-
INDUSTRIES
-
SERVICES
-
SOFTWARE SOLUTIONS
-
- Wipfli Marketplace
- Wipfli Connect Industry CRM Solutions
- Wipfli Connect for Banking
- Wipfli Connect for Contractors
- Wipfli Connect for Manufacturing
- Wipfli Connect for Nonprofits
- Wipfli Connect for Real Estate
- Integrated Products for Sage Intacct
- AssetEdge
- CFO Connect for Sage Intacct
- Concur Connectors for Sage Intacct
- EMRConnect for Sage Intacct
- Equipment Management
- HCMConnect
- LM-2 on Sage Intacct
- PositivePay for Sage Intacct
- Integrate invoice processing & AP automation with Concur Connectors
-
-
ABOUT
- RESOURCE HUB
- EVENTS
-
CAREERS
Beltline Electric Company, Inc.
Knowing what it takes to win
Beltline Electric Company was growing — but it didn’t always know who was winning bids or why. With three sales divisions, the company had outgrown its current customer relationship management (CRM) system.
The Challenge
It was hard to track opportunities at Beltline Electric Company. Each sales division had a different workflow, which resulted in duplicate data entry and miscommunication. It needed a new CRM — one it could continue to grow with, and that was tailored for construction contractors.
The Solution
Beltline choose Wipfli Connect for Contractors and Microsoft Power BI to replace its CRM. Wipfli customized the solutions to Beltline’s business processes, from when an opportunity came in to when it closed, to give the company the functionality and visibility it needed.
Wipfli has been invaluable in helping us create and automate workflows that will grow our sales pipeline.
The results
With these two solutions, Beltline gained reporting, automation and customized workflows — all in one future-proof solution. Now it’s easy for sales leaders to see performance, improve bids and estimates, and identify ideal projects. And the business knows which projects to decline based on profitability. That type of business intelligence contributed to higher-quality projects and up to 10% higher gross margins. Beltline plans to expand access to its CRM so more departments have the power to make better, faster decisions.
