A Go-To-Market (GTM) organization may find it beneficial to invest in a Data Warehouse (DWH) alongside their Salesforce CRM when they encounter specific indications that their data and analytics requirements have surpassed the analytics and reporting capabilities of Salesforce.
The following signs serve as indicators that the GTM team should consider the adoption of a data warehouse:
If your organization relies on data from various sources beyond Salesforce, such as product data, marketing platforms, external databases, APIs, or custom applications, and you need to consolidate and analyze these diverse data sets together. A data warehouse offers more flexibility if you blend data from different sources.
If your analytics needs go beyond standard reporting and require complex calculations and custom metrics, possibly utilizing predictive analytics (machine learning). Here are some examples:
If multiple teams within your organization (e.g., sales, marketing, product, finance) need to collaborate on complex analyses involving different data types. Some examples:
If your organization needs to generate external reports for regulatory compliance, industry standards, or customer demands, an automated data warehouse provides more control over the formatting, aggregation, and delivery of data.
If your GTM organization has ambitious plans for future growth, innovation, and expansion of data-driven initiatives, a data warehouse can offer the scalability and flexibility needed to support these endeavors.
If any of the scenarios above sound familiar, and your organization grapples with temporary manual solutions to fulfill these objectives, it's a clear sign that you're outgrowing Salesforce's capabilities. At 205 Data Lab, we recognize that your GTM journey may eventually surpass Salesforce's capabilities. When that pivotal moment arrives, we stand ready to assist you in seamlessly transitioning to a data warehouse solution that aligns with your evolving needs.
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205 Data Lab is a data analytics and engineering firm that believes in the transformative power of data and technology and its ability to impact business outcomes positively.