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