A greenfield warehouse built from zero into a shared revenue truth that GTM, CS, and Finance all use.
Problem
GTM, CS, and Finance were not looking at the same customer truth. BI lived in one tool, CRM dates and scores stayed trapped in another, and every team had its own spreadsheet version of reality.
Approach
Stand up a greenfield warehouse with shared models for renewal, expansion, and lead scoring. Make the warehouse the source of truth, then push clean signals back to the CRM so every team works from the same numbers.
Architecture
GTM data loop
CRM in, modeled in dbt, self-serve BI, and clean signals pushed back to the CRM.