I went through this process previously at my 4 rooftop group. I documented the process and put it in the
DR Resources tab here as well as GitHub with a more detailed
architectural breakdown.
We used:
- CDK (DMS): The Data Your Way export tool for daily pipeline cadence. This was super helpful.
- DriveCentric (CRM): They offered direct API connection
- Infrastructure: AWS API Gateway, S3 storage, Glue for dedup/cleaning, and Redshift for storage
- Reporting: Data Studio
- Marketing Activation: Segment CDP
What I'd do differently now:
- I'd go with BigQuery/Google Cloud over Redshift/AWS for the native integrations with GA4 and Data Studio as Ryan mentioned ^
- Supermetrics (they recently released a marketing intelligence platform for activation) or Airbyte if you want more technical control
- Evidence.dev for reporting. They have NLP built-in so non-technical folks can build reports too and permission controls if you wanted to create reports per department.
Depending on the DMS and CRM, the pipeline will be the largest obstacle. But DriveCentric and CDK had these export tools which made it ALOT easier to get things started. And as always, get comfortable with the data dictionary provided
It was a fun and beneficial project for our group and I hope some of this helps you in your quest!