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The Marks Group


There’s a lot of technology out there and we’re all learning that as neat as some of it can be, it’s virtually worthless without an expert to help you use it the best way possible.

Well, we’re the experts.

At the Marks Group, we’ve chosen a few select applications and continuously invest our resources to know these tools inside and out. We’ve developed unique business processes around these applications to maximize their use. That way our clients can benefit from the expertise of our professionals and take comfort that we know the best way to get return on investment from the applications we offer to our clients.

We currently recommend GoldMine Software and Microsoft CRM for contact and customer relationship management; HEAT and Microsoft CRM for service desks, and a bunch of great financial management applications for the distribution, manufacturing and service industries.

We’re often asked to help clients search for, select and implement other technology too. And once the technology is in place, our Controller Services ensures a single source for getting answers and keeping things in check.

Our clients are primarily entities (that means stand alone companies, and departments or divisions of larger companies) with less than 500 people, although we do service much larger organizations, especially those with help desk installations. We ’ve built our business processes around our chosen information technology tools that best suit entities of this size, specifically customer service, customer relationship and accounting applications.

Our company is a small, yet focused group of vendor and industry professionals that concentrate on being the best at the tools we prescribe for our clients. Our interest is not volume, but service. Our goals are to take responsibility for the processes surrounding our clients’ software systems, from lead to cash receipt and to ensure that our clients are working quicker and better because of the software and procedures we’ve implemented.

Our company was founded in 1994 by Gene Marks CPA. Gene, formerly a Senior Manager at KPMG Peat Marwick and a corporate controller for a publicly held bio-pharmaceutical firm, makes it his point to have a direct relationship with all of the clients of our firm. Currently, our company has grown to serve over 500 clients throughout the United States. Our goal is to continue to grow along with our clients, not just to add new clients to our database.

So if you like the products and tools we sell, you’ll soon learn that the experts at the Marks Group will make it their goal to make sure you’re getting the absolute most out the system you deploy.

is a nationally recognized speaker, author, and columnist on Customer Relationship Management topics. He writes weekly for the New York times, Forbes, The Huffington Post and bi-weekly for American City Business Journals (including the popular Penny Pincher's Almanac for The Philadelphia Business Journal).  Gene frequently appears on FOX News, Fox Business, MSNBC, and CNBC as well as radio outlets around the country discussing Customer Relationship Management trends affecting businesses.  In addition, Gene is the author of 5 best-selling books and runs The Marks Group, a ten person consulting firm based in Bala Cynwyd.