Optimize customer engagement and experience with our CRM solutions
New technology is challenging how we engage with customers, drive decisions, work and grow. And in today’s era of innovation, the ability to adapt and connect is the difference between success and failure.
Our CRM consulting services can help you find and implement the right platform so you can optimize speed, flexibility and resilience.
Our Wipfli Digital team has decades of experience helping thousands of clients implement a customer relationship management solution that delivers a hyper-personalized, omnichannel customer experience.
What makes us different is our industry-specific solutions, accelerated implementation process and ongoing connection. We never just plug in a program and walk away.
We customize solutions that increase your leads, accelerate your sales pipeline, close deals faster and deliver high-value service and support with the right CRM solution.
We know that people are at the core of any solution.
That’s why our team partners with yours to train, smooth adoption and redefine processes to take advantage of your investment. And to ensure success, we stay connected to your team to provide ongoing enhancements, training and maintenance.
Premier CRM platforms
Microsoft Dynamics 365
Microsoft Dynamics 365 Sales helps companies connect their financials, sales, services and operations to streamline business processes, improve customer interactions and make more informed strategic decisions.
Our comprehensive range of Salesforce consulting services, coupled with our industry-specific knowledge, ensures that you get the most out of your Salesforce investment, ultimately driving digital transformation and long-term success for your business.
What we do
Industry solutions: We tailor your solution to meet industry-specific compliance, as well as regulatory, customer and operational needs. Our teams are aligned to meet the unique requirements of industries such as manufacturing, nonprofit, technology and manufacturing.
Platform selection: Partner with us to build a checklist of your needs, and then use our knowledge of today’s technology with tomorrow’s hottest trends to help you select the software that’s right for you.
Implementation: Increase adoption and get results with an implementation plan that puts as much focus on people and process as it does on technology. We can do everything from migrating your data to integrating your systems and training your team.
Planning and road map: We can help you establish a clear understanding of the goals, requirements and scope of the project. A road map 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 and unifying your existing data, ensuring data integrity and accuracy. We also offer data cleansing services to remove duplicates, correct inconsistencies and enhance data quality.
Custom development: Our team can create custom dashboards, reports and data visualization tools to enable data-driven decision-making. And we can build tailor-made applications to address your specific business needs and requirements.
Analytics and reporting: We help you harness the power of a CRM’s advanced analytics and reporting capabilities to gain valuable insights into your business operations.
Compliance and security: We prioritize security and compliance, ensuring adherence to industry standards and regulations. Our team helps you navigate complex data protection requirements and safeguard your sensitive information.
ERP integration: Magnify the impact of your CRM and ERP by connecting your systems under a single strategy. Let us help you build a master customer record, streamline financial operations, harmonize workflows and centralize processes.
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.
Kevin Scully has more than 10 years of experience and heads up Wipfli’s CRM and BI software suite implementations. He excels in business process analysis and thrives in high-pressure situations.
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.
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.
Sara Circosta is senior business developer with over 10 years of experience in technology and financial services. She is responsible for business development for our Wipfli Digital team, with a focus on financial services. She has worked with companies to transform their marketing, sales, and operations functions while focusing on the transformation from traditional to digital by leveraging technology and data. Sara specializes in understanding client needs to deliver services designed to achieve 100% user adoption and deliver measurable returns for clients.
Sean Myers is a director, leading the Salesforce manufacturing practice at Wipfli. He works with manufacturing and distribution companies to define and adopt digital transformation strategies and SaaS technology to grow their market share, drive revenues and profits. Salesforce is an innovator that leadership teams rely on to gain market and demand insight and provide their channels what the tech they need to sell and close business. Wipfli is a mature, market leading advisory and systems integrator, and Sean is positioning the company, its resources and services as the Salesforce Manufacturing Cloud go-to-partner.