Build a next-gen CRM
For today’s homebuilder, pre-packaged customer relationship management (CRM) solutions fall short on key features, from land acquisition management to design center integration. But enterprise solutions built from the ground up can be costly and resource-heavy to maintain over time.
Drawing on our 75-year legacy as a trusted advisor to the construction industry, we developed Wipfli Move — a tailored CRM experience for homebuilders, built on the Salesforce platform. With Wipfli Move, we make your CRM more than a technical implementation. We help ensure that homebuyers have exactly what they need to cultivate sales, engage buyers and fast-track operations from first contact to final contract.
Today’s homebuilders need a customer relationship management (CRM) solution that identifies and cultivates leads, connects to homebuyers and prospects, streamlines operations, combines data and closes sales.
Yet out-of-the-box solutions fall short, and enterprise solutions are too costly and complicated.
Enter Wipfli Move, our custom CRM solution for homebuilders. Built on the Salesforce platform, Wipfli Move helps homebuilders do unique things and includes features such as:
- Traffic management
- Digital registration cards
- Sales scenario builder
- Design center integration
- Purchase agreements and e-signature
- Community analytics
- Deposit tracker
- Email marketing
- Land acquisition
Why Wipfli
Wipfli’s dedicated team for homebuilders goes beyond basic installation to analyze your existing infrastructure to uncover new operational efficiencies, increase user adoption and provide ongoing support.
Our team provides:
- Salesforce consulting and implementation services
- Salesforce data and integration services
- Salesforce business process automation
- Salesforce support
Wipfli has been a trusted resource to the construction industry for over 75 years. We offer services in tax and audit, risk advisory, digital transformation, outsourcing, organizational performance, M&A and leadership.
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.
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.
Harness the power of a modern CRM. Contact us to get started.
