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What should our 30/60/90 day plan be for implementing a CDP? (just the major tasks and phases)

30 Days:

  • Scoping and Gameplan (includes goal setting and benchmarks)
  • Education and data setup (hierarchies, key segmentations fields, picklists, value mapping)
  • Model/Persona creation
  • Initial data enrichment

 

60 Days:

  • System integration (SFDC, MAP, etc.)
  • End-to-end testing
  • Training
  • Go-Live

 

90 Days:

  • Follow-up, troubleshooting
  • Metrics & Results
  • Optimization (models, segments)

 

Knowledgebase Articles for Onboarding »

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