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Philipp Vogler Schirmer.
Philipp Vogler Schirmer.

PhilippVoglerSchirmer.

CRM & RevOps Consulting · Team Lead

CRM solutions that work in everyday business.

Philipp Vogler Schirmer, portrait

At a glance

Current role
Team Lead Managed Services, Thorit GmbH (leadership, budget and revenue responsibility)
Experience
CRM consulting since 2022, previously e-⁠commerce and online marketing
Focus
CRM transformation, migration and integration, revenue operations
Industries
Banking, energy, insurance, pharma and medical technology, automotive
Platforms
HubSpot, Salesforce, Microsoft Dynamics, Zoho, SAP (migration)

How I got here

2011

2026

  1. 01Hospital2011–2017
    • State examination
    • Emergency care
    • Anaesthesia
    • Intensive care
  2. 02Data2017–2018
    • Stata
    • Survey data
  3. 03E-⁠commerce2018–2022
    • Delticom AG
    • E-⁠commerce training
    • Shopify
  4. 04CRM consulting2022–2024
    • HubSpot
    • Inbound marketing
    • Schier-⁠Mehr
  5. 05Architecture2024–2025
    • Swiss banking
    • BPMN 2.0
    • Data protection officer
  6. 06Leadershipsince 2026
    • Team Lead

Results

  • +15%Profit in the following year
  • €15 → €3Cost per click
  • €1m → €2mShop revenue in one year

Chapter 01

Hospital

2011–2017

Emergency careAnaesthesiaIntensive care

Education

State-certified registered nurse (state examination)

Wannseeschulen Berlin

04/2011 – 03/2014

Assignment

After my state examination, I worked in emergency care, anaesthesia and intensive care, mainly in anaesthesia: first at Sankt Gertrauden-Krankenhaus in Berlin, then at Hannover Medical School.

Relevance today

That is why I know what work looks like on the other side of the system – which helps me especially in pharma and medical technology.

→ presentPharmaMedical technology

Chapter 02

Data

2017–2018

Survey data

07/2017 – 07/2018

Student Research Assistant

DZHW (German Centre for Higher Education Research and Science Studies), Hannover

As a student research assistant at the DZHW in Hannover, I analysed empirical survey data using Stata and Excel. This was my first step into working with data in a structured way.

Chapter 03

E-commerce

2018–2022

Education

Vocational training in e-⁠commerce (Kaufmann im E-⁠Commerce, IHK)

Delticom AG, Berufsbildende Schule Handel Hannover

08/2018 – 01/2021

02/2021 – 05/2022

Online Marketing Manager

Hamelinbrands, Gronau (Leine)

At Hamelinbrands, I built and managed a new e-commerce channel on Shopify as Online Marketing Manager. Shopify and connecting online shops to CRM systems have remained part of my projects ever since.

Shopify

Chapter 04

CRM consulting

2022–2024

HubSpot

  1. 05/2022 – 01/2023

    HubSpot Marketer (Inbound Marketing)

    Webs Germany GmbH

    At Webs Germany, a HubSpot Elite Partner, I adapted inbound concepts to our clients' needs and onboarded their teams to Marketing Hub, Sales Hub and Service Hub. This is where I learned what it takes for teams to embrace a new system in their daily work.

  2. 01/2023 – 01/2024

    HubSpot Consultant

    TRIALTA GmbH

    At TRIALTA, I implemented HubSpot for clients and built lead-to-client processes based on their existing workflows. I supported the change within these organisations and delivered campaigns that address specific target groups and nurture prospects.

  3. 09/2023 – present

    Owner (part-time)

    Schier-Mehr, Gernsbach

    With my own consultancy, Schier-Mehr, I support small and medium-sized businesses alongside my main role. I analyse where data is siloed between departments, run workshops on profitability and develop go-to-market strategies for new products.

Chapter 05

Architecture

2024–2025

Swiss banking

02/2024 – 12/2025

HubSpot Specialist / Consultant / Growth Manager

BEE Digital Growth AG

At BEE Digital Growth AG, I led CRM implementations with interdisciplinary teams as a digital project manager, including in Swiss banking and the energy sector. I was also the internal data protection officer. Since then, data protection and compliance have been part of my planning from the very start.

Chapter 06

Leadership

since 2026

Team Lead

01/2026 – present

Team Lead Managed Services

Thorit GmbH, Sindelfingen

Since January 2026, I have been leading the CRM consulting squad and the managed services team at Thorit GmbH, with budget and revenue responsibility. On large-scale projects, I am also responsible for the solution architecture.

02 Projects

How I work

Your CRM should work for you, not the other way round.

  1. Break down data silos

    I start by looking at where marketing, sales and service work with separate data. A CRM only delivers its value once everyone is looking at the same information.

  2. Guide the change

    A new system is only truly introduced once people use it in their daily work. That is why I plan training and support from the very beginning.

  3. Build on existing processes

    I document how a company works today and adapt the CRM to it, not the other way round. That way, proven knowledge is preserved.

  4. Start from customer needs

    I choose concepts and tools based on what my client's customers need, not on what is technically possible.

Selected projects

01CRM system change at a direct insurerInsurance · 06/2024–12/2025
Situation
The insurer wanted to move to a new CRM system.
Approach
I documented the business processes, modelled them in BPMN and gathered the requirements together with the business department.
Result
Process models and requirements as a shared foundation for the move to the new system.
  2. Document business processes
  3. Model in BPMN
  4. Gather requirements with the business department
  5. Foundation for the move
02Sales framework for an insurerInsurance+15%Profit in the following year
Situation
Sales was to be managed consistently through HubSpot.
Approach
I built a sales framework in HubSpot that brings processes, pipeline and reporting together.
Result
15% more profit in the following year.

Profit

+15%

Previous year100 %
Following year115 %
03CPQ solution for a vehicle configuratorAutomotive
Situation
Configuration and quoting ran in separate systems.
Approach
An API-based connection between the vehicle configurator and HubSpot.
Result
Every configuration directly creates a quote in the CRM.
  1. Vehicle configurator
  2. API
  3. HubSpot
  4. Quote in the CRM
04Migrations and system integrationsCross-industry
Situation
Customer data and processes were scattered across legacy and third-party systems.
Approach
CRM migrations from Salesforce, Microsoft Dynamics, Zoho and SAP, ERP integrations with Business Central and several Shopify integrations.
Result
One CRM as the central data foundation for marketing, sales and service.

Migration

  • Salesforce
  • Microsoft Dynamics
  • Zoho
  • SAP

CRM

Integration

  • Business Central
  • Shopify
05Lead generation for very narrow target groupsB2B€15 → €3Cost per click
Situation
The target group was small and could only be reached expensively through ads.
Approach
Campaigns with precise segmentation and tailored content.
Result
Cost per click cut from €15 to €3.

Cost per click (CPC)

€15 → €3

before€15
after€3
06E-⁠commerce channel for a consumer goods manufacturerConsumer goods€1m → €2mShop revenue in one year
Situation
The manufacturer wanted to build its own online sales channel.
Approach
Set-up of a Shopify store and strategic and operational management of the channel.
Result
Online shop revenue doubled from €1m to €2m within one year.

Shop revenue · within one year

€1m → €2m

before€1m
after€2m

Areas of expertise

  1. 01

    CRM transformation & solution architecture

    From gathering requirements in the discovery workshop and defining the target architecture to rolling the system out to the team.

  2. 02

    Migration & integration

    Moves from Salesforce, Microsoft Dynamics, Zoho and SAP, plus integrations with Business Central and Shopify.

  3. 03

    Process analysis & BPMN 2.0

    Documenting business processes, modelling them in BPMN and translating them cleanly into the CRM.

  4. 04

    Revenue operations & automation

    Lead-to-client processes, customer journeys and reporting across marketing, sales and service.

  5. 05

    AI & agentic workflows

    API and AI-based extensions for HubSpot, including agentic workflows with internal and external language models.

  6. 06

    Regulated industries & data protection

    I build data residency and compliance into the architecture from the start, drawing on my experience as an internal data protection officer.

Certifications

A selection. The full list is on LinkedIn.

HubSpot Academy
Solutions Partner · Implementation for Partners · Platform Consulting · Data Integrations · Salesforce Integration · Service Hub Software · Frictionless Sales · Email Marketing · SEO · HubSpot Trainer · AI Essentials for Partners · Breeze Essentials Partner Badge
AI & compliance
Anthropic – Building with the Claude API, Model Context Protocol, Agent Skills · EU AI Act Compliance Masterclass · GDPR essentials (DSGVO kompakt)
Other
Google Ads Search · Bloomreach Engagement Crash Course · Delivering Client Success

Contact

The quickest way to reach me is by email or on LinkedIn.

Would rather play American football than poker.

kontakt@p-⁠schirmer.net

Gernsbach, Germany

For CRM and RevOps project enquiries, visit schier-mehr.de