Wipfli logo

Microsoft Dynamics 365 Sales

Empower your transition to digital selling

Sales has evolved. Your customers are looking for digital experiences focused on serving their needs no matter where they are. Microsoft Dynamics 365 Sales delivers a digital platform to help you adapt and build long-term, profitable relationships.

With Dynamics 365 Sales, you can:

  • Give your sales team the digital tools they need to engage the right prospects and navigate the lead-to-opportunity pipeline.
  • Create a single source of data that enables better collaboration between business functions, departments and team members.
  • Increase cross-selling through this collaboration and by better understanding what your existing customers will need next.
  • Improve your customer experience and engagement.
  • Enhance and automate your business process flows and handoffs.
  • Better manage your team’s capacity so no one is over- or underutilized.
  • Streamline and improve forecasting and make informed decisions with real-time insights.

Why Wipfli?

We’re invested in the health of your organization and your ability to continue growing. That means we set up Dynamics 365 Sales as a long-term solution that can scale with your growth. From planning strategically around how your organization can use the solution effectively, through implementation, to change management and adoption, we carry the project from start to finish.

Plus, our deep experience in a wide range of industries means we can hit the ground running. We know how Dynamics 365 Sales can help you achieve your goals. Even beyond the initial implementation, we’re here to help you continue optimizing the solution to adapt to your changing needs, so it remains a long-term solution for your organization.

Success story

Discover how Sub-Zero needed a CRM to improve customer insight, make informed decisions and further its reputation for innovation and industry leadership

Read case study
Our perspective drives growth

For more than 90 years, Wipfli has used our unique perspective to deliver practical yet transformational solutions to our clients. Our integrated approach helps mitigate risk, optimize performance and accelerate growth.