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CDP VS CRM: WHAT’S
THE DIFFERENCE?
October 2020
CDP 4-part series
Check Out Our Previous Series
Isn’t a CDP Just a Fancy Database?
Isn’t a CDP Just a Fancy Database?
CUSTOMER
Isn’t a CDP Just a Fancy Database?
CUSTOMER
DATA
Isn’t a CDP Just a Fancy Database?
CUSTOMER
DATA
PLATFORM
Definitions?
CDP
“a marketer-managed system that
creates a persistent, unified
customer database that is
accessible to other systems”
David Raab, founder of the Customer Data Platform Institute
Definitions?
CRM
“technology for managing all your
company’s relationships and
interactions with customers and
potential customers.”
Salesforce
Isn’t a CDP Just a Fancy Database?
CUSTOMER
DATA
PLATFORM
Too Much Repurposing
Just because something uses a
database, doesn’t mean it is a
database
CRM - The Sales Funnel!
CRM has evolved though...
B2B
CRM has evolved though...
B2B + B2C
CRM has evolved though...
B2B + B2C
Sales 1:1 Support>
Who owns?
CDP
Marketing
CRM
Sales org (+ services org?)
What Does a CDP Need To Do?
Identify the same
customer
everywhere that
person engages
Be able to answer
the questions
Marketers need to
ask
Connect to, and
serve data to
customer-facing
engagement
systems
1 2 3
CUSTOMER DATA PLATFORM
Digital
Advertising
Outbound
Marketing
Call Center
Website Personalization
POS &
Ecommerce
Email
Call Center
Website
Third Party
Data Append
CRM
CDP - Much More Than Just a ‘Database’
What data?
CDP
Known & Anonymous
CRM
Known
Other Examples
DMP
A DMP works on aggregated data -
driven by cookies and 1st to 3rd
party data to segment and build
audiences.
Mainly used for advertising.
Other Examples
MARKETING
AUTOMATION
Marketing Automation platforms
can easily store PII and individual
data, but their primary use is for
outbound comms.
It is an execution platform.
Known only.
CUSTOMER DATA PLATFORM
Digital
Advertising
Outbound
Marketing
Call Center
Website Personalization
POS &
Ecommerce
Email
Call Center
Website
Third Party
Data Append
CRM
CDP - Much More Than Just a ‘Database’
The Right Tools For The Right Job?
CDP 4-part series

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