Project report: Introduction of a cloud-based CRM system for a medium-sized mechanical engineering company in Germany

The task

  • Planning of commercial software
  • Definition of internal and external business processes
  • Definition of a mobile solution for service technicians
  • Tender for commercial software
  • Evaluation of the tender documents answered
  • Bringing about a purchase decision
  • Commissioning
  • Project management for rollout and customer-specific adaptations
  • Introduction of a cloud-based customer relationship management system (CRM) based on Microsoft Dynamics 365 CRM
  • Training of employees

The challenge

  • Start-up of the customer
  • Lack of definition of the internal and external business processes to be implemented
  • Lack of IT infrastructure
  • Short-term productivity after purchase decision
  • Supplier, prospect and customer management
  • Management of potentially explosive equipment placed on the market
  • Integration into the enterprise resource planning system (ERP) introduced in parallel based on Microsoft Dynamics 365 Business Central
  • Integration in ELO Digital Office

The solution

  • Cloud-based customer relationship management system (CRM) based on Microsoft Dynamics 365 CRM

The result

  • Productivity after two weeks of implementation
  • Complete acquisition and sales documentation for the systems
  • Detailed documentation of projects and systems
  • Campaign management

My position as interim manager

  • Mentor for the management on technical and content-related issues
  • Project owner / project manager
  • Strategist
  • Converter

Duration of use

  • two years / part-time

About the company

  • Mechanical engineering company / machine builder
  • Start-up within a group of independent companies of the dominant majority shareholder 
  • Importer, builder and distributor of potentially explosive systems

The key success factors I have introduced

  • 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
Dr. Claus Michael Sattler

P.O. Box 1142
28833 Weyhe
Germany

Phone: 0049 174 6031377

E-Mail: cms@sattlerinterim.com

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