Connected, AI-powered growth
Disconnected tools and scattered data can slow down your business growth.
The HubSpot Customer Platform unites marketing, sales, service, content and commerce on a single, AI-powered smart CRM. It connects everything — and everyone — in one place, making it easier to attract leads and support your customers without sacrificing power for ease of use.
From strategy to launch, Wipfli’s HubSpot consulting services help you navigate CRM implementation in a way that’s tailored to your goals. We handle data integration, platform migration, user adoption and change management so you can efficiently unite your teams, empower your business and grow better.
Experience HubSpot with Wipfli by your side
With extensive experience in CRM integrations across a wide range of industries, Wipfli’s team helps ensure a seamless transition into your existing technology stack and provides a roadmap to achieve measurable impact.
Here is what you can expect from the HubSpot Customer Platform with the support of Wipfli specialists:
UNIFIED TEAMS
HubSpot’s Smart CRM acts as a single source of truth that connects all your business data across all hubs. Wipfli helps break down data silos and streamline complex, fragmented business processes, keeping your go-to-market teams aligned, operating from the same playbook and sharing actionable insights.
AUTOMATION
With HubSpot’s built-in AI, Breeze, your business can unlock new levels of productivity and insight. Wipfli’s specialists help you implement and optimize AI agents — including the customer agent to resolve inquiries 24/7 or the prospecting agent for automated outreach — allowing your team to scale growth and execute personalization instantly.
EXPERIENCE
HubSpot is designed to make ambitious growth goals feel easy by providing the power enterprises need with an intuitive experience for growing businesses. Wipfli has helped thousands of clients across industries overcome their CRM challenges and architect their ideal customer experience to acquire more leads, close more deals and drive retention.
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 CRM implementation experience that includes the following:
- 1,250+ CRM projects
- 280+ CRM certifications achieved
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.
Carlos Vega
Carlos Vega is a diversified digital strategy and transformation expert who has worked in multiple senior roles in strategic planning, finance and IT. He has held various senior digital transformation roles for some of the largest automotive and automotive finance organizations in the world, along with large financial institutions, banking software companies and fintech startups. He is passionate about breaking down customer frustration points by building engaging experiences using data, research and emerging technologies. Carlos believes the status quos in many industries needs to be challenged and reinvented in order to evolve and survive due to the current digital evolution.
Robin Early
Robin Early is a manager with over 18 years of experience in financial services. She is attuned to the needs of the industry having worked within financial institutions herself in various roles before moving the consulting side. Robin’s experience gives her the ability to share personal experience and valuable lessons learned. Clients appreciate her insight and passion for ensuring user adoption during the digital transformation process.
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
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.
