CRM Consultants in Germany

Project: Consulting & Concept Development Programmatic Print / Donor Communication

Tasks:

• Analysis of existing print advertising materials and donor communication
• Development of a new thank-you letter and dialogue marketing concept
• Advice on emotional and target-group-specific communication with donors
• Concept development for a cross-channel on- and offline marketing mix
• Coordination of print, email, and CRM communication as part of new marketing processes
• Support in introducing new communication workflows around the future email software
• Creation of briefing materials and campaign approaches for different target groups
• Research, selection, and management of suitable print and production service providers
• Advice on personalization and automation options in the programmatic print environment

Technical implementation:

• Coordination of print and digital processes
• Management of external service providers and print providers
• Support in integrating new marketing and communication processes

Reporting:

• Analysis of existing response mechanisms
• Assessment of optimization potential in donor communication
• Recommendations to improve impact, personalization, and efficiency Markets: Germany [link]

• Goal: Development and optimization of loyalty and CRM measures for a leading e-commerce platform
• Solution: Identification of promising users, increase in engagement, and long-term retention to drive revenue growth
• Definition of local CRM direct communication for specific segments
• Translation of research insights into actionable recommendations
• Planning and implementation of CRM campaigns in close collaboration with marketing and product teams
• Identification of optimization potential in direct communication
• Collaboration with external agencies on creative solutions, prototyping, and UAT
• Measurement and reporting of key KPIs

• Create a tracking concept for Google Tag Manager and Google Analytics including data layer, events, triggers, and reporting
• Manage the project team (developers, designers, performance specialists)
• Serve as communication interface between stakeholders and digital departments

• Planning, optimization, and analysis of SEA and Meta campaigns
• Planning and execution of automations and mailings
• Optimization of landing pages (funnel, structure, copy, image)
• Creation of creatives, media plans, and reports
• Planning and support for the move to server-side tracking

• Strategic rebuild and initial integration of the B2B CRM as the basis for a scalable and sustainably automated lead management process
• Building and optimizing CRM processes and CRM campaign management לאורך the entire customer lifecycle
• Developing, planning, and implementing lead generation strategies for trade fairs, roadshows, partner sites, and other relevant B2B touchpoints
• Designing and modeling differentiated customer journeys and workflows for different target groups, touchpoints, and phases of the customer lifecycle
• Designing first-touch and branding flows to systematically move new contacts into automated CRM journeys
• Building lead nurturing processes for automated qualification, activation, and further development of leads until they are ready for sales
• Designing and implementing marketing automations to reduce manual processes and scale the delivery of relevant content
• Developing and optimizing automated lifecycle campaigns based on user behavior, interactions, interests, and lead status
• Campaign management for email marketing and B2B communication, including editorial newsletters, trigger and automation emails, as well as ad hoc campaigns
• Responsibility for newsletter sign-ups as well as optimization of the underlying processes and consent journeys
• Consent management and optimization of opt-in processes as the basis for compliant and scalable CRM communication
• Planning and implementation of ad hoc campaigns including A/B testing as well as continuous optimization of content, sending logic, and conversion
• Analysis and evaluation of CRM performance and derivation of specific measures to increase engagement, lead quality, and conversion
• CRM strategy consulting and workflow modeling with a focus on automation, scalability, and a consistent customer experience
• Technical setup and structuring of data instances as well as coordination and support of data migrations
• Optimization of data and system processes as the basis for automated and target-group-specific CRM communication
• Internal and external stakeholder management as well as coordination of interfaces and external agencies
• Technical project management from strategic concept development through implementation to analysis and continuous optimization

Consulting on and implementation of technical processes in CRM and email marketing, international project management

• Designed a compact framework to generate prompt–response sets for CRM lifecycle scenarios (onboarding, activation, retention, reactivation).
• Included adversarial variants (ambiguous requests, conflicting instructions, policy traps).
• Created a scoring rubric for factuality, tone, and coherence.
• Developed a lightweight guideline for annotator alignment and disagreement resolution.

• Set up GUI test framework for testers and developers to easily create GUI tests
• Implemented automated GUI tests with QF-Test for stock trading software and PDF file comparisons
• Created comparison runs between different versions

Used technologies: QF-Test, Java, Jython

Managing the harmonization and further development of an international CRM- and ERP-related system landscape across multiple product lines and markets (PMI)

• Analysis, design, and requirements management for harmonized end-to-end business processes and business logic (Customer Base & Lead to Order, Lead-to-Cash, Order-to-Cash, Billing, Accounting, Service)
• Integration of Salesforce with billing and accounting systems (JustOn, DATEV) including data model, interfaces, and billing logic together with implementation partner
• Designing a central IT operating model to improve IT project management and DevOps model between business stakeholders, E2E process owners, and IT.

• Configure and customize Salesforce Marketing Cloud, Braze, and Data Cloud to meet client-specific requirements, ensuring seamless deployment and scalability
• Develop and maintain custom APIs, automation workflows, SQL queries, Liquid Script, AMP script, and SSJS scripts for data processing, personalization, and dynamic content
• Design and implement multi-channel campaigns and customer journeys across email, SMS, push notifications, and in-app messaging
• Build and maintain integrations with CRM systems, analytics platforms, data warehouses, and third-party tools using REST/SOAP APIs and connectors
• Develop data models, ETL processes, and pipelines to synchronize data across systems, enabling a unified customer view and real-time engagement
• Optimize platform performance by implementing error handling, logging, and monitoring mechanisms
• Provide development support for campaign setup, deployment, and monitoring
• Optimize customer journeys and automation workflows using Journey Builder, Audience Builder, and Automation Studio
• Conduct A/B testing, performance analysis, and reporting to enhance campaign effectiveness and ensure maximum ROI
• Design and maintain data extensions, segmentation strategies, and audience targeting rules for effective customer communication
• Leverage Data Cloud capabilities to unify customer profiles, enable predictive analytics, and personalize customer interactions
• Act as a technical SME, providing support for complex issues related to platform configuration, integrations, and campaign execution
• Troubleshoot API integrations, scripting errors, automation failures, and data synchronization issues
• Collaborate with vendors and internal teams to resolve critical issues and deploy fixes
• Establish development standards, reusable templates, and best practices to ensure consistency and scalability
• Document technical designs, workflows, configurations, and troubleshooting guides
• Conduct training sessions and knowledge transfers to empower internal teams and clients
• Develop custom dashboards and performance reports to track campaign metrics and data trends
• Stay updated with Salesforce Marketing Cloud, Braze, and Data Cloud releases and industry trends
• Evaluate and implement new tools and AI-powered solutions for predictive analytics, segmentation, and personalization

• CRM process and feature consulting
• AI infusion workshops to introduce AI apps for critical business processes
• Prototyping – Vibe coding with Lovable
• Development of several apps for global bid management in the CPQ, Salesforce, and SAP S/4HANA environment
• Requirements and process management
• Introduction of a new data governance model
• AI infusion – supporting apps and business processes with AI applications
• Portfolio management of AI ideas: identifying and selecting AI projects in bid management
• Prototyping AI projects with Lovable.dev
• Building an AI data foundation in Snowflake
• Blueprint for different business units and global rollout
• An agile prototype-first approach with design thinking and vibe coding to prototype all applications
• Presentation at a global conference on using AI in business and validating ideas with design thinking & vibe coding
• AI infusion workshops at global conferences for prototyping ideas with business stakeholders

• Analyze business situation: stagnation of sales, small recurring customer rate, huge number of visitors but little conversion rate, average order value does not increase, no customer segmentation or targeting, performance marketing approach fails to acquire the right customer
• Advise on sales and marketing strategies and improve operations; agile coach advice with key business strategy using Scrum and Kanban
• Acquire key requirements and derive user stories for e-shop product owner development and customer data analysis
• Develop comprehensive 360 degree customer data model using Shopify and Amazon; implement data feeds from more than 10 systems (Klaviyo, Typeform)
• Develop meaningful ad-hoc data analysis detailing aspects of Triple Whale customer behavior using standard e-commerce KPIs such as AOV, Google Analytics, churn, conversion and abandoned checkout rates, ROAS, CPA, CPC; tools: SQL, Power Query
• Derive clear and data-driven customer segmentation and targeting; ETL processes and Power BI
• Introduce and feed new content agency with customer insights using GraphQL and Postman; improve messages, frequency, and targeted audience; Microsoft Planner
• Provide crystal clear data proof to steer new performance marketing approach
• Develop standard business operations reporting

• Migration to HANA BP.
• MDM-Team.
• Master-data-management.
• System landscape: SAP ECC to S4-HANA.

• Design of a virtual print center to enable mutual representation between three production sites of the pension insurance institutions