Bedrock Data joins Formstack - read the news here!

Jeremy Martin | April 27, 2018

Webinar: Reporting From a Unified Data Warehouse

 

 
 
 
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Speaking on the webinar from Bedrock Data were our very own:

  • Zak Pines, VP of Marketing
  • Luke Owen, Director of Customer Success
  • Ryan Plunkett, Manager of Business Operations

From a high level, the webinar covered:

  • Analytics and data challenges for Marketo, HubSpot & Salesforce users.
  • How the Fusion Warehouse works.
  • What's possible
  • Reporting in BI tools.

 

Analytics & Data Challenges

Over the last year, we've spoken to a lot of customers. During our conversations, what we would often hear is: "I'm tired of my data being buried in my systems"; "My systems are easy to use, but hard to report out of"; "I want easier access to my data."

Many would also say that they were having problems with reporting and analytics. While CRMs and other SaaS systems were doing a good job, they weren't designed to be analytics tools, which means most folks get stuck manipulating data. About 80% of an analyst's time is spent preparing data. 

This sets the stage for the reporting dilemma: the market is flooded with great tools -- Tableau, Power BI, Looker, and so on -- but getting data out of great systems such as HubSpot, Marketo, and Salesforce, so they can feed those analytics tools is a real challenge.

One big reasons this happens is because every SaaS application is unique. Marketing systems tend to center around leads or contacts. CRMs are often built around leads that get converted into a contact or account.

Hence data gets spread across different structures. And tons of time is wasted manipulating data to prepare it for analytics. 

Overcoming Data Silos to get a Unified View of Customers

To solve this problem, we built an automated solution that eliminates data prep and siloed reporting. 

 

Fusion

With Fusion, all you have to do is connect your systems to get an on-demand data warehouse that leverages a pre-built data schema. What this means is Fusion is neatly organized. You can access data from your systems themselves, or access data from all at once, with the relationships between that data already mapped for you based on a default schema. Fusion does this by standardizing the object structures that differ so widely between SaaS applications. And when data are all in one place, you can query or visualize it directly.

Overcoming Data Silos to get a Unified View of Customers (1)

The typical process for using Fusion is simple: connect the systems you're syncing data for, then plug your warehouse directly into your analytics or BI tool of choice.

Customer Webinar - Fusion

So what does Fusion look like underneath the covers? 

Among this standard data schema are fused records, which combine data across all connected applications and make joining related objects easy. This standard data schema also makes it much, much faster than connecting to multiple datasets at a time or waiting on slow API calls to load.

 

What's Possible

We've been developing this product for a while. So we know it's possible of great things. For example, with Fusion you can now:


  • Own your data across multiple applications. This is super important for having an artifact of your data that you can see and touch. Great for GDPR and transparency.
  • Enable cross-object analysis with links tables. Analysts love it.
  • Achieve real-time analytics. The warehouse can be plugged in, meaning your data is accurate and up-to-date, not weeks behind.
  • Use your database for custom applications. Some companies love to feed Fusion's SQL data into custom applications they've built or are building.

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Demo

Running analysis on fused data is a cinch. First, it takes less than 60 seconds to connect to your data warehouse. Here's a sense of how easy it is to plug your Fusion warehouse.  

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Now in the old world, your systems limit your analysis. You have to export data, load it into Excel and weave it together. The data you want is in different formats. 

But with Fusion, after creating an account you land on the home page where you can authorize connectors such as HubSpot. This is as simple as signing into your system (you'll want administrative privileges so you can easily authenticate.)

Then Fusion ingests the data from all your connectors, builds your schema, tables, and formats everything for you automatically.

When the warehouse is ready, you'll get an email that lets you know that it's ready to feed your reporting, analytics, and dashboards.

To establish a connection to any BI tool, such as MySQL Workbench, you simply go to the Credentials tab, where you'll find your Warehouse Keys.

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Once you've established your connection with your Fusion Warehouse, it's time to explore what's in it. You can do this by running a SHOW TABLES command. The fused, raw, and links tables will be easy to identify. 

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There you'll find your fused tables -- Bedrock Data's bread and butter. Fused tables are the clean version of all your data from all your system's objects. 

You'll also see that each of the raw tables contain all of the fields on each of the objects from your native system.

Finally, we have the links tables. These allow you to create relationships across the various objects. For instance, in HubSpot you have a Contact. In Salesforce you have a Contact tied to an account. If Jane Doe exists in both systems, using the links tables you can return a report with all the data that relates to Jane Doe from all the connectors you have. The great thing about this is you don't have to key on a certain value. Nor do you have to conjure criteria for which keys to join your objects. Your data is much more accessible to work with. It's standardized and up-to-date. You can do the analysis in a single day.

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By default, there are universal mappings in Fusion. Since everyone has custom fields, we allow you to map these in the product itself. For more on this, see our post Mapping Systems & Fields in Fusion.

For Sync customers, you're not limited to the fields you're syncing. Fusion works for all fields. And if you map a custom field, Fusion will rebuild your warehouse for you.

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For those who aren't SQL junkies, there are a ton of free tools such as Metabase and Power BI, which has great features that let you drag and drop visualizations onto the canvas, and update them dynamically.

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Amazon Quicksight also frees you from having to write a single line of code. And the fused records appear right off the bat.

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If you are, in fact, adept at SQL, Fusion makes your queries much, much shorter. You have far fewer lines to write when the data is pre-joined. We've done all that matching ahead of time. You could fetch all your company data accessing contacts tables and linking them together.

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Pricing

Fusion is a companion product for Sync. Its record count is based on the raw number of records, which scales nicely for anyone adding or subtracting records on the fly. Beyond getting access to all your systems' data in a clean format, tailor made for analysis, you also get a fully maintained cloud data warehouse.

To thank our Sync customers for their business, Bedrock Data is offering a 50% discount. While Fusion is $299/month for 75,000 records, for Sync customers we will offer 25% discount in general, and as a special launch offer will raise that discount to 50% through May 31.

Fusion also include support service, should you need help or assistance from our teams. If you have questions about how Fusion relates to the way you're syncing data, we're happy to chat or demo Fusion's data warehouse.

We've made Fusion incredibly easy for Sync customers to try for free. So let's get started.

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