
Leonardo Jadue Cassis
Product Manager Microsoft Dynamics

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About me
Commercial Director | 20+ years in Digital Transformation, CRM, Power Platform & Azure | Microsoft Certified Trainer | Leader in advanced tech solutions for national & international companies.
Education

Pontificia Universidad Católica de Chile
2007 - 2008MBA UC MBA UC
Universidad Nacional Andrés Bello
2003 - 2006Ingeniero Civil Industrial Producción y Logistica
Universidad Nacional Andrés Bello
1996 - 2003Industrial Engineering
Experience

Microsoft
Jan 2006 - Feb 2007Product Manager Microsoft DynamicsResponsible for supporting the commercial area with RFIs, RFPs, and responses to business proposals, collaborating with both Microsoft’s sales team and the Partner Channel across the South Cone (Argentina, Chile, Peru, Paraguay, Uruguay).Technical Pre-sales Leadership: Led technical discussions and product demonstrations for Microsoft Dynamics CRM, Dynamics Great Plains, and BI Performance Point (SharePoint 2007) to prospects and clients.Event Coordination & Presentations: Organized and participated in workshops, seminars, and webinars, showcasing product capabilities and engaging with prospects and clients to drive solution adoption.Channel Support & Training: Provided pre-sales support to business partners, assisting with product demonstrations, marketing events, and pre-sales activities to ensure successful business outcomes.Strategic Sales Cycle Management: Managed the entire pre-sales process, including strategic decision-making and coordination of commercial cycles, ensuring the closure of deals under optimal commercial conditions.Training & Certification: Trained and certified over 90 consultants from the Partner Channel in Dynamics CRM, enhancing the overall capacity and service offerings of Microsoft’s ecosystem in the region. Show less

Protab Soluciones
Feb 2007 - Nov 2008Product ManagerLed the design and development of products and services based on Microsoft Dynamics CRM. Responsible for generating demand through strategic events and presentations tailored to the Retail, Banking, Finance, and Manufacturing sectors.Designed and coordinated events to showcase the capabilities of Microsoft Dynamics CRM, both in public forums and at client offices.Conducted product demonstrations and presentations, highlighting the functionalities and business benefits of the Microsoft Dynamics CRM platform.Managed the CRM project team, ensuring the successful delivery and implementation of solutions aligned with client needs. Show less

Ultragestion /Ultramar
Nov 2008 - May 2011Director de serviciosLed the Business Consulting division representing the Microsoft Dynamics CRM and Microsoft Dynamics Axapta brands. Developed and executed the Marketing, Commercial, Financial, and Operational plans for the business unit, approved by the Board for 2009 and 2010.Directed the business unit's strategic planning, ensuring alignment with corporate goals and market needs.Designed and implemented business plans to enhance market presence and service delivery.Negotiated prices and service agreements with suppliers and clients, optimizing the business unit’s profitability and service quality. Show less

AlfaPeople
Mar 2011 - Jul 2012Director de ventasLed the commercial area for the Microsoft Dynamics CRM and Dynamics AX brands, focusing on national business development while reporting to the Country Manager and VP of Latin America.Managed the commercial team and directed marketing, sales, and operational continuity plans.Drove the commercialization of Dynamics AX, CRM, and SharePoint for new and existing clients in Chile, Argentina, and Peru.Negotiated prices and service agreements with suppliers and clients.Established and led the CRM division for Chile, advising companies on CRM and ERP solutions. Show less

XGOLD IT SpA
Jul 2012 - nowDirector de ventasLeading the commercial department representing Microsoft Dynamics CRM and SharePoint, with expertise in Power Platform, Dynamics CE Sales, Dynamics CE Service, Dynamics CE Field Service, and Power Virtual Agent (Classic Chatbot). Responsible for defining and designing vertical business solutions tailored to industries such as Retail, Real Estate, Education, Professional Services, Recruitment, Automotive, and Government.Oversaw the creation, tracking, and closing of commercial proposals and contracts, including price negotiation and service delivery.Managed relationships with clients, brands, and suppliers, ensuring alignment with business goals.Advised mid-sized and large enterprises on selecting and implementing business solutions based on Microsoft Dynamics CRM, ERP, and the Power Platform. Show less

AlfaPeople
Jan 2023 - Jun 2024Power Platform & CRM ManagerReporting directly to the CEO, the CRM Director supervises both Project Managers and CRM Consultants. The primary objective of this role is to lead the CRM department, ensuring optimal resource utilization and the achievement of both financial and operational objectives. A critical part of the role involves preparing commercial proposals for Dynamics CE, Power Platform, and Azure. Key responsibilities encompass meeting budget and invoicing targets, fostering and maintaining client relationships throughout projects, planning for and evaluating staffing needs, and overseeing timelines and scopes for CRM projects. Furthermore, the CRM Director is tasked with ensuring strict adherence to security, quality, and environmental standards. In terms of authority, the director has the discretion to approve vacations, assess and optimize departmental efficiency, initiate new projects, and make critical staffing decisions. Show less
Licenses & Certifications
- View certificate

MCPS: Microsoft Certified Professional
MicrosoftFeb 2016 
MICROSOFT CERTIFIED TRAINER
MicrosoftFeb 2014
Microsoft Dynamics CRM 2013 Applications
MicrosoftJun 2014
Microsoft Dynamics® CRM 2011 Customization and Configuration
MicrosoftMay 2012
Microsoft Dynamics® CRM 2011 Applications
MicrosoftFeb 2013
Microsoft Dynamics® CRM 2011 Installation and Deployment
MicrosoftApr 2012
Microsoft Dynamics™ CRM 3.0 Installation & Configuration
MicrosoftNov 2006
Microsoft Dynamics CRM 4.0 Installation and Configuration
MicrosoftFeb 2009
Microsoft Dynamics™ CRM 3.0 Applications
MicrosoftJun 2006
Microsoft Dynamics™ CRM 3.0 Customization
MicrosoftAug 2006
Languages
- inInglés
- esEspañol
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