Delight customers and automate core workflows — no code required
Many organizations don’t have the technical resources to tailor or maintain a CRM environment with need-to-have configurations. Creatio makes it easy for teams without coding expertise to design an intuitive and customized CRM with a suite of powerful tools.
Creatio’s low-code/no-code CRM platform combines end-to-end sales, marketing and customer service management with comprehensive business process management (BPM). From strategy to launch, Wipfli’s Creatio consultants handle data integration, user adoption and change management so you can efficiently meet your goals for personalized, high-value interactions.
Experience Creatio with Wipfli by your side
With proven experience in CRM integrations, Wipfli’s team helps ensure a seamless transition into your existing technology stack and provides a roadmap to achieve measurable impact. Here is what you can expect from Creatio’s CRM AI-native platform with the support of Wipfli specialists:
AUTOMATION
Creatio’s tight integration of CRM and BPM creates a hub for automation across departments, making it ideal for process-driven teams. With hundreds of integration options — including email, social, messaging and more — Wipfli helps clients streamline complex, fragmented business processes and cross-functional workflows, all through a flexible and automated CRM.
CUSTOMIZATION
With Creatio, organizations can design and advance applications using natural language and graphical components, allowing non-technical users to oversee configurability and deployment. Wipfli’s specialists accelerate CRM modules and empower relevant stakeholders to use the visual, drag-and-drop interface for building new workflows and custom applications over time.
EXPERIENCE
Creatio is a modern CRM designed for businesses to innovate fast and drive revenue growth, boost productivity and enhance customer experiences without being bottlenecked by technology or lack of technical resources. Wipfli has helped thousands of clients across industries — financial services, construction and more — overcome challenges with CRM, achieve efficiency gains and architect their ideal customer experience.
Innovation and recognition
Wipfli’s digital specialists go beyond implementing commercial software. We are committed to fostering active relationships within our technology ecosystem, investing in joint innovation and continually earning certifications that help expand what’s possible for clients.
Wipfli is proud to have a track record of CRM experience that includes the following:
- 1,250+ CRM projects
- 280+ CRM certifications achieved
Our team
Kyle Aulerich
Kyle Aulerich is a principal with more than 18 years of experience in providing trusted business consulting services. He is attuned to the needs of various industries, from construction and real estate to wealth management and healthcare. In addition, Kyle advises his clients on technology modernization strategies. Clients appreciate his tailored approach to help them overcome challenges and meet their goals.
Carlos Vega
Carlos Vega is a diversified digital strategy and transformation expert who has worked in multiple senior roles in strategic planning, finance and IT. He has held various senior digital transformation roles for some of the largest automotive and automotive finance organizations in the world, along with large financial institutions, banking software companies and fintech startups. He is passionate about breaking down customer frustration points by building engaging experiences using data, research and emerging technologies. Carlos believes the status quos in many industries needs to be challenged and reinvented in order to evolve and survive due to the current digital evolution.
Robin Early, MLO
Robin Early is a manager with over 18 years of experience in financial services. She is attuned to the needs of the industry having worked within financial institutions herself in various roles before moving the consulting side. Robin’s experience gives her the ability to share personal experience and valuable lessons learned. Clients appreciate her insight and passion for ensuring user adoption during the digital transformation process.
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
A playbook for CRM modernization
Learn how to avoid pitfalls and maximize system outcomes to make CRM more accessible, customized and productive than ever before.
