Expert Coaching Sessions

Expert Coaching Sessions

This page provides a comprehensive overview of the Expert Coaching Sessions offered by PeerNova for its Cuneiform® for Salesforce® products. Designed for Premier Success customers, these sessions utilize a set of expert coaching hours included in their subscription to conduct focused, outcome-based assessments of their CRM or Data Cloud data.

APPLIES TO | CUNEIFORM FOR CRM CUNEIFORM FOR DATA CLOUD

Table of Contents

Expert Coaching Sessions and Advisory Services

Expert Coaching and Advisory Services are available to Premier Silver and Gold plan members.

Premier Success customers receive a set of advisory or consultative hours with their subscription that can be used to quickly execute focused, outcome-based assessments of their CRM org. These assessments are driven by expert coaching sessions – which are small, structured engagements designed to produce specific data health or reliability outcomes while teaching data assessment best practices.

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Advisory Services are available to Premier Success Customers in four (4) hour blocks.

Expert coaching sessions are arranged with our Solution Architects, and the time spent is subtracted from the available allocation of advisory or consulting hours. These hours are used as necessary while assisting customers throughout each assessment.

Expert Coaching Sessions for Cuneiform® for CRM Customers

Premier Success customers can leverage any of our three expert coaching sessions to improve their data reliability and time-to-value goals. These sessions are designed to quickly demonstrate ROI and leverage best practice data reliability guidance.

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Expert Coaching Sessions build expertise, confidence, and increase the ROI from your CRM data.

Increasing Your Data’s ROI

These coaching sessions are structured to build value progressively and should be completed in sequence, beginning with Data Health. The results of each accelerator contribute to the next, enabling customers to gradually enhance the value they derive.

Completing each assessment increases a customer’s confidence in their data – and boosts their ability to achieve better ROI and manage their data more efficiently.

Example Customer Scenarios

  1. How do I measure the health and identify data quality issues in my Accounts and Opportunities?

  2. How do I identify which fields in my sales pipeline influence how often Opportunities are won and lost?

  3. How do I incorporate the data quality or reliability context of the data powering my Gen AI sales outputs?

Expert coaching sessions have limits on the number of objects and scenarios that can be assessed during an engagement.

Expert Coaching Sessions for Cuneiform® for Data Cloud Customers

Premier Success customers can leverage any of our three Data Cloud accelerators to reduce implementation time, credit waste, and improve time-to-value. These engagements are designed to quickly demonstrate ROI while teaching Data Cloud implementation best practices.

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Expert Coaching Sessions build expertise, confidence, and increase the ROI from Data Cloud data.

Dramatic Improvements in Time-to-Value

Our expert coaching sessions are structured to increase in value incrementally and should be undertaken sequentially, beginning with Data Cloud POC Scoping. The outcomes from one session enhance the next, enabling customers to build on the value they are generating.

Completing each coaching session strengthens customers' confidence in their data and improves their ability to achieve better ROI and manage their data more efficiently.

Example Customer Scenarios

  1. How do I scope my Data Cloud POC to implement it within my free credits constraints?

  2. How can I speed up my Data Cloud project's design and implementation phases?

  3. How can I implement monitoring on my Data Lake Objects to detect changes in record volume and value frequency that can negatively impact downstream activities?

Expert coaching sessions have limits on the number of sources, streams, or Data Lake Objects that can be assessed during an engagement.

Engaging with our Solution Architects

Expert coaching sessions offer customers the quickest and most effective way to derive immediate value from Cuneiform for Salesforce products.

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Apply this Data Assessment Process to Understand the Shape and Health of Your CRM Date

Our Solution Architects will collaborate with your team, providing detailed guidance on how to carry out each assessment and interpret the results. The goal of each session is to empower your team to conduct these assessments independently in the future.