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Pascal MorelPM

Pascal Morel

CRM Project Manager 🚀

€990/day
Paris, FR
15+ years

Average response time: 1 hour

Freelancer profile translated to English.
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About Pascal

Hello,

I work on all subjects related to Customer Relationship Management, and particularly on CRM tools.

My skills are:

Customer Relations:
CRM tools, telephony, customer satisfaction, customer experience, customer portal, customer service diagnostics and action plans, incident management, support for flow management, inbound/outbound calls, emails, knowledge management, KPIs

Digital:
Portal, public space, customer portal, CRM-website link, online payment, dematerialization (invoices, documents, etc.), EDM, intranet/extranet, flow management, order management

Functional:
Energy, services, public sector, insurance, transport, contractor management, billing, debt collection, complaints, field technical interventions

Organizational:
Diagnosis, action plans, requirements gathering, functional testing, specification development, project management, internal and/or external team management, project management, risk analysis, tool/program selection assistance, existing system analysis, projection, process redesign/definition, change management, training, facilitation of operational and/or functional user groups, committee facilitation, financial analysis, financial forecasting, data analysis and/or processing

Marketing:
Acquisition, retention, loyalty, promotion, cross-selling, offer launch, campaign management, planning/roadmap, visual creation, business plan, study execution, ROI
  • English

    Fluent

  • French

    Native or bilingual

Can work on-site
Paris (up to 20km)

Experience

  • Coface
    Customer Experience Project Manager
    BANKING AND INSURANCE
    May 2025 - Today (1 year and 2 months)
    Bois-Colombes, France
    PROJECTS:
    - Management of Customer Service Center deployments to improve Customer Experience and Satisfaction
    - Implementation of AI to accelerate CSC efficiency

    AREAS OF EXPERTISE:
    - Analyze existing tools and needs
    - Identify processes to evolve, and risk areas
    - Estimate costs and validate feasibility
    - Manage, scope, and monitor the project (sequencing, planning reporting, alerts, etc.)
    - Organize design and workshops with business departments
    - Act as the primary point of contact for requesters
    - Define action plans (scope monitoring, trade-offs)
    - Ensure steering committee facilitation
    - Communicate on progress and roadmap
    - Establish, adhere to, and enforce schedules and action plans
    - Work collaboratively with all teams
    - Coordinate deployments (international)
    - Ensure coordination among all stakeholders
    - Manage contractors
    - Support change management

    TECHNICAL ENVIRONMENT:
    - CRM: Dynamics, Sharepoint, MS Copilot
    - Call Center: Genesys, Copilot
    - Methodology: Agile
    Project Management Customer Relations Consulting CRM Business Strategy
  • COLISEE
    CRM Project Manager
    November 2023 - April 2025 (1 year and 5 months)
    Paris, France
    PROJECTS:
    - Implementation of a CRM to strengthen sales activity management
    - Implementation of a Lead Management tool
    - Implementation of a pricing and offer management tool
    - Implementation of a Marketing Automation tool
    - Operational management of contractors

    AREAS OF EXPERTISE:
    - Analyze existing tools and needs
    - Identify processes to evolve, and risk areas
    - Recommend and assist in choosing the functional solution
    - Estimate costs and validate feasibility
    - Manage, scope, and monitor the project (sequencing, planning reporting, alerts, etc.)
    - Organize design and workshops with business departments
    - Act as the primary point of contact for requesters
    - Define action plans (scope monitoring, trade-offs)
    - Ensure steering committee facilitation
    - Communicate progress and roadmap to the Executive Committee
    - Establish, adhere to, and enforce schedules and action plans
    - Work collaboratively with all teams
    - Coordinate deployments (international)
    - Ensure coordination among all stakeholders
    - Manage contractors
    - Plan resources
    - Support change management
    CRM Digital Transformation Business Strategy Consulting Project Management
  • Groupe BPCE
    CRM Project Manager
    December 2021 - September 2023 (1 year and 9 months)
    Paris, France
    PROJECTS:
    - Implementation of a tool for managing customer requests and complaints
    - Implementation of a tool for managing sales opportunities (marketing leads)

    AREAS OF EXPERTISE:
    - Manage, scope, and monitor the project (sequencing, planning reporting, alerts, etc.)
    - Organize design workshops with business departments
    - Organize testing and acceptance phases
    - Act as the primary point of contact for requesters and for overall project management
    - Define action plans (scope monitoring, trade-offs)
    - Communicate progress and roadmap to the Project Committee
    - Establish, adhere to, and enforce schedules and action plans
    - Work collaboratively with internal IT teams
    - Coordinate deployments
    - Ensure coordination among all stakeholders
    - Participate in change management

    TECHNICAL ENVIRONMENT:
    - CRM: Salesforce (Lightning Web Component, Experience Cloud, Heroku, Mulesoft)
    - Methodology: Agile
    CRM Digital Transformation Consulting Project Management

Recommendations

JD
Jean-Philippe SchlosserJS
YS
+1
Jean-Baptiste Duquaire and 3 other people have recommended Pascal

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Education

  • Project Management Training
    AFCOS
    2014
  • DESS in Management and Business Sciences - Marketing Specialization
    IAE - Caen
    2004

Certifications

Skill set

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