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Salesforce technologies

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Salesforce CRM technology empowers businesses of any industry and size to digitally transform themselves while creating a 360 view of their customers. RSM helps boost your investment in a Salesforce platform.
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Salesforce

Salesforce solutions driven by skill, knowledge and best practices

Salesforce technologies enable businesses of any size and industry to digitally modify their operations, putting customers at the forefront. Our advisors work with your team to design, craft and execute a Salesforce platform with insights and ideas that fulfill your distinct, long-term needs.

We are a group of thought leaders from a host of different backgrounds and experiences. This is why it is difficult to find an issue we have not come across. We are not just your Salesforce partner. We are also your trusted advisor. There is no limit to what is achievable when you join with RSM.

Every system runs into obstructions. Successful organizations and companies are those who realize where to go to when issues hinder workmanship. It does not matter how difficult the problem; our consultants will help find a solution.

A Salesforce project with RSM means faster, smarter customer support. Get a boost in agent productivity and quicker case resolutions. And that is just for starters.

One of the biggest advantages of the Salesforce platform is the ability to customize it for your distinct business needs. Our consultant team can help automate manual processes, integrate with various platforms and much more.

Let’s have a conversation about what Salesforce technologies can do for you.

Let us assist your business with…

Salesforce Sales Cloud
The original Salesforce cloud that played a pivotal role in building the entire SaaS market. Sales Cloud is the industry standard for customer relationship management (CRM), helping organizations massively scale their sales process.
Salesforce Commerce Cloud

Commerce Cloud is an AI-powered e-commerce platform built for flexibility and growth on a global scale. The platform helps retailers meet the modern challenges of rising customer expectations and seamless omnichannel customer experience. RSM has experience dating back to 2009 and can help your business achieve profitable growth with our strategy, implementation and support services.

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Salesforce CPQ
Salesforce’s configure-price-quote (CPQ) tool enables organizations to scale their quoting process, drastically reducing the time to create a quote while increasing accuracy.  RSM’s expertise across the entire lead to quote to order to billing to revenue recognition ensures that Salesforce CPQ is configured to work seamlessly with ERP, billing and revenue recognition systems and processes to scale businesses to the next level.
Salesforce Experience Cloud
Build intelligent, branded communities and portals with Experience Cloud.  RSM has deep experience with implementing Experience Cloud, enabling customers and partners to log in to a branded, value added experience for self-service and to build community.
Salesforce Field Service
Salesforce Field Service (SFS) transforms field operations and support, boosting efficiency, enabling new service offerings and lowering costs.  RSM has deep experience working with companies with field operations maximize their investment in the Salesforce platform.
Salesforce Service Cloud
Service Cloud enables you to streamline customer data across departments, enabling you to provide award winning customer support and to get a true 360 degree view of your customer.  RSM has deep experience with Service Cloud and related technologies that optimize the customer journey.
Salesforce Service Cloud Voice
Service Cloud Voice provides soft phone features that enable customer service agents to provide optimum support either in the call center or remotely.  RSM has deep experience transforming customer service teams with digital capabilities such as automated call transcriptions, knowledge article suggestions and “next best actions” to provide better support to clients while resolving cases more quickly.
Salesforce AppCloud
Salesforce provides a full development platform to programmatically extend Salesforce capabilities. RSM has built a number of custom applications and integrated applications for clients that enable them to highly differentiate themselves from their competitors and leverage the Salesforce platform and data to provide even more competitive advantage.
Salesforce AppExchange
The AppExchange is a highly scalable way to extend the power of the Salesforce platform.  By enabling third party providers to build additional capabilities, Salesforce enables clients to add additional software applications to meet needs not provided by the native platform and development platform.  RSM has deep experience with implementing best practices AppExchange products to meet business needs.
Tableau

Tableau is a visual analytics platform that makes it easier for people to explore and manage data to gain insights into business’ key strategy and processes. RSM’s Data Analytics team is well-experienced in transformative analytics to grow and scale with our clients. We leverage a proven methodology to offer trusted and governed Tableau solutions, creating data proficiency, community, and agility for our clients.

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MuleSoft

MuleSoft is a platform that gives IT the tools to automate everything. This includes integrating data and systems, automating workflows and processes, and creating better digital experiences — all on a single, easy-to-use platform. RSM offers clients a holistic approach starting with identifying the root cause of inefficiencies and then builds an automation solution that takes the broader business factors into consideration to maximize the overall business value of your MuleSoft instance.

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Nimble AMS

Nimble AMS by Community Brands is one of the fastest-growing association membership software (AMS) solutions. Because the solution is built on Salesforce—the world’s most-used customer relationship management (CRM) platform—it inherits much of the power and functionality of the Salesforce ecosystem. RSM has implemented and supported Nimble AMS for clients of all sizes—including the largest Nimble AMS implementation to date—at a leading trade association.

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