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Esther Widmann

Esther Widmann

CRM & Process Consultant

Esther Widmann is a CRM and process consultant with seven years of experience helping organisations redesign the way they work. She turns business requirements into CRM designs that hold up after go-live, across HubSpot, Salesforce and Pipedrive, for clients like Ariadne (Modell Aachen), re-green, trawa energy, Mercura and AppFollow.

3 → 1
CRMs consolidated into one HubSpot for Ariadne
6
Departments mapped in one Salesforce redesign
7 yrs
CRM and digitalisation consulting

Structured rigour, hands-on implementation

At ucm, Esther worked across product, finance, sales, HR and operations, owning Salesforce as the central CRM platform and leading system improvements across Salesforce, HubSpot and Pipedrive.

Her work spans CRM implementations, customer journey design, workflow automation and process transformation. She documents processes to BPMN standards, so a CRM is not only functional on day one but maintainable, auditable and ready to scale, and she is the person who bridges business stakeholders and technical teams.

Esther holds a BSc in Business Administration from HTW Berlin, previously studied Law at Humboldt University Berlin, and is certified as a Six Sigma Yellow Belt and as a Data Protection Officer under BDSG and GDPR. A native German speaker with fluent English and French, she supports clients across DACH and international markets.

CRM and process projects Esther has worked on

From post-merger CRM consolidation to forecasting models, these are the projects behind Esther's profile.

Ariadne (Modell Aachen and orgavision)

Quality-management software

When Modell Aachen and orgavision merged into Ariadne, two HubSpot portals and one Salesforce org were consolidated into a single HubSpot on a brownfield approach, with one platform for both teams by June 1st. The work merged two sales processes into one pipeline, triaged 200 to 300 legacy workflows, and added customer lead scoring with churn and upsell triggers across 2,000 customers.

re-green

ESG and real estate

HubSpot configuration and data quality assurance in re-green's Phase 1, building on Checkpoint's earlier work to streamline and professionalise the company's CRM, sales methodology and data strategy so the CRM structure is fully reportable.

trawa energy

Energy and climate tech

Pipeline and RevOps setup in HubSpot for a B2B energy supplier: a deal and ticket pipeline architecture covering SDR, AE, renewal and upsell journeys for subscription-style supply and flexibility products.

Mercura

AI for distributors and manufacturers

Built a bottom-up and top-down forecasting model from HubSpot data for a Y Combinator-backed AI startup automating quotes and orders, as the basis for its forward planning.

AppFollow

Mobile app analytics

Worked with AppFollow's Salesforce admin to resolve Salesforce and HubSpot sync errors, and built a Steam publisher target list as AppFollow expands from mobile games into PC gaming.

ucm

Professional services

Redesigned CRM architecture, process automation and forecasting in Salesforce: a custom forecasting architecture, quote and invoice workflows with VAT validation, and process mapping across six departments. ucm's Head of Consulting: “Esther became the bridge between our business teams and the technical system architecture.”

Verticals

  • B2B software and quality management
  • Energy and climate tech
  • ESG and real estate
  • AI for industrial distribution
  • Mobile app and gaming analytics
  • Professional services

Expertise

  • CRM consolidation after mergers and acquisitions
  • HubSpot, Salesforce and Pipedrive implementation
  • BPMN process documentation
  • Customer journey design
  • Forecasting models and pipeline architecture
  • Workflow automation and legacy workflow clean-up
  • GDPR-compliant CRM data handling

Questions about working with Esther

Who is Esther Widmann?

Esther Widmann is a CRM and process consultant at Checkpoint GTM, a Berlin-based RevOps consultancy and HubSpot Platinum Partner. She has seven years of experience in HubSpot, Salesforce and Pipedrive and documents processes to BPMN standards.

Which companies has Esther Widmann worked with?

Ariadne (formerly Modell Aachen), re-green, trawa energy, Mercura, AppFollow and ucm.

Can Esther consolidate several CRMs after a merger?

Yes. For Ariadne, two HubSpot portals and one Salesforce org were consolidated into a single HubSpot, with two sales processes merged into one pipeline and 200 to 300 legacy workflows triaged.

Does Esther work in German?

Yes. Esther is a native German speaker with fluent English and French, and is a certified Data Protection Officer under BDSG and GDPR, which helps with CRM projects in the DACH region.

Talk to Esther about your CRM

Merging CRMs, cleaning up legacy workflows or documenting processes before you scale? Book a call and get a clear plan.

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