CRM Science Blog

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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 17, 2019

Any time we visit a website, use an application, cell phone, or any other product, we associate an experience with that interaction. We refer to this experience as User Experience (UX). It is the way we feel when we interact with a product or a system. A positive user experience is the reason why people recommend Apple computers to their grandparents or use Airbnb to stay in a stranger’s house.

User Experience Design is to design something with purpose while keeping the user as a core focus of th...

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...

May 9, 2019

The heavy development is done (or mostly done). Features examined, customizations converted, new components built. Everything tested, tested, tested, and tested again. Your team is ready to roll out Salesforce Lightning Experience to your users. Because of the size of your organization, you’ve worked with leadership to determine that a rolling approach is the best way to introduce such a big change. Great! Now what?

Rolling out lightning to a large organization is a big deal, and we’re going to n...

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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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