Drive smarter sales and growth with CRM
Manufacturing leaders know that growth depends on more than just operational efficiency. You need deep, strategic insights into both customers and markets — and customer relationship management software (CRM) can deliver them.
The right CRM for manufacturing can help you:
- Make smarter decisions using accurate, timely and actionable business intelligence that gives you a clear view of your operations and customer behaviors.
- Boost customer loyalty and retention while simultaneously increasing profitability and revenue through more personalized and efficient service.
- Focus your sales and marketing efforts on the most profitable customers, helping to ensure your resources are used where they’ll have the greatest impact.
- Turn every customer interaction into an opportunity, empowering your entire team to contribute to lead generation and business development.
- Synchronize all customer touchpoints from sales and service to support and beyond, creating a seamless and consistent customer experience across all touchpoints, including sales, marketing and service.
Wipfli is ready to help you leverage CRM as a strategic asset to help your business grow, compete and thrive in any business environment
Why Wipfli?
Wipfli’s CRM for manufacturing support focuses on getting your system implemented and delivering ROI faster. With deep industry experience, we understand manufacturers’ operational and sales challenges and how to configure CRM systems to overcome them.
We align your CRM with your existing systems and sales processes to help ensure seamless integration and adoption. Our team also builds in the KPIs and performance metrics that matter most to your business, equipping you with preconfigured dashboards that provide real-time visibility into sales performance and customer engagement.
From selecting the right solution to full implementation and optimization, Wipfli provides end-to-end CRM support tailored to your business objectives.
How we help you
Whether you need solutions for marketing automation, improving sales processes or enhancing customer service, Wipfli helps you choose from any CRM solution on the market to find one that can effectively meet your business needs. Our CRM selection support is platform-agnostic, helping ensure our recommendations are always tailored to what’s best for each client — regardless of vendor.
We support the full software selection process, including:
Requirements gathering
We combine our experience working with manufacturers with extensive CRM knowledge to help you answer critical questions, including:
- Which solution fits your unique sales process?
- Which system supports your existing technology investments, and which one can grow with your business as your tech stack evolves?
- Which systems bring better functionality for the parts of the customer life cycle you need to address, including customer service and field service?
Vendor processes
Wipfli offers support to help you negotiate with vendors, including support for:
- Vendor RFP processes.
- Vendor presentations, including provider demo scripts and demo scorecards, to help you stay focused on high-priority functionality.
- Provider due diligence.
- Contract negotiations.
- Statement of work review and execution.
To help ensure your manufacturing CRM investment delivers long-term value, we guide manufacturers through a strategic implementation approach grounded in your business goals, tailored to your operations and designed to drive adoption and results.
Planning and processes
Before implementation, we work to deeply understand your process, pain points, goals and opportunities. From there, we help you develop a plan for the first phase of implementation, as well as a multi-year look at how your business can continue to use systems in the future.
We can also help you enhance marketing with our sales process improvement support. CRM is directly tied to your sales processes and teams. We can help you uncover areas where you can enhance sales processes or strategy so that you’re better positioned to leverage CRM in driving revenue growth.
Integration
Wipfli’s extensive experience working with manufacturing positions us to help you build more robust CRM and marketing solutions. In addition to implementing CRM, our team can support you in:
- Adopting and integrating additional sales intelligence tools that can help you support a more effective marketing platform and sales.
- Integrating all your customer data through solutions such as iPaaS so that you can gain a true, 360-degree view of customers.
People
Our change management services focus on preparing your users for the transition. This includes identifying potential areas of resistance, assessing training needs and fostering user adoption through targeted communication and advocacy. By supporting your team throughout the change process, we help ensure a smoother, more successful implementation.
Project management
CRM initiatives require dedicated staff that can help manage the steady execution — staff that you may not have available. Wipfli provides project management services that can help you:
- Ensure the timely completion of project tasks.
- Communicate regularly so that staff stay informed about the project.
- Determine the individuals responsible for ERP project work and keep them accountable.
- Maintain strong relationships with any implementation partners.
Business analysts
Wipfli’s business analysts bring deep industry insight to help ensure your CRM is aligned with your sales processes and optimized to enhance productivity. With a strong grasp of manufacturing sales dynamics, we can translate strategic objectives into system capabilities to help you unlock greater value from your CRM.
Wipfli’s support doesn’t end with implementation. Whether you need continued support for Microsoft Dynamics 365 or Salesforce, our team can help you address the challenges preventing you from seeing the full value of your CRM investment.
Our optimization starts with an assessment of your business’s current state. We take a holistic approach, examining your processes, teams and solutions to determine what’s limiting your usage.
From there, we can help you take your solutions further with support for:
- Extending capability.
- Scaling solutions to match your growth or technology advancement.
- Leveraging additional reporting and dashboards.
We can also help you address the areas that slow your momentum, including:
- Staff turnover or loss of a system “champion.”
- Loss of technical resources.
- Changes in sales processes.
- Lacking or outdated training.
- Lacking strategy or alignment with a digital roadmap.
Solutions
While Wipfli can help you select and implement CRM solutions from any vendor, our experience with platforms like Microsoft Dynamics 365 and Salesforce allows us to deliver faster, more efficient deployments and long-term success.
Microsoft Dynamics 365 Customer Insights
Enhance the quality and impact of your customer data with Microsoft Dynamics 365 Customer Insights — a real-time platform that unifies data and delivers actionable insights across sales, marketing and service. Gain a 360-degree view of your customers, improve engagement and drive operational efficiency through automation and predictive analytics.
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales equips your team with the tools they need to engage customers, streamline collaboration and drive revenue. Adapt to the new era of digital selling with real-time insights, automated workflows and improved forecasting.
Microsoft Dynamics 365 Marketing
Drive smarter, more personalized marketing with Microsoft Dynamics 365 Marketing. This unified platform helps your marketing team understand buyer journeys, optimize campaigns and build lasting customer trust. It can also help you leverage AI-driven insights and real-time engagement metrics to improve decision-making and maximize value.
Salesforce
Deliver connected, personalized customer experiences with Salesforce. As a certified Salesforce partner, Wipfli helps you go beyond implementation with strategic consulting, integration, automation and ongoing support to maximize ROI and drive operational efficiency. With Wipfli and Salesforce, your team can leverage connected systems and data to improve engagement.
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.
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.
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).
Implement the right systems for success
We helped Jones Sign select an ERP that helped them unify data and eliminate manual processes across seven facilities.
