chandigarh Lucky ❤️ 7710465962 Independent Call Girls In C...
 
𓀤Call On 7877925207 𓀤 Ahmedguda Call Girls Hot Model With Sexy Bhabi Ready Fo...
𓀤Call On 7877925207 𓀤 Ahmedguda Call Girls Hot Model With Sexy Bhabi Ready Fo...𓀤Call On 7877925207 𓀤 Ahmedguda Call Girls Hot Model With Sexy Bhabi Ready Fo...
𓀤Call On 7877925207 𓀤 Ahmedguda Call Girls Hot Model With Sexy Bhabi Ready Fo...
 
Call Girls In Defence Colony Delhi 💯Call Us 🔝8264348440🔝
Call Girls In Defence Colony Delhi 💯Call Us 🔝8264348440🔝Call Girls In Defence Colony Delhi 💯Call Us 🔝8264348440🔝
Call Girls In Defence Colony Delhi 💯Call Us 🔝8264348440🔝
 
On Starlink, presented by Geoff Huston at NZNOG 2024
On Starlink, presented by Geoff Huston at NZNOG 2024On Starlink, presented by Geoff Huston at NZNOG 2024
On Starlink, presented by Geoff Huston at NZNOG 2024
 
Lucknow ❤CALL GIRL 88759*99948 ❤CALL GIRLS IN Lucknow ESCORT SERVICE❤CALL GIRL
Lucknow ❤CALL GIRL 88759*99948 ❤CALL GIRLS IN Lucknow ESCORT SERVICE❤CALL GIRLLucknow ❤CALL GIRL 88759*99948 ❤CALL GIRLS IN Lucknow ESCORT SERVICE❤CALL GIRL
Lucknow ❤CALL GIRL 88759*99948 ❤CALL GIRLS IN Lucknow ESCORT SERVICE❤CALL GIRL
 
Rohini Sector 6 Call Girls Delhi 9999965857 @Sabina Saikh No Advance
Rohini Sector 6 Call Girls Delhi 9999965857 @Sabina Saikh No AdvanceRohini Sector 6 Call Girls Delhi 9999965857 @Sabina Saikh No Advance
Rohini Sector 6 Call Girls Delhi 9999965857 @Sabina Saikh No Advance
 

Mir 1808 cus_datplat

  • 1. M A R T E C H I N T E L L I G E N C E R E P O R T : Enterprise Customer Data Platforms: A Marketer’s Guide F I R S T E D I T I O N A MarTech Today Research Report
  • 2.
  • 3. © 2018 Third Door Media, Inc. • http://martechtoday.com 1 Email: martechtoday@digitalmarketingdepot.com MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Table of Contents Scope and methodology .................................................................................................................. 2 CDP market overview........................................................................................................................ 3 Table 1: The leading obstacles to marketing success ............................................................... 3 A CDP is not a CRM, DMP or marketing automation platform ..................................................... 4 Table 2: How CDPs differ from other martech systems ............................................................ 4 Venture capital flows to crowded CDP market .............................................................................. 5 CDP capabilities ................................................................................................................................ 5 Data management ......................................................................................................................... 6 Analytics ........................................................................................................................................ 6 Orchestration ................................................................................................................................. 6 Data regulation compliance .......................................................................................................... 6 Third-party systems integration ..................................................................................................... 7 Choosing a CDP ................................................................................................................................ 7 The benefits of using a CDP .......................................................................................................... 7 Table 3: Select CDP capabilities ............................................................................................... 8 Pricing ............................................................................................................................................ 9 Recommended steps to making an informed purchase ................................................................. 9 Step One: Do you need a CDP? ................................................................................................... 9 Step Two: Identify and contact appropriate vendors .................................................................... 11 Step Three: Scheduling the demo ................................................................................................. 11 Step Four: Check references, negotiate a contract ....................................................................... 12 Conclusion ......................................................................................................................................... 13 Vendor profiles ................................................................................................................................. 14 ActionIQ ........................................................................................................................................ 14 AgilOne ......................................................................................................................................... 16 Amperity ........................................................................................................................................ 18 Ascent360 ...................................................................................................................................... 20 BlueConic ...................................................................................................................................... 22 BlueVenn ....................................................................................................................................... 24 Datorama ....................................................................................................................................... 26 Ensighten ....................................................................................................................................... 28 Evergage ....................................................................................................................................... 30 Lattice Engines .............................................................................................................................. 32 Lytics............................................................................................................................................... 34 mParticle ........................................................................................................................................ 36 ONEcount ...................................................................................................................................... 38 QuickPivot ..................................................................................................................................... 40 Radius ............................................................................................................................................ 42 Segment ........................................................................................................................................ 44 SessionM ....................................................................................................................................... 46 Tealium........................................................................................................................................... 48 Treasure Data ................................................................................................................................. 50 Velocidi .......................................................................................................................................... 52 Zaius .............................................................................................................................................. 54 Zylotech ......................................................................................................................................... 56 Resources .......................................................................................................................................... 58
  • 4. MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide © 2018 Third Door Media, Inc. • http://digitalmarketingdepot.com 2 Email: whitepapers@digitalmarketingdepot.com Scope and methodology This report examines the current market for enterprise customer data platforms (CDPs) and the considerations involved in implementing the software. This report answers the following questions: • What trends are driving the adoption of CDPs? • Who are the leading CDP vendors? • What features do CDP vendors provide? • Does my company need a CDP? • How much does a CDP cost? For the purposes of this report, a CDP is defined as a marketer-managed system designed to collect customer data from all sources, normalize it and build unique, unified profiles of each individual customer. The result is a persistent, unified customer database that shares data with other martech systems. (Sources: CDP Institute and LUMA.) If you are considering licensing a CDP, this report will help you decide. The report includes industry statistics, market trends and recommended steps for making an informed purchase decision. It also includes 19 vendor profiles. This report is not a recommendation of any particular CDP or company and is not meant to be an endorsement of any particular product, service or vendor. The vendors profiled in this report were selected based on their roles as CDP leaders or their entire revenue comes from CDP technology and services. The focus of this report is CDPs that are available as stand-alone services, and not embedded in a larger cloud application or part of a larger agency service offering. The report was prepared by conducting interviews with leading vendors and industry experts. Interviews took place in June and July 2018. These, in addition to third-party research, form the basis for this report. August 2018 Editorial Advisor: David Raab, Founder, CDP Institute Research/Writers: Karen Burka, Senior Research Consultant, Third Door Media Brian Kelly, Principal, Candlewood Creative Editor: Claire Schoen, Director, Marketing Services Content, Third Door Media
  • 5. Orchestrate Your Customer Data Tealium's Universal Data Hub provides a unified source of customer data, available in real time across teams, tools, and touchpoints. Trusted by Over 800 of the World's Most Innovative Brands See Our Industry-leading Approach tealium.com/why-tealium
  • 6. © 2018 Third Door Media, Inc. • http://martechtoday.com 3 Email: martechtoday@digitalmarketingdepot.com MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide CDP market overview The customer data platform (CDP) market is expected to generate $1 billion in revenue by 2019, according to the CDP Institute, as both employment and the number of CDP vendors doubled in 2017. Driving growth is a perfect storm of increasing complexity in the customer journey, the martech stack and data governance. Gartner predicts that the average US adult will own more than six smart devices by 2020, making cross-device IDs and identity resolution – the ability to consolidate disparate sets of data into an individual profile – a critical need for marketing effectiveness. As the number of touchpoints in the customer journey expands, CDPs allow marketers to break down first-party customer data silos to unify and normalize contact information. Almost half of marketing executives say they are responsible for enterprise marketing technologies, and nearly one quarter manage their martech platforms independently from IT, according to the CDP Institute. With marketers exercising more control over technology, there is more focus on adopting marketing-centric solutions. Enter the CDP – a platform designed for marketer use – to streamline the flow of customer data throughout the martech stack and create a single view of the customer, which remains the leading obstacle to marketing success (see Table 1). Table 1: The leading obstacles to marketing success 32% 34% 39% 49% 58% 0% 10% 20% 30% 40% 50% 60% 70% Martech staff training Overall budget Martech budget Collaboration outside marketing Single customer view Source: Best Practices in Building a Unified Customer Database, CDP Institute Customer data security and governance have also leapt to the forefront of marketer concerns, as the alphabet soup of data regulations – from HIPAA (Health Insurance Portability and Accountability) to HITECH (Health Information Technology for Economic and Clinical Health) to GDPR (General Data Protection Regulation) and CASL (Canada Anti-Spam Legislation) – continues to grow. CDP vendors provide strong data governance protocols that are certified by third-party organizations to ensure compliance with these types of regulations, as well as other data security standards. For example, many CDP vendors are SOC (Service Organization Control), SSAE (Statement on Standards for Attestation Engagements) and/or ISO (International Standards Organization) certified. These audits confirm best practices around internal processes, data management, data privacy and security. As the number of touchpoints in the customer journey expands, CDPs allow marketers to break down first- party customer data silos to unify and normalize contact information.
  • 7. © 2018 Third Door Media, Inc. • http://martechtoday.com 4 Email: martechtoday@digitalmarketingdepot.com MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide A CDP is not a CRM, DMP or marketing automation platform There is still some market confusion about how a CDP differs from a CRM, a DMP (data management platform) or a marketing automation platform. A CDP provides the following three core features that together make it unique from other systems (see Table 2): • A unified, persistent customer database that provides data transparency and granularity at the known, individual level. A CDP can identify customers from many different data sources by stitching together information under a unique, individual identifier. The CDP then stores its own copy of the data. • Marketer control over customer data collection, segmentation and orchestration through native (out-of-the-box) integration that minimizes the need for IT or developer help. • Data integration of both known and anonymous customer data with any external source or platform, including CRM, point of sale (POS), mobile, transactional, website, email and marketing automation. CDPs can be used as systems of record, storing both known and anonymous customer profiles in a central hub that integrates data from all of the organization’s various software systems. The data is accessible for marketing analysis, segmentation and insight discovery, with the goal of increasing the velocity and effectiveness of omnichannel marketing campaigns. Conversely, DMPs focus primarily on anonymous interactions and are used by digital advertisers, marketers and publishers to store and manage audience and campaign data. DMPs rely on anonymous, third-party data to segment and build audiences that look like first-party customers. Marketing automation platforms, which, like CDPs, are designed for marketer use, focus on collecting digital channel data and executing digital campaigns. Marketing automation platforms do not offer the cross-channel (i.e., online/offline data) capabilities that are native to CDPs. CRMs compile customer data and are often used as the organization’s centralized data hub. However, CRMs provide marketers with minimal system access and control and can’t identify or engage with anonymous individuals. Similarly, data warehouses store many types of organizational data, but are managed, by and large, by IT departments. Table 2: How CDPs differ from other martech systems All customer data available at the individual level Marketing Automation First-and third-party data accessible to external sources Marketer control over data CRMDMP DATA WAREHOUSE CDP Source: Third Door Media CDPs can be used as systems of record, storing both known and anonymous customer profiles in a central hub that integrates data from all of the organization’s various software systems.
  • 8. © 2018 Third Door Media, Inc. • http://martechtoday.com 5 Email: martechtoday@digitalmarketingdepot.com MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Venture capital flows to crowded CDP market The crowded CDP vendor market includes several pure-play companies that have launched in the past five years, as well as more mature companies that have their roots in digital technologies such as tag management and personalization. As the market matures, many vendors that initially focused on customer database creation and maintenance are responding to market demand by expanding their capabilities to include data analytics, personalization and orchestration. Venture capital is playing a key role in the market’s maturation and growth. Nine of the vendors profiled in this report have raised more than $256 million since January 2017 (see sidebar). SessionM announced a $23.8 million Series E led by Salesforce Ventures in July 2018. Boston-based Zaius raised $30 million in April 2018 to develop its partner and developer ecosystem, as well as expand platform functionality. One month later, the company announced the launch of Omnichannel Campaign Manager, a new platform feature enabling marketers to create, execute and measure multichannel campaigns in one view. In September 2017, mParticle secured $35 million in Series C funding to help roll out a new enterprise-level identity resolution product, IDSync. Earlier, in July 2017, Segment scored $64 million in its own Series C round designed to grow the company’s customer base and investment in “new parts of the core product and platform.” There has been little market consolidation, thus far, although that will change as marketing cloud providers look to expand their ability to manage first-party customer data. In July 2018, Salesforce announced an agreement to purchase Datorama, while Treasure Data announced it was being acquired by ARM Holdings. BlueVenn bought Leap Media Solutions, a provider of marketing campaign and analytics services for the media industry, in January 2018 for an undisclosed amount. CDP capabilities Vendors ranging from tag management solutions to personalization platforms to pure-play CDP providers currently offer CDPs. Virtually all of the CDP vendors profiled in this report provide the following core capabilities: • Data management (collect, normalize and unify customer data in a persistent database); • Identity resolution to stitch customer data snippets from disparate sources; • User interface (UI) and features designed for marketing organization use, without the aid of IT or data science resources; and • Data access to all external systems on a vendor-neutral basis. CDP vendors differentiate by offering more advanced capabilities that include – but are not limited to – the following: • Structured and unstructured data management; • Online and offline data management; Select CDP venture funding rounds, 2017-2018 July 2018 SessionM: $23.8M Series E led by Salesforce Ventures April 2018 Lytics: $14M led by Two Sigma Ventures Zaius: $30M Series B led by Insight Venture Partners October 2017 ActionIQ: $30M Series B led by Andreessen Horowitz Amperity: $28M Series B led by Tiger Global Management September 2017 mParticle: $35M Series C led by Harmony Partners August 2017 Evergage: $10M Series C led by Arrowroot Capital July 2017 Segment: $64M Series C led by GV and Y Combinator June 2017 Zaius: $6.5M venture round led by Underscore VC April 2017 ActionIQ: $13M Series A led by Sequoia Capital February 2017 Tealium: Undisclosed Series E led by Citi Ventures January 2017 Ascent360: $1.9M seed round led by Access Venture Partners Source: Third Door Media
  • 9. © 2018 Third Door Media, Inc. • http://martechtoday.com 6 Email: martechtoday@digitalmarketingdepot.com MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide • Analytics that enable journey mapping, audience segmentation and predictive modeling; • Orchestration for personalized messaging, dynamic interactions and product/content recommendations; and • Compliance with vertical industry and international data regulations. The following section discusses these features and the key considerations involved in choosing a CDP (see Table 3). Data management Data collection and maintenance is a core CDP function. Virtually all CDPs provide a central database that collects and integrates personally identifiable customer data across the enterprise. From there, however, CDPs vary in their abilities to manage the following: • Identity resolution: The platform ‘stitches’ together customer data points from various channels into a single customer profile. • Online/offline data: The platform uses email addresses, phone numbers and postal addresses to clean and standardize customer records. • Structured/unstructured data: Most, but not all CDPs manage unstructured data (i.e., social media feeds, product photos, barcodes), which may comprise up to 80% of all data by 2025, according to IDG. • Mobile data: Several CDPs offer software development kits (SDKs) to load data from mobile apps directly into the central database. The importance of each of these data management capabilities will depend on the organization’s business goals, and whether it has a significant mobile presence, direct mail budget or brick-and-mortar stores and/or agents. Analytics A growing number of CDP vendors offer data analytics that allow marketing end-users to define and create customer segments, track customers across channels and glean insights from customer behavior and trends. The specific tools provided can include predictive models, revenue attribution and journey mapping. The CDP often automates the distribution of the customer segments on a user-defined schedule to external martech systems such as marketing automation platforms and email service providers (ESPs) for campaign execution. Orchestration A select group of CDPs provide campaign management and customer journey orchestration features that enable personalized messaging, dynamic web and email content recommendations, as well as campaigns that trigger targeted ads across multiple channels. For example, the CDP could deliver targeted content to a web visitor during a live interaction. To do this, the CDP must accept input about visitor behavior from the customer-facing system, find the customer profile within its database, select the appropriate content and send the results back to the customer-facing system. A CDP may also facilitate digital advertising through an audience API that sends customer lists from the CDP to systems (i.e., DMP, DSP, ad exchange) that will use them as advertising audiences. A growing number of CDP vendors offer data analytics that allow marketing end-users to define and create customer segments, track customers across channels and glean insights from customer behavior and trends.
  • 10. © 2018 Third Door Media, Inc. • http://martechtoday.com 7 Email: martechtoday@digitalmarketingdepot.com MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide A CDP fosters cooperation among siloed groups because it gathers data from throughout the enterprise and supports customer interactions across many departments. Data regulation compliance CDP vendors are in varying stages of compliance with the wide range of vertical market and international regulations that safeguard customer data privacy. The European Union’s GDPR was implemented in May 2018 and impacts all US marketers and data firms handling European data or serving customers in the EU. Brands marketing to Canadian consumers through email must also comply with the country’s CASL (Canada Anti-Spam Legislation). Marketers in the highly regulated healthcare market must follow HIPAA and HITECH regulations. In addition, all organizations that accept, process, store or transmit credit card information must maintain a secure environment that meets Payment Card Industry Data Security Standards (PCI DSS), as well. Third-party systems integration CDPs streamline integration of customer data by providing out-of-the-box (or native) connectors for many martech systems, including CRMs, DMPs, marketing automation platforms, DSPs, and campaign analytics and testing tools. Most marketing organizations have assembled a martech stack that contains many of these types of platforms. But integrating the data that resides in the martech ecosystem is a huge challenge – one that costs US brands millions of dollars annually. The majority of CDPs profiled in this report also provide an extensive set of APIs for custom integrations. Choosing a CDP The benefits of using a CDP Marketing executives today are in charge of dozens of martech applications to manage, analyze and act on a growing volume of first-party customer data. But instead of increasing efficiency, the emerging martech ecosystem has created problems with data redundancy, accuracy and integration. Automating customer data accuracy and integration through a CDP can provide numerous benefits, including the following: • Expanded enterprise collaboration. A CDP fosters cooperation among siloed groups because it gathers data from throughout the enterprise and supports customer interactions across many departments. • Improved data accessibility. A CDP is a centralized hub that collects and houses customer data from every corner of the enterprise. Pieces of data are normalized and stitched together to build unique, unified profiles of each individual customer. The result is a persistent, customer database that can share data more easily and efficiently across the organization. • Streamlined systems integration. A CDP unifies data systems across the enterprise, from marketing and customer service, to call centers and payment systems. By creating a single ‘system of record’ for first-party customer data, data redundancies and errors can be minimized, and data can flow more quickly into – and out of – marketing automation platforms, email service providers (ESPs), CRMs and other martech systems.
  • 11. © 2018 Third Door Media, Inc. • http://martechtoday.com 8 Email: martechtoday@digitalmarketingdepot.com MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Table 3: Select CDP capabilities 1Data regulation acronyms as follows: APPs=Australian Privacy Principles, CCPA=California Consumer Privacy Act, CASL=Canadian Anti-Spam Legislation, GDPR=General Data Protection Regulation, HIPAA= Health Insurance Portability and Accountability, HITECH=Health Information Technology for Economic and Clinical Health, PIPEDA=Personal Information Protection and Electronic Documents Act (Canada), VPPA=Video Privacy Protection Act. Amperity BlueVenn Lytics Lattice Engines SessionM Zaius Datorama mParticle ONEcount Tealium Zylotech Ensighten QuickPivot Radius Treasure Data Evergage Segment Velocidi BlueConic ActionIQ Ascent360 AgilOne 8 4 8 8 4 8 4 4 4 4 4 4 8 4 4 4 4 4 8 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 8 8 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 8 4 4 4 APPs, GDPR, HIPAA, PIPEDA 4 444 4 4 8 4 8 GDPR GDPR GDPR, HIPAA GDPR GDPR 4 4 4 4 4 4 4 4 4 4 GDPR, HIPAA CCPA, GDPR, VPPA GDPR, HIPAA GDPR, HIPAA, HITECH GDPR 4 4 4 4 4 4 4 4 4 GDPR CASL, GDPR GDPR GDPR 4 4 4 4 4 4 4 GDPR GDPR GDPR 4 4 4 4 4 4 4 4 44 4 4 4 4 4 4 4 4 4 4 4 4 4 44 4 4 4 4 4 4 4 4 4 4 4 4 44 4 4 4 4 4 4 4 8 4 4 4 4 4 4 4 4 GDPR4 444 4 GDPR4 444 4 4 4 4 4 4 4 GDPR, CASL 4 444 4 GDPR4 444 Vendor Out-of-the-box APIs Third-party systems integrationData management Unstructured data Offline data Identity resolution Mobile SDK Analytics Orchestration Data regulation compliance1
  • 12. © 2018 Third Door Media, Inc. • http://martechtoday.com 9 Email: martechtoday@digitalmarketingdepot.com MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide • Increased marketing efficiency. A CDP unifies individual data with unique IDs that create more robust customer records. Many manual tasks are also automated by the CDP, allowing marketers to focus on the creative and analytical tasks they are trained for. The result is more accurate modeling, targeting and personalization in marketing campaigns, and more relevant customer experiences with the brand across channels. • Faster marketing velocity. CDPs are ‘owned’ by marketing, minimizing the need for IT or developer intervention to collect, analyze and act upon data. With control in marketers’ hands, the time to segment and build audiences, execute campaigns and analyze results significantly decreases. • Stronger regulatory compliance. A CDP creates greater internal control over customer data, streamlining data governance to comply with the many regulations now impacting brands worldwide. Marketers in the healthcare industry must comply with both HIPAA and HITECH regulations. Businesses that handle European data or serve customers in the EU must also comply with GDPR. The majority of CDP vendors are both ISO and SOC certified for best practices in handling personally identifiable information (PII). Pricing A CDP is a significant technology investment and the total cost of ownership should be considered before any contract is signed. Available data on the average annual spend for the CDPs profiled in this report ranges from $65,000 to $150,000. The majority of CDP vendors offer SaaS-based pricing based on factors such as the volume of data stored, number of active customer records, number of platform users and number of API calls. Vendors that provide analytics and orchestration services may also charge a CPM for channel execution. Not all vendors require annual contracts, although several provide volume discounts for long-term contracts. Recommended steps to making an informed purchase Understanding your current marketing processes, knowing how to measure success and being able to identify where you are looking for improvements, are all critical pieces of the CDP decision-making process. The following section outlines four steps to help your organization begin that process and choose the CDP that is the right fit for your business needs and goals. Step One: Do you need a CDP? Deciding whether or not your company needs a CDP calls for the same evaluative steps involved in any software adoption, including a comprehensive self-assessment of your organization’s business needs, staff capabilities, management support and financial resources. Use the following questions as a guideline to determine the answers. 1. How do we currently manage customer data? Fragmented pieces of customer data often reside in silos in marketing, sales, purchasing, customer support and other departments. Does your organization have a ‘network of record?’ Do you know what customer data it includes? Is third-party anonymous data mixed in? How many systems are in your martech stack? And how does data get from one system to another? These A CDP creates greater internal control over customer data, streamlining data governance to comply with the many regulations now impacting brands worldwide.
  • 13. © 2018 Third Door Media, Inc. • http://martechtoday.com 10 Email: martechtoday@digitalmarketingdepot.com MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide are all areas where a CDP can help to standardize and streamline data storage and processing. 2. How efficient are our marketing data processes? Martech systems are supposed to improve data and campaign efficiency. But many times, disparate systems instead lead to data duplication, lack of standardization and an increase in time-consuming manual tasks. If you find yourself spending more time correcting data errors or de- duplicating contact records, and less time executing campaigns or evaluating campaign performance, it might be time to automate data integration. 3. How would a CDP address our business needs? Virtually all CDPs deliver several core capabilities around data management, but many also provide a wide range of data analytics and orchestration features that address diverse business goals. What would having a single view of your customers do for you? For example, do you want to reduce churn by targeting customers with more relevant offers? Or increase the profitability of customer acquisition efforts by creating more accurate lookalike audiences? 4. What systems would we integrate through the CDP? The martech stack is getting bigger and more complex for many organizations. Streamlining integration is a core benefit of implementing a CDP, which can normalize data for easier importing and exporting into other systems. As more brands engage in omnichannel marketing through numerous martech apps, creating a unified view of the customer has become critical to marketing success. 5. How will we define and then benchmark CDP success? What key performance indicators (KPIs) do you want to measure, and what decisions will you make based on CDP implementation? For example, do you want to decrease data redundancy and track how that impacts the velocity of campaign execution? Or do you want to decrease the time your marketing staff spends on manually transferring data from one system to another. Set business goals in advance to be able to benchmark success later on. 6. Do we have management buy-in? As with any major organizational investment, management support is essential to CDP success. Begin with small, short-term goals that demonstrate how the CDP is benefiting the business, either through cost savings or revenue gains. The key is to convince senior executives that having a single, unified view of the customer will add to the organization’s bottom line. 7. Do we need self serve, full serve or something in between? CDPs are built for marketing end-users. However, CDPs vary in the scope of their capabilities – and it is important to have some level of ongoing training to use them all. CDP vendors provide varying levels of onboarding, customer support and/or professional services. Make sure you understand what your marketing staff will need to know to effectively use the CDP, or, if you lack internal resources, what type of managed services are available. 8. What is the total cost of ownership? CDP vendors charge monthly license fees based on the number of data records, events (or customer actions) and applications integrated. There may be additional fees for onboarding, APIs/custom integrations or staff training. Make sure you know your business needs and data volume to understand the investment your organization will make. Understanding your current marketing processes, knowing how to measure success, and being able to identify where you are looking for improvements are all critical pieces of the CDP decision-making process.
  • 14. © 2018 Third Door Media, Inc. • http://martechtoday.com 11 Email: martechtoday@digitalmarketingdepot.com MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Step Two: Identify and contact appropriate vendors Once you have determined that a CDP makes sense for your business, spend time researching individual vendors and their capabilities by doing the following: • Inventory all of your organization’s databases and martech applications and make sure all stakeholders weigh in on which data and system integrations are a priority. CDPs offer numerous out-of-the-box connectors and APIs to make the integration process faster and more seamless. By prioritizing which applications you’ll want to integrate first, you’ll be able to identify vendors that already have native connections to them. • Take your inventory and then do some research. Speak to your marketing peers at industry events to find out who is using which CDP vendor and why. The “Resources” section at the back of this report includes a list of blogs, reports and industry research that will also help. (Many of the vendors profiled in this report also provide whitepapers and interactive tools that can help.) • Narrow your list down to those vendors that meet your criteria. Submit your list of the capabilities you’ve identified and set a timeframe for them to reply. • Decide whether or not you need to engage in a formal RFI/RFP process. This is an individual preference, however be sure to give the same list of integrations to each vendor to facilitate comparison. The most effective RFPs only request relevant information and provide ample information about your business and its CDP needs. It should reflect high-level strategic goals and KPIs. For example, mention your company’s most important KPIs and how you will evaluate the success of your CDP implementation. Include details about timelines and the existing ecosystem of martech applications you have deployed. When written properly, an RFP will facilitate the sales process and ensure that everyone involved on both sides comes to a shared understanding of the purpose, requirements, scope and structure of the intended purchase. From the RFP responses, you should be able to narrow your list down to three or four solutions that you’ll want to demo. Step Three: Scheduling the demo Set up demos within a relatively short timeframe of each other to help make relevant comparisons. Make sure that all potential internal users are on the demo call, and pay attention to the following: • How easy is the platform to use? • Does the vendor seem to understand our business and our marketing needs? • Are they showing us our “must-have” features? Questions to ask each vendor include: 4 What platform hosting options are available (SaaS/cloud/on premise)? 4 How does the platform provide identity resolution? How does it stitch data points together? 4 How does the platform handle both structured and unstructured data? 4 How does the platform ingest and manage offline data? 4 How does the platform monitor integration success and/or failures, and report on data variances or anomalies? 4 How does the platform allow users to create customer segments based on behaviors and preferences? When written properly, an RFP will facilitate the sales process and ensure that everyone involved on both sides comes to a shared understanding of the purpose, requirements, scope and structure of the intended purchase.
  • 15. © 2018 Third Door Media, Inc. • http://martechtoday.com 12 Email: martechtoday@digitalmarketingdepot.com MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide 4 How does the platform employ machine learning for data analytics, such as predicting customer trends and patterns? 4 How can we send personalized and targeted messaging from the CDP? 4 How can we use the CDP to coordinate and track multi-step marketing campaigns? 4 What data security regulations does the platform comply with? 4 What data security certifications does the platform have? 4 Can we pay the software license month-to-month? Or is an annual contract required? Is there a short-term contract or an ‘out’ clause if things don’t work out? 4 Will there be an increase in price when I renew next year – if so, how much? 4 What are the additional fees? (i.e., set-up costs, add-on features, API, quotas)? 4 How long is the onboarding process typically? 4 Will we have a dedicated resource? Who will be the day-to-day contact? 4 What is the level of support included in the price? What support is additional? 4 Who pays if your system/team makes an error? 4 Will our support team work with us to test new features and assess the results? Step Four: Check references, negotiate a contract Before deciding on a particular vendor, take the time to speak with several customer references, preferably individuals in a business similar to yours. The CDP vendor should be able to supply you with several references if you cannot identify ones yourself. Use this opportunity to ask any additional questions, and to find out more about any questions that weren’t answered during the demo. Make sure that the person you’ve been referred to is a primary platform user and is utilizing the features that your organization cares about. Consider also asking these basic questions: 4 Why did you move to a CDP? 4 Why did you select this platform over others? 4 Has this platform lived up to your expectations? 4 How long did the platform take to implement? 4 Who was involved in the implementation? 4 Are you also using additional tools for data governance, analytics or reporting? 4 Were there any surprises that you wish you’d known about beforehand? 4 Where have you seen the most success? The biggest challenges? 4 How are you measuring your own success? 4 How easy was the set-up process and how long? Did the vendor help? 4 How responsive is customer service? 4 Has there been any down time? 4 What is the most useful, actionable (favorite) report the tool generates? 4 What do you wish they did differently? 4 Why would you recommend this platform? Although not all vendors require an annual contract, many do. Once you’ve selected a vendor, be sure to get in writing a list of what technology and support are covered in the contract. Ask about what kinds of additional fees might come up: 4 Are there charges for custom integrations or API access? If so, how much? 4 What is the hourly charge for engineering services, and is there a minimum? 4 What partner organizations are available to install and integrate the tool? 4 If we need to train a new hire mid-year, what will that cost? 4 What performance levels do you guarantee (response time, availability, problem resolution, accuracy, etc.) and what happens if you don’t meet them? 4 What is the ‘out’ clause? Before deciding on a particular vendor, take the time to speak with several customer references, preferably individuals in a business similar to yours.
  • 16. © 2018 Third Door Media, Inc. • http://martechtoday.com 13 Email: martechtoday@digitalmarketingdepot.com MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Conclusion Unified, accessible customer data has become an essential building block for brand marketing success. But as technology continues to grow and evolve, consumers will continue to add new devices and touchpoints to their purchase journeys. The result will be a new set of marketing opportunities, as well as data challenges for marketers. CDPs have emerged as a vital tool for customer data management. CDPs unify and normalize first-party customer data, improving data accuracy, targeting relevance and marketing campaign velocity. CDPs put control of marketing data and technology in marketers’ hands and facilitate compliance with the growing array of data privacy regulations through strong data governance. As the CDP market matures, vendors are expanding their core capabilities beyond data maintenance to offer brand marketers more analytical tools and orchestration features to build audiences and execute multi-step campaigns across channels. The CDP vendor market is crowded, providing marketers with many choices based on their most urgent business needs. However, strong demand and interest from enterprise marketing clouds will lead to more consolidation in the next 12-24 months. n CDPs put control of marketing data and technology in marketers’ hands and facilitate compliance with the growing array of data privacy regulations through strong data governance.
  • 17. © 2018 Third Door Media, Inc. • http://martechtoday.com 14 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Target customer • B2C Global 2000 enterprises across multiple industries, including retail, e-commerce, telco, media & entertainment, travel & hospitality, and consumer financial services. Company overview • Founded in 2014. • 60-plus employees. • $45M in total funding, including a $30M Series B in August 2017. • Backed by Andreessen Horowitz, Bowery Capital, FirstMark Capital and Sequoia Capital. Product overview • Connects enterprise first-party customer data, orchestrates cross-channel campaigns and measures incremental lift across all digital and offline channels. • Primary use cases focus on personalizing customer experiences at every point in the customer journey lifecycle with relevant content based on historical behavioral data. • SaaS solution hosted in the cloud. Data management • Native ingestion of large volumes of raw data, without transformation before load. • Integration of any online or offline data, as well as structured and unstructured profile and behavioral data. • Automated matching of data with a single customer ID. • Bi-directional connectors to marketing execution systems to capture and link channel performance data. Data security • GDPR compliant. • SOC 1 certified; SOC 2 certification in progress. • Conducts regular third-party penetration tests. Analytics • Self-service user interface to create and update customer attributes and audience segments, leveraging full breadth of historical data. • AI-powered audience segmentation and operational customers insights in real-time • Governance to avoid extreme proliferation and maintain quality of attributes, without limiting number of attributes allowed. Orchestration • Automated orchestration of customer attributes and audience segments across any execution channel. • Native interface to visualize and design customer journeys across channels, with analytics at each touchpoint. • Automated management of multi-level holdouts, suppressions and A/B/n test design. • Robust measurement framework with customizable metrics to calculate marketing lift across every level — campaign, channel and content. ActionIQ 50 W 23rd St., Suite 6A New York, NY 10010 (347) 709-8880 www.actioniq.com Key customers HBC Michael Kors New York Times Shutterstock Verizon Weight Watchers Key executives Tasso Argyros, Founder & CEO Nitay Joffe, Founder & CTO Andrew Acedo, VP, Sales Priya Aggarwal, VP, Marketing
  • 18. © 2018 Third Door Media, Inc. • http://martechtoday.com 15 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Third-party systems integration • Native, out-of-the-box integrations as well as flexible data connection methodology to integrate with third- party systems via API, database connector or file-based mechanisms. Pricing and support • Does not share pricing information. • Annual contract required. • Free trials not available. • Onboarding typically takes three months, from data ingest to execution channels enabled and first campaign launched. • Dedicated account team to provide hands-on customer support. ActionIQ 50 W 23rd St., Suite 6A New York, NY 10010 (347) 709-8880 www.actioniq.com
  • 19. © 2018 Third Door Media, Inc. • http://martechtoday.com 16 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Target customer • B2C enterprises in retail, travel, media, CPG and subscription-based verticals. Company overview • Founded in 2006. • 150 employees. • $41M in funding, including a $25M Series C in April 2014. • Additional US offices in San Francisco and New York; global offices in Istanbul, Manila, London and Paris.   Product overview • AgilOne’s CDP supports four primary types of use cases: Outbound marketing: Segments customers based on value, behavior and attributes to deliver 1-to-1 content on every marketing message, across every outbound marketing execution channel such as email, direct mail and SMS. Digital advertising: Engages customers through digital advertising, where first- party customer data is used to enhance lookalike modeling, and acquisition and retargeting campaigns. Customer experience: Enhances personalization-focused 1-to-1 marketing, relevant customer interactions and offers on the website and all other customer- facing systems such as in the call center or in-person with a clienteling app. Analytics. Calculates and predicts key marketing metrics such as attribution, lifetime value, clusters, likelihood to buy, etc. • SaaS hosting available. Data management • 360 Profile UI is used to search and find specific customers and to view the single customer profile of an individual customer • 360 Profile API is a secure REST API that connects 360 Profile data to third party systems such as service clouds or clienteling apps (i.e., provide personalized info for in-store sales reps). The search API queries the data from individual customer records. For each search result, there is a returned link to the customer’s 360 Profile. • Identity Resolution Engine (IRE) is used to cleanse, de-dupe, link and perform identity resolution across structured and unstructured data sources integrated within the platform. • Website interactions tracked via AgilOne webtag. Anonymous visitors and traffic are stored up to 30 days until the anonymous profile chooses to identify. • Manages both online and offline data sources. • Software development kit (SDK) available. Data security • GDPR compliant. • SOC 2 Type 2 and SANS 20 certified. regular logo logo for dark backgrounds white logo AgilOne 771 Vaqueros Ave. Sunnyvale, CA 94085 (T) 877-769-3047 www.agilone.com Key customers Hugo Boss JOANN Stores Lululemon Schwan’s TravelZoo TUMI Key executives Omer Artun, CEO Steve McDermott, CRO Gangadhar Konduri, Chief Product Officer Ryan Willette, Global VP, Customer Success
  • 20. © 2018 Third Door Media, Inc. • http://martechtoday.com 17 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Analytics • Metadata-configurable analytics and machine-learning engine calculates metrics and dimensions from all transaction and event data. • Provides over 300 marketing metrics related to customers, transactions and events. • Data scientists can directly query the data; data can be exported to any query tool. Orchestration • Segmentation features drive content, offers and messaging via execution channels. • Campaign audiences are created through a trigger point, can be saved for reuse in follow-on campaigns or shared across other channels both as an inclusion or exclusion option. • Multiple customer journey flows can be built through trigger points based on customer action (or inaction) to a specific event. Third-party systems integration • Pre-built connectors (API) or sFTP integration with vendors in adtech, call center, website personalization (e.g., Monetate, Oracle Maxymiser), SMS, email (e.g. Oracle Responsys, Oracle Bronto), loyalty, social, attribution and chat. • Connectors available for Facebook and Instagram Custom Audiences. Users can export customer segments to other social networks through manual upload. Direct integrations with other social networks are prioritized based on client need and requests. • Ingests social user data through social sign-on technologies like Gigya and Janrain. • DMP and digital advertising platform connectors for LiveRamp, Criteo, Google Customer Match and Datalogix. • Custom integrations using APIs or CSV flat files available using AgilOne’s Integration Framework. Pricing and support • Tiered licensing pricing model based on total number of annual active customers. Does not disclose pricing information. • No free trials. • Annual contract required. • Typical onboarding timeline is 3-4 months and includes five project phases: planning, integration, reconciliation, launch and post-launch configuration. • Included customer support covers application and program support and training. Dedicated 24x7 help desk support staff available via telephone and email. Full coverage during both US and EU business hours. • Offers six different add-on service packages based on client need and desired support. regular logo logo for dark backgrounds white logo AgilOne 771 Vaqueros Ave. Sunnyvale, CA 94085 (T) 877-769-3047 www.agilone.com
  • 21. © 2018 Third Door Media, Inc. • http://martechtoday.com 18 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Target customer • B2C enterprise omnichannel companies in all verticals, including travel, retail & e-commerce, and sports and entertainment. Company overview • Founded in 2016. • 70-plus employees. • $37M in funding, including a $28M Series B in October 2017. Product overview • Primary use cases focus on unifying customer data to make it actionable for customer loyalty programs and ancillary services sales, Facebook acquisition, website management and more personalized marketing campaigns. • Identity resolution based on research-driven machine-learning models. • Ingests data from any external source. • Cloud hosting available (Amazon Web Services – AWS – or Microsoft Azure). Data management • Ingests data raw, regardless of format, without pre-built connectors or fixed schemas. Data published to Azure or AWS and made available via SFTP or scheduled connections to external systems. • Probabilistic machine generates a first-party identity graph, which discerns connections and unifies all customer data. Identity graph allows multiple customer views that are optimized for demand generation, customer support and improved customer experiences. • Manages both online and offline data. • Manages both structured and unstructured data. Data security • GDPR, HIPAA, PIPEDA (Canada) and APPs (Australia) compliant. • Supports PII redaction, data deletion and suppression. Analytics • Segmentation available using visual tools or SQL. Orchestration • Exports data in tailored segments that are optimized for client tools and systems. • Supports exporting data in the native format of target systems, including campaign managers, analytics tools, enterprise data warehouses and web personalization systems. Amperity 1000 1st Ave S, 6th floor Seattle, WA 98134 (T) 206-432-8302 https://amperity.com Key customers Alaska Airlines GAP, Inc. Kendra Scott Sounders TGI Fridays Wynn Las Vegas Key executives Kabir Shahani, Co-founder & CEO Derek Slager, Co-founder & CTO Amy Pelly, CFO
  • 22. © 2018 Third Door Media, Inc. • http://martechtoday.com 19 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Third-party systems integration • Onboards native data set from any data source via API or standard interchange formats. Includes offline data from EDW, CRM and point of sale (POS); online data from e-commerce systems, mobile apps and email providers; offline data; structured and unstructured data; and other data sources. Pricing and support • Customized pricing based on project and organization. • 90-day Proofs of Concept to deliver a use case based on client data. • All customers have a dedicated Customer Success team for onboarding and implementation. Amperity 1000 1st Ave S, 6th floor Seattle, WA 98134 (T) 206-432-8302 https://amperity.com
  • 23. © 2018 Third Door Media, Inc. • http://martechtoday.com 20 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Target customer • Mid-market B2C brands and e-commerce operators in retail, travel and entertainment verticals. Company overview • Founded in 2013. • 32 employees. • $1.9M seed funding in January 2017. • Additional offices in Boulder, CO and Boise, ID.  Product overview • Primary use cases focus on the CDP as the database of record for marketing organizations, managing individual and household-level data. Through a drag-and-drop segmentation tool, the database can be segmented and sent to numerous digital and direct marketing channels including Facebook, LiveRamp, ExactTarget, IBM, direct mail houses and more. • Hosted as a SaaS-based platform. Data management • Data accessible through APIs. • Identity resolution and data hygiene provided through hygiene engine, matching engine and optimization engine. • Custom ID tracks at the individual level through a combination of email and physical address. • Gathers structured or unstructured data from any source system, and then standardizes into structured data prior to loading. • Does not track website interactions or perform digital ad management. • Collects and manages offline data, matching individuals through custom, phonetic, household/residence and email data. Data security • GDPR and CASL compliant. • SSAE16 certified. Analytics • Customer segments can be built from all data sources (online, offline, loyalty, etc.). Offers several out-of-the-box audiences, derived variables and segments, including lapsed high-value customers. • List exports can be scheduled on a one-time or recurring basis to any external system. • Create a segment and output different aspects about the customer (gender, last purchase, etc.) to then drive dynamic content based off of those attributes. Ascent360 51 Corporate Circle, Ste. 204 Golden, CO 80401 (T) (800) 581-4017 www.ascent360.com Key customers Alterra Mountain Company Ragnar Relay Smartwool Thule Key executives Scott Buelter, CEO Nayab Khan, CTO Christine McAllister, VP, Client Success
  • 24. © 2018 Third Door Media, Inc. • http://martechtoday.com 21 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Orchestration • Built in segmentation tool that creates segments from all data sources (online, offline, loyalty, etc.) and creates lists or segments that can then be pushed to any digital or direct marketing channel, SFTP or exported. Segments can also be placed on a calendar where they can be scheduled to send on a one-time or reoccurring basis to any provider. Third-party systems integration • More than 70 API integrations with point of sale (POS), e-commerce, email service providers (ESPs) and other data providers or marketing execution systems. Pricing and support • Pricing based on the number of database records and the number of integrations/source systems. $50K average annual customer spend. • Annual contract required. • No free trials. • Typical onboarding time and process is 60-90 days. A dedicated Implementation Manager partners with the Client Technology team to create a business requirements framework. • Dedicated Customer Success Manager. • Customer support via phone, chat and email. • Add-on services include custom reporting and additional strategic support. Ascent360 51 Corporate Circle, Ste. 204 Golden, CO 80401 (T) (800) 581-4017 www.ascent360.com
  • 25. © 2018 Third Door Media, Inc. • http://martechtoday.com 22 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Target customer • B2B and B2C enterprise and mid-market customers, focused on four primary verticals -- media/publishing, retail/e-commerce, financial services and travel/hospitality. Company overview • Founded in 2010. • 65-plus employees. • $13.8M in total funding. • Additional office in Nijmegen, The Netherlands. Product overview • Platform is accessed via a marketer-oriented UI with all data queries done through the interface. • Primary use cases focus on creating a single source of customer data truth to support data-driven marketing activation use cases, which are facilitated by native integrations with external activation platforms. ESP, campaign management, Google AdWords and Facebook Advertising are among the most popular integrations to support activation use cases. • SaaS and cloud hosting available. Includes a third-party service for cloud infrastructure provided by Amazon Web Services (AWS). Choice of European or US-based AWS zone to host the BlueConic tenant and key space/database of the application. Data management • Persistently stored customer profiles are assigned a proprietary BlueConic ID. Marketers can add as many different descriptive and/or behavioral profile attributes to profiles as they need; there is no set of pre-defined attributes. Marketers can select one profile attribute, or a combination of attributes, to represent a unique identifier. Platform can merge profiles in real time when a new, unique identifier is added to a particular profile that also exists in another profile. • Stores profiles for both anonymous and known customers. • Manages both online and offline data. Offline data can be collected via BlueConic’s Acxiom connection, import connection or Firehose connection. • Manages both structured and unstructured data. • Software development kit (SDK) available for both Android and iOS. Data security • GDPR compliant. • ISO 27001 certified and successful completion of ISAE3402 audits through AWS. • Internet Advertising Bureau (IAB) certified. BlueConic 179 Lincoln St., 5th Floor Boston, MA 02111 (T) 888-440-2583 www.blueconic.com Key customers Franklin Sports Hearst Moen National Geographic The Atlantic Virgin Mobile Key executives Bart Heilbron, Co-founder & CEO Martijn van Berkum, Co-founder & CTO Cory Munchbach, SVP, Strategy
  • 26. © 2018 Third Door Media, Inc. • http://martechtoday.com 23 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Analytics • Calculates individual behavioral scores based on recency, frequency, momentum, intensity and recent intensity. • User-defined segments built through a point-and-click interface and exported using pre-built connections. Segments defined using any attribute or combination of attributes captured in BlueConic profiles. Orchestration • Recommendation engine uses machine learning to select the optimal marketing message in real time based on individual profile properties. Profiles and segments are updated in real time. • User-defined product or content marketing recommendations also available based on individual profile properties. Third-party systems integration • Native connections for the following systems: Advertising platforms: Google AdWords, Customer Match, Facebook Advertising, AdRoll, DoubleClick Campaign Manager and DoubleClick for Publishers. CRMs: Facebook Connect (profile transfer connection), Microsoft Dynamics 365, Salesforce, Marketo, HubSpot, Acxiom, Gigya and Mixpanel. DMPs: Oracle BlueKai, Salesforce DMP (Krux), Adobe Audience Manager, Lotame, Knowledge Marketing and Relay42. Email service providers (ESPs): Salesforce Marketing Cloud, IBM Marketing Cloud, Sailthru, MailChimp, Oracle Responsys, Oracle Eloqua, Bronto, Mailigen, PostUp, Campaign Monitor and WhatCounts. Web tools: Decibel, Optimizely, Adobe Target, Adobe Analytics, Visual Website Optimizer, Usabilla, FullContact, Google Universal Analytics, Magento, Channel.me, Amazon Web Services (S3), Slack, iOS and Android. Tag managers: Google Tag Manager, Ensighten, Tealium and Qubit. • Integrations also available through BlueConic API, Webhooks, FTP, data layer, Google BigQuery, Amazon RedShift, Microsoft Azure, Divolte Collector, and profile import and export connections. Pricing and support • Pricing based on a combination of the number of profiles stored in the platform, the number of platform users and the number of Recommendations API call requests. $65K average annual customer spend. • Annual contracts not required, but typical. • Free trials available. • Onboarding averages 2-4 months. • Email and chat customer support included. Support SLAs guarantee a response to a support ticket within 24 hours. • The following add-on services can be purchased at an hourly rate: strategy consulting, production, data, analytics and technical support. BlueConic 179 Lincoln St., 5th Floor Boston, MA 02111 (T) 888-440-2583 www.blueconic.com
  • 27. © 2018 Third Door Media, Inc. • http://martechtoday.com 24 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Target customer • B2B and B2C enterprises and SMBs in retail, travel & leisure, publishing & media, hospitality, automotive, insurance and retail banking. Company overview • Founded in 1998. • 110 employees. • Acquired Leap Media Solutions in January 2018. • Additional US offices in Cary, NC; additional global offices in Bristol and Cheltenham UK; and Nimes, France. Product overview • Primary use cases focus on providing a single customer view, customer analytics, multichannel campaign management, segmentation and modeling, and real-time personalization. Creates a single persistent, unified customer record including first- , second- and third-party data systems. Exposes data to every internal operational system to provide clean and trusted ‘single source of the truth’ throughout the organization. • SaaS, cloud and on-premise hosting available. Data management • Data accessible via SQL and REST API. • Identity resolution and data hygiene features available, including address cleansing, normalization, de-duplication and data verification and validation. Works with third parties to deliver additional cookie-based Identity resolution. • Manages both online and offline data. • Manages both structured and unstructured data. • Tracks user interactions via cookies using a single line of JavaScript embedded in the website header. Data security • ISO/IEC 27001:2013 and ISO 9001:2015 certified. • Direct Marketing Association ICO (Information Commissioner’s Office) Audit compliant. Analytics • Customer segments can be built on the fly using data visualization tools that filter lists of customers using CDP attributes. RFM (recency, frequency, monetary) models built into the tool and customized for every customer for database segmentation. • Predictive modeling available; models can be altered or refined, or used out-of-the- box. • Cluster modeling within campaigns to predictively group individuals within the customer database for retention campaigns, loyalty rewards and product promotions. BlueVenn 745 Atlantic Ave. Boston, MA 0211 (T) 617-207-8685 www.bluevenn.com Key customers AAA Estee Lauder Gatehouse Media Hotelplan Liverpool Victoria Space NK Key executives Iain Lovatt, Chairman Steve Klin, CEO Mark Jameson, CTO Neil Thomas, CFO
  • 28. © 2018 Third Door Media, Inc. • http://martechtoday.com 25 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Orchestration • Marketing module to personalize web and email content. • Multi-step and multi-wave customer journey (campaign) creation. Customer journey optimization feature allows marketers to link individual campaigns and see a helicopter view of linked campaigns. • Real-time data feeds can be fed into a campaign or customer journey on the fly to customize messaging or treatments based on individual behavior. Third-party systems integration • Connectors available for 35 martech systems, including customer loyalty (GiveX, BazaarVoice), e-commerce (Magento), email (Adestra, dotmailer, CheetahMail, HubSpot, MailChimp, Responsys), BI (Tableau), social media (HootSuite) and CRM (Salesforce Marketing Cloud, NetSuite) tools. Pricing and support • Tiered pricing based on volume of contacts, number of data sources and connectors used. $100K average annual customer spend. • Annual contract required. • No free trials. • Onboarding time and process typically 60-90 days for enterprises, and includes implementation, testing, set up, training and deployment. • Business hours (ET for US/GMT for EMEA) customer support via phone, email and online portal is included. • A full range of consulting and managed add-on services is available, including campaign management, digital automation and targeted growth modeling. BlueVenn 745 Atlantic Ave. Boston, MA 0211 (T) 617-207-8685 www.bluevenn.com
  • 29. © 2018 Third Door Media, Inc. • http://martechtoday.com 26 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Target customer • B2C, B2B and B2B2C enterprises in the consumer packaged goods (CPG), automotive, media & entertainment, internet, pharmaceutical, retail & e-commerce, telco, apparel and manufacturing markets. Company overview • Founded in 2012. • 400 employees. • $50M raised in three funding rounds since August 2013. • Salesforce signs definitive agreement to acquire Datorama in July 2018. • Additional US offices in San Francisco, Miami and Portland; global offices in 17 countries. Product overview • Primary use cases focus on: Cross-channel data integration, analytics and activation for marketing organizations. Unifying B2B customer journeys at multiple levels including customer, account, campaign, channel, business unit, product and any other classification. ŠŠ Investment, performance and outcome data unified across all touchpoints including digital advertising, events and sponsorships, marketing automation, web, mobile and CRM to enable insight, optimization, activation and reporting. Lead-to-account matching for account-based marketing using rules-based calculated dimensions, rules-based groups and fuzzy matching to connect hierarchies in the data such as accounts and leads (or contacts) or other levels of segmentation such as products and business units or campaigns and media buys. B2C customer or audience analytics, reporting and segmentation by system and user-defined criteria (demographics, behavior, region, business unit). Data available for activation via Datorama Activations for automated/semi-automated actions and Datorama’s Query API for data export. • SaaS, cloud or on-premise hosting available. SaaS hosting via Amazon Web Services (AWS) or Microsoft Azure. Data management • Data accessible via API in real time. • Maintains a persistent, unique ID for each customer. • Identity resolution by common keys or email address through rule-based or matching functionality. Supports identity resolution platforms such as LiveRamp to apply keys to each customer. • Manages both structured and unstructured data. • Manages both online and offline data. Normalizes online data with standard marketing and customer entity taxonomy. Normalizes offline data from weather services, consumer price index (CPI), zip- code level, POS, print, radio and television. • Software development kit (SDK) available. Datorama 43 W. 23rd St., 8th Floor New York, NY 10010 (T) 646-448-8248 https://datorama.com Key customers IBM L’Oreal PepsiCo Pernod Ricard Ticketmaster Unilever Key executives Ran Sarig, Co-founder and CEO Katrin Ribant, Co-founder and Chief Strategy Officer Efi Cohen, Co-founder and CTO Leah Pope, CMO Publisher’s Note: At publication, Salesforce announced an agreement to acquire Datorama.
  • 30. © 2018 Third Door Media, Inc. • http://martechtoday.com 27 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Data security • GDPR and HIPAA compliant. • EU-US Privacy Shield certified. • ISO/IEC 27001, SOC 1, SOC 2/SSAE 16/ISAE 3402 and SOC 2 Type 2 certified. Analytics • Audience segmentation by any user-defined classification, including consumer interests or business buyers by product, business unit, geography, net promoter score (NPS) score or customer lifetime value (CLV). • Out-of-the-box and custom predictive models and integrated statistical modeling via Datorama Genius, which provides statistically relevant attributes that are responsible for positive and negative KPI performances. • Provides analysis and reporting across all advertising, marketing, web, mobile, CRM and e-commerce data at the investment, performance and outcome levels. Data can be exported for activation using the Action Center and Query API. Orchestration • Datorama Genius leverages predictive modeling to identify campaigns, content or offers most relevant to visitors or audiences. • Provides real-time content optimization via action triggers to execution systems. Third-party systems integration • More than 100 API connectors, including for Facebook, AdWords, YouTube, Adobe Analytics, Google Analytics 360, LinkedIn, The TradeDesk, AppNexus and Salesforce. Connectors for technical platforms like Hadoop, Microsoft SQL, Amazon Redshift, Amazon Athena, SAP Hana and more. • Connects to 2,000-plus systems via TotalConnect, a machine-learning based technology for connecting, cleansing and unifying data from system reporting outputs. • Connects to any non-classical marketing data sources such as point of sale, weather data, economic data and reviews data via LiteConnect, a machine-learning based technology for creating non-marketing data models unique to the source on the fly. Pricing and support • Pricing based on the volume of data stored. Does not disclose average annual customer spend. • Annual contract required. • No free trials. • Onboarding typically takes 4-8 weeks using a milestone-based onboarding process that combines implementation and training on every aspect of the platform. • 24x7 phone, email and online resources and community support included. • Add-on professional services available for implementation and new services; managed services available for ongoing engagements and client team extensions. Datorama 43 W. 23rd St., 8th Floor New York, NY 10010 (T) 646-448-8248 https://datorama.com
  • 31. © 2018 Third Door Media, Inc. • http://martechtoday.com 28 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Target customer • Enterprise B2C brands across all verticals, including finance, healthcare, media, pharmaceuticals, retail, technology and travel. Company overview • Founded in 2009. • 80 employees. • $108M raised in three funding rounds since September 2012. • European headquarters in London, additional European office in Cardiff, Wales. Product overview • Primary use cases focus on: Collecting omnichannel, first-party data from offsite media exposure, on-site behavior and offline sources. Optimizing media by increasing return on ad spend. Frequency cap based on impression counts to remove disinterested users from the targeting pool. Date used to build audience segments for suppression or targeting with DSPs. Improving website performance in real time by firing heavy analytics tags and logic server side instead of in the user’s browser. Leveraging server-side tagging to collect required client side data on AMP pages, IoT devices, kiosks and non-JavaScript environments. • SaaS and cloud hosting available. Data management • Data accessible with the Pulse Streaming for consumption by database tools such as Kinesis Firehose into RedShift. • Identify resolution with Ensighten One, which deterministically stitches users based on specified data points and behaviors, such as authentication on multiple devices. • Persistent unique user ID can be Ensighten’s unique user ID (UUID) or the client’s UID. • Manages both structured and unstructured data. • Manages both online and offline data. • Mobile software development kit (SDK) available. • Website visitor interactions tracked via JavaScript tag configuration, cookie values or data layer elements. Data security • GDPR compliant. • Runs on Amazon Web Services (AWS) and aligns with all data certifications including ISO 27001, PCI-DSS, SOC and HIPPA (where applicable). • Offers advanced manual and automated website and domain privacy audits to review tags for privacy and security compliance, piggybacking of unauthorized tags, data vulnerabilities and opt-out availability. • Uses Kibana (open source analytics and visualization platform) to index all data and enable clients to view and query the last 7 days’ worth of data down to individual server calls for a given user (cookie ID). Ensighten 226 Airport Parkway, Suite 390 San Jose, CA 95110 (T) 650-249-4712 www.ensighten.com Key customers CDW Hearst Corp. Microsoft State Farm The Home Depot United Airlines Key executives Marty Greenlow, CEO Ian Woolley, Chief Revenue Officer Tim Benhart, COO Jason Patel, CTO
  • 32. © 2018 Third Door Media, Inc. • http://martechtoday.com 29 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Analytics • Segment flags can be written into the data based on client need. Subsequent JavaScript deployments can be set up to fire off API calls to external systems. Orchestration • Enables users to deploy, update and manage marketing tags and data through one intuitive, point-and-click interface. 1,100-plus vendor tag templates available. Third-party systems integration • Out-of-the-box integration with 775 martech vendors. • APIs available for custom integrations. • Through server side tag capability, collects data on the client side and conditionally fires server side components to syndicate data to the APIs. Pricing and support • Pricing based on the number of page or API calls, as well as profiles stored. • Does not disclose average annual customer spend. • Proofs-of-Concept available (not a free trial). • Annual contract required. • Onboarding time and process dependent on the complexity of implementation. • All customers are given a dedicated Customer Success Manager and have access to the internal services team, which offers strategic as well as technical consultancy. Ensighten 226 Airport Parkway, Suite 390 San Jose, CA 95110 (T) 650-249-4712 www.ensighten.com
  • 33. © 2018 Third Door Media, Inc. • http://martechtoday.com 30 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Evergage 212 Elm St., Suite 402 Somerville, MA 02144 (T) 888-310-0589 www.evergage.com Key customers Citrix Lenovo Publishers Clearing House Rue La La Walmart Mexico Zumiez Key executives Karl Wirth, Co-founder & CEO Greg Hinkle, Co-founder & CTO Andy Zimmerman, Chief Marketing Officer Jonathan Ranger, Chief Customer Officer Target customer • B2B and B2C mid-to-large enterprises in the retail, technology, financial services, travel & hospitality, and media & entertainment markets. Company overview • Founded in 2010. • 100 employees. • $31.5M in funding, including a $10M Series C in August 2017. • Acquired MyBuys, a cross-channel personalization tool, in January 2018. • Opened European offices in Stuttgart and Berlin, Germany in February 2018. • Additional US office in Ann Arbor, MI. Product overview • Combines core CDP functionality with real-time personalization across channels. • Primary use cases focus on natively tracking visitors at both the individual and account levels. Serves as system of record for customer data. Natively tracks each individual’s or account’s engagement with digital properties. Segments B2C customer data to feed DSPs and other ad networks. • SaaS delivery model. Data management • Stored data accessible via API. • Maintains unique, persistent ID for all individuals. Stores multiple identifiers for each individual, including email address and device IDs, to combine activity/history across sessions. • Manages structured and unstructured data using schema-free storage. • Supports both online and offline data. • Software development kit (SDK) for collecting visitor, user and account-level data available for both iOS and Android apps. • Website visitor, user and account-level data collected via JavaScript tag. Visitors are recognized by cookies, login credentials, form completions, IP lookup and/or referring campaign parameters. • Integrates directly with digital ad networks from both the client and server sides. Data security • GDPR compliant. EU-US Privacy Shield Frameworks certified. • Platform hosted by Amazon Web Services (AWS), which is accredited under the following standards: ISO 27017:2015 and ISO 27018:2014, ISO 9001, ISO 27001, PCI Level 1 and Sarbanes-Oxley (SOX).
  • 34. © 2018 Third Door Media, Inc. • http://martechtoday.com 31 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Analytics • Real-time segmentation to build and deploy unlimited broad and/or narrow audiences. Segments can be used for analysis, rules-based and algorithmic personalization, or passed to third- party martech systems. • Machine-based predictive features include affinity modeling (for understanding visitor/account interests and intent), automatic monitoring of analytics data, and delivering 1-to-1 product and content recommendations. Marketer-friendly, “white box” approach allows users to create machine-learning strategies (aka “recipes”) by combining algorithms, filters, boosters and variations. • Reporting on personalization campaign results, segmentation (segment size and trends) and integration (volume of data imported vs. exported, data quality, trends/changes in list sizes). Analytics Guardian tool provides a dashboard and sends automated email and in-app alerts when opportunities or problems with campaigns, traffic patterns, data quality or integrations are identified by the system. Orchestration • Native content marketing features determine what content should be presented based on known or predictive individual or account behavior. • Delivers content in real time across the web, web and mobile apps, on- site search and email. Experiences can be configured using rules-based campaigns, triggered messages and/or predictive models. • Multi-step campaigns enabled, but require users to create multiple experiences within a campaign. • User-defined workflows supported to trigger actions or pass data to external systems via Webhooks. Third-party systems integration • Native integration with CRMs (Salesforce Sales Cloud, SugarCRM, Oracle NetSuite), analytics tools (Google Analytics, IBM CoreMetrics, Adobe Analytics), ESPs (Cheetah Mail, Yesmail, Zeta, Oracle Responsys), marketing automation systems (Oracle Eloqua, Marketo, Salesforce Marketing Cloud, HubSpot, Act-On, Selligent, SilverPop), ad networks (AdWords, LinkedIn, Facebook) and tag managers (IBM, Tealium, Segment, Google Tag Manager, Ensighten, Signal). • Integrates with virtually any data source (DMPs, offline sources, call centers) using APIs and Webhooks. • Out-of-the box integration with virtually all CMSs, e-commerce platforms, and Web and SaaS apps via JavaScript tag, and with Android or iOS apps via SDK. Pricing and support • Pricing based on the number of customers in the database. Evergage does not disclose average annual customer spend. • Proofs-of-Concept available (not a free trial). • Annual contracts required. • Onboarding typically takes 2-4 weeks, contingent on client readiness. • Dedicated Customer Success Managers. • Included phone, email and online ticket-based support during extended business hours (8am-6pm) in numerous time zones. Extensive online knowledgebase available 24x7. • Implementation, training and strategic reviews included. • Add-on managed services available for ongoing campaign management and creative services. Evergage 212 Elm St., Suite 402 Somerville, MA 02144 (T) 888-310-0589 www.evergage.com
  • 35. © 2018 Third Door Media, Inc. • http://martechtoday.com 32 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Lattice Engines 1820 Gateway Drive, Suite 200 San Mateo, CA 94404 (T) 877-460-0010 www.lattice-engines.com Key customers Amazon Bank of America Dropbox Honeywell mongoDB Thomson Reuters Key executives Shashi Upadhyay, CEO & Co-founder Michael McCarroll, President Kent McCormick, VP Innovation & Co-founder Chitrang Shah, VP, Product Target customer • B2B enterprise and high-growth mid-market companies in a range of verticals. Company overview • Founded in 2006. • 130 employees. • $65M in total funding. • Additional offices in Austin, New York, Boston and Seattle. Product overview • Primary use cases for Lattice Atlas platform focus on first-party data ingestion, third- party data enrichment and scoring, identity resolution, AI-based model creation and audience activation. • First-party data ingestion includes accounts, contacts, transactions, website and activity and product bundles and hierarchy. Third-party enrichment data includes growth trends, firmographics, online presence, website keywords and profile, behind the firewall tech and intent. Self-service AI-based models include account-level, inbound lead scoring, cross- sell/upsell, rules-based account and PMML model imports. SaaS hosting available. Data management • Stored data accessible via API. Patent-pending AI-based identity resolution algorithm enables customers to organize and map customer data to account hierarchies, accounts, buying centers and individuals within buying centers. Persistent ID for each account and contact. Only stores structured data. • Partners with website traffic de-anonymization solution providers (i.e., Kickfire, DnB Visitor ID) to capture first-party behavior data at the company and buying-center levels. • Customers can provide multiple IDs for the same record, enabling customers to store the multiple cookies, device IDs and system IDs for a given contact. Records can be retrieved using any of these IDs. • Leverages partners (i.e., Oracle Data Cloud, DnB Visitor ID, Bombora) to match first- party cookies with third-party cookies for display and social advertising. • REST APIs to push audiences into any external system. • Manages both online and offline data. Proprietary identity resolution technology that uses website, company location or DUNS to match customer records to Lattice accounts and appends standardized postal address information. Takes into account misspellings, common variations, etc. Data security • GDPR and EU Privacy Shield compliant. • ISO2001 certified.
  • 36. © 2018 Third Door Media, Inc. • http://martechtoday.com 33 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Analytics • Defines customer segments based on all first- and third-party data. • Identifies audiences for specific buying stages (e.g., “high-fit customers for analytics product in top of funnel” or “high-fit customers for e-signature products in mid-funnel”). • Self-service artificial intelligence (AI) model creation. • Ability to create different types of AI models depending on the business use-cases, e.g., top of funnel conversion, MQL identification, cross- sell, upsell, retention/churn, etc. • Models can predict propensity to convert as well as expected spend and expected customer lifetime value (LTV). Orchestration • Customers create segments in Lattice to ensure that they are presented with relevant content in multi-step campaigns. Third-party systems integration • Provides pre-build connectors to marketing automation platforms (Marketo, Eloqua), CRMs (Salesforce, Microsoft Dynamics 365), web analytics systems and APIs, as well as the ability to import data via CSV flat files for first-party customer data ingestion, organization and mapping. • Pre-built apps and APIs for marketing automation platforms, CRMs, ad platforms and web personalization systems to publish and activate Lattice- defined segments or audiences. Pricing and support • Pricing based on number of accounts imported and processed. CRM module priced separately on a per-user/month basis. Average annual customer spend ranges from $70K to $150K. • Annual contract required. • Onboarding time and process ranges from several hours to several weeks. • Lattice provides a QuickStart service to help customers identify the best initial use-case. • Customer support options? Lattice Engines 1820 Gateway Drive, Suite 200 San Mateo, CA 94404 (T) 877-460-0010 www.lattice-engines.com
  • 37. © 2018 Third Door Media, Inc. • http://martechtoday.com 34 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Lytics Portland, OR (T) (503) 479-5880 www.lytics.com Key customers AEG Presents Enterprise Holdings General Mills Heineken Nestlé Purina The Economist Key executives James McDermott, CEO Aaron Raddon, CTO Scott Campbell, CRO Darren Guarnaccia, CMO Target customer • Primarily enterprise B2C brands in media & entertainment, consumer packaged goods (CPG), and hospitality and leisure. Company overview • Founded in 2013. • 65 employees. • $23.3M total funding, including a $14M Series B round in April 2018. Product overview • Primary use cases focus on: Sharing highly-targeted audience segments to downstream channel tools. Connecting downstream channels (web, mobile, email, social, offline) to create a unified profile for each individual customer. Enriching connected data with real-time machine learning based insights and behavioral scores. Orchestrating highly-targeted audience segments and sharing these audiences with downstream marketing tools in real-time. Improving ad spend ROI by remarketing using audiences based on Lytics behavior-based attributes and content affinities. Creating highly targeted and high-performing acquisition campaigns by applying Lytics audiences to ad platform lookalike capabilities. Leveraging machine learning based behaviors to indicate when an individual should be suppressed from advertising campaigns. Increasing customer acquisition by delivering personalized web experiences for anonymous visitors. Lytics tracks visitor behaviors and topics associated with all viewed content. New web experiences can be created (modals, slide-outs, dynamic content recommendations) using built-in templates and displayed based on profile attributes like topic affinity, behavioral scores. Data management • Stores all customer data and performs identity resolution in a graph database, where all knowledge collected about an individual from multiple channels is linked together. Because of the way a graph database works, profile data is never destructively merged or overwritten. Allows flexibility for which data field to use as the persistent ID for each customer, such as email address or a unique ID or customer number. • Manages both online and offline data. • Manages structured or unstructured data. • Includes proprietary Pathfora SDK, an open source solution for website personalization. • Platform hosted on the Google Cloud Platform. Data security • GDPR complaint. • EU-US Privacy Shield certified. • Out-of-the-box consent management templates and built-in capabilities for handling ‘subject access requests,’ such as viewing and deleting profile data.
  • 38. © 2018 Third Door Media, Inc. • http://martechtoday.com 35 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Analytics • Built-in machine-learning algorithms generate behavioral scores for each customer profile. Scores are used to create predictive audiences. Scores and audience membership update in real- time based on user behavior. • Leverages Natural Language Processing (NLP), the Google Vision API, Latent Dirichlet Allocation (LDA) and Bayesian Networks to scan and identify content topics across connected channels, including web properties, email campaigns and assets in any offline content repositories. Assigns a score for each topic to every customer profile (anonymous and known) based on engagement with that topic. • Correlation models automatically generate predictive scores to show conversion probability between any two Lytics audiences. Models score the importance of each data attribute as it relates to the correlation between audiences to aid targeting efforts. Orchestration • Automatic segmentation and recommendations based on built-in behavioral and topic affinity scores. • Cross-channel customer journeys with AI-based decisioning to help deliver the best next experience at an individual level. Third-party systems integration • Over 100 built-in integrations with martech solutions. • Lytics API is a RESTful JSON API that includes calls for data collection, personalization, segmentation, content classification/recommendation and account management. Pricing and support • Pricing based on volume of known customer profiles. • Annual contract required. • Five-phase onboarding process typically takes 45-60 days depending on client availability and participation. • Standard technical support is included through online support portal. Support operates from 6am-6pm Pacific Time, Monday-Friday. Additional support packages available. • Add-on services include onboarding support, custom data science projects, customer journey planning, organizational design consulting and agency enablement. Lytics Portland, OR (T) (503) 479-5880 www.lytics.com
  • 39. © 2018 Third Door Media, Inc. • http://martechtoday.com 36 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide mParticle 257 Park Ave. South New York, NY 10010 www.mparticle.com/contact Key customers Overstock Postmates SeatGeek Ticketmaster Venmo Via Key executives Michael Katz, Co-founder & CEO Andrew Katz, Co-founder & CTO Dave Myers, Co-founder & COO Target customer • B2C brands in retail & e-commerce, travel, financial services, telecommunications, and media & entertainment. Company overview • Founded in 2013. • 105 employees. • $73M in funding, including a $35M Series C in September 2017. • Additional offices in San Francisco, Seattle, Florida and London. Product overview • Enables brands to collect, combine, control and connect customer data across mobile, web, connected devices and offline systems. Real-time processing architecture to support moment-based use cases. Use case-agnostic execution, including integrations with leading marketing clouds, cookie-based ad exchanges and identity-based media platforms. End-to-end data encryption, role-based permissions, single sign-on, two-factor authentication, live data monitoring, data filters and data governance controls. • SaaS hosting available. Data management • Data accessible via both API and query access. Additional access methods include Webhooks, data warehouse feeds, firehose API and JSON feed. • Multi-dimensional identity resolution across known, semi-known and anonymous identifiers. Advanced Identity Resolution (add on) allows users to create their own business logic for when and how activities are tracked and records matched. Persistent identifier can be applied to anonymous consumer records for use across digital and advertising channels. • Data hygiene and standardization tools available. • Multiple software development kits (SDKs) available • Structured and unstructured data managed using schema-free storage. • Website visitor, user and account-level data collected via JavaScript tag. Visitors are recognized by cookies, login credentials, form completions and/or referring campaign parameters. Tracks data such as unique visitors, page views and clicks across web properties. Data security • GDPR, VPPA, California Consumer Privacy Act, EU-US Privacy Shield Framework and Swiss-US Privacy Shield Framework compliant. • Data in transit is encrypted via Transport Layer Security (TLS); data at rest is encrypted using 256-bit AES. • Option to receive and share hashed identifiers rather than personally identifiable information (PII).
  • 40. © 2018 Third Door Media, Inc. • http://martechtoday.com 37 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide Analytics • Near real-time segmentation to build and deploy unlimited broad and/or narrow audiences. Segments can be used for analysis, rules-based and algorithmic personalization, or passed to third- party martech systems. Orchestration • AudienceSync enables users to build audience segments centrally and connect them to any number of channels including advertising, push, email, and marketing automation platforms. Segments are updated in real time across all connected channels. • Audience segments and/or event-level data delivered to partners. Third-party systems integration • 250-plus prebuilt connectors for native integration with analytics and BI tools (Google Analytics, Adobe Analytics, Looker, Amplitude, Interana, Mixpanel, Snowplow), data warehouses (Amazon Redshift, Google Big Query. Microsoft Azure), email marketing tools (Oracle Responsys, Salesforce ExactTarget, Braze, Iterable, MailChimp, Sailthru, SendGrid, Leanplum), marketing automation systems (Salesforce Marketing Cloud, AgilOne, Braze, Sailthru, Leanplum, Localytics, Tune), advertising platforms (AdWords, DoubleClick, Facebook, Snapchat, Twitter, Criteo, Appnexus), DMPs (Adobe Audience Manager, BlueKai, Krux, Lotame) and tag managers (Treasure Data). Pricing and support • Pricing based on the number of unique customer profiles and how long data is stored. AudienceSync pricing based on the number of audiences. Premium features such as Advanced Identity Resolution and Redshift ETL are à la carte add-ons. • Annual contract required. • Onboarding time depends on implementation complexity. • All customers are assigned a dedicated Customer Success Manager who provides business consulting, education, and technical guidance and issue management. • Add-on professional services packages for guidance through platform implementation and for customers needing assistance across their martech stacks. mParticle 257 Park Ave. South New York, NY 10010 www.mparticle.com/contact
  • 41. © 2018 Third Door Media, Inc. • http://martechtoday.com 38 Email: martechtoday@digitalmarketingdepot.com Vendor profiles MARTECH INTELLIGENCE REPORT: Enterprise Customer Data Platforms: A Marketer’s Guide ONEcount 194 Main Ave., Suite 2NW Norwalk, CT 06854 (T) 203-665-6211 www.ONE-count.com Key customers CFE Media Frontline Medical Communica- tions Trib Total Media Wiley & Sons Key executives Joanne Persico, President & CEO Sean Fulton, VP, Technology Peggy Morris, Finance Director Peter Cianfaglione, Marketing Director Target customer • B2B and B2C enterprise companies in the media, publishing, pharmaceuticals, household appliances, consumer packaged goods, membership associations, travel & hospitality and direct-to-consumer (DTC) industries. Company overview • Founded in 1996 as a full-service web development agency specializing in data integrations. • Transitioned to a SaaS platform providing CDP and DMP capabilities. • 15-20 employees. • Privately funded. • Additional offices in Secaucus, NJ and Elk Grove Village, IL. Product overview • Consolidates first-party, third-party and behavioral user data into a single platform to create relevant user experiences and precise campaign targeting through a user- friendly interface. • Activates specific user segments across all channels: email service providers (ESPs), ad networks/servers, event management/webinar providers, web and more. • Real-time dashboard and engagement reporting. Secure data feeds for marketing tactics across all channels in enterprise ecosystems. • Robust toolkit to meet a variety of needs to easily develop landing pages and forms, support GDPR compliance and content gating (paywalls) for lead generation or conversion optimization. • SaaS hosted on a secure, privately owned infrastructure. Data management • Data accessible via API. External systems can access data for a single customer in real time through API calls. User-friendly Data Mapper interface. • Stores a persistent ID for both unknown and identified users. Tracks behavior across all channels until a step of identity is taken (i.e., email click, form submission, log-in, event or webinar attendance). • Stores profiles consisting of behavioral, first-party and third-party data (third-party data via built-in LiveRamp integration). • Appends user data from all data sources. Bi-directional sync to update user records with any database via API or sFTP/ FTP data feeds. • Three-year user behavioral history retroactively appended. • Manages both structured and unstructured data. • Manages both online and offline data. • Mobile software development kit (SDK) available. • Website interactions tracked via cookie, JavaScript tag or digital fingerprint. • Integrates with DoubleClick for Publisher, DoubleClick Premium, DoubleClick for Small Business (Google Marketing Platform) and Revive/OpenX to provide real-time ad targeting and reporting. Data security • GDPR, HIPAA compliant. • SOC type II certified.