Wipfli: Salesforce Consulting - Wipfli LLP - AppExchange
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Wipfli: Salesforce Consulting

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 58
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 54
  • Year this company was founded Founded 1930
Our strategy. Your return on investment.

To Wipfli, Salesforce consulting is more than smart strategy; it's real ROI. Focused on financial services, construction, manufacturers, distributors, nonprofits and government, tech, and tribal, our architects guide implementations with lasting impact.


  • Choosing your Salesforce products: Salesforce offers a range of solutions, each with a unique set of features and applicability. We’ll recommend which functions are critical for your goals.
  • Features and workflows: Create a roadmap to plan how you will use the wide breadth of features and how your workflows will function within the system. Smart planning saves your organization time and resources.
  • Custom development: Wipfli can configure and extend Salesforce capabilities. We build custom solutions on the Salesforce platform, developing exclusive functionality that matches your business needs and your audience’s expectations.


Wipfli Digital in partnership with Salesforce turns technology into business opportunities. We have unique ability to turn our digital consulting expertise into Salesforce success. Our expertise includes helping clients create customer experiences that create connections, making accessible business intelligence that boosts market share, implementing IT that simplifies, designing digital strategies that drive results, and ensuring security protects client investments. While others are busy talking about their vision for the future—we’re getting it done.####Read about our milestones and our Wipfli 2025 strategic plan in our interactive annual report: https://annualreport.wipfli.com/

Geographic Focus



About Wipfli LLP With over 3,100 associates, 48 offices in the United States and two offices in India, Wipfli ranks among the top 20 accounting and business consulting firms in the nation. Wipfli is also a member of Allinial Global, an accounting firm association of legally independent accounting and consulting firms with offices in North America and throughout the world through international members and partnerships. We enjoy a solid reputation as industry experts and as a trusted business advisor to more than 60,000 clients including: manufacturing companies, construction companies, contractors and developers, real estate companies, health care organizations, financial institutions, insurance companies, nonprofit organizations, units of government, dealerships, and individuals. The firm serves businesses of various sizes, from large public and private companies, to closely held family-owned businesses. Whether we’re helping clients streamline processes, improve performance, leverage the right technology, or increase financial success, we offer innovative, effective, and personalized services to help clients overcome their business challenges today and plan for tomorrow.

Milwaukee, WI

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