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RSM Salesforce Consulting Reviews & Provider Details

RSM Salesforce Consulting Product Details

RSM is the leading professional organization in North America focused on the middle market. RSM is the fifth largest consulting, tax and audit firm in the world and provides a full range of services in North America and around the world. RSM is a leading Salesforce Platinum (Summit) partner with over 100 independent reviews on the Salesforce AppExchange and an average 4.9 CSAT rating. RSM drives success for our Clients through engagements including quote-to-cash digital transformations, customer experience self-service portals and chatbots, field-service-to-cash initiatives and mergers, acquisitions and carveouts. RSM has developed best practices and accelerators and has expertise not just in the Salesforce platform but nearly all of the systems that it interacts with, including ERP, CLM, Inventory, Billing, Revenue Recognition, Provisioning, IoT and more. The RSM Salesforce practice works across any number of the more than 20 industries that RSM has expertise in but has particularly strong experience in high-tech, software, nonprofits, associations, manufacturing, distribution, professional services, construction and more.

Seller

RSM US LLP

Discussions

RSM Salesforce Consulting Community

Languages Supported

English

Services Offered

Quote-to-Cash, ERP Integration, Optimization, Implementation, Org and Data Migration

Locations Serviced

Canada, United States

Provider Description

RSM's Salesforce Consulting services offer comprehensive solutions tailored to enhance business operations through the effective implementation and optimization of Salesforce technologies. With a deep understanding of various industries and a commitment to delivering customized strategies, RSM assists organizations in leveraging Salesforce to achieve their unique goals. Key Features and Functionality: - Salesforce Implementation: RSM provides customized Salesforce implementations that align with specific business needs, ensuring immediate productivity gains and streamlined workflows. - Integration Services: Expert consultants facilitate seamless integration of Salesforce with existing systems, enabling real-time data synchronization and a unified customer view. - Managed Services: Flexible managed services allow businesses to scale their Salesforce support according to evolving requirements, providing access to certified consultants for ongoing assistance. - Optimization and Custom Development: RSM offers continuous support and optimization of Salesforce platforms, including custom application development to meet unique business demands. Primary Value and Solutions Provided: RSM's Salesforce Consulting services empower businesses to maximize their Salesforce investment by delivering tailored solutions that enhance efficiency, improve customer engagement, and drive growth. By addressing challenges such as complex integrations, data migration, and system optimization, RSM ensures that organizations can fully leverage Salesforce's capabilities to meet their strategic objectives.

Overview by

Andy Yang (Principal at RSM US LLP)

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Salesforce Customer Success

4.4/5

(343)

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DC

Drew C.

Mid-Market (51-1000 emp.)

7/21/2025

"Well rounded team creates a rich environment for group creativity."

4.5/5

What do you like best about RSM Salesforce Consulting?

Low turn over has allowed us to work with the same group of people for years. These people know our business and what we, as a company, require out of Salesforce. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

Very little. Everyone brings their A game and everyone is flexible in all situations. Review collected by and hosted on G2.com.

Recommendations to others considering RSM Salesforce Consulting:

Utilize out of box functionality as much as possible to minimize the costs associated with enhancements. Review collected by and hosted on G2.com.

What problems is RSM Salesforce Consulting solving and how is that benefiting you?

Our niche business is almost breaking the mold of Salesforce. RSM's custom solutions allow us to efficiently manage our day to day operation. While issues do occur with heavy customization and breaks are found, RSM is quick to offer the support required to fix any and every issue that has come up. Review collected by and hosted on G2.com.

Response from Bryan Boroughf of RSM Salesforce Consulting

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Thank you for the kind words and for being such a valued client over the years. It’s been a pleasure working with you and your team, and I’m glad our continuity and solutions have made a difference for your business. We appreciate your trust and look forward to continuing the great work together.

JF

Justin F.

Mid-Market (51-1000 emp.)

4/11/2025

"Great Experience with RSM"

4.5/5

What do you like best about RSM Salesforce Consulting?

What I liked best about RSM Salesforce Consulting was their personalized and detail-oriented approach. They took the time to understand our specific needs and tailored the solution accordingly, rather than applying a one-size-fits-all approach. Their structured project management kept everything on track and on timeline, which made the entire process smooth and predictable. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

Overall, we had a very positive experience, but at times the pricing felt a bit high, especially for smaller scope changes or adjustments. That said, the quality of work and level of expertise generally justified the cost, and the value delivered was strong. Review collected by and hosted on G2.com.

Recommendations to others considering RSM Salesforce Consulting:

Take full advantage of RSM’s experience—ask questions, lean on their expertise, and treat the engagement as a collaborative partnership. If you provide clear direction and communicate your goals effectively, they will deliver. They’re highly capable and detail-oriented, so the more context you can give them, the better the outcome. Review collected by and hosted on G2.com.

What problems is RSM Salesforce Consulting solving and how is that benefiting you?

RSM Salesforce Consulting helped us build out our customer support platform within Salesforce, tailoring the solution to fit our specific workflows and service model. They addressed key challenges like case management, agent efficiency, and reporting by configuring custom objects, automations, and integrations that support our support team’s day-to-day operations. This has resulted in faster response times, improved visibility into support metrics, and a more seamless experience for both our agents and our customers. Their expertise was instrumental in setting us up for long-term success. Review collected by and hosted on G2.com.

Response from Bryan Boroughf of RSM Salesforce Consulting

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Justin, thank you for your thoughtful review! We're thrilled to hear you had a great experience. We appreciate your feedback on pricing and are glad the quality and expertise met your expectations. Your recommendations for others to leverage our knowledge and treat the engagement as a partnership are valuable. We are delighted to know our solutions have improved your customer support operations.

PB

Patrick B.

Mid-Market (51-1000 emp.)

4/2/2025

"Top Notch Salesforce Partner"

5/5

What do you like best about RSM Salesforce Consulting?

The expertise of their staff. The professionalism their team brings to the table. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

I don't have any dislikes about RSM Salesforce Consulting Review collected by and hosted on G2.com.

Recommendations to others considering RSM Salesforce Consulting:

With RSM you are getting a long-term partner. A relationship. That is what you are investing in. Review collected by and hosted on G2.com.

What problems is RSM Salesforce Consulting solving and how is that benefiting you?

RSM assisted in the implementation of Salesforce non-profit cloud and Marketing Cloud. We selected RSM due to their experience with non-profits, e-marketing, programs, etc. RSM provided the framework to make our implementation successful:

- Robust project management and planning

- Skilled RSM resources with many years of both Salesforce and non-profit experience

- Solid approach and methodology

We successfully went live a few weeks ago. Our staff are much happier and efficient on the Salesforce platform. Some examples are:

- better visibility into our accounts and contacts

- easier to enter and track notes, events, and tasks

- more robust email templates Review collected by and hosted on G2.com.

Response from Craig Dellorso, CAE of RSM Salesforce Consulting

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We're thrilled to hear that you've had such a positive experience with our RSM team and that the work provided tangible benefits to your organization. It's a pleasure working with you!

JP

Jesse P.

Director Of Technology

Small-Business (50 or fewer emp.)

3/11/2025

"Professional, knowledgeable and responsive Salesforce development"

5/5

What do you like best about RSM Salesforce Consulting?

The project manager(s) were timely and delivered a product above our expectations. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

They may be more expensive than other developers, but I think we paid for the knowledge and timeliness of the results were worth it. Review collected by and hosted on G2.com.

Recommendations to others considering RSM Salesforce Consulting:

Their project definition and understanding exactly our needs were second to none, offering suggestions to improve our environment and telling us when our expectations may have required a more expensive solution, but offering suggestions that may still have met our needs but required less development (i.e. custom built vs things that may have been "good enough" using existing Salesforce technologies.) Review collected by and hosted on G2.com.

What problems is RSM Salesforce Consulting solving and how is that benefiting you?

We were having problems quickly investigating and quoting inventory with the tools we had available. RSM helped us develop tools to enable our sales team to quickly investigate quote requests and previous quote history in a quick, responsive format exactly to our specifications alongside their recommendations. Review collected by and hosted on G2.com.

Response from Bryan Boroughf of RSM Salesforce Consulting

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Thank you for your thoughtful review, Jesse! We are delighted that we exceeded your expectations and that our solutions have improved your sales team's efficiency.

KJ

Kristy J.

Computer programmer

Mid-Market (51-1000 emp.)

3/18/2025

"Helped our company move from crm dynamics to salesforce"

4/5

What do you like best about RSM Salesforce Consulting?

For the most part, they were very friendly. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

Sometimes if the primary RSM rep was gone, you would work with the backup rep and they couldn’t provide much help or guidance as we worked together. Review collected by and hosted on G2.com.

Recommendations to others considering RSM Salesforce Consulting:

Map out every detail and work with all stakeholders. We missed a lot of key points our new system should have done but not all our stakeholders were invited to share thoughts. Review collected by and hosted on G2.com.

What problems is RSM Salesforce Consulting solving and how is that benefiting you?

They are helping with their expertise and previous knowledge and time in converting us to salesforce. Review collected by and hosted on G2.com.

Response from Bryan Boroughf of RSM Salesforce Consulting

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Thank you for your feedback; we're glad you found our team friendly. We appreciate your recommendations for improvement and are committed to enhancing our stakeholder engagement.

AE

Verified User in Education Management

Enterprise (> 1000 emp.)

3/12/2025

"Good help, but the project was maybe too ambitious"

3.5/5

What do you like best about RSM Salesforce Consulting?

They were willing to meet up and help at any time. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

I think listening, retention, communication could all improve. But some are better than others on their team. Some really great people there! Review collected by and hosted on G2.com.

Recommendations to others considering RSM Salesforce Consulting:

Maybe go with someone else on CPQ if you have lots of products, bundles, etc. CPQ can be very difficult and in our case we have a very complex way of selling subscriptions and line items, so we would be a problem in any system honestly. Review collected by and hosted on G2.com.

What problems is RSM Salesforce Consulting solving and how is that benefiting you?

New org merger, CPQ config, Sales Cloud, Service Cloud, etc. 1600+ users, overall we have a new system that will eventually meet our needs but there is a lot that our team cannot manage on our own now. Review collected by and hosted on G2.com.

Response from Bryan Boroughf of RSM Salesforce Consulting

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We appreciate your feedback and are glad our team was able to assist. Your suggestions for improvement are valuable to us, and we are dedicated to enhancing our communication and support.

AB

Verified User in Biotechnology

Mid-Market (51-1000 emp.)

11/14/2024

"RSM is a fantastic partner"

5/5

What do you like best about RSM Salesforce Consulting?

RSM is not only technically proficient in the tools our organization uses, but they possess a wealth of internal thought leaders who help our team align on the best possible system design and architecture for our organization. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

We've been very satisfied with our partnership with RSM and don't have any complaints. Review collected by and hosted on G2.com.

Response from Bryan Boroughf of RSM Salesforce Consulting

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We're thrilled to hear that you've had such a positive experience with our RSM team and that the work benefits your team. It's a pleasure working with you!

PC

Verified User in Consumer Services

Enterprise (> 1000 emp.)

3/25/2025

"RSM Review"

5/5

What do you like best about RSM Salesforce Consulting?

Easy to work with. They are always attempting to make the process easier for the customer Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

I cannot say that I have any dislikes at this time. Review collected by and hosted on G2.com.

Recommendations to others considering RSM Salesforce Consulting:

Just know what you want and they will honestly be able to let you know if/when they can deliver it. Review collected by and hosted on G2.com.

What problems is RSM Salesforce Consulting solving and how is that benefiting you?

Initially we partnered with RSM to help with solutioning out SalesForce Field Service application. We have been able to use their services in other DB and Java type developments. Review collected by and hosted on G2.com.

Response from Bryan Boroughf of RSM Salesforce Consulting

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Thank you for your positive review. We're delighted to hear about your satisfaction with our services, and we look forward to continuing to support your business needs.

AN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

4/8/2025

"Professional and great partners"

4.5/5

What do you like best about RSM Salesforce Consulting?

The staff is great, lots of help and support. They go out of their way to solve our problems. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

They tend to charge a lot for certain tasks. Review collected by and hosted on G2.com.

Recommendations to others considering RSM Salesforce Consulting:

They have a broad Salesforce skillet that helped us greatly with our AMS implementation. We highly recommend their professionalism and expertise. Review collected by and hosted on G2.com.

What problems is RSM Salesforce Consulting solving and how is that benefiting you?

They are finishing up our post launch Phase 2 & 3 projects. Review collected by and hosted on G2.com.

Response from Bryan Boroughf of RSM Salesforce Consulting

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Thank you for your feedback! We're delighted to hear that our team has been helpful and supportive. We strive to provide exceptional service.

JB

James B.

Chief Financial Officer

Mid-Market (51-1000 emp.)

12/17/2024

"great partners, very professional, timely."

4/5

What do you like best about RSM Salesforce Consulting?

expertise of team, organization , professionalism Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

Expensive, paying high rates for project managment Review collected by and hosted on G2.com.

Response from Bryan Boroughf of RSM Salesforce Consulting

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James, we appreciate your positive feedback on our team's expertise and organization. We understand concerns about rates, and we will work to provide more strategic recommendations as we continue to work together. Thank you for sharing your experience; I know how much the team has enjoyed working with you.

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