Date: 20.10.2025 (2025-10-20)
Felix Kreuzer (20.10.2025) • https://www.linkedin.com/in/felix-kreuzer-2aa1a8163/ • Regional Sales Manager (Microsurgery Sales)
Context: • What are your main tasks? • • Team size and which roles? • One HQ and individual Sales and Service Gesellschaften • 140 Leute • Departments: • 90 Sales & Service (30 Sales; 60 Service) • 10 IT • 10 HR • 10 Rechungswesen & Controlling • 10 Sonstige • HQ produces device and sells it to the Landesgesellschaft • Which tools are they using? • SW would come from HQ • They have local IT but HQ is dominating • Sales: • CRM -> SAP; Outlook • Service • + MobileX (FSM; Einsatzplanning) • They have the Aufträge in the system • Accounting & Finance: • Central: Controlling & Finance -> Produktion • Locally: • Rechnungen, Budgets • Assignment of devices to different Areas • He does budgeting in Excel • Jahresabschluss • Notes: • Was at Bosch before • Zeiss • Microscope • Stakeholder: doctor, OP personal, anwender, IT • Intro to Head of Finance of AirUp • His challenge: • Document during being on the road • He documents in Teams by sending himself messages -> then he puts it into the CRM manually -> he has to do everything manually -> huge pain -> Schattendatenbanken entstehen (CRM is not at all up to date)
His Experience & Current Practices • Day-to-day reality: What are the most admin-heavy processes in his finance role (invoices, reconciliations, reporting, payroll, compliance, audits)? • • Is he automating today? If yes, which tools (Excel macros, Zapier, RPA, ERP features)? • If yes: who does it? Which tools? What works? What does not work? • • If no, why not (cost, complexity, lack of time, no clear ROI)? • • More processes to automate: • • Other automations from other people / departments: • • Legacy systems: does he deal with them (accounting tools, banking interfaces, HRIS, ERP)? How painful are integrations? • CRM & Excel have an integration • -> more in Produktionsarea (they have one CRM) • API between CRM and CPQ (Configuration Prices Quoting) does not work -> he can configure a product -> he would like to document it in the CRM -> ideally he would configure it and send to proiduction • Successes & frustrations: if he had a “magic wand,” what would he automate first? • • Ask if he can introduce you to 3 peers in similar roles (finance leads in other startups). • Other: • Pitch: Leute sollen sich nur auf die komplexen Themen fokussieren -> same wie bei Vara
Ask questions around legacy software and automation efforts
Ask for intros (coffee chats) • Head of Finance AirUp • Zeiss Accounting • Innovation person