MSTRWorldUS2013_T5_S8_Salesforce-com-and-MicroStrategy
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This document contains a presentation given by MicroStrategy on January 30th, 2013 about optimizing sales, service, and marketing using Salesforce.com and MicroStrategy. It discusses how MicroStrategy can help address some limitations in Salesforce.com reporting and provide advanced analytics, multi-source data access, and superior visualization capabilities. Examples are given of how unified mobile apps, dynamic dashboards, advanced analytics, visual analysis, and alerts could be used with Salesforce.com and MicroStrategy together. The document also provides information on how MicroStrategy integrates with and connects to Salesforce.com data.
MSTRWorldUS2013_T5_S8_Salesforce-com-and-MicroStrategy
- 1. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 1 Salesforce.com & MicroStrategy: Optimize Your Sales, Service and Marketing Engine Presented by: David Polley, Anand Ladda Date: January 30th, 2013
- 2. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 2 salesforce.com in the Cloud Salesforce.com has grown to now supporting more than 1 million subscribers.
- 3. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 3 Limited in joining data sources in salesforce and external data sets Slicing, dicing, and drilling through data is limited User Interface of Salesforce reports and dashboards is fixed. Salesforce does not support pixel perfect report. Limited Visual Analysis Capabilitites Reports cannot be sorted by aggregate columns Reports cannot have a condition or a limit based upon an aggregate column Integration of external data sources can be complex and requires moving data to salesforce. Salesforce.com Reporting Considerations
- 4. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 4 Access to the Full Power of the MicroStrategy Framework Data Services VLDB-Optimized Multi Pass SQL Engine Optimized MDX Engine Free-form SQL Engine AdministrativeServices MicroStrategy Multi-Source Management Services Clustering Security User Resource Application Services Cache Manager Schedule Manager Prompt Manager Diagnostics MetadataServices Analytics Services OLAP Financial Statistical Custom Date/Time Math String Rank/Tile Conditional Data Mining Logical Comparison Analytics Function Library User Services MicroStrategy Report Services MicroStrategy OLAP Services Analytics MicroStrategy Distribution Services Scorecards & Dashboards Reporting OLAP Alerts & Proactive Notifications Advanced Analysis MicroStrategy Desktop (Development Only) MicroStrategy Web MicroStrategy Mobile MicroStrategy Office MicroStrategy Transactions • Performance • Distribution • Formatting • Multi-Source • Analytics • Transactions • Visual Analysis • Transactions • Multi-Source • Ad-Hoc Analysis
- 5. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 5 Value Proposition Examples Mutli-source • Access data across multiple sources, including data in the cloud and on-premise using different interfaces, including ODBC and Web Services into a single report Advanced Analytics • Multi-pass SQL • Direct field comparisons in a single table • Complex calculated expressions in SELECT list • Sort on multiple columns • True JOIN and GROUP capabilities • No restrictions on reports that can comprise dashboards Superior Visualization • Larger set of highly interactive visualizations • Many visualizations useful to Salesforce modules such as heat maps Mobile • Render analytics on mobile devices with write-back capabilities Actionable Reports • MicroStrategy has the ability to initiate action directly from a report or dashboard Performance • In memory cubes optimize report performance, even for basic reports MicroStrategy Platform Value
- 6. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 6 What can you do with MicroStrategy and Salesforce.com? Unified Mobile Apps Dynamic Dashboards Advanced Analytics Visual Analysis Alerts Sales representative reads from and write- backs to built-in (Accounts, Leads, Contacts, Opportunities, etc) and custom Salesforce.com objects, all from within a single mobile app powered by MicroStrategy Mobile VP of Sales starts with a Dynamic Dashboard populated with Opportunity data. He then drills into detailed Sales rep activity report, that executes in the EDW Customer Support Manager gets a daily burst of “Open Cases” for his region. He then filters the reports to only look at Open Cases of Strategic Accounts (Accounts that have had high revenue Opportunities closed in the last quarter). Premium Support Engineer populates a multidimensional cache in MicroStrategy with results of a query from Salesforce’s Service Module. He then uses MicroStrategy Visual Insight’s heat map and other visualization techniques to spot accounts with a large number of high pain cases and other trends. All this without having to go back to Salesforce.com Parameterized report executes in Salesforce and MicroStrategy sends out exception based alerts via email to Sales representatives to reveal Opportunities that don’t include a specific product, to maximize up-sell and cross-sell efforts
- 7. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 7 Flexible connectivity options support multiple methods to access data Real Time /extract / or cached Data Input and output Fully Integrated with the MicroStrategy Platform MicroStrategy Connectivity Approach Real-Time Write-Back DynamicQuery Generation Expertise / Tools Required ODBC ODBC Web Services XQuery, WebServices, SOQL ETL Export ETL
- 8. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 8 How does MicroStrategy Integrate with Salesforce.com Data Import Engine Transaction Engine Dynamic SQL Engine Report/IntelligentCubeLibrary 1.Import Salesforce.com data into MicroStrategy in- memory cubes, by querying Salesforce.com data model 2.Query Salesforce.com objects using a modeled schema in MicroStrategy 3.Query & Update Salesforce.com data using MicroStrategy’s Transaction Services ODBC/ Web Services ODBC/ Web Services ODBC Report Import Engine 4.Import Salesforce.com standard and user defined reports and visualize in the cloud. Web Services
- 9. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 9
- 10. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 10 Marketing Cloud Interactively segment your markets for targeted Campaigns Salesforce.com report captures Campaign information Import Campaign data into MicroStrategy using Data Import Use mapping visualization to segment and identify markets
- 11. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 11 Service Cloud Transform your customer experience Filter to only look at cases for strategic accounts Drill down to internal HR database for customer service agent’s contact information Identify cases for all accounts in a sales rep’s territory
- 12. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 12 Sales Cloud Manage your sales pipeline on the go Update your forecasts even when “on the move” Collaborate through Chatter Evaluate your opportunities by slicing and dicing along different dimensions
- 13. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 13
- 14. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 14 Create a DSN using the ‘MicroStrategy ODBC driver for Salesforce’ Define a MicroStrategy Database Instance using the Salesforce DBMS object Model Salesforce built-in and custom objects as tables using Architect just like any other relational data source. Define reports using the ROLAP model to query data from Salesforce You can also define Freeform SQL, Query Builder, Data Import and Transaction reports using the ODBC driver Use those reports with Desktop, Web, Report Services, OLAP Services, Distribution Services, Office, etc. Upon execution the SQL submitted is converted into Salesforce’s Query Language (SOQL) by the driver and processed against Salesforce.com’s data model These Tech Notes describe the set-up process for the ODBC driver on Windows (TN38305 ) and Linux (TN38306) How do I set-up MicroStrategy’s Integration with Salesforce.com using ODBC?
- 15. The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. 15 How do I set-up MicroStrategy’s Integration with Salesforce.com using Web Services? Define a MicroStrategy Database Instance using the XQuery DBMS object Define Freeform XQuery reports to query or write-back data to Salesforce Use those reports with Desktop, Web, Report Services, OLAP Services, Distribution Services, Transaction Services, Office, etc. Upon execution the reports communicate with Salesforce.com through its SOAP Web Services APIs MicroStrategy 9.2.1m also ships a native web-services connector for Salesforce. This connector improves upon the pure Freeform Xquery approach of connecting to Salesforce with built-in logic for authentication, request generation and response processing The only inputs to this connector are the credentials to connect to Salesforce and the SOQL query. TN38307 – Walks through the process of querying Salesforce data using the Salesforce native connector TN38308 - Walks through the process of querying Salesforce data using XQuery