Storable CRM integrates with Snowflake, a data warehouse and analytics platform that allows users to access their data, create custom reports, and better understand their operations.
Users need to create their own Snowflake account to access their Storable CRM data. See Instructions for Snowflake Data Sharing for more information. For inquiries about Snowflake data, email our support team at callpotentialdata@storable.com.
Snowflake provides a single platform to store your data with managed, secure access. Snowflake is a cloud-based application, so you have access to the data that Storable CRM automatically sends. Once your Storable CRM data is linked to your Snowflake account, you can leverage Storable CRM’s Data Dictionary and SQL Queries to create custom data reports, data visualizations, dashboards, and more.
Data Sharing Between Storable CRM and Snowflake
When your Snowflake account is linked to Storable CRM, a nightly load process pushes the prior days’ data from the Storable CRM database into your Snowflake data share.
Once the Storable CRM data is transmitted to Snowflake, the ETL process pulls data from all the individual MySQL tables, and pushes them into Elastic Search, which houses the data in a normalized format. This data normalization is achieved when all ledger integration tables go into a single ledger shard. Then, the data is extracted and sent to the V2EXPORTS data dictionary from a single JSON structure into the normalized table views displayed in V2EXPORTS.
After the data is normalized, you can use Storable CRM SQL Queries to interpret the data in Snowflake for custom reporting. Storable CRM’s SQL queries extract real-world business models (leads, follow ups, collections, etc.) and the V2EXPORTS Data Dictionary defines all of the physical table names.
Use the resources below to better understand Storable CRM’s data structure and get insights on how to get started running SQL queries and creating custom reports in Snowflake.
Data Dictionary
With access to our Data Dictionary, you can view data sets for Leads, Follow-Ups, Calls, Payments, Collections, and other processes. The Storable CRM Data Dictionary for shared data is organized into individual tiers, so you can copy data into your Snowflake account and execute it with shared data.
To access the Data Dictionary, click here. On the next screen, in the upper-right corner, click "Download" and open the file.
Each type of data point in the TABLE_NAME column (column H) includes a brief description, which is viewable by mousing over the top cell of each type of unique data point. For example, the CLOSINGPCT note is “Closing % of leads that have been associated with a call.”
SQL Queries
Storable CRM created pre-baked queries to choose from, depending on your data reporting needs. These queries can be run directly from your Snowflake account, and will calculate commonly asked questions about different data points, such as how many follow-ups your employees have completed.
To access the Report SQL file, click here. On the next screen, in the upper-right corner, click "Download" and open the file.
Data Analysis – Reporting Example
Let’s say you want to calculate the number of follow-ups completed by your employees.
See the Data Dictionary for the followup_reports view to understand the data parameter. The file includes an employee_id parameter, which can be linked to users to gather the employee's name. This parameter is further explained in the spreadsheet as a shared key (for example, followup_reports.employee_id == users.user_id).
Refer to the SQL Queries to understand the counts for different follow-up types. For example, the follow-up type completed by the employee includes information about the call, email, and SMS.