Oliver Schmidt

CRM Solution Architect and Team-lead at Solutions Metrix

Canada

About

Experience

  • Solutions Metrix - Certified CRM Partner (Creatio, Microsoft, Salesforce, Hubspot & SugarCRM) (7 yrs 1 mo)
    • Functional Architect and Team-Lead
      Feb 2022 - Present · 4 yrs 6 mos

      SME on Creatio CRM implementation for small and medium businesses in several verticals such as manufacturing, healthcare, communication and Education. Responsible for inception and needs analysis in order to formulate a plan to develop and release a customized solution to client’s. Strongly involved in defining and documenting user stories on a bi-weekly sprint basis and assigning them to the project team members as well as leading agile ceremonies. Strong understanding of the Creatio platform and deep knowledge of configuration of interface and business processes/workflows to meet the client’s requirements while applying best practices.

    • CRM Business Analyst
      Jul 2019 - Present · 7 yrs 1 mo

  • Dynamics CRM Consultant at GLM Marketing
    Feb 2017 - Jul 2019 · 2 yrs 6 mos

    Integration of Dynamics CRM 2016 as highly customized solution.

  • Nakisa (4 yrs 10 mos)
    • CRM Business Analyst
      Aug 2014 - Nov 2016 · 2 yrs 4 mos

      Audit, Design and Implementation of business processes including the customization and maintenance of MS Dynamics CRM. Responsibility to design and implement sustainable reports and forecast models for the company's financial pipeline, revenue forecast, Customer Project Status Dashboards and Resource Allocation Forecast and more. Implementation and Customization of MS Dynamics CRM 2016 by building up from the Vanilla build. To support the company's sales cycle and GTM strategy I customized the CRM solution significantly by creating custom entities and many custom workflows, business rules and Business flows. Creation and weekly delivery of the company's overall KPI and metrics report including information from different systems and departments including CRM and Jira. Overall responsibility to produce the global employee meeting presentation which included company metrics such as pipeline trend over time, updates on business dealings, revenue trends etc.

    • Education Manager
      Feb 2012 - Aug 2014 · 2 yrs 7 mos

      Building the company’s Partner Training and Technical Certification program for Implementation Partners and driving it’s adoption and attendance within the Partner Eco-System. Accountability for an effective and profitable global high-quality Partner and Customer Training Program as well as Certification of Partners which included the design, development and launch of the Technical Certification Program globally. Organization of on-site and virtual trainings in across the globe such as Germany, UAE, Russia, Singapore, Australia, India, etc..

  • Leasing Sales Manager (Apple) at GE Capital
    May 2007 - Sep 2011 · 4 yrs 5 mos

    Overall accountability for growth measured on financed volume, margin and penetration rate on Apple Online Store revenue Integrate and drive ‘Demand Generation’ campaigns to increase Apple sales, order value, margin Build a strong relationship with Apple Store Telesales Team, organize monthly reviews with Sales Managers and Sales Leader Coordinate with GE Country Program Managers and local teams to ensure coordinated strategy Develop and execute joint sales & marketing programs to drive customer loyalty and accelerate technology upgrade(‘churn’) Ensure compliance with Operating Agreement, Apple and GE Capital policies

  • Sales Executive at Apple
    Oct 2005 - Apr 2007 · 1 yr 7 mos