Josh Margolis

Josh Margolis

CRM, ERP & eCommerce Integration Specialist

Location
Columbus, Ohio Area
Industry
Information Technology and Services

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Josh Margolis's Overview

Current
  • President at CRM INSIGHTS, LLC
Past
  • NetSuite Specialist at MD Technical Resources, Inc.
  • Vice President, Marketing and Computer Services at JMB Realty Corporation
  • Director, Corporate Systems and Programming at Encyclopaedia Britannica, Inc.
  • Vietnamese Voice Intercept Operator at U.S. Air Force Security Service (USAFSS), 6990th Security Squadron
Education
Connections

500+ connections

Websites

Josh Margolis' Summary

I help people use CRM, accounting/ERP and eCommerce technology to meet their customers' expectations. These people are frustrated because they can't get the information they need to meet their customers' expectations.

Typically, my CRM clients are:
• 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.

Often businesses that started with Quickbooks or some other small business accounting application have outgrown its capabilities. Using the power of cloud computing, NetSuite provides CRM, ERP and eCommerce in one package. The combination of speed, cost-effectiveness and superior manageability helps my clients save time and money every year.

What is distinctive about my approach is that regardless of the software application selected, I do not regard technology itself to be a business strategy.

Specialties: Proficiencies:
• Certified NetSuite One World Solution Provider
• Intacct
• Expensify
• SugarCRM
• ACT! Certified Consultant since 1992
• Salesforce.com
• Nimble Partner

Josh Margolis' Experience

President

CRM INSIGHTS, LLC

Privately Held; Myself Only; Information Services industry

1991Present (23 years) Columbus, Ohio Area

Responsible for business development, project management, and project implementation.
• NetSuite OneWorld Certified
• Intacct Certified
• SugarCRM Certified
• Certified as SalesLogix business partner at Enterprise level in February, 1997.
• ACT! Certified Consultant since 1992.

NetSuite Specialist

MD Technical Resources, Inc.

June 2006December 2009 (3 years 7 months)

Vice President, Marketing and Computer Services

JMB Realty Corporation

Real Estate industry

September 1984October 1991 (7 years 2 months)

Responsible for Marketing, Computer Services and Systems. Managed marketing sales programs for new financial products.

Director, Corporate Systems and Programming

Encyclopaedia Britannica, Inc.

Privately Held; 201-500 employees; Publishing industry

February 1975October 1983 (8 years 9 months)

Vietnamese Voice Intercept Operator

U.S. Air Force Security Service (USAFSS), 6990th Security Squadron

March 1966February 1970 (4 years)

Josh Margolis' Skills & Expertise

  1. NetSuite
  2. Intacct
  3. SugarCRM
  4. Salesforce.com
  5. SaaS
  6. Information Technology
  7. Lingerie Model
  8. Leadership
  9. ERP
  10. Enterprise Architecture
  11. CRM
  12. Marketing
  13. Solution Selling
  14. E-commerce
  15. Sales
  16. Forecasting
  17. Cloud Computing
  18. Start-ups
  19. Training
  20. Enterprise Software
  21. Sage CRM
  22. Business Strategy
  23. Strategy
  24. Executive Management
  25. Outsourcing
  26. Program Management
  27. Business Intelligence
  28. Human Resources
  29. Project Management
  30. Business Process
  31. Professional Services
  32. Strategic Partnerships
  33. Management Consulting
  34. Lead Generation
  35. Consulting

View All (35) Skills View Fewer Skills

Josh Margolis' Education

The University of Chicago Booth School of Business

MBA, Finance, International Trade

19721973

Black Belt Sales System

Von Steuben

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