Build a next-gen CRM with Wipfli and Salesforce
Today’s homebuilders need a customer relationship management (CRM) solution that identifies and cultivates leads, connects to homebuyers and prospects, streamlines operations, combines data and closes sales.
Yet out-of-the-box solutions fall short, and enterprise solutions are too costly and complicated.
Enter Wipfli’s custom CRM solution for homebuilders. Built on the Salesforce platform, it helps homebuilders do unique things and includes features such as:
- Traffic management
- Digital registration cards
- Sales scenario builder
- Design center integration
- Purchase agreements and e-signature
- Community analytics
- Deposit tracker
- Email marketing
- Land acquisition
Why Wipfli
Wipfli’s dedicated team for homebuilders goes beyond basic installation to analyze your existing infrastructure to uncover new operational efficiencies, increase user adoption and provide ongoing support.
Our team provides:
- Salesforce consulting and implementation services
- Salesforce data and integration services
- Salesforce business process automation
- Salesforce support
Wipfli has been a trusted resource to the construction industry for over 75 years. We offer services in tax and audit, risk advisory, digital transformation, outsourcing, organizational performance, M&A and leadership.
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.
Brad Werner, CPA, MBA
Brad Werner is the Chicago market construction and real estate practice leader and an audit partner whose primary focus is on attest and accounting services. Working closely with members of management to improve their overall operations, he provides value to clients by offering broad experience in many industries and aspects of accounting and financial reporting. Brad ensures efficiency through solid planning and organizational skills in coordinating all aspects of each engagement. He effectively communicates complex accounting issues and solutions to his clients, enhancing overall retention.
Bill Gleason
Bill Gleason is a director in Wipfli’s construction and real estate practice. With over 20 years of experience in providing technology solutions to his clients, he is attuned to the needs of various types of clients, from startup businesses to established companies. His focus areas include the Salesforce platform, automated workstreams, user adoption and training, and technology modernization. Bill pairs strong business acumen and technical knowledge with communication skills to implement solutions for the challenges his clients face. Clients appreciate his tailored individual and business solutions to help them overcome operation challenges and meet their strategic goals.
