Frank Lauterhahn - CRM Project Leader for CRM Selection

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Cologne, Germany

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Experience

Aug 2025 - Nov 2025

4 months

CRM Project Manager

Vendor Consult GmbH

selection of a CTI solution with options to expand it with chatbot functions and integrate it into existing journeys and lead management processes
definition of the use cases
creation of the roadmap
creation of the requirements specification
preparation of the vendor longlist
running the tender process
review of the offers
leading the decision-making process
review of the contracts
issuing a purchase recommendation

Aug 2025 - Oct 2025

3 months

CRM Project Manager

Uzin Utz SE

creation of a feasibility study in several phases for the future replacement of the existing Aurea CRM with a new CRM system
analysis of the strategic direction and target CRM picture
review of the status quo of the currently used CRM system (Aurea)
assessment of the vendor strategy of Aurea CRM and market comparison of Aurea CRM's maturity against alternatives
presentation of migration scenarios to a new CRM system

May 2025 - Jul 2025

3 months

CRM Project Manager

Krongaard GmbH

creation of a roadmap for expanding the existing ATS software into a future-ready CRM platform
analysis of the pain points of the current ATS system
identification of the requirements for an expandable ATS and CRM platform to map consulting and recruiting processes end to end
creating transparency about the performance and expandability of the current software
preparation of a requirements catalog
preparation of a solution design for further development
issuing a recommendation on the next steps

Dec 2024 - May 2025

6 months

CRM Consultant

Stiftung Wissenschaft und Politik

consulting during requirements gathering and contract award negotiations
review of the existing requirements catalog
conducting workshops to clarify and define needs
assessment of the market overview of CRM systems based on SWP requirements
recommendation of an implementation strategy tailored to SWP
support in talks with the selected vendors

Oct 2024 - Jun 2025

9 months

Subproject Manager CRM

Hays AG

analysis of the initial situation and objectives for the introduction of new CRM software
preparation of a requirements catalog
capture and documentation of business requirements and technical specifications in cooperation with the specialist departments
coordination and communication with internal and external stakeholders
conducting market analyses and evaluating potential CRM systems based on the defined requirements
identification and implementation of process improvements to optimize CRM system selection and integration
support for the project manager in planning, monitoring and controlling the subproject, including time and resource management

May 2024 - Dec 2026

2 years 8 months

Project Manager

Bundesvereinigung Lebenshilfe

Managed the project on the client side for the implementation of a CRM/donation/accounting system
Advised during the negotiation of contracts and terms for software and implementation services
Set up the project team and the overall project setup
Developed and used planning and control tools
Coordinated and worked with external implementation and software partners
Carried out project progress monitoring
Managed stakeholders
Ensured the availability of resources on the client side
Project budget controlling and reporting
Provided expert advice to the Product Owners
Held regular meetings with the Steering Committee
Responsible for approvals and sign-offs
Took part in workshops and meetings in the agile implementation project
Responsible for staying within the budget requirements

May 2024 - Apr 2025

1 year

Project Manager, Business Analyst

Diehl Defence

Created the CRM requirements catalog and led the selection process for a new CRM software
Held workshops and interviews with stakeholders from several departments
Reviewed requirements documents that had already been created
Created the specification sheet
Preselected CRM vendors and implementation partners
Ran the tender process for CRM software
Created a detailed vendor comparison (commercial and technical)
Reviewed contracts and advised during vendor negotiations
Created a selection recommendation

Mar 2024 - Dec 2024

10 months

Project Manager

Klingspor AG

Managed the project on the client side for the rollout of Salesforce CRM software
Set up the project team and the overall project setup
Developed and used planning and control tools
Coordinated and worked with external implementation and software partners
Carried out project progress monitoring
Managed stakeholders
Ensured the availability of resources on the client side
Project budget controlling and reporting
Provided expert advice to the Product Owners in sales, marketing, and IT
Held regular meetings with the Steering Committee
Responsible for approvals and sign-offs
Took part in workshops and meetings in the agile implementation project
Responsible for staying within the budget requirements

Mar 2024 - Sep 2024

7 months

Project Manager

Page Contracting

Managed the project on the client side for the rollout of MySolution CRM software based on Salesforce
Set up the project team and the overall project setup
Developed and used planning and control tools
Coordinated and worked with external implementation and software partners
Carried out project progress monitoring
Managed stakeholders
Ensured the availability of resources on the client side
Project budget controlling and reporting
Provided expert advice to the Product Owners in sales, marketing, and IT
Held regular meetings with the Steering Committee
Responsible for approvals and sign-offs
Took part in workshops and meetings in the agile implementation project
Responsible for staying within the budget requirements

Jun 2023 - Feb 2024

9 months

Project Manager, Business Analyst

Klingspor AG

Created the CRM requirements catalog and led the selection process for a CRM software
Held workshops, interviews, and a questionnaire campaign with stakeholders from all business areas
Created the specification sheet
Preselected CRM vendors and implementation partners
Ran the tender process for CRM software
Created a detailed vendor comparison (commercial and technical)
Reviewed contracts and advised during vendor negotiations
Created a selection recommendation

May 2023 - May 2025

2 years 1 month

Project Manager Coach

Vallox GmbH

Migration of the existing CRM software from provider Adito to the new web version
Selective support in redesigning processes and defining requirements
Support during system migration

Dec 2022 - Feb 2024

1 year 3 months

Project Manager

ECE Group GmbH & Co. KG

Selection of a standard tool for project and portfolio management in real estate management
Consulting on defining the CRM strategy
Creation of an as-is analysis of the IT system landscape in the "Architecture Construction" department
Creation of a requirements specification based on the as-is analysis as the basis for the tender
Creation of tender documents for the project and portfolio management tool
Coordination, structuring, and review of the complete tender documents, including integration of all required information
Responsibility for sending out the tender documents
Identification of potential suppliers and savings opportunities based on the specifications
Creation of the bid evaluation
Organization of negotiation rounds involving all departments and negotiators
Creation of a price comparison and evaluation matrix
Preparation of recommendations as a basis for decision-making

Aug 2022 - Dec 2026

4 years 5 months

CRM Consultant/Coach

DIHK DEinternational

Preparation of the prototype and rollout of Microsoft Dynamics CRM for the German Chambers of Commerce Abroad (AHK)
Management and coordination between DIHK, the implementation partner, and the chambers of commerce abroad during the prototyping phase
Approval of checklists, training materials, test cases, user stories, and other artifacts
Participation in the steering committee

Aug 2022 - Jun 2024

1 year 11 months

CRM Consultant

Deutsche Gesellschaft für internationale Zusammenarbeit (GIZ)

Consulting on specific technical topics during the planning process for the XRM/CRM follow-up project
Ensuring knowledge transfer from the GIZ internal XRM/CRM predecessor project
Introduction to the basics and concepts of CRM
Creation of market analyses and overviews
Sharing best practices on methods and project structures

Jul 2022 - Feb 2024

1 year 8 months

Project Manager, Business Analyst

Möbel Martin GmbH & Co. KG

Analysis of the customer journey and design of the new IT system landscape
Execution of the analysis phase, including big picture and scoping
Execution of the design phase: customer journey analysis, design of the target processes, identification of data requirements, design of the future system architecture
Creation of the requirements specification
Leading the selection process for new software in the areas of omnichannel marketing, loyalty, service, and sales
Conducting deep-dive workshops with vendors for marketing/CDP and loyalty software
Advising on the decision between enterprise solution providers and best-of-breed providers

May 2022 - Feb 2024

1 year 10 months

Project Manager, Business Analyst

Page Contracting

Analysis of the starting point and objectives for the introduction of a CRM software
Conducting an analysis phase with target vision, benchmarking, best practices, and scoping
Leading the design phase: design of the customer journey, process design, technology design, and creation of the requirements specification
Support in the selection phase: creation of a shortlist of providers, running the tender process, moderating provider presentations, and creating a technical and commercial provider comparison
Conducting a proof of concept

Dec 2021 - Dec 2022

1 year 1 month

CRM Expert CDP, CEP

s.Oliver

Support in the introduction of the applications from Dymatrix (CDP), Emarsys (CEP), and OneStock (clienteling)
Process and technical consulting as well as coordination of implementation in the CDP/CEP implementation project with internal stakeholders and external partners
Consulting on the implementation of the clienteling software from OneStock
Review of user stories
Description of the technical acceptance criteria
Description of the integration with Dymatrix, Emarsys, and Kafka
Creation of test cases
Creation of a script for user training
Creation of training materials

Oct 2021 - Sep 2022

1 year

CRM Consultant/Coach

DIHK DEinternational

Creation of the requirements catalog and leading the selection process for a CRM software for foreign chambers of commerce (AHK)
Preparation of workshops and interviews for foreign chambers of commerce in around 90 countries
Analysis of the workshops and consolidation of requirements
Creation of a requirements specification
Creation of a recommendation list of CRM providers for use at foreign chambers of commerce
Recommendations for ongoing support and operation of CRM systems at the foreign chambers of commerce
Consulting during the public tender process

Oct 2021 - Jan 2022

4 months

Project Manager

Deutsche Gesellschaft für internationale Zusammenarbeit (GIZ)

Creation of the requirements catalog and leading the selection process for a grant management software
Running workshops to analyze the processes and requirements of the grant management processes
Creation of user stories
Leading the selection process while considering special software for grant management as well as standard CRM solutions
Consulting during the public tender process

Sep 2021 - Oct 2021

2 months

Project Manager, Business Analyst

OHB SE

Creation of the requirements catalog and leading the selection process for a CRM software
Conducting interaction room workshops, interviews, and a questionnaire campaign with stakeholders from all business units
Creation of the requirements specification
Recommendations for internal project marketing and change management measures
Shortlisting CRM providers and implementation partners
Running the tender process for CRM software
Creation of a detailed provider comparison (commercial and technical)
Review of contracts and consulting during provider negotiations
Creation of a selection recommendation

Aug 2021 - Oct 2021

3 months

Project Manager, Business Analyst

embeX GmbH

Prepared the requirements catalog and led the selection process for a CRM software
Prepared the requirements specification, taking into account a parallel project to introduce project management software
Preselected CRM vendors and implementation partners
Managed the tender process for a CRM software
Moderated the vendor presentations
Prepared a vendor recommendation

May 2021 - Nov 2021

7 months

CRM Project Manager, Business Analyst

IServ GmbH

Identified requirements and led the selection process for a CRM software
Conducted customer journey workshops and interviews in marketing, sales, and service
Prepared the requirements specification
Preselected CRM vendors and implementation partners
Managed the tender process for CRM software
Prepared a detailed vendor comparison (commercial and functional)
Reviewed the contracts and advised during vendor negotiations
Prepared a selection recommendation

Apr 2021 - May 2021

2 months

CRM Expert

European Union (Alumni Program)

Evaluated the market for CRM software, including open-source CRM
Created profiles and compared different CRM offerings to cover the requirements defined in the requirements specification

Feb 2021 - Sep 2021

8 months

Project Manager, Business Analyst

juris GmbH

Identified requirements and led the selection process for a CRM software
Conducted interaction room workshops, customer journey workshops, and interviews in the areas of address management, marketing, key account management, mass market customers, GDPR, and IT
Prepared the requirements specification
Preselected CRM vendors and implementation partners
Managed the tender process for CRM software
Prepared a detailed vendor comparison (commercial and functional)
Reviewed the contracts and advised during vendor negotiations
Prepared a selection recommendation

Nov 2020 - May 2021

7 months

CRM Consultant

German Corporation for International Cooperation (GIZ)

CRM expert and sparring partner for the project lead in preparing a feasibility study for introducing a CRM system
Preliminary analysis of goals, opportunities, risks, and readiness for change
Scoping, including defining the CRM focus topics and process design
Assessment of technical feasibility
Analysis of the legal framework
Estimation of costs
Review and preparation of the final report

Nov 2020 - May 2021

7 months

Project Manager, Business Analyst

Fristam Pumpen KG

Gathering requirements and leading the selection process for a CRM software
Defining the CRM goals and strategic direction in the context of the CRM introduction
Running user journey workshops and interviews
Coordinating with external service providers (ERP vendor)
Creating the requirements specification
Preselecting CRM vendors and implementation partners
Running the tender process for CRM software
Creating a detailed vendor comparison (commercial and functional)
Reviewing contracts and advising during vendor negotiations
Creating a selection recommendation

Aug 2020 - Mar 2021

8 months

CRM Consultant

Stuttgarter Straßenbahnen AG

CRM expert and sparring partner for the project management team in creating a feasibility study for introducing a CRM system
Analyzing operational CRM and creating a target picture
Creating a target picture for analytical CRM
Checking feasibility with the existing systems
Recommending the target system architecture
Recommending process design while taking GDPR into account
Showing alternative implementation scenarios

Mar 2020 - Jun 2020

4 months

Project Manager, Business Analyst

Märtens Transportbänder GmbH

Gathering requirements and leading the selection process for a CRM software
Defining the CRM strategy
Running user journey workshops and interviews
Coordinating with external service providers (marketing agency, Navision partner)
Creating the requirements specification
Preselecting CRM vendors and implementation partners
Running the tender process for CRM software
Creating a detailed vendor comparison (commercial and functional)
Reviewing contracts and advising during vendor negotiations
Creating a selection recommendation

Jan 2020 - Jan 2021

1 year 1 month

CRM Consultant/Coach

Vetter Pharma-Fertigung GmbH

Co-project manager in the Microsoft Dynamics 365 CRM implementation project on the client side
Stakeholder management
Creating the backlog and user stories
Running sprint planning and sprint reviews
Creating test cases and helping with test execution
Helping with project acceptance
Taking part in workshops and project coordination meetings
Coaching the project manager

Nov 2019 - Feb 2020

4 months

Project Manager

Umwelttechnik Baden-Württemberg

Creating a tender including the requirements specification for a CRM system to be introduced
Creating and reviewing the requirements specification with the project team and finalizing it afterwards
Running the tender process
Helping to create and coordinate the tender documents
Preselecting vendors based on a shortlist
Starting the tender process with three to five vendors
Creating a detailed evaluation of the tender responses (functional and commercial)
Moderating the vendor presentations
Evaluating and comparing the vendors
Creating the overall evaluation of the results and making a recommendation

Aug 2019 - Dec 2019

5 months

CRM Consultant/Coach

Palfinger AG

Sparring partner for the project manager in the selection process of a CRM software and an implementation partner for sales, service, and marketing
Creation of an evaluation process for the vendor selection
Assessment of vendors as part of the beauty contest and the RfP response
Preparation and facilitation of technical and functional workshops with vendors
Support in decision-making and preparation of the implementation project
Commercial and functional comparison of the shortlisted vendors
Review of contracts and advice during vendor negotiations

Mar 2019 - Sep 2019

7 months

Project Manager, Business Analyst

SMA Railway Technology GmbH

Creation of the requirements specification and vendor selection for a CRM software
Definition of the CRM strategy
Conducting interviews with stakeholders in marketing, sales, and service
Creation of process descriptions
Creation of the requirements documentation
Creation of the requirements specification
Conducting the vendor selection for a CRM system

Feb 2019 - Dec 2019

11 months

CRM Consultant

Vetter Pharma-Fertigung GmbH

Advising the project team on process optimization, requirements definition, and vendor selection for a CRM system for marketing, business development, and key account management
Definition of the CRM strategy
Analysis of process descriptions and design of target processes
Conducting customer journey mapping
Creation of the requirements documentation
Creation of the requirements specification
Advising during the vendor selection
Commercial and functional comparison of the shortlisted vendors

Nov 2018 - Nov 2019

1 year 1 month

Project Manager, Business Analyst

Hübner GmbH & Co. KG

Creation of the requirements specification and vendor selection for a CRM software for all business areas
Definition of the CRM strategy
Conducting interviews with stakeholders in sales, service, and after sales
Creation of process descriptions
Creation of the requirements documentation
Creation of the requirements specification taking into account the specific needs of each business area
Conducting the vendor preselection
Moderation of vendor presentations as part of the beauty contest
Creation of a decision template for the purchase of a CRM software

Nov 2018 - Sep 2019

11 months

Project Manager, Business Analyst

Diehl Stiftung & Co. KG

Quality assurance and technical advice during the implementation of the CRM software Cobra and the event management software Astendo for address management and internal event management
Quality review of the functional specification
Review of intermediate results in the system
Assessment of errors and change requests
Planning and execution of tests
Participation in acceptance

Jun 2018 - Dec 2018

7 months

Subproject Manager

Dr. Collin GmbH

Development of the scope and basic requirements for a CRM system, taking into account integrated process flows together with a parallel ERP project
Conducting interviews with stakeholders in marketing, sales, service, and after sales
Creating process descriptions
Creating the requirements documentation
Creating the specification document
Carrying out the preselection of vendors
Moderating the vendor presentations as part of the beauty contest
Creating a decision proposal for the purchase of CRM software

Jun 2018 - Oct 2018

5 months

CRM Consultant

Diehl Stiftung & Co. KG

Creating a specification document including process descriptions and leading the selection process for software for address management and internal event management
Conducting interviews with stakeholders from public relations, executive office, event management, data protection, and IT
Creating process descriptions
Creating the requirements documentation
Creating the specification document
Carrying out the preselection of vendors
Moderating the vendor presentations as part of the beauty contest
Creating a decision proposal for the purchase of CRM software

Apr 2018 - Sep 2018

6 months

CRM Consultant

Volkswagen OTLG

Creating test cases and carrying out tests during the implementation of Adito CRM
Aligning the test cases with the marketing/sales department
Carrying out acceptance tests and coordinating the test results with the software vendor
Carrying out re-tests
Advising on software acceptance

Feb 2018 - May 2018

4 months

Project Manager, Business Analyst

mdexx GmbH

Process design, requirements gathering, specification document creation, and vendor selection for a new CRM software
Defining the CRM strategy
Reviewing the old CRM application to be replaced
Analyzing and further developing the sales and marketing processes, including modeling in BPMN 2.0
Aligning the processes across the different business units
Creating the specification document
Creating a recommendation list for vendor preselection
Running the selection process for CRM software and implementation partners
Creating a decision proposal for the management

Jan 2018 - Oct 2019

1 year 10 months

Co-Project Manager

Vallox GmbH

Project manager on the customer side during the implementation of Adito CRM
Training the co-project manager in project management methods and BPMN modeling
Stakeholder management
Review and optimization of the specification document
Creating user stories
Running sprint planning and sprint review
Supporting test execution
Supporting project acceptance
Taking part in workshops and project coordination meetings

Jan 2018 - Jun 2018

6 months

CRM Consultant/Coach

GULP Information Services GmbH

Support for the introduction of Salesforce as standard CRM software using agile methods
Creation of the backlog and user stories
Creation of a concept for data cleansing and quality assurance, and support during implementation
Creation of a test concept for the implementation project
Coaching of the Product Owner Sales and the Product Owner Recruiting
Coordination of tasks and processes for data migration

Nov 2017 - Aug 2018

10 months

Project Manager, Business Analyst

Leopold Kostal GmbH & Co. KG

Development of the scope and basic requirements for a CRM system that can be used worldwide, taking into account integrated process flows between Sales and Development
Revision of the requirements specification
Preparation of a recommendation list for the preselection of vendors
Execution of the selection process for CRM software and implementation partners
Preparation of a decision paper for management
Commercial and functional comparison of the shortlisted vendors including ROI calculation

Oct 2017 - Apr 2018

7 months

CRM Consultant/Coach

Maximator GmbH

Quality assurance and coaching of the project manager during the Salesforce implementation
Quality review and approval of the Statement of Work
Review of interim results from the sprints in the agile project
Support with verifying follow-up questions during customization
Creation of user stories and test cases
Support with assessing errors and deviations from the requirements specification
Participation in test execution and project acceptance
Participation in project coordination meetings

Aug 2017 - Sep 2017

2 months

CRM Consultant

EURONICS Deutschland eG

Analysis and enhancement of the CRM target vision and CRM strategy
Preparation of an analysis of the existing CRM target vision and documentation of improvement suggestions
Definition of the CRM strategy
Analysis of the market for existing CRM systems with regard to a new introduction and creation of a shortlist
Preparation of a recommendation list for providers of marketing data analytics, marketing automation, loyalty and CRM frontend software as well as managed service providers
Derivation of a recommendation for the most suitable CRM system

Jul 2017 - Dec 2017

6 months

CRM Consultant

GULP Information Services GmbH

Modeling of the as-is processes and development of optimized to-be processes for the introduction of a new CRM system
Advising the project management, stakeholders and business contacts during the concept phase
Analysis and optimization of the processes for customer acquisition, project acquisition, recruiting, applicant selection, contract management, support and billing
Modeling of the processes according to BPMN 2.0
Conducting workshops and interviews for requirements gathering
Development of a data model
Creation of a repository to describe the target IT infrastructure

Apr 2017 - Apr 2017

1 month

CRM Consultant

Alexander Bürkle GmbH & Co. KG

Review and expansion of a requirements document for marketing automation software
Quality check of the functional specification
Development of concrete proposals to add to the functional specification, especially for marketing automation, system integration, process control, and analytical CRM
Recommendation for the next steps

Mar 2017 - Jul 2017

5 months

CRM Consultant

GULP Information Services GmbH

Creation of a process map and description of the basic requirements for a CRM system
Conducting interviews with stakeholders in marketing, sales, and recruiting
Creation of a process overview in these areas
Creation of the functional specification with business, non-functional, and technical requirements
Creation of a shortlist of CRM vendors and implementation partners
Consulting during vendor selection

Nov 2016 - Nov 2017

1 year 1 month

Project Manager, Business Analyst

Maximator GmbH

Capture and description of the requirements for a CRM system for sales, service, and marketing
Definition of the CRM strategy
Conducting interviews and workshops with stakeholders
Creation of employee information for internal project marketing
Creation of a functional specification and description of the target IT infrastructure
Shortlisting of software vendors
Moderation of vendor presentations
Commercial and functional comparison of the shortlisted vendors
Consulting on the vendor decision

Oct 2016 - Apr 2017

7 months

Project Manager, Business Analyst

Trendone GmbH

Capture and description of the requirements for a CRM system for sales, marketing, and human resources
Description of the process integration with the Trendone website
Conducting interviews with stakeholders for requirements gathering
Creation of storyboards to improve software-supported sales processes
Creation of the functional specification and description of the target IT landscape
Shortlisting of software vendors
Moderation of vendor presentations
Consulting on the vendor decision

Sep 2016 - Oct 2016

2 months

CRM Expert

Volkswagen OTLG

Consulting during procurement negotiations for a standard CRM software
Leading discussions with providers during pre-negotiations
Creation of business negotiation minutes
Obtaining and evaluating offers for around 600 CRM licenses as well as services
Commercial and functional comparison of the shortlisted vendors
Consulting the procurement team during bidding discussions, including ROI calculation

Jul 2016 - Sep 2016

3 months

Project Manager, Business Analyst

Stiftung Nantesbuch

Gathering and describing requirements for a CRM system for event management, ticket shop integration, and address and contact management
Conducting interviews to gather requirements
Describing requirements in user stories and use cases
Preselecting software vendors
Moderating vendor presentations
Advising on the vendor selection

Jun 2016 - Aug 2016

3 months

CRM Expert

TIWAG-Tiroler Wasserkraft AG

Preparing an expert recommendation for a CRM software
High-level gathering of CRM goals, business requirements, interfaces, and as-is and target system landscape
Coordinating the agenda for vendor presentations
Moderating information sessions with the vendors SAP and Cursor
Comparing and evaluating the solutions
Preparing an expert recommendation

Jan 2016 - Dec 2018

3 years

CRM Quality Manager

Volkswagen OTLG

Quality assurance during the implementation of Adito CRM
Quality review and acceptance of the requirements specification
Reviewing interim results in the system
Supporting the verification of follow-up questions during customization
Assessing test cases and supporting the evaluation of defects and deviations from the requirements specification
Helping with test execution and project acceptance
Participating in project alignment meetings and steering committees
Supporting processes in escalations and coordination with the works council

Jan 2016 - Aug 2016

8 months

CRM Consultant

Paessler AG

Conducting a process analysis, requirements gathering, and feasibility analysis for a CRM system
Gathering requirements from the sales, service, and partner management departments
Describing the processes
Developing a proposal for the target IT infrastructure
Modeling the processes according to BPMN 2.0

Oct 2015 - Feb 2016

5 months

Project Manager

Jost Werke

Supporting a software selection process for a standard CRM system in Europe
Defining the CRM strategy
Identifying requirements through individual and group interviews
Expanding the requirements in the areas of campaign management, sales support, lead management, sales cockpit, groupware integration, and document management
Presenting best-practice solutions from similar industries
Preparing a consolidated requirements specification and an evaluation matrix
Moderating vendor presentations
Carrying out the multi-stage vendor selection process through to the decision proposal

Aug 2015 - Mar 2016

8 months

Project Manager

Volkswagen OTLG

Reviewed the requirements gathering and managed the selection process for a CRM software
Reviewed the target definition and built a CRM metric
Reviewed the requirements gathering in the service area
Continued the requirements gathering in marketing and sales
Managed the selection process for software and solution partners
Conducted preliminary procurement negotiations
Reviewed the contracts and advised during vendor negotiations

Jan 2015 - Mar 2015

3 months

Project Manager

Nürnberg Messe

Created a requirements specification for the extension of the industry software Rubin with CRM components
Analyzed target sales processes, existing specifications, and carried out a gap analysis
Gathered, consolidated, and enriched requirements in the areas of campaign management, marketing automation, lead management, phone acquisition support, 360-degree view, sales cockpit, task management, groupware integration, document management, and workflow management
Created a consolidated requirements specification and an evaluation matrix
Handed over the requirements specification to the software vendor, coordinated quick wins, and determined the implementation effort

Jul 2014 - Dec 2014

6 months

Overall Project Lead

Nürnberg Messe

Introduced CAS as the CRM system in sales
Replaced CRM components in the existing event management system
Set up interfaces between the event system and the CRM system to support sales and campaign processes
Managed the data migration
Planned, coordinated, and supported all tasks related to the CRM rollout
Contributed CRM expertise to assess project-relevant topics
Managed communication and served as the interface between internal and external stakeholders
Coordinated with adjacent projects
Project management with technical and CRM subject matter support
Coordination between sales departments, IT, and the involved software vendors (multi-vendor management)

May 2013 - Aug 2013

4 months

Project Manager, Business Analyst

Beiersdorf AG

Prepared the replacement of a Salesforce automation system for the German field sales organization (including the pharma area)
Gathered and consolidated business requirements in interviews and workshops
Created a scoping document
Preselected systems in a longlist
Created tools for system evaluation and cost estimation
Presented the migration path and a preliminary project plan
Created a concept for change management
Estimated the effort for implementation

Oct 2012 - Feb 2014

1 year 5 months

Subject Matter Expert

Building supplier (CRM rollout update)

CRM subject matter expert in connection with the rollout of Update CRM
Analyzed and evaluated the requirements specification for the CRM rollout
Collected additional information from the responsible business units
Helped create a works agreement

May 2012 - Sep 2012

5 months

Lead Subproject Manager, CRM Consultant, Business Analyst

Schlütersche Verlagsgesellschaft

Definition of the requirements for a CRM system for the consumer business
Carrying out a cost-benefit analysis for expanding the existing CRM system
Gathering and consolidating business requirements
Business and technical coordination with specialist departments, IT development, and the software vendor
Preparation of a detailed business and technical requirements concept (specification document)
Effort and budget analysis
Assessment of project results with a multi-stage implementation recommendation
Leading the multi-stage selection process, including the development of evaluation tools
Support during contract negotiations

Jan 2011 - Jun 2011

6 months

CRM Process Consultant

Supplier Company (Mechanical Engineering)

Analysis and development of measures to improve efficiency in the sales process of a globally active supplier company
Analysis and evaluation of sales processes with goals such as creating more time for active selling, improving process and service quality, reducing costs, and increasing revenue
Identification of tasks, interfaces, and process participants
Carrying out multi-moment observations
Categorization of tasks and processes
Analysis of time spent in sales and identification of bottlenecks
Preparation of business cases taking global applicability into account
Description of the requirements for supporting tools

Oct 2010 - Jan 2011

4 months

CRM Process Consultant

Berlin Bank

Development of a sales management concept with a focus on segmentation and customer value calculation
Identification of potential customers and customers at risk of leaving
Improvement of quotation preparation and optimization of sales processes
Definition and evaluation of segmentation criteria
Analysis of the data basis
Development of a long-term viable customer value model
Development of methods to improve data quality and data enrichment
Programming of methods for regular segmentation and customer value calculation
Application of data analysis to the CRM data basis and plausibility checks
Use of the data for sales management, controlling, and marketing

Aug 2010 - Dec 2010

5 months

CRM Consultant

Event Company

Carrying out a CRM audit
Analysis of the current status of customer management
Identification of strengths and potential in relationship management with customers and partners
Detailed review of the CRM status of the business units using portfolio analysis
Development of approaches to connect the divisions and business areas in relationship management
Identification of areas for action and quick wins according to the Pareto principle
Definition of the CRM mission statement
Development of CRM goals including an analysis of the environment and competition
Definition of key metrics
Development of binding rules for implementing CRM in the company
Description of areas for action and creation of a roadmap with short- and medium-term goals
Development of recommendations for setting up continuous improvement processes

Jan 2010 - Dec 2012

3 years

Lead Subproject Manager

Landesbank Berlin

Project management and migration of CRM software as part of a data center migration
Analysis of the current situation and identification of project tasks
Development of a new data supply for the CRM application
Preparation and execution of data migration within the CRM database
Development of test cases for quality assurance and execution of tests
Comparison analysis of the old and new data supply
Creation of gap analyses and requirements for the new data supply
Creation of transfer rules and database scripts
Revision of the customization of the CRM software
Coordination of the activities of the software vendor's development department and the data center
Business support and coordination of a server migration of the CRM application
Technologies used: client-server architecture on Windows workstations, Linux servers with Citrix farm, Veritas cluster, DB2 database

Jan 2010 - Dec 2010

1 year

Project Management, CRM Software Consultant

Landesbank Berlin

Administration of standard CRM software after restructuring
Adaptation of the software to a new sales structure
Use of the solution by more than 1,600 employees in sales, sales controlling, marketing, service, and event management
Analysis of the requirements from the restructuring
Development of concepts for changes in data management, process management, sales controlling, and responsibilities
Development of concepts including a fallback scenario for the gradual expansion of the customer base managed through the CRM software
Implementation of the concepts including coordination with IT and specialist departments, programming work, performance optimization, and training

Jan 2010 - Sep 2010

9 months

CRM Process Consultant

Service Company (Financial Services Provider)

Design of CRM processes with a focus on consulting processes
Introduction of process control for after-sales service, new customer acquisition, and retention management
Definition of objectives and analysis of the current situation
Definition of sales targets, taking measurability into account in existing sales and CRM systems
Development of specialist concepts for the tasks mentioned above
Support during the implementation of the processes in the CRM system

Apr 1995 - Dec 2009

14 years 9 months

Project Management, CRM Software Consultant

Building societies, banks, and savings banks

Execution of more than 150 projects for the introduction of CRM banking software
Introduction of CRM software for up to 1,000 employees and 2,000,000 managed customers in retail banking, corporate banking, marketing, call centers, and event management
Coordination of cooperation between clients, CRM software vendors, and data center service providers
Gathering detailed requirements for data management, views, process control, rights management, and reporting
Creation of specialist concepts
Introduction of marketing processes (process design and technical implementation)
Implementation of requirements through customizing and programming work in sales, marketing, call centers, and event management
Introduction of a payment flow analysis including business analysis, process design, and technical and sales implementation
Introduction and technical mapping of consulting concepts
Training and coaching of multipliers
Preparation of status reports for the divisional manager on the executive board
Use of technologies such as HTML-based thin client with WebSphere application and Windows servers as well as a DB2 database

Apr 1995 - Dec 2009

14 years 9 months

Department Manager

CRM Banking Software / CRM Consulting Department

Leading the CRM banking software and CRM consulting department with responsibility for 10–12 employees (business consultants, sales staff, and back-office staff)
Revenue responsibility of around EUR 2.2 million
Conceptual development and further development of CRM software including the creation of specialist concepts
Collaboration with the development department until applications are ready for market
Business consulting in CRM for banks and savings banks
Support of CRM implementation projects
Development of service offerings
Handling of inquiries in 2nd-level support
Marketing of software and service offerings
Conducting presentations, training sessions, and workshops
Support and development of existing customers
Acquisition of new customers

Industry experience

See where this freelancer has spent most of their professional time.

Experienced in Information Technology, Banking and Finance, Manufacturing, Professional Services, Government and Administration, and Construction.

Information Technology

Banking and Finance

Manufacturing

Professional Services

Government and Administration

Construction

Business area experience

See which departments and functions this freelancer has contributed to most.

Experienced in Project Management, Information Technology, Sales, Customer Service, Product Development, and Marketing.

Project Management

Information Technology

Sales

Customer Service

Product Development

Marketing

Skills

Analytical Crm And Campaign Management
Faststats Discoverer, Faststats Modelling And Faststats Peoplestage: Software For Analyzing Marketing Data Used For Customer Segmentation, Data Mining, Development Of Forecasting Models, Customer Profiling And Management Of Multichannel Campaigns

Languages

German

Native

English

Advanced

Chinese

Intermediate

Education

Graduate in Business Administration (University of Applied Sciences)

Statistics

Experience

Total positions 69

Experience in Information Technology 18.5 y

Avg length 1 y 2 m

Longest experience 14 y 8 m

Expertise

Recent roles CRM Project Manager, CRM Consultant, Subproject Manager CRM

Main industries Information Technology, Banking and Finance, Manufacturing

Main business areas Project Management, Information Technology, Sales

Profile

Member since

August 2025

Last update

August 2026

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Frequently asked questions

Have questions? Find more information here.

Frank is based in Cologne, Germany.

Frank speaks the following languages: German (Native), English (Advanced), Chinese (Intermediate).

Frank has at least 31 years of experience. During this time, Frank has worked in at least 20 different roles and for 54 different companies. The average length of individual experience is 5 months. Note that Frank may not have shared all experience and actually has more experience.

Based on recent experience, Frank would be well-suited for roles such as: CRM Project Manager, CRM Consultant, Subproject Manager CRM.

Frank's most recent position is CRM Project Manager at Vendor Consult GmbH.

In recent years, Frank has worked for Vendor Consult GmbH, Uzin Utz SE, Krongaard GmbH, Stiftung Wissenschaft und Politik, and Hays AG.

Frank is most experienced in industries like Information Technology, Banking and Finance, and Manufacturing. Frank also has some experience in Professional Services, Government and Administration, and Automotive.

Frank is most experienced in business areas like Information Technology, Project Management, and Sales. Frank also has some experience in Customer Service, Product Development, and Marketing.

Frank has recently worked in industries like Government and Administration, Professional Services, and Manufacturing.

Frank has recently worked in business areas like Project Management, Information Technology, and Procurement.

Frank attended education in Graduate in Business Administration (University of Applied Sciences).

The availability of Frank needs to be confirmed.

Daily rate distribution

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The rates shown represent the typical market range for freelancers in this position based on recent contracts on our platform.

Average rates for similar positions

Rates are based on recent contracts and do not include FRATCH margin.

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400

200

Daily rate avg. 740 €

The average daily rate is the mean of all daily rates from recent contracts of comparable freelancers on our platform.

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200

Median rate 740 €

The median daily rate is the middle value of all daily rates — half of comparable freelancers charge less, half charge more. Unlike the average, it is barely affected by outliers.

Calculated based on our freelancers’ daily rates as of 7 Sep 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.