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RSM Salesforce Consulting Reviews & Provider Details

Verified User in Consulting
OC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about RSM Salesforce Consulting?

The discovery was excellent, we layed the project out end-to-end at the beginning which made the overall process smooth Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

Nothing. Unfortunately, I don't have any constructive feedback. Review collected by and hosted on G2.com.

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

We partnered together on several projects over the past year, amazing results on each engagement which I attribute to the team we worked with. Review collected by and hosted on G2.com.

Response from Bryan Boroughf of RSM Salesforce Consulting

Thank you for your kind words! We're glad to hear that you had a great experience with our team. I know they immensely enjoyed working with you as well. We appreciate your feedback and look forward to partnering with you on future projects.

RSM Salesforce Consulting Overview

What is RSM Salesforce Consulting?

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.

RSM Salesforce Consulting Details
Provider Website
Languages Supported
English
Services Offered
Quote-to-Cash, ERP Integration, Optimization, Implementation, Org and Data Migration
Locations Serviced
Canada, United States
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How do you position yourself against your competitors?

RSM is uniquely positioned to empower middle market companies worldwide to take charge of change. We serve clients who are the engine of global commerce and economic growth. Our deep understanding of the middle market allows us to offer relevant insights and innovative solutions tailored to the complexities of a changing world. Operating across more than 120 countries, RSM instills confidence by delivering the full power of our firm to make a lasting impact on clients, colleagues, and communities.


Seller Details
Company Website
Year Founded
1926
HQ Location
Chicago, Illinois
Twitter
@RSMUSLLP
10,636 Twitter followers
LinkedIn® Page
www.linkedin.com
18,728 employees on LinkedIn®
Description

RSM US LLP is a leading provider of audit, tax, and consulting services, specializing in serving the middle market. With a strong commitment to understanding clients' unique challenges, RSM offers tailored solutions to enhance business performance and drive growth. The firm leverages deep industry knowledge and a collaborative approach to deliver innovative insights and strategies. RSM operates across various sectors, including manufacturing, healthcare, technology, and financial services, and is part of the global RSM network, which spans over 120 countries. For more information, visit their website at https://rsmus.com/.


Andy Y.
AY
Overview Provided by:
Principal at RSM US LLP

Recent RSM Salesforce Consulting Reviews

James B.
JB
James B.Mid-Market (51-1000 emp.)
4.0 out of 5
"great partners, very professional, timely."
expertise of team, organization , professionalism
TC
Trevor C.Mid-Market (51-1000 emp.)
5.0 out of 5
"RSM is a fantastic partner"
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 ...
Verified User
O
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Great experience. John and Noelle were amazing partners"
The discovery was excellent, we layed the project out end-to-end at the beginning which made the overall process smooth
Answer a few questions to help the RSM Salesforce Consulting community
Have you used RSM Salesforce Consulting before?
Yes

10 out of 11 Total Reviews for RSM Salesforce Consulting

4.5 out of 5
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RSM Salesforce Consulting Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
TC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
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.

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

RSM possesses tremendous internal technical knowledge of various Salesforce applications. They've helped our organization think through complicated processes and built solutions that enable an easy-to-use platform for our users. Review collected by and hosted on G2.com.

Response from Bryan Boroughf of RSM Salesforce Consulting

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!

James B.
JB
Chief Financial Officer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
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.

Recommendations to others considering RSM Salesforce Consulting:

More strategic recommendations instead of just doing what we say Review collected by and hosted on G2.com.

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

salesforce integrations Review collected by and hosted on G2.com.

Response from Bryan Boroughf of RSM Salesforce Consulting

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.

Ethan J.
EJ
Manager, Technical Support
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about RSM Salesforce Consulting?

I enjoyed the "Scope of Work" pdf they sent me after our first meeting. I thought it laid out the plan of action well and helped me understand what each person's role was that I would be talking to. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

I disliked the entire project from start to finish. My least favorite part was they left us with an unfished system that looks unprofessional and I had to learn how to fix it. Review collected by and hosted on G2.com.

Recommendations to others considering RSM Salesforce Consulting:

Do not use this company. I am sure there are plenty of other more qualified consultants in the market. Review collected by and hosted on G2.com.

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

RSM says they offer a turn-key solution for setting up Salesforce Live Agent Chat and Knowledge Articles. This is far from the truth as the process of working with them to get these solutions set up required me to spend numerous hours each week spell checking, reviewing grammar, designing, and testing the solution they were building. The "training" they provide leaves much to be desired. They basically provide you with a PowerPoint filled with screenshots and notes. At no point were they able to provide training on how the system actually works. Which leads to you relying on them to fix errors that pop up with their work. (Yes there are many that will break the system)

Overall I feel like I wasted $30K+ on something that I should have done myself. Request for additional help understanding the system was shut down unless we paid them additional fees. Review collected by and hosted on G2.com.

Jess H.
JH
Community Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
(Original )Information
Describe the project or task RSM Salesforce Consulting helped with:

Monday Call helped upgrade our customer community to Salesforce Community Cloud. Review collected by and hosted on G2.com.

What do you like best about RSM Salesforce Consulting?

We started our project with another consultant team but they did not live up to our expectations. Monday Call understood we needed to regain trust. They hit the ground running working with us to create a solid timeline with deliverables for the project. The project manager was thoughtful and kept us on track, both MondayCall staff and our team.

Our project had a few aspects that were technically challenging. The engineer on our project was easy and fun to work with and worked effortlessly with our internal engineering team.

There were a few custom components to our project and the MondayCall team figured out inventive hacks or workarounds to accomplish what I was requesting. I loved how creative they were and came to trust that anything I dreamed up they would figure out how to make it happen. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

There was not anything to dislike about working with MondayCall. Review collected by and hosted on G2.com.

Recommendations to others considering RSM Salesforce Consulting:

Of course, I recommend MondayCall. They are a great team and work with you to ensure the success of your project implementation. I enjoyed working with them so much that we are already planning more projects to work with them on in the near future. Review collected by and hosted on G2.com.

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

We needed a customer community that was stable, single sign-on, and visibly on brand. The upgraded community is already bringing in more engagement than the previous platform. Currently, we cannot hold our usual in-person events so the community is helping fill that customer connection gap. Review collected by and hosted on G2.com.

LP
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
(Original )Information
Describe the project or task RSM Salesforce Consulting helped with:

Monday Call managed our complex conversion from a customized Salesforce platform to the standard Non Profit Success Pack. Review collected by and hosted on G2.com.

What do you like best about RSM Salesforce Consulting?

Their technical expertise, business knowledge, project management and customer service is unrivaled. Our Data Migration and Integration with our other internal systems went smoothly and were virtually effortless on our part. Monday Call exceeded our expectation in every aspect. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

We did not dislike anything about working with Monday Call. Their customer service was outstanding. Review collected by and hosted on G2.com.

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

We were able to streamline processes from when the data was originally entered until it resided in the correct bucket. As a result, we saved a substantial amount of staff processing time. We also achieved greater acuracy with minimal obstacles. Review collected by and hosted on G2.com.

Nick D.
ND
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task RSM Salesforce Consulting helped with:

We purchased Salesforce as we were looking for a more robust sales management tool as our business was growing, and quickly realized that we were in over our head with regards to implementation and customization. We were also looking to utilize Salesforce to conduct a sustained direct mail marketing campaign. Review collected by and hosted on G2.com.

What do you like best about RSM Salesforce Consulting?

Our project manager did a great job of digging in and asking the right questions in order to clearly identify our needs. I was very impressed with the skill set of the consultant we worked with, who came up with a great solution that exceeded our expectations. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

We had a great experience with MondayCall and have absolutely no complaints. Review collected by and hosted on G2.com.

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

Aside from initial implementation of Salesforce, our main goal was to launch a direct mail marketing campaign that we had been struggling to get off the ground for some time. MondayCall's solution was a perfect fit for what we were looking to accomplish. The initial campaign was successful and we would not have been able to realize the increase in revenue from the campaign without their help, and will serve us well into the future as we continue our marketing efforts. Review collected by and hosted on G2.com.

Tom S.
TS
Ecommerce Incubation Leader
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task RSM Salesforce Consulting helped with:

The project goal was an overall implementation of the Salesforce CRM, with the downstream goal of maturing our business development processes around new business models.

After signing with MondayCall, we conducted a requirements gathering process to make sure we built our Salesforce instance the way that would most benefit our team. After that, MondayCall conducted extensive calls to go over each and every part of the software and configuration, offering suggestions and real-world applications to make sure we got the most out of our tool. Finally they helped us with training our team of business development players. Review collected by and hosted on G2.com.

What do you like best about RSM Salesforce Consulting?

MondayCall was a great partner for our Salesforce implementation. They were above all very flexible with us, respected our goals for the project, and we finished BEFORE deadline and UNDER budget. Not sure what else you could as for as a project owner! Highly recommend them. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

No criticisms at this point, this a great team to work with. Review collected by and hosted on G2.com.

Recommendations to others considering RSM Salesforce Consulting:

Be ready with clear objectives and goals, they'll push you on that (which is a good thing). Review collected by and hosted on G2.com.

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

First, the project came in under budget, which was a huge win for us. In addition the team delivered the project several days ahead of schedule, which was also very critical for us as we were launching a critical project and wanted the CRM in place prior to that launch. Salesforce is a huge system, but we do feel reasonable well equipped to handle our BD needs in the system, and that's thanks to MondayCall's training. Review collected by and hosted on G2.com.

Frederico M.
FM
Director, CRM Administration (Salesforce – Business System Analyst)
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task RSM Salesforce Consulting helped with:

We hired MondayCall to develop a custom booking calendar to allow our sales managers and our Moscone venue partner to properly research and reserve available space within the Moscone Center. The new solution will be a replacement of a legacy application that will be no longer supported. We also used their services as implementation partners, custom visualforce page development, API integrations, data privacy policy implementation and other Salesforce related projects. Review collected by and hosted on G2.com.

What do you like best about RSM Salesforce Consulting?

The MondayCall team is able to understand complex business processes and translate them to functional requirement in Salesforce. Their team has a strong knowledge base in a lot of different areas of Salesforce making them great partners when determining proper solution for our organization. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

I currently do not have any dislikes with MondayCall. Review collected by and hosted on G2.com.

Recommendations to others considering RSM Salesforce Consulting:

I highly recommend MondayCall to other organizations. At no one time have they failed me, and they have always been on time, making them a reliable partner to us. Review collected by and hosted on G2.com.

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

MondayCall and San Francisco Travel has built a strong relationship throughout the years. We have worked multiple projects with in a 4 year time span. The benefits of working with MondayCall is that they have a strong understanding of our Salesforce Org and the related business processes. Review collected by and hosted on G2.com.

Verified User in Management Consulting
PM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
(Original )Information
Describe the project or task RSM Salesforce Consulting helped with:

We needed help building out our entire sales and marketing operations , starting with almost starting over for our SFDC instance. They were able to come in cold, diagnose, and implement what we were looking to accomplish based on our requests. They had to undo what other consulting companies had done poorly. They even found things we were unaware of and helped get everything setup correctly and back on track. Review collected by and hosted on G2.com.

What do you like best about RSM Salesforce Consulting?

They are precise, efficient, and a pleasure to work with. They communicate clearly and are very responsive. I've used them at multiple companies I've worked at and always been very pleased with the result. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

The only downside is the cost. It can be a bit pricier than other options, but you get what you pay for. Quality. Review collected by and hosted on G2.com.

Recommendations to others considering RSM Salesforce Consulting:

If your budget can support it, do it. Building something right from the start is more cost efficient than trying to repair it as you go,. Review collected by and hosted on G2.com.

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

We lack a sales ops team and MondayCall has stepped in to help in a big way. They not only help you accomplish your goals, but also have the foresight to understand how things will work as your company evolves. They grow with you as a part of the team. Review collected by and hosted on G2.com.

Dan E.
DE
Consultant
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task RSM Salesforce Consulting helped with:

I had a 3 month window to create, move data over, test and deploy a salesforce CPQ solution for my sales organization. I had fairly strong admin skills but zero experience in CPQ. Marcus was there from beginning to end and did a spectacular job creating, coaching and helping me launch our solution. I can't say enough good things about Marcus or MondayCall. Review collected by and hosted on G2.com.

What do you like best about RSM Salesforce Consulting?

His patience, creativity, and speed. No problem was too challenging. Review collected by and hosted on G2.com.

What do you dislike about RSM Salesforce Consulting?

No issues whatsoever. Everything was awesome. Review collected by and hosted on G2.com.

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

CPQ and a some pretty creative approaches to opportunity stage management. Review collected by and hosted on G2.com.