Martech Therapy: CDP strategy and agentic AI

Contextual CDPs

Which context wins when two systems disagree about your customer?

Two systems calculate lifetime value differently and nobody has said which counts. I tried to score that in my context audit and broke my own rubric.

Back in June, while writing about composable CDPs, I asked a question and then, like a distracted person, walked straight past it.

When two systems disagree about something like a customer's email opt-in status, which value wins, and is that rule written down anywhere?

I gave it one line of answer. In packaged systems the vendor sorts it out for you, in composable systems the work goes to your data team. Both true, but neither one tells you which number is right. That has bothered me on and off ever since.

Composable CDP, translated for marketers

Composable CDP

Martech contracting

Is Martech work slowing down?

Five conversations, one pattern. What actually slowed martech contract work, what AI changed, and the review problem nobody has priced.

I recently returned from my holiday without some magical Martech insight. What I did pick up was a plethora of LinkedIn posts and private messages from people who have been let go from their positions, or who are sharing their experiences of a perceived drop in Martech-related contract work.

And an announcement from my friend Daniel Heer. More about that later.

In total, a handful of conversations over the last few months, from three different parts of this industry, all describing the same thing.

I will try to tell the story, using some light-hearted references to one of

Identity Resolution

Identity Resolution: a practitioner's guide to who owns the match

Identity resolution is a set of business decisions about who counts as the same person. Five approaches, and what each one costs you in ownership.

In part 4 of the Agentic CDP series I made a claim and then moved on rather quickly.

Identity resolution stops being a data-team hygiene project and becomes a precondition for anything agentic being trusted with a budget.

That deserved more than the paragraph it got, so here is the longer version.

Your agentic CDP will optimize whatever you measure

Every agentic CDP will be sold on goals-based marketing. That assumes a goal an agent can chase and a signal fast enough to learn from. Most teams have neither.

Martech Therapy: CDP strategy and agentic AIMatthew Niederberger

Agentic CDP

Your agentic CDP will optimize whatever you measure

Every agentic CDP will be sold on goals-based marketing. That assumes a goal an agent can chase and a signal fast enough to learn from. Most teams have neither.

The last dimension on the scorecard in part 3 was goal and measurement fit.

Can the tool take the goals and the clean signal you can actually give it?

I saved it for its own part because it is the dimension the entire category rests on, and the one where the distance between the pitch and the average marketing team is widest. And it bears the roots of my entire post-military career.

Every vendor is selling you goals-based marketing

Before we jump into the deep end, let's briefly look past the architecture arguments, and you will see

Agentic CDP

How to evaluate an agentic CDP on your own

Vendor litmus tests are built so the vendor wins. A fit-to-need scorecard for evaluating an agentic CDP, where different tools win for different buyers.

In part 1 I showed you a scorecard.

It was the five-point "litmus test" on cdp.com, the page that ranks first when you search for an agentic CDP, written by Treasure AI's CEO, and it scored Treasure AI five out of five and its rivals one and two.

That test is not

Customer Data Platform

Right-time marketing and the speed of context decay

"Real-time" hides three different clocks. What it means from a data warehouse, why context decay is the real metric, and where five CDPs draw the line.

Every customer data vendor sells real-time. It's on the homepage, in the demo, in the answer to question fourteen of that RFP in front of your nose. The word carries a lot of weight, yet most of that weight stays out of view.

Ask what real-time actually means once the data lives in a warehouse, and that single word splits into three separate jobs that you can remember with the CDP acronym, too.

The first is collect: getting an event into the system at all. A click, a purchase, a page view, arriving through an SDK, a

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Every vendor is selling you goals-based marketing