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CDPs and CEPs for Customer Success

Explore the roles of customer data platforms and customer engagement platforms in managing and enhancing customer success. Understand how CDPs centralize customer data to foster collaboration and insight, while CEPs optimize user experience, drive revenue growth, and support product adoption in AI-driven environments.

Customer data platforms

Customer data platforms (CDPs) are platforms that collect and centralize our customer data from multiple sources into one view for each of our customers so that we can understand who they are, how they find us, what drives their behavior when they do interact with our product, their transactional data, and demographic data. They allow us to leverage the internal data we have into customer profiles so that we can better explore the kinds of customers we’re serving with proof. We might already have channels in place to maintain some of our customer data with systems such as Salesforce and HubSpot, but generally, CDPs also centralize data from those sources.

Customer data platforms
Customer data platforms

Fostering collaboration

Their purpose is to collect, unify, and manage our customer data so that we can act on it. Marketing, sales, and our go-to-market ...