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Salesforce & SQL: Get More from Your CRM Data Using the Tools You Love

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Salesforce is one of your company’s core data sources, so why is it so difficult to work with the data? This webinar explains how you can take back your CRM data and explore it in completely new ways.

Published in: Data & Analytics
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Salesforce & SQL: Get More from Your CRM Data Using the Tools You Love

  1. 1. 3 Methods for Analyzing Salesforce Data
  2. 2. #CRMdata Poll question How does your company analyze Salesforce data today? 1.Build Salesforce reports 2.Export data and analyze it in spreadsheets 3.Load it into a data warehouse for analysis 4.Other
  3. 3. #CRMdata 1.Salesforce reports
  4. 4. #CRMdata 2. Data exports Export tons of data
  5. 5. #CRMdata 2. Data exports Analyze in spreadsheets
  6. 6. Your Friday looks like this...
  7. 7. #CRMdata Problems with these approaches Siloed Data - Not everyone lives in Salesforce - Possibility for duplicate work - Possibility for multiple sources of truth - Unable to tie to outside data sources Reporting Capabilities - Salesforce is not built to be a reporting tool - Reporting needs are often hard or even impossible to accomplish within Salesforce - Incredibly time consuming
  8. 8. #CRMdata 3. The best way to do this
  9. 9. #CRMdata 3. The best way to do this Payments Marketing Automation Customer Support
  10. 10. #CRMdata Problems with this approach Connections Accuracy Latency Scale Flexibility Monitoring Maintenance
  11. 11. #CRMdata Or try Pipeline
  12. 12. #CRMdata All your data in one place Ad Platforms Customer SupportWeb Data Marketing Automation CRM PaymentsEcommerce
  13. 13. Salesforce + SQL
  14. 14. #CRMdata Just add Mode
  15. 15. #CRMdata Example Using Salesforce, let’s: 1.Determine how much new business closed each month 2.Cohort by the amount of time it took to close each deal
  16. 16. Example: New Business Start with Salesforce.
  17. 17. Just 6 lines of SQL! Example: New Business Replicate in SQL.
  18. 18. Example: New Business Build a chart anyone can refresh.
  19. 19. Example: New Business, Cohorted In Salesforce, it gets complicated quickly.
  20. 20. 7 lines of SQL! Example: New Business, Cohorted Simple in SQL.
  21. 21. Example: New Business, Cohorted Instantly up to date.
  22. 22. #CRMdata Easy in SQL, hard in Salesforce Working with raw data also has other benefits: Calculate metrics Salesforce can’t Time between stages Actual probabilities of close at different stages Touches required to advance a deal Work around messy data
  23. 23. Example: Tracking the Sales Funnel Comparing time periods. Hard in SFDC, easy in SQL.
  24. 24. Example: Tracking the Sales Funnel Actual performance vs goal
  25. 25. #CRMdata CRM + Product data Does our sales team talk to the right people? CRM + Product + Help Desk Is our point of contact the best Mode champion? Joining data from multiple sources
  26. 26. Example: CRM + Product Start by joining the data together with straightforward queries.
  27. 27. Example: CRM + Product Find out who sales is overlooking.
  28. 28. Example: CRM + Product Make the data accessible to everyone in sales.
  29. 29. https://modeanalytics.com/modeanalytics/reports /2d78b968422a Example: CRM + Product Make the data accessible to everyone in sales.
  30. 30. https://modeanalytics.com/modeanalytics/reports /2d78b968422a?run=now&param_account_name=octan Example: CRM + Product Make the data accessible to everyone in sales.
  31. 31. Example: CRM + Product Integrate the report into Salesforce for easy access
  32. 32. #CRMdata More combinations = more insights Lots of other attributes could help sales Who’s been most active in the last week? Who’s had support tickets closed very quickly? Other champion indicators? Who’s submitted LOTS of support tickets? Other detractor indicators?
  33. 33. Example: Funnel Analysis CRM + Marketing Automation + Web Analytics + Databases
  34. 34. Example: Help Desk + Web Analytics +

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