Sources, quality and duplication
Customer Data Platforms
Customer data platforms: one clear, trusted view of every customer
When customer data is spread across your website, CRM, bookings, eCommerce and support tools, nobody sees the full picture. We help you build a single customer view, using HubSpot’s built-in data tools, a dedicated customer data platform (CDP) or your data warehouse, depending on what your organisation actually needs.
Customer Data Platforms is often treated as an afterthought.
That’s where things start to fall apart.
- The same customer recorded differently in every system
- Personalisation limited by incomplete data
- Reporting that depends on manual spreadsheets
- Privacy obligations hard to meet with scattered data
It should be built properly, as part of a connected system.
What a single customer view gives you
- One profile per customer, across every channel
- Segments marketing can use immediately
- Trusted reporting
- Easier privacy and consent management
Our approach
Data unification and synchronisation
Customer data unified and kept in sync across every connected system.
Customer data platform setup
CDP implementation matched to your data volume and complexity.
Segmentation and audience building
Segmentation built on complete, accurate data, not partial records.
What’s included
What’s included in customer data platforms
Data audit
Needs assessment
HubSpot native, CDP or warehouse
Identity resolution and data model
Implementation
HubSpot data tools, a CDP or warehouse sync
Consent and privacy settings
Data handling designed around relevant privacy obligations from the outset.
Segments and activation
Marketing, sales and service
Work: Mt Buller Alpine Resort
The all new Mt Buller website packs a customer login allowing people to plan, share and book their next holiday.
Frequently asked questions
About Customer Data Platforms
What's included in CRM, Automation & Integrations services?
CRM, Automation & Integrations covers CRM strategy and setup, marketing and sales automation, systems integration and middleware, customer data platforms, and reporting and insights — delivered by a HubSpot Solutions Partner.
What is a customer data platform, and do we need one?
A CDP unifies customer data across systems into one accurate view — many businesses can achieve this with HubSpot's native tools before needing a dedicated CDP. See Customer Data Platforms and our guide on reducing duplicate data at the source.
What is a customer data platform (CDP)?
A CDP collects customer data from multiple sources, matches records to the same person and creates a single profile that marketing, sales and service tools can use.
What’s the difference between a CDP and a CRM?
A CRM manages relationships and sales activity. A CDP focuses on unifying data from many sources into one profile. Modern CRMs like HubSpot now include many CDP-style features.
Do we need a CDP if we use HubSpot?
Often not. HubSpot’s native data tools and integrations meet the needs of most mid-sized organisations. A CDP is worth considering at higher data volumes or complexity.
How do you handle privacy?
We design consent, retention and access rules in line with the Australian Privacy Act and your own policies.
