Skip To Main Menu


Funnel animated gif
Wipfli is a Salesforce-certified partner
Funnel animated gif
July 10, 2023
Leverage Wipfli and Salesforce to build a next-gen CRM

Your customers expect connected, personalized experiences. In fact, 84% of customers say the experience a company provides is just as important as its products and services.

That’s why Salesforce offers solutions specifically designed to personalize customer experiences, improve engagement, connect systems and data, and empower your employees.

As a Salesforce-certified partner, the team at Wipfli goes beyond implementation and product selection to help ensure you get the maximum return on your investment.

Our team provides:

  • Salesforce consulting and implementation services
  • Salesforce data and integration services
  • Salesforce business process automation
  • Salesforce support

Work with Wipfli to combine the best in technology with smart business strategy, as well as to add to your sales pipeline, deepen customer engagement and increase efficiencies.


  • 695.8

    Salesforce projects

  • 101.5

    Salesforce certifications

  • 74.9

    of our clients convert to long-term managed services

  • 4.1

    out of 5 star rating from Salesforce clients

Wipfli + Salesforce

Salesforce’s CRM solutions enable businesses to manage customer data, sales operations and marketing campaigns.

When our team implements Salesforce, we partner with you to better visualize and use your data to improve customer relationships by providing a centralized platform for managing customer accounts, sales leads, activities and customer support cases.

Marketing Cloud
Salesforce Marketing Cloud is designed to deliver personalized customer journeys. It gives you the power of predictive recommendations to identify the customers most likely to engage with you, and it lets you connect every interaction to create effective cross-channel campaigns.

Customer 360
Unite your marketing, sales, commerce, service and IT departments with this fully integrated CRM platform.

Genie Customer Data Cloud
Harness the power of real-time data from any source to build a single view of your customers and take action across Customer 360 based on in-the-moment customer behavior with Genie.

Sales Cloud
Consolidate your tech stack and drive productivity with the single platform where AI and automation come standard.

Bridge the gap between Salesforce and your legacy system with MuleSoft, which connects applications, data and devices through a series of APIs.


“The reason this solution will succeed is because Wipfli took the time to understand our business and then aligned a solution with our business. They learned our business so well that at one point we felt they knew us better than we even knew ourselves.”
CEO of manufacturing firm

Industry-specific solutions

Wipfli specializes in solutions customized to meet unique needs of specific industries.

Wipfli’s custom CRM solution for homebuilders is built on the Salesforce platform, with unique features such as digital registration cards, a sales scenario builder and design center integration.

Salesforce Financial Services Cloud
Wipfli’s accelerated CRM implementation services, combined with Salesforce Financial Services Cloud, can deliver a 360-degree view of customers to financial services companies to help leverage insights into their finances to better personalize their experience.

Salesforce Manufacturing Cloud
With our implementation services and Salesforce’s purpose-built manufacturing CRM, we help clients implement modern buying processes to better serve customers and distributors faster, unify opportunities with demand forecasts and bring AI insights to their daily operations.


Ready to get started?

See how we can help you accelerate your sales and engagement when we implement Salesforce.