CRM, Workflow, Collaboration, Analytics

Is your CRM solution really helping you grow the business, or is it an expensive electronic Rolodex? We focus our energy on solutions that align with your business objectives, people, and technology to create the business intelligence you need to dominate the marketplace. Together, our professionals have over 87 years of experience helping organizations just like yours. This experience and expertise, combined with our ability to leverage our partnerships with industry-leading CRM, Collaboration, and Business Intelligence software solutions, gives you the immediate results you desire and positions your company for future growth.

We help drive out waste and inefficiencies in the process and effectively utilize technology to ensure that your sales, marketing, and service organization is targeted on the greatest opportunities for growth. Our engineers will work with you to install this in the cloud or on-premise. Whether you are looking to implement a CRM solution for the first time or take your existing initiative to the next level, Wipfli has the experience and the passion to help you realize your potential.

Learn more about Microsoft Dynamics CRM.

 
Featured Expertise


Terry Kerscher

Terry Kerscher is a partner within the Customer Relationship Management and Growth Practice and has over 20 years of experience in information technology and solutions consulting. Terry adeptly assists clients with identifying their business objectives and provides the information technology solutions that meet their needs. 

InsightsEventsNews
Improve your financial reporting and analytics with Microsoft Power BI
CRM, Workflow, Collaboration, Analytics - 08/23/16

Microsoft Dynamics® CRM 2016 & CRM 2016 Spring Release
CRM, Workflow, Collaboration, Analytics - 07/14/16

Roadmap to Technology Success: Don't Forget the Change Management - Recorded Webinar
CRM, Workflow, Collaboration, Analytics - 07/10/14


Featured Success Story


Faith Technologies, Inc.


Wipfli Connect for Contractors turned data into actionable information, improving communications and processes, giving an electrical contractor’s sales groups the ability to accomplish things it was never before able to do.


Blog: Wipfli's Microsoft Dynamics CRM team blog

Check out Wipfli's Microsoft Dynamics CRM team blog for insights on Microsoft Dynamics CRM – product news, announcements, best practices, ideas, how-tos, etc. and how they might align with your strategic business objectives, meet a short term tactical need, or just get you thinking. 

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Featured Blog Post:
Dynamics 365 and Relationship Assistant

With the release of Dynamics 365, Microsoft is introducing Relationship Assistant.  This new functionality helps you focus on what’s important.  With new interactive cards notifying you of important events, interactions, to-dos for the day, and upcoming events, this new tool will drive productivity and increase your workforce efficiency.

Read More   |   All Blogs