For over twenty-five years, Alan Lee has helped organizations effectively use technology to reach their sales and marketing goals. He was the Midwest’s first Salesforce business partner as well as currently certified in Salesforce and Act! A Microsoft Certified Professional, Alan is a founding member of the Chicago Computer Society and the Complete CRM Solution. Mr. Lee works on various CRM systems daily including: Salesforce, Act! and OAK!Merge.
Alan founded E Tech Systems in 1988 to specialize in automating sales forces and has helped 1000’s of organizations improve their sales and marketing and migrate data from one CRM to another.
OAK!Merge, owned by E Tech, is the leading data import/export tool for ACT! www.oakmerge.com
In December 2011, Fort Knox Data Migration Services was organized to focus on converting CRM databases into Salesforce and quick start implementations for small organizations.
Alan is also the founder, President, and Chief Technology Officer for The Hurdle Group. The Hurdle Group provides online and on-premise Loan Pricing models, for commercial loans.
Prior to E Tech, Mr. Lee was the Director of Sales for VMX, Inc., where he helped invent and patent the original “voicemail” system; and a Systems Engineer and Sales Engineer at Data General. Alan earned an MBA from Michigan State University.
Alan is active on the Board of several start-ups and not for profit organizations.
♦ Implementing CRM systems that are well used
♦ Data conversions and CRM data migrations
♦ Commercial Loan Pricing Models for banks and credit unions
♦ Creating powerful lead generation and meaningful tracking
♦ Implementation of dynamic marketing campaign automation
♦ Sale force automation made simple
♦ Helping Startups; Board of Director Member
Get more info or contact us at
www.fortknoxDMS.com for Salesforce implementations and data migrations, 1-847-960-3914
www.etechsys.com for ACT! info , 1-847-352-4770
www.hurdlegroup.com for Commercial Loan Pricing Model for Banks, 1-847-380-2460
www.TheSchoolOfBanking.com for the podcast with insights for bankers
www.oakmerge.com for the ACT import export utility