B2B SaaS Company
A B2B SaaS company struggled with data stored in Excel spreadsheets and on-premise SQL databases. This fragmentation made it difficult for teams to access accurate insights and slowed down business operations.
Challenges of B2B SaaS Company
Scattered data across Excel and legacy SQL databases.
Manual processes for data extraction and reporting.
Limited accessibility for business teams.
Solution of Migrating CRM Data for a Growing SaaS Company
TechTorch implemented the following:
- Data Migration: Transitioned data from Excel and on-premise SQL databases to a Snowflake data warehouse.
- Orchestration Layer: Used Fivetran for automated data extraction and orchestration.
- Business Intelligence Tools: Enabled data access through Power BI and Tableau for real-time insights.
Results of Migrating CRM Data for a Growing SaaS Company
Improved Access: Business teams gained easy access to accurate, real-time data.
Streamlined Processes: Automated data workflows reduced manual effort by 50%.
Enhanced Scalability: The Snowflake-based architecture supports future growth.
Conclusion
By modernizing its data environment with Snowflake, Fivetran, and BI tools, the B2B SaaS company eliminated manual processes, improved data accessibility, and enhanced scalability. Automated workflows reduced effort by 50%, while real-time insights empowered business teams to make faster, data-driven decisions, positioning the company for future growth.
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