RSM | Salesforce Consulting for the Middle Market — Revenue Cloud & Agentforce

RSM produced good solutions for our immediate need while also allowing for changes and growth in the future. They were responsive and quick to adapt approaches based on consultations with our team.

RSM is amazing at taking a goal or need and turning it into user friendly enhancements that are measurable, scalable, and synergistic with the existing build. Their communication is unmatched and their internal teamwork is exceptional.

Our partner, RSM, listened to our concerns and limitations with our current system and confidently guided us through a transition to a solution that addressed all of our previous issues. They were with us 100% of the time. When we thought we hit a brick wall, they proved to us it was nothing - that very little, if anything, could be overcome. We continue to work with them during the post-live period and they continue to be responsive, caring, and so thoroughly knowledgeable. We are thrilled with the final result.

RSM has consistently proven themselves as a reliable and trusted partner throughout the evolution of our Salesforce instance.

RSM has built a team that is well rounded. Each person sees Salesforce a little differently and everyone provides their input based on their experiences with the platform. This creates a rich environment for creativity.

Our experience with RSM has been incredibly positive. We engaged them to help improve our project delivery methods, with a focus on Agile practices and DevOps process development. From the start, RSM brought a thoughtful and collaborative approach, working closely with our team to understand our specific challenges and goals. They not only provided strong recommendations on processes and tools but also invested time in coaching and enabling our team to adopt them successfully. Their expertise in Agile and DevOps was evident, and they consistently offered practical insights that aligned well with our delivery needs. RSM was responsive, professional, and easy to work with throughout the engagement. They struck the right balance between driving progress and adapting to our internal dynamics. As a result, our Salesforce team is now operating with more structure, clarity, and efficiency.

We worked with RSM to successfully implement Nimble AMS, an association management system built on Salesforce’s platform. This was a very complex implementation, requiring integration with Microsoft Business Central, also implemented by one of RSM’s teams. Based on our overall and ongoing experience working with RSM, we would be happy to recommend them as a Salesforce implementation partner.

Having worked through +50 transformations and system implementations, I have had the opportunity to work with numerous partner organizations. With that in mind, the Salesforce Team at RSM is by far one of the best of I have had the opportunity to work with. Whether it is their system knowledge, their creative curiosity to learn your business and apply solutions, or their project and stakeholder management, RSM truly partners with their clients to provide value and effectively lead. Choosing RSM was the right choice for our organization and in the future I would recommend them without any question.

RSM is an amazing partner and had a great experience working with them.

RSM has been a fantastic partner and I highly recommend their team