Article

The Evolving Role of AI in Customer Data Platforms (CDPs)

Dynamic B2B Data
Dynamic B2B Data
Dynamic B2B Data
Dynamic B2B Data

In last week’s blog, I discussed the key capabilities of Customer Data Platforms (CDPs). This blog will focus on the role that AI plays in CDPs – as discussed by Gartner in their 2025 Magic Quadrant. Artificial intelligence (AI) is quickly becoming a transformative force in the Customer Data Platform (CDP) space. In 2024, AI-driven innovation surged across technology sectors, and CDPs were no exception. Over half of CDP vendors surveyed by Gartner – including Leadspace – highlighted AI as their most important area of development. These developments reflect a growing urgency to embed AI into CDP functionality—not just as a technical enhancement, but as a strategic tool for increasing upstream business value.

A major driver of this shift is the expanding diversity of CDP buying and user groups. Today, CDP purchasing decisions involve an average of five funding groups, with input from two to three departments shaping requirements. CDPs are no longer tools just for marketing—they serve marketing, IT, customer service, sales, governance, and more. This cross-functional usage reinforces the need for AI features that serve a broad range of needs, from campaign optimization and customer segmentation to data governance and workflow automation.

As CDPs evolve into enterprise data hubs, AI must help translate data into action for both technical and nontechnical users. However, the challenge lies in making these innovations matter. Improvements in personalization or segmentation, while valuable, often yield marginal returns that are hard to quantify in business terms. For AI-driven features to resonate with a broad stakeholder base, vendors must demonstrate clear links between AI and performance outcomes, such as revenue growth, customer retention, or market share gains.

One area where AI shows strong potential is workflow optimization and usability. For example, generative AI and low-code/no-code tools can make complex tasks like segment creation or campaign planning more accessible to nontechnical users. Yet, while this may reduce dependence on IT and streamline operations, it doesn’t always translate into the kind of ROI that convinces executive stakeholders of its strategic value. Enterprises will increasingly need to assess whether their customer data is “AI-ready”—fit for AI use cases and structured for seamless integration into automated processes. Funnel dashboards that align results and outcomes across sales, marketing and services is one key offering that many companies are increasingly demanding.

To truly showcase AI’s value in CDPs, businesses must go beyond internal efficiencies and connect AI outcomes to tangible business applications. For instance, AI-powered data cleansing and enrichment can improve customer data quality while reducing manual work for data engineering teams. These operational improvements can then be tied to faster time-to-market for campaigns or better customer insights—benefits that can potentially impact sales performance or customer satisfaction.

Furthermore, the accuracy of any AI scoring model for customers/prospects will depend on robust customer profiles with high-quality underlying data. Of course, maintaining high quality data requires constant updates and unification – a tedious, time-consuming, and error-prone process when done manually. CDPs are essential to keeping your customer data operationalizable for downstream AI applications. As AI becomes a larger part of the sales & marketing ecosystem, so too is the need for a way to manage and automate those system-wide customer data updates and adjustments. The most effective sales and marketing leaders will benefit from powering their AI use cases with complete, accurate customer profiles for accounts and people, with hierarchy mapping and a strong Identity Resolution framework.

Ultimately, AI will play a pivotal role in the future of CDPs, but its effectiveness will depend on the ability to prove its value within a larger business context. Enterprises are beginning to expect AI systems to act with greater autonomy, adapting to content and executing tasks with minimal human input. CDP vendors that can align these agentic AI capabilities with measurable business outcomes will be best positioned to lead in a crowded and rapidly evolving market. For more information about the importance of having a strong Identity Resolution framework, check out the webinar, Identity Resolution Explained. Explore Leadspace’s Revenue Radar solution to putting AI-scoring models to work.

Latest Articles
Identifying B2B Buying Teams

Product sheet

Leadspace Buying Team Intelligence

B2B deals don’t close because one contact engages, they close when an entire buying committee aligns. Yet most GTM systems still operate at the individual record level, leaving revenue teams blind to the relationships, roles, and signals that actually drive decisions.


Leadspace’s Buying Team Intelligence makes buying groups visible, measurable, and actionable by connecting people to roles, accounts, hierarchies, and real-time buying signals in a unified, living data graph.


The result: sales, marketing, and RevOps teams can identify who truly influences and approves decisions, prioritize accounts showing coordinated buying activity, and orchestrate multithreaded engagement based on how buyers actually buy rather than on how CRM records are structured.

Identifying B2B Buying Teams

Product sheet

Leadspace Buying Team Intelligence

B2B deals don’t close because one contact engages, they close when an entire buying committee aligns. Yet most GTM systems still operate at the individual record level, leaving revenue teams blind to the relationships, roles, and signals that actually drive decisions.


Leadspace’s Buying Team Intelligence makes buying groups visible, measurable, and actionable by connecting people to roles, accounts, hierarchies, and real-time buying signals in a unified, living data graph.


The result: sales, marketing, and RevOps teams can identify who truly influences and approves decisions, prioritize accounts showing coordinated buying activity, and orchestrate multithreaded engagement based on how buyers actually buy rather than on how CRM records are structured.

Identifying B2B Buying Teams

Product sheet

Leadspace Buying Team Intelligence

B2B deals don’t close because one contact engages, they close when an entire buying committee aligns. Yet most GTM systems still operate at the individual record level, leaving revenue teams blind to the relationships, roles, and signals that actually drive decisions.


Leadspace’s Buying Team Intelligence makes buying groups visible, measurable, and actionable by connecting people to roles, accounts, hierarchies, and real-time buying signals in a unified, living data graph.


The result: sales, marketing, and RevOps teams can identify who truly influences and approves decisions, prioritize accounts showing coordinated buying activity, and orchestrate multithreaded engagement based on how buyers actually buy rather than on how CRM records are structured.

Waterfall Logic

Article

Why Waterfall Logic Matters in B2B Data Aggregation

Modern go-to-market teams are swimming in data – firmographics, technographics, intent signals, engagement scores, and countless enrichment sources.


But here’s the truth: more data doesn’t automatically make your business smarter. It often just makes it messier.


When multiple data vendors, enrichment tools, and APIs are all trying to update the same record, the result is chaos – inconsistent fields, conflicting values, duplicates, and manual clean-up that never ends.


That’s where waterfall logic becomes a game-changer.

Waterfall Logic

Article

Why Waterfall Logic Matters in B2B Data Aggregation

Modern go-to-market teams are swimming in data – firmographics, technographics, intent signals, engagement scores, and countless enrichment sources.


But here’s the truth: more data doesn’t automatically make your business smarter. It often just makes it messier.


When multiple data vendors, enrichment tools, and APIs are all trying to update the same record, the result is chaos – inconsistent fields, conflicting values, duplicates, and manual clean-up that never ends.


That’s where waterfall logic becomes a game-changer.

Waterfall Logic

Article

Why Waterfall Logic Matters in B2B Data Aggregation

Modern go-to-market teams are swimming in data – firmographics, technographics, intent signals, engagement scores, and countless enrichment sources.


But here’s the truth: more data doesn’t automatically make your business smarter. It often just makes it messier.


When multiple data vendors, enrichment tools, and APIs are all trying to update the same record, the result is chaos – inconsistent fields, conflicting values, duplicates, and manual clean-up that never ends.


That’s where waterfall logic becomes a game-changer.

Sales and Marketing Success

Article

Why Keeping B2B Profiles Up-to-Date Boosts Sales & Marketing Success

Keeping B2B buyer profiles up-to-date is essential for maintaining effective sales and marketing strategies. Unfortunately, keeping profiles up-to-date is tedious and often neglected. Failing to update our customer or buyer profiles does your sales and marketing teams a tremendous disservice. Your teams could spend thousands of dollars and weeks of focus trying to get in touch with a great lead from last year, completely unaware that the person changed jobs three months ago – all because their profile within your CRM and marketing automation systems wasn’t up-to-date. People change jobs and companies go throughM&A all the time – and your sales and marketing teams need to stay informed. That’s just one of the many ways your teams will lose with outdated buyer profiles. Having accurate, up-to-date data seems like a no-brainer, right? Let’s consider why many sales and marketing teams don’t always have the data they need.


It takes a lot of buying signals to build the buyer profiles that our sales and marketing teams need to win business. Firmographics, demographics, technographics, intent, 1st-party data, predictive and engagement. Generally speaking, we can’t get all of those signals from one place. Instead, we’re forced to buy numerous sets of static data from several vendors, then blend it all together. Buying multiple sets of data from multiple sources is inherently expensive, and manually combining that data with our first-party data is time-consuming, cumbersome and error-prone. We might jump through those hurdles at first, but the problem arises when we need to update it. 


A static data set is just a snapshot in time, and there’s no way to tell when data has changed to the point where you need a new snapshot. This means that in order to ensure our buyer profiles are up-to-date, we need to regularly buy all of our data over and over again, continuously blending it all together with the old data. That’s going to be very expensive, and it’s going to require a lot of time and effort dedicated to data unification. In many cases, by the time you’ve enriched your new data with the old data, that new data has already become old data. Naturally, many companies will decide that their slightly old data is good enough because they can’t justify the cost of constant data purchases or the time spent unifying it.


Not updating your buyer profiles is a huge mistake in a world of data-driven decision making, where all of the decisions you make depend on having accurate, complete and up-to-date data. Even the best predictive AI models will point you in the wrong direction if the data being analyzed isn’t correct. Simply put, if you want your sales and marketing teams to have the tools they need to reach out and close business, you need to give them buyer profiles that are dynamically updated.


Let’s look at 10 common strategies for ensuring that your buyer profiles are current and accurate, then consider a more realistic solution for automating the entire process.

Sales and Marketing Success

Article

Why Keeping B2B Profiles Up-to-Date Boosts Sales & Marketing Success

Keeping B2B buyer profiles up-to-date is essential for maintaining effective sales and marketing strategies. Unfortunately, keeping profiles up-to-date is tedious and often neglected. Failing to update our customer or buyer profiles does your sales and marketing teams a tremendous disservice. Your teams could spend thousands of dollars and weeks of focus trying to get in touch with a great lead from last year, completely unaware that the person changed jobs three months ago – all because their profile within your CRM and marketing automation systems wasn’t up-to-date. People change jobs and companies go throughM&A all the time – and your sales and marketing teams need to stay informed. That’s just one of the many ways your teams will lose with outdated buyer profiles. Having accurate, up-to-date data seems like a no-brainer, right? Let’s consider why many sales and marketing teams don’t always have the data they need.


It takes a lot of buying signals to build the buyer profiles that our sales and marketing teams need to win business. Firmographics, demographics, technographics, intent, 1st-party data, predictive and engagement. Generally speaking, we can’t get all of those signals from one place. Instead, we’re forced to buy numerous sets of static data from several vendors, then blend it all together. Buying multiple sets of data from multiple sources is inherently expensive, and manually combining that data with our first-party data is time-consuming, cumbersome and error-prone. We might jump through those hurdles at first, but the problem arises when we need to update it. 


A static data set is just a snapshot in time, and there’s no way to tell when data has changed to the point where you need a new snapshot. This means that in order to ensure our buyer profiles are up-to-date, we need to regularly buy all of our data over and over again, continuously blending it all together with the old data. That’s going to be very expensive, and it’s going to require a lot of time and effort dedicated to data unification. In many cases, by the time you’ve enriched your new data with the old data, that new data has already become old data. Naturally, many companies will decide that their slightly old data is good enough because they can’t justify the cost of constant data purchases or the time spent unifying it.


Not updating your buyer profiles is a huge mistake in a world of data-driven decision making, where all of the decisions you make depend on having accurate, complete and up-to-date data. Even the best predictive AI models will point you in the wrong direction if the data being analyzed isn’t correct. Simply put, if you want your sales and marketing teams to have the tools they need to reach out and close business, you need to give them buyer profiles that are dynamically updated.


Let’s look at 10 common strategies for ensuring that your buyer profiles are current and accurate, then consider a more realistic solution for automating the entire process.

Sales and Marketing Success

Article

Why Keeping B2B Profiles Up-to-Date Boosts Sales & Marketing Success

Keeping B2B buyer profiles up-to-date is essential for maintaining effective sales and marketing strategies. Unfortunately, keeping profiles up-to-date is tedious and often neglected. Failing to update our customer or buyer profiles does your sales and marketing teams a tremendous disservice. Your teams could spend thousands of dollars and weeks of focus trying to get in touch with a great lead from last year, completely unaware that the person changed jobs three months ago – all because their profile within your CRM and marketing automation systems wasn’t up-to-date. People change jobs and companies go throughM&A all the time – and your sales and marketing teams need to stay informed. That’s just one of the many ways your teams will lose with outdated buyer profiles. Having accurate, up-to-date data seems like a no-brainer, right? Let’s consider why many sales and marketing teams don’t always have the data they need.


It takes a lot of buying signals to build the buyer profiles that our sales and marketing teams need to win business. Firmographics, demographics, technographics, intent, 1st-party data, predictive and engagement. Generally speaking, we can’t get all of those signals from one place. Instead, we’re forced to buy numerous sets of static data from several vendors, then blend it all together. Buying multiple sets of data from multiple sources is inherently expensive, and manually combining that data with our first-party data is time-consuming, cumbersome and error-prone. We might jump through those hurdles at first, but the problem arises when we need to update it. 


A static data set is just a snapshot in time, and there’s no way to tell when data has changed to the point where you need a new snapshot. This means that in order to ensure our buyer profiles are up-to-date, we need to regularly buy all of our data over and over again, continuously blending it all together with the old data. That’s going to be very expensive, and it’s going to require a lot of time and effort dedicated to data unification. In many cases, by the time you’ve enriched your new data with the old data, that new data has already become old data. Naturally, many companies will decide that their slightly old data is good enough because they can’t justify the cost of constant data purchases or the time spent unifying it.


Not updating your buyer profiles is a huge mistake in a world of data-driven decision making, where all of the decisions you make depend on having accurate, complete and up-to-date data. Even the best predictive AI models will point you in the wrong direction if the data being analyzed isn’t correct. Simply put, if you want your sales and marketing teams to have the tools they need to reach out and close business, you need to give them buyer profiles that are dynamically updated.


Let’s look at 10 common strategies for ensuring that your buyer profiles are current and accurate, then consider a more realistic solution for automating the entire process.