CRM solutions

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.

Featured solutions

Benefit from collaboration and customer insights

Deliver quality, customized experiences

A CRM gives you the analytics to understand customer behavior and create personalized sales and support strategies.

Deliver quality, customized experiences

A CRM gives you the analytics to understand customer behavior and create personalized sales and support strategies.

Accelerate the sales pipeline

Rich customer data helps design buyer journeys, target the right prospects and maximize cross-selling opportunities.

Accelerate the sales pipeline

Rich customer data helps design buyer journeys, target the right prospects and maximize cross-selling opportunities.

Gain efficiency across your team

A unified customer data platform streamlines collaboration between functions and automates workflows and handoffs.

Gain efficiency across your team

A unified customer data platform streamlines collaboration between functions and automates workflows and handoffs.

Improve performance forecasting

A CRM integrates with financial systems for a full view of enterprise performance and the insights to make long-term decisions.

Improve performance forecasting

A CRM integrates with financial systems for a full view of enterprise performance and the insights to make long-term decisions.

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.

3 step plan to getting started

Getting started

We start with your vision — not the technology. Wipfli helps clarify business objectives and user needs, then we work with you to select the right CRM solution.

Getting started

We start with your vision — not the technology. Wipfli helps clarify business objectives and user needs, then we work with you to select the right CRM solution.

Putting a plan into action

The CRM implementation is built to meet your needs. Wipfli is by your side, from data migration and security to configuration and user training.

Putting a plan into action

The CRM implementation is built to meet your needs. Wipfli is by your side, from data migration and security to configuration and user training.

Managing through change

Long-term success means ongoing maintenance and enhancements. Wipfli helps ensure your CRM solution is continually up to date and delivering enterprise value.

Managing through change

Long-term success means ongoing maintenance and enhancements. Wipfli helps ensure your CRM solution is continually up to date and delivering enterprise value.

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.