Anticipate customer needs and make every interaction count
Organizations need to close deals faster, deliver better customer experiences and bridge gaps between sales, marketing and delivery. Microsoft Dynamics 365 CRM allows your business to take on these efforts in unison — helping you grow with efficiency and continually deepen customer loyalty and trust.
Microsoft’s integrated product suite makes it easy for teams to collaborate, automate workflows and track performance. As an official Microsoft partner, Wipfli architects your tailored CRM environment to best serve users and customers.
Experience Microsoft CRM tools with Wipfli by your side
Our team is committed to modernizing your approach to customer acquisition with a full-service CRM system. Here is what you can expect from Dynamics 365 products with the support of Wipfli specialists:
CENTRALIZATION
With Dynamics 365, organizations can bring together all data from sales and marketing — and teams can track and measure activities in one place, from emails to meetings to marketing campaigns. Wipfli works with clients to create a single operating environment that enables smart and efficient collaboration between business functions.
INTELLIGENCE
Dynamics 365 CRM transforms an organization’s understanding of customer behavior and its own performance over time. With AI and analytics embedded into the platform and workflows, Wipfli specialists help teams take full advantage of CRM insights and reporting to improve sales and marketing efforts with tailored strategies rooted in real-time information.
EXPERIENCE
The Microsoft CRM suite makes it easy to personalize customer interactions at scale and create high-value, digital experiences. Our team partners with clients to enhance customer engagement, speed up the lead-to-opportunity pipeline, improve service delivery and anticipate what customers will need next on their journey.
What our clients are saying
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:
- 12-time Microsoft Dynamics Inner Circle Award
- 750+ Microsoft Dynamics Customer Engagement/CRM projects
- Solutions Partner designations earned for Data & AI, Business Applications, Digital & App Innovation, Modern Work, Infrastructure and Specialization for Small & Midsized Business Management
Our team
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.
Ryan C. Rademann
Ryan Rademann is a partner in Wipfli’s construction and real estate practice. His areas of focus include customer relationship management workstream, user adoption and training, Microsoft Power BI, Salesforce, Microsoft Dynamics® 365, field service, and project service automation. Ryan pairs business acumen and technical knowledge with strong communication skills to implement solutions for the challenges his clients face.
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).
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.
Lauren Haapakoski
Lauren Haapakoski is a technology consultant within Wipfli’s customer relationship management (CRM) team and process improvement group. She works closely with clients to understand their needs and develop solutions to help them achieve their business and marketing goals. Lauren uses her marketing, technical, and business analysis skills to provide training and implement strategies to ensure measurable results and technical support allow for the success of integrated marketing applications.
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