Customer Relationship Management

What relationship do you want managed?

Implementing new CRM technology is often a challenging process. The experts at RSM can help you sort through the maze of choices and identify the best solution for your company. We develop plans to achieve short- and long-term goals, implement best practices, automate key business processes and configure solutions to meet your distinct needs. Our CRM solutions include Microsoft Dynamics CRM, iMIS Software and NetSuite.

Today’s CRM systems are more than just customer relationship management, they are tools to manage any kind of relationship. RSM’s implementation experience ranges from the very basic, standard deployment to complex configurations and custom development including automation, dashboards and system integration. Whatever your relationship needs, our solutions are configured according to your unique needs.

Customer Relationship Management Insights


Award-winning project enables enhanced case management for the disabled

Ohio Department of Developmental Disabilities (DODD) implements Microsoft Dynamics CRM as the platform to develop the imagine system.


Extending CRM: Utilizing xRM to expand your relationships

xRM extends the functionality and capabilities of your CRM system beyond sales and customer relationships and into other key areas of your business.


CRM solution increases efficiency and visibility of case management

Dynamics CRM helps Catastrophic Illness in Children Relief Fund eliminate difficult manual processes, increasing efficiency and reducing data errors.


Rehabilitation hospital enhances business processes with CRM solution

After outgrowing its manual data collection processes, Magee Rehabilitation Hospital sought a more efficient platform to collect and distribute information.


CRM podcast series: The importance of lead acquisition

RSM Principal Mike Nafziger discusses the elements of a successful lead acquisition process and the role technology plays.

Microsoft Dynamics CRM 2011 System Will Lead to New CRM Applications

Tammy Zeoli, a specialist in CRM processes and technology, discusses the new version of Microsoft Dynamics CRM system and how its capabilities expand beyond its traditional role in sales and marketing.


Improving Productivity at Not for Profits with Microsoft Dynamics CRM

Microsoft Dynamics CRM helps to maintain and develop relationships with constituents while integrating with existing systems.

How can we help you?

Contact us by phone 800.274.3978 or
submit your questions, comments, or proposal requests.

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