Optimize customer engagement and experience through actionable insights.
Leverage leading-edge customer relationship management (CRM) technology platforms.
Accelerate organizational growth through customer and market insight.
Experienced teams access domain expertise and industry best practice analysis, deliverables, and outcomes to align customer relationship and experience processes with organizational strategies and goals.
Featured Thought Leader
Matt Gelb, VTSP, MCTS
With over 20 years of experience, Matt Gelb provides business analysis and project management services for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM).
Ryan Swiderski utilizes his 16 years of consulting experience to bring CRM systems and process expertise to Wipfli’s clients. As a partner 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.
Andrew J. Potasek
Andrew Potasek utilizes his 11 years of consulting experience to provide process and design expertise to Wipfli’s clients. As a principal in our front office practice, his high level of flexibility allows Andrew to contribute to multiple service offerings and industries. His diverse project experience focuses on Microsoft Dynamics® D365 technologies, but includes process assessments, BI, and SharePoint. Andrew is highly respected for his motivation, flexibility, and technical knowledge.