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Customer Data Platform (CDP) Glossary: Key Terms & Concepts

List of Customer Data Platform (CDP) features

Marketing Management

Marketing management is a crucial aspect of any successful business strategy. It involves the planning, implementation, and control of various marketing activities aimed at promoting a pro...read more

Order Management

The process of keeping track of clients' orders and managing the actions required in completing them is known as order management. Accepting the order, picking, packing, and shipping the t...read more

Content Management

Material management is the end-to-end acquiring, designing, processing, and distributing of content. It is a set of methods and technologies that make it easier to collect, handle, and tra...read more

Collaboration

Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions surrounding it that make the majority of business o...read more

Analytics (ROI Tracking)

Analytics (ROI Tracking) is a method of calculating the return on investment from a company's marketing expenditures. Return on marketing investment is another term for it (ROMI). It can b...read more

Campaign Segmentation

Marketers frequently use demographic information such as age, gender, residency, or region and a variety of other predetermined attributes to construct categories. Marketers can use campai...read more

Landing Pages

Landing pages are single-page websites designed to promote or advertise a marketing or ad campaign. Visitors " land " on a landing page after clicking on a link in an email or advertising ...read more

Email Marketing

Email marketing is a type of marketing that informs your customers via email list of new products, discounts, and other services. It can also be a pitch to educate audience on your brand's...read more

Channel Management

An organization creates and controls marketing and sales processes, people, policies, and platforms to offer goods and services indirectly through partner firms through channel management,...read more

Campaign Management

Campaign management includes planning, execution, tracking, and analysis of direct marketing initiatives. These responsibilities include the entire lifetime of a marketing campaign, from c...read more

Conversion Tracking

The ability to link site engagements to metrics on who has interacted with your campaigns is conversion tracking. You can track conversions to see how often your advertising leads to real-...read more

Onboarding

The process of welcoming new clients, ensuring that their inquiries and concerns are addressed, and delivering new products and services as needed is called onboarding. Depending on the fi...read more

Audience Engagement

The purposeful technique of turning event-goers into active participants to fulfill both organizer and attendee goals is known as audience engagement. Engaging your audience is the best wa...read more

A/B Testing

A/B testing, also known as split testing, is a marketing experiment in which you divide your audience to test various campaign versions and see which one performs best. In other words, you...read more

Dashboard

A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives, as well as provide insight into what they can ...read more

This software is researched and edited by

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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