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Certified Automotive Marketer Course

Customer Data Platforms: Planning and Implementation

With Brian Pasch
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Learning Lab Overview:

This mentoring program is designed for dealership managers and executives who would like to learn the best approach for planning and implementing a Customer Data Platform (CDP). There are 15+ CDPs specific to automotive and another 20+ CDPs for larger dealer groups. Get the right plan in place before deciding which vendor to choose by participating in the program.

What You’ll Learn

  • Grasp the three CDP frameworks and choose the right one for you.
  • Explore identity resolution in CDPs for better personalization and updates.
  • Learn to map out data inputs for your dealership’s CDP investment.
  • Identify key vendors and methods for efficient data integration.
  • Develop CDP use cases for improving Variable & Fixed Ops.
  • Use CDPs to enhance website engagement and customer loyalty.
  • Assess the accuracy of your DMS data and its impact on CDP efficiency.
  • Evaluate data hygiene partners for seamless CDP integration.
  • Create a cost-effective data hygiene framework to maintain CDP accuracy.
  • Utilize existing tools for effective in-house data hygiene practices.
  • Gain insights from dealer case studies on CDP implementation success.
  • Forge a robust customer data strategy informed by expert feedback.
  • Choose the best CDP partner aligning with your business and tech needs.

Details

Live Session Date

June 4, 2024

Live Session Time

2:00pm - 4:00pm

Event Day

Tuesday - Day 3

Live Session Room

Room 401

Beginner Lesson - Virtual

March

Intermediate Lesson - Virtual

April

Expert Lesson - Virtual

May

$595

All Learning Labs are included
with purchase of a DMSC ticket

Total Duration

3.5 - 4.5+ hours

Skill Level

Beginner - Expert

Lesson Format

Hybrid Learning

Course Completion

Certified User

Virtual Lesson 01

What is a CDP and How Do They Work?

In this workshop I will review the fundamentals of first-party data management and how CDP assist dealers with keeping a consolidated view of every customer and prospect. This lesson should be viewed by all dealership leaders enrolled in the Lab regardless of your experience level, so we can ensure we are all using the same terminology and implementation mindset.

Takeaways From This Lesson:

  • Understand the three common frameworks for CDPs and how to pick the right one for your business
  • Learn about identity resolution technology and how it supports online updates and personalization using a CDP
  • Build the skills to create a diagram that displays all the data inputs for your dealership’s potential CDP investment 
  • Identify which vendors need to be approached for data integration conversations and the best methods for data exchange

Beginner

Releases in March

Virtual Lesson 02

Developing Use Cases to 10x CDP Investments

The work and costs to create a sustainable CDP platform must be justified to the dealership’s executive team. In this lesson we will review how to identity, document, and present use cases that will pay for the CDP investment 10x.

Takeaways From This Lesson:

  • Establish business use cases for a CDP to enhance variable operations
  • Establish business use cases for a CDP to enhance fixed operations
  • Establish business use cases to enhance and personalize your online website presence
  • Establish business use cases to enhance customer loyalty

Intermediate

Releases in April

Virtual Lesson 03

Audiences and Marketing Automation

In this lesson, the focus is on understanding audience nuances and leveraging marketing automation for enhanced efficiency. The limitations of traditional data handling methods, like emailing CSV files, are highlighted, advocating instead for real-time audience connections through CDPs. The lesson underscores the dynamic nature of audiences and their direct integration with various marketing platforms. Additionally, automated rules for audience membership management, such as adding engaged website visitors and removing recent purchasers, are discussed. Identity resolution and real-time data updates emerge as critical components for effective audience management and campaign relevance.

Takeaways From This Lesson:

  • Implement secure and efficient data handling methods beyond emailing CSV files
  • Utilize Customer Data Platforms (CDPs) to establish real-time audience connections across marketing platforms
  • Dynamically update audiences based on customer behavior to ensure timely and relevant marketing
  • Set up automated rules to govern audience membership, including adding engaged website visitors and removing recent purchasers
  • Prioritize identity resolution and real-time data updates to enhance audience management and campaign effectiveness

Expert

Releases in May

In-Person Lesson

Tracking Website Shopping Activities with ASC Events in GA4

The CDP will need to ingest all of the critical shopping actions which a consumer takes on your websites. Google Analytics and the specification created by the Automotive Standards Council (ASC) provides the framework for the CDP to get all the shopping signals in a uniform way, regardless of website platforms.  These shopper events can also be used to create marketing audiences, which will be discussed in this module but also again a module dedicated to building consumer journey audiences.

Takeaways From This Lesson:

  • How is Google Analytics involved in a CDP project
  • Why is the ASC specification for GA4 important for ingesting shopper website events?
  • How to inspect your website for iframe tools which need to send data to GA4
  • How events help you to create real-time audiences for marketing and personalized communications.

Certification

Live Lab kicks-off on June 4, 2024

Virtual Lesson 01

What is a CDP and How Do They Work?

In this workshop I will review the fundamentals of first-party data management and how CDP assist dealers with keeping a consolidated view of every customer and prospect. This lesson should be viewed by all dealership leaders enrolled in the Lab regardless of your experience level, so we can ensure we are all using the same terminology and implementation mindset.

Takeaways From This Lesson:

  • Understand the three common frameworks for CDPs and how to pick the right one for your business
  • Learn about identity resolution technology and how it supports online updates and personalization using a CDP
  • Build the skills to create a diagram that displays all the data inputs for your dealership’s potential CDP investment 
  • Identify which vendors need to be approached for data integration conversations and the best methods for data exchange

Beginner

Releases in March

Virtual Lesson 02

Developing Use Cases to 10x CDP Investments

The work and costs to create a sustainable CDP platform must be justified to the dealership’s executive team. In this lesson we will review how to identity, document, and present use cases that will pay for the CDP investment 10x.

Takeaways From This Lesson:

  • Establish business use cases for a CDP to enhance variable operations
  • Establish business use cases for a CDP to enhance fixed operations
  • Establish business use cases to enhance and personalize your online website presence
  • Establish business use cases to enhance customer loyalty

Intermediate

Releases in April

Virtual Lesson 03

Audiences and Marketing Automation

In this lesson, the focus is on understanding audience nuances and leveraging marketing automation for enhanced efficiency. The limitations of traditional data handling methods, like emailing CSV files, are highlighted, advocating instead for real-time audience connections through CDPs. The lesson underscores the dynamic nature of audiences and their direct integration with various marketing platforms. Additionally, automated rules for audience membership management, such as adding engaged website visitors and removing recent purchasers, are discussed. Identity resolution and real-time data updates emerge as critical components for effective audience management and campaign relevance.

Takeaways From This Lesson:

  • Implement secure and efficient data handling methods beyond emailing CSV files
  • Utilize Customer Data Platforms (CDPs) to establish real-time audience connections across marketing platforms
  • Dynamically update audiences based on customer behavior to ensure timely and relevant marketing
  • Set up automated rules to govern audience membership, including adding engaged website visitors and removing recent purchasers
  • Prioritize identity resolution and real-time data updates to enhance audience management and campaign effectiveness

Expert

Releases in May

In-Person Lesson

Tracking Website Shopping Activities with ASC Events in GA4

The CDP will need to ingest all of the critical shopping actions which a consumer takes on your websites. Google Analytics and the specification created by the Automotive Standards Council (ASC) provides the framework for the CDP to get all the shopping signals in a uniform way, regardless of website platforms.  These shopper events can also be used to create marketing audiences, which will be discussed in this module but also again a module dedicated to building consumer journey audiences.

Takeaways From This Lesson:

  • How is Google Analytics involved in a CDP project
  • Why is the ASC specification for GA4 important for ingesting shopper website events?
  • How to inspect your website for iframe tools which need to send data to GA4
  • How events help you to create real-time audiences for marketing and personalized communications.

Certification

Live Lab kicks-off on June 4, 2024

meet your instructor

Brian Pasch

Founder | Pasch Group

Founder of PCG Companies, Brian Pasch Enterprises (BPE), and Pasch Group, Brian Pasch is a thought leader, effective strategy driver, and industry change agent. In tune with the fast pace of the digital marketing environment, he successfully leads OEMs, dealers/dealer groups, and ad agencies by helping them harness data, eliminate waste, and incorporate efficient marketing tactics.

technical guidance and a thriving community
combined into one educational experience

Three Virtual Introductory Lessons

Access mentor-guided virtual lessons at your convenience, strategically designed to elevate you from novice to expert in preparation for live training

Student Community Chat Group

Join a thriving WhatsApp community of other course attendees ready to provide you with brainstorming sessions, advice, support, feedback, and more

Expert Instructor Support

Our community of course instructor and classmates are there to help. Chime into the WhatsApp support group and your mentor will dive in to find your solution

Two Hour Live Training at DMSC

Take your virtual lessons to the next level with a live two hour training session in Austin. Apply strategies with your instructor, troubleshoot errors, gain insights on streamlining, and more!

related resources from your instructor

CDP Vendor Questionnaire & Integration Checklist

Created By: Pasch Group

The Rise of CDPs in Automotive Retail

Created By: Pasch Group

Automotive CDP Vendor Directory

Created By: Pasch Group

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