Portrait of Nicolas Schneider

Consultant · Salesforce, Azure & AI · 4brands Reply

Nicolas Schneider

I build CRM solutions, data pipelines, and AI applications on Salesforce and Microsoft Azure, from field-sales automation to document and voice AI.

My background in applied mathematics shows up in how I work: benchmarks before model choices, test matrices before rollouts, and numbers I can back up.

  • 5systems built end to end on my own, from Salesforce to Azure
  • ~600more at-risk store visits reached with the same capacity (backtest)
  • 94.6%field accuracy in my benchmark of vision models for receipts

Selected Work

Case studies from client and internal projects. Client and product names are changed or left out.

Salesforce · Azure · Applied AI

Document AI for field sales: from photo to reviewed CRM data

Two Salesforce apps that turn photographed drinks menus and expense receipts into CRM records. A vision model reads the document, deterministic code checks and matches it, and nothing is written until a person has reviewed it.

  • 94.6% field accuracy on 347 public receipts
  • 8 days from plan to first accepted expense flow
  • Salesforce LWC
  • Apex
  • TypeScript
  • Azure Container Apps

Azure Data Factory · Azure SQL · Salesforce

Perfect Store: scoring store visits in Azure and syncing results to Salesforce

Every store visit gets a Perfect Store score: configurable checks, points per threshold, and a traffic light. I built the calculation as an Azure Data Factory and Azure SQL pipeline that reads from Salesforce and writes the results back reliably.

  • 9 Salesforce objects refreshed per run
  • 4 result types written back through one outbox queue
  • Azure Data Factory
  • Azure SQL
  • T-SQL
  • Change Tracking

Salesforce · Power BI · Microsoft Entra ID

Power BI inside Salesforce: no second login, row-level security that holds

Sales users wanted their Power BI reports directly on Salesforce records, filtered to the customer they're looking at. I built an embedding where Apex brokers the Power BI token, so users never sign in twice and no secret reaches the browser.

  • 1 sign-in: no second Microsoft login
  • 0 secrets in the browser
  • Lightning Web Components
  • Apex
  • Power BI REST API
  • Power BI JavaScript SDK

Azure Functions · Data Factory · Salesforce

Sales targets: moving target tracking from Salesforce to Azure

Field reps have targets such as visits, distributed products, or custom KPIs. I moved the calculation of their actual values to Python Azure Functions and Azure SQL, orchestrated by Azure Data Factory, and wrote the results back to Salesforce.

  • 3 target types: count, sum, and admin-defined SQL
  • 2 Azure Functions running in parallel per run
  • Python
  • Azure Functions
  • Azure Data Factory
  • Azure SQL

Salesforce · Email deliverability

Signed order PDFs from Salesforce, and why some emails never arrived

When a field rep closes an in-store order, Salesforce now generates a branded PDF with both signatures and emails it to the right people. Getting it to actually arrive meant diagnosing SPF, DKIM, and DMARC.

  • ≈ 0% of emails DKIM-aligned with the sender domain at diagnosis
  • 3 PDF templates, chosen by order type
  • Apex
  • Salesforce Flow
  • Visualforce PDF
  • Custom Metadata

Realtime AI · SAP Sales Cloud · Team project

Debugging a realtime voice agent that degraded in long sessions

A German voice assistant for field sales got noticeably worse after 10–20 minutes of use. As part of the project team, I worked on tracing the problem through production logs to a browser speech-state bug and on making the agent's CRM writes verifiable.

  • 24% → 55% cancelled responses before the investigation
  • 3 / 3 speech hints after the fix (before: 1, 1, 2)
  • OpenAI Realtime API
  • LiveKit
  • TypeScript
  • Node.js

More work

AI infrastructure

Benchmarking a local AI workstation

Set up a desktop AI system with vLLM behind an OpenAI-compatible gateway and measured throughput, tool calling, and fine-tuning, reaching 255 tokens/s at 100 parallel requests. A QLoRA fine-tune lowered accuracy, so I recommended the base model.

Optimization · ML

Prioritizing store visits with data

Backtested a risk model that decides which store visits get extra preparation time. With the same 20% capacity, it reached about 597 more at-risk visits than random selection (precision 88.5% vs. a 49.4% base rate, ROC-AUC 0.813).

Data platform

Promotion calendar automation

Replaced a manually maintained Excel promotion calendar with a pipeline from the Fabric lakehouse through Power Automate to a VBA generator. It builds the calendar workbook automatically every weekday at 3:30.

Experience & Education

Since July 2025, I’ve worked as a Consultant at 4brands Reply, following a working student role with the same team. My work combines CRM development, data integration, analytics, and AI.

Before that, I worked on language models at Diamant Software and researched multimodal data integration for industrial maintenance at Fraunhofer IPT. Alongside client work, I explore machine learning and optimization through my own projects.

Side Projects

Personal and university projects in machine learning, optimization, and software engineering.

Simplex LP Solver Suite

A linear programming toolkit in Python: a two-phase Simplex solver with step-by-step tableaus, 2D/3D visualizations, sensitivity analysis, and a natural-language interface powered by an LLM.

  • Python
  • NumPy
  • SciPy
  • Streamlit

Linear Regression & Neural Network in C++

A full-stack application for training and visualizing a linear regression model and a feedforward neural network, with a C++ engine, a Node.js backend, and a React frontend.

  • C++
  • OpenMP
  • Node.js
  • WebSockets

Bee Algorithm TSP Optimizer

A nature-inspired metaheuristic for the Traveling Salesman Problem, implemented in Python for visualization and in C++ for performance, with a MATLAB animation of the search.

  • Python
  • C++17
  • MATLAB
  • NumPy

Skills

My work spans Salesforce applications, data pipelines, and AI services, from business workflows and API design to deployment, testing, and model evaluation.

Salesforce & CRM

Build CRM interfaces and workflows, connect external services, and validate business rules in Salesforce.

  • Consumer Goods Cloud
  • Apex & SOQL
  • Lightning Web Components
  • Salesforce Flows
  • REST & Bulk APIs
  • Power BI embedding

Data Engineering & Analytics

Build SQL-backed integration pipelines and Fabric lakehouse transformations, including incremental loads and data reconciliation.

  • Azure Data Factory
  • Azure SQL / T-SQL
  • Microsoft Fabric
  • Delta Lake
  • ETL / ELT
  • Stored procedures

Backend & Integration

Develop APIs and background workers with durable queues, retries, idempotency, and transactional data updates.

  • TypeScript / JavaScript
  • Node.js & Express
  • C# / .NET
  • PostgreSQL
  • OAuth 2.0
  • Asynchronous processing

Applied AI & Document Processing

Integrate vision models into document workflows with structured extraction, schema validation, and human review. Apply a background in language models and multimodal RAG.

  • Vision-language models
  • Structured outputs
  • JSON Schema
  • RAG & LlamaIndex
  • PyTorch & Transformers
  • Python

Local AI & Model Evaluation

Set up local inference environments and benchmark answer quality, tool calling, throughput, and latency. Run QLoRA experiments and compare results against the base model.

  • vLLM
  • LiteLLM
  • QLoRA / Unsloth
  • LLM benchmarking
  • Docker Compose
  • Grafana & Prometheus

Cloud Delivery & Reliability

Package and deploy API and worker services, build delivery pipelines, and verify changes with automated tests and operational checks.

  • Azure Container Apps
  • Azure Service Bus
  • Azure Blob Storage
  • Key Vault & managed identity
  • Azure DevOps pipelines
  • Terraform
  • Git & Docker
  • Apex tests & Jest

Further technical foundations: applied mathematics and optimization, C++, MATLAB, pandas, NumPy, scikit-learn, data visualization, Elasticsearch, React, and HTML/CSS.

Writing

Contact

I’m happy to talk about CRM and data integration, applied AI, or a project you’re working on. Email is the fastest way to reach me.