Phillip T. - CRM Manager

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Munich, Germany

Experience

Jan 2024 - Dec 2024

1 year

CRM Manager

Entrepreneurs Club e.K.

HR consultancy: adjustments to the existing Salesforce Sales Cloud (part-time).
Switch from the old Group Edition to the current Enterprise Edition.
Customizing and expanding the functions of the current instance due to extended requirements.
Data harmonization of a large number of existing customer records, importing newer and new data via Data Loader.

Jan 2024 - May 2024

5 months

CRM Manager

Q-Railing Europe GmbH & Co. KG

Trade in the construction industry: global implementation of Salesforce Sales Cloud (full-time).
Consulting on applications, solutions, and processes.
Full setup of Sales Cloud including all related analyses, work on various requirements, tailored to the sales structure and department requirements.
Integration of Microsoft FS CM ERP with Salesforce from the CRM side.

Apr 2023 - Jul 2023

4 months

Seevetal, Germany

Consultant, Administrator

svt Unternehmensgruppe

Fire protection business consulting and support in the corporate group (part-time).
Analysis of the existing instance for optimization needs.
Handling tasks/requirements from internal clients.
Creating higher user adoption within the corporate group.
Consulting on various topics within Salesforce.
Support in implementing two interfaces/APIs.

Nov 2022 - Dec 2023

1 year 2 months

Product Owner, Consultant

E.ON Energie Deutschland GmbH

Energy supply business consulting and support in various areas (full-time).
Created a Power BI dashboard for incidents and bugs from Salesforce.
Consulting on applications, solutions, and processes.
Interim Product Owner, MuleSoft middleware in the MuleSoft Central Team Tribe.
Point of contact for KPMG audit on compliance.
Various administrative team lead/project management tasks within the squad, including HR selection.

Jun 2022 - Aug 2022

3 months

Consultant, Administrator

Merz Pharma / Merz Aesthetics GmbH

Pharmaceuticals: organizing the Salesforce application and customization (part-time).
Consulting on the implemented Salesforce application.
Organizing dozens of objects and fields after the original consulting firm could no longer manage them.
Creating various reports and dashboards.

Sep 2021 - Jan 2022

5 months

Consultant, Administrator, Developer

Deutsche Bahn AG, DB Systel

Services: implementation of Service Cloud in two sub-areas (full-time).
Comprehensive consulting for the introduction in the sub-areas.
Created an application per client requirements with a role concept, multiple profiles, access restrictions, layouts, and record types.
Building and customizing an Experience Site.
Communication and coordination with project managers and stakeholders.
Assisted in adjusting a Service Cloud solution in another DB AG division.
Deployment, go-live, fields and objects, permissions, testing; Community Cloud.

Nov 2020 - May 2021

7 months

Fürstenfeldbruck, Germany

Project Manager

Carpathian Transport Line GmbH

Freight forwarding: introduction of Salesforce as a CRM tool (full-time).
Comprehensive consulting for Sales Cloud introduction.
Upload and harmonization of existing customer data into Sales Cloud via Data Loader.
Preparation, scaling, customization, and go-live: users, security (health check), permissions, CI, reports & dashboards, profiles, data migration, creation/customization of fields and objects, mobile administration, installing an AppExchange app, activity management, creating a lead-to-cash process, setting up web-to-lead & web-to-case, Salesforce for Outlook, workflows and processes.

Sep 2019 - Jan 2020

5 months

Munich, Germany

Consultant

BMW AG / BMW Group

Automotive: worldwide roll-out of Salesforce as a CRM tool.
Participated in sales workshops alongside regular duties at BMW.
Provided expertise on what is allowed, possible, and required, as well as specific requirements of the German market.

Jan 2012 - Dec 2020

9 years

Munich, Germany