Salesforce industry experience

Extensive Salesforce expertise combined with industry insight

How can we help?

RSM’s wide-range of experience and expertise in specific disciplines, business models and industries enables our team to provide the Salesforce guidance and support for your unique business needs.

Prepared with first-hand experience including sales, marketing, support, operations and executive leadership roles, as well as senior Salesforce administrators, our team understands your needs and can optimize Salesforce to help you achieve your goals. We’ve worked in dozens of different industries, and use that knowledge to help drive continuous value from your Salesforce investment.

We support a wide range of industries and sectors, including:

High Tech and Software

RSM has deep experience in the technology industry, with over 200 clients in this sector alone. We have successfully completed hundreds of projects with leading software, hardware and internet-based companies ranging in size from Fortune 50 multi-nationals to fast-growing middle market organizations and startups. We cover most business models, including direct, indirect, web-only, sharing economy, B2B and B2C. Our clients have benefited from RSM’s leading solutions, enabling them to use Salesforce to quickly capture opportunities and gain efficiencies.

Manufacturing and Distribution

Our manufacturing experience is backed by our deep industry knowledge and strong working relationships around the world. When you partner with RSM, we approach your business challenges as an extension of your team. Whether you process raw materials into finished goods or distribute finished goods to retailers, RSM will help you develop an effective solution that is tailored to your business. Our team of Salesforce experts will help you efficiently manage your inventory, respond to the growing demand in your field, and create a scalable business process to accommodate your business's growing needs.

Media and Entertainment

Media and entertainment organizations have seen much change over the years as marketing automation technologies have taken over the industry. Many organizations are finding that without these automation tools, it is difficult to keep up with technology-adopting competitors. RSM has worked with many media and entertainment companies, including television, news, media, advertising, gaming, live entertainment and more. Through this experience, we can help you build a scalable business process that generates leads and efficiently manages your operations.

Professional Services

As a professional services firm, RSM has a deep understanding of the ins and outs of your business. Whether you are a services firm experiencing growing pains, looking to hire more people, or are looking to implement professional services automation (PSA) tools, RSM can help you achieve your business goals. From sales to service to marketing, our team of Salesforce experts will help your business keep track of customers, develop customizable quotes, and preset actionable analytics that will help your business grow.

Retail and Consumer Goods

Retail and consumer goods is a demanding industry that requires quick movement and deep industry knowledge to anticipate changes in consumer behavior. Whether your business needs help with targeted marketing, sales automation, customer service or help scaling your business processes, RSM translates our extensive industry experience into results.

We understand that organizations may need to pivot to meet the demanding needs of consumers, so our team of Salesforce experts works closely with your team to build a solution that can grow with your business. We've worked with grocery stores, consumer packaged goods, medical devices companies, and many more organizations. 

Food and Beverage

The food and beverage industry is leveraging Salesforce technologies to gain a competitive advantage. Cloud computing is one of the most compelling areas, where companies can now get top-rated technology subscriptions without making large, upfront investments in IT infrastructure. RSM has helped numerous food and beverage companies better manage their business. For example, we have worked with farmers, caterers, restaurants, wineries, distributors and suppliers to optimize their customer relationships and scale their business.

Hospitality, Travel and Transportation

Technological advances and fierce competition have made technologies like Salesforce more important than ever before. With artificial intelligence and automation technologies constantly disrupting hospitality, travel and transportation organizations, leaders need systems that can scale and expand just as fast. Integrations, data migrations and machine learning methods are common, so firms need a partner that not only understands the industry, but also the supporting technology. Our Salesforce experts have helped many firms optimize their key processes and give real-time views into the health of their business.

Healthcare and Life Sciences

The health care and life sciences industries are using technologies like Salesforce to automate and grow their businesses. RSM has worked to design and implement solutions to medical equipment manufacturers and distributors, as well as insurance organizations and resellers. Our deep industry experience helps organizations deliver complex quotes, create customer communities, integrate multiple systems and utilize a central location to manage their business. Our team of Salesforce experts understand the necessary industry security requirements and restrictions, ensuring all stipulations are met.

Communications and Telecommunications

RSM has worked with numerous communications and telecommunications organizations, building custom Salesforce solutions to accommodate their growing needs. Integration and data migrations are common, and our expert team of consultants has extensive experience to securely and accurately transfer your data into a central location. We've also helped organizations manage and operate their reseller and distribution networks through subscription management and detailed tracking of reseller activity.

Construction and Real Estate

Salesforce provides significant value for construction and real estate companies, allowing them to easily quote jobs, manage their contacts and get a clear view into the health of their business. Mobile capabilities and real-time collaboration help companies scale their practice and quickly address questions from customers and partners. RSM has worked with architecture firms, building construction, residential construction, real estate, financial advisors and many more. We know your business and can help manage your business process.

Financial Services and Banking

RSM has deep experience in the financial services industry, with more than 100 clients in sectors such as private equity, venture capital, hedge funds, investment banks, broker dealer, wealth management, portfolio management, credit unions, insurance, commercial real estate, retail banks and more. In addition, RSM has conducted successful Salesforce projects for businesses specializing in finance and specific markets such as real estate, energy, food and beverage, transportation and others. Our expertise also spans startups and suppliers of financial services, including market information providers and payment systems.


Technologies like Salesforce have been making their way into nonprofits, helping these organizations achieve their goals quicker and more efficiently. We help nonprofits get rid of their legacy systems and manual processes, creating an efficient solution that scales with the growing needs of the organization. Whether you need help staffing events, fundraising for causes, or spreading your mission statement, RSM can help your organization achieve its short- and long-term goals on the Salesforce platform.

Real World Experience 

Our team has been there before. Comprised of sales, marketing, support, operations executives and managers as well as Salesforce administrators. We understand your needs and know how to achieve your goals with Salesforce. 

Wide Range of Expertise

Our team includes analysts, consultants, technical architects and developers who live and breathe Salesforce. We’ve worked in dozens of different industries to help customers drive value from their Salesforce investment.

Deep Platform Knowledge

Salesforce is highly flexible and extendable. Whether it's custom development, third-party applications, or an integration with another system, we have the experience and expertise to deliver a lasting solution.

Why RSM?

Service Provider
Our team has been there before. Our team is comprised of sales, marketing, support, operations executives and managers as well as Salesforce administrators. We understand your needs.

Solutions Advisor
We leverage best practices from working with hundreds of companies across dozens of industries. Every business is different and we provide our expertise so that you gain a significant competitive advantage.

System Integrator
We always architect Salesforce Solutions for flexibility and growth. When applicable, we leverage native functionality and design our solutions to be as future-proofed as possible.

Ready to Get Started? Contact Our Team.

Call us at 800.274.3978 or send us a message: