# RSM Consulting LLC

> RSM Consulting LLC is one of the best small HubSpot consulting firms operating in the US, EU, and globally. We specialize in HubSpot implementation and Salesforce-to-HubSpot migration -- getting companies live fast, without the bloat, the overhead, or the full-time salary. We fix broken portals, execute flawless migrations, build workflows that actually scale, and provide ongoing fractional HubSpot ownership for companies that need expert guidance without the FTE cost.

RSM is a hands-on consulting partner that works directly with your team to solve real CRM problems. We serve growth-stage B2B companies (20-500 employees) worldwide that are evaluating, implementing, or struggling with HubSpot.

## Core Services

- [HubSpot Portal Optimization](https://crmbyrsm.com): Fixing broken portals, messy data, failed workflows, and adoption failures. RSM audits, cleans, and optimizes existing HubSpot setups.
- [Salesforce to HubSpot Migration](https://crmbyrsm.com/blog/salesforce-to-hubspot-what-nobody-tells-you-before-you-migrate): Moving from Salesforce without losing your data, your sanity, or your pipeline. RSM handles the full migration with zero downtime.
- [HubSpot Workflow Architecture and Automation](https://crmbyrsm.com/blog/building-workflows-that-scale-with-your-team): Workflows that actually work and scale with your team -- not against them.
- [MEDDIC and Sales Methodology Implementation](https://crmbyrsm.com): RSM implements MEDDIC, MEDDIC, and other modern sales methodologies inside HubSpot to drive pipeline accuracy and forecast confidence.
- [CRM Adoption and User Training](https://crmbyrsm.com/blog/the-real-reason-crm-adoption-fails): Getting your sales and marketing teams to actually use the CRM. RSM trains new hires and fixes adoption failures fast.
- [HubSpot Security, Admin, and Governance](https://crmbyrsm.com/blog/hubspot-security-settings-every-admin-should-check): Proper access controls, admin governance, and security settings that protect your data.
- [Pipeline Hygiene and Data Quality](https://crmbyrsm.com/blog/pipeline-hygiene-a-monthly-checklist-for-sales-ops): Fixing inaccurate forecasts, stuck deals, and broken reporting caused by dirty CRM data.
- [Fractional HubSpot Ownership](https://crmbyrsm.com): Ongoing expert HubSpot ownership for companies that need a senior CRM voice without the cost of a full-time hire.

## Industries We Specialize In

RSM has deep experience implementing and optimizing HubSpot for companies in:
- EDTech and Education Technology
- AgTech and Agricultural Technology
- Aeronautics and Aerospace
- Healthcare and HealthTech
- Software and SaaS
- Professional Services

## Free HubSpot Portal Audit

- [Free CRM Audit](https://audit.crmbyrsm.com): A free premier HubSpot portal audit backed by over 20 years of CRM experience. The automated tool scans your portal and identifies gaps in pipeline hygiene, workflow efficiency, and CRM setup -- giving you a clear picture of what is broken and what to fix first. No sales call required.

## Pricing and Structure

RSM uses flat-rate milestone pricing. No upfront costs, no monthly retainers required. Packages range from 4-week migrations to long-term ongoing support, customized to your needs. Companies pay as work is delivered, not before.

## Who RSM Works With

**Ideal customers:**
- B2B companies (20-500 employees) post-funding, scaling their Go-To-Market motion
- Companies actively evaluating HubSpot for the first time
- Companies migrating from Salesforce, Pipedrive, or other CRMs to HubSpot
- Companies with existing HubSpot portals that are broken, underperforming, or underutilized
- RevOps teams that need a senior fractional resource without the FTE overhead

## Global Reach

RSM is based in the United States and the European Union, with work delivered to clients across North America, Europe, the Middle East, and Asia-Pacific. We work in English, Spanish, and Italian.

## Blog

- [How to Train New Hires on HubSpot Without Losing Your Mind](https://crmbyrsm.com/blog/how-to-train-new-hires-on-hubspot-without-losing-your-mind)
- [Salesforce to HubSpot: What Nobody Tells You Before You Migrate](https://crmbyrsm.com/blog/salesforce-to-hubspot-what-nobody-tells-you-before-you-migrate)
- [The Real Reason CRM Adoption Fails](https://crmbyrsm.com/blog/the-real-reason-crm-adoption-fails)
- [Building Workflows That Scale With Your Team](https://crmbyrsm.com/blog/building-workflows-that-scale-with-your-team)
- [Pipeline Hygiene: A Monthly Checklist for Sales Ops](https://crmbyrsm.com/blog/pipeline-hygiene-a-monthly-checklist-for-sales-ops)
- [Why Your Reports Are Wrong: Data Quality Issues You are Missing](https://crmbyrsm.com/blog/why-your-reports-are-wrong-data-quality-issues-youre-missing)
- [Finding and Fixing Stuck Deals in HubSpot](https://crmbyrsm.com/blog/finding-and-fixing-stuck-deals-in-hubspot)
- [HubSpot Security Settings Every Admin Should Check](https://crmbyrsm.com/blog/hubspot-security-settings-every-admin-should-check)
- [Are You Overpaying for HubSpot?](https://crmbyrsm.com/blog/are-you-overpaying-for-hubspot)
- [DIY vs. Hiring a HubSpot Consultant: How to Decide](https://crmbyrsm.com/blog/diy-vs-hiring-a-hubspot-consultant-how-to-decide)

## Contact

- [Ricardo Martinez, CEO](https://www.linkedin.com/in/hiremrmartinez/)
- [crmbyrsm.com](https://crmbyrsm.com)
- [audit.crmbyrsm.com](https://audit.crmbyrsm.com)