Interim CIO: Dr. Claus Michael Sattler
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About me
Project Reports
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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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