From a top-tier Salesforce Consulting Partner
As a comprehensive Salesforce consulting partner, Wipfli offers a wide range of services to cater to your specific needs and help you achieve your business objectives. Our Salesforce consulting offerings include:
- Industry-specific solutions: We provide tailored solutions for industries like Construction, Financial Services, and Manufacturing, focusing on the unique challenges and opportunities within each sector. Our industry-specific expertise ensures a streamlined and effective Salesforce implementation.
- Planning and Roadmap: We will help you establish a clear understanding of the goals, requirements, and scope of the project. This includes identifying the business objectives and user needs, defining the technical requirements and architecture, and outlining the project timeline and budget by phases. By doing so, define services help to align the project team and stakeholders on the goals and expectations of the project. A roadmap will define milestones, deliverables, and timelines for each phase to ensure that the project stays on track and meets its objectives.
- Data migration and cleansing: Our team assists in migrating your existing data to the Salesforce platform, ensuring data integrity and accuracy. We also offer data cleansing services to remove duplicates, correct inconsistencies, and enhance data quality.
- Custom application development: We develop custom Salesforce applications using Force.com, Lightning Components, and other Salesforce development tools. Our team of experts can create tailor-made applications to address your specific business needs and requirements.
- Training and support: To ensure seamless user adoption, we provide customized training sessions for your employees, covering key Salesforce functionalities and best practices. Our ongoing support services help you address any challenges or issues that may arise post-implementation.
- Analytics and reporting: We help you harness the power of Salesforce's advanced analytics and reporting capabilities to gain valuable insights into your business operations. Our team can create custom dashboards, reports, and data visualization tools to enable data-driven decision-making.
- Managed services: We offer Salesforce managed services, where we take care of your Salesforce platform's ongoing maintenance, support, and enhancements. This allows your team to focus on core business activities while we ensure your Salesforce instance remains optimized and up-to-date.
- Compliance and security: We prioritize the security and compliance of your Salesforce implementation, ensuring adherence to industry standards and regulations. Our team helps you navigate complex data protection requirements and safeguard your sensitive information.
- Salesforce integration: We specialize in integrating Salesforce with other enterprise systems, such as ERP, CRM, or marketing automation platforms. Our team can ensure seamless data flow and connectivity between Salesforce and your existing tools, enhancing overall efficiency and productivity.
- Health checks: We work with many companies who have either self-implemented Salesforce or used another service provider, and it is time for a change. We work with the executive team to understand the growth strategies of the organization, we define current state, and we present a roadmap to maximize the value of your Salesforce investment.
Our comprehensive range of Salesforce consulting services, coupled with our industry-specific expertise, ensures that you get the most out of your Salesforce investment, ultimately driving digital transformation and long-term success for your business.
Featured Thought Leader
Ryan Swiderski utilizes his 16 years of consulting experience to bring CRM systems and process expertise to Wipfli’s clients. As a principal and delivery lead in Wipfli's Customer Engagement practice, he focuses on sales, service, marketing, collaboration, and related technology, with an additional concentration in collaborative and business intelligence solutions.
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).