Capture more business with a 360-degree view of your customer

Outdated sales and marketing practices can put an organization’s goals at risk — slowing down business development and standing in the way of a frictionless customer experience. As the industry leader in CRM software, Salesforce automates growth activities and serves as a one-click hub for rich customer intelligence that orients all your marketing and sales.

Salesforce makes it easy to tailor your CRM, with scalable features as you grow and need to adjust tactics across sales, marketing and commerce. As a Salesforce-certified partner, Wipfli goes beyond technical implementation to help ensure that clients have a high-impact solution that improves sales processes, deepens customer engagement and increases team efficiency.

Experience Salesforce with Wipfli by your side

Our team is committed to integrating industry-leading CRM technology with a strategy that advances your business objectives. Here is what you can expect from Salesforce with the support of Wipfli specialists:

With Einstein AI built into the CRM system, Salesforce is your companion for real-time recommendations, predictive analytics and business process automation. Wipfli helps deploy the features that will most empower employees to work efficiently and at scale. Our work includes CRM integration with Agentforce, a Salesforce platform that hands off specialized tasks and functions to custom AI agents.

“The team really made a lot of effort to understand our business. They took a lot of time with the end users and wanted to understand their needs so they could make Salesforce work for them.”

Peter Rieke

Chief Operating Officer and Chief Compliance Officer at Disciplined Growth Investors, Inc.

Salesforce products

Financial Services Cloud

Connected customer experiences are no longer a nice-to-have for financial institutions. They are the key to survival. Wipfli’s accelerated CRM implementation services, combined with Salesforce Financial Services Cloud, can deliver a 360-degree view of your customers to drive results faster. With deeper insights into customer preferences and habits, you can know your customer processes, increase wallet share and improve employee efficiency while attracting and retaining customers.

Manufacturing Cloud

Power your manufacturing company to deliver customer-centric operations, streamline processes, enhance customer experiences and drive growth with Wipfli and Salesforce Manufacturing Cloud. With our implementation services and Salesforce’s purpose-built manufacturing CRM, we help clients serve customers and distributors faster, unify opportunities with demand forecasts and bring AI insights into your daily operations.

Homebuilding Cloud

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.

Tribal Citizen Portal

The Salesforce Citizen Portal is a user-friendly platform designed to help tribal governments connect with citizens and streamline service delivery. It offers a comprehensive view of citizens’ needs, making it easier for agencies to provide personalized and efficient services. The portal includes a range of features, such as program management, licensing and permitting, grants management and social care. These tools help local authorities manage their interactions with citizens more effectively.

Public Sector Cloud

Enhance government services and boost operational efficiency with proactive agents and automation. Leverage Salesforce software to unify and streamline data on a compliance-enabled cloud. Accelerate innovation with a low-code application platform tailored for government needs.

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:

500+ Salesforce projects

280+ Salesforce certifications achieved

86% of clients convert to long-term managed services

Reach out to our team

Ready to get more from your customer data? Our advisors can help you achieve your goals for sales performance, customer experience and operational efficiency.