Best Customer Data Platforms (CDP) for Salesforce

Your data warehouse is your source for truth about customer data. Hightouch syncs these data to the tools your business relies on. Your sales, marketing, customer success and customer service teams will have a 360@ view on the customer through the tools they trust. Eliminate tedious data requests. Hightouch operationalizes data warehouses to make analytics real. Better data can drive growth. Personalized campaigns can be run across all channels, including email, push, ads, and social media. You don't need engineering favors to iterate. Improved data can increase revenue. Target leads with custom PQL or MQL models. Sync one view of the customer with your CRM. Better data will prevent churn. Your CS CRMs should have a 360-degree view of your customers. You can use customer data to identify customers at risk. Your data warehouse contains all of your data. Analytics is just the beginning. Hightouch makes your data warehouse operational by empowering you with SQL to sync data to any SaaS platform.

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.

DealSignal offers up-to-date, reliable, and verified B2B data designed to enhance the efficiency and effectiveness of sales and marketing teams. With the ability to precisely identify the ideal buyers, tailor your communications, and boost conversion rates, the DealSignal platform opens doors to a vast network of over 600 million global companies and contacts, featuring more than 100 data points. These include comprehensive profiles for accounts and contacts, confirmed email addresses, corporate and direct phone numbers, social media links, and mailing addresses, all maintaining an impressive accuracy rate of over 97% and a total data guarantee. By optimizing your lead scoring and routing processes, speeding up sales follow-up times, and personalizing interactions, you can significantly improve conversion outcomes. The foundation of enhanced sales and marketing success lies in superior data quality. Additionally, DealSignal automates the refreshing, enriching, and reverifying of data according to a set schedule, eliminating the inefficiency associated with manual research. Create targeted lists of key decision-makers that enable effective multi-channel campaigns and outreach strategies, ensuring higher conversion rates and accelerated pipeline development. In a competitive landscape, leveraging accurate data becomes essential for sustained growth and success.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

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.

Connect your data, segment your audience, provide seamless experiences, and track your success easily. No-code integrations allow you to integrate data from finance, marketing, sales, support, and product into one customer profile. This will reveal the actions that are most important to your business. Segmentation is a powerful tool that allows you to target audiences using any combination of demographic, firmographic and behavioral data as well as transactional data. The right message to the right person at the right moment, the right time. Hyper-personalized omnichannel experiences that connect with your audience across the entire customer journey are a great way to connect with them. Intelligent automation that feels human. Data should make decisions easier, not more difficult. Your entire team can make data-driven decisions by using visual analytics and reports that provide insight, while custom dashboards keep you on track.

CustomerLabs CDP, a cloud-based digital marketing platform, helps agencies, SaaS, and Ecommerce marketers track, identify segment, sync, sync, and analyze their customer data. The platform allows marketers to create personalized campaigns across channels and without any developer dependency. Track and collect customer data from your website, app CRM, email, service, and offline channels. Identity resolution allows you to map anonymous users across platforms and gain a 360-degree view of your customers. To trigger timely messages across channels, create customer segments based upon behavior, demographics, and user traits. This customer data can be seamlessly synchronized with your existing marketing tools, such as Google Analytics and Google Adwords. CustomerLabs CDP allows you to capture accurate customer data and support your marketing decisions.

Empower clients to chart their own course with the capabilities of SAP Marketing Cloud, ensuring that your CRM objectives are met. Increase revenue by allowing customers the opportunity to explore, connect, and purchase at their leisure. Enhance your marketing team's efficiency by utilizing comprehensive insights into customer preferences and requirements. Merge experiential and operational information to create a unified and detailed perspective of your clientele. Break down silos within your organization to fully leverage the potential of customer data. Acquire a deeper understanding of customer motivations to foresee their actions and preferences. Quickly spot emerging trends and uncover niche customer segments to effectively tailor your marketing approach. Strengthen customer loyalty and foster meaningful relationships through improved insights and responsiveness. Employ real-time business intelligence for speedy evaluations and assured decision-making throughout the organization, all while enhancing customer satisfaction and refining your marketing effectiveness. By doing so, you will not only enrich customer experiences but also position your business for sustained growth.

K2View believes that every enterprise should be able to leverage its data to become as disruptive and agile as possible. We enable this through our Data Product Platform, which creates and manages a trusted dataset for every business entity – on demand, in real time. The dataset is always in sync with its sources, adapts to changes on the fly, and is instantly accessible to any authorized data consumer. We fuel operational use cases, including customer 360, data masking, test data management, data migration, and legacy application modernization – to deliver business outcomes at half the time and cost of other alternatives.

Boost your efficiency, expedite your sales pipeline, and unlock unprecedented revenue potential with ZoomInfo Sales. Create a comprehensive account universe tailored to your Ideal Customer Profiles and connect with decision-makers using an expansive B2B contact database featuring over 65 million direct dial numbers and more than 150 million verified email addresses. Pinpoint and engage prospects early in their purchasing journey by monitoring companies that are actively researching solutions similar to yours online. Discover and reach out to decision-makers from organizations that have shown interest in your business website. Assess customer communications, including calls, meetings, and emails, to implement process enhancements that positively affect your financial outcomes. Develop and implement multi-touch sales strategies utilizing our integrated phone dialer and email solution. Accelerate your sales cycle with ZoomInfo Chat, a user-friendly, data-driven chatbot tool designed for efficiency. Additionally, establish real-time lead notifications to interact with the most suitable buyers, or automate the lead qualification process to allow your internal team to focus on high-impact activities. With these tools, you'll not only streamline operations but also create a more agile sales environment.

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.

RudderStack is the smart customer information pipeline. You can easily build pipelines that connect your entire customer data stack. Then, make them smarter by pulling data from your data warehouse to trigger enrichment in customer tools for identity sewing and other advanced uses cases. Start building smarter customer data pipelines today.

Indicative is used by product managers, marketers, and business analysts to increase customer engagement, retention, and conversion. Indicative connects all your customer data sources and synthesizes them into a complete view. This gives you the actionable insights that you need to grow your customer base, build great products, and increase your sales. Indicative's free plan allows you to access the robust behavioral analytics platform and up to 1 billion user actions per month.

SalesDirector.ai, a revenue data platform for B2B sales organizations, captures and delivers intelligent sales data and analytics to all revenue stacks. We collect email and calendar data from sales rep activity, and cross-reference that data with CRM data to provide predictive insights about their pipelines and behavior. These insights can be delivered directly to their CRM, or visualized in their favorite BI software (Tableau, Domo Google Data Studio, Power BI, Power BI, or Einstein Analytics). These predictive insights can help sales organizations optimize their opportunity pipelines, increase win-rates, and power their entire revenue stream with reliable, intelligent sales data. Leading companies such as MongoDB and JD Power, Digital Map and Wicresoft use SalesDirector.ai.

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.

Enhance your customer interactions by gathering real-time user behavior data, enabling you to deliver tailored messages and suggestions to your audience. With Fulcrum, you can craft immediate experiences that boost customer engagement, foster brand loyalty, and elevate conversion rates. This platform caters to digital agencies, marketing teams, sales divisions, and more, simplifying the process of segmenting customers for personalized experiences across various marketing channels. For instance, Fulcrum can offer content recommendations that not only connect customers to your brand but also help maintain their loyalty over time. Additionally, by personalizing campaign experiences in real-time, Fulcrum creates more relevant interactions that enhance conversions through an automated workflow. Leveraging AI, Fulcrum effectively identifies and engages both known and anonymous users, driving deeper engagement and improving conversion outcomes. This innovative approach empowers businesses to adapt swiftly to customer needs and preferences, ultimately leading to a more successful marketing strategy.

Open up your data warehouse and execute SQL queries to synchronize the outcomes with the applications your team utilizes. Establish connections with databases such as Postgres, MySQL, Snowflake, Redshift, and SQL Server. Transfer data to platforms where your team operates, including Google Sheets, Excel, Slack, and email. You can also set your queries to execute at intervals of every hour, day, week, or even every five minutes, ensuring that your data remains consistently current. Collaborate with your peers by sharing, tagging, and exploring code created by team members, which prevents the need to rewrite code that has already been optimized by others. Use Snippets to share compact, reusable SQL components with your team, which can be particularly useful for automating tasks like date formatting or defining metrics. Additionally, imagine receiving an up-to-date Wall Street Journal article relevant to your company, seamlessly refreshed and sent to your inbox each day, keeping you informed without any extra effort. This streamlined process not only enhances productivity but also fosters collaboration and knowledge sharing among team members.

Eliminate the hassle of analyzing fragmented data from multiple sources to identify opportunities for revenue growth and churn risks. Instead, consolidate your product, customer, and subscription information within journy.io to uncover the ideal customer profiles along with their preferred features, enabling you to interact effectively with the most promising accounts and users. Gain profound insights into the key data points and usage patterns that significantly influence acquisition, conversion, expansion, and churn rates. Activate automated playbooks tailored to specific users from both promising and less promising accounts to achieve your desired goals in conversion, expansion, and retention. Additionally, refine these strategies continuously to enhance effectiveness. Streamline your engagement processes by integrating with third-party applications, leveraging real-time, live-synced product data. journy.io can initiate email drip campaigns, generate sales tasks within your CRM, launch in-app onboarding sequences, or send notifications to your team via Slack, ensuring that your engagement efforts are coordinated and timely. By utilizing these capabilities, you can create a more cohesive and efficient approach to customer interaction.

Untitled AI is a cutting-edge audience targeting platform designed to help brands scale marketing efforts through AI-generated, high-performing customer segments. It identifies and converts hidden website visitors, enabling marketers to target those with high purchase intent across emails and ad campaigns. The platform reduces wasted ad spend by providing detailed demographic data and syncing audience segments with popular marketing tools. Untitled AI offers identity resolution and real-time activation to deliver precise targeting and improve campaign ROI significantly. Customers have seen up to a 37% decrease in cost per acquisition and a 4x return on ad spend. Its compliance with privacy regulations such as CCPA and GDPR ensures data safety and trust. The platform integrates with over 150 marketing tools, making it flexible for diverse business needs. Untitled AI’s success stories span industries from eCommerce to auto dealerships and agencies.

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.

Lytics, the customer-data platform designed for marketers, harnesses the power of first-party information to understand your customers' needs. Lytics' decision engine uses machine-learning to understand your customers' needs. This helps marketers deliver timely, relevant communications across multiple channels. Lytics AI will help you identify the levers that can be pulled to increase results and improve ROI. Engage customers with personalized messages and targeted campaigns that are tailored to their needs. Maximize your impact by predictive marketing strategies that are shaped by the actions of your customers, not your assumptions.