Microsoft Dynamics CRM

If You Have Customers, You Need Microsoft Dynamics CRM

At its core, CRM involves three basic steps:  finding and developing customer relationships, keeping customers happy, and growing these relationships to enhance your business profitability.

It's one thing to identify a loyal customer; it's another to cultivate that loyalty. To do this, you have to know your customers. Knowledge is power, and Microsoft Dynamics CRM delivers.



Featured Solutions

Gain insight with CRM analytics
With more data available to organizations now than ever before, put that wealth of untapped knowledge to work for you via (effective) performance management, dashboards, analytics and trends that can help you align your decision making with your organization’s strategic objectives. Know your customers as well if not better than they know themselves. 

Drive more value with SharePoint integrated solutions
Are you taking advantage of all the collaboration/analytic capabilities available to you today in your current investments?  Are management/executives and team leads getting the view/data of their operational needs – Are you able to answer the critical questions of day… Are you able to concentrate your efforts in an effective manner and ensure delivery of value on a day to day basis? Do you have your finger on the pulse of your organization or department?

Integrated eMarketing from ExactTarget
Looking to fully develop your current and potential relationships? Looking to drive your brand/message/offering/capabilities/value to market? Looking to avoid the ever increasing burden on your email system / risk of having your email system blocked/blacklisted? The seamless integration of Microsoft’s data management tools with ExactTarget’s powerful email creation tools and send engine lets Microsoft Dynamics CRM users convey messages that deliver results. 

Single view of the customer – single version of the truth:  integration with the back office and enterprise applications
Don’t miss out on the opportunity to enable your people to serve customers as they expect to be served (in this ever changing social world) – to make educated/informed decisions based on up to date and real time information and provide valuable opportunities/solutions sells.  Leverage your data and enable your most precious/important assets – your people – (arguably your organizations two most important/critical assets) to build confidence in your organization’s (promise of) value and promise of delivery.




Featured Expertise

Matt Gelb

Matt's background includes over 12 years of involvement in aligning business process and technology initiatives. Matt has worked with dozens of Wipfli clients to put Microsoft Dynamics CRM to work for them; helping them grow, retain, and expand their customers.









Looking for a CRM that works the way you do?

Look no further. Wipfli Connect solutions derive all the benefits of Microsoft Dynamics CRM, but are tailored to your industry. You'll save costly customizations and gain a better, smarter CRM, designed just for your business.

Before you invest in a CRM system, check out our Wipfli Connect solutions.

Wipfli Connect


Scribe Software Corporation provides cost-effective, no-coding data migration and integration solutions for Microsoft Dynamics business applications. Scribe solutions are simple to configure and provide ease of modification as business processes change.

Blog: Wipfli's Microsoft Dynamics CRM team blog

Check out Wipfli's Microsoft Dynamics CRM team blog for insights on Microsoft Dynamics CRM – product news, announcements, best practices, ideas, how-tos, etc. and how they might align with your strategic business objectives, meet a short term tactical need, or just get you thinking. 

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