November 5, 2019

Come for the party and stay for the sessions, right? Dreamforce 2019 is a must-attend event for anyone looking to maximize ROI for their Salesforce org and learn the latest tech innovations from the world’s premier experts.

The lab coats at CRM Science recommend checking out these sessions at Dreamforce 2019:

Lab Coat Sessions

 An Admin’s API Integration: External Services and Flows

One of the most fascinating features of the Salesforce platform is its innate ability to leverage data from other syst...

October 29, 2019

Dreamforce 2019 sweeps through San Francisco November 19-22, 2019, and all the Salesforce gurus come out to play. Benioff and crew save this momentous annual occasion to reveal the latest breakthroughs and dreams for the future as Salesforce admins, developers, consultants, and stakeholders make plans for the next fiscal year. 

The CRM Science lab coats have walked the Dreamforest enough times to know what to expect at #DF19.

  

Last year’s event gave us a few treats:

  • Lars Ulrich, drummer f...

Legacy wealth management firms are adapting or folding. And with new legislation that went into effect recently, it’s essential for wealth management advisors to join the revolution or risk paying substantial penalties.

The Security and Exchange Commission Regulation Best Interest enhancements, which went into effect September 10, 2019, improve a standard of conduct for wealth management, retirement, and life insurance firms when disclosing fees, providing advice and helping clients choose the ri...

Prepare your org for the Salesforce Winter '20 critical update for Lightning Experience.

September 13, 2019

CRM Science leverages Salesforce’s cloud, mobile, social, IoT, analytics and AI technologies to accelerate business transformation for customers in Lightning Experience.

King of Prussia, Pa, September 13, 2019 – CRM Science, an award-winning Salesforce Consulting Partner specializing in enterprise financial services, manufacturing, and senior living, today announced it has achieved Salesforce Master Navigator designation for delivering expertise and depth of knowledge in Salesforce Lightning Expe...

August 15, 2019

An experienced wealth management advisor delivers messaging to clients on a regular basis through multiple channels — from emails and social media posts to text messaging and snail-mail. Despite the effort, engagement with several clients remains stagnant. 

This is not an isolated case. Client engagement is a major challenge wealth management advisors face when it comes to growing their businesses.

Leveraging the innovations of artificial intelligence (AI), the developers at Salesforce launched Ei...

July 2, 2019

Do you know what systems your financial advisors use to service their book of business? […..] We didn’t expect you to.

Amidst the recent regulatory changes, many financial services institutions are trying to obtain a more holistic view of their business. One way of achieving this is by migrating financial advisors onto a single, centralized platform. However, this is not an easy feat when you don’t know what systems are used by your advisor network.

Challenges That Called for A Unique Approach

When...

June 20, 2019

We are proud to announce that CRM Science has been named one of the Best Places to Work in 2019 by The Philadelphia Business Journal! This is our third year making the list and comes on the heels of exciting times for CRM Science, as we opened our new headquarters in King of Prussia this week.

The Philadelphia Business Journal partners with Quantum Workplace to find the best places to work in the region. Quantum describes the process as: "While many awards programs remain subjective, ours has bee...

June 12, 2019

Check out some of the CRM Science Lab Coats' favorite Salesforce Summer ‘19 release features. We see Salesforce Lightning continuing to receive crucial enhancements and are excited for the user experience (UX) and development future of the platform.
 

   CRITICAL UPDATE: TURN ON LIGHTNING EXPERIENCE   
 

  • Salesforce will begin turning on Lightning Experience on a rolling basis starting Winter ‘20. All users with the Lightning Experience User permission enabled are affected by thi...

May 28, 2019

When I joined CRM Science in 2017, I had no idea what a road bike was. Apparently, a street bike has a motor and a road bike doesn’t, and the two are not to be confused. As a new lab coat, my colleagues told me about the company’s philanthropic involvement with the National Multiple Sclerosis Society and the annual CRM Science City to Shore BikeMS ride. “We ride in the summer,” they said. “It’ll be fun!” While I’m always open to extracurriculars, I had never ridden more than a couple of casual m...

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CRM Science is an award-winning, strategic Salesforce Silver Consulting Partner focused on delivering practical end-to-end solutions to financial services institutions, manufacturing companies, senior living providers, and other industries. We partner with you throughout your Salesforce journey, specializing in developing business processes, implementation across the different Salesforce clouds, and integrating third-party solutions so you can innovate faster, better engage with customers and improve your bottom line with a unified system. 

We are recognized by Salesforce and were awarded the 2016 Partner Innovation Award for Connected Ecosystem, 2017 Partner Innovation Award for Einstein Analytics, and 2018 Partner Innovation Award for Lightning Leadership. 

Ready to find the solution to your Salesforce puzzle? Contact us at info@crmscience.com! 

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Partner Innovation Award 2018
Partner Innovation Award 2017
Partner Innovation Award 2016
Philadelphia 100 fastest growing companies

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