David Lee

Dr. David Lee is president and founder of Vertical Marketing, Inc., a CRM sales
and consulting practice incorporated in 1987 with 5 offices world wide. Through
VMI he has been involved in more than 1,000 CRM projects ranging in size from
single users to thousands of users.

He has experience in all phases of the CRM life cycle including CRM
baseline measurement and ROI analysis, sales process design, RFP development,
system selection, system design and configuration, custom programming, Data
cleaning and import, system integration, training and train-the-trainer, ongoing
support, and rescuing faltering CRM projects.

Dr. Lee holds scores of CRM awards and certifications from customers,
vendors and training organizations. He is personally certified on 7 CRM systems
with separate certifications for specific modules and versions in many
cases. He holds additional certifications and awards for countless third party
applications. He is a Certified Sales Process Consultant and Certified

Dr. Lee is Chairman of the Board of Trustees of the University of Northern
Virginia and is working with the staff to develop a CRM course as a part of the
MBA program. He is author of Microsoft CRM for Dummies as well as scores of
articles and white papers on CRM subjects. He speaks on various CRM

Prior to launching VMI, Dr. Lee held positions as a programmer/analyst, a
US Army officer and as VP of Marketing for a Legal Time and Billing software

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