Business Details
32 Years
experience
Expert CRM & AI Consulting Services
The Marks Group has been a trusted leader in CRM and AI consulting since 1994. Our team of certified experts specializes in implementing cutting-edge solutions from Zoho, Microsoft Dynamics, HubSpot, Salesforce, Microsoft Copilot, and Google Gemini to help businesses grow sales, improve productivity, and increase profits. With over 30 years of experience and a client base of more than 600 companies nationwide, we combine deep technical expertise with personalized service to deliver measurable ROI.Our proprietary methodologies and focus on training ensure clients maximize their software investments. As a Forbes columnist and industry thought leader, Gene Marks drives our commitment to innovation and client success through regular speaking engagements, publications, and educational resources.
Services
CRM Consulting
AI Implementation
Software Integration
Training Programs
Support Services
Product Comparison
Webinars
Newsletters
Blog Content
Consulting Services
Details
- Year established: 1994
Highlights and features
- We have over 30 years of specialized CRM and AI consulting experience
- Our team holds certifications in leading platforms including Microsoft Copilot and Google Gemini
- We deliver personalized implementation strategies tailored to business needs
- We provide free educational resources including webinars, blogs, and whitepapers
- We serve over 600 clients nationwide with proven success metrics
Services
CRM Implementation
Our certified consultants implement leading CRM platforms tailored to business needs. We handle project planning, configuration, customization, integration, and ongoing optimization to ensure maximum ROI. Clients receive comprehensive training and support for long-term success with their chosen CRM solution.
AI Office Productivity
We help businesses leverage Microsoft Copilot and Google Gemini to enhance productivity. Our services include feature walkthroughs, process integration, implementation planning, team training, and regular updates to maintain competitive advantage through AI-powered workflows.
CRM Research
Our research services help businesses identify optimal CRM solutions through hardware/software assessments, product demos, needs analysis, and independent vendor recommendations using proprietary databases and 30 years of industry expertise.
Training Programs
We provide onsite and online training for CRM and AI platforms, covering best practices, advanced features, and workflow optimization. Our programs ensure all users and administrators maximize software capabilities for improved business performance.
Support Services
Our team offers ongoing support for CRM and AI solutions, including troubleshooting, feature updates, and strategic recommendations. We provide regular check-ins to maintain system efficiency and address evolving business requirements.
People
Gene Marks
Founder & President
Certified Public Accountant and Forbes columnist with 30+ years of CRM consulting experience. Author of six business management books and regular contributor to major media outlets. Leads The Marks Group's strategic direction and client engagements.
Questions
What CRM platforms do you specialize in?
We specialize in Zoho CRM, Microsoft Dynamics, HubSpot, Salesforce, and GoldMine with certified expertise in implementation and optimization.
Do you offer AI integration services?
Yes, we implement Microsoft Copilot and Google Gemini solutions to enhance office productivity and workflow automation for businesses.
How long have you been in business?
We've provided CRM consulting services since 1994, with our team's collective experience spanning decades in technology implementation.
What training options are available?
We offer onsite and online training programs for all CRM and AI platforms, including administrator and user-specific sessions for comprehensive skill development.
Do you serve businesses nationwide?
Yes, we work with over 600 clients across the United States through remote and on-site service delivery options.
What support services do you provide?
Our support includes troubleshooting, system updates, feature implementation, and regular check-ins to ensure optimal performance of your CRM and AI solutions.
Videos
Reviews (7)
Cody Pa
Jan 31, 2022
Report
I would give the Marks Group 10 stars if I could. Highly professional, courteous, intelligent and friendly team. We're only a small client of theirs, yet they are always there to help and answer our questions. We did not use a CRM at all before working with the Marks Group. They brought us on board, trained us, made sure we were comfortable with the product, and have supported us for years now. Great people and great company- I highly recommend them. Also, I'm pretty sure Gene Marks is a genius lol.
Shawn Lawlor
Jan 27, 2022
Report
The Marks Group team is very knowledgeable and responsive. They provide excellent guidance on an approach and implementation of modern systems, however, the business must have clear project objectives, an understanding of current processes and an owner for managing change in order to realize the full value of partnership.
Ggurev
Oct 31, 2021
Report
I highly recommend the Marks Group. They are expert in all the products they service. The company is based on Integrity spanning over 25 years! We used the Marks Group for outsourced bookkeeper services for 2+ years and was very pleased with the resources, follow up and caring they demonstrated.
Greg Gurev
MySherpa
Greg Gurev
MySherpa
Rick Delello
Oct 27, 2021
Report
We have worked with Gene and The Marks Group for many years and have been happy with the results. They have always been very responsive to needs and quick in solving problems. Additionally, Gene is very well versed in technology trends and offers that insight freely to help with current and future planning.
Gd Computer
Oct 15, 2021
Report
Extremely knowledgeable ! The Marks Group has provided our mutual customers with a platform that enables our business to expand in ways that are just not possible on our own. The customer service has always been available and patient, even with our novice users. Gene keeps us "in the know", and up to date with today's ever changing times.
Brian Pickell
Sep 17, 2021
Report
I have been working with Gene and The Marks Group for about twenty years. His firm has been immensely valuable in helping me and my clients advance their CRM technologies to the next level. The key to any CRM solution is having it properly configured and receiving the training required so that your business uses it and makes the most of it, making the business more productive. For that purpose, you can never go wrong with The Marks Group!
Wayne Siefert
Sep 01, 2020
Report
Don't let these people anywhere near your computers. The Marks Group Zoho developer completely botched the installation and data transfer from QuickBooks to Zoho. Every time they tried to fix their errors, they made it worse. They tried for almost 3 years to fix all of their mistakes, but things continued to get worse, and of course I was charged for their time. I finally had to hire another Zoho development company to correct all of the mistakes made by the Marks Group. Six months later, Zoho is finally working properly, but I had to spend another $7,000 to get everything fixed. When I emailed
