Customer data platforms explained: How CDPs unify data and deliver real-time impact.
09-16-2025
Summary: Customer data platforms (CDPs) solve a major challenge in modern marketing — fragmented customer data spread across disconnected tools. They unify data from every touchpoint — web, mobile, CRM, call centers — into real-time profiles that enable personalized, privacy-compliant experiences at scale. Unlike older martech systems, CDPs are built for agility, data governance, and enterprise-grade integration. In a digital-first world, data is the experience. Every customer expectation — from relevance to speed — is powered by how well you capture, connect, and act on data.
A customer data platform (CDP) centralizes customer data for marketing and personalization across channels. In this guide, we’ll explain what a CDP is, how it works, and why it’s important.
This post will cover:
- What a CDP is
- What a customer data platform is used for
- What a customer profile is
- Common CDP use cases
- CDP vs. CRM vs. DMP
- Benefits of a customer data platform
- How a CDP works
- What data a CDP needs
- If a CDP is right for your organization
- If a CDP can handle the complexity of any business
- Adobe Real-Time CDP: Business impact across people, process, and technology
- CPD success story: Real-time personalization at TSB Bank
- Getting started with a CDP
- Customer data platform FAQs
What is a CDP?
A CDP helps businesses manage customer data from different systems and sources.
Let’s say your company has a great marketing strategy. Most likely, you have analytics tags on your company website, so you’re collecting behavioral data about how your consumers engage with the site.
Maybe you’re running advertising campaigns, so you’re bringing in data about who’s been exposed to those campaigns and how they’ve responded.
You might have an email system that’s sending out newsletters and special offers and you want to understand the customer engagement with those emails.
That’s a lot of data to worry about, but a unifying tool like a CDP makes it easier.
What is a customer data platform used for?
Customer preferences are constantly evolving — making personalization a daunting task unless you have a system to sift through massive amounts of cross-channel data and map it back to customer profiles. This scalability is a crucial aspect of CDPs.
In marketing, organizations use CDPs to deliver personalized campaigns and consistent cross-channel experiences — a practice often referred to as CDP marketing. By creating unified profiles, businesses can engage customers with relevant messages at the right time and through the right channel — whether that's email, web, mobile app, or in-store.
What makes a CDP unique is its ability to gather data from every corner of your organization and make it available for activation across all touchpoints. Unlike a data management platform (DMP), such as Adobe Audience Manager, a CDP works with known customer data. It collects and stores personally identifiable information (PII) like email addresses, street addresses, and phone numbers — enabling more accurate and effective customer engagement.
What is a customer profile?
A customer profile is a centralized collection of all the data points you have about an individual customer — from demographic details to behavioral signals, transaction history, and preferences. The more complete a customer profile, the better the customer experience you can deliver.
But it’s not enough to have all the data in one place. To be effective, each profile must be continually updated in real time —reflecting the latest interactions across channels. This is one of the most important CDP capabilities — and a key reason why many enterprises turn to a real-time CDP like Adobe’s.
For example, if a customer browses a product on your website and then calls your service team, a real-time customer profile can immediately show that interaction. This allows the representative to deliver more relevant support — and it ensures marketing, sales, and service teams are all working from the same, up-to-date information.
Within a customer data platform, these profiles are the engine behind personalization, segmentation, journey analysis, and more.
Common CDP use cases.
Here are some of the most common ways organizations apply CDPs to drive better marketing outcomes:
- Personalization and targeted marketing campaigns: CDPs enable businesses to build rich, unified customer profiles that fuel highly personalized experiences. For example, a retailer can use a CDP to dynamically recommend products based on recent browsing behavior, purchase history, and location. This level of granularity improves click-through rates, conversion, and lifetime value — and is a core benefit of a customer data platform.
- Omnichannel customer experience: Customers move between channels fluidly, and they expect their experience to follow them. A CDP ensures that messaging is consistent across email, mobile apps, websites, and even physical storefronts. By centralizing data, teams can coordinate efforts and deliver cohesive experiences that feel seamless to the customer.
- Customer journey analytics: With a CDP, marketers and analysts gain a comprehensive view of how customers move through their journey — from first touch to conversion and beyond. This helps identify drop-off points, assess campaign effectiveness, and uncover behavioral trends that drive smarter strategy.
- B2B account-based marketing: In business-to-business settings, a B2B CDP helps unify data at the account level — connecting multiple stakeholders and interactions to a single organization. This allows marketing and sales teams to orchestrate personalized, account-specific campaigns and prioritize high-value opportunities based on real-time engagement signals.
These CDP use cases demonstrate the flexibility and power of a customer data platform — not only in supporting personalization at scale but also in aligning marketing, sales, and service around a single, reliable view of the customer.
CDP vs. CRM vs. DMP
Source: CDP vs. CRM vs. DMP — differences, similarities, and how to choose.
What’s the difference between a CDP and a CRM?
Customer data platforms and customer relationship management (CRM) systems both gather customer data for analysis, but they are more different than they are alike.
The primary difference lies in the type of data that they gather. CRMs organize, manage, and record customer-facing interactions with an organization’s business team. CDPs, on the other hand, collect data on customer behavior as they interact with the product or service.
They may have some overlap in functionality and data gathered, which is why it’s important for companies to analyze the benefits of their current business tools before making a switch.
Both types of products benefit marketers and build a complete profile of an individual customer to better target future marketing and outreach efforts. However, a CDP can also provide system engineers with information about conversion funnel bottlenecks on a website or app, and which features customers prefer to use.
This technology takes fragmented customer data — which can include information from a CRM — and builds it into a more complete profile than individual customer segment software alone.
How does a CDP differ from a DMP?
While customer data platforms (CDPs) and data management platforms (DMPs) both collect and organize customer data, they differ fundamentally in the type of data they handle and how that data is used.
CDPs primarily work with first-party data — information collected directly from your owned channels such as websites, mobile apps, CRM systems, and email interactions. Some enterprise CDPs may also incorporate second-party data (shared directly from a trusted partner). This data often includes personally identifiable information (PII), allowing for identity resolution and the creation of unified customer profiles.
In contrast, DMPs rely mostly on third-party data — often anonymized and aggregated from external websites or platforms. This data is pseudonymous — meaning it can’t be linked to known individuals and is generally used for broad audience targeting in programmatic advertising.
Some CDP vendors allow businesses to enrich first-party data with carefully sourced third-party data — including from DMPs — to build a more complete behavioral picture. However, this practice is becoming less common due to evolving privacy regulations and the phasing out of third-party cookies.
Unlike DMPs, which are often limited to short-term campaign use, CDPs store data over time and enable activation across owned and paid channels. This makes them critical for long-term customer engagement, personalization, and privacy-compliant marketing strategies.
If your organization wants to future-proof its data strategy, investing in a customer data platform that prioritizes first-party data control and consent management is increasingly essential.
Benefits of a customer data platform.
1. Unified data format and single customer view.
A CDP aggregates data across every touchpoint in the customer journey — web, mobile, CRM, offline, and more — into a unified format.
Instead of manually stitching together information from disconnected tools, decision-makers can access a complete customer profile in one place. This improves efficiency and accuracy while unlocking more strategic segmentation and messaging.
This single source of truth is a foundational CDP capability that helps marketing, sales, and service teams align around the same data.
2. Real-time customer profiles that update automatically.
A modern real-time CDP updates customer profiles the moment new data becomes available — for example, after a product view, email click, or in-store interaction.
These updates happen automatically, without manual syncing or batch processing delays. When scaled across thousands of customers, this real-time responsiveness gives your teams the insights they need to act fast and stay relevant.
Adobe Real-Time CDP also supports hybrid personalization models — combining real-time web or app signals with data federated from enterprise warehouses. This means you can use sensitive data — like account status or credit score — without ingesting it and enrich it with in-session behaviors — like a site visit or form submission — to deliver low-latency, personalized experiences.
3. Turn customer behavior into actionable insights.
A CDP connects behavioral signals — like abandoned carts, product preferences, or content engagement — directly to customer profiles.
This gives marketers the power to segment audiences, run targeted campaigns, and surface next-best actions based on real-time behavior.
Whether it's sending a re-engagement email or suppressing ads to recent buyers, these insights improve efficiency and boost ROI.
4. Enterprise-grade privacy and governance capabilities.
CDPs consolidate data into a centralized storage layer, making it easier to apply privacy settings, manage consent, and meet compliance requirements across global regulations like General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA).
For enterprises, this simplifies audits, reduces legal risks, and gives IT and legal teams greater visibility into how data is being used.
It also improves data hygiene, backup, and governance practices — key for businesses that rely on customer data at scale.
These capabilities don’t just benefit marketing teams. CDPs also help IT and legal teams maintain control, visibility, and compliance over data usage — reducing approval delays and minimizing risk.
Maximize the value of first-party data.
CDPs are built to prioritize first-party data — the most accurate and privacy-compliant data your business owns.
Because the data comes directly from your customers’ interactions — rather than third parties — it’s more reliable and under your full control.
Unlike ad-hoc tools that depend on external tracking, a customer data platform gives you ownership of data collection, storage, and usage — setting the foundation for long-term marketing agility.
How a CDP works.
Customer data platforms (CDPs) are designed to ingest, unify, and activate customer data across multiple systems. While some CDPs operate in scheduled batches, more advanced solutions — like Adobe Real-Time CDP — process and activate data in real time.
Data collection.
The foundation of a CDP is its ability to collect customer data from all relevant sources — including websites, mobile apps, CRM systems, email platforms, and third-party tools. Adobe Real-Time CDP does this through pre-built integrations, APIs, SDKs, and event-based trackers. It also resolves identities across touchpoints to build unified customer profiles.
Modern CDPs like Adobe’s go a step further by supporting federated data access — allowing marketers to create and activate audiences directly from enterprise data warehouses — for example, Snowflake or Databricks — without ingesting the data. This zero-data-copy approach is enabled through Federated Audience Composition (FAC) — an Adobe innovation that reduces data duplication, improves governance, and accelerates campaign readiness.
For example, AT&T launched its first use case in just 43 days using a fully federated workflow. Adobe’s composable CDP licensing model supports this type of warehouse-native activation — with flexibility to expand into hybrid data strategies as enterprise needs evolve.
Data activation — putting the data to work.
Collecting data is only half the equation. A CDP also needs to organize and activate that data to create value.
Once unified — whether through ingestion or federation — customer profiles can be activated across marketing, advertising, customer service, and analytics platforms. This enables teams to:
- Trigger personalized emails
- Suppress irrelevant ads
- Adjust website experiences
- Prioritize sales outreach
— all powered by a shared, real-time understanding of the customer.
Adobe Real-Time CDP enables both B2C and B2B organizations to activate data across any channel — email, web, mobile, ad platforms, and more — through built-in connectors and seamless integrations.
This is what makes a customer data platform so powerful. It not only unifies data but empowers teams to act on that data in real time, with the scale and governance required by today’s enterprises.
Real-time activation doesn’t just enable faster campaign execution — it strengthens customer relationships. In fact, 47% of marketing and customer experience leaders credit their CDP with helping them build more direct relationships with customers. 40% report increased customer loyalty — according to Adobe research showing CDPs improve relationships and loyalty. This reinforces the core value of activating unified profiles across touchpoints — more relevant experiences, stronger engagement, and long-term customer growth.
What data does a CDP need?
A customer data platform primarily relies on first-party data — information gathered directly from customer interactions across owned channels like your company’s website, CRM, mobile apps, and social media platforms. This data is highly accurate, privacy-compliant, and owned by your organization.
Some CDPs also support second-party data — shared from trusted partners — and limited use of third-party data, typically sourced from external websites or social platforms. While third-party data can help expand audience reach, it comes with notable risks — including data breaches, lack of transparency, and growing regulatory restrictions. As third-party cookies are phased out, many organizations are shifting to privacy-first, first-party data strategies supported by enterprise-grade CDPs.
Not all CDPs offer the same level of data governance or compliance support, which is increasingly critical. Enterprise CDPs, like Adobe Real-Time CDP, include built-in capabilities to support global privacy regulations such as:
- Payment Card Industry Data Security Standards (PCI DSS)
- Apple’s Mail Privacy Protection (MPP)
- California Consumer Privacy Act (CCPA)
These protections help marketing teams streamline compliance and reduce legal risk when activating customer data.
The four main types of data used in a CDP:
To deliver unified customer profiles and support compliance, most CDPs organize data into four core categories:
- Identity data. This refers to personal details about an individual, such as their name, address, bank account number, health records, and other sensitive information typically concealed from public platforms.
- Descriptive data. This type of data describes, illustrates, or summarizes the basic features of individual datasets to create summarized profiles.
- Quantitative and behavioral data. This data provides insights into a customer's interactions with your business. It is collected through marketing systems, call centers, and various third-party databases.
- Qualitative data. This includes personal information that cannot be quantified or easily expressed using numbers. It is typically collected from sources such as audio, text, imagery, or cloud systems.
A CDP's ability to ingest, manage, and protect these diverse data types is essential for delivering personalized experiences at scale — and for meeting modern CDP requirements in security, transparency, and operational agility.
Ingestion vs. federation: Choosing the right approach for your data.
Not every business wants to move large volumes of data into a CDP — and not every use case requires it.
Adobe Real-Time CDP supports both data ingestion and data federation, giving enterprises flexibility across the full composability spectrum. Some teams ingest operational data — such as web behaviors or transactional events — for real-time decisioning. Others choose to federate sensitive or infrequently accessed attributes — like credit scores, product eligibility, or business account structures — directly from their data warehouse without copying it into the platform.
Federation is ideal for warehouse-centric teams who want to activate marketing use cases without duplicating data. In contrast, ingestion supports high-speed use cases where low-latency decisioning is essential — such as on-site personalization or next-best action.
Most enterprises adopt a hybrid model — ingesting data that powers low-latency use cases, and federating data that is sensitive, slow-moving, or already well-managed in the warehouse. This dual approach improves agility, strengthens governance, and allows teams to activate campaigns faster — all within a single CDP architecture.
Is a CDP right for my organization?
Not every organization needs a customer data platform — especially if your data volumes are small or your existing tools can manage basic segmentation. But for companies with growing complexity or omnichannel needs, a CDP can be a critical enabler of scale, personalization, and governance. If you're unsure whether your business meets the CDP requirements, ask yourself these questions:
- Is your customer data scattered across disconnected tools and teams?
- Do your marketing, sales, and IT departments lack visibility into customer behavior outside their own systems?
- Are your marketing technologies evolving faster than your ability to integrate them?
- Do you have large volumes of first-party data but lack the means to activate it across channels?
If you answered “yes” to any of the above, your organization is likely ready for a customer data platform.
At this stage, it's important to start identifying your specific CDP use cases — whether that’s building unified customer profiles, enabling real-time personalization, or improving cross-channel campaign efficiency. These will guide you as you begin evaluating CDP vendors and features.
Can a CDP handle the complexity of any business?
Not all CDP vendors are created equal. While many offer similar features on the surface, their ability to handle enterprise-scale data, integrations, and governance can vary widely.
Some CDP solutions are still in early-stage development or are geared toward small to mid-sized businesses. They may lack the infrastructure, support, or scalability to keep pace with your growth. That’s why it’s important to choose an enterprise CDP that can support your organization today — and where you’re headed tomorrow.
As you evaluate platforms, consider these key questions:
- Can the platform scale to match the complexity and data volumes of your business?
- Does it support your current tech stack through robust, pre-built CDP integrations?
- Has it been proven in similar industries or use cases?
Adobe Real-Time CDP, for example, offers deep integration with Adobe Experience Cloud as well as open APIs and partner connectors — accelerating implementation and reducing reliance on IT teams.
It also supports a composable licensing model tailored to warehouse-centric organizations. If your data strategy prioritizes keeping customer data in your enterprise data warehouse, Adobe offers a composable audience package that enables real-time activation from federated data — with minimal duplication and flexible pricing. This approach helps businesses modernize their architecture on their own terms, without unnecessary trade-offs.
But implementation is only part of the picture — what matters most is how well each function of the CDP works together across the business.
A modern CDP isn’t just a bundle of features. It’s an interconnected system where data unification, real-time profiling, activation, personalization, and governance work together seamlessly. For today’s enterprises, these functions must refresh continuously, scale across teams, and stay compliant. That’s why leading platforms like Adobe Real-Time CDP are designed with composable architecture and pre-built integrations — so businesses can adapt quickly and drive value from day one.
1. Start with your use cases.
Before comparing platforms, get clear on what you need the CDP to do. Start by identifying your CDP use cases, such as:
- Unifying data from multiple channels into a single customer profile
- Delivering real-time personalization across web, email, and mobile
- Powering advanced segmentation or journey analytics
- Enabling B2B account-based marketing or privacy-first targeting
The clearer your goals, the easier it will be to assess whether a CDP aligns with your CDP requirements.
2. What to look for in a CDP.
When choosing a solution, evaluate CDPs based on the capabilities and characteristics most relevant to your business. Here’s what to prioritize:
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Real-time or batch data processing. If your use cases require immediate updates — such as personalizing web content on the fly — you’ll need a real-time CDP.
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Composable or packaged architecture. Decide if you want a fully integrated platform or a composable CDP that connects with your existing tools.
- A composable CDP allows you to plug in best-of-breed components (e.g. your own data warehouse, BI tools, activation layer).
- A packaged CDP offers an all-in-one solution — ideal for businesses that want speed-to-value with less technical overhead.
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Integration ecosystem. Look for platforms that offer robust out-of-the-box integrations. Adobe CDP integration includes native support for advertising platforms, email tools, CRMs, and analytics systems.
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Ease of implementation. Consider how quickly you can deploy the CDP and enable internal teams. A user-friendly UI and strong onboarding support will reduce time to value.
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Cost and pricing structure. Compare total cost of ownership across vendors. Factor in licensing, implementation, support, and any hidden data egress fees.
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Security, privacy, and compliance. Especially at the enterprise level, your CDP should support governance needs like consent management, role-based access, and compliance with global regulations (for example, GDPR, CCPA, PCI DSS).
3. Test before you commit.
Once you’ve narrowed your list of CDP vendors, request demos and — if possible — test-drive the platform with real or sample data.
Use this time to:
- Validate integration ease
- Test your top use cases
- Assess performance at scale
- Get feedback from internal users (marketing, IT, analytics)
A strong vendor will not only meet your current needs but also act as a strategic partner as your business grows and evolves.
Need help deciding? Read our full guide on how to choose the best customer data platform for your team. It covers evaluation criteria, platform types, and what to ask vendors — all designed to help you make a confident, informed decision. Or, book a demo.
Adobe Real-Time CDP: Business impact across people, process, and technology.
When selecting a customer data platform, it’s not just about features — it’s about real outcomes. Adobe Real-Time CDP helps enterprise teams deliver measurable business results by unifying data, improving operational efficiency, and enabling more relevant customer engagement at scale.
Here’s how businesses are seeing impact across people, process, and technology:
Efficiency and scale
- Reduced campaign qualification time from 7 days to 24 hours
- 10x faster delivery of personalized experiences
- Marketing operations time cut from days to under 1 hour
- First-day deployment loaded 60 million customer records and 1.7 billion events
- Real-time activation across more than 2,000 locations — mobile and in-store
- Reduced data refresh cycle from 72 hours to 14 seconds
- Over 100 million customer profiles centralized in Adobe Real-Time CDP
Insights and engagement
- 62% increase in personalized campaigns
- Improved targeting by 60%–70%
- 46% increase in conversion
- 400% boost in application volume
- 22% increase in clicks-to-open and 16% lift in click-through rates
- 300% increase in website engagement
- 3x higher conversion rate for optimized journeys
Revenue and productivity
- Generated over $0.5 million revenue in just two months
- Enabled over 20 team members around new personalization strategies
- 80% of marketers using a centralized hub for campaign execution
- Increased marketing productivity by 50% year over year
- Implemented 71 data usage labels (DULE) across 13 schemas
- Significant reduction in customer opt-outs
These results show the kind of scale, responsiveness, and governance that Adobe Real-Time CDP is built to support — from faster campaign cycles to more accurate data, and stronger engagement across every channel.
CDP success story: Real-time personalization at TSB Bank.
As the director of Analysis and Design at TSB Bank, Mike Gamble is passionate about customer feedback. Every review, every customer touchpoint — Gamble and his team pay close attention. That commitment extends to the technologies they choose to support a rapidly digitizing customer base.
With more individuals and small businesses banking online and across devices, TSB needed a way to unify fragmented customer data and deliver consistent, personalized experiences — whether customers visited a branch or logged in from a mobile app. “We needed a complete picture of every person who banks with us,” Gamble says. “From their history, to their needs, to how they move through the customer journey — and that meant centralizing our data on a single platform.”
Previously, TSB had taken a linear, segmented approach to personalization. Teams worked in silos — collecting data, grouping customers into broad segments, and sending out batch marketing messages. This approach simply couldn’t keep pace with customers who moved fluidly between devices and channels.
Adobe Real-Time CDP unified data across the journey.
TSB implemented Adobe Real-Time CDP to bring together customer data across both online and offline interactions. Where it once took the bank over two weeks to gather, process, and apply insights, the CDP enabled real-time profile updates and immediate activation across marketing channels.
This shift had a profound business impact:
- TSB saw a 400% increase in loan applications within one year of going live.
- Teams could trigger moment-based communications — responding to customer actions as they happened.
- Consistency improved across every channel — from digital platforms to in-branch conversations.
Adobe Real-Time CDP gave TSB an enterprise-grade platform capable of:
- Handling high data volumes across web, mobile, and in-person channels
- Delivering real-time personalization at scale
- Informing next-best actions based on every customer interaction
“The rich insights we get from Adobe Real-Time CDP inform our personalization strategy to enrich customers’ experiences,” Gamble shares. “Most importantly, we can deliver that richness consistently online and offline because our decisions are based on every interaction in that customer’s past.”
Getting started with a CDP.
Adobe Real-Time CDP brings together known and unknown data from individuals and companies into robust, real-time customer and account profiles. These profiles are continuously refreshed — allowing your teams to deliver personalized, relevant experiences at scale, across any channel.
Whether you're in B2C or B2B, Adobe’s enterprise-grade CDP supports complex customer journeys with:
- Real-time data ingestion and identity resolution
- Cross-channel activation — web, email, mobile, ads
- Built-in governance, privacy, and integration with Adobe Experience Cloud
Watch the Adobe Real-Time CDP overview video to learn more.
Request a demo today and see how Adobe Real-Time CDP can power your next stage of growth.
Customer data platform FAQs
What is a customer data platform (CDP)?
How does a CDP work?
What are common CDP uses cases in marketing?
CDP use cases typically revolve around improving marketing and customer experience:
- Personalized omnichannel campaigns: Using unified profiles, marketers can deliver consistent, tailored messages across email, social media, websites, and more. For example, a CDP can help show a customer product recommendations on the website based on their recent mobile app activity.
- Customer journey orchestration: A CDP can trigger actions as customers move through stages — for example, sending a follow-up offer if a customer abandons a cart, or notifying sales when a B2B lead hits a certain score.
- Advanced segmentation and analytics: Marketers and analysts use CDPs to create very specific audience segments — like “high-engagement customers in Sydney who haven’t purchased in 3 months” — and analyze their behavior. These insights inform more effective campaigns.
- Account-based marketing (B2B): For business-to-business account-based marketing, a B2B CDP unifies data at the account level. It links individual contacts to company accounts, enabling sales and marketing teams to see a holistic account profile. This is crucial for account-based marketing strategies, where personalized outreach is needed for each company.
Essentially, a CDP helps companies turn disparate customer data into actionable strategy — whether it’s improving campaign targeting, personalizing content in real time, or aligning teams with a single source of customer truth.
What are the benefits of a customer data platform?
The benefits of a customer data platform include:
- Better customer experiences: By having complete, up-to-date customer profiles, companies can personalize interactions and offers — leading to more relevant marketing and happier customers.
- Unified data and insights: A CDP breaks down data silos. All your customer data — online, offline, CRM, etc. — is centralized, which means analytics and reporting are more accurate and comprehensive. You get a true 360-degree customer view.
- Real-time marketing capabilities: Many modern CDPs, like Adobe’s, are real-time CDPs — updating profiles and segments instantly. This lets you respond to customer behaviors — like a click, a purchase, etc. — immediately. For example, triggering an in-app message at the right moment — rather than weeks later.
- Improved marketing ROI: With better targeting and personalization, marketing spend is more efficient. Companies see higher conversion rates when using a CDP to fine-tune who gets what message and when. For instance, TSB Bank saw a 400% boost in loan applications by using real-time customer data to optimize offers.
- Privacy compliance and control: A CDP centralizes consent and preference data, helping ensure you honor customer privacy choices across all channels. It also makes it easier to comply with regulations like GDPR or CCPA since you can manage data deletion or consent revocation in one place. In short, it gives your organization greater control over customer data usage.
These benefits illustrate why investing in a CDP can be transformative — it enables data-driven marketing and customer-centric strategies that are hard to achieve with fragmented data systems.
What features or capabilities should I look for in a CDP?
When evaluating CDPs, look for features that align with your business needs. Key CDP capabilities to consider include:
- Data integration: The CDP should easily ingest data from all your sources — web, mobile, CRM, ecommerce, ad platforms, etc. Pre-built connectors and easy integration are a plus — for example, Adobe’s CDP integration library covers many popular tools.
- Identity resolution: It should reconcile customer identities (merging identifiers like emails, device IDs, cookies) into one profile. This is essential for an accurate unified view.
- Real-time processing: If your use cases involve live personalization or rapid response, ensure the CDP updates profiles and segments in real time or near-real time. Adobe Real-Time CDP, for instance, focuses on streaming data updates.
- Bidirectional data movement: Look for platforms that support secure, governed data sharing between your CDP and your enterprise data warehouse. Adobe Real-Time CDP, for example, allows organizations to stream enriched profile and audience data back into Snowflake using a zero-copy architecture. This enables advanced analytics, machine learning, and reporting use cases — without duplicating or exporting sensitive data.
- Segmentation and activation: Robust segmentation UI and the ability to push those segments to various marketing channels — like email, ad networks, and personalization engines — directly from the CDP. Essentially, the CDP should not only store data but also activate it for marketing use.
- Scalability and performance: An enterprise CDP needs to handle large volumes of data — millions of profiles, high event throughput — without performance lags. Check that the vendor can demonstrate handling a business of your size or larger.
- Security and compliance: Look for strong data governance features — consent management, role-based access, encryption, and compliance certifications. For example, a good CDP will help you comply with privacy laws out of the box and maintain data security standards.
- Flexibility (composable versus packaged): Decide if you need a fully packaged solution or a flexible (composable) one. Some composable CDP vendors offer modular services where you might use your own data warehouse and plug in the CDP for certain functions. Others provide an all-in-one platform. The right choice depends on your in-house tech strength and preference. But either way, ensure the CDP can operate in your environment — for example, cloud compatibility.
Make a checklist of these capabilities and rank your prospective CDP vendors on each. This will help you choose a platform that best fits your marketing and data strategy.
What is Adobe Real-Time CDP?
Adobe Real-Time CDP is an enterprise-grade solution developed by Adobe. It is designed to support both B2C (business-to-consumer) and B2B (business-to-business) use cases — offering flexibility for organizations that need to manage a wide range of customer and account relationships.
The platform creates unified customer profiles using first-party data collected from websites, mobile apps, CRM systems, and other digital touchpoints. These profiles are continuously updated in real time, allowing businesses to respond to customer behavior as it happens.
Adobe Real-Time CDP integrates natively with Adobe Experience Cloud applications, including Adobe Analytics, Adobe Target, and Adobe Campaign. It also supports integration with non-Adobe systems through APIs and pre-built connectors — making it suitable for diverse marketing and data environments.
One of the core strengths of Adobe Real-Time CDP is its ability to power real-time personalization. For example, if a customer views a product on your website, the platform can instantly update their segment and trigger a relevant message or offer — all within seconds. This enables timely, context-aware engagement across channels.
Adobe Real-Time CDP also integrates deeply with Adobe Journey Optimizer — enabling teams to design, trigger, and manage real-time journeys based on federated or ingested profile data. Marketers can deliver event-triggered communications, automate lifecycle campaigns, and personalize moments across web, app, email, and push — using a single view of the customer that updates continuously.
The platform includes built-in governance tools that help enforce data usage policies and ensure compliance with global privacy regulations such as GDPR and CCPA. Designed for scalability, Adobe Real-Time CDP can support large data volumes, complex segmentation needs, and omnichannel activation — making it a strong choice for enterprises looking to improve customer engagement through data.
Administrators, learn more about Real-Time CDP via Experience League for hands-on documentation.
Can a CDP be used for B2B marketing?
Yes, while CDPs are often talked about in a B2C context, an enterprise CDP can absolutely be used for B2B. In B2B marketing and sales, you have the added challenge of managing both individuals and accounts or companies. A CDP that supports B2B will allow you to unify data at the account level. This means it can link individual customer records — say, multiple employees from the same company — to one account profile for that business.
For B2B use cases, a CDP can:
- Consolidate data from your CRM, marketing automation, website visits, and even third-party data into one view of an account.
- Help execute account-based marketing by segmenting and targeting accounts that meet certain criteria — for example, all accounts in the finance industry showing high engagement on your site.
- Align marketing and sales. Both teams can rely on the CDP’s unified account insights to coordinate outreach. For example, sales reps could get alerted via the CDP when a key contact at their target account engages heavily with content, indicating a good time to reach out.
Importantly, Adobe Real-Time CDP supports federated audience composition for B2B — allowing businesses to create people-based audiences using data stored in external warehouses, without ingesting it. This makes it easier to segment by account, enrich profiles with firmographic data, and activate audiences for ABM campaigns — all while keeping sensitive business data in place. This capability is available for customers using Adobe Real-Time CDP B2B Edition.
Not all CDPs in the market have robust B2B capabilities, so if you’re a B2B company, ensure you evaluate CDP vendors on this aspect. Adobe’s CDP is an example of one built with both B2C and B2B CDP needs in mind.
What should I consider when evaluating CDP vendors?
When comparing CDP vendors, keep these steps and criteria in mind — this echoes some points from the main article:
- Identify your use cases: Be clear on what you need the CDP to do — for example, unify data from five sources, enable real-time web personalization, improve segmentation for email, etc. Your use cases will drive your requirements.
- List required capabilities: Based on those use cases, list the must-have features — real-time processing, number of integrations, machine learning, composable CDP capability or not, etc. Also list preferences like budget range or on-premises versus cloud if applicable.
- Shortlist and check scalability: Research a shortlist of vendors. For each, ask: Can they handle my data volume and complexity? As noted, some smaller CDP vendors might struggle with enterprise scale or complex B2B data.
- Integration and ecosystem: Examine how well each vendor’s CDP will integrate with your existing stack. Do they have out-of-the-box connectors for your key systems? A vendor that has partnered for deep product integrations — Adobe, for example, has an extensive integration network — can save you time and issues later.
- Demo and trial: Request a demo or even a sandbox trial. Seeing the CDP in action with sample data can reveal ease-of-use, UI intuitiveness for your marketers, and how quickly you can execute a campaign or build a segment.
- Total cost of ownership: Consider not just licensing costs but also implementation services, maintenance, and whether you’ll need additional tools. This is where a composable CDP might have hidden complexity or cost if you must assemble multiple products.
- Support and roadmap: Talk to the vendor about the onboarding process and ongoing support. Also, gauge their product roadmap: Are they innovating — for example, adding new AI features or adapting to privacy changes? A strong roadmap is a sign of a vendor that will meet your needs in the long-term.
By carefully evaluating vendors with these factors, you’ll be more likely to choose a CDP that fits your organization’s needs. Remember that the right CDP is not one-size-fits-all — it’s the one that empowers your marketing, sales, and data teams to deliver better customer experiences efficiently.
What are the challenges of implementing a CDP?
Implementing a CDP can be highly rewarding, but it’s not without challenges:
- Organizational silos: The biggest hurdle is often not the technology, but internal coordination. A CDP touches data and processes across marketing, sales, customer service, and IT. If those teams are siloed, bringing them together to share data and define new workflows can be difficult. It’s important to have executive buy-in and cross-team alignment so that everyone works toward a single customer view.
- Data quality and integration: Bringing data from many sources means you’ll encounter inconsistent data formats, duplicates, or quality issues. A lot of prep work may be needed to clean and standardize data for the CDP. Choosing a CDP with strong data ingestion and data governance tools — and perhaps consulting support — can mitigate this.
- Technical complexity: While many CDPs are marketer-friendly, the initial setup can be complex. You might need to implement tracking (SDKs, tags) on various platforms, set up identity resolution rules, and integrate with multiple endpoints. Proper planning and maybe a phased implementation — one use case at a time — can help manage this complexity.
- User adoption: Ensuring that your marketing teams — and other end-users — use the CDP is another consideration. Sometimes teams stick to old habits, like exporting CSV files manually, out of comfort. Investing in training and highlighting quick wins — like how the CDP can do in minutes what used to take weeks — will encourage adoption.
These challenges can be overcome with the right approach — a clear strategy, stakeholder buy-in, and choosing a CDP vendor that provides solid onboarding support. In fact, many companies find that once the CDP is up and running, it breaks down the very silos that made implementation tricky — leading to a more data-driven and collaborative culture.
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