Customer data platform (CDP)

A Customer Data Platform (CDP) collects and organizes customer data from a range of different touch points on a customers’ digital journey. This real-time data is ingested and organized to create individual, centralized customer and organization profiles.

Once your customer data is ingested and organized, it can be segmented using filters. These audience segments are then used to develop personalized marketing campaigns or report on customer activity.

A CDP solves many of the problems modern-day businesses face, filling the data collection, storage and organization gaps that exist in solutions like customer relationship management (CRM) software. With a CDP sitting at the center of your tech stack, your business can break down data silos to give teams one source of truth, connect the customer journey end-to-end, leverage customer data to deliver a more personalized marketing experience, and generate more accurate business insights.

A customer data management platform gives you a better understanding of your customers, improves your customer engagement and increases your efficiency. It brings everything you know about a customer under one digital roof, giving you greater insights and the ability to create better, more targeted and effective marketing campaigns. Ortto’s CDP integrates with tools you are already using and removes barriers of access that lead to information silos. With a customer data platform, you have the ability to create customized reports, build automated workflows and track trends and changes in data. It saves your team time, no longer having to rely on old and time-consuming methods of gathering marketing data. It’s easy for the entire department to have access to all of the data they need.

A customer data platform automatically collates data using a system of customer data integration tools and code snippets across your website, tech stack, and advertising platforms.

With a CDP like Ortto, integrating data from your CRM, customer support platform, website analytics, Facebook and Google ads, ecommerce platform, and more is incredibly simple. After a data source is integrated, the CDP will filter, clean and organize all your data to give you a single source of truth, updated in real-time.

Many CDPs, including Ortto, allow data to run the other way, too. This means you can use your customer data platform to easily export audience segments to create lookalikes in Facebook or automate tasks like updating records in your CRM.

Ortto takes the privacy and security of personal information very seriously and is specifically designed to meet and exceed modern privacy standards across the globe. We’ve integrated security tools like two-factor authentication, SSO, user roles and more to ensure that your information is protected on your customer data platform. 

Ortto CDP is compliant with all current data privacy laws, including the GDPR (operating across the European Union), APRA (operating across Australia), HIPAA and US privacy shield framework.

Customer data in your Ortto CDP can be stored in your location of choice. By default, all customer data is hosted in the United States, but Ortto customers can elect to have their data hosted in a different location at sign-up. Ortto customers who operate out of the EU or AU may benefit from choosing to host data locally as it will help you meet local data security regulations. All customer data, no matter where stored, is protected by the highest security standards.

Having access to the entire customer lifecycle is one of the main features of a customer data platform. With this access, you can hone in on the choices customers are making at each stage. The Ortto CDP allows you to connect a wide range of tools easily through integrations. Quickly integrate data from programs such as Salesforce, Zendesk, Shopify, Google Ads, Slack. All this information helps you in your mission to drive better engagement and create targeted and effective campaigns.

A customer-driven marketing platform like the Ortto customer data management platform provides endless valuable insights for team members across your organization. The aim of the customer data platform is to benefit all team members using it, from the heads of departments right down to marketing coordinators and assistants.

Ortto brings a customer data platform together with marketing automation and analytics to help you find the right audience, build personalized omnichannel journeys, and understand which activities, campaigns and behaviors are impacting your bottom line.

By consolidating these tools in one platform, your business will save money and time, while ensuring your team have a central “back-end” to work in. This eliminates data silos, breaks down communication barriers, and ensures every person in the business has a deeper understanding of the customer journey, business objectives, and progress towards their goals. Are you ready to unlock your marketing potential? Sign up to Ortto today.