# RSM Salesforce Consulting Reviews **Vendor:** RSM US LLP **Category:** [Salesforce Consulting Services](https://www.g2.com/categories/salesforce-consulting-services) **Average Rating:** 4.5/5.0 **Total Reviews:** 20 ## About 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 Pros & Cons **What users like:** - Users appreciate the **exceptional customer support** from RSM Salesforce Consulting, noting their personalized and attentive service. (2 reviews) - Users value the **expertise and professionalism** of RSM Salesforce Consulting's staff, enhancing their overall experience. (2 reviews) - Users commend Bonnie for her **incredible helpfulness** and extensive knowledge, providing reassurance and support during the process. (2 reviews) - Users commend the **professionalism** and expertise of RSM Salesforce Consulting's team, enhancing their overall experience. (2 reviews) - Users value RSM Salesforce Consulting's **effective time management** , ensuring a smooth and timely project delivery tailored to their needs. (2 reviews) - Consulting Services (1 reviews) - Customization (1 reviews) - Ease of Use (1 reviews) - Users appreciate the **efficient project management** of RSM Salesforce Consulting, ensuring a smooth and predictable implementation process. (1 reviews) - Users value the **extensive knowledge** of RSM Salesforce Consulting, enhancing system design and collaboration throughout the process. (1 reviews) **What users dislike:** - Users find RSM Salesforce Consulting to be **expensive** , noting high rates for project management and certain tasks. (3 reviews) - Users feel that the pricing can be **expensive** , especially for smaller changes, despite quality and expertise being justified. (1 reviews) - Users express frustration with **poor customer support** , particularly when needing assistance from less knowledgeable backup representatives. (1 reviews) ## RSM Salesforce Consulting Reviews ### 1. Top-Notch Experience—Bonnie’s Expertise Made the Difference **Rating:** 5.0/5.0 stars **Reviewed by:** Carisa S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2026 **What do you like best about RSM Salesforce Consulting?** Bonnie has been, and continues to be, incredible. Her knowledge of how this platform works, along with her helpful, collaborative personality, reassured us throughout the process. **What do you dislike about RSM Salesforce Consulting?** Overall, the experience was top-notch. The only thing I’d comment on is the amount of rotation on our team. We met with someone who was introduced as the lead for our project, but he was only present for the first meeting. We also had a project manager leave mid-project. In the end, it all worked out, and the people at the table were incredible. **What problems is RSM Salesforce Consulting solving and how is that benefiting you?** Our database for our religious members had become slow, clunky, and outdated. We partnered with RSM Salesforce Consulting to help us explore our options, guide us through the transition, and continue supporting us after go-live. ### 2. Well rounded team creates a rich environment for group creativity. **Rating:** 4.5/5.0 stars **Reviewed by:** Drew C. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2025 **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. **What do you dislike about RSM Salesforce Consulting?** Very little. Everyone brings their A game and everyone is flexible in all situations. **Recommendations to others considering RSM Salesforce Consulting:** Utilize out of box functionality as much as possible to minimize the costs associated with enhancements. **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. **Official Response from Bryan Boroughf:** > 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. ### 3. Great Experience with RSM **Rating:** 4.5/5.0 stars **Reviewed by:** Justin F. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2025 **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. **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. **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. **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. **Official Response from Bryan Boroughf:** > 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. ### 4. Top Notch Salesforce Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2025 **What do you like best about RSM Salesforce Consulting?** The expertise of their staff. The professionalism their team brings to the table. **What do you dislike about RSM Salesforce Consulting?** I don't have any dislikes about RSM Salesforce Consulting **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. **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 **Official Response from Craig Dellorso, CAE:** > 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! ### 5. Professional, knowledgeable and responsive Salesforce development **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse P. | Director Of Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2025 **What do you like best about RSM Salesforce Consulting?** The project manager(s) were timely and delivered a product above our expectations. **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. **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.) **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. **Official Response from Bryan Boroughf:** > 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. ### 6. Helped our company move from crm dynamics to salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Kristy J. | Computer programmer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2025 **What do you like best about RSM Salesforce Consulting?** For the most part, they were very friendly. **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. **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. **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. **Official Response from Bryan Boroughf:** > 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. ### 7. Good help, but the project was maybe too ambitious **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** March 12, 2025 **What do you like best about RSM Salesforce Consulting?** They were willing to meet up and help at any time. **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! **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. **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. **Official Response from Bryan Boroughf:** > 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. ### 8. RSM is a fantastic partner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **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. **What do you dislike about RSM Salesforce Consulting?** We've been very satisfied with our partnership with RSM and don't have any complaints. **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. **Official Response from Bryan Boroughf:** > 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! ### 9. RSM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 25, 2025 **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 **What do you dislike about RSM Salesforce Consulting?** I cannot say that I have any dislikes at this time. **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. **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. **Official Response from Bryan Boroughf:** > 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. ### 10. Professional and great partners **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2025 **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. **What do you dislike about RSM Salesforce Consulting?** They tend to charge a lot for certain tasks. **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. **What problems is RSM Salesforce Consulting solving and how is that benefiting you?** They are finishing up our post launch Phase 2 & 3 projects. **Official Response from Bryan Boroughf:** > Thank you for your feedback! We're delighted to hear that our team has been helpful and supportive. We strive to provide exceptional service. ### 11. great partners, very professional, timely. **Rating:** 4.0/5.0 stars **Reviewed by:** James B. | Chief Financial Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 17, 2024 **What do you like best about RSM Salesforce Consulting?** expertise of team, organization , professionalism **What do you dislike about RSM Salesforce Consulting?** Expensive, paying high rates for project managment **Recommendations to others considering RSM Salesforce Consulting:** More strategic recommendations instead of just doing what we say **What problems is RSM Salesforce Consulting solving and how is that benefiting you?** salesforce integrations **Official Response from Bryan Boroughf:** > 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. ### 12. Great experience. John and Noelle were amazing partners **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2024 **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 **What do you dislike about RSM Salesforce Consulting?** Nothing. Unfortunately, I don't have any constructive feedback. **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. **Official Response from Bryan Boroughf:** > 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. ### 13. Waste of time, money, and resources **Rating:** 0.0/5.0 stars **Reviewed by:** Ethan J. | Manager, Technical Support, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **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. **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. **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. **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. ### 14. Phenomenal Team to Work With **Rating:** 5.0/5.0 stars **Reviewed by:** Jess H. | Community Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2020 **Describe the project or task RSM Salesforce Consulting helped with:** Monday Call helped upgrade our customer community to Salesforce Community Cloud. **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. **What do you dislike about RSM Salesforce Consulting?** There was not anything to dislike about working with MondayCall. **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. **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. ### 15. Excellent Review for MondayCall Salesforce Conversion **Rating:** 5.0/5.0 stars **Reviewed by:** Laurie P. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2020 **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. **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. **What do you dislike about RSM Salesforce Consulting?** We did not dislike anything about working with Monday Call. Their customer service was outstanding. **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. ### 16. Very impressive results, great communication, awesome pricing, outstanding product knowledge!!!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Nick D. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2020 **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. **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. **What do you dislike about RSM Salesforce Consulting?** We had a great experience with MondayCall and have absolutely no complaints. **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. ### 17. Cost effective, flexible, uber-communicative CRM implementation partner **Rating:** 5.0/5.0 stars **Reviewed by:** Tom S. | Ecommerce Incubation Leader, Enterprise (> 1000 emp.) **Reviewed Date:** July 17, 2020 **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. **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. **What do you dislike about RSM Salesforce Consulting?** No criticisms at this point, this a great team to work with. **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). **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. ### 18. Delivers excellent service making them one of the best Salesforce Partners in the business **Rating:** 5.0/5.0 stars **Reviewed by:** Frederico M. | Director, CRM Administration (Salesforce – Business System Analyst), Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2020 **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. **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. **What do you dislike about RSM Salesforce Consulting?** I currently do not have any dislikes with MondayCall. **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. **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. ### 19. If you want something done, and done right, get MondayCall. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2020 **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. **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. **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. **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,. **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. ### 20. We needed to get our CPQ solution up and running quickly **Rating:** 5.0/5.0 stars **Reviewed by:** Dan E. | Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2020 **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. **What do you like best about RSM Salesforce Consulting?** His patience, creativity, and speed. No problem was too challenging. **What do you dislike about RSM Salesforce Consulting?** No issues whatsoever. Everything was awesome. **What problems is RSM Salesforce Consulting solving and how is that benefiting you?** CPQ and a some pretty creative approaches to opportunity stage management. ## RSM Salesforce Consulting Discussions - [What is RSM Salesforce Consulting used for?](https://www.g2.com/discussions/what-is-rsm-salesforce-consulting-used-for) - [View RSM Salesforce Consulting pricing details and edition comparison](https://www.g2.com/products/rsm-salesforce-consulting/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-30+23%3A43%3A27+-0500&secure%5Bsession_id%5D=8e063625-f4a8-44a7-83fb-80c354e0b0b5&secure%5Btoken%5D=06a1b1d2ee2dfecbe8aaeafca320cdeccbce3ee7fbeabaad3bbaffff70b01827&format=llm_user) ## RSM Salesforce Consulting Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Support** - Go Live Support - Documentation - Training - Metrics - Admin Services **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top RSM Salesforce Consulting Alternatives - [Salesforce Customer Success](https://www.g2.com/products/salesforce-customer-success/reviews) - 4.4/5.0 (365 reviews) - [SmartBug Media](https://www.g2.com/products/smartbug/reviews) - 4.8/5.0 (208 reviews) - [Coastal](https://www.g2.com/products/coastal/reviews) - 5.0/5.0 (183 reviews)