Salesforce Tips and Resources

Quick Tips to Get Started with Salesforce Quote-to-Cash

Posted by Cece Adams on Jun 8, 2017 10:35:00 AM

It’s a fact of life that closing deals can be complicated. And if your company needs to manage a large product catalog, apply automatic discounts, or keep track of a quote’s signature status, you may have some even bigger issues.

A great Configure-Price-Quote (CPQ) tool can be invaluable in these scenarios. While there are many tools in the market, Salesforce Quote-to-Cash (formerly SteelBrick) has some impressive features that kick traditional CPQ up a notch.


But with so much functionality available, knowing where to start can be tricky.

Fortunately, there are easy ways to dip your toes into the Configure, Price and Quote elements of Salesforce Quote-to-Cash, so you can get your team quickly up and running and start closing those complicated deals effortlessly.

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Topics: Salesforce Quote-to-Cash

CRM + CPQ: 3 Unexpected Advantages of Salesforce Quote-to-Cash

Posted by Cece Adams on May 31, 2017 6:48:00 AM

For most of its existence, Salesforce has focused its solutions around improving the internal processes of selling to and servicing clients. That’s why in 2015, when Salesforce acquired leading configure-price-quote (CPQ) vendor SteelBrick for a cool $300 million, stakeholders across the CRM industry collectively held their breaths to see how things would shake out.

With the addition of CPQ – aka Salesforce Quote-to-Cash – to the Salesforce family of solutions, Salesforce appears to be extending its CRM wheelhouse to encompass more of the “final mile” aspects of closing sales.

The 300-million-dollar question, though, is: How well does Salesforce Quote-to-Cash work?

Let’s explore that further.

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Topics: Salesforce Quote-to-Cash

A Technologists Dreamforce 2016

Posted by Shoby Abdi on Nov 1, 2016 7:33:00 AM

Dreamforce is always a whirlwind of different experiences related to Salesforce. Every year they manage to absolutely out do themselves in terms of content and the amazing ways they deliver that content.

This year was no different. There were so many amazing announcements and “Ohana” (family) moments, but I will try to condense it into the top three that inspired me (along with some outlier things I really loved).

1. Einstein and Accompanying Apps

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Topics: Dreamforce16, My Salesforce1, Einstein, Salesforce DX, Communities Lightning Bolt

Harnessing the Power of Analytics Cloud in Communities

Posted by Shoby Abdi on Aug 24, 2016 3:00:00 PM

 

Here at Wave6 we've been building on two of Salesforce’s most recent and popular Clouds: Analytics Cloud and Community Cloud. Wave6 is one of the premier partners when it comes to solutions on these two Salesforce platforms. We are starting to hear from quite a few of our existing and new customers an interest for convergence of these two clouds. 

In many of our implementations we have integrated Sales or Service Cloud with Analytics Cloud, or App Cloud integration using tools like Lighting Connect with Analytics Cloud and even Partner Communities using Sales/Community Cloud or Customer Communities using Service/Community Cloud. The new fusion of a robust analytics tool with a best in breed collaboration tool has bought new concepts that have not been seen much as of yet. 

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Topics: Analytics Cloud, Salesforce Analytics, Wave Analytics, Community Cloud, Salesforce Communities

How to Set Up a Contact-Centric Salesforce Org.

Posted by Amy Seibert on Jul 26, 2016 8:33:12 AM

Working in the Higher Ed space, or any B2C O2I*[1] organization, can present the Salesforce Administrator with a headache: how to manage the Account of the Contact record, when the Contact is as important, if not more important, than Account. 

Sure, Accounts are important – we want to know about the schools we recruit students from, the companies where they end up working, the foundations who contribute to alumni relations and the partner organizations we work with.  But we don’t want the Account to dictate how we deal with the Contact. Salesforce, however, mandates that all Contacts are associated to an Account. 

What are the traditional Salesforce configuration options for a Higher Ed?

  • Person Accounts: A ‘standard’ Salesforce function which rewrites the data model, turning the Account record into a ‘Contact’.
  • Administrative Accounts: Create an Account for every Contact record.
  • Household Accounts: Create an Account for the Contact, their spouse, parents, siblings, as required.
  • Bucket Accounts: Lump all the Contacts into a single account.
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Topics: Higher Education, HEDA, Salesforce Configuration Options

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