RSM

RSM embarked on a project with a policy-driven nonprofit organization, spearheading the implementation and expansion of Salesforce. The project involved migrating from HubSpot to Salesforce, setting up the initial architecture, and customizing the platform to suit the organization's advocacy work. RSM also facilitated the integration of third-party tools and expanded the Salesforce footprint to support the organization's growth. The team's efforts have been instrumental in managing the service provider directory for the website and the backend of the directory through Salesforce. The client has invested around $250,000 in their services since the partnership began in August 2017.

RSM was hired by DiNicola Insurance Services for the customization of Salesforce and Conga to manage a large direct mail campaign. The project aimed to provide an effective solution for managing the brokerage's ongoing direct mail marketing campaigns. RSM took charge of the initial customization and the creation of a solution with Conga. The selection of RSM was based on interviews and reference checks, with the client finding them to be the best fit for their needs and budget.

Fandom by Wikia, an online media company, engaged RSM to enhance their CRM capabilities and integrate their systems with a sales management software suite. The goal of the project was to integrate the company's accounting software, CRM, and sales process applications into a seamless internal system. RSM customized the company's instance of Salesforce.com (SFDC) and integrated it with their accounting software. The project also involved integrating Operative's order management system with DoubleClick's DFP ad serving system. The client chose RSM for their talented and experienced developers and their background in digital media and CRM software.