Sold by: Smith Avenue Insights
Consolidate CRM, outreach, scheduling, and enrichment data into a governed AWS data lake with a conformed pipeline model, the attribution foundation your BI tools build on.
Overview
Revenue teams running a multi-tool GTM stack, CRM, outreach, scheduling, and enrichment, typically have no single, trustworthy view across those systems. Reporting is manual, attribution is guessed rather than measured, and every dashboard effort starts over because there's no shared foundation underneath it.
Smith Avenue Insights builds a governed data lake on Amazon S3, cataloged with AWS Glue, and queried through Amazon Athena, purpose-built for revenue data. We design source extractors for each system in your GTM stack, resolve identity across systems that disagree about who a person is, and build a single opportunity-grain table joining lead source, outreach activity, meetings, and deal outcomes, the table every downstream dashboard or agent gets built on. An event log records when things changed, so later reporting can explain its own discontinuities instead of just showing a number.
This is the data foundation layer, delivered independent of any specific BI or agent tool on top. It pairs naturally with our Sales Pipeline Intelligence on Amazon Quick offering, but works underneath any analytics platform your organization standardizes on.
SAI is an AWS Select Tier Services Partner specializing in Amazon Quick implementations, data engineering, and agentic AI.
Highlights
- Conformed opportunity model: a single table joining lead source, outreach activity, meetings, and deal outcomes, the foundation every downstream dashboard or agent is built on, replacing scattered exports across five or more systems.
- Attribution and identity resolution: a source taxonomy and identity resolution layer that reconciles systems which disagree about who a person is, with an event log recording when things changed, so reporting can explain its own discontinuities.
- Built to plug into any BI or agent layer: delivered as a governed data lake on Amazon S3, AWS Glue, and Amazon Athena, so it works underneath Amazon Quick, Tableau, Power BI, or whatever your team standardizes on next.
Details
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Delivery method
Deployed on AWS
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Support
Vendor support
Support for this engagement is provided directly by the Smith Avenue Insights delivery team. Reach us at dylan@smithaveinsights.com or schedule time directly at https://smithaveinsights.com/demo . See https://smithaveinsights.com/how-we-work for an overview of our delivery process before you book. Active engagements include direct access to the delivery team for implementation, configuration, and rollout coordination, with post-launch support and enhancement engagements available on request.