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Skience for Salesforce
Smart Innovation, Built for Scale.
Starting at $99 USD/user/month
- Industries
- Financial Services
- Business Need
- Finance
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
Skience boosts Salesforce to let you work efficiently, deepen client relationships and minimize risk. Onboard clients faster, open new accounts seamlessly, and deliver a great investor experience.
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Lifelong learners who have earned the Ranger rank or higher on Trailhead
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Skience Wealth Management Org
We are a mid size RAI that is growing rapidly. We wanted to use SalesForce as our CRM because of the flexibility of the platform and its ability to scale as we grow. We quickly realized that we didn't have the expertise to build out the platform ourselves. We found Skience was a package that could be built and tailored to our needs. We have completed two custom builds within our org and have been using their aggregation feature and not added a few additional custom features. The team at Skience has been great to work with and have been able to build our Org to meet our needs.