Analyze CRM Systems & Sales Processes // Introduction of Central CRM

Project overview

For a project within our client environment, we are looking for an experienced CRM consultant with in-depth functional and technical expertise, comprehensive practical experience with various CRM systems, and a solid understanding of sales processes. The consultant will be responsible for analyzing the existing system and process landscape and, based on this, leading the introduction of a central CRM system as project manager.

Starting Situation and Objectives:

• The European CRM landscape consists of historically grown systems and different data pools. A unified CRM is not yet available.
• The first step is to investigate how existing solutions are used, which sales processes they support, and what potential can be unlocked through a common platform.
• The goal is to systematically analyze the current situation, develop a functional and technical target state, and set up the project for the introduction of a central, Europe-wide usable CRM. System landscape, data quality, sales processes, and future usage will be considered together.

Responsibilities

• Conduct current state analysis: Record and evaluate existing CRM systems, data pools, interfaces, and usage patterns in the European companies.
• Analyze workflows from lead capture through opportunity management to customer support and identify differences between countries and units.
• Identify weaknesses in data quality, transparency, collaboration, and reporting, and derive concrete improvement measures.
• Moderate workshops with Sales, Management, IT, and other relevant departments and prioritize requirements and use cases.
• Develop a common target state
• Define uniform core processes, data structures, responsibilities, and usage standards, and consider justified local requirements.
• Prepare technical implementation: Work with IT to develop requirements for system integration, data migration, authorizations, and operation, and prepare for any necessary system selection.
• Structure project scope, work packages, roles, decision-making paths, resource requirements, and risks, and create a reliable roadmap with piloting and phased rollout.

Requirements

Utilization: 3-4 days / week

• Several years of experience in managing CRM projects or comparable transformation and IT implementation projects, ideally in an international environment.
• Solid understanding of sales processes and the practical use of CRM by sales organizations.
• Experience in current state analyses, requirements management, and harmonization of processes across multiple organizational units.
• Good technical understanding of CRM systems, interfaces, data migration, and dependencies within an IT landscape.
• Ability to mediate between business departments and IT, bring together different interests, and prepare decisions.
• Structured, independent way of working, as well as strong moderation and communication skills; confident communication in an international environment.

Project details

remote and occasional on-site in Cologne

in 01.2027

long-term

Project Language: German and English

If interested, we look forward to receiving your profile, stating your availability and hourly rate for remote and on-site in Cologne (all-in).

• Start: 2027-01
• Duration: 12 Monate
• Remote: remote
• Location: Köln, Deutschland, DE
• Languages: German