Why Customers Choose Cuneiform for CRM
Table of Contents
Why Did We Create Cuneiform® for CRM?
Data Quality is a Common Challenge for Salesforce Customers
Salesforce customers frequently encounter significant data quality challenges in today's business environment. These challenges occur for common and familiar reasons: data is trapped in silos across various departments and systems. This trapped data negatively impacts customer experience and erodes ROI. Investments in analytics, AI initiatives, and other business-critical applications powered by this data will fail to generate the expected ROI – as long as the data powering these systems remains unreliable.
In a real-world CRM environment, ensuring that data is complete, correct, timely, and consistently created is tough. CRM data must be reliable to support compliance efforts, maintain operational efficiency, and maximize CRM systems' ROI.
Most Companies Find It Hard to Invest in Data Quality Initiatives
CRM Admins and practitioners need help maximizing the business impact of their CRM data by ensuring their CRM solutions are powered by reliable data. Determining if data is reliable often requires time, money, resources, and buy-in from leaders. Unfortunately, starting these discussions is hard because data quality issues are complex, and it isn't easy to justify, scope, budget, and quantify any investment effort's ROI.
Everyone knows that data quality is a challenge. That said, sizing the challenge and measuring the impact of data quality improvements on the business is complicated – and the inability to correlate data quality improvements to business ROI stalls most data reliability improvement discussions.
We've delivered a product that every Salesforce practitioner and customer wants. It enables users to assess the objects and fields in their Salesforce org, monitor field usage and value frequencies as data volume changes, identify data quality challenges, and locate the trapped ROI in their CRM data.
Using Cuneiform® for CRM, customers can now engage their leadership in data quality discussions – and confidently demonstrate their progress and the impact of data quality improvements on the business.
Who Is the Cuneiform for CRM for?
As the name implies, we wanted to provide a tool for CRM practitioners and customers responsible for their Salesforce org meeting overall business results. The path to business results often requires understanding data quality and reliability.
Every Salesforce practitioner has a data story where they wish they had known what they learned about CRM data at the beginning of a project. Understanding simple things up front, like what object, field, and value usage trends exist, mitigates huge downstream risks and saves budget. Our products are for those practitioners who have been snake-bitten by CRM data.
Benefitting All Salesforce Practitioners
Whether you administer CRM, analyze business data, ensure data governance, or oversee implementation projects – Cuneiform for CRM streamlines data operations and maximizes efficiency.
By addressing the unique needs and challenges of CRM admins, business analysts, data professionals, and implementation teams, Cuneiform for CRM is the linchpin for enhancing user experience, unlocking trapped ROI, ensuring reliable data-driven outcomes, and exceeding project delivery expectations.
Beneficiaries Include
CRM Admins and practitioners responsible for the reliability of Salesforce data
Business Analysts responsible for business needs identification and solution design
Business Data Stewards responsible for Salesforce data governance
Line of Business Leaders responsible for Sales, Service, or Industry outcomes
Executives responsible for business performance
Supported Use-Cases Include
Data migration
Org merge or consolidation
Data Health assessment
Data clean-up Initiative
Sales performance management
Service performance management
ROI and Conversion growth
Data Quality Monitoring
Data Reliability monitoring
Helping Customers Find Where Trapped ROI Exists
Our CRM products help customers unlock ROI trapped by unreliable, unhealthy data. Cuneiform for CRM can automate the measurement and monitoring of data reliability for Salesforce objects and use cases – powering workflow and AI-driven outcomes.
Cuneiform for CRM supports two product versions: Field and Data Management and Business Data Reliability. Field and Data Management is always free and fully functional for Salesforce customers, while Business Data Reliability can be licensed annually.
Whether working on data migration, getting ready to deploy a new lead-nurturing process, or analyzing Revenue Operation results, Salesforce practitioners can use Cuneiform for CRM to quickly assess whether and why CRM data can meet business expectations.
Identify usability gains from unused fields, values usage trends, data dictionary health, and schema optimization opportunities.
Simplify data migration, integration, and data cleanup planning efforts with before and after profiling analysis.
Improve user adoption by finding and acting on the data quality patterns and challenges that introduce business risk.
Assess business data reliability by profiling and comparing successful and unsuccessful outcomes.
Leverage unlimited data reliability KPIs to measure and monitor data reliability for specific use-cases.
Measure predictive and generative AI readiness for use cases by identifying objects and fields with predictive power.
The approach provided by both products ensures that stakeholders can harness the full potential of their CRM data – transforming it into a powerful asset for the entire organization.
Why Is Cuneiform for CRM: Field and Data Management Free?
Changing the Approach to Data Reliability in the Salesforce Ecosystem
Many organizations need help prioritizing, scoping, and funding data quality initiatives. A common challenge among these organizations is knowing where their data quality challenges exist – or where to start assessing and addressing them.
With Cuneiform for CRM, we created a product with a core set of data reliability and data management capabilities that require no upfront financial investment. The only investment that Salesforce CRM Admins, practitioners, or teams require is time to install, learn, and leverage our product. We provide the deepest and richest set of profiling analytics in the AppExchange.
Asking for funding to procure tools or hiring expert resources to research and identify data reliability problems can take time and effort. These requests can be expensive, and quantifying the return on these investments is often tricky. We’ve eliminated the funding barrier by providing Salesforce customers with the most comprehensive set of 100% free data management features—for free, forever.
What Can Cuneiform for CRM Do for Me?
Individuals should be able to install Cuneiform for CRM, configure it, select a Salesforce Object to profile, and assess the object’s data within one business day – with no custom development. This activity powers all technical data health and business data reliability use cases.
Cuneiform for CRM: Field & Data Management
Great for Measuring Technical Data Health
Identify usability gains from unused fields, values usage trends, data dictionary health, and schema optimization opportunities.
Simplify data migration, integration, and data cleanup planning efforts with before and after profiling analysis.
Improve user adoption by finding and acting on the data quality patterns and challenges that introduce business risk.
Cuneiform for CRM: Business Data Reliability
Great for Measuring Business Data Reliability
Assess business data reliability by profiling and comparing successful and unsuccessful outcomes.
Leverage unlimited data reliability KPIs to measure and monitor data reliability for specific use cases.
Measure predictive and generative AI readiness for use cases by identifying objects and fields with predictive power.
With this power, customers can now create data reliability processes where their newfound insights into data health and reliability are woven into their business operations – and improving business outcomes.
Flexible to Support Any CRM Business Scenario
Cuneiform® for CRM is flexible to support data quality and reliability measurements for multiple use-cases and business scenarios – including Sales, Service, or Industry-specific use-cases.
If your scenario depends on CRM data's reliability, Cuneiform® for CRM can measure if your business data is fit for purpose. Use Cuneiform® for CRM to assess the reliability of CRM Data for AI, Analytics, and Automation processes.
Create a Data Reliability Process for Your Salesforce Org
Every Salesforce customer can now create their own data reliability processes to measure the reliability of their object data. These processes begin with selecting relevant CRM objects for profiling, followed by the systematic improvement of data reliability metrics, and ultimately result in automated, vigilant monitoring of data reliability within a Salesforce org.
Rapidly Assess the Health of CRM Objects, Fields, and Data
Cuneiform® for CRM profiles Salesforce objects in record-time – and generates a comprehensive collection of profiling statistics and insights that can be used to assess Object, Field, and Data health.
Cuneiform® for CRM also produces these insights faster than other native Salesforce data reliability products. It profiles millions of records in minutes – and generates actionable insights for stakeholders.
Visualize and Articulate Trapped ROI
Cuneiform Data Health Reports enables users to generate over 100 free reports based on metadata created by its powerful profiling engine. These reports help users quickly identify and visualize problem areas within their Salesforce data, unlocking trapped ROI and providing clear insights for improvement. The accessible, digestible format ensures stakeholders can easily understand data reliability issues, empowering them to make informed, actionable decisions that drive business outcomes and maximize the value of Salesforce data.
Measure and Correlate Data Reliability KPIs
Cuneiform® for CRM enables users to measure the reliability of their CRM Data using Salesforce formulas to express Data Quality measures describing record completeness, correctness, consistency, and timeliness.
Automate Data Reliability Monitoring
Data constantly changes due to business activities such as mergers and acquisitions, end-user bulk-importing new leads, or a new IT initiative. CRM Data must be monitored regularly for changes in data quality or reliability.
CRM practitioners and stakeholders need to identify when data quality significantly improves or (usually) worsens. They want to be notified when these changes occur so that they can perform the necessary root cause analysis.
Cuneiform for Salesforce products all support data reliability monitoring with flow templates that can be used to create custom monitoring schedules. Any measurements or assessments performed by Cuneiform® for CRM can be scheduled via Salesforce’s Flow Scheduler.