References
Real results at real companies.
This is how I have helped my clients make their sales operations more efficient.
Projects at a glance
Evaluation of knowledge management systems for sales. Goal: assess Salesforce Knowledge as the central knowledge platform and integrate it seamlessly into existing sales processes.
“A structured evaluation with a clear outcome. On that basis, we were able to decide straight away.”
Frank Bruss, Senior Project Manager · translated from German
Long-standing collaboration across several projects: categorised document management in Salesforce, plus the design and implementation of the programmatic opportunity and quoting process, with automated calculations and a finely structured product landscape.
“We greatly value our long-standing collaboration with Julian on Salesforce, because he thinks technically and understands the needs of sales. As a result, our Salesforce users have recognised the added value in their daily work and come to appreciate it.”
Stephan von Naguschewski, Head of Sales Office Hamburg · translated from German
Set up Salesforce for Field Service and connected it with Sales and Marketing. Customer data was stored centrally and transparently: a single source of truth for all departments.
“At last, every department sees the same customer data. That has fundamentally changed the way we work together.”
Jill Ceszniewski, Head of Sales · translated from German
Lead management was unstructured. Many leads were lost or followed up too late. The project started with the German team and became increasingly international, with contacts in the USA.
“Julian delivered what others would have promised: a fully functional Salesforce that genuinely meets our requirements.”
Agnes Leidel, Operations Management & PO · translated from German
E-commerce data and customer management ran in separate systems. Goal: a holistic customer view in the Salesforce ecosystem, from order to service.
“Julian integrated our e-commerce processes cleanly into Salesforce.”
Steffen Heym, Managing Partner · translated from German
Sales processes were fragmented across several systems. The team lost time through manual data transfers and inconsistent information.
“Since Julian has been looking after our Salesforce, the technology just works. I can concentrate on the IT topics that would otherwise be left undone.”
Philipp Bornschein, IT Admin · translated from German
A complete new implementation of Salesforce to replace Pipedrive. A one-and-a-half-year project in several phases: from competitor analysis and product management through to clear reporting.
“From replacing Pipedrive to a holistic system landscape, Julian steered the project cleanly over one and a half years.”
Jasmina Kitanovska-Videnov, Director Digital Transformations · translated from German
Customer enquiries were handled slowly and inconsistently. The team lacked transparency and clear responsibilities.
“Pragmatic, fast and without detours. Exactly what we needed as a small team.”
Andreas Hoffmann, Area Sales Manager · translated from German