Salesforce.com and MicroStrategy. A functional overview and recommendation for analysis and application development

Transcription

1 Salesforce.com and MicroStrategy A functional overview and recommendation for analysis and application development

2 About the Speaker Prittam Bagani Director, Product Management Prittam started working for MicroStrategy in He has held positions across different departments including Technology, Marketing and Product Management. Prittam currently holds the position of Director, Product Management and is responsible for leading Product Management efforts for MicroStrategy s self-service analytics capabilities. Prittam holds a BS in industrial Engineering and an MS Quality and Manufacturing Management.

3 Agenda At a glance Overview of Salesforce.com MicroStrategy connectivity to Salesforce.com Why use MicroStrategy with Salesforce.com for analytics

4 Salesforce.com Introduction Founded 1999 One of the most highly valued American cloud computing company with a market cap of ~$45B 1 #1 CRM market share position and consistently gaining share from competition like SAP and Oracle 2 Provides cloud based platform for sales, marketing, customer support, and a platform for building custom applications. Source: 1. Google Finance Jan 29, 2016; 2. Salesforce investor day September 15, 2015

5 Salesforce.com Market share by product offering Sales Cloud 41% Service Cloud 16% Mktg. Cloud 11% Analytics Cloud <1% Source: Salesforce investor day September 15, The quoted source was Gartner, Inc., Market Share All Software Markets, Worldwide, 2014

6 How MicroStrategy integrates with Salesforce.com Connectivity options Report Import Import Salesforce.com standard and user defined reports into MicroStrategy. ODBC Query Salesforce.com objects like any other relational source. Web Services Connect to Salesforce.com data using a native web services connector. ETL Export Salesforce.com data onto a DWH and use MicroStrategy with the DWH MicroStrategy Data Import MicroStrategy Architect Or MicroStrategy Data Import Benefit from the power of MicroStrategy Security Performance and Scalability Administration/Automation Distribution and Alerting In-Memory Adv. Analytics Mobile Dashboards and Visualizations Multi-source and more.

7 MicroStrategy Connectivity Support Matrix for connectivity options Live Access In-memory Write-back Data Dynamic Query Generation MicroStrategy Functionality Report Import No Yes No ODBC Yes Yes Yes Web Services Only Salesforce Reports Some restricted tables are not available Yes Yes Yes All SF.com data No No Yes Some MicroStrategy functionality not available like custom groups, consolidations All Some MicroStrategy functionality not available like custom groups, consolidations ETL > DB Yes Yes NA All SF.com data Yes All

8 Multiple Options to connect to Salesforce data Considerations for when to use Architect and when to use Data Import when using ODBC MicroStrategy Architect Application Level: For access to all MicroStrategy functionality like Prompts, Hierarchies Data Level: Allows you to create a enterprise-wide logical data model and handle more complex scenarios. Data Import Application Level: Some functionality like prompts, and hierarchies not available Data Level: Provides much faster turnaround time (auto metadata detection, auto geo mapping, etc.). Is suitable for subject-oriented analysis

9 See it in action! Demo #1 Data Import

10 See it in action! Demo #2 ODBC

11 Wait a minute.. Doesn't Salesforce have its own data analytics capabilities?

12 Salesforce.com analytics options Two different options Salesforce Reports and Dashboards What it is Used for Data Historical Cost Operational reporting on Salesforce data to get snapshot of CRM Basic Metrics and static reporting Salesforce only 90-days analysis Free with Salesforce.com

13 Salesforce Reports have limited capabilities Basic reporting Limited interactivity No multi-source

14 Salesforce Dashboards have limited capabilities Basic dashboards No ad-hoc exploration Limited mobile functionality Basic visualizations

15 Salesforce.com analytics options Two different options Salesforce Wave What it is Used for Data Cost Launched new capabilities in Provides pre-built apps and platform for analytics More interactive and visual than Salesforce Reports but has many limitations External data can be used Additional platform and per user costs

16 Salesforce.com Wave Analytics Limitations New product missing many capabilities commonly available in most BI tools. Geospatial capabilities; self-service data preparation; internationalization, Dynamic Dashboards, Export to other formats, administration, limited visualizations, etc. No support for analytics outside of SFDC users. All data required for analytics must be loaded into Wave. Cannot report directly on source data. Struggles to provide more complex analysis Releases are not staggered Only option to deploy is through Cloud Cost are high and require platform costs + per use costs high

17 Top reasons why customers choose MicroStrategy for Salesforce.com 1. Easier data access from multiple sources Access data from where it resides Connect to all major data sources DBs, Files, Cloud Sources, Big Data sources Flexibility to perform enterprise-wide data modeling or analyst driven data mashups EDW

18 Top reasons why customers choose MicroStrategy for Salesforce.com 2. Richer dashboards and visualizations Powerful design surface for enterprise-grade apps Extensible visualizations Geo analysis

19 19 Why customers choose MicroStrategy for Salesforce.com 3. Powerful analytical capabilities Optimization What do we want to happen? Projections What is likely to happen based on past history? Relationship Analysis Benchmarking Trend Analysis Data Summarization What factors influence activity or behavior? How are we doing versus comparables? What direction are we headed in? What is happening in the aggregate? 300+ analytical functions out-of-thebox provide enough capabilities for most organizations Integration with 3rd party tools like SAS, R, and SPSS for additional capabilities Industry s most powerful SQL Engine and 300+ native analytical functions Specialty Tools

20 Why customers choose MicroStrategy for Salesforce.com 4. Superior mobile capabilities to build powerful sales productivity apps Native experience that allow building powerful mobile apps. Build workflow apps that can Write-back and also provide built in multimedia capabilities

21 Why customers choose MicroStrategy for Salesforce.com 5. Personalized report delivery and proactive notifications help improve business efficiency Mass distribution of personalized content Proactive notification and exception based alerting Event- and time-based delivery

22 Why customers choose MicroStrategy for Salesforce.com 6. Powerful data exploration and preparation for rapid iterative analysis Best in class data discovery functionality Integrated data cleansing and preparation capabilities

23 Why customers choose MicroStrategy for Salesforce.com 7. Embedded Analytics Embed power of MicroStrategy right within Salesforce.com Allow single sign-on and fully leverage the salesforce.com security model

24 What can you do with MicroStrategy Some examples Multi-source and easier data access Richer dashboard / visualizations capabilities Advanced analytics Stunning mobile apps that allow write-back Distribution and proactive notifications Exploratory data analysis and data wrangling Embedded analytics Management looks at dashboard that combines information from salesforce.com, marketing automation system and homegrown employee management system to provide a view of business. The data resides in their respective sources VP of sales starts with a summary view of opportunity data and then drills into individual regions. He compares current opportunities with historical data and gets insights into how well each regions is performing. He then drills into detailed sales rep activity. CXOs looks at analysis that provide correlation of marketing spend on number of opportunities and realized revenue. They perform whatif analysis to determine marketing spend to achieve the sales targets for the next quarter. Sales rep reads from and writes back to built-in and custom Salesforce.com objects to gain instant visibility into Accounts, Leads, Contracts, Opportunities, and more using a single Mobile App powered by MicroStrategy. Competitive Intelligence team stays on top of market dynamics by automatically receiving reports when a deal with a specific competitor is closed or lost. The team sets criteria like deal size and competitors involved for receiving such s. Data analysts from across the company perform ad-hoc data exploration to gain and share insights. They use slaesforce..com data and easily combine it with other data sources like social media, EDW Big Data sources or flat files to perform their analysis. Information systems team embed MicroStrategy directly inside salesforce.com to provide a seamless experience to their salesforce.com users. The users can now see deep and relevant analytics right within salesforce.com

25 Conclusion: Benefit from the best of both the worlds Salesforce is a leader for CRM. MicroStrategy is the leader for Analytics Analytics Leader in Analytics New entrant Sales Force Automation NA Leader in Sales Force Automation

26 Thank You!