Salesforce buyer's guide

Holistic digital transformation for fast-growth companies

Salesforce CRM services Business applications Digital transformation

Salesforce is the world’s #1 CRM platform

Over 150,000 companies use Salesforce to deliver exceptional customer service. But getting the most out of the platform requires customizing and optimizing its many solutions and services.

This buyer’s guide leverages our experience as a Platinum-tier Salesforce partner to explain:

  • The full range of available Salesforce solutions and services
  • Factors to consider in evaluating Salesforce’s value for you
  • Finding an implementation partner to customize and optimize the platform


We value all of our partner relationships and stand behind all of the work we do. Here are a few of our Salesforce clients in their own words:

"We would not be successful without our partners on the RSM team. The mindset is always that we are one team together making Kymeta successful in Salesforce."

- Alisa Garcia, Senior Director of Sales Operations, Kymeta

"RSM has been able to help us scope our projects, optimize our current processes, set guiding principles and align us to best practices while still understanding the nuances of our business. It is a true partnership that has made our projects successful."

- Mindy Fields, VP of Sales Operations, LastPass

"I am very satisfied with RSM. I had a great time working with the team, and they provided great support during the project and post-implementation support. It was an excellent experience all around."

- Ben Poirier, Enterprise Systems Specialist, CrossFit

Download the guide