Tools Used: Qlik Sense, Qlik Script (ETL), Snowflake SQL, Salesforce
Category: Go-To-Market Analytics · Buyer Journey Modeling · Data Modeling · ETL Pipelines
🧩 Problem ?
Buyer intent signals were distributed across systems but lacked a unified framework to connect them with opportunity outcomes and revenue impact.
As a result:
- Engagement data was fragmented and difficult to interpret
- No clear mapping between buying agendas and pipeline movement
- Teams relied on volume-based signals, not conversion quality
- GTM teams lacked guidance on which messaging actually drives pipeline
🛠️ My Approach
1. Data Integration & Validation
- Integrated:
- Snowflake**:** buyer intent signals, engagement events
- Salesforce**:** opportunity lifecycle, stage progression
- Performed SQL-based validation to ensure:
- Correct mapping between engagement events and opportunities
- Temporal alignment across engagement to opportunity to conversion
- Consistent categorization across buying agenda segments
2. Data Modeling & Agenda Structuring
- Standardized and normalized Buying_Agenda values:
- Cleaned text fields (case normalization, delimiter handling, noise removal)
- Split multi-agenda entries into structured categories
- Built a model linking:
- Engagement events → Buying agendas → Opportunities
- Enabled:
- One-to-many relationships between signals and opportunities
- Aggregation at both agenda-level and segment-level
3. Analytical Framework (Core Logic)
Designed a framework to evaluate agenda effectiveness beyond volume metrics:
- Measured:
- Engagement volume by buying agenda
- Conversion tendency (agenda → opportunity)
- Relative strength of agendas across segments