Salesforce Advisory & Services
500+ Projects, 5/5 Customer Satisfaction, & 280 Certs
Empower your employees to deliver connected experiences
Your customers and subcontractors 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, connect systems and data, improve engagement and empower your employees.
Why Wipfli?
As a Salesforce-preferred partner in the Construction industry, 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.
Wipfli helps you establish a clear understanding of the goals, requirements and scope of the project. This includes identifying your business objectives and user needs, defining the technical requirements and architecture and outlining the project timeline and budget by phases.
By doing so, we help align the project team and stakeholders on the goals and expectations of the project. A road map will define milestones, deliverables and timelines for each phase to help ensure the project stays on track and meets its objectives.
Contact US Today!
“The Wipfli team is always presenting new ideas to give us better tools. We’ve collaborated with them for many years now, and they are there for us whenever we need them, whether it’s supporting new technology implementations or brainstorming ways to simplify our business and improve processes. Our relationship is one built on trust and transparency.”
Steve Heiser - Director of Finance
Success Stories
Michels, a global leader in energy and infrastructure construction, partnered with Wipfli to transition from legacy, home-grown solutions to Salesforce, addressing their pre-construction and subcontractor management challenges. See Story.
Taylor Morrison, one of the nation’s largest home builders, relied on four outdated, incompatible systems to do their jobs. This opened an opportunity to create a customizable customer journey that would offer the team an all-in-one solution with real-time insights to grow business. See Story.
Scott Construction Inc. needed more visibility and better support for its asphalt and road crews, who were spread across 700 municipalities in Wisconsin and surrounding states. See Story.
Opportunity for GROWTH
Rely on our 93+ years of industry experience to enhance your credibility and drive deals to completion.