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

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.

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

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

Ad

min

istr

ativ

e Se

rvic

es

MicroStrategy Multi-Source

Management Services

Clustering Security User Resource

Application Services

Cache Manager Schedule Manager Prompt Manager Diagnostics

Met

adat

a Se

rvic

es

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 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

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

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 Rea

l-Ti

me

Wri

te-B

ack

Dyn

amic

Qu

ery

Gen

erat

ion

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 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

Re

po

rt /In

tellig

en

t Cu

be

Lib

rary

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 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

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

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

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

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

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?

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