The document discusses the importance and functionality of customer data platforms (CDPs) like Webmaxy eGrowth, emphasizing their role in unifying first-party data from multiple sources to create comprehensive customer profiles. It outlines the key tasks of CDPs such as data collection, organization, utilization, and insight generation, while comparing their capabilities against CRM and DMP systems. Additionally, it highlights the benefits of using CDPs for personalized marketing and provides a guide for selecting the right CDP for business needs.

1. Webmaxy eGrowth: Best Customer Data
Platform (CDP) with Shopify Integration
Do you remember the last time when you purchased something online? You
might have done a lot of research before you made the final purchase decision.
You might have watched videos and visited different review sites to consider a
product or service. Most of the online shoppers go on different marketing
channels like Google, Google Shopping, Facebook ads, eCommerce websites,
YouTube, and review sites before they make a purchase.
The path of a customer from the awareness to the decision stage is usually a zig-
zag one. But have you ever thought about how brands keep track of these
customer touchpoints? A CDP customer data platform can help you monitor
customer touchpoints and interactions.
Here, in this blog, we will discuss in detail customer data platform marketing,
customer data integration software, and integration with Shopify.

2. What is a Customer Data Platform (CDP)?
A Customer Data Platform (CDP) is software that combines data from
multiple tools into a single centralized customer database that contains data from
all touchpoints and interactions with your product or service. CDP
integrations collect and exhibit real-time data into individual customer profiles.
Customer Data Platform create customer profiles by integrating data from
first-party, second-party, and third-party data sources. This includes website &
behavioral data, social media activity, transactional systems, web forms, CRM,
DMP, and more.
How does a Customer Data Platform (CDP) work?
A customer interacts with a brand in new and different ways. Every time they
interact with your brand they leave bits of information called first-party data. A
CDP takes in first-party data and transforms it by matching individual customer
identities from different systems and combining them into a single and accurate
customer profile. This is a continuous and ongoing process.
A customer data platform performs the four main tasks that we have given
below. This information will help you increase your understanding of how
a customer data platform works.
1. Collect data from different sources
A customer data platform is a centralized source of all the customer data your
company has. For unifying all your customer data, CDP needs to collect and
organize each individual customer data from your company’s different CRM
platforms and data streams. This also includes systems like eCommerce websites,
marketing platforms, and service software. Collecting and unifying all this
customer data and identifying each customer based on their engagement is called
“customer resolution”.
2. Organize your data
The next step of the customer data platform is to resolve customer identities
across devices. This means creating links of identity information from your

3. known customers (those who have provided their email addresses & phone
numbers) with anonymous data (cookies and mobile device IDs) they may have
shared before they became your customer.
The main purpose of cross-device identity resolution is to help you get a complete
view of your customers’ journeys. For example, you can look at a customer profile
and analyze which was their first interaction point and which marketing channel
led them to the final purchase decision.
3. Utilize your data
Once fully unified customer profiles are created, the data is activated and is
available for your teams to utilize in the marketing strategies. You can do
customer data integration with different technology platforms for personalizing
customer experience. This includes email marketing engines, marketing
automation systems, real-time analytics, and content management systems.
However, if you opt for an advanced customer data platform like WebMaxy
eGrowth, you don’t need to do too many customer data integrations. You can
utilize your customer data directly from the platform for email marketing,
marketing campaigns, marketing automation, retargeting ads, and more.
4. Draw insights from data
A customer data platform creates unified customer profiles which makes it
easy to track customer journeys. You can easily create segments of customers
based on their attributes, recent activity, and purchase behavior. You can use this
data to create lookalike audiences and reach new audiences for your brand. Since
a customer data
platform organizes and unifies customer data, it becomes a great source of
information for your marketing efforts.
What is customer data integration?
A customer data platform uses first-party data, which means it uses data
that’s collected by the company itself. Third-party data is the user data that is

4. purchased or shared by other businesses to a company. Third-party data is often
used to target potential customers with advertising and marketing.
Customer data platforms take first-party data and make it useful through the
customer data integration process. This customer data integration process
involves combining information and identifiers from distinct databases into a
usable form for in-depth analysis.
Customer data integration: Everything you need to know about it
Customer data integrations enable your customer data platform to function.
There are different types of customer data Shopify integration methods that you
can use for this purpose. Customer data
platforms use consolidation to integrate customer data. It involves taking data
from multiple sources and organizing it in a central data warehouse. Below, we
have given customer data integration best practices for your reference.
 Utilize customer data to its full potential: To utilize your customer
data to its full potential, you must focus on three factors. First, determine
the North Star Metric that matters the most to your business. Second, be
mindful of the data you’re collecting and how you’re going to utilize it.
Third, make sure you are securing and storing the data appropriately.
 Mark the bad data at your company: Here, bad data means data
that’s inaccessible, outdated, unorganized, or not first-party data.
Remember bad data doesn’t mean data that’s collected improperly. To get
the most out of the data, you must understand what bad data is so you can
avoid it priorly.
 Segment customer data for a better understanding: Segmenting
customer data can help you get the most out of data. With the help of a
CDP, you can segment customer data and create personalized experiences
that lead to higher customer engagement.
CDP vs. CRM
Customer Data Platform (CDP) and Customer Relationship Management
(CRM) both collect and store customer data for the organization. However, they
are different from each other in many ways as we have stated below:

5. Customer Data Platform (CDP) Customer Relationship Management
(CRM)
Customer Data Platform is meant for
marketing. It gathers & unifies customer
data from different sources to build a
single & coherent view of customers. This
customer data is made available to
marketers for creating personalized
marketing campaigns.
CRM solutions are best for sales. They help
marketers gather customer data that they
can use to build strong customer
relationships. CRM solutions unlike a CDP
don’t collect data from multiple sources.
But a CRM solution can use CDP data.
Customer Data Platform collects data on
anonymous visitors.
CRMs only report and analyze data on
known customers or potential customers.
Customer Data Platform analyzes
customer journeys and lifetime customer
behavior.
CRM mainly focuses on sales forecasting
and pipeline.
Customer Data Platforms can collect
customer data from both online and
offline marketing sources.
CRMs can’t track offline customer data
unless it’s not manually entered.
Customer Data Platforms can help you
manage multiple data points from
different sources. This also reduces the
chances of missing out on data.
CRMs are built on individually entered
data that can get lost if not entered or
handled appropriately.

6. CDP vs. DMP
Customer Data Platform (CDP) and Data Management Platform (DMP), both
collect data that helps to improve the customer experience. But both the
platforms are different from each other in many ways as we have explained
below:
Customer Data Platform (CDP) Data Management Platform
(DMP)
CDP work with both anonymous & known
customer data & store data such as names,
email addresses, phone numbers, etc.
Data Management Platform works with
anonymous entities such as cookies, IP
addresses, and IP addresses.
Customer Data Platform helps in all types
of marketing.
DMPs help in advertising to create
better ads and reach the right
audiences.
Customer Data Platform mostly collects
first-party data (directly from the source).
DMPs mostly collect third-party data
through data providers & services.
CDPs utilize specific customer identifiers
like names, email addresses, phone
numbers, etc.
DMPs utilize anonymous customer
identifiers like cookies, IP addresses,
devices, etc.
CDPs capture and retain data for a long
time to build comprehensive & accurate
customer profiles.
DMPs keep data for a short time to
build lookalike audiences and targeted
ads.

7. CDP vs. CRM vs. DMP
A customer data platform is often confused with CRM and CDP. Let’s have a
look at how customer data platforms (CDPs), customer relationship
platforms (CRMs), and data management platforms (DMPs) are different from
each other.
 A Customer Data Platform (CDP) is especially meant for marketing. It
collects and unifies first-party customer data from different sources to
build a coherent and complete view of customers. It makes data available
to marketers for creating targeted and personalized marketing campaigns.
 Customer Relationship Management (CRM) is a solution that helps
companies manage customer relationships and interactions with all of
their customers and prospects.
 A Data Management Platform (DMP) is focused on helping in web
display advertisements. A DMP uses third-party data to get new customers
for a business. The data collected by a DMP is anonymized and stored for a
short period of time of around 90 days.
Benefits of a Customer Data Platform
From the information above, you must have understood the differences between
a CDP, CRM, and DMP. In this section, we will tell you how a customer data
platforms can help you in different ways.
1. Know your customers better
To create the best marketing campaigns, it’s important that you understand your
customers better. A customer data platforms helps you build customer
profiles that give you a complete view of every individual. You can easily
conduct customer behavioral analysis and sort customers based on their
traits. CDPs can help you improve customer relationships by targeting them with
personalized marketing campaigns.
2. Organized customer data
Acquiring and organizing customer data is a strenuous task. A customer data
platform makes organizing customer data in a usable form very easy. However,
you need to have a data tracking plan and data governance strategy in place to

8. make the right use of a customer data platforms. Without a data governance
strategy, you can easily collect data that’s not useful for your business.
3. Detailed customer analytics
Customer analytics can help marketers direct their advertising, marketing, and
sales efforts in the right direction. Customer analytics involves understanding
customer behavior through the different stages of the buying journey.
A CDP is a powerful platform that can provide you with detailed customer
analytics. Attribution models can help you find out which marketing
campaigns are bringing the most customers.
A customer data platform like WebMaxy eGrowth can help you analyze
customer data with a multi-touch attribution model. You can know and
understand which are the right marketing channels to make the investment. You
can reduce customer churn and increase customer retention.
4. Data protection and privacy
After the implementation of the General Data Protection Regulation (GDPR), the
California Consumer Privacy Act (CCPA), and other customer data privacy laws,
it has become important to respect your customers’ data privacy. Customer
data platforms can help you to maintain customer privacy by limiting the
customer data you collect in the first place. Once you set up a data governance
strategy, it’ll ensure you’re collecting the customer data that’s legal & vital to your
marketing strategy.
Create personalized marketing campaigns to generate 2X revenue.
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How to choose the right CDP for your business?
Now, since you know the benefits of customer data platforms, you might be
interested in getting one for your business. However, these days there are
many customer data platforms available in the market making it confusing to

9. choose one. Here, we have given 6 simple steps to help you choose the
right customer data platform for your business.
Step 1: Consider stakeholders in the process
Before deciding which customer data platforms to use, you should involve
internal stakeholders in the process. Remember the customer data
platform that you use is going to take data from different departments of your
company. To understand which stakeholders to consider in the process, think
about the departments that need customer data. For example, the sales team
require customer data, so its stakeholder should be part of the buying process.
Step 2: Check the use cases
Another question you should consider before buying customer data
platform is what is its use for your company? A customer data platform can
help you to consolidate data but what will you do with it? Before opting for
a customer data platform, you must determine its use cases.
A customer data platforms can help you in different ways that we have
mentioned below:

10.  Unifying online and offline data.
 Understanding your customer journey.
 Creating personalized customer experiences.
 Building more targeted multichannel marketing campaigns.
Once, you have decided on the use cases, it’s time to look at your customer data
platform options. Check out their website, reviews, and case studies that they
have provided. From this information, you’ll get an idea about the customer
data platforms that fit your ideal use cases.
Step 3: Decide the tools and features you need
Next step, decide the tools and features you need for your business. To start off
look at the use cases and determine which tools you need to accomplish those.
Check the integrations that you might need like Shopify, CRM systems, data
warehouses, Google Analytics, Facebook ads, etc.
After you have decided on the tools you need, sort out the customer data
platform options. Ditch the ones which don’t have the integration for the
majority of the tools you use. By doing this, you’ll be able to cut down
the customer data platforms not right for your business.
Step 4: Think about the requirements
Requirements are different than features and use cases. For example, nowadays
almost every business looks for a customer data platform that
has GDPR and CCPA compliance. Also, data security is a major concern for
businesses, they look for secure customer data platforms.
Check for customer data platforms that have credible security certifications
like ISO 27001 or SOC 2. Make a list of the requirements that you want
a customer data platform should have. Then, sort out the customer data
platforms that don’t meet those requirements.
Step 5: Draw a comparison between different vendors
By this step, you might have got a list of customer data platforms that meet
the use cases, integrations, and requirements. Now, it’s time to conduct a
comprehensive comparison between these customer data platforms. Make a

11. table with the names of shortlisted customer data platforms and the features
they have. Don’t include the prices as we will include them in the next step. After
shortlisting, check the reviews of these customer data platforms on review
sites like Capterra and G2.
Step 6: Consider the ROI of shortlisted CDPs
Now, to finally choose a customer data platform, you should look at the ROI
of shortlisted CDPs. By considering ROI, you can evaluate which customer data
platform provides the best value. Don’t look for opting for the cheapest CDP
rather the one which has maximum features and fits your budget. Remember,
a customer data platforms can help increase the efficiency of your team and
it’s worth investing a good amount as long you’re getting a good value from it.
An Advanced Customer Data Platform: WebMaxy
eGrowth
WebMaxy eGrowth is an advanced customer data platform that can help
you do more than just the consolidation of customer data. It comes with a wide

12. range of features such as a KPI dashboard, customer segmentation,
marketing insights, marketing workflows, social campaigns, Email
marketing, WhatsApp marketing, WhatsApp commerce, customer loyalty,
help desk, and retargeting. You just need to integrate with Shopify and eGrowth
will start fetching customer data.
From a KPI dashboard, you can analyze business KPIs like marketing spend,
revenue, CPC, CAC, ACOS, and more. In marketing insights, you can see how
your different marketing campaigns are performing. You can find out which
marketing channels are delivering the best and worst results. Based on the
conversion and revenue contribution of distinct marketing channels, you can
make your future marketing investments.
With eGrowth, you can carry out customer segmentation easily. You can segment
your customers into lists based on their attributes, recent activity, purchase
history, etc. You can use these lists in your marketing campaigns for personalized
messaging. The marketing workflow feature enables you to create workflows
with automated SMS, Email, and WhatsApp marketing.
From customer data platform to marketing automation, WebMaxy eGrowth
can do it all for you. WhatsApp commerce feature enables you to reach, engage,
and convert customers from the platform itself. Not only this, you can manage
your social media channels like Facebook, Instagram, Twitter, and LinkedIn as
well.
WebMaxy eGrowth can help you enhance customer experience and boost
revenue. Schedule a demo with our experts to learn more about eGrowth and its
features, email us at info@webmaxy.co.
The future of Customer Data Platform
The future of Customer Data Platforms is Customer Intelligence Platforms. A
customer intelligence platform will enable the creation of unified customer
profiles that combine profile, behavioral, and transactional data of customers

13. across the business. This will not only give you a complete view of customers but
a complete view of the business as well.
The customer data platforms are limited in analytical and AI capabilities. The
next big transformation of the customer data platform is the customer
intelligence platform. These platforms will incorporate both first and third-party
data. They use machine learning for predictive models and recommendations,
which produces accurate and actionable insights.
Customer intelligence platform insights can be used by both sales and customer
service teams not just marketing teams. This information can help to drive teams
in the right direction with better communication and provide personalized
experiences.
Customer Data Platform: The conclusion
A customer data platform can help you unify all your customer data and
interactions in one place. Customer data platforms are customer data
integration tools that can help you collect dissected customer data and translate it
into a usable form. You can get deep insights about customers and analyze
their behavioral platforms.
A customer data platforms can help you find ways to improve your customer
experience through the right marketing and sales efforts. You can create
personalized customer experiences and increase customer satisfaction.
WebMaxy eGrowth is an advanced customer data platform that can help you
do more than what a typical customer data platforms does.
Get a complete view of the customer journey and create personalized customer
experiences. Automate your marketing channels and reach out to customers at
the right time with the right message. Schedule a demo with our experts to learn
more about WebMaxy eGrowth, or email us at info@webmaxy.co.
Want to automate your marketing workflows?

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