Capture more business with a 360-degree view of your customer
Outdated sales and marketing practices can put an organization’s goals at risk — slowing down business development and standing in the way of a frictionless customer experience. As the industry leader in CRM software, Salesforce automates growth activities and serves as a one-click hub for rich customer intelligence that orients all your marketing and sales.
Salesforce makes it easy to tailor your CRM, with scalable features as you grow and need to adjust tactics across sales, marketing and commerce. As a Salesforce-certified partner, Wipfli goes beyond technical implementation to help ensure that clients have a high-impact solution that improves sales processes, deepens customer engagement and increases team efficiency.
Experience Salesforce with Wipfli by your side
Our team is committed to integrating industry-leading CRM technology with a strategy that advances your business objectives. Here is what you can expect from Salesforce with the support of Wipfli specialists:
INTELLIGENCE
With Einstein AI built into the CRM system, Salesforce is your companion for real-time recommendations, predictive analytics and business process automation. Wipfli helps deploy the features that will most empower employees to work efficiently and at scale. Our work includes CRM integration with Agentforce, a Salesforce platform that hands off specialized tasks and functions to custom AI agents.
INTEGRATION
With a comprehensive Salesforce integration, organizations can seamlessly link their CRM with existing tools for an efficient, coordinated technology stack. Our team specializes in consolidating all data from sales and marketing into your CRM — and then connecting IT platforms through iPaaS solutions such as MuleSoft so you have full visibility and control across the enterprise.
CUSTOMIZATION
Your Salesforce CRM should be configured to work hard for you and drive success in your specific operating environment. With Wipfli’s deep experience across sectors, we provide tailored CRM solutions that focus on the unique challenges and opportunities in industries that include construction, financial services, manufacturing and more.
What our clients are saying
Salesforce products
Financial Services Cloud
Connected customer experiences are no longer a nice-to-have for financial institutions. They are the key to survival. Wipfli’s accelerated CRM implementation services, combined with Salesforce Financial Services Cloud, can deliver a 360-degree view of your customers to drive results faster. With deeper insights into customer preferences and habits, you can know your customer processes, increase wallet share and improve employee efficiency while attracting and retaining customers.
Manufacturing Cloud
Power your manufacturing company to deliver customer-centric operations, streamline processes, enhance customer experiences and drive growth with Wipfli and Salesforce Manufacturing Cloud. With our implementation services and Salesforce’s purpose-built manufacturing CRM, we help clients serve customers and distributors faster, unify opportunities with demand forecasts and bring AI insights into your daily operations.
Homebuilding Cloud
Today’s homebuilders need a customer relationship management (CRM) solution that identifies and cultivates leads, connects to homebuyers and prospects, streamlines operations, combines data and closes sales. Yet out-of-the-box solutions fall short, and enterprise solutions are too costly and complicated. Enter Wipfli Move, our custom CRM solution for homebuilders. Built on the Salesforce platform, Wipfli Move helps homebuilders do unique things.
Tribal Citizen Portal
The Salesforce Citizen Portal is a user-friendly platform designed to help tribal governments connect with citizens and streamline service delivery. It offers a comprehensive view of citizens’ needs, making it easier for agencies to provide personalized and efficient services. The portal includes a range of features, such as program management, licensing and permitting, grants management and social care. These tools help local authorities manage their interactions with citizens more effectively.
Public Sector Cloud
Enhance government services and boost operational efficiency with proactive agents and automation. Leverage Salesforce software to unify and streamline data on a compliance-enabled cloud. Accelerate innovation with a low-code application platform tailored for government needs.
Increase operational efficiencies, reduce costs, enhance decision-making through real-time insights, and improve customer satisfaction through personalized interactions. Salesforce Agentforce is an AI platform that empowers businesses with autonomous agents capable of operating independently and adapting to real-time data. Built on a low-code/no-code framework, Agentforce seamlessly integrates with existing business processes and data, enabling efficient and accurate task execution.
Build relationships and manage leads with a single source of truth. Consolidate your tech stack and drive productivity with the single platform where AI and automation come standard.
Reduce costs and drive efficiency with Salesforce for Service by fostering one-on-one marketing relationships with your customers while automating service processes, streamlining workflows and finding topics to spark engagement.
Salesforce Marketing Cloud is designed to deliver personalized customer journeys. It gives you the power of predictive recommendations to identify the customers most likely to engage with you, and it lets you connect every interaction to create effective cross-channel campaigns.
Innovation and recognition
Wipfli’s digital specialists go beyond implementing commercial software. We are committed to fostering active relationships within our technology ecosystem, investing in joint innovation and continually earning certifications that help expand what’s possible for clients.
Wipfli is proud to have a track record of experience that includes the following:
- 500+ Salesforce projects
- 280+ Salesforce certifications achieved
- 86% of clients convert to long-term managed services
Our team
Kyle Aulerich
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.
Ryan Swiderski
Ryan Swiderski is a technology partner serving the MRD practice. He leads Wipfli’s retail and consumer products industry, specializing in CX tech, including Microsoft Dynamics 365, Salesforce, ERPs, business intelligence solutions and more.
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.
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).
A playbook for CRM modernization
New features in CRM tech make it easier than ever to embrace automation. Learn where CRM integrations often go sideways and how to avoid common project roadblocks.
Increasing client portal engagement by 50%
Disciplined Growth Investors wanted a CRM that could enhance its portfolio decision-making and offer a user-friendly customer portal. Wipfli delivered.
