CRM Science Blog

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Understanding the difference between PDO and SI consultants and the types of challenges they solve is an essential step when dipping the first toe into the Salesforce ecosystem.

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.

APIs are perhaps the unsung heroes of the digital world. Learn how to use APIs to connect Salesforce orgs to external services and flows.

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 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...

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.

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 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...

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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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