Challenge: Expanding Data Flexibility and Eliminating Vendor Lock-In

10XCRM is providing tailored CRM solutions, automation, and data-driven insights for growth-focused businesses. As their client base grew, they needed a flexible, scalable platform to efficiently manage multiple clients’ CRM data, with actionable reporting and high reliability.

To achieve this, 10XCRM sought a solution that would:

• Consolidate data from multiple clients securely and efficiently.

• Provide full control and flexibility over integrations, without being limited by third-party SaaS tools.

• Enable fast, accurate reporting with minimal manual intervention.

• Support cost-effective, scalable operations as the client base grows.

Solution: Designing a Robust Multi-Tenant Data Platform

Datavent partnered with 10XCRM to design, implement, and maintain a cloud-native, multi-tenant CRM analytics platform. The platform provides a foundation for scalable, flexible, and efficient data operations. Key elements include:

• Data Integration: Initially integrating Close.com CRM with Google BigQuery via Airbyte, followed by migration to a custom high-speed ETL pipeline built in Python and Mage for enhanced control and performance.

• Migration to In-House ETL: The move from Airbyte to a custom ETL system provided 10XCRM with greater flexibility, control, and reliability, while supporting larger data volumes and complex transformations.

• Massive Scalability: The ETL pipelines are engineered to process millions of records per hour, ensuring all client data is handled efficiently, with headroom for future growth.

• Data Transformation and Modeling: Using DBT and BigQuery, Datavent implemented robust fact and dimension models, enabling granular KPIs and actionable insights tailored to each client.

• KPI Reporting and Dashboards: Customizable dashboards in Looker Studio provide precise, client-specific metrics, supporting timely, data-driven decisions.

• Automation and Performance Optimization: Migrating ETL operations to Google Cloud Run reduced processing times from 8 hours to just 12 minutes, ensuring near real-time insights.

• Ongoing Support: Datavent continues to provide pipeline maintenance, ad-hoc updates, and performance monitoring, keeping 10XCRM’s data workflows smooth, reliable, and scalable.

Outcome: Enabling Agile, Data-Driven Consulting at Scale

• Deliver high-quality analytics to multiple clients simultaneously, leveraging a multi-tenant data platform architecture.

• Operate with full flexibility and independence from third-party SaaS constraints, adapting

• quickly to evolving client needs. Provide cost-efficient, high-performance data operations, supported by ongoing expert maintenance.

• Offer fast, actionable insights, helping clients make informed business decisions and drive growth.