Team

Josh Margolis, President
I help my clients overcome the number one obstacle to a successful customer relationship management (CRM) implementation: lack of employee adoption. This means they can better manage their sales and marketing processes to gather the relevant and timely information they need to make critical business decisions.

Typically, my clients are:
• Frustrated because their CRM system is slow, cumbersome and difficult to use.
• Challenged working with multiple systems that they’ve bolted together to run their business.
• Struggling to produce an accurate, timely sales forecast.
• Aggravated with training hurdles and low employee adoption of their CRM system.
• Disappointed with opportunities falling through the cracks.

By implementing an appropriate Customer Relationship Management system, my clients can:
• Be confident that the information they are getting from their salespeople gives them an accurate view of where they are with each prospect.
• Identify prospects in danger of being lost early enough for a sales manager to effectively intervene.
• Objectively track the process of a sales opportunity.
• Determine whether poor sales performance is due to ineffectiveness, lack of effort or a combination of the two.
• Get accurate forecasts based on objective information.
• Effectively assess where they should be spending their time.
• Systematically identify the recurring problems affecting the salespeople. Develop clear strategies to help overcome them.

What is distinctive about my approach is that I believe that technology itself is not a business strategy. I help my clients implement best practices by following successful sales processes or model their company’s unique methodology within the system.