Integrating Your CRM With Your Data Warehouse

The RevOps Hero Podcast

Companies have crucial data stored across multiple systems in their organization. And the bigger the company, the more systems there are. Sales, marketing, finance, ERP, inventory, contract management, billing, and service delivery are just types of data and systems that show the story of the business. Many times your CRM just by itself can't show all of that!

Because of this, many companies have started setting up a centralized data warehouse like Snowflake or Redshift to pull in data from their CRM and other systems to be able to run more advanced and centralized reporting across it all. But if you want to set this up, where do you start? How do you manage it? How do you protect it? How do you keep it maintained? How do you actually derive value from all the hard work of implementing it?

I contacted Ryan Severns to talk through all these questions with him. We talk through all these questions and more, starting with questions like:

• Why set up a CRM <-> data warehouse infrastructure in the first place?
• How do you build the integration?
• What important considerations do you need to plan for?

We dig deeper into the details from there, talking through topics like ETL tooling, DBT, data governance, cross-platform analytics, building effective business intelligence systems, and more.

If you’re ready to level up your customer data skills and advance to the next level of your RevOps hero journey, this episode is for you! Give it a watch and a like. And hit that subscribe button so that you’ll always get notified of future episodes of The RevOps Hero Podcast as well.