CRM Science Blog

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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.

December 16, 2019

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.

Be more productive in Salesforce project meetings with these tips that will ensure everyone understands discussions and nobody is left in the dark.

November 18, 2019

The team at CRM Science empowered residents and streamlined business practices at a prominent group of senior living communities.

November 18, 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...

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...

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At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we work with leaders to strategize and optimize business processes, and design and develop solutions across every Salesforce cloud. We empower companies to innovate faster, better engage with customers, and improve bottom lines. 

 

CRM Science is a Salesforce Silver Consulting Partner. Our strategic consulting services were recognized by Salesforce in four consecutive Salesforce Partner Innovation Awards, an annual recognition for partners that deliver outstanding client success. 

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