Patric G.

I am a specialist in CRM-supported sales, cross-software consulting, as well as detailed consulting and implementation with Microsoft Dynamics 365, AI automation, and process optimization. Since 1993, my focus has been on measurably increasing sales results through clear processes, automation, and smart CRM usage.

Currently, I support companies in increasing efficiency and effectiveness in sales – through intelligent use of Dynamics 365 CRM, AI, and automation. I am proficient in both surface customization (including HTML/JavaScript) and complex client- and server-side workflows, and I develop complete CRM architectures.

This includes:

Dynamics customizations, process design & automations

Complex Power Automate workflows

Custom forms & UI optimizations

Integrations such as Dynamics CRM + Teams telephony

AI-based meeting and call summaries for Teams meetings and phone calls

As a CRM expert, sales strategist, and sparring partner at the decision-maker level, I help companies leverage CRM as a true growth engine – instead of just a data repository.

My journey began in 1994 at CeBIT, when I first saw software specifically for sales. Since then, the aspiration to become a "benefactor from a technician" has shaped me. I gained experience with Microsoft CRM, SuperOffice, DeDeSales, Act!, as well as the sales of SAP services with a focus on sales (SAP SD and an individual Outlook-SAP solution).

A significant milestone was my collaboration with Dirk Kreuter in 2018: I was responsible for transferring sales knowledge into CRM, as well as for consulting and sales of the CRM solution.