CRM, Workflow, Collaboration, Analytics
Is your CRM solution really helping you grow the business, or is it an expensive electronic Rolodex? We focus our energy on solutions that align with your business objectives, people, and technology to create the business intelligence you need to dominate the marketplace. Together, our professionals have over 87 years of experience helping organizations just like yours. This experience and expertise, combined with our ability to leverage our partnerships with industry-leading CRM, Collaboration, and Business Intelligence software solutions, gives you the immediate results you desire and positions your company for future growth. We help drive out waste and inefficiencies in the process and effectively utilize technology to ensure that your sales, marketing, and service organization is targeted on the greatest opportunities for growth. Whether you are looking to implement a CRM solution for the first time or take your existing initiative to the next level, Wipfli has the experience and the passion to help you realize your potential.
Featured Solutions
Software ImplementationManaging change is critical for successful software implementation. Wipfli experts understand the ins, the outs, and the nuances of getting an entire organization up to speed and on track to ensure success. Wipfli will develop a working implementation plan, tailored to manage the changes that align your people, your processes, and your technology.
Microsoft Dynamics® CRMMicrosoft Dynamics® CRM provides easy-to-use features and capabilities to improve the way sales and marketing target new customers, manage marketing campaigns, drive sales, and help manage customer incidents.
- Tailored for medium to large organizations
- Highly adaptable to fit needs of specific industries
SalesLogixA highly tailorable solution that automates the CRM business process, the suite includes: sales, marketing, customer service, support, and mobile automation solutions.
- Tailored for medium to large organizations
- Unique needs
- Robust functionality
QlikViewQlikView is fast, powerful, and visual in-memory business analytics. Utilized by small to medium-sized companies, it is built for businesses with highly complex data mining needs.
Microsoft Office SharePoint ServerMicrosoft Office SharePoint Server provides a single, integrated location where employees can efficiently collaborate with team members, find organizational resources, search for experts and corporate information, manage content and workflow, and leverage business insight to make better-informed decisions.
Featured Expertise
Terry Kerscher
Terry Kerscher is a partner within the Customer Relationship Management and Growth Practice and has over 20 years of experience in information technology and solutions consulting. Terry adeptly assists clients with identifying their business objectives and provides the information technology solutions that meet their needs.
Featured Success Story
Sub-Zero: Gaining Valuable Business Intelligence Through CRMFar from simply handing over the key to a new CRM program, Wipfli walked Sub-Zero through each carefully considered implementation step to help drive its success.