Wipfli LLP: Launches software solution for manufacturers

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Jennifer Hacker Olsen

952.548.3389

jolsen@wipfli.com

Wipfli Connect for Manufacturing helps manufacturers connect sales, service, warranties and maintenance information

MILWAUKEE — Wipfli LLP (Wipfli) recently launched Wipfli Connect for Manufacturing, a software solution powered by Microsoft, that lets product and equipment manufacturers optimize every aspect of the customer lifecycle—from sales, to production and delivery, to service after the sale. The solution will help manufacturers face many of today’s challenges including managing leads, tracking maintenance schedules and warranties.

“For many manufacturers, selling and servicing customers both directly and indirectly creates a complicated web of day-to-day management issues,” said Terry Kerscher, Wipfli partner and customer relationship management consulting practice leader. “Companies find themselves living in a kind of spreadsheet nightmare. Things get even messier when they attempt to manage the entire customer lifecycle. Wipfli Connect for Manufacturing simplifies complicated customer relationships by getting everyone on the same communication page. And it puts information in the hands of those who need it, when they need it.”

Wipfli Connect for Manufacturing is specifically designed for manufacturers. It uses Microsoft Dynamics® CRM as a platform while working seamlessly with Microsoft Outlook® to build on applications manufacturers are already familiar with and use daily. The result is a simple-to-use interface across a manufacturer’s entire enterprise that allows them to more effectively manage information on their customers, distribution channels, assets, warranties and service claims.

“The customized CRM solution connects information across people, processes, and ecosystems so manufacturers can maximize the value of their customer relationships,” said Kerscher. “With it companies can automate maintenance and repair schedules, give service workers real-time access to customer data, and provide sales channels with up-to-the-minute customer information. The results are greater efficiencies, improved service profitability, enhanced customer satisfaction, and salespeople who can cross-sell and upsell more successfully. It’s an empowering tool.”

Wipfli, a Microsoft Gold Customer Relationship Management Certified Partner, has been named to Microsoft Dynamics Inner Circle seven times and to Microsoft Dynamics Presidents’ Club 16 times. The firm specializes in providing Microsoft Dynamics solutions and other technologies to a number of industries including manufacturing and distribution.

To learn more about Wipfli Connect for Manufacturing and how manufacturers are leveraging CRM technology to optimize every aspect of the customer life cycle and increase profitability, contact Terry Kerscher (tkerscher@wipfli.com) or visit http://www.wipfli.com/wipfliconnectmanufacturing.

About Wipfli LLP

With more than 1,100 associates, 21 offices in the United States and two offices in India, Wipfli ranks among the top 25 accounting and business consulting firms in the nation. For over 83 years, Wipfli has provided private and publicly held companies with industry-focused assurance, accounting, tax and consulting services to help clients overcome their business challenges today and plan for tomorrow. The firm’s clients include manufacturing companies, construction companies, real estate companies, health care organizations, financial institutions, insurance companies, nonprofit organizations, units of government, dealerships and individuals. Through the firm’s membership in PKF North America, Wipfli can draw upon the resources of 264 firms in 120 countries around the world. For more information, visit http://www.wipfli.com.