CRM Science Video & Webinar Library

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CRM Science Senior Salesforce Analyst Linda Johnson provides a step-by-step demonstration of how Salesforce Health Cloud solves challenges associated with tracking and managing relationships for health care professionals. In the demo, Johnson presents use cases and links them to features within Salesforce Health Cloud. Specifically, the demo will teach viewers how to manage patient records and verify patient benefits and test results. Use Case Criteria This use case is based on a need to track: - Businesses, employers, health care providers, insurers that refer individuals for testing. - Individuals referred by these entities. - Patient records associated with the individuals. - Verification of Benefits (VOBs). - Test results. At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we strategize and optimize business processes, and develop solutions across every Salesforce cloud. CRM Science is an award-winning Salesforce Silver Consulting Partner and a Salesforce.org Registered Partner. Contact CRM Science: https://bit.ly/32sESsE Visit our website: https://www.crmscience.com/ Music by: https://www.bensound.com/

Customization helps tell the user story more clearly. Salesforce Lightning offers consistency and feature-rich components with little overhead, but knowing when and how to customize is the secret to get that ‘WOW’ factor. Join us for a webinar on Thursday, October 22 at 12:00 p.m. ET, where we will present to you the best practices for customizing the Salesforce Lightning user interface (UI) to prioritize user experiences. If you’re eager for some quick UX wins, this webinar is for you! In this webinar, you will: + Show you how to quickly brand your org with Lightning Web Components. + Demonstrate best practices for customizing your Salesforce user experience. + Let you walk away with fresh ideas for adding some pizzazz to your org beyond the standard out-of-the-box functionality. At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we strategize and optimize business processes, and develop solutions across every Salesforce cloud. CRM Science is an award-winning Salesforce Silver Consulting Partner and a Salesforce.org Registered Partner. Contact CRM Science: https://bit.ly/32sESsE Visit our website: https://www.crmscience.com/

CRM Science helps enterprises maximize the value of Salesforce. Leveraging our Salesforce expertise, we partner with our clients throughout the Salesforce journey to transform their business. The ultimate driver of our success is the power of our people. We consider our team to be our greatest differentiator in the ecosystem. CRM Science is a Salesforce Gold Consulting Partner and a Salesforce.org Registered 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. Click the link to learn about careers at CRM Science: https://bit.ly/2JS3W6W Music: https://www.bensound.com

This is a clip from a virtual panel session hosted by CRM Science Salesforce Consultants with guest panelists from Vertex and b atomic. Click to watch the full replay: https://bit.ly/2MLPKh0 In this clip, Erin Kissling of Vertex, Inc., discusses how Vertex became involved with the Salesforce AppExchange, and she provides details about the beginning stages of the company's AppExhange journey. The Salesforce AppExchange Journey: Maximizing Success with Proven Methodologies Launching a product on the Salesforce AppExchange requires vision, innovation, and expertise. Whether you have an idea for an app or have an existing solution on the AppExchange, cracking the code on product roadmaps and business growth is no easy feat. Watch this webinar for a panel discussion with CRM Science and special guests from Vertex and b atomic. We discussed real-world experiences and challenges, giving you insights into best practices to accelerate product development and becoming Salesforce’s partner in going to market and generating revenue. During this panel session, our panelists shared: + Key insights learned while launching products on the AppExchange. + Important considerations before beginning the AppExchange journey. + Advice for companies looking to leverage the AppExchange for their business. Recorded: December 17, 2020 Contact CRM Science: https://bit.ly/32sESsE Visit our website: https://www.crmscience.com/ At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we strategize and optimize business processes, and develop solutions across every Salesforce cloud. CRM Science is an award-winning Salesforce Silver Consulting Partner and a Salesforce.org Registered Partner. Music: https://www.bensound.com

How to Build an Experience Cloud Partner Portal with No Code With an increasing number of companies relying on partners, empowering them with the right tools is more important than ever for the success of your business. A partner portal built on Salesforce Experience Cloud can be a huge boost in connecting with your partners and offering better support for lead tracking, opportunities, deal status, and access to your company’s resources. During this workshop, you will: + Configure a partner portal in your own Sandbox org or Trial org. + Add a little customization and branding alongside our Salesforce Consultants. + Set up a resource library for your partners so they can easily access marketing materials when selling your products. Watch Full Webinar Replay: https://bit.ly/39KshVi At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we strategize and optimize business processes, and develop solutions across every Salesforce cloud. CRM Science is an award-winning Salesforce Gold Consulting Partner and a Salesforce.org Registered Partner. Contact CRM Science: https://bit.ly/32sESsE Visit our website: https://www.crmscience.com/ music: https://www.bensound.com/

How to Build an Experience Cloud Partner Portal with No Code With an increasing number of companies relying on partners, empowering them with the right tools is more important than ever for the success of your business. A partner portal built on Salesforce Experience Cloud can be a huge boost in connecting with your partners and offering better support for lead tracking, opportunities, deal status, and access to your company’s resources. During this workshop, you will: + Configure a partner portal in your own Sandbox org or Trial org. + Add a little customization and branding alongside our Salesforce Consultants. + Set up a resource library for your partners so they can easily access marketing materials when selling your products. Watch Full Webinar Replay: https://bit.ly/39KshVi At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we strategize and optimize business processes, and develop solutions across every Salesforce cloud. CRM Science is an award-winning Salesforce Gold Consulting Partner and a Salesforce.org Registered Partner. Contact CRM Science: https://bit.ly/32sESsE Visit our website: https://www.crmscience.com/

How to Build an Experience Cloud Partner Portal with No Code With an increasing number of companies relying on partners, empowering them with the right tools is more important than ever for the success of your business. A partner portal built on Salesforce Experience Cloud can be a huge boost in connecting with your partners and offering better support for lead tracking, opportunities, deal status, and access to your company’s resources. During this workshop, you will: + Configure a partner portal in your own Sandbox org or Trial org. + Add a little customization and branding alongside our Salesforce Consultants. + Set up a resource library for your partners so they can easily access marketing materials when selling your products. Watch Full Webinar Replay: https://bit.ly/39KshVi At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we strategize and optimize business processes, and develop solutions across every Salesforce cloud. CRM Science is an award-winning Salesforce Gold Consulting Partner and a Salesforce.org Registered Partner. Contact CRM Science: https://bit.ly/32sESsE Visit our website: https://www.crmscience.com/