Engage your customers with precision while empowering your sales team
Every interaction with a customer is an opportunity — to serve a need, spark interest and nurture a relationship. And behind every interaction, outreach or client meeting is valuable data to track performance and make effective decisions as a business.
Customer relationship management (CRM) solutions can help you deliver personalized experiences, close deals faster and automate processes between sales, marketing and customer service.
Harness the power of a modern CRM. Contact us to get started.
Contact UsBenefit from collaboration and customer insights
Deliver quality, customized experiences
Deliver quality, customized experiences
Accelerate the sales pipeline
Accelerate the sales pipeline
Gain efficiency across your team
Gain efficiency across your team
Improve performance forecasting
Improve performance forecasting
How we support your CRM implementation
Investing in sales and customer experience is critical to your organization’s success. But an enterprise CRM platform alone won’t change the game. Wipfli works with you to prioritize the right technical features and help ensure the implementation drives long-term value. Our specialists help integrate the platform within your IT infrastructure, mobilize users across the enterprise and customize the environment so it truly works for you — and your customers.
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Getting started
Getting started
Putting a plan into action
Putting a plan into action
Managing through change
Managing through change
What our clients are saying
Find the right CRM platform for your needs
Wipfli works hand in hand with premier industry platforms. As a systems integrator, we can help you evaluate a range of solutions to find the right fit that will support your vision.
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Customer Insights
Microsoft Dynamics Marketing
Salesforce
Industry-tailored CRM enhancements
There are functions of a CRM that are universally valuable, no matter the user. But to get the most out of a CRM solution, there should be configurations and connections that account for the way work gets done within specific industry environments.
Wipfli offers CRM enhancements that are packaged and tailored for specific industries and their core needs for customer engagement, pipeline management and data analytics.
Wipfli’s CRM enhancements built on Microsoft Dynamics:
Banking
Manufacturing
Contractors
Nonprofit
Real Estate
Wipfli’s CRM solution built on Salesforce
To help ensure a streamlined and effective Salesforce implementation, Wipfli provides tailored solutions for a range of industries — including construction, financial services and manufacturing — focusing on the unique challenges and opportunities within each sector.
Spotlight solution: Wipfli Move
Watch the video to learn about our custom CRM solution designed for today’s homebuilders.
TOP PICKS
Our team
Kyle Aulerich
Kyle Aulerich is a principal with more than 18 years of experience in providing trusted business consulting services. He is attuned to the needs of various industries, from construction and real estate to wealth management and healthcare. In addition, Kyle advises his clients on technology modernization strategies. Clients appreciate his tailored approach to help them overcome challenges and meet their goals.
Ryan Swiderski
Ryan Swiderski is a technology partner serving the MRD practice. He leads Wipfli’s retail and consumer products industry, specializing in CX tech, including Microsoft Dynamics 365, Salesforce, ERPs, business intelligence solutions and more.
Andrew J. Potasek
Andrew Potasek brings more than 11 years of experience to help our clients in process and design with a focus on Microsoft Dynamics and D365 technologies. Andrew is highly respected for his motivation and flexibility.
Matt Gelb, VTSP, MCTS
With over 20 years of experience, Matt Gelb provides technology advisory, planning and implementation services to Wipfli’s construction and real estate clients. The combination of his business consulting services and industry expertise produces the initiative, astute analysis and unwavering commitment and enthusiasm his clients have come to rely on. Matt also provides business analysis, subject matter expertise and project management for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM).
CRM is more than a pipeline
CRM solutions have evolved beyond managing customer data and sales processes. We dive into the full potential of CRM analytics and functionality to shape business decisions and modernize operations.
Determined to ‘do CRM right’
Faith Technologies, one of the largest privately held electrical contractors in the U.S., invested in a CRM to coordinate its sales cycle — but teams weren’t using it. Learn how they revived their CRM to reach performance goals with an expanded contractor-specific solution.
