Project report: Introduction of a cloud-based CRM system for a medium-sized mechanical engineering company in Germany
The task
- Planning of a commercial software
- Definition of internal and external business processes
- Definition of a mobile solution for the service technicians
- Tender for a commercial software
- Evaluation of the tender documents answered
- Making a purchase decision
- Commissioning
- Project management for rollout and customer-specific adjustments
- Introduction of a cloud-based customer relationship management system (CRM) based on Microsoft Dynamics 365 CRM
- Training of employees
The challenge
- Company formation of the customer
- Missing definition of the internal and external business processes to be implemented
- Missing IT infrastructure
- Short-term productivity after purchase decision
- Supplier, prospect and customer management
- Management of the potentially explosive systems placed on the market
- Integration into the enterprise resource planning system (ERP) introduced at the same time based on Microsoft Dynamics 365 Business Central
- Integration into ELO Digital Office
The solution
- Cloud-based Customer Relationship Management (CRM) system based on Microsoft Dynamics 365 CRM
The result
- Productivity after two weeks of implementation
- Complete acquisition and sales documentation for the assets
- Detailed documentation of the projects and systems
- Campaign management
My position as an Interim Manager
- Mentor in technical and content-related questions for the management
- Project Manager
- Strategist
- Converter
Service life
- two years / part-time
About the Company
- Mechanical engineering company / machine builder
- Reestablishment within a group of independent companies of the dominant majority shareholder
- Importer, builder and distributor of potentially explosive systems
The key success factors I brought in
- Knowledge of the CRM market and the ERP market
- Knowledge of tendering procedures
- Knowledge of company-related product selection
- Agile project management with Scrum and Kanban
- Process knowledge
Listed by the following agencies for the placement of interim managers and experts:
Contact Details
Formal / Legal
Claus Michael Sattler
(Master Craftsman / Business Economist)
P.O.-Box 1142
28833 Weyhe
Germany
Telephone: 0049 (174) 6031377
Email: cmsattler@cmsattler.de
This website is not a commercial site, but my personal business card.
China-Consulting-Partner
Diploma in Economics and Sinology
Renate Sattler
HKUST-Kellogg-EMBA (Hong Kong University of Science and Technology)
Contact Details
Telefon: 0049 (151) 28841087
E-Mail: rs@china-consulting-partner.com
Internet: https://www.china-consulting-partner.com
Contact Details
Telephone: 0049 (151) 28841087
email: rs@china-consulting-partner.com
internet: https://www.china-consulting-partner.com
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