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CRM Science | Summit Consulting | High-Tech, FinTech, Nonprofits

Full-Service Summit Consulting Partner and Product Partner (PDO)

Salesforce Consultants
Industry Competencies
Financial Services
Nonprofit
Product Competencies
Agentforce Marketing
Platform
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
16
Certifications
The number of certifications held by people at this organization that align to competencies
53

Rating

Type

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.91
Lifetime project and community reviews average
Showing 10 of 105 Reviews
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Project Review
Verified Customer• Project Review

CRM continues to bring qualified resources to projects matching skill and experience with the scope of work defined

Project Review
Verified Customer• Project Review

CRM Science is an excellent partner. They say what they mean and do what they say!

Project Review
Verified Customer• Project Review

CRMScience has been a fantastic partner to us over the years. This particular engagement helped us with a large transformation effort we are undertaking. If you want to work with a partner that is highly skilled and has deep industry vertical experience in Insurance (and others) look no further.

Project Review
Verified Customer• Project Review

Consistently brings skills resources to projects

Project Review
Verified Customer• Project Review

Great collaboration and takes great strides in understanding clients unique needs and bringing the right resources to the table.

Project Review
Verified Customer• Project Review

Working with CRM Science has been an absolute pleasure! They are amazing partners, always ready with information and smart solutions, and their work is top-notch. In our retrospective meeting, no one could think of a single negative about CRM Science and the work they did for us. I highly recommend them, and I will gladly work with them again the next chance I get!

Project Review
Verified Customer• Project Review

CRM Science met our needs efficiently and with our team's speed and cadence in mind. Thanks to their work on an existing application we rely heavily on, it was future-proofed to ensure it can serve us long into the future across multiple orgs.

Project Review
Verified Customer• Project Review

One of the best consulting firms I've worked with. Excellent talent across engineering and project management. Will definitely be working with them again in the future

Project Review
Verified Customer• Project Review

As always, CRM Science proved to be a valuable partner in our Salesforce journey.

Andrea Boidman• Community Review

Extremely Unsatisfied - Over-promised and Under-delivered; Do Not Recommend

We are a very small non-profit organization and made a significant investment in Salesforce in order to modernize our database and connect different platforms (have our website talk to our CRM, for example). Two years after initially starting the project, it is still incomplete - and the team at CRM Science has completely ghosted us instead of actually finishing the items that were in the original scope (including a custom field they created for us that never worked). We have reached out via email and phone repeatedly over the last 8 months, and after some initial calls in August with the goal of finishing out our project (that had started in January 2021!), we have heard nothing from them. In November I had a call with our account rep at CRM Science during which I requested that the work be completed by the end of 2023, and that was the last I have heard from him, despite me reaching out repeatedly. Also, when we initially were developing the project, the team at CRM Science recommended a package of products from Salesforce that we were told would be absolutely essential for our build. Since we had zero expertise with Salesforce, and had no other way of evaluating, we contracted for 3 years with Salesforce for these products. Then, CRM Science ended up not using one of the most expensive products, but we still had to pay for it for 3 years! This was a significant expense that could have been completely avoided had we been given better advice by CRM Science. While everyone has always been very nice, I feel they over-promised and under-delivered, and it became very clear that they did not have the expertise to actually build what they had scoped out for us. They made numerous mistakes (for example, importing data backwards and leaving our team to have to correct imports, on multiple occasions) and generally did not seem to be able to actually complete what we thought would be a fairly straightforward build. We are left with a partially functioning database.

Charlene Steffke
04/22/2024

This is one of those rare occasions where the customer is not always right. This was a fairly simple project, similar to many other projects we've completed before and since, and even similar to projects for which we won Salesforce Partner Innovation Awards before and since that project. However, it took over a year to conclude because the client created many weeks and month-long delays with extended vacations and poor communication. We completed the scope of the project and even spent many hours, which we didn't bill for on out-of-scope work. UAT and Training for stakeholders were conducted before the project was completed. The client purchased licenses to replace a non-salesforce portal but ended up not including that work in the scope of the project. A full year after completing the project, the Client demanded we "fix" things that weren't scoped to be completed, and we explained that we could work on those items, but we could not do it for free.