Salesforce consulting services

Are you seeking leading Salesforce consulting services to drive your business's digital transformation and enhance customer success? Look no further than RSM, a trusted advisor with a proven track record in Salesforce consulting and development.

Why choose RSM's Salesforce consulting services?

At RSM, we are dedicated to helping businesses like yours thrive through our comprehensive Salesforce consulting services. Here's how we can assist you:

Digital transformation leadership

RSM excels in leading digital transformation initiatives. We have deep experience in streamlining the quote-to-cash process, elevating customer experiences and enhancing customer support processes. We are geared towards improving customer success, making us the go-to choice for your Salesforce consulting needs. 

Mergers and acquisitions

We have a proven methodology for managing large-scale mergers, acquisitions and carveouts. Our services go beyond tactical "lift and shift" strategies to data and process harmonization to full-scale digital transformation initiatives across multiple entities. RSM ensures a seamless transition throughout these complex processes. 

Comprehensive solutions

RSM is your full-service provider, capable of addressing a wide range of services. RSM delivers assessments, advisory, implementation, and development and support services across the Salesforce platform. RSM delivers services that help fast-growing middle market companies at every stage of the life cycle. 

Cross-organizational solutions

RSM offers cross-organizational solutions across departments such as marketing, sales, operations, finance and more. RSM provides industry-based strategic, operational and process consulting, as well as a full range of services that span organizations and technologies including ERP, revenue recognition, business intelligence, application development, security, compliance and more. Whether you are a leader in the front office, back office or middle office, RSM has solutions for you.  

Unlock the potential of your Salesforce platform

Salesforce empowers you to drive innovation and grow your business by connecting every aspect of your operations. But to truly unlock its total value, you need to understand and manage your organization’s metadata—the data about your data.

Key benefits of working with RSM

When you choose RSM for your Salesforce consulting needs, you're working with a top-tier service provider. Here's what sets us apart: 

Exceptional customer satisfaction

We take pride in our high customer satisfaction rating, with an average CSAT score of 4.9 out of 5. Your satisfaction is our top priority, and we work tirelessly to meet and exceed your expectations.  

Deep Salesforce knowledge

RSM possesses extensive experience and deep knowledge of the entire Salesforce platform. With over 330 certifications, we are your trusted Salesforce advisors. From Sales Cloud, Service Cloud, Revenue Cloud (CPQ, CPQ Billing), Field Service, Digital Engagement, Contact Center, Customer Experience Cloud, Partner Experience Cloud, the Einstein 1 Platform, Tableau, MuleSoft, Slack, Marketing Cloud, Pardot and more, we've got you covered. 

Full life cycle support

RSM is your end-to-end Salesforce provider, offering comprehensive support from initial assessments to project execution and ongoing services. Whether you're experiencing rapid growth in the middle market or the challenges of a startup, we provide the value-added services you need to propel your business forward. 

Experience the power of RSM's Salesforce consulting services and unlock the potential of your business's digital transformation. Work with us and witness the difference of working with an industry leader dedicated to your success. Contact us today to discuss how RSM can provide the tools and resources to achieve your Salesforce goals.

4.9/5

Average Salesforce CSAT rating

With 330+ certifications, 90 North American offices and a global network, RSM is one of the top Salesforce consulting partners in the industry

2500+

Completed projects in 13 years as a Salesforce Partner

RSM's industry experience with Salesforce includes:

Technology and software

Business and professional services

Engineering & construction

Manufacturing and distribution

Nonprofit and   education

Let us assist your business with...

Full quote-to-cash transformation

Full quote-to-cash transformation

RSM has extensive knowledge of the entire quote-to-cash process, including marketing, sales, logistics, billing, revenue recognition and compliance.

Salesforce Field Service solutions

Salesforce Field Service solutions

RSM helps companies improve efficiency and customer experience with Salesforce Field Service implementation.

Customer experience transformation

Customer experience transformation

RSM’s Salesforce advisors have deep experience in digitally transforming the customer experience, from transforming support processes and optimizing the customer journey, to implementing leading-edge customer and partner portals.

Salesforce org and data migration

Salesforce org and data migration

From mergers to acquisitions and carve-outs, RSM’s Salesforce team utilizes the Org Migration 360 set of services, including due diligence assessments and organizational merge and splits to merge and carve out companies. 

Data analytics solutions

Data analytics solutions

RSM has expertise in many cloud-based platforms used for connecting data from multiple sources (including Salesforce), creating interactive views of that data and sharing those views in apps. We can turn your data into actionable insights that will move your business forward.

Meeting today’s digital retail challenges

Meeting today’s digital retail challenges

Online brands and retailers face rising customer expectations and economic headwinds. RSM can help businesses achieve profitable growth in these uncertain times with our Salesforce Commerce Cloud consulting services. Whether you are a current Commerce Cloud customer looking to maximize your investment, or looking to get onto the platform, RSM can help.

Let us assist your business with...

Full quote-to-cash transformation

RSM has extensive knowledge of the entire quote-to-cash process, including marketing, sales, logistics, billing, revenue recognition and compliance.

Salesforce Field Service solutions

RSM helps companies improve efficiency and customer experience with Salesforce Field Service implementation.

Customer experience transformation

RSM’s Salesforce advisors have deep experience in digitally transforming the customer experience, from transforming support processes and optimizing the customer journey, to implementing leading-edge customer and partner portals.

Salesforce org and data migration

From mergers to acquisitions and carve-outs, RSM’s Salesforce team utilizes the Org Migration 360 set of services, including due diligence assessments and organizational merge and splits to merge and carve out companies. 

Data analytics solutions

RSM has expertise in many cloud-based platforms used for connecting data from multiple sources (including Salesforce), creating interactive views of that data and sharing those views in apps. We can turn your data into actionable insights that will move your business forward.

Meeting today’s digital retail challenges

Online brands and retailers face rising customer expectations and economic headwinds. RSM can help businesses achieve profitable growth in these uncertain times with our Salesforce Commerce Cloud consulting services. Whether you are a current Commerce Cloud customer looking to maximize your investment, or looking to get onto the platform, RSM can help.

RSM’s Salesforce solutions and services buyer’s guide

Gain deep insights into Salesforce and its cloud-based customer relationship solutions with RSM's buyer's guide. Discover benefits, capabilities, and how partnering with RSM maximizes the business value of Salesforce's SaaS platform.

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