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Staff Profiles

Staff Profiles

Alan M. Lee, President, Certified Consultant

Alan Lee is an active Senior Staff Consultant as well asthe founder and president of E Tech Systems.  Alan is recognized as a leading authority on sales force automation.  He is personally certified as a consultant by ACT!, Swiftpage; InBound Marketing; SalesLogix, and Microsoft.  He is a frequent speaker at conferences and has written articles on sales force automation topics.  Among the clients with whom he has personally worked are Ameritech, GE Medical Systems, Motorola, Harris Bank, Chicago White Sox, United Way, Johnson Controls, and other Fortune 1000 Corporations.  Alan received his MBA from Michigan State University. View his blog at www.alanmlee.com.

Steve Atkins, Certified Consultant

Steve Atkins is a Senior Staff Consultant with E Tech. He implements data migrations as well as does any needed customizations, imports and programming. One the first consultants to be hired by E Tech, Steve is certified by SalesForce, SAGE ACT!, SwiftPage, and a Microsoft Certified Systems Engineer (MCSE). He is a frequent project manager for E Tech projects. He brings a wealth of sales force automation experience to his projects.

Joshua D. Margolis, Certified Consultant

Josh Margolis is a Senior Staff Consultant. He teaches classes on SalesLogix, ACT!, and NetSuite as well as does any needed customizations and programming. Josh is a certified ACT! Consultant, an Enterprise Certified SalesLogix consultant, and a Crystal Reports expert. Josh received his MBA from the University of Chicago.