Gold Coast Advisors develops contact management and Customer Relationship Management (CRM) solutions, Reporting & Analytic services, and provides Digital Marketing advice to all sizes of local, regional, and international businesses. Our client list includes Fortune 500 companies, not-for-profit organizations, government agencies, and many small businesses.
Our staff is recognized as some of the foremost authorities on CRM systems and their related technologies, and are sought after speakers for vendor and industry events, serve on product councils, advisory boards, industry trade associations, are published CRM authors for ACT!, Salesfoce.com, and Microsoft Dynamics CRM and have won multiple customer excellence awards.
With over twenty years of contact management and CRM systems experience, Steve is recognized as one of the foremost authorities on CRM systems and has been selected by Symantec, Best, and Sage Software as a featured instructional speaker for national product introductions since 1995. He has served on numerous advisory boards, trained and assisted in certifying other CRM consultants, served as an expert court witness regarding forensic database issues, and is the founder and facilitator of the ACC Roundtable and CRM Consultants Conference and Cruise.
His implementation experience spans all industries, he has authored and served as a technical editor for books on ACT!, Salesforce.com, Microsoft Business Contact Manager, and Microsoft Dynamics CRM. A frequent contributor to trade publications, Steve’s CRM writings are used by the international academic community, including DePaul University graduate students.
Steve has developed contact management and CRM solutions for small to large local, regional, and international companies, including General Electric, Quaker, Motorola, Citigroup, and CBRE. His international experience encompasses the United States, Canada, Australia, Europe, and Asia.
Among the first individuals to receive ACT!, SalesLogix, and Microsoft CRM certification, Steve is also a Certified Quickbooks ProAdvisor and a Certified Inbound Marketing expert. He holds an electronics degree from DeVry University, a bachelor’s degree in business administration from DePaul University, and has completed master’s-level work at the College of Financial Planning in Denver. Prior to founding Gold Coast Advisors, Steve spent fifteen years as a CRM Consultant and Business Analyst, building on his earlier work as a Financial Planner and Tax Advisor.
CRM & Digital Marketing Expert
Before embarking on her consulting career, Lacie was successful in utilizing her business process analysis skills to streamline marketing efforts in the financial services, non-profit, and ISO Certified manufacturing industries.Building on her past success in traditional marketing automation, Lacie is an emerging thought leader and practitioner for the Gold Coast Advisors Digital Marketing practice combining client CRM systems with Social Marketing techniques such as automated e-mail marketing, blogging, social platforms, and website optimization.
Senior CRM Consultant
Before joining Gold Coast Advisors, Bonnie spent over a dozen years as a succesful CRM and marketing expert for multiple consulting firms on the east coast and midwest.
With a proven track record of success working in the financial services, manufacturing and distribution, non-profit, and the commercial real estate industries, Bonnie found her true calling in working with businesses to manage their relationships, streamline sales process, and automating marketing efforts.