How Did an Insurance SaaS Company Turn CRM Data Into Actionable Business Insights?
This case study highlights how an Insurance SaaS company set out to gain deeper visibility into its marketing performance and operational metrics. With HubSpot as their core CRM, the client needed a solution to transform raw customer and campaign data into clear, actionable insights.
To meet these goals, we leveraged Databricks for scalable data processing, dbt for building a reliable transformation layer, and Power BI for intuitive visualizations. The result was a unified analytics framework that helped the business make decisions it could trust across deals, accounts, and marketing initiatives.
Key Results
The Challenge
The client's growing data needs required a more advanced, flexible analytics approach, but they were constrained by siloed systems and inconsistent reporting:
- Lack of real-time visibility into deals and marketing campaigns
- Data inconsistencies stemming from CRM (HubSpot) exports and transformations
- No central reporting structure for accounts, marketing attribution, or sales funnel health
- Manual workflows caused reporting delays and confusion among stakeholders
- Cost concerns around existing tooling limited the scope of implementation
Our Solution
We implemented a modern and cost-efficient analytics solution using open-source and cloud-native tools:
- Developed a custom PySpark-based extractor in Databricks to handle HubSpot edge cases
- Leveraged Databricks' notebooks and scheduled jobs to create reliable daily syncs
- Utilized dbt-core (open-source) for transformations, ensuring low-cost scalability
- Applied Kimball dimensional modeling to align data with business logic
- Created Power BI dashboards tailored to track marketing campaigns, sales pipeline, and account performance
Implementation Process
Data Extraction
Built a custom PySpark pipeline in Databricks to extract and sync HubSpot data daily
Data Warehousing
Configured Databricks Data Warehouse with appropriate storage and compute layers
Transformation Layer
Used dbt-core to clean, model, and test the data with a Kimball-style dimensional structure
Business Logic & Metrics
Defined and implemented key metrics such as lead conversion, campaign ROI, and deal progression
Dashboarding
Developed interactive Power BI dashboards for marketing, sales, and operations teams
Testing & Deployment
Tested visualizations with stakeholders and deployed into production environment with access controls
Technologies Used
"The clarity and confidence our business teams now have is incredible. From campaign tracking to sales performance, we finally have a unified view of what’s working and where to focus. And it’s all done efficiently without bloated tooling costs."
Inspired by This Success?
Let's Discuss Your Data Transformation
Every successful project starts with understanding your unique challenges. Schedule a consultation to explore how we can help you achieve similar results.
