CDP Lite Data Sources Needed

• CDP Lite Website Visitors subscription level uses the following data sources to develop audiences:
  • Existing audience data from the selected destination
  • Clarivoy web tag data
• CDP Lite Lead Submitters subscription level uses the following data sources to develop audiences:
  • Rolling 5 years of Sales (5 years historical + ongoing data feed moving forward)
  • Rolling 6 months (180 days) of CRM Leads (6 months historical + ongoing data feed moving forward)
• CDP Lite Sales Customers subscription level uses the following data sources to develop audiences:
  • Rolling 5 years of Sales (5 years historical + ongoing data feed moving forward)
  • Rolling 6 months (180 days) of CRM Leads (6 months historical + ongoing data feed moving forward)
• CDP Lite Service Targets subscription level uses the following data sources to develop audiences:
  • Rolling 5 years of Sales (5 years historical + ongoing data feed moving forward)
  • Rolling 6 months (180 days) of CRM Leads (6 months historical + ongoing data feed moving forward)
• CDP Lite All-In subscription level uses the following data sources to develop audiences:
  • Existing audience data from the selected destination
  • Clarivoy web tag data
  • Rolling 5 years of Sales (5 years historical + ongoing data feed moving forward)
  • Rolling 6 months (180 days) of CRM Leads (6 months historical + ongoing data feed moving forward)

CDP Enterprise Data Sources Needed

• CDP Enterprise has 1 subscription level: CDP Enterprise, which uses the following data sources:
  • Rolling 5 years of Sales (5 years historical + ongoing data feed moving forward)
  • Rolling 6 months (180 days) of CRM Leads (6 months historical + ongoing data feed moving forward)
  • Rolling 5 years of Service Closed ROs (5 years historical + ongoing data feed moving forward) from DMS
  • Rolling 5 years of Service Open Appointments (5 years historical + ongoing data feed moving forward) from scheduling software
  • TBD - Other sources