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Salesforce Tips and Resources

Guided Selling for Manufacturing with Salesforce CPQ - Part 1

Posted by Phil Girard and Molly Redenbaugh on Jul 30, 2020 9:15:19 AM


For decades, manufacturing companies have struggled through the cumbersome processes of configuring, pricing and quoting product.

Due to its overwhelming complexity, companies have historically accepted these inefficiencies due to familiarity and the seemingly daunting tasks of re-engineering and change management.

Salesforce CPQ offers the simplicity and acceleration companies need to keep pace with the digital race to create system efficiencies, deliver transparency, and realize significant ROI. 

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Topics: Manufacturing Cloud, Steelbrick, Wave6, Salesforce CPQ, Guided Selling, Configure, Price, Quote, CPQ

Pardot Engagement Dashboard Customization with Progressive Disclosure

Posted by Kathryn Baker-Parks on Jul 15, 2020 8:45:02 AM


Have you ever created a dashboard that had so many data visualizations that users were forced to scroll (and scroll) down the screen to find the information they’re looking for? We’ve all been there. Sometimes you need to fit a LOT of information in a single dashboard. But adding a LOT of information is overwhelming to users. Enter the principle of progressive disclosure. 

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Topics: Salesforce Einstein Analytics, tableau, data driven

Tableau vs Einstein Analytics: Which Tool is Best for You?

Posted by Kathryn Baker-Parks on Jul 8, 2020 10:54:07 AM


The importance of data and analytics for modern organizations is no longer up for debate. Every day, organizations capture and store increasing volumes of data. That raw data then needs to be transformed into meaningful analytical insights that can be used to make data-driven business decisions. There is no shortage of analytical tools to choose from. 

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Topics: Salesforce Einstein Analytics, tableau, data driven

Optimizing your virtual worklife

Posted by Molly Redenbaugh on Apr 6, 2020 10:16:12 AM


Working remotely is a way of life for the team at Wave6. With much of the world adapting to this "new" normal, we asked our experts to provide you with best practices for virtual teaming. Additionally, hear the team's key tips for working remotely to make the most of your day.

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Topics: Work from Home, virtual teaming

Uncovering Insights from Salesforce EDA Model with Einstein Analytics

Posted by Kathryn Baker-Parks on Feb 10, 2020 10:19:46 AM


Salesforce’s Educational Data Model (“EDA”) is an innovative and flexible architecture that gives educational institutions from K-12 to higher education a way to capture a 360-degree view of their students. With EDA, institutions can easily view the relationships that students have with faculty, staff, academic advisors, family members, and even memberships with academic departments and student organizations. It’s truly an innovative data architecture built on the Salesforce platform designed to facilitate a Connected Campus.

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Topics: CRM system, Salesforce Analytics Cloud, Higher Education, Salesforce Einstein Analytics, Education Cloud, Salesforce Educational Model, EDA