RSM Case Study

RSM US LLP serves as a trusted partner for audit, tax, and consulting services tailored to middle-market companies across North America. As the US member firm of RSM International, we are part of a global network of independent consulting practices working together to deliver exceptional services to clients worldwide in over 120 territories.

Initially lacking a client-friendly platform for purchasing and managing licenses, RSM sought to implement a user-friendly customer self-service platform to streamline internal processes and enhance client experience.

Michelle Good, Operations Manager at RSM US explains, “A lot of our customers started asking for self-service capabilities, so we began the process of
looking for the right solution. Another important feature for us was the ability to gain the kind of billing insight that would alleviate the manual billing manipulation we were doing and minimize the level of effort we needed to put in to deliver comprehensive billing details for our 700 clients.”

Cloudmore has proved to be a differentiating factor for RSM US with prospective customers.

RSM Cover
Commerce 4.0 for MSPs: Beyond the Sale – SaaS Solutions and Recurring Revenue Synergies
Commerce 4.0

Commerce 4.0 for MSPs: Beyond the Sale – SaaS Solutions and Recurring Revenue Synergies

06 May 2024 8 min read
6 Key Strategies for Building New Business IP within Your SaaS Offerings
A group of workers in a modern office setting

6 Key Strategies for Building New Business IP within Your SaaS Offerings

03 May 2024 9 min read
Introduction to the Importance of B2B Enterprise SaaS Platforms
Enterprise SaaS

Introduction to the Importance of B2B Enterprise SaaS Platforms

10 April 2024 6 min read
Contracted Annual Recurring Revenue: Complete CARR Guide
CARR Guide

Contracted Annual Recurring Revenue: Complete CARR Guide

05 April 2024 8 min read
What is Consumption-Based Pricing? + Examples of Usage Based Models
Consumption Based Pricing

What is Consumption-Based Pricing? + Examples of Usage Based Models

28 March 2024 6 min read
Transformative New Business Models: Advantages & Challenges
New Business Models Header

Transformative New Business Models: Advantages & Challenges

26 March 2024 6 min read