I would like to use my experience from around 100 national and international CRM projects in the B2B environment over the last 20 years to manage your CRM or digitalization project successful together.

I see myself as an interface between departments (sales, marketing and service), IT and system partners. The goal is to develop your CRM system into a valuable tool to make internal processes more efficient and significantly improve the customer experience.

In this context, I am happy to offer you the following services

Business Analysis

– Identification, analysis and prioritization of the IST status

– Coordination, clarification, communication and evaluation of relevant processes and business/use cases in sales, marketing and service

– Analysis of data flows and conception for the integration of systems and into existing IT architecture

– Working in agile international teams

– Development of solution design for automation of processes and imaging in the systems

– Definition of KPIs and reporting for a successful introduction

– Development of decision-making bases for management and stakeholders

Product Owner / Project management

– Creation and definition of project roadmap, releases and sprints as well as schedulingResource and cost estimation

– Project management of internal teams and external service providers

– Preparation, coordination and moderation of rule appointments with all parties involved in the proceedings

– Monitoring project progress, planning and budget

– Support of the department in the design of test cases

– Support for testing and quality assurance

– Planning, coordination and implementation of employee training at home and abroad

– Develop and run the global key-user organization

– Build and coordinate internal CRM community

Technology KnowHow

– Microsoft Dynamics CRM / Customer Engagement ( starting with V3 )

– Microsoft Office / 365 ( Exchange, Sharepoint, Teams, Skype )

– Microsoft Azure ( Common Data Service, PowerApps, PowerAutomate, PowerBI )

– Integration SAP ERP ( SD, CS, MM, BW ), Microsoft ERP ( AX, FO, NAV, BC )

– Integration Marketing Tools ( SF.com, Mailchimp )