Meet the demand for connected experiences
Your customers expect connected, personalized experiences. In fact, 84% of customers say the experience a company provides is just as important as its products and services.
That’s why Salesforce offers solutions specifically designed to personalize customer experiences, connect systems and data, improve engagement and empower your employees.
Wipfli + Salesforce
Our Wipfli Digital team has decades of experience helping clients increase your leads, accelerate your sales pipeline and close deals faster.
The team at Wipfli goes beyond implementation and product selection to help ensure you get the maximum return on your investment.
Our team provides:
- Salesforce consulting and implementation services
- Salesforce data and integration services
- Salesforce business process automation
- Salesforce support
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.
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.
Unite your marketing, sales, commerce, service and IT departments with this fully integrated CRM platform.
Genie Customer Data Cloud
Harness the power of real-time data from any source to build a single view of your customers and take action across Customer 360 based on in-the-moment customer behavior with Genie.
Bridge the gap between Salesforce and your legacy system with MuleSoft, which connects applications, data and devices through a series of APIs.
Ready to optimize Salesforce?
As a Salesforce registered partner, Wipfli helps organizations optimize Salesforce and gain measurable ROI and long-term impact. Let us assist you in determining which Salesforce products can help you meet your business goals. Click here to learn more.
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.
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.
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.
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).