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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
Germany

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

China-Consulting-Partner

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

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