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SaaS

Your product data lives in the warehouse. Your customer data lives everywhere else.

Product usage in one system. CRM in another. Support tickets in a third. Billing in a fourth. You can't answer who your best customers are, why they churn, or what usage predicts expansion. We build unified customer data platforms for B2B SaaS so product, revenue, and lifecycle data finally speak the same language.

Customer identity graph

real-time resolution

0%

identity match rate

0

ID systems unified

0K+

profiles resolved

0s

resolution latency

Trusted by B2B SaaS teams including

SecureW2

Why your data is working against you

Sound familiar?

If you run data, product, or growth at a B2B SaaS company, this will sound familiar.

01

You have five customer IDs and no master record

Your product uses one ID. Salesforce uses another. Stripe uses a third. Your support tool has its own. Stitching them together to answer a single question takes days, and the answer is never quite right.

This is the identity resolution problem, and it's the single biggest blocker for SaaS analytics. Your product database identifies users by email or internal UUID. Salesforce tracks contacts and accounts with its own IDs. Stripe knows customers by payment method. Intercom uses yet another identifier. When your VP of CS asks "which accounts are at risk of churn based on usage drop-off," the answer requires joining four systems that have no shared key. Every time someone does this in a spreadsheet, they lose edge cases — trial users who converted, accounts that merged, contacts who changed companies. The fix is a persistent identity layer in your warehouse that maps every system's ID to a canonical account and user.

02

Usage data and revenue data never meet

Product telemetry is rich. CRM data is clean. Neither one is connected to the other. You can't tell which features correlate with expansion, which usage patterns predict churn, or which accounts deserve attention from your CSM team.

Your product team can tell you exactly how many API calls Account X made last month. Your revenue team can tell you exactly what Account X pays and when they renew. Neither team can answer: "Do accounts that use Feature Y at least 3x/week expand at a higher rate than accounts that don't?" That question — which directly drives product and GTM strategy — requires joining product events to Salesforce opportunities to Stripe invoices. It's a 3-system join that nobody has time to build manually, so the question goes unanswered and decisions get made on gut feel instead of data.

03

Marketing, sales, and CS each have their own "truth"

Marketing attribution says one thing. Sales pipeline says another. Customer Success looks at a third dashboard entirely. Leadership gets three numbers for the same metric and stops trusting any of them.

This problem compounds quarterly. Marketing reports 200 MQLs. Sales says they only received 140 qualified leads. CS says 30 new accounts onboarded. The CFO sees three numbers and asks which one is real. The answer is all three are "real" within their own system, but the definitions don't match: marketing counts form fills, sales counts opportunities that passed qualification, CS counts accounts that completed onboarding. Until these definitions are reconciled in a warehouse — with one funnel model from first touch to active customer — every leadership meeting starts with 20 minutes of arguing about whose numbers are right.

What we build

A unified view of your operation.

Instead of running three disconnected reporting stacks, use production-grade infrastructure built for how modern B2B SaaS companies actually operate.

01

Composable Customer Data Platform

We build a CDP on your existing warehouse. No new vendor, no duplicated storage, no extraction tax. Identity resolution, event tracking, and signal orchestration governed by dbt and version-controlled end to end.

  • Single customer record across all systems
  • Event stream unified from product, CRM, and billing
  • Signal taxonomy your marketing team can extend without engineering
  • No new vendor — runs on your existing BigQuery or Snowflake

02

Identity Resolution Across Systems

Unify user, account, and company identities across product, CRM, billing, and support. Persistent IDs, deterministic matching, and a signal store that makes user-level analytics actually work.

  • Canonical user and account IDs across 5+ systems
  • Deterministic matching with fuzzy fallback for edge cases
  • Account hierarchy resolution (parent/child, mergers)
  • Real-time resolution latency under 3 seconds

03

Product-Led Revenue Analytics

Connect product usage to revenue. Identify expansion signals, churn risk, and feature adoption patterns. Give your growth and CS teams the same view your product team has had all along.

  • Feature adoption correlated to expansion and churn
  • Health scores based on usage, support, and billing signals
  • CSM-facing dashboards with account-level action items
  • Automated alerts for churn risk and expansion opportunity

04

RB2B & Intent Signal Pipelines

Capture anonymous website visitors, enrich them with firmographic data, route them to sales. Built on Pub/Sub, BigQuery, and dbt so your intent data lives in the same place as the rest of your customer data.

  • Anonymous visitor deanonymization via RB2B webhooks
  • Firmographic enrichment with company, industry, and size
  • Real-time routing to Salesforce or HubSpot
  • Intent signals joined to your existing account data

How we do it

A path. Not a rewrite.

  1. 01

    Identity audit

    We map every customer-facing system, every ID type, and every place where identity breaks. You get a clear gap analysis.

  2. 02

    Warehouse + ingestion

    BigQuery foundation with Pub/Sub for real-time events, Cloud Functions for webhook processing, and dbt for the transformation layer.

  3. 03

    Identity resolution

    A persistent identity graph that maps product IDs, CRM IDs, billing IDs, and support IDs to a canonical user and account.

  4. 04

    Signal layer + activation

    An EAV signal store, health scores, and automated routing so your teams can act on the unified data — not just look at it.

Our expertise in action

How we built a composable CDP for a B2B SaaS security platform.

SecureW2 needed a unified customer view across product, CRM, and intent data. Their product team had rich telemetry, their sales team lived in Salesforce, and their marketing team was running RB2B for anonymous visitor tracking — but none of these systems talked to each other. We built a BigQuery-based CDP using dbt, with RB2B webhook ingestion through Pub/Sub for anonymous visitor capture and Salesforce identity resolution handled in the dimension models. The signal store is backed by an EAV design with a Google Sheet seed for the signal taxonomy, so the marketing team can add new signals without filing an engineering ticket.

What we delivered

  • A production composable CDP on BigQuery, governed with dbt
  • RB2B webhook ingestion via Pub/Sub for anonymous visitor tracking
  • Salesforce identity resolution across users, accounts, and companies
  • An EAV signal store with a taxonomy marketing can extend without engineering

The stack we build with

The opinionated toolbox.

BigQuerydbtGoogle CloudPython

Ready?

Ready to actually know your customers?

Stop stitching CSVs. Stop running three dashboards for the same metric. Book a 30-minute call and we'll show you what a unified B2B SaaS data platform looks like.