We developed a data integration and visualization solution for an Australian agency, centralizing and integrating multiple Pipedrive CRM accounts into a single, scalable data warehouse. The solution enabled streamlined extraction, transformation, and loading (ETL) of CRM data, creating a unified repository.
By utilizing Google Cloud and advanced data pipeline techniques, we provided a comprehensive view of customer interactions, sales activities, and pipeline performance. The agency was able to automate data cleaning and transformation with macros and dbt models, providing customizable dashboard templates and seamless reporting to clients.
Before Implementation
Multiple fragmented Pipedrive CRM accounts required manual data aggregation and inefficient reporting.
Inconsistent and unstructured CRM data needed transformation for analysis.
Lack of a centralized system to consolidate data and ensure consistency across multiple client accounts.
Key Improvements
Centralized CRM data into a single, scalable warehouse, eliminating fragmented data sources.
Automated data transformation with macros and dbt models, reducing manual effort.
Provided customizable dashboard templates and automated reporting, improving client-facing insights and operational efficiency.
Project Overview
1.
Planning
We worked closely with the agency to analyze their existing CRM structure, identifying key pain points and designing a solution to centralize data from multiple Pipedrive accounts into a unified system.
2.
Design
We created a robust data architecture using BigQuery as the data warehouse, with Cloud Functions automating the ETL process. Singerio was used to ensure data integration from Pipedrive.
3.
Implementation
Using DBT, we transformed raw CRM data into market-ready models and integrated them with Looker Studio for real-time, customizable dashboards, offering insights into sales activities, client interactions, and pipeline performance.
4.
Delivery
The solution provided accurate, up-to-date information and allowed the agency to generate scalable, client-facing reports through datakimia Portal, enhancing their data management and reporting efficiency.
DBT
BigQuery
Cloud Functions
Singerio
Technologies used
Ben Fuller
Associate Director - Motii
