Retention Rate
Industry average: 50%
WHY IS OUR RETENTION RATE SO HIGH?
Scalable solutions
Industry specialists
Proven results
CLIENT SATISFACTION SCORE
Industry average: 72%
WHY IS OUR SATISFACTION SCORE SO HIGH?
Project management
ROI tracking
Diverse skillsets
“I have 16 years of industry experience, and WebFX is the best agency I’ve ever worked with.”
Flavia A, Review from Clutch.co
Rated 4.8/5 stars on G2
Rated 4.9/5 stars on Clutch
HIGHER NPS® SCORE THAN
Industry average: 16
WHY IS OUR NPS SO HIGH?
Turn-key solutions
Real business results
Consistent communication
Customer Data Platform (CDP) Consultants That Elevate Your ROI
Having a customer data platform (CDP) is crucial for leveraging your data. A CDP helps you collect, scrub, and organize your customer data, so you can use it to power your marketing campaigns and business strategy. But even the simplest CDPs can be difficult to figure out and use right — hence why it’s best to hire a customer data platform consultant like WebFX. CDP solutions can help ensure you’re maximizing use of every feature of your platform, so you can get the best ROI.
CDP consulting services that make data management a breeze
With our customer data platform services from WebFX, you’ll get everything you need to ensure you maximize your investment in your CDP. Here’s what our services include:
CDP setup
CDP setup
Once you decide on your CDP, the work isn’t done — it’s just beginning. You now have to set up your customer data platform, and do it correctly, so you can start importing and collecting valuable business data from your different channels.
If you don’t have experience with your CDP, it will cost you time (and subsequently money) to get it set up. You’ll also lose out on the value of your platform because you’ll have to spend more time getting it set up, which delays you from being able to leverage the platform sooner.
Instead of wasting time and money trying to get your CDP set up right, hire WebFX as your CDP consultant. We’ll get your platform set up and optimized so you can start collecting data and using it to power your campaigns.
Data unification
Data unification
One of the biggest challenges companies face is unifying the data they import. It’s not enough to add the data to your CDP and call it a day — you need to actively organize, classify, and unify your data to get a clear picture of what it means.
With WebFX as your CDP integrator, you’ll get a team of experts that can help you organize your data efficiently and effectively. We can help you import data from numerous sources to create a holistic view of your audience and their interactions with your business.
CDP consulting
CDP consulting
Understanding your customer data platform can be complicated. From figuring out how to import data to understanding data scrubbing, there’s a lot to learn. Knowing how to do all these tasks, though, is crucial for getting the most from your CDP.
With WebFX as your CDP integrator, we’ll help you leverage all the features your CDP offers. We can help you streamline your data uploading and processing to make it easy to uncover insights and leverage your data to power your marketing campaigns.
ROI tracking
ROI tracking
The data you collect in your CDP will fuel your marketing campaigns and provide crucial intel to your sales team. But how do you evaluate the return on investment (ROI) of these data-fueled campaigns?
With our CDP solutions, you’ll gain access to RevenueCloudFX, our client-exclusive software that helps you track your campaign ROI. You can directly see how your data-backed campaigns impact your company’s bottom line growth.
Learn more
Learn more
Transparent Pricing for Customer Data Platform
Bring the benefits of a customer data platform to your digital marketing efforts with WebFX’s customer data platform, built with our award-winning RevenueCloudFX technology. See it in-action by requesting a proposal today!
Customer Data Platform Starting At
via RevenueCloudFX
Technology for Smarter Marketing
RevenueCloudFX is our proprietary marketing software built to enable our client’s website strategies and digital campaigns.
With 20+ different features, this client-exclusive platform makes it easier than ever to track digital marketing performance and make strategic decisions.
20%
$500K+
1+ billion
20%
$500K+
1+ billion
FAQs about customer data platform consulting
What is a customer data platform?
You can think of a customer data platform’s architecture as a puzzle. The data platform is the bigger piece of a thousand-piece puzzle — it’s a storage area for data that comes from tons of different channels.
When you combine this data using customer data platform software, you’ll see trends and potential outcomes clearly, which allows you to make the best possible choices for your business.
In layman’s terms, you can picture a customer data platform like a puzzle.
It takes audience demographic data from a specific channel, like paid advertising (one piece of the puzzle), email information from an email client (another piece of the puzzle), and so on to create a complete puzzle.
A CDP takes data from all areas, compiles it into one system, and helps you make decisions based on how that data works together. When explained in this way, it’s easy to see how a customer data platform is especially beneficial in the marketing industry.
What does a CDP consultant do?
A CDP consultant is your guide when navigating through your CDP platform. They can help you get your CDP set up, organize your data, and ensure you’re maximizing all the features your CDP offers.
Do I need to invest in CDP solutions?
Unsure if investing in CDP solutions is the right move for you?
Consider this — if your platform isn’t set up correctly and optimized properly, you’re wasting money.
Many businesses will invest in a CDP but don’t have experience with setting it up. Then, after a few months, they don’t feel like it’s working and think it’s a failed investment. The reality is that it likely wasn’t set up properly, creating holes in the process and making the CDP inefficient.
When you’re investing your budget in a CDP, you want to ensure you’re doing it right and maximizing your investment. A CDP consultant will know how to optimize your platform to ensure you’re getting your money’s worth from it.
Explore WebFX Pricing for Customer Data Platform
Ready to start using a CDP? Contact us online!
Combines disjointed customer data into unified customer journeys enriched with additional purchased data fields for real-time audience segmentation Benchmark lift: 20% For audiences which sync to revenue driving marketing automation tools Bulk upload CRM closed lead data for reporting and deduplicate existing clients from new lead reporting Options such as MQL, SQL, Won/Lost to refine lead generation machines and audience segmentation Marketing + Sales CRM with Integrated Marketing Channel Attribution for Closed-Loop ROI Our proprietary CRM software that powers over $600 million in annual sales for clients Connect with your CRM contacts with 1-to-1 via text messages. Included # of outbound SMS/month for each Nutshell seat Onboarding with a Nutshell CRM Subject Matter Expert (SME) from the Nutshell team will provide demos, build CRM workflow/pipeline stages. The set up, ongoing monitoring, & debugging of data pipelines to send offline conversions to Google, YouTube Ads, Bing, and/or Microsoft Ads to improve their machine learning algorithm for your campaigns, saving you ad spend budget and accelerating new customer acquisition. (Minimum of 25-30 conversions per month needed) The set up, ongoing monitoring, & debugging of data pipelines to send contacts to Google, YouTube Ads, Bing, and/or Microsoft Ads to create lookalike and/or custom audiences. (Minimums differ per platform, but typically 1,000 active contacts are needed to use an audience) Bidirectional CRM connection to append marketing data [4 fields total: source, medium, utm_parameters, and notes (to include: entry page, link to full lead journey/call transcript)] to CRM leads, and query back lead status and revenue for Customer360FX Contacts and Automated Audiences Bidirectional CRM connection to create New leads in CRM tracked by RevenueCloudFX, and query back lead status + revenue for Customer360FX and Automated Audiences Additional data connectors such as supported LiveChat, Paid Advertising, & Ecommerce platforms that sync data into RevenueCloudFX Additional data connectors such as supported LiveChat, Paid Advertising, & Ecommerce platforms that sync data between RevenueCloudFX and the original Martech tool. Additional data connectors for supported ERPs + Accounting systems such as NetSuite, Sage, Quickbooks, FreshBooks, Clover, etc. Data pipeline consultant and engineering time spent building new pipelines or customizing existing IntegrationsFX data pipelines for custom client requirements. Identity resolution for B2B visitors with basic data enrichment to support sales teams and smarter marketing automation campaigns Benchmark lift: 20% 3rd party data purchased from leading providers to enrich missing or incomplete firmographic data points such as Location, Industry, Number of Employees, Domain and Annual Sales. Access professional profiles, including job title, work experience, education, LinkedIn profile, etc. Includes The ability to export resolved professional contacts. Contact info for ICPs working at the companies that visit your website. Average match rate of ~35% of resolved from anonymously resolved companies visiting your website, who have buying intent ProspectorFX allows you to search and filter for prospective new customers from a database of over 400 million profiles based on your ideal customer persona. Use credits to reveal the phone, email, and social touchpoints of your most desired matches. Omnichannel lead journey tracking and scoring for form submissions, live chats, and microconversions. Automatically filters leads from blacklisted IP addresses Close more leads in less time with lead scoring customized to your business Automated call tracking + recording for ROI measurement Channel-specific call tracking numbers Caller location for Automated Audience Creation Enhanced firmographic + demographic data for Automated Audience Creation such as age, employer, occupation, home value, social media profiles, etc. Caller and agent sentiment analysis and intent powered by Google AI Enhanced firmographic and demographic data to enrich incoming leads (including list uploads) for sales support and marketing segmentation. LeadScorerFX Pro utilizes data Enrichment fields for Enhanced lead scoring calculations and measurements. ROI + CPL Dashboarding with automated ad spend tracking for cost per lead analysis per MROI Channel Multi-device programmatic advertising based on CRM and visitor data Benchmark lift: 8% increase in closed sales Competitor website changes tracking and strategy monitoring Location data accuracy reports for increasing maps visibility Benchmark lift: 12% increase in local leads On-demand email sending with real-time audience syncing from Customer360FX Benchmark lift: 16% increase in leads Drag n drop page builder to rapidly deploy high converting landing pages Benchmark lift: 11% increase in leads Real-time insights to which content types provide the highest value for your website. IBM Watson-powered, SEO content creation and evaluation tool to outrank competitors Benchmark lift: 10% increase in organic traffic User intent for content marketing search engine ranking analysis powered by IBM Watson Benchmark lift: 8% increase in organic traffic Customize demographic & firmographic audience journeys Benchmark lift: 11% increase in conversions Boost your online credibility and local leads, and gain visibility to customer experiences through this review collection software.
Features Foundation Data Professional Innovator Innovator VIP
Customer Data Platform
Customer360FX Unified Customer Journeys + Automated Segmentation ✓ ✓ ✓ ✓
First-Party Data Profiles Up to 20,000 contacts / 160,000 emails/mo Up to 50,000 contacts / 400,000 emails/mo Up to 100,000 contacts / 800,000 emails/mo Up to 250,000 contacts / 2,000,000 emails/mo
CSV Upload ✓ ✓ ✓ ✓
Lead Statuses ✓ ✓ ✓ ✓
Nutshell Pro 10 Pro Nutshell seats 20 Enterprise Nutshell seats 40 Enterprise Nutshell seats 80 Enterprise Nutshell seats
150 outbound SMS per user, for a shared pool of up to 1,500 per month for your 10 users 150 outbound SMS per user, for a shared pool of up to 3,000 per month for your 20 users 150 outbound SMS per user, for a shared pool of up to 6,000 per month for your 40 users 150 outbound SMS per user, for a shared pool of up to 12,000 per month for your 80 users
Nutshell Onboarding
Up to 4 hours of CRM Onboarding Support & Consulting Up to 4 hours of CRM Onboarding Support & Consulting Up to 6 hours of CRM Onboarding Support & Consulting Up to 12 hours of CRM Onboarding Support & Consulting
SchedulerFX automated calendar booking system Up to 10 Calendars Up to 20 Calendars Up to 40 Calendars Up to 80 Calendars
– IntegrationsFX Conversion Based Smart Bidding Available to WebFX Paid Search Clients Available to WebFX Paid Search Clients Available to WebFX Paid Search Clients Available to WebFX Paid Search Clients
– IntegrationsFXLookalike + Custom Audiences Continually Updated Available to WebFX Paid Search Clients – Up to a total of 15 audiences Available to WebFX Paid Social Clients – Up to a total of 30 audiences Available to WebFX Paid Social Clients – Up to a total of 50 audiences Available to WebFX Paid Social Clients – Up to a total of 100 audiences
– IntegrationsFX CRM: Attribution, Closed-Loop Reporting, and Audience Segmentation ✓ ✓ ✓ ✓
– IntegrationsFX CRM: New Contact Creation ✓ ✓ ✓
IntegrationsFX: Additional Unidirectional Data Pipelines
Up to a total of 2 Unidirection IntegrationsFX Data Pipelines
Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines
Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines
Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines
IntegrationsFX: Additional Bidirectional Data Pipelines Yes – Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines Yes – Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines Yes – Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines
– IntegrationsFX ERP Closed-Loop Reporting + Audience Segmentation Yes – Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines [Excludes Enterprise ERP Integrations] Yes – Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines [Excludes Enterprise ERP Integrations] Yes – Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines including Enterprise ERPs such as Oracle E-Business Suite, SAP, ADP Wisely, and Microsoft Dynamics Business Central
– IntegrationsFX | Data Warehouse Synchronization Integration: AWS Redshift, Snowflake, BigQuery, etc By Quote
Pipeline Consulting & Engineering Time Up to 25 hours / year Up to 50 hours / year
Measurement, Insights + ROI
CompanyTrackerFX ✓ ✓ ✓ ✓
– Standard Company Enrichment ✓ ✓ ✓ ✓
New Contact & Prospect Lookup (Monthly Credits) Total of 10 credits per month
(5 for ProspectorFX & 5 for CompanyTrackerFX Pro) Total of 300 credits per month
(Flexible allocation between ProspectorFX & CompanyTrackerFX Pro) Total of 800 credits per month
(Flexible allocation between ProspectorFX & CompanyTrackerFX Pro) Total of 2,000 credits per month
(Flexible allocation between ProspectorFX & CompanyTrackerFX Pro)
– CompanyTrackerFX Pro: Employee Resolution ✓ ✓ ✓ ✓
– ProspectorFX: Contact & Company Search ✓ ✓ ✓ ✓
LeadManagerFX ✓ ✓ ✓ ✓
Advanced Spam Filtering ✓ ✓ ✓ ✓
LeadScorerFX Standard ✓ ✓ ✓ ✓
CallTrackerFX: Tracked Monthly Calls 1,250 calls tracked / mo 2,500 calls tracked / mo 5,000 calls tracked / mo 10,000 calls tracked / mo
CallTrackerFX: Unique Call Tracking Numbers 25 unique numbers 50 unique numbers 75 unique numbers 150 unique numbers
Standard Call Enrichment ✓ ✓ ✓ ✓
Enterprise Call Enrichment ✓ ✓ ✓
AIConversationsFX 
✓ ✓ ✓ ✓
DataEnrichmentFX: Enriched Contacts & Leads ✓ ✓ ✓ ✓
– Contact & Lead Enrichment: Web Leads, Callers, Contacts, & Email Lists (Monthly Enrichments) Up to 2,000 enrichments / mo Up to 5,000 enrichments / mo Up to 15,000 / mo Up to 40,000 / mo
– B2B-to-B2C Secondary Email Resolution & B2C-to-B2B Secondary Email Resolution ✓ ✓ ✓ ✓
– B2C CallTrackerFX Leads: Reverse Phone # Lookup ✓ ✓ ✓ ✓
LeadScorerFX Pro ✓ ✓ ✓
MROIDashboardFX ✓ ✓ ✓ ✓
Revenue Acceleration & Forecasting
AdTechFX Yes – Available for WebFX Paid Search and Paid Social Clients Yes – Available for WebFX Paid Search and Paid Social Clients Yes – Available for WebFX Paid Search and Paid Social Clients Yes – Available for WebFX Paid Search and Paid Social Clients
PlaybookFX
Big data insights & PredictionGeniusFX forecasts identify the most effective path for revenue growth✓ ✓ ✓ ✓
CompetitorSpyFX: Up to 5 Competitors Tracked ✓ ✓ ✓ ✓
LocalFX ✓ ✓ ✓ ✓
EmailMarketingFX Sending to up to 20,000 Contacts, with unlimited emails sent to each Contact, included in plan Sending to up to 50,000 Contacts, with unlimited emails sent to each Contact, included in plan Sending to up to 100,000 Contacts, with unlimited emails sent to each Contact, included in plan Sending to up to 250,000 Contacts, with unlimited emails sent to each Contact, included in plan
FunnelsFX ✓ ✓ ✓ ✓
ML, Smarter Content & Buyer Journey
ContentAnalyticsFX ✓ ✓ ✓ ✓
ContentGeniusFX ✓ ✓ ✓ ✓
DeepLearningFX 5 reports / mo 10 reports / mo 25 reports / mo Unlimited reports
PersonalizeFX Up to 15 demographic, firmographic, or audience segments can be personalized Up to 30 demographic, firmographic, or audience segments can be personalized Up to 60 demographic, firmographic, or audience segments can be personalized Unlimited demographic, firmographic, or audience segments can be personalized
ReviewAccelerationFX Up to 3 locations Up to 5 locations Up to 10 locations Up to 25 locations
Personalized Onboarding & Martech Strategy
Contacts imported from legacy software systems ✓ ✓ ✓ ✓
Onboarding + performance implementation w/ Strategic Martech Specialist 3 calls during first year onboarding
and up to 10 hours of consulting, auditing, implementation and setup 3 calls during first year onboarding
and up to 15 hours of consulting, auditing, implementation and setup 4 calls during first year onboarding
and up to 20 hours of consulting, auditing, implementation and setup 4 calls during first year onboarding
and up to 30 hours of consulting, auditing, implementation and setup
Annual Martech Specialist Consultations 1 / year 2 / year 4 / year 4 / year
On-going Data Architect Support Queue Access Up to 4 hours / year Up to 6 hours / year Up to 12 hours / year Up to 20 hours / year
Dedicated Martech Expert ✓ ✓ ✓ ✓
Execution of Martech FuelFX Assets 3 per quarter / 12 per year
Standard Monthly Licensing Cost $675 $1,175 $2,500 $4,975
Existing Monthly Customer Cost $600 $975 $2,250 $4,475
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WebFX Agency Rating
4.9/5
based on over 550 third-party reviews
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