Optimize Your Sales, Service and

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17 Φεβ 2014 (πριν από 3 χρόνια και 1 μήνα)

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s O
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1

Salesforce.com & MicroStrategy:
Optimize Your Sales, Service and
Marketing Engine

Presented by:
David Polley, Anand Ladda

Date
:
January 30
th
, 2013



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2

salesforce.com in the Cloud

Salesforce.com has grown to now supporting more than 1 million
subscribers.

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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

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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

Administrative Services

MicroStrategy Multi
-
Source

Management

Services

Clustering

Security

User

Resource

Application

Services

Cache Manager

Schedule Manager

Prompt Manager

Diagnostics

Metadata Services

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



The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Docume
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Contents To

Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or It
s O
fferings. 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

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Contents To

Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or It
s O
fferings. 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

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Docume
nt
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 It
s O
fferings. 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

Dynamic Query
Generation

Expertise

/ Tools

Required

ODBC







ODBC

Web Services






XQuery
,
WebServices, SOQL

ETL Export




ETL


The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Docume
nt
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 It
s O
fferings. Reproduction or Distribution Is Prohibited.

8



How does MicroStrategy Integrate with Salesforce.com

Data Import
Engine



Transaction
Engine



Dynamic SQL
Engine



Report
/Intelligent Cube Library

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

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Docume
nt
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 It
s O
fferings. Reproduction or Distribution Is Prohibited.

9

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Docume
nt
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 It
s O
fferings. 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



The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Docume
nt
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 It
s O
fferings. 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

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Docume
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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

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Docume
nt
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 It
s O
fferings. Reproduction or Distribution Is Prohibited.

13

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Docume
nt
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 It
s O
fferings. 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?

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Docume
nt
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Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or It
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fferings. 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