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
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.