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Brian Carlson

Brian Carlson

Founder & CEO, RoC Consulting

Brian Carlson is the Founder and CEO of RoC Consulting, a digital consultancy that helps brands establish the optimal balance of content, technology and marketing to achieve their goals.

31 contributions by Brian Carlson

Article

How to Use a CDP with AI to Automate Data Cleansing

A CDP powered by AI/ML automates data cleansing, refines data quality strategy, and implements preventative measures to keep customer data clean and accurate.

Article

How to Democratize AI Across the Enterprise with a CDP

Forward-looking businesses are deploying CDPs to achieve enterprise-wide data democratization, enabling AI to be leveraged across the business.

Article

A CDP is Foundational for Great AI - Here's Why

A customer data platform provides the unified data foundation AI needs to deliver personalization, predictive analytics, and real-time decisioning.

Article

Ditch the Dirty Data: Elements of Data Cleansing

Data cleansing should be viewed as a primary goal during the CDP implementation process. Here's what leaders need to know about keeping your customer data clean

Article

Take Marketing Automation to the Next Level with a CDP

Learn how a CDP supercharges marketing automation with unified data, AI-driven orchestration, and real-time next-best-action recommendations.

Article

Data Governance: Best Practices for Secure Data Management

Build a data governance framework for 2026: best practices for data quality, AI-era compliance, privacy regulations, and secure data management.

Article

A 4-Step Approach to Better CX with Unified Customer Data

By unifying your customer data with a CDP, brands can orchestrate better customer experiences across the entire organization. Here's how to get started.

Article

How AI-Powered CDPs Give Marketers a Data-Driven Edge

Discover how AI-powered customer data platforms give marketers a data-driven edge with smarter segmentation, predictive analytics, and optimization.

Article

How to Ace the CDP RFP Demo: Vendor Evaluation Tips

Master the CDP RFP demo with best practices for evaluating vendors, structuring proof-of-concept sessions, and selecting the right customer data platform.

Article

An 8-Step Approach to a Successful CDP RFP Process

Learn how to work with stakeholders across your organization to successfully execute an efficient CDP request for proposal (RFP) process for vendor selection.

Article

CDP vs. CRM: How to Master Your MarTech Stack

CDP vs. CRM in 2026: understand the key differences, how they work together, and why CDPs now serve as the AI-ready hub of your MarTech stack.

Basics

The History of the CDP & CRM

Trace the history of the CDP and CRM from the first CRM software in 1985 through DMPs to modern customer data platforms. See how each era shaped the next.

Article

Top CDP Use Cases and How To Develop Them

Discover the top CDP use cases that drive ROI and learn a step-by-step process for developing use cases before selecting a customer data platform vendor.

Article

What Analytics Capabilities Should You Look for in a CDP?

Learn how CDPs empower marketing, sales, and customer service with powerful data analytics capabilities, and how they can impact the customer experience.

Article

Find Out About Structured Data vs. Unstructured Data

Learn the difference between unstructured data, structured data, and semi-structured data, along with how a CDP transforms these data points into insights.

Article

How to Use a CDP for Customer Journey Orchestration

Marketers can use customer journey orchestration to connect customer data, and improve loyalty, retention, ROAS, and the overall customer experience.

Article

How Customer Segmentation Improves Loyalty and Retention

Customer data platforms help marketers improve customer segmentation by providing a more comprehensive, data-driven view of audience needs or preferences.

Article

Who Should Be On Your CDP Implementation Team?

How different teams and stakeholders work together on customer data management has a significant impact on the success of CDP implementation and integration.

Article

How to Navigate Data Privacy and Compliance with a CDP

Data privacy and governance is necessary for organizations that use consumer data. Learn how a customer data platform (CDP) helps businesses remain compliant.

Basics

What is Data Analytics? 4 Ways to Measure Customer Data

Learn about the four different types of data analytics (descriptive, diagnostic, prescriptive, predictive) and their role in building a data-driven strategy.

Article

The Top 5 Skills Modern C-Suite Executives Need to Succeed

Discover the five essential skills modern C-suite executives need, from emotional intelligence and data literacy to digital-first leadership in uncertain times.

Article

Low-Code/No-Code Platforms: Benefits, Limits & Use Cases

Low-code needs minimal coding; no-code uses visual builders. Learn benefits, limitations, and how pairing with a CDP lets marketers build segments without IT.

Article

Single Customer View Benefits: Turn Data Into Revenue

A single customer view unifies all customer data into one actionable profile. Learn how single customer view benefits drive personalization and revenue.

Article

Top Enterprise AI Trends Reshaping Business in 2026

Explore the top enterprise AI trends reshaping business in 2026, from autonomous AI agents and real-time decisioning to agentic marketing and Agentic CDPs.

Industry Study

Consumer Perspectives on AI in Marketing

Original survey of 2,502 U.S. consumers reveals how people really feel about AI in marketing and customer service. Download the full research report.

Article

What is the CDP Bureau?

The Bureau of Cyberspace and Digital Policy (CDP Bureau) will address national security challenges, economic opportunities and digital policy in cyberspace.

Article

The Future of Personalization in Digital Marketing

Personalization is a critical part of managing and optimizing the customer journey. Here's how digital marketing leaders can use technology to stay ahead.

Article

How to Improve Customer Lifetime Value with a CDP

Using a CDP to improve customer LTV will allow you to retain your most valuable customers, increase revenue and improve the overall customer experience.

Industry Study

2022 State of the CDP

This third annual study documents the growing centrality of CDPs to the marketing technology stack and their role in balancing the priorities of better prote...

Industry Study

Customer Data Maturity: Strategies, Capabilities & Trends

Are businesses implementing a true customer data strategy? How is that strategy used across the organization—beyond marketing—with sales, customer support, a...

Industry Study

Unified Data Operations and the Customer Experience in 2022

This new WBR Insights survey of 200 retailers explores how brands intend to use customer data and new data technologies to improve the customer experience in...