Best Customer Data Platforms (CDP) for Microsoft Dynamics 365

Plauti builds native data-quality applications that run entirely within your CRM environment. No data is sent to external servers or third-party processing services, and there’s no parallel infrastructure to maintain. Your data stays where it belongs: under your control, behind your security perimeter, governed by your own access model. For Salesforce, Plauti addresses the full lifecycle of data quality: > Prevention at entry: Real-time duplicate detection alerts users as they type, blocking bad data before it’s created. > Detection from external sources: Identify duplicates coming from integrations, imports, and APIs, so data quality doesn’t degrade over time. > Batch remediation at scale: Run powerful batch jobs to find, review, and merge existing duplicates, with full audit trails for compliance and governance. > Contact data verification: Validate email addresses and phone numbers before they’re saved to reduce bounces and failed outreach. All processing runs natively on Salesforce infrastructure. Plauti respects your existing profiles, roles, and permission sets, so there’s no separate login, no data synchronization layer, and no new security surface to harden. For Microsoft Dynamics 365, Plauti provides similar control over duplicates with real-time alerts, API-driven detection, batch processing, and cross-entity matching. It’s designed for CRM admins and data stewards who need direct, immediate control over data quality without waiting on developers, external consultants, or long IT ticket queues.

Use the language you already love to prototype ideas quickly, develop production-ready communications applications, and run serverless applications on one API-powered platform. Twilio is a single fully-programmable platform with flexible APIs for any channel, built-in intelligence, and global infrastructure to support you at scale. Quickly integrate powerful APIs to start building solutions for SMS and WhatsApp messaging, voice, video, and email. Browse documentation and SDKs in multiple coding languages, including Ruby, Python, PHP, Node.js, java, and C#, or jumpstart your first project with our open source code templates to quickly build production-ready communications apps. Consult our community of over 9 million developers for guidance and inspiration on your next project. Sign up and start building today.

ZoomInfo is a leading business intelligence platform that provides companies with comprehensive data and insights about businesses, professionals, and market trends. It helps organizations streamline their sales, marketing, and recruitment efforts by offering detailed profiles, contact information, and firmographics for millions of companies and decision-makers. ZoomInfo leverages AI-driven analytics and data mining to deliver actionable insights, helping businesses identify new opportunities, optimize outreach, and make informed decisions. With tools for lead generation, account management, and sales prospecting, ZoomInfo is widely used by sales and marketing teams to accelerate growth, improve targeting, and enhance customer engagement.

You can now add new customer data to all your marketing tools. No need for expensive CDP, manual csv uploads, or SQL. DinMo can be set up in less than 30 minutes. This is simplicity at its finest. Audience Building Simplified: Create any audience with our intuitive Audience manager, no SQL required. One-Click activation: Connect your customer data to your business tools in a single click. CSV exports, Jira tickets are gone. Dynamic Audience management: Get continuously updated data across all synced platform, ensuring that your strategies are always powered by the freshest data.

Leverage AI-driven insights and automated workflows to lower cost-per-conversion while delivering tailored recommendations that enhance customer lifetime value. Effectively navigate the balance between privacy and personalization by utilizing consent data that is updated automatically and employing classification labels to safeguard sensitive information. Aggregate transactional, behavioral, and demographic information to develop in-depth insights and comprehensive, current customer profiles that respect individual consent. Accelerate sales processes, minimize churn, and foster long-term customer relationships by responding promptly to customer signals and feedback. Surpass privacy expectations and ensure compliance with regulations such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA) along with accessibility standards. This enterprise-grade solution boasts over 70 security and compliance certifications, including ISO, EU Model Clauses, HITRUST, SOC, HIPAA, FERPA, and FedRAMP, ensuring robust protection and adherence to industry standards. By harnessing these advanced tools, businesses can not only improve operational efficiency but also build stronger, trust-based relationships with their customers.

SALESmanago solutions cover all key challenges of modern eCommerce business, identifies people visiting your website, analyzes their online behaviour and transactions, and uses its AI hyper-personalization engine to improve the Customer Experience and deliver perfectly tailored offers during a complete customer lifecycle in all marketing channels. It is a non-code software that is accessible to all companies and easy to integrate. Each user receives full support through educational materials and assistance from Customer Success advisors. You can find the right solution for you among a range of SALESmanago options. Unique AI-driven features we deliver: Full website personalization Dynamic 1-to-1 email marketing Multichannel abandoned cart recovery AI-powered product recommendations across all channels Loyalty programs Search Engine Turbocharger, Progressive profiling ABX Testing engine eCommerce Dashboard Workflow Generator and 650 additional features that are dedicated to eCommerce and B2C businesses.

Dealtale stands out as the pioneering No-Code platform for data exploration. We recognize the challenges and inefficiencies that arise from juggling numerous complex digital tools, which is why we developed a solution that seamlessly integrates and organizes data for analysis, offering teams an incredibly straightforward interface to obtain quick insights without the need for coding, managing data silos, or dealing with outdated data frameworks, data science, or engineering concerns. This innovative platform empowers marketing, sales, and customer success teams to conduct extensive analyses of customer journeys. Our unique technology aggregates every customer interaction across various channels including social media, paid ads, websites, emails, and meetings into a centralized customer data hub, enabling the formulation of data-driven, customer-focused revenue strategies. By utilizing advanced predictive modeling, organizations can enhance their ROI and revenue by identifying the optimal allocations for their marketing expenditures. Furthermore, connecting a multitude of business applications, such as CRM systems, marketing automation tools, websites, and advertising platforms, to Dealtale is a straightforward process that enriches data accessibility and usability. Ultimately, Dealtale not only simplifies data exploration but also fosters a deeper understanding of customer behavior and preferences.

Dreamdata is the B2B revenue attribution platform that empowers go-to-market teams to understand their impact and drive growth. By automating data collection and modeling, it provides a 360° view of the customer journey and enables data-driven decision-making. Key Features: - Automated Data Collection & Unified Model: Collects first-party data from your website and marketing/sales stack, building a complete picture of customer interactions. - Multi-Touch Attribution: Accurately attributes revenue to specific touchpoints, providing clear ROI on campaigns and channels. - Buying Signals & Lead Prioritization: Identifies high-intent accounts and prioritizes leads, maximizing sales efficiency. - Campaign Performance Analysis: Evaluates campaign effectiveness, enabling data-backed optimization decisions. - Custom Audiences & Data Activation: Creates targeted audiences based on customer journey insights for personalized campaigns across platforms. - Industry Benchmarking: Compares your performance against industry standards, highlighting areas for improvement and competitive advantage. - Intuitive Interface: User-friendly design ensures easy navigation and actionable insights.

The Skypoint AI Platform serves as a robust data and artificial intelligence solution tailored for sectors that are heavily regulated, such as healthcare, finance, and government, facilitating smooth data integration alongside sophisticated AI-driven automation. Constructed on a flexible data lakehouse architecture, this platform merges both structured and unstructured data into a unified source of truth while prioritizing governance, security, and compliance measures. With comprehensive AI capabilities, it encompasses business intelligence, AI agents, and collaborative tools, empowering organizations to optimize their operations and enhance decision-making processes. By utilizing compound AI systems that incorporate specialized language models, retrieval mechanisms, and external resources, Skypoint provides customized, intelligent solutions aimed at addressing specific industry challenges. Furthermore, its innovative approach ensures that organizations can adapt to evolving regulatory requirements while maximizing efficiency and insights.

Adverity is the fully-integrated data platform for automating the connectivity, transformation, governance and utilization of data at scale. Adverity is the simplest way to get your data how you want it, where you want it, and when you need it. The platform enables businesses to blend disparate datasets such as sales, finance, marketing, and advertising, to create a single source of truth over business performance. Through automated connectivity to hundreds of data sources and destinations, unrivaled data transformation options, and powerful data governance features, Adverity is the easiest way to get your data how you want it, where you want it, and when you need it.

Bloomreach transforms the e-commerce landscape through personalization. Its innovative data engine consolidates real-time information about customers and products, enabling businesses to gain insights into true customer desires. By linking this insight across various channels, the e-commerce experience becomes boundless, adapting to customers’ evolving preferences as they shop. Powered by Loomi, Bloomreach's AI platform for e-commerce, this approach opens up countless new avenues for making purchases. The suite of Bloomreach products encompasses Engagement, a marketing automation tool; Discovery, an advanced e-commerce search solution; Content, a headless content management system; and Clarity, which offers AI-driven conversational shopping experiences. With numerous AI patents to its name, the company caters to a diverse array of global brands, including Williams-Sonoma, Bosch, Puma, and Marks & Spencer, illustrating its broad market impact. This comprehensive approach ensures that businesses remain competitive in a rapidly changing digital marketplace.

The Customer Data Platform and Omnichannel Marketing Hub work together to bring together every customer interaction across various devices and channels, enabling the delivery of tailored, omnichannel experiences that enhance customer engagement and increase lifetime value. BlueVenn serves as a comprehensive solution for customer data management, compliance, and orchestrating the customer journey, incorporating analytics and machine learning to facilitate precise, personalized interactions. With our innovative drag-and-drop features for customer analytics, segmentation, and predictive capabilities, valuable customer insights are readily accessible, while the omnichannel journey builder ensures that each customer touchpoint, whether online or offline, is uniquely tailored to the individual. This integration not only streamlines the management of customer data but also elevates the overall customer experience, fostering stronger relationships and increased loyalty.

Algonomy's real-time Customer Data Platform (CDP) empowers marketers to deliver tailored customer experiences consistently and instantly. By consolidating customer identities from both online and offline sources, it facilitates immediate audience activation for a comprehensive perspective. Specifically designed for the retail sector, it can monitor customer actions using over 1,200 predefined metrics and attributes. The platform leverages machine learning algorithms to generate micro-segments, provide in-depth insights, and identify marketing opportunities at every stage of the customer journey. This innovative approach ensures that businesses can engage their customers effectively and adapt to their evolving needs in real-time.

Brainbase Assist enables businesses to oversee every aspect of licensing, partnership, or sponsorship agreements seamlessly within a unified platform. - Gain valuable insights by monitoring crucial metrics such as total sales, royalties, availability of rights, forthcoming events, and notifications, among others. - Evaluate performance across various partners, products, categories, territories, and distribution channels, allowing you to identify potential issues before they escalate into significant problems. - Design tailored, custom dashboards and produce reports that focus on the metrics that matter most to your organization. - Manage, view, and track sales reports and royalty performance conveniently from one location. - Reduce the risk of human error with fully automated calculations for sales and royalties that adhere to the specified contract terms, ensuring accuracy and efficiency in your operations. - This comprehensive tool streamlines the management of agreements, enhancing overall organizational effectiveness.

Apsis One is a modern, AI-enhanced marketing platform designed for marketers who want to harness their data effortlessly to deliver impactful customer journeys. It combines essential marketing tools like email, SMS, automation, surveys, and forms into a single, easy-to-use interface. The platform empowers marketers to create personalized campaigns with advanced segmentation, high deliverability, and AI-powered content optimization. With rapid onboarding and a no-credit-card-required 14-day free trial, Apsis One removes barriers to sophisticated marketing. Trusted by well-known brands, it helps reduce advertising costs, improve customer retention, and increase campaign efficiency. The platform continuously evolves based on user feedback to meet changing market needs. Its built-in AI assistant streamlines split testing and turns complex data into actionable insights. Apsis One is the smart choice for marketers ready to grow faster and smarter.

Alchem-e offers an engaging, visually appealing dashboard that facilitates command and control over operations while enabling quick automation of processes; it also boasts an advanced workflow management system that monitors activities, streamlines tasks, safeguards data, and equips individuals with essential tools and insights for enhanced performance in their roles. This solution is particularly ideal for in-house printing operations, service providers, and marketing firms. With its visually stunning user interface and powerful analytical tools, it enables efficient management of document production and distribution. Custom modules are available to help you keep a finger on the pulse of your operations while maintaining seamless communication with clients. Furthermore, for your enterprise production needs, the platform delivers metrics that offer concise, aggregated views of critical KPIs, such as operational efficiency, multi-channel distribution, service-level management, and sales and financial outcomes, ensuring comprehensive oversight of your business performance. Ultimately, Alchem-e stands out as a vital tool for organizations seeking to enhance productivity and strengthen their operational frameworks.

Consolidate customer information from various sources into one enduring customer ID. Provide cross-departmental teams with machine learning insights that facilitate large-scale 1:1 segmentation. Transform your marketing approaches and enhance customer experiences through centralized data that generates meaningful insights. Leverage behavioral data to create fluid interactions across different channels. A clearer view of customer data enhances personalization, sharpening focus on your marketing strategies and decision-making processes. Grant your entire organization access to universal data, enabling thorough analyses at both individual and aggregate levels. Implement predictive modeling to develop tailored content informed by behavioral insights. Employ persona models to categorize customers into segments based on an extensive range of variables. Utilize recommendation algorithms to identify the optimal next steps for both customer segments and individual clients, thereby driving more effective engagement strategies. Ultimately, this comprehensive approach to customer data will foster deeper relationships and improve overall customer satisfaction.

Link the relationships between businesses and individuals using the premier B2B Customer Data Platform. Foster genuine Customer Obsession through Leadspace CDP. Access all essential information to gain insights into your customers—precise and in-the-moment, consolidated in one location. With Artificial Intelligence (AI) that converts data into straightforward next-step suggestions, you’ll know exactly who to engage, when, and how. Seamless integrations with Sales, Marketing, and Digital Advertising platforms guarantee cohesive execution across all channels. By utilizing Leadspace CDP, you can concentrate on executing impactful Marketing and Sales strategies rather than getting bogged down in data management. Elevate your business strategy with a comprehensive view that empowers you to make informed decisions.

For B2B marketing and revenue teams, proving marketing's impact is incredibly difficult when engagement data is siloed across multiple MarTech tools. CaliberMind is the GTM Intelligence and Multi-Touch Attribution platform that unifies all that chaotic data into one trustworthy source of truth. We provide the complete picture marketers need to finally stop defending their marketing efforts (and the marketing budget) and start proving the value marketing adds to the business. CaliberMind gives marketers the confidence to answer, ‘What’s working?’, tell the story of their contribution, and make smarter investments that drive lucrative sales opportunities and accelerate revenue growth.

BlueConic stands as the premier customer data platform globally, empowering marketers to extract first-party data from various disconnected systems and ensuring it is readily available for marketing needs at any time. Over 300 brands, including notable names like Hearst, Moen, T-Mobile, ING, America’s Test Kitchen, and Franklin Sports, utilize BlueConic to consolidate their first-party customer data into comprehensive, individual profiles that can be activated throughout their marketing frameworks. Established in 2010, the company is based in Boston and has additional offices across Europe. With direct access to a cohesive customer view, businesses can respond rapidly to their customers, fostering real-time engagement across multiple channels. This platform effectively bridges the gap between data insights and actionable strategies, enabling the delivery of pertinent and timely experiences tailored to all stages of the customer lifecycle. Moreover, companies can generate highly valuable advertising, data, and digital products by leveraging their unique first-party data, enhancing their overall marketing effectiveness.

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The future of customer relationship management is designed to be user-friendly. Transform sales practices and enhance efficiency through straightforward prompts for your clients, representatives, and account teams, all supported by a unique Edge AI platform that prioritizes sellers. With three decades of leadership in CRM and enterprise software, Tact.ai offers a versatile engagement model and cutting-edge technology, making it the perfect ally for refining your current CRM systems while establishing a more manageable CRM landscape for future success. Prioritize your sellers with Tact Assistant, which provides real-time monitoring, seamless data entry on the go, insightful nudges, and productivity enhancements—all within a comprehensive user experience that boosts representative productivity and strengthens CRM adoption and governance. This innovative approach not only fosters better sales outcomes but also ensures that teams can operate more effectively in an increasingly competitive market.

ValueCloud® offers a robust framework and repository designed to store and analyze critical customer value information, transforming it into actionable insights and valuable assets that can be utilized by various teams within the organization, including product managers, marketers, sales personnel, value engineers, professional services, and customer success teams. Understanding customer value is essential and represents the next necessary advancement in Customer Relationship Management, as authentic relationships with customers hinge entirely on the perceived value offered. However, existing CRM systems and other business platforms lack the functionality needed for effective customer value management. We assert that any organization aiming to transition to higher value and higher margin business models must treat customer value as a crucial strategic asset, which will not only foster competitive differentiation but also enrich discussions, establish trusted advisor relationships, and ultimately drive improved business outcomes. A focus on customer value management will enable companies to navigate the complexities of modern markets more effectively.

Integrate your customer's interactions across various platforms and channels to ensure a personalized experience regardless of the point of contact. By utilizing Raptor’s Merchandising Center, you can transform your recommendation modules into valuable advertising spaces on your selected channels. This strategy allows you to enhance visibility for specific products, strategically placing them within the customer’s view to merge relevance with promotion. Moreover, you can offer real-time personalized product suggestions that contribute to a distinctive shopping experience. As a result, this approach can lead to an increase in basket size, order value, revenue per visit, and an overall enhancement of the customer experience. Additionally, sending highly personalized emails featuring product recommendations tailored to each individual can further strengthen customer engagement and loyalty.

Enhance customer experiences with full transparency through infrastructure-as-code solutions. Blotout's SDK equips businesses with familiar analytics and remarketing capabilities while prioritizing top-notch privacy for users. Designed to comply with GDPR, CCPA, and COPPA right from the start, Blotout’s SDK leverages on-device, distributed edge computing to conduct analytics, messaging, and remarketing without compromising personal data, device identifiers, or IP addresses. Achieve comprehensive customer insights by measuring, attributing, optimizing, and activating customer data with total coverage. It is the only platform that seamlessly integrates the entire customer lifecycle by consolidating event data along with both online and offline sources. Cultivating a trustworthy data relationship with customers fosters loyalty and ensures adherence to GDPR and other international privacy regulations, thereby enhancing your brand's reputation.