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Claus Michael Sattler

Telephone: 0049 (174) 6031377
Email: cmsattler@cmsattler.de

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
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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

Telephone: 0049 (174) 6031377
Email: cmsattler@cmsattler.de


Diploma in Economics and Sinology
Renate Sattler
HKUST-Kellogg-EMBA (Hong Kong University of Science and Technology)

In order to facilitate the flow of reading, we generally restrict ourselves to male designations in the course of the text. We expressly emphasize that all people – regardless of gender, nationality, ethnic and social origin, religion/belief, limitations, age and sexual orientation – are equally welcome here.

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