Guide

The Foolproof, Futureproof CDP RFP Guide + Template

Including a complete list of questions in a plug-and-play spreadsheet format.

The Foolproof, Futureproof CDP RFP Guide + Template

Summary

The Request for Proposal (RFP) process is overwhelming. We’re here to make it easy for you to find your next best customer data platform (CDP) with the Foolproof, Futureproof CDP RFP Guide + Template.

The environment is changing quickly. In order to set yourself up for success for whatever changes and challenges may come (the cookiepocalypse and advancements with generative AI may come to mind), you need to make sure that you’re asking the right questions about compliance, security, flexibility and scalability to futureproof your business.

For that reason, it’s important to ensure that your new CDP meets every requirement of an elevated, modern CDP and fits seamlessly into your tech stack and team to grow with your business — from ingestion through implementation and support.

In the Foolproof, Futureproof CDP RFP Guide + Template, you’ll get:

  • 11 Key categories of the CDP RFP with sample questions
  • Tips and inspiration for how to move through the RFP process
  • A word from the experts at Merkle on how to design a winning RFP

You’ll also get our RFP CDP template with the guide, including a complete list of questions in a plug-and-play spreadsheet format.

Get Your CDP RFP Guide + Template


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