What is RSM Consulting LLC?

RSM Consulting LLC is a HubSpot consulting firm with over 20 years of experience specializing in CRM optimization for mid-sized companies. We help businesses clean data, automate workflows, increase adoption, and maximize their HubSpot investment through comprehensive portal audits, migrations, and ongoing support.

What industries do you specialize in?

With over two decades of experience, we've worked with a wide range of industries including aviation, education, agritech, banking, technology, forensics, retail, manufacturing, finance, and healthcare. We apply our extensive CRM knowledge to deliver tailored solutions for any industry.

What size companies do you work with?

We work with mid-sized companies typically ranging from 20 to 200+ employees using HubSpot Professional and Enterprise tiers. We help funded startups and growing companies that need to consolidate their tech stack and maximize their CRM investment.

What CRM systems do you work with?

We have extensive experience with HubSpot, Salesforce, Zoho, Microsoft Dynamics, and other CRM systems. We're able to help optimize and streamline your system for maximum efficiency and results, and specialize in Salesforce to HubSpot migrations.

What does the CRM optimization process look like?

Our process begins with a thorough discovery phase to understand your current CRM usage, challenges, and goals. We then devise a tailored plan that may include data cleaning, system configuration, automation creation, training, and ongoing support. We start with a free consultation where we review your portal and provide actionable recommendations.

How do you support CRM adoption among our team?

We believe that successful CRM adoption is facilitated by a combination of factors: system configuration that aligns with your workflow, comprehensive training, and ongoing support. Our services include all these elements to ensure your team is equipped to fully utilize your CRM and see value from day one.

What are the typical results we can expect?

While results can vary depending on your specific circumstances and goals, our clients typically see improved data quality, increased CRM usage, more efficient workflows, reduced technology costs, better marketing-sales alignment, and ultimately enhanced sales and marketing performance. Most clients see measurable improvements within 30-60 days.