Grow Your Most Valuable Relationships
For your mission-driven organization, growing constituent relationships is crucial to your longevity. From building strong stakeholder relationships to managing membership and streamlining administration, a constituent relationship management (CRM) tool like Wipfli Connect for Nonprofits gives you the power to maximize your impact.
Using Wipfli Connect for Nonprofits, you can:
- Collaborate and view interactions across constituent relationships
- Engage your volunteer base
- Manage programs and services
- Plan and execute events
- Track social case interactions and history
- Effectively onboard new leaders
- Scale to support new locations and programs
- Generate awareness and manage fundraising
- Gather volunteer availability and schedule resources
Plus, our cloud-based CRM means you can shore up data security, protecting your constituents as well as your legacy.
With over 80 years of experience working with nonprofit organizations, Wipfli is committed to helping you further your mission. Spend less time on paperwork and more time making a difference. By leveraging our experienced specialists, you can meet your goals and help ensure the longevity of your organization. Contact us to learn more or get started.
Featured Thought Leader
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).
Ryan C. Rademann
Ryan Rademann is a senior manager 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.
Ryan Swiderski, CPA
Ryan Swiderski utilizes his 16 years of consulting experience to bring CRM systems and process expertise to Wipfli’s clients. As a principal and delivery lead in Wipfli's Customer Engagement practice, he focuses on sales, service, marketing, collaboration, and related technology, with an additional concentration in collaborative and business intelligence solutions.