Salesforce

Salesforce consulting that focuses on customer satisfaction, manages risk and delivers success.

RSM is a leading provider of Salesforce consulting services. We have deep knowledge of, and experience with, the entire Salesforce platform, including Sales Cloud, Revenue Cloud, Salesforce CPQ, CPQ Billing, Service Cloud, Field Service, Digital Engagement, Customer Experience Cloud, Partner Experience Cloud, App Cloud, Tableau, Mulesoft, Slack and more. As a full-service solution provider, RSM optimizes the full Salesforce stack including AppExchange apps and deep integrations with DocuSign, NetSuite, Intacct, Marketo and other ERP and API-based applications.

RSM is a strategic partner to numerous, fast-growing middle market clients with quote-to-cash digital transformations, customer support and customer experience transformations, and org migrations to support mergers, acquisitions and carve-outs.

Our Salesforce team understands your business and industry, and we can help you transform your business and leverage the full power of the Salesforce platform. Whether you are considering Salesforce or need to optimize your existing Salesforce platform, RSM is here to help.

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

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: 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.

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: 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.

: 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.

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: 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.

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RSM Canada LLP is a limited liability partnership that provides public accounting services and is the Canadian member firm of RSM International, a global network of independent assurance, tax, and consulting firms. RSM Canada Consulting LP is a limited partnership that provides consulting services and is an affiliate of RSM US LLP, a member firm of RSM International. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmcanada.com/about for more information regarding RSM Canada and RSM International.

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