Flexible, intelligent, connected CRM.
Microsoft Dynamics CRM brings integrated relationship management to medium and large businesses seeking to grow customer loyalty.
At its core, CRM involves three basic steps:
- Finding and developing customer relationships
- Keeping customers happy
- Growing these relationships to enhance business profitability.
With Microsoft Dynamics CRM, users create an intuitive, easy-to-use customer relationship management system that incorporates data from across the enterprise to create actionable insights.
Microsoft Dynamics CRM integrates with Microsoft Outlook in a streamlined interface. Strong personalization tools work to meet business goals and measure performance. In addition to the powerful workflow engine and automated processes, the software provides step-by-step guidance through any business process or interaction.
Users rapidly configure multiple real-time dashboards to actively monitor business performance and improve decision-making – with business users able to build their own dashboards without IT assistance. The end result is a powerful system customizable for each unique business. Real time dashboards and flexible goal management ensure progress without constant IT assistance. To do this, businesses have to know your customers. Knowledge is power, and Microsoft Dynamics CRM delivers.
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).
