CRM solutions

Organizations need better visibility into customer relationships to stay competitive. See how a CRM solution can enhance engagement, efficiency and decision-making.

Engage your customers with precision while empowering your sales team

Every interaction with a customer is an opportunity — to serve a need, spark interest and nurture a relationship. And behind every interaction, outreach or client meeting is valuable data to track performance and make effective decisions as a business.

Customer relationship management (CRM) solutions can help you deliver personalized experiences, close deals faster and automate processes between sales, marketing and customer service.

Find the right CRM platform for your needs

Creatio

HubSpot consulting services

Microsoft Dynamics 365

Salesforce

Wipfli Move

Benefit from collaboration and customer insights

A CRM gives you the analytics to understand customer behavior and create personalized sales and support strategies.

Getting started

We start with your vision — not the technology. Wipfli helps clarify business objectives and user needs, then we work with you to select the right CRM solution.

Putting a plan into action

The CRM implementation is built to meet your needs. Wipfli is by your side, from data migration and security to configuration and user training.

Managing through change

Long-term success means ongoing maintenance and enhancements. Wipfli helps ensure your CRM solution is continually up to date and delivering enterprise value.

What our clients are saying

Harold Rice Jr., Chief Executive Officer at CEDA

“Wipfli was providing the critical data and asking the right questions that we didn’t know we needed to ask to build out this CRM and stand it up to be effective.”

Troy Thompson, IT Director and CRM Project Manager at Faith Technologies

“The insights we’ve gained into our business and the process improvements we’ve secured from the implementation process alone have been worth the investment. ROI has been realized. We plan to expand the program’s scope and add additional teams to further maximize our value.”

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Michele Bedard, Vice President of Marketing at Sub-Zero

“Our CRM implementation was an important project for our company. It has impacted our customer service and marketing efforts very positively.”

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Industry-tailored CRM enhancements

There are functions of a CRM that are universally valuable, no matter the user. But to get the most out of a CRM solution, there should be configurations and connections that account for the way work gets done within specific industry environments. Wipfli offers CRM enhancements that are packaged and tailored for specific industries and their core needs for customer engagement, pipeline management and data analytics.

Banking

Grow noninterest income, maximize customer relationships and grow market share through a more effective sales culture and customer experience.

Manufacturing

Unify customer and operational data to optimize all aspects of the manufacturing customer life cycle and increase profitability.

Contractors

Move from historical data to real-time project insights, more accurate forecasting and financial data connected across your business.

Nonprofit

Strengthen constituent relationships and scale your impact with streamlined administration, enhanced engagement and easier fundraising management.

Real estate

Centralize property, tenant and project information to improve collaboration, streamline communication, reduce risk and increase profitability.

Reach out to our team

Whether you’re evaluating a new CRM platform or enhancing an existing one, our specialists can help.

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