Alfred Marx - CRM Consultant

Nuremberg, Germany

Experience

Jan 2023 - Present

3 years 1 month

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)

Jan 2020 - Dec 2022

3 years

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)

Jan 2018 - Dec 2019

2 years

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

Jan 2016 - Dec 2017

2 years

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