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.

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
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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