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Your Trusted Advisor

Jörg Stefan is an advisor, management, business and IT consultant and project manager. He has more than 20 years of professional experience in CRM and CEM. As a CRM enthusiast and expert in strategy, operationalization but also implementation and operation of customer management programs, his focus is on increasing Customer Lifetime Value (CLV) and Customer Experience (CX).

His roots are in marketing communications - from planning a cross-media customer journey to automated and tool-supported implementation. Through his studies in communications, he also learned about the strategic aspects of successful customer management and increased his focus on customer engagement. In his roles he has supported numerous national and international retail companies in building and optimizing their CRM and loyalty strategy.

As director, Jörg was responsible for the Customer Management business unit and supported together with his team numerous implementations of technical solutions to optimize CRM and marketing automation processes. In doing so, he relies on solutions from Microsoft (D365), Salesforce, but also Zendesk and other providers. In addition to his work, he was a lecturer for several years at the Bavarian Academy for Advertising and Marketing for the subject Dialog Marketing, a speaker at Management Circle and a seminar leader at the Siegfried Vögele Institute.

Jörg joined AdEx Partners in September 2021 as an Associate Partner in the Customer Centricity division. Besides working on projects and for our clients, he is passionate about being an integral part of the Customer Centricity and Retail Hood. He brings his enthusiasm for new customers and sales to the Sales Hood.

Learn more about Jörg's focus areas at AdEx Partners


  • Project Management:
    Project management, budget controlling, stakeholder management, negotiations & contracting
  • Strategy & Conception:
    CRM/loyalty strategy, business planning, CX strategy, customer engagement planning, sales and distribution optimization, customer care set-up, CLV optimization
  • Technology:
    Technology selection CRM / BI / Reporting / Marketing Automation, Business Process Design, Implementation
  • Marketing & Communication:
    Marketing strategy, campaign planning, cross-media communication, trade marketing, clubs & loyalty, digital marketing
  • Customer and marketing analysis
  • Market research


  • Retail, Wholesale & Trade
  • Consumer Goods
  • Professional Services
  • Communication
  • Direct-to-Consumer-Business
  • Logistics


  • Graduate Commuications Economist
  • Certified Negotiator
  • Salesforce Accredited Sales Professional
  • Microsoft Dynamics Presales Technical Specialist