Empowering clients to schedule appointments on their own time, Lightning Scheduling Manager for Financial Services Cloud allows users to choose from available time slots to schedule appointments from their mobile devices or desktop computers.
Whether you’re working in financial services, retail, manufacturing, education or the nonprofit sector, you’ll easily fill your Salesforce Events App with engaging sessions at Salesforce World Tour New York in December 2019.
CRM Science and Acts Retirement-Life Communities recognized in Salesforce Partner Innovation Awards
King of Prussia, Pa, November 18, 2019 – CRM Science announced that it helped Acts Retirement-Life Communities (Acts) transform its organization by enabling digital transformation through a wide range of Salesforce products, including Community, Sales, Service, and Marketing Cloud.
For this innovative work, CRM Science was named a recipient of the Salesforce Partner Innovation Award in Community Cl...
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:
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.
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...
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...