Skip the generic CRM. Get exactly what you need for homebuilding success.
For today’s homebuilder, pre-packaged customer relationship management (CRM) solutions fall short on key features, from land acquisition management to design center integration. But enterprise solutions built from the ground up can be costly and resource-heavy to maintain over time.
Drawing on our 75-year legacy as a trusted advisor to the construction industry, we developed Wipfli Move — a tailored CRM experience for homebuilders, built on the Salesforce platform. With Wipfli Move, we make your CRM more than a technical implementation. We help ensure that homebuyers have exactly what they need to cultivate sales, engage buyers and fast-track operations from first contact to final contract.
How Wipfli Move gets you building faster
Behind every construction project is a mountain of tasks to tackle and track. From prospecting and contract management to purchase agreements and customer service, homebuilders manage layers of parallel functions — well before any ground is broken.
Wipfli Move provides a ready-to-go CRM experience, with built-in features and configurations that address essential homebuilding needs. As a Salesforce-certified partner, we integrate best practices from across all industries into an interface sharpened for your next construction project.
Benefits of a tailored CRM for construction professionals
Wipfli has delivered Salesforce’s leading systems in over 500 implementations. With Wipfli Move, clients can expect the same level of implementation service, integration, automation and ongoing customer support from our Salesforce team. Here are some additional benefits:
Wipfli Move helps teams reach and nurture prospective buyers, scale marketing tactics and decrease the lead-to-sales cycle.
With Wipfli Move, users can easily manage and automate key steps in each project and lean on the CRM to integrate sales, marketing, design contracts and more.
For homebuilders, historical and real-time insight can shape the next business decision. Wipfli Move tracks enterprise performance so you have metrics on demand with every project.
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.
Ryan Swiderski
Ryan Swiderski is a technology partner serving the MRD practice. He leads Wipfli’s retail and consumer products industry, specializing in CX tech, including Microsoft Dynamics 365, Salesforce, ERPs, business intelligence solutions and more.
Matt Gelb, VTSP, MCTS
With over 20 years of experience, Matt Gelb provides technology advisory, planning and implementation services to Wipfli’s construction and real estate clients. The combination of his business consulting services and industry expertise produces the initiative, astute analysis and unwavering commitment and enthusiasm his clients have come to rely on. Matt also provides business analysis, subject matter expertise and project management for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM).
Andrew J. Potasek
Andrew Potasek brings more than 11 years of experience to help our clients in process and design with a focus on Microsoft Dynamics and D365 technologies. Andrew is highly respected for his motivation and flexibility.
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