Alfred Marx
CRM Consultant
Experience
CRM Consultant
Various clients
- Industry: Various clients in mechanical engineering, robotics and food and beverages
- Environment: International (North America, South America, Europe, Asia)
- Focus: Sales optimization based on potential analysis using various data sources and Salesforce integration, automated lead generation using AI, web crawling and various tools, reactivation of old customer relationships
- Analysis of the current situation and existing data sources
- Requirements management
- Design and implementation of AI approach for automatic lead generation
- Design and implementation of a crawling platform
- Integration of identified potentials into the Salesforce environment
- Data reconciliation with Salesforce
- Design and implementation of a sales cockpit including a share-of-wallet matrix and a customer heatmap using Google Maps
- Presentation to the management board
- Project planning and controlling
- Tools/products: various legacy systems, SAP, Salesforce, Frappe Framework (base for ERPNext)
CRM Consultant
Various clients
- Industry: machinery manufacturers
- Environment: International (North America, South America, Europe, Asia)
- Focus: sales optimization based on potential analysis using various data sources and Salesforce integration
- Analysis of the current situation and existing data sources
- Requirements management
- Consolidation of various CRM data sources
- Design and implementation of an algorithm for automated potential analysis, share-of-wallet
- Extrapolation algorithm for calculating lead potentials
- Automated share-of-wallet generation from revenue data of various systems for sales optimization
- Integration of identified potentials into the Salesforce environment
- Data reconciliation with Salesforce
- Automatic creation of leads in Salesforce campaigns
- Presentation to the management board
- Project planning and controlling
- Tools/products: various legacy systems, SAP, Salesforce, Frappe Framework (base for ERPNext)
CRM Consultant
Various clients
- Industry: mining equipment manufacturers
- Environment: International (North America, South America, Europe, Asia)
- Focus: creating a potential-based customer evaluation for sales optimization
- Analysis of the current situation and existing data sources
- Requirements management
- Consolidation of various CRM data sources
- Design and implementation of an algorithm for automated potential analysis, share-of-wallet
- Design and implementation of a solution for analyzing competitor potential
- Presentation to the management board
- Project planning and controlling
- Tools/products: various legacy and CRM systems, SAP, Frappe Framework (base for ERPNext), ERPNext CRM
CRM Consultant
Various clients
- Industry: software vendors
- Environment: International (North America, Europe, Asia)
- Focus: requirements management and project management for the implementation of Microsoft CRM
- Gathering requirements
- Creating a requirements and evaluation matrix with the relevant departments
- Presentation to the board of directors
- Performance comparison with the vendor
- Drafting contracts and leading final negotiations
- Project planning and budgeting
- Project management and controlling
- Presentation of project status to the board of directors
- Tools/products: Microsoft CRM
Industries Experience
See where this freelancer has spent most of their professional time. Longer bars indicate deeper hands-on experience, while shorter ones reflect targeted or project-based work.
Experienced in Manufacturing (8 years), Food and Beverage (3 years), Metals and Mining (2 years), and Information Technology (2 years).
Business Areas Experience
The graph below provides a cumulative view of the freelancer's experience across multiple business areas, calculated from completed and active engagements. It highlights the areas where the freelancer has most frequently contributed to planning, execution, and delivery of business outcomes.
Experienced in Project Management (10 years), Sales (8 years), Business Intelligence (5 years), Marketing (3 years), and Information Technology (2 years).
Languages
Education
Telecommunications engineering
Siemens
IT specialist
Certifications & licenses
Scrum Master
Ken Schwaber
Profile
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