Meet the Certified CRM Consultants Behind AspenTech CRM
Marshall Knapp – Act! Certified Consultant | Zoho One Certified Consultant
Marshall grew up with Act! in the family. He started working with his father (Greg) while in high school and became an Act! Certified Consultant in 2003, around the time of his college graduation. Later, Marshall became a Zoho Certified Consultant. In 2017, after an extensive training program in Chennai, India, Marshall became Zoho One Certified.
Marshall is an expert at asking the right questions to fully understand how an organization will benefit from a CRM solution. He then brings all the pieces of a custom CRM solution together and makes it look effortless to the client in the process. Marshall is skilled in thinking ‘outside the box’ to create practical Act! and Zoho solutions that work.
Connect with Marshall on LinkedIn
Maggie Styes – Account Manager
Maggie is our Act! subscription specialist, in addition to handling sales inquiries from new and existing clients. With over 10 years of previous experience working with sales and marketing teams in the automotive industry, she has a true knack for helping clients determine their needs and find realistic solutions. Maggie will take the time to listen to client’s problems and pitfalls and is excellent at asking the right questions to determine the best CRM solution for their business.
Connect with Maggie on LinkedIn
Wendi Corteville – Zoho Consultant
Wendi came to AspenTech CRM with a wealth of experience in all aspects of small and medium-sized business operations, including social media marketing, project and resource management and sales forecasting. She brings to our clients a passion for sharing the many ways the Zoho family of products may be used to improve efficiency and effectiveness.
Connect with Wendi on LinkedIn
Kelly Solomon - Act! Certified Consultant
Kelly joined AspenTech CRM after many years of practical hands-on Act! administration experience. In early 2018, Kelly became an Act! Certified Consultant. Having a background in project management and quality control, Kelly has the ability to understand customer processes and custom needs, with an eye for detail. She is a certified Six Sigma Green Belt (DMAIC). Kelly manages our training programs and works with clients to design their CRM systems to fit special requirements.
Connect with Kelly on LinkedIn
Tracy Sorrentino - Zoho Consultant
Tracy came to AspenTech bringing years of training and analytical experience in sales, marketing, healthcare, and education. Her previous CRM design, analysis and training experience give her the skills to anticipate client needs, minimize gaps in the design process, and educate clients on all facets of their Zoho implementation.
Connect with Tracy on LinkedIn
Clay Weatherford - Act! Certified Consultant | Zoho Consultant
Clay joined AspenTech CRM in 2019, bringing a wealth of CRM, sales and marketing knowledge with him. Clay’s education includes an undergraduate degree in international marketing and a MBA with emphasis on business process consulting and sales / marketing. He began his career in the economic development space, working with clients ranging from small municipalities to large government entities, implementing CRM systems to manage marketing and lead generation projects. This included overseeing budgets, staff, and contractors relating to those initiatives. It’s here that Clay’s love of CRM began.
Clay’s background in sales and marketing and extensive knowledge of effective CRM best practices is what sets him apart from the crowd of general tech focused consultants. He will help you create a plan, execute it properly and efficiently, while making it fun and engaging along the way.
Connect with Clay on LinkedIn
Seth Medina - Act! Consultant
Seth was a Software Support Specialist for one of the best winter ski resorts in Southwest Colorado before joining the AspenTech CRM team. He has acted as administrator and support for a myriad of different software employed within the hospitality industry, giving him the tools and skill set needed to troubleshoot even the most difficult of technical problems, while also providing diligent customer care. Seth is a problem solver who enjoys using critical thought to quickly diagnose problems and provide a clear path forward for all clients.
Connect with Seth on LinkedIn
Theresa Eicher – Office Manager
Working alongside each member of our team, Theresa wears many hats. She coordinates the registrations for our training webinars, upcoming events, daily client calls and accounts receivable. Customer service is her top priority. If you have contacted our office, you have spoken to Theresa! Prior to joining AspenTech CRM, Theresa gained 16 years of management experience in the fast-paced dental industry.
Connect with Theresa on LinkedIn
Stacy Metcalf – Zoho Consultant
Stacy is a Project Management Institute PMP certified project manager with a background in business process improvement and B2B marketing. Stacy came to AspenTech CRM with more than 11 years of experience in utilizing technology to increase efficiency and solve complex problems. She knows that no single approach is right for every company, so she helps craft solutions utilizing Zoho products to increase productivity, enhance everyday business processes, and increase revenue
Connect with Stacy on LinkedIn
Phil Woodcock – Act! Certified Consultant
Phil joined AspenTech CRM twenty years after founding his company, Woodcock and Associates. Along the way, Phil gained valuable experience in sales and marketing. Phil started coaching clients on Act! 2.0 and became an Act! Certified Consultant in 1998. Phil’s goal is to make his clients and their organizations more efficient and productive by leveraging the power of their Act! CRM system. He succeeds by listening to their needs, customizing Act! to meet their goals, then training them on process improvement so that Act! is integrated into their day-to-day activities.
Connect with Phil on LinkedIn