
President & CEO at CRM Innovation LLC
Kansas City, Missouri Area

President & CEO at CRM Innovation LLC
Kansas City, Missouri Area
1 more...
Jerry Weinstock, President and CEO, has the energy and vision of a true entrepreneur. His 20+ years’ experience includes a broad mix of business development, sales and sales management, hardware and software technical competency, and marketing know how.
Jerry has successfully launched three companies based on new economy principles.
• In 1996 Jerry was one of the first to develop a for-profit HTML based e-mail newsletter targeting a niche marketplace.
• At the height of the dot-com craze, he sold a permission-based e-mail newsletter business (AutoIdeas.com) for a niche market for the rate of $33 per name – a rate that was previously unthinkable.
• Jerry has been recognized for his professional contributions and served on the Board of Directors of the American Marketing Association - Kansas City Chapter as the President and VP of Interactive Services from 2001 through 2005.
• In 2008 he became the President of the Kansas City Chapter of the International Association of Microsoft Certified Partners, an international organization. Jerry was one of the founding members of the chapter.
• He has spoken on the subjects of e-mail marketing, technology integration for small business and fighting spam to professional associations, including marketing, security, and building construction associations, and at technology industry trade shows.
• In 2002 Jerry became the first and ultimately only Kansas resident to successfully file 12 lawsuits against bulk mailers that spammed iBizInitiatives with unsolicited mail. To chronicle the successful lawsuits and educate other people, he created the Web site – KansasNoSpam.com.
• In 2004 he formed the Kansas City Chief Marketing Officers Group which is based on exchanging ideas and driving results. The KCCMO has now gone web 3.0 and is a Linkedin group.
Microsoft Certified Business Management Solutions Specialist–Applications for Microsoft Dynamics CRM
Microsoft Certified Business Management Solutions Specialist - Customization for Microsoft Dynamics CRM
Microsoft Certified Business Management Solutions Specialist - Installation & Configuration for Microsoft Dynamics CRM
Microsoft Small Business Specialist
(Computer Software industry)
May 2008 — Present (1 year 3 months)
CRM Innovation LLC is a Microsoft Gold Certified. We develop add-ins for Microsoft Dynamics CRM 4.0.
Our latest product - Web2CRM - is a visual form developer that allows CRM users to create a form for their website for any corresponding Dynamics CRM 4.0 entity. The visual form designer reads the metadata from the CRM database and creates a facsimile of the CRM form in the design tool. Using Microsoft’s Silverlight 2.0 software with a drag and drop environment allows the CRM user to visually create the form without any programming required. Web2CRM is a Software Plus Services (S++S) application.
InLine Help provides guidance to a CRM user when they are filling out CRM forms by allowing the creation of custom tooltip messages that are displayed on mouseovers of labels or controls.
AutoNumber is an add-on product that can create a unique, easy to read reference number for records in the CRM system.
(Information Technology and Services industry)
January 2000 — Present (9 years 7 months)
As a Microsoft Gold Certified Partner - Dynamics CRM, we help small and medium size businesses use technology to accelerate their sales and marketing process with Microsoft Dynamics CRM 4.0 system design and implementation and Internet Strategy development and execution.
As a Microsoft Gold Certified CRM Business Solutions Partner and a Microsoft Small Business Specialist we have designed, implemented, and supported many successful Microsoft Dynamics CRM installations. Not only do we do a Gap Analysis to determine if the software will work in your organization, but we can do the implementation, customization and training required to create a successful user experience.
iBizInitiatives was built to help companies with 10 to 1,000 employees use traditional sales and marketing processes in today’s high-tech world. We help our clients build proven strategies that connect sales and marketing with technology, while streamlining processes for increased revenue and healthy growth.
MS , Transportation Engineering , 1974 — 1975
BS Business Administration , 1970 — 1974
waterskiing, Microsoft Dynamics CRM, Microsoft Dynamics CRM add-ins, business strategy, fighting spammers
President - International Association of Microsoft Certified Partners (IAMCP) - Kansas City, President, Kansas City Chief Marketing Officer Group - Founder, American Marketing Association - Past President - KC Chapter, partner compete, Microsoft CRM Members, KCSMB, ECJC, GoBizKC, IAMCP (International Association of Microsoft Partners), Microsoft Dynamics Consultants,
* Chanel Pro Magazine - Markting 24/7 - August 2007 - http://www.channelpro-digital.com/channelpro/20070708/?pg=42&pm=2&u1=friend
* Redmond Channel Partner Magazine -
Should You Jump into CRM? June 2007 http://rcpmag.com/columns/article.aspx?editorialsid=1759
* Redmond Channel Partner Magazine - Turning the Corner - February 2007 http://redmondmag.com/features/article.asp?EditorialsID=682
* Eagle Scout
* President - KC Chapter of the American Marketing Association - 2004
* Founder - Kansas City Chief Marketing Officer Group
* Microsoft Small Business Specialist
* Microsoft Certified Partner Customer Relationship Management