CRM and data room for a fund distributor in Lisbon
Zoho CRM controls access to the virtual data room; review and approval steps run automatically.
View engagement →Client work, earlier roles and my own demos, clearly separated.
Zoho CRM controls access to the virtual data room; review and approval steps run automatically.
View engagement →Incoming mail is recognised, assigned to the right property and filed with its deadline. A person approves.
Potential sales partners are enriched automatically, scored and handed over to the CRM in priority order.
See the principle in the Markt-Radar demo (German) →Concert calendar, digital fee statements and invoices for the associations.
As Team Lead E-Commerce, I was responsible for strategy, team, roadmap and operations while building a marketplace with more than 60,000 products.
View the work →At valantic I was responsible for complex client projects, delivery and strategic client relationships on the agency side.
View professional background →Known competitors and industry sources are monitored, scored and condensed into one briefing with context.
View Branchen-Radar →Small digital helpers for the work that gets stuck between the job site and the office.
View Werklinie →A customer email with a drawing or bill of quantities becomes a quote draft ready for review. A person decides the price.
View Angebotslinie →What matters is the next useful digital step in your situation.