Engage your customers with precision while empowering your sales team
Every interaction with a customer is an opportunity — to serve a need, spark interest and nurture a relationship. And behind every interaction, outreach or client meeting is valuable data to track performance and make effective decisions as a business.
Customer relationship management (CRM) solutions can help you deliver personalized experiences, close deals faster and automate processes between sales, marketing and customer service.
Harness the power of a modern CRM. Contact us to get started.
Contact UsBenefit from collaboration and customer insights
Deliver quality, customized experiences
Deliver quality, customized experiences
Accelerate the sales pipeline
Accelerate the sales pipeline
Gain efficiency across your team
Gain efficiency across your team
Improve performance forecasting
Improve performance forecasting
How we support your CRM implementation
Investing in sales and customer experience is critical to your organization’s success. But an enterprise CRM platform alone won’t change the game. Wipfli works with you to prioritize the right technical features and help ensure the implementation drives long-term value. Our specialists help integrate the platform within your IT infrastructure, mobilize users across the enterprise and customize the environment so it truly works for you — and your customers.
Getting started
Getting started
Putting a plan into action
Putting a plan into action
Managing through change
Managing through change
What our clients are saying
Industry-tailored CRM enhancements
There are functions of a CRM that are universally valuable, no matter the user. But to get the most out of a CRM solution, there should be configurations and connections that account for the way work gets done within specific industry environments.
Wipfli offers CRM enhancements that are packaged and tailored for specific industries and their core needs for customer engagement, pipeline management and data analytics.
Banking
Manufacturing
Contractors
Nonprofit
Real Estate
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A playbook for CRM modernization
Learn how to avoid pitfalls and maximize system outcomes to make CRM more accessible, customized and productive than ever before.
CRM success story
After implementing a new CRM, DGI saw a 50% increase in client portal engagement. Here’s how Wipfli helped them achieve it.