Data-Driven Marketing with SAP CDP: A Comprehensive Guide

Categories SAP

Embark on a journey to harness the power of customer data with Proximsoft’s SAP CDP course. Crafted by industry experts, this program provides you with the knowledge and skills to leverage Customer Data Platforms (CDP) effectively. Whether you’re new to CDP or looking to enhance your expertise, our course offers a deep dive into SAP CDP functionalities. Get ready to unlock valuable insights, personalize customer experiences, and drive business growth with SAP CDP.

Why Learn SAP CDP?

  • SAP CDP empowers businesses to centralize and unify customer data, enabling personalized and targeted marketing campaigns.
  • Unlock actionable insights into customer behavior, preferences, and engagement patterns with SAP CDP’s advanced analytics capabilities.
  • Optimize marketing spend and ROI by leveraging real-time customer data for precise targeting and segmentation.
  • Enhance customer experiences across all touchpoints by delivering relevant and timely messages tailored to individual preferences.
  • Stay ahead of the competition by mastering SAP CDP, a transformative tool in the era of data-driven marketing and customer engagement.
Mode of TrainingOnline live Interactive sessions
Duration of the Training6 weeks
Training duration per day 60 – 90 min session
Software AccessSoftware will be installed/server access will be provided, whichever is possible
Training MaterialsSoft copy of the material will be provided during the training 
Training feeDepends on the Requirement
Resume Preparation Yes, at the end of the course based on the JD
Interview PreparationYes, by sharing some FAQ’s
Mock callsYes, 2 Technical Mock calls 
Internship Project Yes
CertificationYes, at the end of the training
JOB Assistance Yes
JOB SupportYes
  
Weekdays6AM -2 PM EST & 6-11:30 PM EST (student can pick any  1 hr)
Weekends8 AM – 12 PM EST (student can pick any 2 hrs)

What I will learn?

  • Introduction to Customer Data Platforms and their role in modern marketing.
  • Components of SAP CDP, including tables, relationships, enrichments, activities, measures, and segments.
  • Use cases for SAP CDP, including personalized marketing, customer segmentation, and real-time engagement.
  • Data ingestion strategies and real-time updates in SAP CDP.
  • Data transformation, cleansing, and loading using Power Query connectors.
  • Configuring incremental refreshes and scheduled updates for data sources.
  • Data unification techniques, including resolving duplicates, matching conditions, and unifying customer fields.
  • Creating customer profiles through data unification and cluster analysis.
  • Configuring search and filter indexes for efficient data retrieval.
  • Establishing relationships between customer data entities and creating activities based on these relationships.

Course Content

Design Dynamics 365 Customer Insights solutions

Describe Customer Insights

– Describe Customer Insights components, including tables, relationships, enrichments, activities, measures, and segments
– Describe support for near real-time updates
– Describe support for enrichment
– Describe the differences between individual consumer and business account profiles

Describe use cases for Customer Insights

– Describe use cases for Dynamics 365 Customer Insights
– Describe use cases for extending Customer Insights by using Microsoft Power Platform components
– Describe use cases for Customer Insights APIs
– Describe use cases for working with business accounts

Ingest data into Customer Insights

Connect to data sources

– Determine which data sources to use
– Determine whether to use the managed data lake or an organization’s data lake
– Attach to a Microsoft Dataverse data lake
– Attach to Azure Data Lake Storage
– Ingest and transform data using Power Query connectors
– Attach to Azure Synapse Analytics
– Describe real-time ingestion capabilities and limitations
– Describe benefits of pre-unification data enrichment
– Ingest data in real-time
– Update Unified Customer Profile fields in real-time

Transform, cleanse, and load data by using Power Query

– Select tables and columns
– Resolve data inconsistencies, unexpected or null values, and data quality issues
– Evaluate and transform column data types
– Transform table data

Configure incremental refreshes for data sources

– Identify data sources that support incremental updates
– Configure incremental refresh
– Identify capabilities and limitations for scheduled refreshes
– Configure scheduled refreshes and on-demand refreshes

Create customer profiles through data unification

Select source fields

– Select Customer Insights tables and attributes for unification
– Select attribute types
– Select the primary key

Remove duplicate records

– Deduplicate enriched tables
– Define deduplication rules
– Review deduplication results

Match conditions

– Specify a match order for tables
– Define match rules
– Define exceptions
– Include enriched tables in matching
– Configure normalization options
– Differentiate between basic and custom precision methods

Unify customer fields

– Specify the order of fields for merged tables
– Combine fields into a merged field
– Combine a group of fields
– Separate fields from a merged field
– Exclude fields from a merge
– Change the order of fields
– Rename fields
– Group profiles into Clusters

Review data unification

– Review and create customer profiles
– View the results of data unification
– Verify output tables from data unification
– Update the unification settings

Configure search and filter indexes

– Define which fields should be searchable
– Define filter options for fields
– Define indexes

Configure relationships

– Create and manage relationships
– Create activities by using a new or existing relationship
– Create activities in real-time



Course level:All Levels
Course Duration: 30h

Requirements

  • Basic understanding of marketing concepts and customer relationship management.
  • Familiarity with data analysis and visualization tools.

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    FAQ'S

    SAP CDP enables marketers to centralize customer data, unlock valuable insights, and deliver personalized experiences, resulting in improved campaign effectiveness and customer engagement.
    Yes, SAP CDP offers scalable solutions suitable for businesses of all sizes, providing flexibility and adaptability to meet diverse marketing needs and objectives.
    Our course content includes hands-on exercises and real-time case studies, ensuring a practical learning experience that prepares you for real-world marketing challenges.
    Yes, SAP CDP can be seamlessly integrated with other marketing tools and platforms, allowing for enhanced data-driven marketing strategies and cross-channel campaigns.

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