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United Way

ISM testimonials: ISM Inc. has been creating and implementing customer-centric strategies for best-in-class organizations since 1985. See what satisfied clients have said about our structured top-down, bottom-up consulting approach.

“ISM Founder/President Barton Goldenberg is simply one of the most effective leaders I have encountered in 21 years of Fortune 100 experience. His knowledge of the key levers of transformation through his people, process and technology perspective coupled with his quick grasp of any business model create a powerful 1-2 punch for any organization seeking a leader and a team of seasoned professionals to successfully plan and implement customer-centric business strategies and initiatives.”

Blue Shield of California

Cyrus Aram
Senior Director
Blue Shield of California & Lecturer

We selected ISM as our strategic partner for our CRM initiative because of their experienced staff, process, project plan, technical skills, and objectivity. They have played a significant role in helping us to effectively develop and implement our CRM initiative.


Don Gagnon
AAA Mid-Atlantic

ISM’s dedicated team effort, including your CRM vendor relationship negotiation skills, has set the tone for our CRM implementation. My appreciation and admiration to you all at ISM for this tremendous accomplishment.

Christine Akins
CRM Director
T. Rowe Price

We brought ISM onboard to get our CRM program moving in the right direction. We received great value from their guidance and support and recently successfully completed phase 1 of our program and now moving into phase 2. It is reassuring to know we can always call on ISM as our trusted CRM advisor.


Sheila Jo Wojcik, Ph.D.
Senior VP of Communication/Corp. Affairs
University Federal Credit Union

I have received great feedback on your presentation material, the relevance of the whole CRM subject, and without a doubt your passionate delivery. Thanks again for participating in our Marketing Excellence Lunchtime Seminar series.

ExxonMobil Logo in Red

Kenneth Fritz
Global Training Manager

I want to thank ISM for giving us such a strong executive briefing of CRM. We learned a lot about CRM, what lies ahead of us, and ways to successfully implement CRM at local United Ways and the United Way system. It was reassuring to have someone with such extensive experience and expertise.

logo_leftGary Godsey
President & CEO
United Way Dallas

Pyrotek could not be more pleased with the results we’ve experienced working with ISM. From the initial business case through assessment and implementation, their proven CRM methodology is based on 31 years of experience helping best-in-class global organizations and it shows. We consider ISM to be our customer-centric strategic CRM partner.

Joe Tarulli
Corporate Sales Development Manager

“Barton Goldenberg is one of the leading thinkers and consultants in CRM strategy and practice. He – and his team – have extensive experience working with Canadian Automotive Association (CAA) and American Automotive Association (AAA) clubs in developing their Member Relationship Management (MRM) strategy and putting it into real-world practice.”

Gary Howard
Vice President Marketing & Communications
CAA Atlantic

Thank you very much for the contribution to the success of the SMEI Social Media Road Show. Through your support we were able to produce an experience for the attendees that was rich in content and will help many individuals and companies determine possible next steps in the complex arena of marketing through Social Media.

Willis Turner

ISM provided us with a way to constructively look at our best practices as well as practices as a team. Now that we understand where we are on our CRM journey, we can confidently move to what’s next on our CRM roadmap.

Hollingsworth & Vose

Linda Gagne
CRM Project Leader
Hollingsworth & Vose

ISM has guided us through its customized CRM Roadmap, including learning sessions, technical baseline review, business process assessment, customer facing personnel visits and through the RFP process to a successful implementation and user adoption.

Sammons Securities
Terry Delongchamp
Sigma Financials/Sammons Securities

Thank you for the great session yesterday. You did an excellent job in helping each of us understand CRM and the importance to our company’s future. If we truly envision being a world-class direct marketing company, we will need this culture within our company. I am excited about this and hope to get to work with you more on our journey to a customer centric-environment.CustomDirect

Dale Dabbs
VP, Operations
Custom Direct, LLC

In working with Barton over the past decade, he remains focused on bringing value to his clients, colleagues and partners. Barton is an excellent speaker and constantly has his eye fixed on where the industry is going and has tremendous insight into helping his customers get there. He possesses the rare gift of being well-versed across multiple mediums—from CRM and Social Networking technology adoption cycles to marketing and consumer behavior.


Elliott Markowitz
Senior VP & Director of Content
Ziff Davis Enterprise

Barton Goldenberg’s presentation was an excellent orientation to CRM. We all appreciated his candidness about the pros and cons as well as the timeline reality of launching a successful implementation. Based on ISM’s track record, I feel quite confident that your group could help all of our business units.


Kenneth J. Butkus
EVP of Sales/Marketing
Triumph Learning

“Excellent — the presentation, the audience interaction and the content. A home run.”

Innovative Entertainment

Fred Meyer
Executive VP
Innovative Entertainment