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.

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...

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...

March 18, 2019

Salesforce Lightning is so much more than a beautiful user interface. Lightning improves how you work and helps you make better decisions for your organization. There are many features that are only available in Lightning. Here are some of our favorites:

Kanban View: When you are looking at an opportunity list view, you can instead select to view the opportunities on a Kanban board organized by stage. This view shows you all of the opportunities in the filter totaled by stage. From here you can g...

February 13, 2019

Although we have just started the new year and it is still WINTER, Spring has sprung for Salesforce and the Spring ‘19 release is live. Unsure of when your instance will be updated with a new release? Go to Salesforce Trust, click on Maintenances. If you know

your instance enter into the search window. All releases for your instance will be updated here. Salesforce Trust is also a great place to find out if there are any issues on your instance.

Don’t know what instance you are on? Login to your...

A roadmap is a strategic alignment of your business goals and your Salesforce Projects. More simply put, a roadmap is a guide that helps make sure you are doing the right things, at the right time, to help your organization be wildly successful. Now that may sound like I am overselling a roadmap, but I promise you having a well thought out plan will help you build consensus, create transparency across your organization, budget well, and build today with an understanding of what the future will b...

January 22, 2019

Lightning Web Components will be an essential skill for Salesforce developers to acquire once it becomes available in Production next month, but it will take some time for devs to learn the drastically different framework. The lab coats at CRM Science are dedicated to being there for you as your company switches over to the brand new framework.

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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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