Engage customers with the ultimate experience
In this digital world, new technology continues to change how your staff engages with customers, collaborates with each other and innovates. Enhancing the customer experience is critical to your organization’s success.
One way to accelerate organizational growth through customer and market insights is to leverage a modern customer relationship management (CRM) platform. And that’s where Wipfli comes in.
Why Wipfli?
We help you deliver a hyper-personalized, omnichannel customer experience while meeting your strategic, financial and workforce needs. Increase leads, accelerate your sales pipeline, close deals faster and deliver quality service and support with the right CRM solution. Wipfli can help you select that right solution for your organization and customize the implementation so that the technology truly works for your business. To help ensure success, we stay connected to your team to provide ongoing enhancements, training and maintenance.
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales helps companies connect their financials, sales, services and operations to streamline business processes, improve customer interactions and make more informed strategic decisions.
Salesforce
Salesforce is designed to personalize customer experiences, connect systems and data, improve engagement and empower your employees.
Microsoft Dynamics 365 Customer Insights
Microsoft Dynamics 365 Customer Insights enhances the value and quality of your data, providing real-time analytics and insights for informed decision-making, customer engagement and process automation.
Wipfli Move
Wipfli Move is a custom CRM solution for homebuilders built on the Salesforce platform. It captures each step of the buyer’s journey, integrates with other systems and empowers your sales team.
Microsoft Dynamics 365 Marketing Sales
Microsoft Dynamics 365 Marketing enhances marketing effectiveness through personalized customer journeys, AI-driven recommendations and data-driven decision-making.
Our team
Kelly Arduino
Kelly Arduino has over 20 years of experience working with healthcare and senior living organizations. She is the industry leader of the healthcare practice at Wipfli which combines the strengths of consultants and CPAs to provide financial and strategic services to clients.
Tiffany Karlin
Tiffany Karlin has over 10 years of experience in the healthcare industry and brings a wealth of expertise in Medicare and Medicaid reimbursement systems, operational needs and structures of post-acute providers, and healthcare reform client impact. She spends her time researching new laws impacting the healthcare industry and supporting policy affecting the industry and is an active leader in the healthcare associations she serves.
Success story
Discover how Sub-Zero needed a CRM to improve customer insight, make informed decisions and further its reputation for innovation and industry leadership
